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Log a message to Salesforce activity history when it is posted on LINE

Log a message to Salesforce activity history when it is posted on LINE

Launch this workflow to connect LINE Official Account & Salesforce !
■Overview
Are you manually transferring inquiries and customer information received through your LINE Official Account to Salesforce? These routine tasks are time-consuming and can also lead to human error, such as data entry mistakes. This workflow automates the integration between your LINE Official Account and Salesforce. When information arrives through your LINE Official Account, AI organizes the content and automatically adds an activity history to Salesforce, enabling fast and accurate customer information management.

■Who should use this template
  • Anyone who manually enters customer information from their LINE Official Account into Salesforce
  • Anyone looking to connect Salesforce with their LINE Official Account and streamline customer support
  • Anyone looking to eliminate manual data entry errors and improve the accuracy of customer management

■Benefits of using this template
  • Automatically add information from your LINE Official Account to Salesforce and reduce the time spent on manual data entry.
  • Eliminate manual transfers to prevent human errors such as data entry mistakes and missed information sharing, improving data accuracy.

■Flowbot steps
  1. First, connect your LINE Official Account and Salesforce to Yoom.
  2. Select your LINE Official Account as the trigger and set the “When a webhook event is received” action.
  3. Next, set the LINE Official Account “Get profile information for a specific user” action as an operation to retrieve user information.
  4. Then, set the AI feature’s “Generate text” operation and create instructions for generating the text to be registered in Salesforce based on the retrieved information.
  5. Next, set the AI feature’s “Extract text” operation to extract the generated values by field.
  6. Then, set Salesforce’s “Search for records in the Lead object” operation to retrieve the lead record containing the target LINE user ID.
  7. Finally, set Salesforce’s “Create an activity history in the Lead object” action as an operation and register the activity history using the values retrieved in previous actions or any other information.
※“Trigger”: An action that starts the flow, “Operation”: An action that processes data within the flow after the trigger starts

■Customization options
  • When configuring the action to add a record in Salesforce, set any My Domain URL that matches your environment.
  • Add a custom field for the LINE user ID to Salesforce’s Lead object and register the IDs in advance.

■Notes
  • Connect both your LINE Official Account and Salesforce to Yoom.
  • Salesforce is available on the Mini plan and above. Please note that operations and Data Connect settings in configured Flowbots will result in errors on the Free and Personal plans.
  • Paid plans such as the Mini, Team, and Success plans include a two-week free trial. During the free trial, you can use apps that are subject to plan restrictions. For details, see the pricing plans page.
  • When adding or updating records using operations that manipulate databases, configure the settings according to Salesforce’s input format. For example, if Salesforce requires a selectable field with values entered in English, entering a value that is not among the available options or using a different language will result in an error.
  • The output of Salesforce’s “Search for records in the Lead object” can be retrieved using JSONPath. For details on how to retrieve it, see How to add “Values to retrieve”
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About the Apps
LINE Official Account
Templates using
LINE Official Account

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About the apps you use
LINE Official Account
It is possible to utilize the LINE Official Account API without coding by using Yoom. By using the LINE Official Account API, you can automatically send messages and receive messages from users.
see details
Templates

In this workflow, messages posted on LINE are automatically analyzed by Gemini, and if deemed inappropriate, a warning message can be automatically sent. This automation allows for maintaining the quality of communication without hassle.

This is a business workflow that automatically creates Zoom meetings from LINE messages. It eliminates the hassle of scheduling and supports improved business efficiency.

Trigger this flow when a new Shopify order is placed, look up customer information in Google Sheets, and notify your LINE Official Account. Reduce time spent checking admin dashboards and sending manual messages while ensuring order updates are shared without missing anything.
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Templates
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Related apps
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No-Code API Actions
Executable API actions
Flowbot triggers
    When a Webhook Event Is Received
    When a Message Is Received from a User
    When a User Adds the Account as a Friend
    When a User Blocks the Account
    When a User Unblocks the Account
    When a User Sends an Image
    [Workspace-wide] When a Webhook Event Is Received
    [Workspace-wide] When a Message Is Received from a User
    [Workspace-wide] When a User Adds the Account as a Friend
    [Workspace-wide] When a User Blocks the Account
    [Workspace-wide] When a User Unblocks
    [Workspace-wide] When a User Sends an Image
    When a New Record Is Registered in the Lead Object
    When a New Record Is Registered in the Account Object
    When a New Record Is Registered in the Opportunity Object
    When a New Record Is Registered in the Contact Object
    When a Record Is Registered 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 the Contact Object
    When a New Record Is Created in the Custom Object
    When a Record Is Created or Updated in the Custom Object
    When a Record Is Registered in the Activity Object
    When a Record Is Registered 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
Flowbot operations
    Send a Text Message
    Get Message Delivery Statistics
    Get Friends Statistics
    Send a Broadcast Message
    Get a Specific User’s Profile Information
    Send Flex Message
    Send Image Message
    Send Multicast Message
    Get Message Attachments
    Get List of User IDs Who Added You as a Friend
    Get Group Member Profile
    Get Group Information
    Send Multicast Message (with Image)
    Link Rich Menu to Specific User
    Create Rich Menu (Postback)
    Upload Image to Rich Menu
    Get Rich Menu
    Download Rich Menu Image
    Create Rich Menu (Message)
    Create Rich Menu (URI)
    Create Rich Menu (Datetime Picker)
    Create Rich Menu (Camera)
    Create Rich Menu Alias
    Create Rich Menu (Camera Roll)
    Create Rich Menu (Location)
    Create Rich Menu (Rich Menu Switch)
    Create Rich Menu (Clipboard Copy)
    Display Loading Animation
    Delete Rich Menu
    Retrieve Rich Menu Alias List
    Link Rich Menu to Multiple Users
    Unlink Rich Menu from User
    Unlink Rich Menus from Multiple Users
    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
    Search Opportunity Records
    Get Contact Record
    Update Contact Records
    Create Contact Records
    Search Contact Records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search Custom Object Records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search 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 Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity Record
    Log Activity on Contact
    Create To-Do on Lead
    Create ToDo on Account Object
    Create Task on Opportunity
    Create a ToDo for a Contact Object
    Log Activity on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with Person
    Add Email Message to Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Log Activity on Custom Object
    Get Content IDs of Files Related to a Record
    Get Latest Content Version ID
    Download Files
    Get Contract Record
    Update Contract Records
    Create Contract Object Record
    Delete Contract Record
    Create Calendar Event
    Search User Object Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get User List
    Get Account List
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    Get Object List
    Get Custom Object List
    Get Chatter Group ID List
    Post to User on Chatter
    Post to Account on Chatter
    Post Chatter to Contact
    Post Chatter to Opportunity
    Post Chatter to Lead
    Post to Chatter on a Case
    Post to Campaign Chatter
    Post to Custom Object Chatter
    Post Chatter to a Chatter Group
    Get Channel List
    Update User Object Record
    Create User Role
    Assign User Role
    Create Permission Set Assignment for User Object
    Associate a Contract Record with an Opportunity Record
    Delete Permission Set Assignment for User Object
    Add User to Specified Group
    Remove User from Specified Group
    Post to Chatter
    Add User to Chatter Group
    Get File Name
    Get Email Messages
    Search Records with SOQL
Flowbot triggers
    When a Webhook Event Is Received
    When a Message Is Received from a User
    When a User Adds the Account as a Friend
    When a User Blocks the Account
    When a User Unblocks the Account
    When a User Sends an Image
    [Workspace-wide] When a Webhook Event Is Received
    [Workspace-wide] When a Message Is Received from a User
    [Workspace-wide] When a User Adds the Account as a Friend
    [Workspace-wide] When a User Blocks the Account
    [Workspace-wide] When a User Unblocks
    [Workspace-wide] When a User Sends an Image
Flowbot operations
    Send a Text Message
    Get Message Delivery Statistics
    Get Friends Statistics
    Send a Broadcast Message
    Get a Specific User’s Profile Information
    Send Flex Message
    Send Image Message
    Send Multicast Message
    Get Message Attachments
    Get List of User IDs Who Added You as a Friend
    Get Group Member Profile
    Get Group Information
    Send Multicast Message (with Image)
    Link Rich Menu to Specific User
    Create Rich Menu (Postback)
    Upload Image to Rich Menu
    Get Rich Menu
    Download Rich Menu Image
    Create Rich Menu (Message)
    Create Rich Menu (URI)
    Create Rich Menu (Datetime Picker)
    Create Rich Menu (Camera)
    Create Rich Menu Alias
    Create Rich Menu (Camera Roll)
    Create Rich Menu (Location)
    Create Rich Menu (Rich Menu Switch)
    Create Rich Menu (Clipboard Copy)
    Display Loading Animation
    Delete Rich Menu
    Retrieve Rich Menu Alias List
    Link Rich Menu to Multiple Users
    Unlink Rich Menu from User
    Unlink Rich Menus from Multiple Users
Flowbot triggers
    When a New Record Is Registered in the Lead Object
    When a New Record Is Registered in the Account Object
    When a New Record Is Registered in the Opportunity Object
    When a New Record Is Registered in the Contact Object
    When a Record Is Registered 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 the Contact Object
    When a New Record Is Created in the Custom Object
    When a Record Is Created or Updated in the Custom Object
    When a Record Is Registered in the Activity Object
    When a Record Is Registered 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
Flowbot operations
    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
    Search Opportunity Records
    Get Contact Record
    Update Contact Records
    Create Contact Records
    Search Contact Records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search Custom Object Records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search 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 Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity Record
    Log Activity on Contact
    Create To-Do on Lead
    Create ToDo on Account Object
    Create Task on Opportunity
    Create a ToDo for a Contact Object
    Log Activity on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with Person
    Add Email Message to Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Log Activity on Custom Object
    Get Content IDs of Files Related to a Record
    Get Latest Content Version ID
    Download Files
    Get Contract Record
    Update Contract Records
    Create Contract Object Record
    Delete Contract Record
    Create Calendar Event
    Search User Object Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get User List
    Get Account List
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    Get Object List
    Get Custom Object List
    Get Chatter Group ID List
    Post to User on Chatter
    Post to Account on Chatter
    Post Chatter to Contact
    Post Chatter to Opportunity
    Post Chatter to Lead
    Post to Chatter on a Case
    Post to Campaign Chatter
    Post to Custom Object Chatter
    Post Chatter to a Chatter Group
    Get Channel List
    Update User Object Record
    Create User Role
    Assign User Role
    Create Permission Set Assignment for User Object
    Associate a Contract Record with an Opportunity Record
    Delete Permission Set Assignment for User Object
    Add User to Specified Group
    Remove User from Specified Group
    Post to Chatter
    Add User to Chatter Group
    Get File Name
    Get Email Messages
    Search Records with SOQL
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