Create a flow from the gallery
- In the My Flows section, click Explore Gallery in the top bar.
- In the gallery, you will find Featured Flows on the right and a list of apps on the left.
- Pick a flow from the featured list or select the apps you want to use in your flow. You can filter apps by category.
- Once you pick apps, flows containing the apps will appear on the right.
- Hover over the flow to view its description. Click Use this flow to install it into your account.
- In the builder, click Configure to set up the trigger. Learn how
- Click Configure in the action tooltip to set up the action. Learn how
- Click Done at the bottom of the builder.
- You can now add more app actions or logic if needed.
Save
Your flow will be autosaved by default. You can also use the Apply Changes button at the top of the screen if required. Until you switch it on at least once, your flow will be saved as a draft.
You won't be able to save your flow if your flow has no actions, or if an action or trigger is not configured completely.
Test and debug
Testing and debugging your flow ensures that it is error-free. This is an optional step to check if the flow is working correctly.
Click the Test & Debug icon. Learn how to test and debug
Switch on
To switch on your flow and let it work with actual data, click the slider at the top.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
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.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho SalesIQ Resources
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Create a flow from scratch
Create and customize a flow from scratch to solve your automation needs. In the My Flows section, click Create Flow in the top right corner, or the + button on the left. Enter the flow name and a description (optional). Click Create to be directed to ...Flow loops
How to prevent infinite flow looping? Looping is a scenario in which a set of connected tasks execute repeatedly. When such loops are not regulated, they execute endlessly, creating infinite loops. A flow loop happens when a flow gets invoked ...Create multiple Zoho account connections in Zoho Flow
In some cases, your organization might use multiple Zoho accounts for different departments or regions. Or there could be different accounts for multiple businesses that you own. You might use the same application, such as Zoho Books, in two ...HIPAA compliance in Zoho Flow
The Health Insurance Portability and Accountability Act (including the Privacy Rule, Security Rule, Breach Notification Rule, and Health Information Technology for Economic and Clinical Health Act) ("HIPAA"), requires Covered Entities and Business ...Accessing Zoho Flow through Zoho One
If you are a Zoho One user and still received a trial expiration notification from Zoho Flow, here's why that happened. You can access Flow in two ways: Either by directly signing up for Flow, or through your existing Zoho One account. If you ...