Tip #2: Get early access to integrate Orchestly with Zapier!

Tip #2: Get early access to integrate Orchestly with Zapier!



Our digital workspaces are packed with many applications. We run our projects, track issues, collaborate with co-workers and customers, and toggle between all our productivity suites everyday. A business orchestration software like Orchestly manages your workflows and data along with it. If you ever wanted to synchronize Orchestly's data with other applications you use, well, our wish-granting Genie heard you right! 



We’re integrating Orchestly with Zaiper soon. Zapier connects 1000+ applications, manages the data flow, and automates the repetitive tasks between these applications. By integrating Orchestly with Zapier, you can maintain consistent data and automate workflows between Orchestly and any application supported by Zapier. 

While we do the background work to make this integration live, we’re providing select customers with exclusive early access. If you're wondering where to start, we’ve compiled a list of our favourite integrations and their workflows. You can share yours too!

Integrate Orchestly with project management softwares

Whenever a new job, a new user, or a new comment is added to Orchestly, a relevant action like adding a task or user can be configured in the project management applications like Zoho Projects, JIRA, etc.

Integrate Orchestly with form builder softwares

A new job or a new user can be added to Orchestly whenever a user submits form entries in applications like Google Forms, JotForm, etc.

Integrate Orchestly with CRM softwares

Whenever a new job is added to Orchestly, a new ticket can be triggered in the CRM applications like Zoho CRM, Salesforce, Pipedrive, etc.


We'd be glad to know the applications you'd integrate with Orchestly using Zapier. Click here to claim your early access. If you have any questions or suggestions, leave a comment below or email us at  support@orchestly.com





    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.






                              Zoho Developer Community




                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts



                                                              • 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


                                                              Manage your brands on social media



                                                                    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

                                                                                        • CRM Community Learning Series

                                                                                          CRM Community Learning Series


                                                                                        • Kaizen

                                                                                          Kaizen

                                                                                        • Functions

                                                                                          Functions

                                                                                        • Meetups

                                                                                          Meetups

                                                                                        • Kbase

                                                                                          Kbase

                                                                                        • Resources

                                                                                          Resources

                                                                                        • Digest

                                                                                          Digest

                                                                                        • CRM Marketplace

                                                                                          CRM Marketplace

                                                                                        • MVP Corner

                                                                                          MVP Corner









                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now


                                                                                              Zoho Show Resources

                                                                                                Zoho Writer

                                                                                                Get Started. Write Away!

                                                                                                Writer is a powerful online word processor, designed for collaborative work.

                                                                                                  Zoho CRM コンテンツ




                                                                                                    Nederlandse Hulpbronnen


                                                                                                        ご検討中の方




                                                                                                                • Recent Topics

                                                                                                                • ZOHO add-in issue

                                                                                                                  I cannot connect ZOHO from my Outlook. I am getting this error.
                                                                                                                • Marketing Automation

                                                                                                                  L.S. Marketing Automation is and has always been part of the Zoho One bundle - according to the information provided on the Zoho Website. Why when I open Marketing Automation do I get the following message?: "Your trial has expired. We hope you enjoyed
                                                                                                                • What's New in Zoho Analytics - January 2026

                                                                                                                  Hello Users! We are starting the year with a strong lineup of updates, marking the beginning of many improvements planned to enhance your analytics experience. Explore the latest improvements built to boost performance, simplify analysis, and help you
                                                                                                                • Translation from Chinese (Simplified) to Chinese (Traditional) is not working. It randomly translated. Google Translate accurately but zoho translate is not working at all

                                                                                                                  Hi friends, The newly added language for translation. https://www.zoho.com/deluge/help/ai-tasks/translate.html "zh" - Chinese "zh-CN" - Chinese (Simplified) "zh-TW" - Chinese (Traditional) my original text: 郑这钻 (and it is zh-CN) translated traditional
                                                                                                                • The Social Playbook - January edition: Getting started with content creation

                                                                                                                  Social media isn’t just about posting some random content. It’s about why certain content works, how brands stand out, and what makes people pause mid-scroll. The Social Playbook is a monthly community series where we break all of that down. Through real
                                                                                                                • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

                                                                                                                  Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these
                                                                                                                • Adding bank details to the contact through API

                                                                                                                  How to add bank-related information to the contact while creating it using API? The account number needs to be encrypted before sending it through API but not sure how to encrypt and get those values. Please guide me in this.
                                                                                                                • Font breakage in Zoho Mail Desktop Lite application for Mac

                                                                                                                  Dear Zoho Mail and Workplace Community, With the latest update of macOS Sequoia and macOS Tahoe, there has been font breakages in the email preview of Zoho Mail Desktop Lite application for Mac. This breakage is due to the corruption of the System fonts
                                                                                                                • Feature request - image resizing on sales orders

                                                                                                                  I need to be able to show the items on the sales orders, currently the item image shows really small and no way to resize it, need the ability to make the image larger to showcase the product on the pdfs
                                                                                                                • Nueva edición de "Ask The Expert" en Español Zoho Community

                                                                                                                  ¡Hola Comunidad! ¿Te gustaría obtener respuestas en directo sobre Zoho CRM, Zoho Desk u otra solución dentro de nuestro paquete de CX (Experiencia del Cliente? Uno de nuestros expertos estará disponible para responder a todas tus preguntas durante nuestra
                                                                                                                • Automation Series: Auto-Notify External Users on Issue Closure

                                                                                                                  Hello Folks! In Zoho Projects, you can notify external issue reporters via email when an issue is marked as Closed. This helps the users avoid manual follow-ups and keeps the reporter updated. In this post, we’ll walk through a simple setup using a Web
                                                                                                                • Turn chat conversations into real action with Integration Blocks in Guided Conversations

                                                                                                                  When a Guided Conversation fails, it's usually not because the logic is wrong. They fail because the conversation stops moving. A customer starts a chat with a clear goal: report an issue, check a status, or confirm something. At first, the flow does
                                                                                                                • Basic Mass Update deluge schedule not working

                                                                                                                  I'm trying to create a schedule that will 'reset' a single field to 0 every morning - so that another schedule can repopulate with the day's calculation. I thought this would be fairly simple but I can't work out why this is failing : 1) I'm based in
                                                                                                                • click to call feature

                                                                                                                  I've Zoho CRM and in that i want click to call feature.
                                                                                                                • Can the Product Image on the Quote Template be enlarged

                                                                                                                  Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks
                                                                                                                • Creating Parent Child relationship in Accounts

                                                                                                                  We have customers with multiple locations, I setup the HQ as an account, then I setup the different sites marking the HQ as the parent to that location. If I then do a Deal for one of the locations, is there a way to show by looking at the parent account
                                                                                                                • Learner transcript Challenges.

                                                                                                                  Currently i am working on a Learner Transcript app for my employer using Zoho Creator. The app is expected to accept assessment inputs from tutors, go through an approval process and upon call up, displays all assessments associated with a learner in
                                                                                                                • Client and Vendor Portal

                                                                                                                  Some clients like keeping tabs on the developments and hence would like to be notified of the progress. Continuous updates can be tedious and time-consuming. Zoho Sprints has now introduced a Client and Vendor Portal where you can add client users and
                                                                                                                • need a packing list feature

                                                                                                                  In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.
                                                                                                                • #7 Tip of the week: Delegating approvals in Zoho People

                                                                                                                  With Zoho People, absences need not keep employees waiting with their approval requests. When you are not available at work, you can delegate approvals that come your way to your fellow workmate and let them take care of your approvals temporarily. Learn more!
                                                                                                                • Admin Tip: Manage sub-domain emails using sub-domain stripping

                                                                                                                  As an admin, you may need separate domains for different departments such as sales, support, and marketing. While this approach offers flexibility, creating and managing multiple domains can quickly become overwhelming, especially since each domain requires
                                                                                                                • Quick Copy Column Name

                                                                                                                  Please add the ability to quickly copy the name of a column in a Table or Query View. When you right-click the column there should be an option to copy the name, or if you left-click the column and use the Ctrl+C keyboard shortcut it should copy the
                                                                                                                • Ability to Edit YouTube Video Title, Description & Thumbnail After Publishing

                                                                                                                  Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing the
                                                                                                                • How do I remove a data source from Zoho Analytics?

                                                                                                                  I am unable to find a delte option on a datasource that i put in the system as an error. On teh web it refers to a setup icon but I do not see that on my interface?
                                                                                                                • Add Employee Availability Functionality to Zoho People Shift Module

                                                                                                                  Hello Zoho People Product Team, Greetings and hope you are doing well. We would like to submit a feature request to enhance the Zoho People Shift module by adding employee availability management, similar to the functionality available in Zoho Shifts.
                                                                                                                • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

                                                                                                                  Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass
                                                                                                                • Is Desk Down?

                                                                                                                  Across department - always an error. [Status Mode] - error [Table View and the rest] - working
                                                                                                                • How do I change the wording of the tile of SignForm?

                                                                                                                  When my user opens a SignForm url, the title that is presented is always "SignForm signer Information" and a form is displayed asking for the username and email address. This can be confusing to the end user. How can I change the title at least (Or at
                                                                                                                • How to link tickets to a Vendor/Vendor Contact (not Customer) for Accounting Department?

                                                                                                                  Hi all, We’re configuring our Accounting department to handle tickets from both customers and vendors (our independent contractors). Right now, ticket association seems to be built around linking a ticket to a Customer / Customer Contact, but for vendor-originated
                                                                                                                • Automatic Matching from Bank Statements / Feeds

                                                                                                                  Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
                                                                                                                • Unify Overlapping Functionalities Across Zoho Products

                                                                                                                  Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,
                                                                                                                • Automation #7 - Auto-update Email Content to a Ticket

                                                                                                                  This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonly
                                                                                                                • Ticket to article and Ticket to template

                                                                                                                  Hello! I would like to know if it is possible (and how) to do the following actions: 1. To generate an article from a ticket (reply + original message) 2. Easy convert an answer to an email template
                                                                                                                • Is there API Doc for Zoho Survey?

                                                                                                                  Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than
                                                                                                                • Kaizen #225 - Making Query-based Custom Related Lists Actionable with Lookups and Links

                                                                                                                  Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss an exciting enhancement in Queries in Zoho CRM. In Kaizen #190, we discussed how Queries bridge gaps where native related lists fall short and power custom related
                                                                                                                • WebDAV / FTP / SFTP protocols for syncing

                                                                                                                  I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful
                                                                                                                • Change the "from" field

                                                                                                                  Hello, I used some random word to create the account ID to later host the domain based emails. That username shows up in the "from" field on test emails. How do I change that to a custom one, like first name/last name or business name? I tried to create second user and "named" it the way I want and it worked to a degree, although the "from" field shows all lower case letters, while original had some capital letters. So the "all-low-case" is another issue I am having... Thank you
                                                                                                                • [Free Webinar] Learning Table Series - AI-Enhanced Logistics Management in Zoho Creator

                                                                                                                  Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About Learning Table Series Learning Table Series is a free, 45-60
                                                                                                                • How to use Rollup Summary in a Formula Field?

                                                                                                                  I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible
                                                                                                                • Zoho Creator to Zoho CRM Images

                                                                                                                  Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there
                                                                                                                • Next Page