Create an automated workflow with different applications using Zoho Forms and Zoho Flow integration
Integration helps establish a connection between applications to create automated workflows. If you’re a Zoho Forms' user, then you probably know about some awesome integrations like Zoho Forms with Zoho CRM or Zoho Sign, and more.
Zoho Forms offers direct integration with many applications. These integrations make life easier, but what if the workflow you want to create involves more than one application, or there’s no direct connection available?
That's where Zoho Flow swoops in to save the day. The Zoho Forms integration with Zoho Flow helps trigger actions in different applications simultaneously to automate your workflow. With this integration, you can trigger up to five actions per form submission, leveraging the capabilities of either the same application or five different applications from Zoho's suite of 150+ connectable apps. This helps streamline repetitive tasks and save your valuable time.
How does it work?
Say you're planning a webinar and want to streamline the promotion process while ensuring you don't forget to spread the word on social media. Wonder how to do all that at once?
The solution is simple; you can use Zoho Flow to automate tasks and create a workflow to effortlessly manage everything in one place. Connect your form with applications like Zoho Meeting and Slack. With just a few configurations, Zoho Flow takes care of the rest. You can schedule webinars, manage your webinar announcement, and set a personal reminder without juggling between platforms.
How do you configure it?
1. Create your form
Design Zoho Form with fields for personal reminder message, reminder time, group message, name, and email.
Note: You can choose to get these inputs from the user or configure them directly in action settings.
2. Integrate Zoho Flow with other apps
Integrate your Zoho Forms with Zoho Flow and choose the desired application to configure; in our case, Slack and Zoho Meeting. Refer to the Zoho Flow Integration help page to set up the integration.
3. Configure actions
Action 1: Schedule webinar using Zoho Meeting
This action directly schedules a webinar upon triggering the flow.
In the action setting, provide the webinar topic and the presenter's email ID to schedule the webinar. You can also choose to add the start time, duration, and participants’ email addresses.
Action 2: Send a public-channel message using Slack
This action ensures that everyone on the team stays informed by sending a message to the designated public channel.
In the action setting, configure the public channel name, message, and user name to send the message.
Action 3: Create a reminder using Slack
This action schedules a personal reminder to prompt you to do a task.
In the action setting, configure the user to remind, the reminder message, and the reminder time.
4. Execute your actions
Once a user submits the Zoho Form, Zoho Flow triggers the actions. With just a single click, a webinar gets scheduled, a message is sent to the specified public channel to ensure that everyone on your team is informed about the upcoming event, and a reminder message is set to prompt you to share it with your network at the specified time.
This workflow shows how you can simplify the webinar scheduling and promotion process. The Zoho Flow integration with Zoho Forms empowers you to connect with various applications, automate repetitive tasks, and streamline your workflows upon form submission. With over 150+ connectable applications, you can create custom workflows to simplify your day-to-day work, eliminating the need to switch between platforms. Save valuable time by integrating your forms with Zoho Flow today!
This workflow is just one example of how Zoho Flow can simplify your work. The possibilities with Zoho Flow are endless! Tell us in the comment section what other integrations you would like to see explored. Help us tailor future content to your needs!
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Ramya A
Sticky Posts
Easily track referrals with Zoho Forms
Referral tracking can be a powerful way for businesses to understand where their leads are coming from. With Zoho Forms, tracking the referral sources of your leads is an easy and straightforward process. Here are some tips to help you make the most of9 Ways to use Zoho Forms this Navratri
Hello form builders!Navratri is almost here! It is a time for celebration and culture in the Indian community, and organizing such a grand event can be overwhelming. But with the right tools, you can streamline the process and focus on creating unforgettableThe secret to collecting data from valid users
Collecting accurate data is crucial for making informed decisions. Zoho Forms offers two efficient ways to validate user data and ensure that you collect entries exclusively from valid users. Double Opt-in: Double Opt-in is a privacy feature that ensuresStorage space in Zoho Forms: The ultimate guide to efficiently managing your data
Are you using Zoho Forms for data collection? As with any data-intensive application, understanding how storage space is calculated is essential. That's why we've created this guide— to show you everything you need to know about managing storage spaceLinking primary form submissions to a second form submission
Let's imagine you have a form that you use to request a minimal amount of data from your users. To collect additional information, you redirect them to another form either automatically or based on a condition. During the course of redirection, you can
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
how to change the page signers see after signing a document in zoho sign
Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!Introducing real-time document commenting and collaboration in Zoho Sign
Hi, there! We are delighted to introduce Document commenting, a feature that helps you communicate with your recipients more efficiently for a streamlined document signing process. Some key benefits include: Collaborate with your recipients easily withoutPolish signer experience to compete with docusign
I would like to suggest that someone spend the little bit of time to polish the signer experience, and the email templates to more of a modern professional feel. They are currently very early 2000s and with some simple changes could vastly improve theTicket Loop from Auto Responce
We’re seeing an issue where a client’s help desk triggers a ticket loop. When they email us, our system creates a ticket and sends the acknowledgement. Their system then creates a ticket from that acknowledgement and sends one back to us, which createsvalidation rules doesn't work in Blueprint when it is validated using function?
I have tried to create a validation rule in the deal module. it works if I try to create a deal manually or if I try to update the empty field inside a deal. but when I try to update the field via the blueprint mandatory field, it seems the validationHow to make rule to filter out some emails from receiving the notification "Receiving a new ticket"?
Good Morning, We are currently using the "Receiving a new ticket" notification rule to provide that auto reply template to a customer that emails us for support. However, there are some emails we don't want to receive this auto-reply. Where can I setZoho Signatures Missing
In the past after collecting signatures from two different PDFs I would merge them by calling an api and the signatures would appear in the combined PDF. Recently the signatures have disappeared whenever I combine the PDFs together. Why did this randomlyStop the Workarounds: We Need Native Multi-Step Forms
After over 17 years of community requests, I'm hoping the Zoho team can finally address the lack of native multi-page form support in Zoho Creator. This has been one of the longest-standing feature requests in the community, with threads spanning nearlyMetadata API Access to Functions
I think it would be incredibly helpful to have api access to every function's code. Our team primarily uses deluge functions to update fields across modules according to business logic. I would like to create a visual dependancy model for our CRM, butAutomate pushing Zoho CRM backups into Zoho WorkDrive
Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. TheyExciting Updates to the Kiosk Studio Feature in Zoho CRM!
Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerfulReply to Email for SO/PO
Hello, We are new to Zoho Books and running into an issue. Our support@ email is our integration user. When our team is sending out PO/SO's we are updating the sender email, but for some reason many of our responses are coming back to our support@ emailNew activity options for workflows
Greetings, We are excited to announce the addition of two new dynamic actions to our workflow functionality: Create Event and Schedule Call. These actions have been thoughtfully designed to enhance your workflow processes and bring more efficiency toRemove the “One Migration Per User” Limitation in Zoho WorkDrive
Hi Zoho WorkDrive Team, Hope you are doing well. We would like to raise a critical feature request regarding the Google Drive → Zoho WorkDrive migration process. Current Limitation: Zoho WorkDrive currently enforces a hard limitation: A Zoho WorkDriveEnrich your contact and company details automatically using the Data Enrichment topping
Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveragingImportant Update: Google Ads & YouTube Ads API Migration
To maintain platform performance and align with Google's newest requirements, we are updating the Google Ads and YouTube Ads integrations by migrating from API v19 to the newer v22, before the official deprecation of v19 on February 11, 2026. Reference:Enhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more
The multi-currency feature helps you track currencies region-wise. This can apply to Sales, CTC, or any other currency-related data. You can record amounts in a customer’s local currency, while the CRM automatically converts them to your home currencyKaizen #228 - Process Large-Scale Migrated Data Using Catalyst Solutions
Howdy, tech wizards! This week’s Kaizen explores how Catalyst Solutions in the Zoho CRM Developer Hub help import large volumes of data into Zoho CRM while improving data quality and simplifying the migration process. Why Catalyst Solutions? CatalystGetting Subform Fields to Display Top to Bottom
I have a form where the fields are all in one column. I want to insert a subform where the fields are stacked in one column as well. I have built both the form and subform but the subform displays the fields from left to right instead of a stacked column. This will cause a problem displaying the subform correctly on mobile apps. How can I do this please?' Here is my form with subform now. As you can see the subform "Follow Up Activity" is displaying the fields left to right. I need them to go topZoho Expense Import Reports Won't Work Because Default Accounts Already Exist
Im trying to import reports from another Zoho expense account to mine and im getting errors that won't allow the import to happen The account name that you've entered 'Ground Transportation' already exists. Enter another name for the account and try again.zInactive License for free account.
I recently upgraded my Cliq subscription not my team (on the free version), are unable to login to their accounts. The error message received is Inactive License Looks like you have not been covered under the current free plan of users. Please contact2026 Product Roadmap and Upcoming Features
This is your guide to what is coming in Zoho Vertical Studio throughout 2026. We’ll update this post throughout the year as items move from development to release, and as and when new initiatives are added. Once a feature is released, it will be reflectedPlease, make writer into a content creation tool
I'm tired of relying on Google Docs. I'm actually considering moving to ClickUp, but if Writer were a good content creation tool instead of just a word processor, I would finally be able to move all my development within the Zoho ecosystem, rather thanSyncing zoho books into zoho crm
I was wondering how I can use zoho books in crm as I have been using them separately and would like to sync the two. Is this possible and if so, how? ThanksRelease Notes | January 2026
We have rolled out a set of powerful new enhancements across Zoho Vertical Studio that bring several long-awaited capabilities to your applications. These updates focus on deeper customization, smarter automation, better reporting, and improved usabilityLive Chat for user
Hi everyone, I’m new to Zoho Creator and wanted to ask if it’s possible to add a live chat option for all logged-in portal users so they can chat internally. I’m trying to create a customer portal similar to a service desk, but for vehicle breakdowns,Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!
Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficientAnnouncing new features in Trident for Mac (1.34.0)
Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to take workplace communication to the next level. Let’s take a quick look at what’s new. Connect with customers using Zoho Voice integration. You can now easilyMassive Zoho Books failure
We have not received any communication or notification from Zoho, but we have detected that Zoho Books is not working for all our users. We cannot access or use Zoho Books. This is critical. We are trying to contact Zoho on the Spain telephone number,The Social Wall: January 2026
Hello everyone, We’re back with the first edition of The Social Wall of 2026. There’s a lot planned for the year ahead, and we’re starting with a few useful features and improvements released in January to help you get started. Create a GBP in SocialHow to block whole domain?
I am getting at least 50-75sometimes over 100 spams emails a day. I see a lot of the spam is coming from .eu domains. I would like to block /reject all email coming for the .eu domain. I do not have any need for email from .EU domains. Why won't the BlackListHow Zoho Contracts Makes Negotiations Clear, Secure, and Transparent
Negotiation is one of the most critical—and often most chaotic—stages of the contract lifecycle. Multiple stakeholders review the same document, propose changes, debate terms, and exchange feedback. Without the right tools, this collaborative processError: Invalid Element tax_override_preference
In both Books and Inventory, we're getting the following error whenever we try to enter any Bill: I think this is a bug. Even cloning an old bill (that obviously was entered just fine), this error occurs.Assign Income to Project Without Invoice
Hello, Fairly new user here so apologies if there is a really obvious solution here that I am just missing... I have hundreds of small deposits into a bank account that I want to assign to a project but do not want to have to create an invoice every timeHow to Print the Data Model Zoho CRM
I have created the data model in Zoho CRM and I want the ability to Print this. How do we do this please? I want the diagram exported to a PDF. There doesnt appear to be an option to do this. Thanks Andrewour customers have difficult to understand the Statements
our costumers have big problems to understand Zohos Statements. we need a text box after the payment number to explain what the payments are for. Is it possible to develop a version of the Statement with that kind of box and if so whu can do itHow to track a list of ALL the items that ONE customer bought?
Hello, I am interested in getting a list of all the items that only ONE of my customers bought, and the invoices are what show up instead. It's very tedious to go through every single invoice when we sell a lot of items to this customer. Surely thereExchange Rate Updates
Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!Locked Out of Super Admin Account
I'm locked out of my Super Admin account and the external e-mail is no longer associated with it. There seems to be a problem during set up, the system ought to ask to assign a new password instead of using Google accounts. Please help me get back access.Emails are going to notification folder and not in inbox
emails are going to notification folder and not into inboxNext Page