Connect OpenAI and Salesforce APIs without code!
OpenAI & Salesforce
Automate your workflow instantly!
Connect Salesforce and OpenAI with no code using Yoom. For example, when a lead is created in Salesforce, OpenAI can generate the information you need and add it automatically. Get started now with a ready-to-use template.
OpenAI & Salesforce
Automate your workflow instantly!
Connect Salesforce and OpenAI with no code using Yoom. For example, when a lead is created in Salesforce, OpenAI can generate the information you need and add it automatically. Get started now with a ready-to-use template.
No-Code API Actions
Executable API actions
Automation triggers
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When a New Record Is Created in the Lead Object
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When a New Record Is Created in the Account Object
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When a New Record Is Created in the Opportunity Object
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When a New Record Is Created in Contacts
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When a Record Is Created or Updated in the Lead Object
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When a Record Is Created or Updated in the Account Object
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When a Record Is Created or Updated in the Opportunity Object
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When a Record Is Created or Updated in Contacts
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When a New Record Is Created in a Custom Object
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When a Record Is Created or Updated in a Custom Object
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When a Record Is Created in the Event Object
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When a Record Is Created in the ToDo Object
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When an Outbound Message Is Received
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When a File Is Uploaded
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When a Calendar Event Is Created
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When a Calendar Event Is Updated
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When a Calendar Event Is Deleted
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When an Approval Request Is Approved
Automation operations
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Generate Image from Text
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Upload File
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Create Assistant (Assistants API V2)
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Create Thread (Assistants API V2)
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Add Message to Thread (Assistants API V2)
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Run Assistant (Assistant API V2)
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Get Latest Messages in Thread (Assistant API V2)
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Create Vector Store (Assistant API V2)
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Add Files to Vector Store (Assistant API V2)
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Delete Vector Store (Assistant API V2)
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Check Execution Status (Assistants API V2)
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Text Generation (Chat Completion)
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Run Web Search (Responses API)
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Generate Model Response (Responses API)
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Retrieve Model Response (Responses API)
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Delete Model Response (Responses API)
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Cancel Model Response (Responses API)
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List Model Responses (Response API)
Flowbot triggers
- No triggers yet.
Flowbot actions
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Generate Image from Text
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Upload File
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Create Assistant (Assistants API V2)
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Create Thread (Assistants API V2)
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Add Message to Thread (Assistants API V2)
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Run Assistant (Assistant API V2)
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Get Latest Messages in Thread (Assistant API V2)
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Create Vector Store (Assistant API V2)
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Add Files to Vector Store (Assistant API V2)
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Delete Vector Store (Assistant API V2)
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Check Execution Status (Assistants API V2)
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Text Generation (Chat Completion)
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Run Web Search (Responses API)
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Generate Model Response (Responses API)
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Retrieve Model Response (Responses API)
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Delete Model Response (Responses API)
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Cancel Model Response (Responses API)
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List Model Responses (Response API)
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Generate Video
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Convert Audio to Text
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Edit Image
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Edit Image (GPT Image Model)
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Edit Image (Using File ID)
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Upload File (by Purpose)
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Create Session
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Run Session
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Retrieve Session
Flowbot triggers
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When a New Record Is Created in the Lead Object
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When a New Record Is Created in the Account Object
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When a New Record Is Created in the Opportunity Object
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When a New Record Is Created in Contacts
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When a Record Is Created or Updated in the Lead Object
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When a Record Is Created or Updated in the Account Object
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When a Record Is Created or Updated in the Opportunity Object
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When a Record Is Created or Updated in Contacts
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When a New Record Is Created in a Custom Object
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When a Record Is Created or Updated in a Custom Object
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When a Record Is Created in the Event Object
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When a Record Is Created in the ToDo Object
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When an Outbound Message Is Received
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When a File Is Uploaded
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When a Calendar Event Is Created
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When a Calendar Event Is Updated
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When a Calendar Event Is Deleted
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When an Approval Request Is Approved
Flowbot actions
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Get Lead Records
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Update Lead Records
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Create Lead Record
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Search Lead Records
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Get Latest Lead Record
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Get Account Records
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Update Account Records
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Create Account Record
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Search Account Records
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Get Opportunity Record
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Update Opportunity Records
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Create Opportunity Record
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Search Opportunity Records
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Get Contact Record
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Update Contact Records
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Create Contact Records
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Search Contact Records
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Get Custom Object Record
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Update Custom Object Record
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Create Custom Object Record
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Search Custom Object Records
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Link a File to a Record
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Upload a File to Link to a Record
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Get the Content Document ID of the Uploaded File
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Search Lead Records (Excluding Deleted Records)
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Search Account Records (Excluding Deleted Records)
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Search Opportunity Records (Excluding Deleted Records)
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Search Contact Records (Excluding Deleted Records)
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Search Custom Object Records (Excluding Deleted Records)
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Download Report
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Log Activity on Lead
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Log Activity on Account
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Log Activity on Opportunity Record
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Log Activity on Contact
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Create To-Do on Lead
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Create ToDo on Account Object
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Create Task on Opportunity
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Create a ToDo for a Contact Object
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Log Activity on Lead
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Create Event on Account
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Create Event on Opportunity
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Create Event on Contact
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Log Email Message to Opportunity
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Log Email Message to Account
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Create User Record
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Create Email Message
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Associate Email Message with Person
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Add Email Message to Custom Object
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Log Activity on a Custom Object
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Create To-Do on a Custom Object
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Log Activity on Custom Object
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Get Content IDs of Files Related to a Record
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Get Latest Content Version ID
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Download Files
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Get Contract Record
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Update Contract Records
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Create Contract Object Record
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Delete Contract Record
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Create Calendar Event
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Search User Object Records
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Get User Record
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Update Account Activity
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Search Account Activities
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Get User List
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Get Account List
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Get Contact List
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Get Opportunity List
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Get Lead List
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Get Case List
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Get Campaign List
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Get Object List
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Get Custom Object List
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Get Chatter Group ID List
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Post to User on Chatter
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Post to Account on Chatter
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Post Chatter to Contact
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Post Chatter to Opportunity
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Post Chatter to Lead
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Post to Chatter on a Case
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Post to Campaign Chatter
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Post to Custom Object Chatter
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Post Chatter to a Chatter Group
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Get Channel List
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Update User Object Record
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Create User Role
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Assign User Role
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Create Permission Set Assignment for User Object
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Associate a Contract Record with an Opportunity Record
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Delete Permission Set Assignment for User Object
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Add User to Specified Group
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Remove User from Specified Group
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Post to Chatter
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Add User to Chatter Group
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Get File Name
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Get Email Messages
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Search Records with SOQL
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Retrieve Approval Request Field List
OpenAI
&
Salesforce
Automate Your Everyday Tasks
OpenAI
&
Salesforce
Let's automate our daily work by linking
Explore templates and apps to boost productivity!
Here are templates and related apps that are useful for improving work efficiency!
OpenAI
At Yoom, you can utilize OpenAI's API without any coding. By integrating OpenAI with Yoom, you can instruct OpenAI using information from the Yoom database and various SaaS platforms. For example, you can automate various tasks using OpenAI, such as summarizing meeting minutes, extracting text from email content, and creating product descriptions.
Explore apps
templates
Create a task in Asana, generate a detailed description of the task using OpenAI, and add it as a comment.
Create a task in Asana, generate a detailed description of the task using OpenAI, and add it as a comment.
Generate responses to the contents of Zoho Forms using OpenAI and send them via email.
Generate responses to the contents of Zoho Forms using OpenAI and send them via email.
Summarize the chat content of Microsoft Teams using OpenAI and send an email to stakeholders via Outlook.
Summarize the chat content of Microsoft Teams using OpenAI and send an email to stakeholders via Outlook.
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.
Explore apps
templates
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Add lead information registered in Salesforce to Notion.
Add lead information registered in Salesforce to Notion.
OpenAI
At Yoom, you can utilize OpenAI's API without any coding. By integrating OpenAI with Yoom, you can instruct OpenAI using information from the Yoom database and various SaaS platforms. For example, you can automate various tasks using OpenAI, such as summarizing meeting minutes, extracting text from email content, and creating product descriptions.
Explore apps
OpenAI
templates
Create a task in Asana, generate a detailed description of the task using OpenAI, and add it as a comment.
This is a business workflow that utilizes Yoom to add automatically generated detailed descriptions from OpenAI as comments to tasks in Asana. It enhances the overall work efficiency of the team.
Create a task in Asana, generate a detailed description of the task using OpenAI, and add it as a comment.
Generate responses to the contents of Zoho Forms using OpenAI and send them via email.
The workflow involves OpenAI analyzing data received from Zoho Forms and automatically sending emails. This saves time in drafting responses and enables quick and consistent communication.
Generate responses to the contents of Zoho Forms using OpenAI and send them via email.
Summarize the chat content of Microsoft Teams using OpenAI and send an email to stakeholders via Outlook.
This is a business workflow that summarizes Microsoft Teams chats using OpenAI and sends emails to stakeholders via Outlook. It enhances information sharing efficiency and saves time.
Summarize the chat content of Microsoft Teams using OpenAI and send an email to stakeholders via Outlook.
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.
Explore apps
Salesforce
templates
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
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.
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Add a contact to Mailchimp when the lead status in Salesforce is updated.
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.
Add lead information registered in Salesforce to Notion.
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.
Trusted by Companies of All Types and Sizes
Many customers, regardless of industry type or size, continue to transform their operations with Yoom.
J-Stream Co., Ltd.
With Yoom, task status management became possible. Automated reminders and real-time alerts are now sent in line with deadlines, significantly reducing the burden on team members.
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Video Production & Distribution
O: Co., Ltd.
Yoom has transformed our critical verification processes, reducing the workload by at least 50%. This has allowed us to focus on essential tasks, resulting in higher overall productivity.
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Tool Development & Operations
OniGo Co., Ltd.
By integrating different SaaS tools through Yoom, we've automated data updates and cut our total workload by half.
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Grocery Delivery Service
T.V.B Accounting Office
Tasks that used to take two to three days now take less than one day to complete with Yoom.
#
Accounting Firm
Coconala Co., Ltd.
Although I've never done coding, creating workflows with Yoom's no-code tools was enjoyable, almost like playing a game.
#
Skill Marketplace Management
DD Group Co., Ltd.
Since adopting Yoom, our team's capabilities have expanded, and we've received more inquiries from other departments asking, "Can we automate this too?"
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Foodservice & Amusement Business
FreeDIVE Co., Ltd.
The time saved has given us more opportunities to plan and execute new strategies, which we see as a major benefit.
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Ito Co., Ltd.
The biggest benefit has been to instantly share information digitally.
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Ceremonial Services
BEENOS CO., LTD.
Thanks to Yoom, most of our tasks are now streamlined. Now, all we need to do is input information into the Yoom forms and upload files, and the rest of the workflow is handled automatically.
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E-commerce
Boost Up Co., Ltd.
Digitizing manual tasks has reduced our workload significantly and made our daily operations much easier.
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Fitness
Mikata Co., Ltd.
After searching for a service with reliable customer support, we chose Yoom.
#
Real Estate Client Follow-Up Services
FAQs
Q.
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Yes, absolutely. Yoom is designed for everyone, with a simple interface.
Q.
Do you have a support structure?
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Q.
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