Create and manage approval actions
Configure Zoho Recruit integration in approval process
To configure the action, Choose the form that you want to set the Approval process to and name the workflow. Click Create Workflow. Read more Add a new approver to the workflow. Read more Navigate to the required approval block in the approval ...
Understand Zoho Recruit integration in approval process
Zoho Creator and Zoho Recruit have been integrated for efficient usability purposes. With Zoho Recruit integration task, you can push data automatically from your Zoho Creator to Zoho Recruit account, which would otherwise require manual execution. ...
Configure Quickbooks integration in approval process
To configure the action, Choose the form that you want to set the Approval process to and name the workflow. Click Create Workflow. Read more Add a new approver to the workflow. Read more Navigate to the required approval block in the approval ...
Understand Quickbooks integration in approval process
Quickbooks integration enables you to push data automatically from your Zoho Creator to Quickbooks account, which would otherwise require manual execution. To begin with, you must add a connection between Zoho Creator and your Quickbooks account. You ...
Configure Salesforce in approval process
Choose the form that you want to set the Approval process to and name the workflow. Click Create Workflow. Read more Add a new approver to the workflow. Read more Navigate to the required approval block in the approval workflow. Click the Add New ...
Understand Salesforce in approval process
Salesforce integration enables you to push data automatically from Zoho Creator to your Salesforce account, which would otherwise require manual execution. To begin with, you must add a connection between Zoho Creator and your Salesforce account. You ...
Configure deluge script on approval process
To configure the Deluge script on approval process: Choose the form that you want to set the Approval process to and name the workflow. Click Create Workflow. Read more Add a new approver to the workflow. Read more Navigate to the required approval ...
Understand deluge script on approval process
In the approval process, you can create customized actions using Deluge script and configure them to be executed on approval or denial of a record by the approver. Let's assume you have an application named Employee Management where the employees ...
Configure notification in an approval process
To configure the send notification action, Navigate to the required approval block in the Approval workflow. Click Add icon. The Add New Action window slides in from the right. Select Notification action type. Choose the Send notification action. Set ...
Understand mobile notification in an approval process
A mobile notification is the message that will automatically pop up on the mobile phone(either in the lock screen or as temporary banners that appear on the top of the screen) when a record is approved or rejected. Mobile notifications can be ...
Configure Zoho CRM integration in approval process
You can add and configure an action to push submitted data from Zoho Creator to your Zoho CRM account on an approval/denial of a record. To configure the action, Mouse over to an action and click Add icon. The Add New Action window slides in from the ...
Understand Zoho CRM integration in approval process
Zoho Creator and Zoho CRM have been integrated for efficient usability purposes. With Zoho CRM integration task, you can push data automatically from Zoho Creator to your Zoho CRM account when a record is approved/rejected. Consider a 'Registration' ...
Configure send SMS action in approval process
To configure the send SMS action, Navigate to the required approval block in the Approval workflow. Click Add icon. The Add New Action window slides in from the right. Select Notification action type. Choose the Send SMS action. You can use the ...
Understand send SMS action in approval process
The Send SMS notification action allows you send customized text messages when a record is approved or rejected. SMS can be sent using any of the supported SMS providers with whom you have an account. The supported SMS service providers are listed ...
Configure send email action in approval process
The send email action will be available by default in each approval block. You can edit the existing actions associated with the condition. To configure an email notification: Mouse over the email action in the approval block and click the Edit icon. ...
Understand send email action in approval process
The Send Email action allows you to send customized email messages on approval or denial of a record. The email notification is the default action that the system will execute on record approval or rejection. You can edit, delete the existing ...