Create and manage on success action
Configure Quickbooks integration in workflows
Zoho Creator allows data to be automatically pushed to Quickbooks on form submission using this workflows. To configure the action: Select Successful form submission under the When to trigger workflow dropdown while creating a new workflow. Click the ...
Understand Quickbooks integration in workflows
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 integration in workflows
Zoho Creator allows data to be automatically pushed to Salesforce on form submission using workflows. To configure the action: Select Successful form submission under the When to trigger workflow dropdown while creating a new workflow. Click the Add ...
Understand Salesforce integration in workflows
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 Zoho Recruit integration in workflows
Zoho Creator allows data to be automatically pushed to Zoho Recruit on form submission using workflows. To configure the action: Select Successful form submission under the When to trigger workflow dropdown while creating a new workflow. Click the ...
Understand Zoho Recruit integration in workflows
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 deluge script on success action
You must create a workflow before configuring the deluge script on success event. Refer this section to learn how to create a form workflow. To configure the deluge script on success: While creating a new workflow choose the Successful form ...
Understand deluge script on success action
The actions that you define in the On success event will be executed when a new record is successfully submitted to the database or when an existing record is updated or deleted from the database. You can write a Deluge script and associate it with ...
Configure Zoho CRM integration in workflows
Zoho Creator allows data to be automatically pushed to Zoho CRM on form submission using workflows. To configure the action: Select Successful form submission under the When to trigger workflow dropdown while creating a new workflow. Click the Add ...
Understand Zoho CRM integration in workflows
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, which would otherwise require manual execution. Let's take ...
Configure delete record action
To configure delete record action open your workflow builder: While creating a new workflow choose the Successful form submission option in the When to trigger workflow dropdown. Click the Add New Action block. The Add New Action window will slide in ...
Understanding delete record action
The Delete Record action in data access of workflows is a variant of the same action in deluge script. In the latter, you need to create the code for deleting a record in the script builder. Instead, you can use the predefined action available. When ...
Configure update record action
To configure update record action open your workflow builder: While creating a new workflow choose the Successful form submission option in the When to trigger workflow dropdown. Click the Add New Action block. The Add New Action window will slide in ...
Understand update record action
The update record action in data access of workflow is similar to the the action of the same name in deluge script. In the latter, you need to create the code from the action. Instead, you can use the predefined action that is available under data ...
Configure add record action
To configure add record action open your workflow builder: While creating a new workflow choose the Successful form submission option in the When to trigger workflow dropdown. Click the Add New Action block. The Add New Action window will slide in ...
Understand add record action
The Add Record action in data access of workflows is a variant of the same action in deluge script. In the latter, you need to create the code for adding a record in the script builder. Instead, you can use the predefined action available When you ...
Configure redirect URL action
To add a Redirect to a URL action: While creating a new workflow choose the Successful form submission option in the When to trigger workflow dropdown. Click the Add New Action block. The Add New Action window will slide in from the right. Zoho ...
Understand redirect URL action
The redirect to a URL action allows you to redirect the user to a specific URL when a new record is created or when an existing record is modified or deleted in the form.The URL can be an external website, form, report, or a page in the application. ...
Configure show success message action
To configure the success message action: While creating a new workflow choose the Successful form submission option in the When to trigger workflow dropdown. Click the Add New Action block. The Add New Action window will slide in from the right. Zoho ...
Understand show success message in form workflows
The show success message action is used to display a custom message when a new record is created or when an existing record is edited or deleted in a form. Users will see the success message if the action fulfils the specified criteria. By default, ...
Configuring notification action
Steps to configure a notification action To add a notification action: 1. While creating a new workflow choose Successful form submission in the When to trigger workflow dropdown. 2. Click the Add New Action block. The Add New Action window will ...
Understand notification in form workflows
Notifications are pretty useful in keeping your users well-informed and engaged. In Creator, notifications are, by default, triggered in the event of certain actions(like record comments, blueprint actions etc.). Additionally, you can also configure ...
Configure send SMS action
To configure an SMS action: While creating a new workflow choose the Successful form submission option in the When to trigger workflow dropdown. Click the Add New Action block. The Add New Action window will slide in from the right. Zoho Creator ...
Understand send SMS action
The Send SMS notification action allows you send customized text messages every time when a user submits a new record or when an existing record is modified or deleted. That means when a user submits or deletes data in the form, you will get an ...
Configure send email action
To improve email deliverability, we will be following an updated email handling policy, effective from September 19, 2024. This means that any public and unauthenticated custom domain email addresses cannot be used as sender addresses in send mail ...
Understand send email action
The Send Email notification action allows you to send customized email messages whenever a user submits a new record or when an existing record is modified or deleted. Additionally, Zoho Creator gives you the flexibility to include form data ...
Understanding on success action
The actions that you define in the On success event will be executed when a new record is successfully submitted to the database or when an existing record is updated or deleted from the database. Different actions like Notification, Data access, ...