Key capabilities

• Automated workflows across apps: Automate routine tasks across different platforms, like scheduling appointments in Acuity or updating task boards in Trello, directly through your CRM workflows.
• Easy setup: Navigate to Setup > Automation > Actions in your CRM to access the Actions by Zoho Flow tab where you can manage and create new actions or connections easily.
• User permissions: Available to users with Manage Automation permissions, this ensures only authorized personnel can configure and manage these integrations.