Create contracts with an AI worker when opportunities are added in Salesforce
Create contracts with an AI worker when opportunities are added in Salesforce
Launch this workflow to connect
Google Docs &
Salesforce
!
■Overview
Creating contracts manually every time a new opportunity is added in Salesforce can be time-consuming and increases the risk of missing important details. With this workflow, AI automatically creates a contract whenever a new opportunity is added to Salesforce—just like a dedicated AI agent—helping reduce these challenges.
■Who should use this template
- Sales and legal professionals responsible for managing opportunities in Salesforce and creating contracts
- Those looking to improve operational efficiency by automating contract creation with AI
- Managers who want to reduce reliance on individual employees and build a more standardized contract workflow
■Benefits of using this template
- AI automatically creates contracts based on opportunity information in Salesforce, reducing the time previously spent on manual work.
- It helps prevent human errors such as incorrect data entry from manually transferring information or missing details in contracts.
■Flow bot steps
- First, connect Salesforce and Google Docs to Yoom.
- Next, select Salesforce as the trigger and set the action to “When a new record is added to the Opportunity object.”
- Finally, set up an AI worker as the operation and create instructions for generating a contract based on the opportunity information retrieved from Salesforce, using a specified Google Docs file as the template.
※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
■Customization options
- You can customize the instructions (prompt) for the AI worker based on the type of contract you want it to create. You can also change the Salesforce and Google Docs accounts connected to the workflow.
- You can specify any Google Docs file as the contract template. Select a document that uses your company’s preferred format.
■Notes
- Connect Salesforce and Google Docs to Yoom. You must also connect the tools (apps) used within the AI worker to My Apps.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
- Salesforce is available only on the Team and Success plans. On the Free and Mini plans, operations and Data Connect configured in flow bots using Salesforce will result in errors.
- Paid plans, such as the Team and Success plans, include a two-week free trial. During the free trial, you can use apps that are otherwise restricted.
- For basic AI worker setup, see “[AI Worker] How to configure the basics.”
- The number of AI workers that can run simultaneously, the number of AI workers you can create, and the AI models available to you vary by plan.
- The apps and operations available within AI workers are subject to the same usage limits as flow bots.
- AI workers consume tasks during test runs in the same way as they do during production runs. For details, see “[AI Worker] How task executions are calculated.”
- AI workers are more likely to process tasks correctly when their instructions are configured in detail. For details, see “[AI Worker] How to create instructions.”
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Salesforce
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About the apps you use
Google Docs
Yoom allows you to utilize the Google Docs API without any coding. By integrating Yoom with Google Docs, you can automatically create PDF documents such as contracts based on templates created in Google Docs and connect the generated documents with various SaaS platforms.
see detailsTemplates
This is a business workflow that automatically adds Google Form responses to Google Docs. It reduces manual transcription, making it easier to organize and share information. It helps shorten work time and prevent errors.
Add Google Form responses to a Google Document
This is a flow for adding content posted in a specific room on Google Chat to a Google Document. By organizing the content added to the Google Document according to business needs, you can efficiently search for the necessary information.
Add content posted in a specific room on Google Chat to a Google Document.
This is a flow for adding content posted in a specific room on Slack to a Google Document. By organizing the information added to the Google Document, it becomes easier to search for information, thereby streamlining information gathering.
Add content posted in a specific room on Slack to a Google Document.
Salesforce
With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.
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When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.
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This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.
Add a contact to Mailchimp when the lead status in Salesforce is updated.
This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.
Add lead information registered in Salesforce to Notion.
No-Code API Actions
Executable API actions
Flowbot triggers
When a New Record Is Created in the Lead Object
When a New Record Is Created in the Account Object
When a New Record Is Created in the Opportunity Object
When a New Record Is Created in Contacts
When a Record Is Created or Updated in the Lead Object
When a Record Is Created or Updated in the Account Object
When a Record Is Created or Updated in the Opportunity Object
When a Record Is Created or Updated in Contacts
When a New Record Is Created in a Custom Object
When a Record Is Created or Updated in a Custom Object
When a Record Is Created in the Event Object
When a Record Is Created in the ToDo Object
When an Outbound Message Is Received
When a File Is Uploaded
When a Calendar Event Is Created
When a Calendar Event Is Updated
When a Calendar Event Is Deleted
When an Approval Request Is Approved
Flowbot operations
Append Text to Document
Replace Text
Create a New Document
Get Document Content
Insert Image into Document
Add Document Tab
Get Lead Records
Update Lead Records
Create Lead Record
Search Lead Records
Get Latest Lead Record
Get Account Records
Update Account Records
Create Account Record
Search Account Records
Get Opportunity Record
Update Opportunity Records
Create Opportunity Record
Flowbot triggers
There is no action.
Flowbot operations
Append Text to DocumentReplace TextCreate a New DocumentGet Document ContentInsert Image into DocumentAdd Document Tab
Flowbot triggers
When a New Record Is Created in the Lead ObjectWhen a New Record Is Created in the Account ObjectWhen a New Record Is Created in the Opportunity ObjectWhen a New Record Is Created in ContactsWhen a Record Is Created or Updated in the Lead ObjectWhen a Record Is Created or Updated in the Account ObjectWhen a Record Is Created or Updated in the Opportunity ObjectWhen a Record Is Created or Updated in ContactsWhen a New Record Is Created in a Custom ObjectWhen a Record Is Created or Updated in a Custom ObjectWhen a Record Is Created in the Event ObjectWhen a Record Is Created in the ToDo ObjectWhen an Outbound Message Is ReceivedWhen a File Is UploadedWhen a Calendar Event Is CreatedWhen a Calendar Event Is UpdatedWhen a Calendar Event Is DeletedWhen an Approval Request Is Approved
Flowbot operations
Get Lead RecordsUpdate Lead RecordsCreate Lead RecordSearch Lead RecordsGet Latest Lead RecordGet Account RecordsUpdate Account RecordsCreate Account RecordSearch Account RecordsGet Opportunity RecordUpdate Opportunity RecordsCreate Opportunity RecordSearch Opportunity RecordsGet Contact RecordUpdate Contact RecordsCreate Contact RecordsSearch Contact RecordsGet Custom Object RecordUpdate Custom Object RecordCreate Custom Object RecordSearch Custom Object RecordsLink a File to a RecordUpload a File to Link to a RecordGet the Content Document ID of the Uploaded FileSearch Lead Records (Excluding Deleted Records)Search Account Records (Excluding Deleted Records)Search Opportunity Records (Excluding Deleted Records)Search Contact Records (Excluding Deleted Records)Search Custom Object Records (Excluding Deleted Records)Download ReportLog Activity on LeadLog Activity on AccountLog Activity on Opportunity RecordLog Activity on ContactCreate To-Do on LeadCreate ToDo on Account ObjectCreate Task on OpportunityCreate a ToDo for a Contact ObjectLog Activity on LeadCreate Event on AccountCreate Event on OpportunityCreate Event on ContactLog Email Message to OpportunityLog Email Message to AccountCreate User RecordCreate Email MessageAssociate Email Message with PersonAdd Email Message to Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectLog Activity on Custom ObjectGet Content IDs of Files Related to a RecordGet Latest Content Version IDDownload FilesGet Contract RecordUpdate Contract RecordsCreate Contract Object RecordDelete Contract RecordCreate Calendar EventSearch User Object RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet User ListGet Account ListGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListGet Object ListGet Custom Object ListGet Chatter Group ID ListPost to User on ChatterPost to Account on ChatterPost Chatter to ContactPost Chatter to OpportunityPost Chatter to LeadPost to Chatter on a CasePost to Campaign ChatterPost to Custom Object ChatterPost Chatter to a Chatter GroupGet Channel ListUpdate User Object RecordCreate User RoleAssign User RoleCreate Permission Set Assignment for User ObjectAssociate a Contract Record with an Opportunity RecordDelete Permission Set Assignment for User ObjectAdd User to Specified GroupRemove User from Specified GroupPost to ChatterAdd User to Chatter GroupGet File NameGet Email MessagesSearch Records with SOQLRetrieve Approval Request Field ListMore inspiration for you
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