Zoho Flow app for iPhone

Zoho Flow app for iPhone

Overview 
The Zoho Flow app for iPhone is your on-the-go solution for managing and monitoring your workflows. While Zoho Flow lets you to connect business applications and automate complex workflows seamlessly, with the Zoho Flow mobile app, you can now monitor and take control of your workflows anytime, anywhere.

Pre-requisites 
Before you get started with the Zoho Flow app, ensure that you have:
  • An active Zoho Flow account. Sign up today at flow.zoho.com

  • An iPhone with iOS 13.0 or later


Getting started 

Downloading the app 
  1. Open the App Store on your iPhone.

  2. Search for "Zoho Flow" and tap on the app.

  3. Tap Install to download and install the app on your device.


Logging In 
  1. Open the Zoho Flow app after installation.
  2. Tap Sign in, then enter your Zoho Flow account credentials.


What can I do with the app?
With the Zoho Flow app, you can:
  • Monitor workflows and rerun failed executions: Stay in control with real-time updates and notifications. Easily switch workflows on and off, track progress, and take prompt action when needed with the resume/restart functionality.

  • Manage connections: You can check if your app connections are working properly right from the app.

  • Access flow history: Track all your live flows' executions including input and output data, error messages, trigger event details, and decisions. You can also rerun (resume or restart) executions as well as export flow histories.

  • Access audit trail: Get records of all actions performed on the Zoho Flow platform, such as who created/updated/deleted a flow and when, the addition of a new member, and so on. You can also export your audit trail.

  • Receive instant notifications: Stay on top of your workflow activities with instant notifications and alerts directly in the Zoho Flow app and notification center.

  • Enable support access: If you have raised a ticket with Zoho Flow support and want the support team to look into your flows, you can enable Support Access right from Settings.


You can download the app from the App Store.

App navigation 

Dashboard 
The dashboard provides an overview of your workflow activities, including real-time updates and key performance indicators of your flow executions.

My flows 

Manage your workflows efficiently. From this section, you can access flows and folders, switch on and off flows, and more.

Settings 

Access connections, history, audit trail, members, support access, and more.

 Notifications 

Stay informed with instant notifications about your workflows. Configure notification settings to receive alerts relevant to you.

How to rerun flows from the app
 

You can check if your flow executions are successful from the flow's history or the organization-wide history. You can perform either of the two rerun options on your flow executions: resume or restart.

To resume or restart one or more executions:

  1. Tap on the checkbox next to an execution to make a selection. You can select multiple executions to be rerun.

  2. If the selected executions can be rerun, you'll see two options: resume and restart. Tap Resume to attempt running the flow again from the step that failed, or tap Restart to execute the flows from the first step itself.
    Warning: Restarting a flow can sometimes give you undesired results, such as duplicate entries and errors. Use restart only if you're absolutely sure.


Learn more about rerun


How to test connections from the app 

To test an app connection:

  1. Navigate to Settings > Connections.

  2. Tap on the three dots adjacent to an app connection, then tap Test.

 

How to export history and audit trail from the app 

To export history:

  1. Navigate to Settings > History.
    Alternatively, navigate to your required flow, then tap History.

  2. Select the date range for which you require the history.

  3. Tap the Export button at the top of the screen.

Troubleshooting FAQs 

What should I do if I'm not receiving notifications?

Check your device's notification settings and ensure that notifications are enabled for the Zoho Flow app. Additionally, verify your app's notification preferences in the "Settings" section.

 

Why is my workflow not running correctly?

Review the flow details in the History section for any error messages. Check your connections and ensure they are configured correctly. If the issue persists, contact our support team for assistance.