Zoho Finance Triggers

Zoho Finance Triggers

I would like to propose that Flows triggered by a Zoho Finance app (Books, Inventory, etc.) have the option to be triggered by the same action taken in any Zoho Finance app, not just the one chosen.

Problem:
Currently, Flow automations can only be triggered by an individual app like Books or Inventory. However, these Zoho Finance apps all operate on the same databases, and there is significant overlap in capabilities.

For example, a Sales Order can be created or edited from both Books and Inventory, and it feels pretty much the same from a user perspective to do the action from either interface. Users who use both applications will often get to the point where they are equally comfortable performing an action in either one.

However, if there is an automation triggered by Books - Sales Order Created, there will be a very different outcome if the Sales Order is created in Inventory rather than Books.

Proposed Solution:
By default, common Finance triggers like Sales Order Created should listen for that action across all Finance apps where that action could take place, not just the one chosen.

It would, of course, be optimal to give users the choice, but I would propose that the majority of use cases for automations would be app-agnostic.

Workaround Problems:
The only workarounds I can see are:
  1. Enforce tight business processes to ensure specific actions are taken in specific apps
  2. Duplicate automations
The problem with trying to control this via process is that it's easy for failures to occur, either because of user oversight or users not understanding the ramifications of taking an action in the non-preferred app.

There are at least three problems with duplicating automations. First, it becomes very difficult to maintain. Any future changes need to be made to every automation, so it would be easy for these automations to become out-of-sync. This is an unnecessary failure mode.

Similarly, the second problem is troubleshooting in the event of an automation not performing as expected. Unless the nuance of triggering app is remembered and considered, it's possible that fixing any given issue would be stymied by multiple Flows trying to do the same thing.

The third problem with the multi-Flow workaround is that it unnecessarily bloats the number of Flows needed to automate one's business. This can cause Flow to appear more expensive than necessary to users.

I hope the Flow team strongly considers this improvement.

    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns 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