Read business card data using OCR, store it in Salesforce, and notify via Chatwork.

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■Overview

When business card data is submitted through a form, AI automatically reads the information from the business card, stores it in the Salesforce database, and notifies Chatwork in a flow.

It is also possible to take a picture of the business card with a smartphone and upload it directly to the form from the smartphone.

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‍■Notes

‍・Please integrate Yoom with both Salesforce and Chatwork.

・Salesforce is an app that is only available with the Team Plan and Success Plan.

・For Free Plan and Mini Plan users, the operations and data connections set in the flow bot will result in errors, so please be careful.

・AI operations are features (operations) that are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan users, the operations set in the flow bot will result in errors, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are normally restricted.

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Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
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Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

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About the Apps You Use

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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Salesforce

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Chatwork

Yoom allows you to integrate with Chatwork's API without any coding, enabling the automation of various tasks. You can automatically send messages and files to Chatwork or add tasks to specific rooms. Additionally, it is possible to link information from various SaaS platforms such as kintone, Salesforce, and CloudSign to Chatwork.

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Slack