Kaizen 213 - Workflow APIs - Part 1
If you have ever managed complex business processes, you know that Workflows are the quiet backbone of any well-run business process. They keep things moving; assigning owners, sending alerts, keeping deals on track, and much more. But until now, you could not manage them via APIs. That changes with the release of Workflow APIs.
In this series, we will work through a real-world scenario together, showing you how to transition from manually managing workflows to governing them using APIs. We’ll look at Zylker Cloud Services, an IT solutions provider trying to bring order to its growing CRM automations.
The use case: Scaling the sales process at Zylker Cloud Services
Zylker’s sales process touches multiple teams and modules like Leads, Deals, Calls, Appointments, etc. Over time, different team members created their own workflows. The result is familiar to anyone who has scaled fast:
Multiple versions of what should be the same process
Old, unused workflows still running.
Now, Zylker wants to bring structure and visibility to this automation sprawl. Their system administrators are building a custom admin dashboard to monitor and manage CRM workflows, without needing deep CRM expertise.
They want to:
Display a real-time list of all workflows with their status
Gain insights into workflow distribution across modules
Identify inactive or outdated workflows that may need cleanup.
However, the CRM UI only allows viewing one workflow at a time. There is no consolidated view to see all workflows, their triggers, and their status across modules. That makes auditing and governance tedious and error-prone, especially at scale.
This is exactly what the Workflow APIs solve. With this, they can:
Audit all existing workflows.
Review how and when they trigger.
Identify which modules and actions are supported before creating new rules or updating existing ones.
Update existing rules and create new rules.
Delete the rules that are no longer needed.
You can not build a dynamic admin dashboard or an automated audit system for Workflows through just clicks. But you can do this now, with Workflow APIs.
STEP 1: Discover and audit existing workflows
Before changing anything, we need to understand what we are working with. How many workflows do we have? What do they do? How many more can we create?
To get a complete inventory of Workflow rules, we can use the GET Workflow Rules API. This API returns a list of all the Workflow Rules configured for the CRM account.
Sample Request:
GET {api-domain}/crm/v8/settings/automation/workflow_rules
This initial audit acts like a master list, giving us an overall picture. It helps understand the scope of the automation landscape and identify obvious redundancies, like multiple workflows with similar names or purposes.
Sample Response:
{ "workflow_rules": [ { "created_time": "2024-01-15T14:20:30+05:30", "execute_when": { "details": { "trigger_module": { "api_name": "Deals", "id": "4876876000000002181" }, "repeat": false }, "type": "create_or_edit" }, "editable": true, "module": { "api_name": "Deals", "id": "4876876000000002181" }, "deprecated": false, "deletable": true, "description": "Alert VP of Sales for high-value opportunities", "source": "crm", "created_by": { "name": "Matthew Mayers", "id": "4876876000001360001" }, "last_executed_time": null, "modified_time": "2024-01-23T12:23:12+05:30", "name": "VP Alert - High Value Deal", "modified_by": { "name": "Matthew Mayers", "id": "4876876000001360001" }, "lock": { "locked_by": null, "message": null, "status": false }, "id": "4876876000016390024", "category": "default", "conditions": [ { "sequence_number": 1, "instant_actions": { "actions": [ { "related_details": null, "name": "VP notified", "details": { "module": { "api_name": "Deals", "id": "4876876000000002181" } }, "id": "4876876000016390063", "type": "field_updates" }, { "related_details": { "best_time": true }, "name": "High value deal alert", "id": "4876876000016390015", "type": "email_notifications" } ] }, "scheduled_actions": [ { "execute_after": { "period": "business_days", "unit": 1 }, "id": "4876876000016390074", "actions": [ { "related_details": null, "name": "Confirm VP follow-up", "id": "4876876000016390067", "type": "tasks" } ] } ], "criteria_details": { "relational_criteria": { "module_selection": null, "criteria": null, "module": null }, "criteria": { "group_operator": "AND", "group": [ { "comparator": "equal", "field": { "api_name": "Amount", "id": "4876876000000002557" }, "type": "value", "value": "50000" }, { "comparator": "equal", "field": { "api_name": "Stage", "id": "4876876000000002565" }, "type": "value", "value": "Negotiation/Review" } ] } }, "id": "4876876000016390025" } ], "status": { "active": true } }, { "id": "4876876000012015001", "name": "Lead Assignment - North Region", "module": {"api_name": "Leads"}, "status": {"active": true}, "execute_when": {"type": "create"}, "last_executed_time": "2025-10-14T11:56:20+05:30" // ... other keys omitted for brevity }, { "id": "4876876000012020001", "name": "Lead Assignment - South Region", "module": {"api_name": "Leads"}, "status": {"active": true}, "execute_when": {"type": "create"}, "last_executed_time": "2025-10-14T10:30:15+05:30" // ... other keys omitted for brevity } // ... additional workflows ], "info": { "per_page": 200, "count": 71, "page": 1, "more_records": false } } |
The response gives us a comprehensive overview of all configured workflows. For each rule, we get the metadata including its unique ID, name, description, the module it operates on, its activation status, and details about when it triggers. We also get audit information like creation timestamps and which user made changes.
Working with large results
When you have hundreds of workflows, pagination helps. The response includes an info object with pagination details:
count: The number of workflows on the current page
per_page: The maximum number of records per page (default and max is 200)
page: The current page number
more_records: Indicates if there are additional records to fetch.
If the more_records key is true, we can retrieve the next page by using the page parameter in the request.
While getting all workflows gives you the big picture, we may often want to focus on specific areas. This API offers several parameters to narrow down our search:
Parameter type | Description |
module | Filters workflows by the primary module they operate on. |
trigger_module | Filters by related modules that can trigger workflows. Use this when you want workflows that are triggered by changes in related records. |
execute_on | Filters by the specific action that triggers the workflow. |
status_active | Filters by activation status to see only active or inactive workflows. Useful for audits and cleanup operations. |
filter | Searches workflows by name using a JSON filter. |
page | Specifies which page of results to return. Use this for pagination when you have a large number of workflows. |
per_page | Limits the number of workflows returned per page. The default and maximum value is 200. |
sort_by | Sorts the workflows based on a specific field. The only supported value is modified_time. |
sort_order | Sorts the workflows in ascending (asc) or descending (desc) order. |
include_inner_details | Includes the inner details like conditions and actions of the workflows in the response. |
For example, to find all active lead workflows containing "Assignment" in their name, use:
Here is the API-call-ready version of the same, after URL encoding the filter value:
Now, if you inspect the response closely, you can see that we have two similar workflows: "Lead Assignment - North Region" and "Lead Assignment - South Region." And there is also an older workflow named "VP Alert - High Value Deal."
This workflow was created almost a year ago by a former team member, and it has not been modified for a long time. Is it still relevant? What exactly does it do? What criteria define a "high-value deal," and who exactly gets notified?
To answer these questions and understand the workflow's complete logic, we must examine it closely using the Get a Workflow API. This API returns the full configuration including all conditions, criteria thresholds, and specific actions for an individual workflow.
STEP 2: Inspect a single workflow using Get a Workflow API
Sample Request:
GET {api-domain}/crm/v8/settings/automation/workflow_rules/4876876000016390024
Here, 4876876000016390024 is the unique ID of the Workflow rule whose details we want to fetch, obtained from the response of Get all Workflows API.
Sample Response:
{ "workflow_rules": [ { "created_time": "2024-01-15T14:20:30+05:30", "execute_when": { "details": { "trigger_module": { "api_name": "Deals", "id": "4876876000000002181" }, "repeat": false }, "type": "create_or_edit" }, "editable": true, "module": { "api_name": "Deals", "id": "4876876000000002181" }, "deprecated": false, "deletable": true, "description": "Alert VP of Sales for high-value opportunities", "source": "crm", "created_by": { "name": "Matthew Mayers", "id": "4876876000001360001" }, "last_executed_time": null, "modified_time": "2024-01-23T12:23:12+05:30", "name": "VP Alert - High Value Deal", "modified_by": { "name": "Matthew Mayers", "id": "4876876000001360001" }, "lock": { "locked_by": null, "message": null, "status": false }, "id": "4876876000016390024", "category": "default", "conditions": [ { "sequence_number": 1, "instant_actions": { "actions": [ { "related_details": null, "name": "VP notified", "details": { "module": { "api_name": "Deals", "id": "4876876000000002181" } }, "id": "4876876000016390063", "type": "field_updates" }, { "related_details": { "best_time": true }, "name": "High value deal alert", "id": "4876876000016390015", "type": "email_notifications" } ] }, "scheduled_actions": [ { "execute_after": { "period": "business_days", "unit": 1 }, "id": "4876876000016390074", "actions": [ { "related_details": null, "name": "Confirm VP follow-up", "id": "4876876000016390067", "type": "tasks" } ] } ], "criteria_details": { "relational_criteria": { "module_selection": null, "criteria": null, "module": null }, "criteria": { "group_operator": "AND", "group": [ { "comparator": "equal", "field": { "api_name": "Amount", "id": "4876876000000002557" }, "type": "value", "value": "50000" }, { "comparator": "equal", "field": { "api_name": "Stage", "id": "4876876000000002565" }, "type": "value", "value": "Negotiation/Review" } ] } }, "id": "4876876000016390025" } ], "status": { "active": true } }, { "id": "4876876000012015001", "name": "Lead Assignment - North Region", "module": {"api_name": "Leads"}, "status": {"active": true}, "execute_when": {"type": "create"}, "last_executed_time": "2025-10-14T11:56:20+05:30" // ... other keys omitted for brevity }, { "id": "4876876000012020001", "name": "Lead Assignment - South Region", "module": {"api_name": "Leads"}, "status": {"active": true}, "execute_when": {"type": "create"}, "last_executed_time": "2025-10-14T10:30:15+05:30" // ... other keys omitted for brevity } // ... additional workflows ... ], "info": { "per_page": 200, "count": 71, "page": 1, "more_records": false } } |
The detailed response gives us a complete blueprint of the workflow. We can now see the exact business logic: the workflow triggers when deals are edited and meet two specific conditions; when the amount equals exactly $50,000 AND the stage is Negotiation/Review.
More importantly, we can see all the actions that execute: an immediate field update to mark deals as "VP notified," an email notification sent at the optimal time, and a follow-up task scheduled for one business day later. Here's what is really interesting about this detail; this workflow has never actually executed, despite being active for nearly a year, because the last_executed_time is null in the response.
Now we are left with some important questions. Is that $50,000 threshold too narrow? What if a $49,000 deal is just as important? And is the VP still the right person to alert? Are there additional stakeholders who should be notified beyond just the VP? These are the type of questions you can start answering once you inspect your workflows closely.
STEP 3: Check limits and distribution
Before making any changes, we must understand our automation capacity and how workflows are distributed across the organization. The Workflow APIs provide two key endpoints for this:
1. Get Workflow limits API
This API provides a comprehensive view of your organization's workflow capacity across multiple dimensions.
Sample Request:
GET {api-domain}/crm/v8/settings/automation/workflow_rules/actions/rules_count
Sample Response:
{ "rules_count": { "scheduled_actions_per_rule_limit": 5, "total_rules_limit": 2500, "active_rules_configured": 71, "rules_per_process_limit": 10, "total_actions_per_rule_limit": 50, "total_rules_limit_per_module": 125, "active_rules_limit": 2000, "total_rules_configured": 82, "active_rules_limit_per_module": 75 } } |
This response gives the following information:
Total Capacity: Zylker has a generous limit of 2,500 total workflows, with only 82 currently configured. This means that they are using just 3 percent of their total capacity.
Active Workflows: There are 71 active workflows, well below their 2,000 active workflow limit
Module-level Limits: Each module can support up to 125 total workflows, with 75 of those allowed to be active simultaneously.
Action Limits: Each condition in the Workflow can contain up to 50 total actions, with a maximum of five scheduled actions.
For Zylker, this is excellent news. Only 71 active workflows out of a 2,000 limit. This means we have substantial room for growth and can confidently create new workflows without worrying about capacity constraints.
2. Get module-wise counts API
This API tells you exactly how many workflow rules you have in each module. It shows both the total number of rules and how many are currently active. This helps you see where your automations are concentrated and where you might be missing opportunities.
Sample request:
GET {api-domain}/crm/v8/settings/automation/workflow_rules/actions/module_specific_count
Sample Response:
{ "module_specific_count": [ { "active_rules_configured": 2, "module": { "api_name": "Products", "id": "4876876000000002213" }, "total_rules_configured": 2 }, { "active_rules_configured": 2, "module": { "api_name": "Deals", "id": "4876876000000002181" }, "total_rules_configured": 2 }, { "active_rules_configured": 4, "module": { "api_name": "Contacts", "id": "4876876000000002179" }, "total_rules_configured": 5 }, { "active_rules_configured": 2, "module": { "api_name": "Appointments__s", "id": "4876876000002362026" }, "total_rules_configured": 3 }, { "active_rules_configured": 4, "module": { "api_name": "Calls", "id": "4876876000000033015" }, "total_rules_configured": 5 }, { "active_rules_configured": 43, "module": { "api_name": "Leads", "id": "4876876000000002175" }, "total_rules_configured": 51 }, { "active_rules_configured": 14, "module": { "api_name": "Emails", "id": "4876876000000014163" }, "total_rules_configured": 15 } ] } |
Looking at this response, we can see 43 active workflows in Leads but only two in Deals. This tells us that Zylker is heavily focused on lead management but might be missing opportunities to automate their sales process later in the pipeline.
Together, these two APIs give a complete picture of the automation capacity and distribution.
What's next: From understanding to action
Now that we have our foundation, we are ready to start building and refining.
In the next part of this Kaizen series, we will move from discovery to design. We’ll use the Workflow Configuration, Create, and Update APIs to standardize Zylker’s automation management, create new workflow rules, and update existing ones for consistency and efficiency.
We hope that you find this post on Workflow APIs useful. If you have any feedback, or if there are any pain-points that you would like us to address in our Kaizen series, please let us know in the comments, or reach out to us via support@zohocrm.com. We will be happy to help!
Until we meet again next Friday, Happy coding!
Access your files securely from anywhere
Zoho Developer Community
Topic Participants
Anu Abraham
Sticky Posts
Kaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.Kaizen #216 - Actions APIs : Email Notifications
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes areKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achievedKaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI
Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the
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.
-
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
Print / Export full Dashboard page
Hello Zoho team, It is currently only possible to print/export one component of a dashboard at a time. Requesting the option to print/export a full dashboard page with all components to a pdf or picture. Doing through the browser doesn't give good results.Function #18: Associate invoice templates automatically based on customer language
For businesses dealing with a diverse linguistic clientele, it becomes crucial to send out invoices in the customer's preferred language to ensure effective communication. This requirement can be handled in Zoho Books by creating invoice templates inChanging field types
Question im a Zoho CRM user and curious, if I change a flied type from single or multi line text to a URL field type will i lose the data in the field or will it be converted to website link automatically. ThanksIs it possible to remove filtering options?
My CRM has a lot of custom fields that should not be used in filters or views. Fields that are automated and exist only to store temporary values that get used in functions. These create a lot of noise in the list of fields to filter. Isn't there anyCRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageQuote PDF – Header image stopped rendering suddenly
Hello Zoho Support Team, We are facing an issue with Quote PDF templates in Zoho Books. Previously, images added inside the Quote header HTML were rendering correctly. However, recently the header image is no longer appearing, while header text stillChanging Default PDF Name
Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?Tip 2: Recursive functions in Deluge: How to dynamically run a function for a specified number of times.
Hi folks, As part of the Zoho Creator - Tips and Tricks series every fortnight, we are back today with a new tip on Recursive functions. Let us first quickly understand what Recursive functions are: A function that calls itself one or more times is known as a Recursive function. That is, you can execute a function to perform a particular action a specific number of times. And, at the end of each iteration, a new output is generated. Recursive functions are commonly used by programmers as it enablesRemoving "Products" as mandatory field from Sales Order creation page
Hello, friends According to our workflow, we should: 1) create Sales Order (Stage "New") 2) call and discuss the Products with a customer (Stage "Communication") 3) add the Products to the Sales Order during the call However, "Products" is mandatory toFunction #48: Manage fixed installment payments using Zoho Books
Hello everyone, and welcome back to our series! Businesses offer installment payment options to their customers, particularly for expensive purchases, to ease the financial burden on them. By breaking down the total cost into smaller, more manageableFunction #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books
As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimatesSpotlight series #6: The Show app for Android TV has a new look!
Hello everyone! We are delighted to introduce our revamped and redesigned Show app for Android TV. Smart TVs are exploding in popularity. Android TV alone has over 110 million active monthly devices. Zoho Show, as part of a constant effort to improveEmployee Appraisal Applicability - Why is Date of Joining Hard-Coded?
In the new (to me, at least) Performance Appraisal Cycle wizard, it's possible to set criteria to determine for whom the appraisal process should apply. This makes sense on its face. However, one MUST use the Date of Joining criterion as a filter. WhyWorkDrive for Excel Add on
Dear Sir/Madam Have installed Workdrive for Microsoft add on But unable to view the same added in ExcelZoho Books integration sync from Zoho CRM does not work
Hi Zoho Community & Zoho Support We just tried to get a sync some products into Zoho Books from CRM using the native sync and we're getting an error: "It looks like some mandatory fields you're trying to map are empty. Please provide valid field namesAppraisals - Order of Previous Reviews Should Be Newest to Oldest
The new Zoho People layout generally does a decent job at providing the necessary information for performing appraisals of employee performance. One example of this is the Previous Reviews section: This information is helpful when conducting a review.Referencing a cell from another sheet
My workbook has multiple sheets. Each sheet has some calcluated totals in certain cells. The front master sheet has a list of everything that is detailed on the other sheets, with the totals. These could change at any time, so the totals need to be references to the other cell's value, not a fixed number. So on the master sheet, I put in =, then go the other sheet and choose the cell and hit Enter. In regular Excel, this works. But in the Zoho sheet, it doesn't work. I have to edit the result byauto close automated alert tickets which are similar
Hello ZOHO Community, we are using ZOHO Desk to process automated monitoring alerts. Scenario: Our monitoring system creates a ticket when a threshold is exceeded, e.g. Subject: Computer 1 – CPU usage 100% – Error A few minutes later, once the issue resolvesPaging through API results. a major gap in your documentation.
There is no way for me. to get all of my data through a single API call. Typically REST APis have mechanisms for paging through API results. But the documentation for the API I am using: https://desk.zoho.com/DeskAPIDocument#Introduction Has no mentionRecurring invoices were generated with old template...
I have recurring invoices setup. Ones generated on 10.20.2025 used the modified template I had used. But for some reason, on the ones created on 11/20/2025, it seems the invoices created reverted to the previous version of the invoice template. Notably,RouteIQ for Zoho FSM
Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planningHow do people handle using Outlook and Zoho Project calendar at the same time?
We have an ongoing problem in our organisation where we use Zoho Projects to plan all of our projects tasks and that also allows us to look forward using the workload report to see which of our consultants are overstretched etc and which are available.Knowledgebase SEO
We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by searchPlease, 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 thanHow do I associate pricebooks to a customer?
I setup a few pricebooks, that worked fine. But now the only thing I can do with it, when I enter a quote or sales order, I can select which pricebook to use, but I have to do this product by product every time I add one. Is there a way to connect a pricebookWrite-Off multiple invoices and tax calculation
Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions: - I cannot find a way to write off several invoices together. How can I do that,Leave Report Emailed Weekly
I am wondering if someone knows how to have a report generated either weekly or monthly or both for department heads and ownership of upcoming employee leave. For instance, it would be nice to get an emailed report on Friday for the upcoming week of whoZoho desk desktop application
does zoho desk has a destop applicaion?Tip #54- Exploring the Files Icon in Zoho Assist- 'Insider Insights'
As we’re already in mid-December, it’s a good time to take a closer look at one of the most useful options in the Zoho Assist remote support dashboard—the Files icon. To get started, log in to Zoho Assist using your credentials. Once you’re in, navigateTip#47: Estimation planner
Sprint planning becomes easier, smoother, more collaborative and more accurate with the Estimation Planner extension. Most work items involve multiple users, and each user's role and effort vary. To provide an unbiased and fair estimation point to thePainfully Slow Zoho mail
Since yesterday Zoho Mail seems to have starting functioning very slowly and having a few bugs. It's slow to open mails, slow to send, slow to change between email accounts. Sometimes clicking on a particular folder (eg Sent folder) stops working andUpcoming update to Google Drive integration in Zoho Creator
Hello everyone, We're writing to inform you about an upcoming update to how Zoho Creator integrates with Google Drive. In Zoho Creator, during actions like importing files to create an app or attaching files to fields, you can choose files directly fromTime Tracking on Iphone doesn't stop
When I start a time tracking session the timer starts as expected. However when I hit stop, the timer remains on that project. The only buttons available are discard and start. Start runs the timer more and discard says it will throw away the data fromZoho Sign - Zoho CRM extension upgrade
Hi everyone, We've updated Zoho Sign extension for Zoho CRM with significant internal changes. Impact on existing Zoho Sign extension users Users using the extension without customization If you are using the integration without implementing Zoho Sign'sZoho Books blocks invoicing without VeriFactu even though it is not mandatory until 2027
I would like to highlight a very serious issue in Zoho Books for Spain. 1. The Spanish government has postponed the mandatory start of VeriFactu to January 1st, 2027. This means that during all of 2026 businesses are NOT required to transmit invoicesGroup by Owner/ Owner Kanban /Group by Custom Field
Hi, We are missing the option of viewing Tasks grouped by their owner, as it is an essential function for us to manage our employees' working tasks. We find it hard to inspect what are the tasks that our employees are working on. We are seeking an optionFlow using way too many tasks
I built a flow that is using way too many tasks for what it is doing. I reached out to support a week ago but never heard back so hoping the community can help. Does a filter count as a task? I am seeing tons of records filtered with < 1 Sec Time TakenRegarding the integration of Apollo.io with Zoho crm.
I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on GoogleStart Workflow from Deluge Script
I have developed a customized process from our CRM that leverages a deluge script to create a statement of work document. Once the document has been created via the merge and store function, I would like the ability to start a workdrive review & approveSaved Sections?
In sites editor, the + button reveals options to add a section, element, etc. It includes Saved Sections, but I can find no way to save a section I've already created. Otherwise, is there a way to copy a section from one page to another?Next Page