Zoho Flow is an integration platform that lets you connect your favorite apps, helping you save time, simplify tasks, and reduce workload. Using Zoho Flow, you can easily integrate Zoho Commerce with 300+ apps and set up workflows for automating information exchange between the apps you use without the need to know how to code.
This article will illustrate how Zoho Flow can help you execute specific actions with other apps based on a trigger from Zoho Commerce.
In this example, we will connect Zoho Commerce with Zoho Sheet using the trigger "Canceled order" to post details about the canceled order in Zoho Sheet. The idea is to find out the most frequent reason behind the cancellation of orders to try and fix the issue.Before we proceed, it is important to keep in mind the following two points:
A trigger is an initial event that happens in one app, in this case - Zoho Commerce.
An action is the event that Zoho Flow automatically performs in another app based on that specific trigger.
Triggers available for Zoho Commerce:
New order: When a new order is received
Canceled order: When an order is canceled
Confirmed order: When an order is confirmed
Declined order: When an order is declined
Delivered order: When an order is delivered
Product created: When a new product is created
Product updated: When details of an existing product are updated
Shipped order: When an order is shipped
A few actions available for Zoho Sheets:
Create row - creates a new row in an existing spreadsheet with values taken from the trigger
Create spreadsheet - Creates a new spreadsheet and pastes the new values
Delete row - Deletes a row in an existing spreadsheet
This list is not exhaustive and is just meant to provide an idea about the different actions possible with Zoho Sheets. Similarly, various actions can be performed with other apps as well.
Steps to use Zoho Flow and integrate other apps with Zoho Commerce:
You can use Flow to connect your Zoho Commerce store with social media apps like Hootsuite or Zoho Social, to upload a post on your social media handles automatically upon achieving a milestone or during special occasions and promotions.
You can connect Zoho Commerce with support or helpdesk software like Zoho Desk to automatically assign support tickets to the correct person.
You can also connect Zoho Commerce with tools like Active Campaign, or SendInBlue, to automatically send out emails based on specific user behavior.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.
Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.
Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.
Make the most of Zoho CRM with these useful tips.