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Customer onboarding with Salesforce and ServiceNow using Azure OpenAI

Customer onboarding with Salesforce and ServiceNow using Azure OpenAI

作成者: Internal Labs

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0

Studio Web テンプレート

実行数

<100

要約

要約

When an opportunity is won in Salesforce, create an onboarding ticket in ServiceNow and inform the team over Slack with a summary generated in Azure OpenAI.

概要

概要

Automate Your Sales-to-Onboarding Workflow with Salesforce, ServiceNow, Azure OpenAI, and Slack Integration

With the help of this template, a won opportunity within Salesforce automatically triggers the following sequence of actions:

  • an onboarding ticket is automatically created in the ServiceNow platform, ensuring an efficient onboarding process.
  • a summary report comprising the details is generated in Microsoft Azure OpenAI.
  • the concerned team is promptly notified via Slack, where the summary report is shared.

This automation links Salesforce, ServiceNow, Azure OpenAI, and Slack to enhance workflow efficiency.

機能

機能

Maximize Efficiency with Seamless Multi-Platform Automation Features

  • The template eliminates manual tasks by seamlessly connecting Salesforce, ServiceNow, Azure OpenAI, and Slack.
  • The standardized onboarding ticket creation and summary generation ensure a consistent approach to handling won opportunities.

公開者

Internal Labs

公開者ページを表示

ライセンス契約とプライバシー条項

ライセンス契約

プライバシー条項

技術情報

更新日

2023年8月7日

アプリケーション

Microsoft Azure OpenAISalesforceServiceNowSlack

コレクション

サポート

UiPath コミュニティ サポート

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