Zoho Flow Integration
Zoho Flow Integration enables Projects' users to integrate, automate, and connect their projects or tasks directly to required third-party applications. It provides a predefined set of actions that helps users setup the integration and connect Zoho Projects with the required third party application. These Flow actions can be added within workflows and blueprints of Zoho Projects to be executed automatically.
Benefits
- Connects Project/ tasks with any third party of your requirement.
- Third-party action can be included in project workflow rules and blueprints.
- Use a predefined set of actions to create connections.
Feature Availability: All Paid plans (Excluding Zoho Projects bundles).
Zoho Flow Credits
Each Zoho Flow action execution utilises a credit. For the entire portal, 100 free credits are available to be used. These free credits reset every month based on UTC (Coordinated Universal Time). When almost 90% or 100% of the credits are used, portal owners receive notifications to purchase additional credits. When all credits are exhausted, portal owners can purchase additional credits to continue executing flow actions. Credits usage, reset date and usage report per day as per the portal time zone can be viewed in the Credits page. the notification threshold limit and recipients' details can be set by the users.
Note:
1. For setting the credit limit above 500,000, you'll need to contact support@zohoprojects.com.
2. Applications on the Zoho Flow platform may occasionally get removed or expire due to operational or policy-related reasons. In this case, users can choose a similar available application to execute the action.
Credits Purchase Info:
| Slab | Rate (per thousand tasks) |
| 1 - 20,000 | $2.00 |
| 20,001 - 50,000 | $1.40 |
| 50,001 - 100,000 | $1.30 |
| 100,001 - 200,000 | $1.20 |
| 200,001 - 500,000 | $0.80 |
| 500,001 and above | $0.50 |
For example, if you've used 55,100 credits, the total cost will be $88.50 and the breakdown will be:
First 100 credits will be free = $0
Next 20,000 credits at $2 per thousand credits = $40
Next 30,000 credits at $1.40 per thousand credits = $42
Final 5,000 credits at $1.30 per thousand credits = $6.50
Once the additional credit limit is reached, actions will not be executed in the present month. If you want actions to be executed, you'll need to increase the additional credit limit.
Use case
A company using Zoho Projects can notify the respective Zoho Cliq channels to close high priority tasks. Manually updating teams through messages or emails might cause delayed resolution. To avoid this, user can create a workflow rule with the trigger, Task status “high priority”. Add Zoho Flow Action which sends a message to the Priority Task Channel on Zoho Cliq and sends an Email to the Project Manager notifying with a summary of the task, a link to the task, and the due date. With every message sent, a Zoho Flow credit is utilised.
Manage Zoho Flow Integration and Action
Configure Zoho Flow Integration
- Click
in the upper-right corner of the top navigation band.
- Navigate to Marketplace > Zoho Apps.
- Search Zoho Flow and click the Configure then Enable button.
Zoho Flow action would show on workflow rules, Blueprints, and other automation processes.
Create Flow Action
- Navigate to Settings > Automation > Zoho Flow Action.
- Click the Create Flow Action button.
- Select the application to connect and click Next.
- Select an action to be carried out in the selected application and click Next.
- Enter a name for the Action.
- Select Create new Connection and enter a connection name. To use an existing connection, choose Existing connection and select a connection from the drop -down.
- Click Authorize. You will be directed to the Zoho Flow page.
- Authorize the connection, and enter the required details in Zoho Flow to establish the connection.
Add Zoho Flow Action permission is required for users to create Flow action.Associate Flow Action
In Blueprints
Previously created Zoho Flow Actions can be associated to new blueprints. Users can associate them while creating a blueprint using the Zoho Flow Actions option in the Transition section of the new Blueprint.
In Workflow Rules
Existing Zoho Flow Actions can be associated with new workflow rules. Users can associate them while creating a rule. It can be added in the Add action option of the workflow.
Rename Zoho Flow Action
- Navigate to Settings > Automation > Zoho Flow Action.
- Hover over the respective Flow action item and click on the
- Select Rename and enter the new name.
- Click Save.
Edit
- Navigate to Settings > Automation > Zoho Flow Action.
- Hover over the respective Flow action item and click on the
- Select Edit and make the necessary changes.
- Click Save.
Delete
- Navigate to Settings > Automation > Zoho Flow Action.
- Hover over the respective Flow action item and click on the
- Select Delete.
- Check the dialogue box and click Delete.
View Logs
- Navigate to Settings > Automation > Zoho Flow Action.
- Click
next to the Create Flow Action button to view logs.
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