📝 Overview
Yoom helps automate and streamline tasks with ease. In this section, we introduce popular Yoom templates categorized by operations.
Feel free to copy any template that interests you and use it in your environment.
📧 Sending Email Templates
When a kintone status is updated, generate a Zoom meeting URL and send it by email.
When text is submitted in a form, translate it into English and send it by email.
When multiple files are attached to kintone, send them all at once by email.
Retrieve files from Google Drive and send them by email.
💵 Billing Operations Templates
Create an invoice in freee from the Yoom database.
When the specified date arrives, trigger the process, use the billing information from a spreadsheet, and send the invoice by email.
OCR a qualified invoice received by email, check its details, add them to the YoomDB, and notify Slack.
After entering quote details in the form, register records in kintone, create a quote, send it, and mark the record as sent.
🛎️ Notification Templates
When a kintone record is added, start the flow and notify Slack.
Extract certain strings from an inquiry email, record them in a spreadsheet, and notify Slack.
Compile multiple pieces of information, such as time tracking status, and send them as a list via email or chat.
📞 Customer Management / Customer Support Templates
Register a client in freee from the Yoom database.
Use OCR to read business card data and store it in Google Spreadsheets.
When a new deal is created in HubSpot, send a message in Slack.
Store the contact information registered in HubSpot into a Notion database.
Database Template_CRM (For Back Office)
We have many more Flowbot and database templates available.
Explore and find templates that suit your needs. 🎉
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