Add a task to Backlog when opportunity information is registered in Salesforce.

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■Overview‍

This is a flow that adds an issue to Backlog when a new opportunity is registered in Salesforce.

The content of the task to be added to Backlog can be freely set.

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‍■Notes

‍・Please integrate Yoom with both Salesforce and Backlog.

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

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

・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are usually restricted.

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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.

Related apps

Salesforce

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Backlog

Yoom allows you to integrate with Backlog's API without any code, enabling the automation of various tasks. You can automatically add issues or comments to Backlog and easily connect information from Backlog with various SaaS platforms such as kintone, Google Sheets, and Salesforce. Additionally, you can automatically sync Backlog's project and issue information to Yoom's database for use in various applications.

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