Tip #1: Automate your business processes using Orchestly

Tip #1: Automate your business processes using Orchestly



Today's organizations function like a modern-day Hercules. From juggling new ideas, to implementing and defining key features, the daily tasks can seem overwhelming. Our teams are smart, but the hustle between documents and spreadsheets might bury important tasks underneath a growing pile of work. We wondered if we could help streamline your processes.
 
Orchestly, a business orchestration platform to design, automate, and analyze all your business processes focuses on everything from simple workflows to complex activities. You can plan every detail and track the progress of tasks as they move through your team. 

Let us consider a real-time scenario. Amir runs a manufacturing company with an international customer base. Every customer request has to be processed, monitored, and delivered within the expected timeline. Tracking the requests manually might prove to be inefficient and time-consuming. So, Amir opts to automate the requests using Orchestly. 

Layouts

Layouts are online forms built to capture data from the customers. 
 
Amir creates layouts for different manufacturing services provided by the organization. Customers fill these digital forms to initiate new requests (read jobs).



Blueprint

Blueprint lets you design a step-by-step flowchart for your organizational processes using a drag-and-drop flowchart builder. 
 
Amir designs blueprints to support the different workflows handled by the organization. Blueprints can also be configured to assign responsibilities, trigger webhooks, and associate custom functions.



Jobs

Work items requested by the customers are called jobs. 
 
Amir’s customers can create jobs to initiate requests. These requests are assigned to individual users or teams in the organization. This helps users to ascertain accountability for every step in the process, identify the next step to be executed, and calculate the time consumed by each user in every step.



Reports

Reports provide powerful insights into the efficiency of the organization’s workflows. 
 
Using reports, Amir measures the time taken by each user to perform different steps in the workflow, identifies bottlenecks, and refines the processes to improve the organization’s productivity.



Orchestly thus helps Amir to plan, run, and monitor all the workflows on a code-free business orchestration platform. 
 
Orchestly will be a part of the Zoho One bundle in a couple of months. You can also manage your work on the go with our iOS and Android apps. 
 
Get a comprehensive view of Orchestly from our blog. Take a look at our help center for product related guidance. If you have any questions or suggestions, leave a comment below or email us at  support@orchestly.com



    • Sticky Posts

    • Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly

      Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them.   Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates
    • Qntrl's 2023 year in review

      This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This new
    • Tip #61: 5 different ways to create Cards in Qntrl

      Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning
    • Tip #17: Stay informed of significant business impact using Orchestly

      With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates.   Orchestly recognizes such requirements and provides adaptable solutions for all business
    • Onboard faster with Orchestly's Tutorials

      We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly.   Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management.   We're looking forward to document more customer-centric
    • Recent Topics

    • Is Bigin Really Free - Confused by notifications?

      I started to look at Bigin as I was under the impression it was free, but as I started using it I kept getting messages that my trial period was X number of days and to upgrade. When I see something like this I assume I am not on a free version of anything
    • What's New in Zoho Analytics - December 2024

      Hello Users! We’re excited to bring you a roundup of the latest features and improvements in Zoho Analytics. These updates are designed to elevate your data analytics experience, making it more powerful, interactive, and seamless. Let’s dive in! Expanded
    • Tracking a loan from an investor - a new Bank or Credit Card

      I have an investor providing money from a HELOC (Home Equity Line Of Credit). I have also turned around and loaned this money to another company. But I want to track my outstanding balance of the debt that I owe to the HELOC. Would I / should I track
    • Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities

      Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based
    • The Zoho Meeting Video Quality Crisis

      I'm evaluating Zoho One for my business in Switzerland, and I must address a critical concern that threatens our potential adoption of the platform—the persistently poor performance of Zoho Meeting's video conferencing capabilities. In today's digital-first
    • Pay run Error

      Trying to run the last payroll of the year. The payment doesn't get to the employee Due to Technical Glitch in Tool, kindly Help us and resolve IT's showing Technical Glitch from Bank Website But bank People saying contact Zoho team for further solu
    • How to make the default currency type in a certain module different from the base currency>

      We have US dollar as the base currency. Also we have two more other currency types. In a custom module, we would like to make another currency as the default one rather than USD. Is it possible to do? How? Thank you very much!
    • Track Contact's Employment/Account History

      Thank you in advance for all of your help! Is there a way, within Zoho, to keep track of a contact's employment history? For example, if John Doe is my contact at Account 1, but leaves the company and is hired by Account 2, can I... ...maintain John Doe
    • CRM became very slow

      Plz check asap. image failed to upload , workflow doesn't run
    • ZohoCRM Workflows Not Triggering After Tool Recovery

      I noticed that ZohoCRM experienced an issue earlier, and according to the status webpage (https://status.zoho.com/), all tools were reported to be fully restored as of 03:00 (PST) on December 30, 2024. However, ZohoCRM workflows are still not triggering
    • API to post drafts for social media

      I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon
    • What do the color presents represent on the parts of the website?

      I would like to customize my color palette, but I have no idea how each color relates to the parts of the website. It is labeled as uno, duo, trio, etc... Could somehow tell me how they're related or name them more intuitively? Thanks
    • Switch to enable or disable sent notification when close a ticket

      Some time you need to turn off the notification email on closing a ticket. But the only way is in the Settings of Zoho Desk. It would be great to have a switch in the ticket just to disbale for once the notification mail when close the ticket.
    • Elevating Email Security on Zoho Desk: DKIM Now Mandatory

      Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory for
    • Deluge upload to upload file field

      Trying to upload a file to a field type Upload File. I believe I have most correct. I have a merge and download from writer. I have this same script in many other functions and it works fine. I then upload the file to ZFS and get a success response However,
    • Alternatives to using multi-select lookup field for a 1-many module relationship?

      I have 2 modules where I only need multi-select lookup option on one of them and the other always has a 1-1 relationship. Do I have to use a multi-select lookup field in this case? Is there another way to solve this? Am asking because I've hit the limit
    • O que é o Code Studio no Zoho Analytics?

      Olá Pessoal, Colocando um pouco de informação sobre uma feature do Zoho Analytics chamada Code Studio. O Code Studio é: ‌Funcionalidade que permite desbloquear recursos de Data Science e Machine Learning (DSML) no Zoho Analytics. Utiliza código Python
    • Sobre qual tema você gostaria de falar em 2025?

      Olá Pessoal, Quais temas que gostariamos de explorar em 2025? - Zoho CRM Customizações Básicas - Zoho CRM Funções Personalizadas - Zoho Desk Básico - Zoho Desk Avançado - Zoho Analytics - Zoho Creator Deixe a sua opinião
    • Sobre qual tema você gostaria de falar em 2025?

      Olá Pessoal, Quais temas que gostariamos de explorar em 2025? - Zoho CRM Customizações Básicas - Zoho CRM Funções Personalizadas - Zoho Desk Básico - Zoho Desk Avançado - Zoho Analytics - Zoho Creator Deixe a sua opinião
    • Need manual aggregate column pathing help

      See linked video here: https://workdrive.zohoexternal.com/external/a5bef0f0889c18a02f722e59399979c604ce0660a1caf50b5fdc61d92166b3e7
    • Automatic Updates for Zoho Desk Extensions

      Dear Zoho Desk Team, I hope you're doing well. We would like to request the addition of an automatic update feature for Zoho Desk extensions. Currently, updating extensions requires manually searching for updates and clicking the update button. This process
    • Contemplating moving my site from WordPress to Zoho Sites

      Hi Everyone, We currently find ourselves in a situation where we ant to review and update our current sites content. We are small business owners, not developers. We currently use a wide range of Zoho products. We sometimes think about the possibility of either moving or just starting from scratch on Zoho Sites. I would like to know if anyone has done this and of course the things that need to be considered. We have spent quite a bit of time getting our current site positioned organically and I guess
    • How to view all departments on one dashboard or ticket view?

      Hi guys, We've just started using Zoho Support and found a very weird quirk. It seems that you need to click into each deparment to view the new tickets instead of just seeing a global dashboard of all tickets across all departments. Seems very odd, is this correct or are we missing something? If this is currently not possible, can someone from Zoho let us know if a global dashboard view is going to be developed soon? How soon? This is going to be a dealbreaker for us as we have lots of departments...
    • Is Drawing feature supported in zoho Sheets?

      Is there any option to draw arrows and some basic shapes such as circle , rectangle etc in zoho sheets? if so, can someone help me find it 
    • Conexion CREATOR x CRM

      Buenas tardes, Tengo un problema con un código que crea un registro en CRM. Revisé el CRM para eliminar los campos obligatorios, pero cuando ejecuto el programa, aparece el siguiente mensaje de error: {"code":"MANDATORY_NOT_FOUND","details":{"api_name":"data"},"message":"required
    • Is there a way to sync Tags between CRM and Campaigns/Marketing Hub?

      I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?
    • IP Addresses for Whitelist

      Hi,  Where can I get a list of the IP addresses I need to whitelist for accessing Zoho Desk? TIA
    • We would like to make a separate, internal-only knowledge base. Is it possible to have a public department but not display it in the help center?

      It seems like it is not possible to display/hide the knowledge base from the help center per department.  Is there a way to do this? It looks like all department knowledge bases are displayed if they are public, and there is no way to hide one from the help center while keeping it accessible via a permalink URL. For example, lets say I have one KB for Clients and one for Employees.    I want to keep my Clients KB public, and also want the Employees KB to be public, but NOT displayed in the help center.
    • Template Email Reset Password

      Hi It is possible to customize the email that comes to a Customer Portal user? It comes in English and need this in Spanish. Esteban Elias Preventa Tecnica - Educacion Xpears.com
    • URL_ROLLING_THROTTLES_LIMIT_EXCEEDED

      Hello, for several times now we are getting URL_ROLLING_THROTTLES_LIMIT_EXCEEDED in the Failure tab. What does it mean, and how can we solve this? Thanks, M.
    • Possible to customise list of file attachment options?

      Is it possible to customise (disable/remove) the list of file attachment options (see screenshot below)? I would like the users to only use the options "Link (URL)" and "Other Cloud Drives". I have super admin rights to customise the CRM.
    • Automating CRM backup storage?

      Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
    • Invoices with billable time and expenses

      I cannot seem to get a straight answer. We are looking to create an invoice to send to our clients, but it needs to have the following on it: 1. Billable hours for each employee. All hours for the pay period on one line, by employee. 2. Expenses for each
    • URL for downloading uploaded file - THE SOLUTION

      Hi, I would like to share the solution for downloading uploaded files using url. There is no documentation for it and there are multiple forum threads with old solutions that didn't work for me. Here is the updated url - tested and works! fet = form_name[ID
    • All Tasks Queued for Last 3+ Hours

      How does one resolve this? All of my tasks, from many different Flows, are stuck in the "Queued" status. This is interrupting my business processes, which depend on the timely execution of automations.
    • Why can't I connect to the software suddenly? Network error, internal error, unable to contact you

      Why can't I connect to the software suddenly? Network error, internal error, unable to contact you
    • Auto Generated Invoice number YEAR

      Auto Generated Invoice number shows transaction year as 25 even though it's 24 still.
    • The Social Wall: December 2024

      Hey everyone, As the year comes to an end, and the festive spirit fills the air, we're thrilled to bring to you the final edition of the Social Wall for 2024. Let's see what updates went live during December, and then go on with planning the new year!
    • Not displaying a newly created window within an application

      On a specific stock trading application (see image below), when a newly created full screen operation is invoked (File->New) oft times it is invisible (the mouse input is correctly routed to the new window but the hover over contents shows the invisible
    • Last payroll of the year gives me an error

      Trying to run the last payroll of the year. The payment doesn't get to the employee until 1/1/25, which is correct. However when I try to process it I get the following error: Tax calculation is not supported for the year 2025. Please change the Pay date.
    • Next Page