Benefits  

1. Connects Project/ tasks with any third party of your requirement.
   
2. Third-party action can be included in project workflow rules and blueprints.
   
3. Use a predefined set of actions to create connections.

Feature Availability: All Paid plans (Excluding Zoho Projects bundles).

Zoho Flow Credits

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.

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  

1. Click   in the upper-right corner of the top navigation band.
   
2. Navigate to Marketplace > Zoho Apps.
   
3. Search Zoho Flow and click the Configure then Enable button.

Create Flow Action

1. Navigate to Settings > Automation > Zoho Flow Action.
   
2. Click the Create Flow Action button.
   
3. Select the application to connect and click Next.
   
4. Select an action to be carried out in the selected application and click Next.
   
5. Enter a name for the Action.
   
6. 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.
   
7. Click Authorize. You will be directed to the Zoho Flow page.
   
8. 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.

Rename Zoho Flow Action

1. Navigate to Settings > Automation > Zoho Flow Action.
   
2. Hover over the respective Flow action item and click on the 
   
3. Select Rename and enter the new name.
   
4. Click Save.
   

Edit

1. Navigate to Settings > Automation > Zoho Flow Action.
   
2. Hover over the respective Flow action item and click on the 
   
3. Select Edit and make the necessary changes.
   
4. Click Save.
   

Delete

1. Navigate to Settings > Automation > Zoho Flow Action.
   
2. Hover over the respective Flow action item and click on the 
   
3. Select Delete.
   
4. Check the dialogue box and click Delete.
   

View Logs

1. Navigate to Settings > Automation > Zoho Flow Action.
   
2. Click  next to the Create Flow Action button to view logs.