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
Bug Report and Suggestions for Improvement in Zoho Applications
Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. ZohoNeed Help: Updating Related Records via Subform Entries in Zoho Creator
Hi everyone, I’m trying to set up a workflow in Zoho Creator where each row in a subform updates related records in another form automatically. Here’s the situation: My main form (e.g., “Receipts”) contains a subform where each row selects a related recordZoho Desk - Community - Customer Portal - Description Field UX Improvement
Hi Zoho Desk Team, As a prolific user of Zoho Cares Community, I find it very frustrating that I cannot increase the size of the Description box (this one which I am typing this message). Many apps with multi line text fields have a small handle in theAdd the same FROM email to multiple department
Hi, We have several agents who work with multiple departments and we'd like to be able to select their names on the FROM field (sender), but apparently it's not possible to add a FROM address to multiple departments. Is there any way around this? Thanks.Can I change the format of the buttons in the email templates?
Hi all! We have been working hard trying to brand our email templates, and have some way to go yet. One of the things we can't seem to edit is the green ${Cases.CUSTOMER_PORTAL_BUTTON} button and the font of the View Ticket text. Is there any way of doingIntroducing parent-child ticketing in Zoho Desk [Early access]
Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-childZero Personalization of the File Sharing Experience
By now (2025) this is the maximum level of personalization available for a Zoho sharing link. We gently asked Zoho if we could modify at least the background, and they replied that it cannot be customized. We're truly disappointed – and surprised everyLead to Contact Conversion with multiple email address fields
We are a B2C business with a strong repeat cycle, and as such it's not uncommon for customers to use multiple email addresses with us. We have both our Contacts & Leads modules set up with 3 email fields. (Primary Email / Secondary Email / Historic Email)Introducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forDoes Thrive work with Zoho Billing (Subscriptions)?
I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank youHow to display two measures (sales and price) divided by categories on one line chart
Hi everyone, I’m having trouble figuring out how to display two columns on a line chart with category breakdowns. What I need is a line chart where one line represents Sales and the other represents Price. However, the Price data is divided into aroundExporting Charts from ZohoCRM
Hi...I'm relatively new to ZohoCRM, but very happy with it so far. I have all my leads and potentials accurately entered, and like the reports that I can view, with charts at the top of the data. But when I export the data, I'm receiving only the data, whether I export as excel, csv or pdf. How can I export both the chart and the data? In case it makes a difference, I'm using the free version right now. I tried researching the other editions to see if a paid version of the software offered the abilityAutomatically Update Ticket Status in Zoho Desk Based on Actions in Zoho Projects
Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to manage tasks related to customer tickets, and it works well for linking and tracking progress. However, there are a few important automation capabilitiessms long credits
I’m trying to purchase Long Code credits so I can send SMS campaigns to my contacts. However, when I click the “Buy Now” button, the page appears blank and doesn’t load any purchase options. Could you please assist me in purchasing the Long Code creditsTip #48- Power Your AI Workflows with Zoho Assist on Zapier’s MCP- 'Insider Insights'
We’re thrilled to announce that Zoho Assist is now part of Zapier’s Model Context Protocol (MCP), bringing remote support automation right into your AI ecosystem. What is MCP? The Model Context Protocol (MCP) is Zapier’s new framework designed to connectInsert Cookie Policy in Zoho Sites
Hello, i need to insert a banner on my site because i'm in Italy so i have to respect EU laws for Cookie Policy and Privacy Policy. I see that i need to insert a code in <head> section of my site to show a banner/popup with cookie info. How i can do this? Thank you LucaMarketing Tip #1: Optimize item titles for SEO
Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantlyCustomer Parent Account or Sub-Customer Account
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, theyForced Logouts - Daily and More Frequent
In the last month or so, I've been getting "power logged out" of all of my Zoho apps at least daily, sometimes more frequently. This happens in the same browser session on the same computer, and I need to re-login to each app separately after this happens.Paste issues in ZOHO crm notes
Hi, since a week or so I have issues with the paste function in ZOHO CRM. I use "notes" to copy paste texts from Outlook emails and since a week or so, the pasting doesnt function as it should: some text just disappears and it gives a lot of empty lines/enters.....ENTER key triggering Submit
Is it possible to stopped the ENTER key from the mandatory triggering of the Submit button on Creator form? I want forms submitted "ONLY" when the Submit button is pressed.Is it possible to assign Client user to external task ON PROJECTS' TEMPLATES?
Is it possible to assign Client user to external task ON TEMPLATES PROJECTS?Draft & Schedule Emails Directly in Bigin
Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to email in Bigin. We'll go over each one in detail, but here's a quick overview: Previously, you couldn't draft or schedule emails in Bigin, butZoho CRM Workflow and Function Backup Options
Hi everyone! I have been able to make several backups of my CRM data and noticed that the Workflows and Functions are not included in these backups. To my knowledge, there is no backup feature for workflows and functions, which is problematic in of itself.Cliq does not sync messages after Sleep on Mac
I'm using the mac app of Cliq. When I open my mac after it was in sleep mode, Cliq does not sync the messages that I received. I always have to reload using cmd + R, which is not what I want when using a chat application.Link to images
I have added images in pages. I would like to link those images with linked in URL so that they open in new window. There is an option of image -> link but I am not able to use the same to open URL in new window. Please check the attached image. Can youCanvas View - Print
What is the best way to accomplish a print to PDF of the canvas view?What's New in Zoho Analytics - October 2025
Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! ExtremeRespond faster and smarter with Zia in your IM Inbox
You’re in the middle of a busy chat queue. New messages keep popping up. One customer sounds upset. Another is asking a long list of questions. You need context. You need speed. You need help. That’s exactly when Zia Insghts jumps into action. It showsMeeting impossible to use when sharing screen
he Meeting tool in Brazil is practically unusable when sharing anything, whether it’s a presentation or simple navigation. When accessed via Cliq, the situation gets even worse: even basic calls fail to work properly, constantly freezing. And as you areLet's Talk Recruit: Meet Zia, your all-in-one AI assistant (Part-2)
Welcome back to Let’s Talk Recruit series. In Part 1, we introduced Zia and how AI is reshaping the way recruiters work. This time, we’re taking a closer look at how far Zia has come and how each update continues to simplify your everyday tasks. WhenWARNING : Smart list automatically unsubscribes your contacts.
I created a smart list of my team members based on the criterion that their email domain was @_____. The list refreshed as expected — but it ended up unsubscribing almost all members of my team. I contacted support, but it took two months to get a reply,Export Purchase orders as Excel
Is it possible to export purchase orders as excel rather than PDF? Our suppliers don't want orders made in PDF, they need it to be excel5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (10/31)
ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの中野です。 10月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 参加登録はこちら（無料）：https://us02web.zoom.us/meeting/register/BGYTysOnSqa9LA9eY2IKww ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的としたSubforms in Stateless Forms
Stateless Forms are very useful, but we can't build complex data entry pages without Subforms. Can this be implemented? This would make Stateless Forms truly powerful.Custom Function not getting package details when triggered from Workflow Rules.
I have a custom function for Packages that submits a form in our Creator app that we use to generate custom shipping labels (internal staff complete deliveries so we cannot generate shipping labels straight from Inventory). When the function is executedBilling Preferences per Account
Hello, We are trying to setup Billing Preferences in Zoho Desk to set up a different pricing per account. We charge different pricing per hour per customer/account. Account A = 100 per hour Account B = 125 per hour In the Billing Preferences in Time EntryTime entry preview for custom time entry templates.
Our company needed time entries in a specific format to document our client interactions. Since we are using a custom time entry layout, we have lost the "preview" on the time entry tab. Using the default time entry layout, you get a small preview ofSet to Review for all
We are testing the use of Writer as part of an internal review process for statement of work documents and have found that when the document is changed from Compose to Review by one person, that is not reflected for all others who view the document. IsImplementing a Self-Invoicing/Vendor Portal in Zoho Creator
Hello Zoho Community / Creator Experts, We would like to build a Self-Invoicing Portal (Vendor Portal) in Zoho Creator for our external contractors. Our goal is to allow approved contractors to log in, submit their invoice details (hours worked, projectNext Page