Automatisez efficacement avec le nouveau concepteur de workflows flexibles

Automatisez efficacement avec le nouveau concepteur de workflows flexibles


Auparavant, l'automatisation dans les modèles de fusion de Writer se limitait à des actions simples comme « fusionner et stocker », « fusionner et envoyer par e-mail » ou « fusionner et envoyer pour signature ». En revanche, il était jusqu’à présent impossible de combiner plusieurs modèles dans un seul document, de choisir un modèle selon des critères précis, ou encore d’envoyer plusieurs fichiers en pièce jointe d’un même e-mail.Le nouveau concepteur de flux d'automatisation change la donne. Grâce à son approche intuitive et sans code, il permet de gérer facilement des scénarios complexes.
Vous pouvez désormais réaliser des actions avancées, telles que marquer un document comme final, le fusionner avec un autre, ou le convertir en PDF ou en feuille de calcul — tout en préservant les paramètres du modèle.Il est aussi possible de déplacer les documents dans des dossiers spécifiques, de mettre en pause une collaboration, de résoudre les commentaires, etc.

Comment utiliser le concepteur de workflows d'automatisation

Il propose une interface intuitive en glisser-déposer permettant d’organiser des cartes d’action, de définir la logique du flux via des connexions, et de configurer chaque action selon vos besoins. Par exemple, vous pouvez utiliser des cartes pour sélectionner des modèles et définir des règles afin de diriger automatiquement le flux selon différents scénarios.
Il vous suffit de faire glisser les cartes souhaitées sur le canvas, de les organiser en groupes, et de créer ainsi des flux de travail complets et cohérents, sans effort.

Découvrons maintenant quelques cas d’usage concrets en entreprise pour mieux comprendre les avantages de ce concepteur de flux.

1. Adapter le mode de distribution en fonction des conditions

Contexte : une fondation doit envoyer des reçus de dons à ses donateurs.
Problème : certains donateurs ont une adresse e-mail, d’autres non.
Solution : les reçus sont envoyés par e-mail aux donateurs qui disposent d’une adresse électronique. Les autres doivent venir retirer leur reçu imprimé au bureau.
Fonctionnement avec le concepteur de flux d’automatisation
  • Déclenchement : l’automatisation démarre dès que les reçus sont prêts.
  • Création des reçus : un reçu personnalisé est généré pour chaque donateur.
  • Filtrage : la carte "Filtrer les données" sépare les donateurs en deux groupes, selon la présence d’une adresse e-mail :
    • Port 1 : avec adresse e-mail
    • Port par défaut : sans adresse e-mail
  • Distribution :
    • Les reçus des donateurs avec adresse e-mail sont envoyés automatiquement par mail.
    • Pour les autres, un webhook prévient l’équipe chargée d’imprimer et de conserver les reçus pour remise en main propre.


2. Choix automatisé du modèle de document selon le filtrage des données

Contexte : un cabinet d’avocats propose trois services : conseil, contentieux et consultation, et doit générer le contrat correspondant à chaque service.
Problème : différents modèles existent, et il faut automatiquement utiliser le bon modèle selon le service sélectionné par le client.
Solution : grâce aux cartes de filtrage du concepteur d’automatisation, vous pouvez définir des règles pour choisir automatiquement le modèle adéquat.
Fonctionnement : l’automatisation démarre dès que le client choisit un service et valide le formulaire.
La carte Filtrer les données examine le type de service choisi et génère le contrat à partir du modèle correspondant :
  • Consultation → modèle Consultation
  • Conseil → modèle Services de conseil
  • Contentieux → modèle Engagement contentieux
Le contrat généré est ensuite envoyé par e-mail au client.

3. Générer automatiquement plusieurs contrats selon les services sélectionnés

Contexte : le cabinet d’avocats permet désormais à ses clients de sélectionner plusieurs services juridiques simultanément (ex. : conseil, contentieux, consultation). Il faut donc générer un contrat pour chaque service sélectionné.
Problème : lorsque les clients ne pouvaient choisir qu’un seul service, il suffisait de filtrer les données et d’utiliser un modèle unique. Avec des choix multiples, le nombre de combinaisons possibles rend les flux complexes à configurer et à maintenir. Par ailleurs, l’ajout de nouveaux services nécessite de modifier les conditions existantes.
Solution : grâce à la carte de routage, chaque service est traité indépendamment. Le système détecte automatiquement tous les services sélectionnés et génère les contrats correspondants via des chemins distincts.
Fonctionnement :
  • Le flux est déclenché à la soumission du formulaire par le client.
  • La carte de routage vérifie les services sélectionnés.
  • Le système génère tous les contrats correspondants (1, 2 ou 3 modèles selon le cas).
Tous les contrats générés sont envoyés par e-mail au client.

Gérer vos workflows devient plus simple avec le nouveau concepteur :
  • Vous disposez d'une vision globale pour mieux comprendre et maîtriser chaque étape du flux.
  • Vous pouvez insérer de nouvelles actions ou ajuster des conditions à tout moment, sans devoir reconstruire l’ensemble, ce qui rend l’évolution du workflow fluide et flexible.

Prêt à dynamiser vos workflows d’automatisation ?

Découvrez les fonctionnalités avancées de fusion de documents proposées par Zoho Writer.
N’hésitez pas à nous faire part de vos commentaires, et consultez notre guide complet pour une prise en main détaillée.

L'équipe Zoho France

    • Sticky Posts

    • Recommandez Zoho CRM Plus à vos amis et gagnez des crédits !

      Bonjour à tous,   Vous aimez travailler avec Zoho CRM Plus ? Et bien vous avez maintenant la possibilité de le recommander autour de vous pour aider votre réseau à améliorer son expérience client. Et bien sur c'est gagnant-gagnant ! Comment cela fonctionne

    • Découvrez Zoho Workplace

      Bonjour à tous ! Un domaine personnalisé est devenu une nécessité absolue, non seulement pour les grandes entreprises, mais aussi pour les petites ou, dans certains cas, les familles. Nous avons toujours pensé que se lancer ne devrait pas coûter cher,

    • Découvrez Zoho Learn

      Bonjour à tous, Nous sommes très heureux de vous présenter Zoho Learn ! Commençons par vous expliquer ce qu'est Zoho Learn et comment il peut vous accompagner dans vos processus de formation. Qu'est-ce que Zoho Learn ? Zoho Learn est une solution complète

    • Recent Topics

    • Easily track referrals with Zoho Forms

      Referral tracking can be a powerful way for businesses to understand where their leads are coming from. With Zoho Forms, tracking the referral sources of your leads is an easy and straightforward process. Here are some tips to help you make the most of

    • Add an email to an existing ticket is not working

      I noticed that in Zoho Desk the funcionality to add an email to an existing ticket is not working using the syntax [##12345##], has the method changed? In red is the syntax we use to add email to an existing ticket As you can see, he did not add the email

    • New CRM to Campaigns Sync Doesn't Continue Making Updates

      Changes made in CRM are not appearing in mapped fields in matching Campaign records after migrating to the new sync process. The only way we've found to get records to update is to call into Support and point out the problem. After convincing Support

    • Zoho Integration with UPS

      I have 2 questions: Firstly, is there a way to notify UPS that we have a package to collect once we have done the shipping label? Secondly, how do I get the tracking number and shipment method onto the Invoice and Package Slip for the customer? Than

    • Cannot log in to IMAP account as of last night

      Hey I've been using MFA with an authenticator for a while and have had to use application passwords for Outlook and Edison Mail on my Android devices. Last night the app passwords started to be rejected on my Android devices so I created new ones for

    • Low Stock View

      We use the Low Stock view frequently as a guide to inform us when to reorder items, but the view is misleading because it does not take into account Purchase Orders that have already been raised. Unless you are aware and check item by item, this can lead

    • Improve History Feature in Zoho Inventory

      At present there is a "history" tab on Zoho Inventory Items, however this only shows a date and time stamp along with the users name. It doesn't say what was changed. What is the value of this if you can't see what was changed? My Ideal is to include

    • Payroll and BAS ( Australian tax report format )

      Hello , I am evaluating Zoho Books and I find the interface very intuitive and straight forward. My company is currently using Quickbooks Premier the Australian version. Before we can consider moving the service we would need to have the following addressed : 1.Payroll 2.BAS ( business activity statement ) for tax purposes 3.Some form of local backup and possible export of data to a widely accepted format. Regards Codrin Mitin

    • Show backordered items on packing slip

      We send out a lot of large orders, and often there are one or two things backordered. How can I fix the packing slips to show quantity ordered  & quantity packed There should also be the ability to "ship" 0 of an item so the receiver knows that things

    • Document | Files

      The vendor "Partial matches" still not fixed here after years of putting up with having to select most vendors manually ! ( again, the banking "Transaction rules" would solve a lot of these issues ) Some unwanted, irrelevant pdf's also arrive. It would

    • books+POS+ tap to pay+ stripe

      So in the UK we now have tap to pay with stripe. So we can use the stripe app as a POS terminal. Brilliant news. Can we hope that the Books App might add this feature ASAP. It would be great to have one system rather than using the not very good Square

    • Canvas Form View - Client Script Page on load - Url params not working

      We have a custom module with a canvas page for form view. We have a button in Customers module to open this canvas page using invokeurl function. We send few parameters as in the URL as query parameters. https://crm.zoho.in/crm/orgxxxxxxxx/tab/CustomModule12/create/canvas/64333200000261xxxx?layoutId=643332000002605001&c=${Customers.Customer

    • Sending Recruit SMS's to Zoho Cliq - Or tracking in the Messages module in Recruit?

      Is there any way to send SMS Gateway messages in Recruit to ZOho Cliq? We use 2-way SMS massages a lot in Zoho Recruit to speed up communication with Candidates. However the only way to keep track of received SMS's is by keeping a look out for the Email

    • This mobile number has been marked spam. Please contact support.

      Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?

    • Zohomail does not support additional fields in mailto links

      Hello, I set up Zohomail as default composer in Firefox according to manual here: https://www.zoho.com/mail/help/defaultcomposer.html#alink2 Later, I wanted to use this functionality to answer in a Linux mailing list thread using mailto link: mailto:xxxxx@kernel.org?In-Reply-To=%3C727o0521-q24p-s0qq-66n0-sn436rpqqr1p@example.com%3E&Cc=xxxxx%example.org&Subject=Re%3A%20%5BPATCH%20v2%28%29

    • Is it possible to set a customer context variable in Zobot

      Hi, I want to use a context variable to route users down different paths in my Zobot chat flow. I know I can do this when the user enters data. But I want to know if I can use a variable that is 'hard coded' on the card, that the user is unaware of. Use

    • Cannot change Blog Title

      There is nowhere to change the blog title. You can change the blog URL but that is making no difference to the text "Enter Your Post Title" am I missing something?

    • Pending Sales Order Reports

      Pending sale order report is available for any single customer, Individual report is available after 3-4 clicks but consolidated list is needed to know the status each item. please help me.

    • Kaizen #203 - Answering Your Questions | Handling API Limits and Error Responses

      Hi Everyone, Welcome back to yet another post in the Kaizen Series! We appreciate your keen participation in the 200th milestone celebration of the Kaizen series. We will continue to answer the queries we received through the feedback. When working with

    • How to verify website ownership with google search console

      Hi, I am having a free .in domain provided by Zoho I have created a website on it now I want to verify my ownership to google webmaster. Can you please help me how to do that.

    • Kaizen #89 - Color Coding using Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script. Need for color code in Zoho CRM When you mark things with different colors as a

    • "SPF record exceed the allowed limit of 10"

      Hi, I was wondering if there were a "universal Zoho SPF record" that would allow all my configured Zoho services that email things to meet this limitation ? or do I have to have an entry for mail, com, billing, etc?

    • Zoho Mail android app update: Block & reject future emails, Report phishing, Spam alerts, Suspicious URL detection

      Hello everyone! In the most recent Zoho Mail Android app update, we have brought in support for the following features: Block & reject future emails Report Phishing Spam alerts in the mail details screen. Suspicious URL detection. Block & reject future

    • What is Resolution Time in Business Hours

      HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistance

    • Animated GIF Images in Chat

      I know this seems to be a small feature request but in a recent Cliq update Zoho disabled autoplay for animated GIFs posted in Cliq conversations. We think this was not a good change. In our organization, animated GIFs in a chat play a role in expressing

    • I can't seem to login in to Mail Apps of MacOS /IOS

      Hi, i'm having trouble in signing in to mail apps from IOS. It's always come back to wrong passwords. But i already changed my password like 3 times. But still it says wrong credentials

    • Profile Image Showing Incorrectly in Zoho Mail

      Hi everyone, I’m facing a serious issue with Zoho Mail. The profile image showing for my email address is incorrect — it’s not my image. When I send an email to my Gmail account, it displays someone else’s image. This looks very suspicious and can make

    • I need access to my old email

      I need access to my old email bromzeman@zoho.com to verify it for forwarding. I can’t access the inbox to get the confirmation code. Please assist with recovery or forwarding. as you might already know, they made alot of the email addresses to have that

    • Set Defaults for Email Groups

      Is there a way to set defaults for all of the groups that I establish as a moderator? For example, I want every group I establish to have the following settings: 1. Moderator is <user> 2. User is <user>, <user> 3. Notifications for new group turned

    • LOGS FOR RECEIVED MAIL ( READ DATE & TIME)

      In Zoho mail we can extract the read logs of received mails so that we can see when we have read the mail and at what time & we have read it.

    • Domain verification probem

      Hello, i use a domain from Namecheap with hosting from Cinfu when i try to verify my domain on zoho i get "TXT Verification failure" i even tried the HTML verification and the code appears but also giving me the verification failure error.

    • Switching to Cloudflare email routing from Zoho Mail

      Hello, I'm currently working on migrating from Zoho Mail to Cloudflare's email routing solution. This requires changing MX and TXT records for our custom domain - when we do this, will our users still be able to log into their accounts and access an archived

    • Un Subscription Button

      How can i Add the Un Subscription Button in Zoho mail

    • Documents unable view and need to downlad

      I can't view .doc files in Zoho mail unless I download them, but I can view PDF files without downloading.

    • we encountered a problem while sending your email. please try again later.

    • Adding and removing people from groups

      We're having problems adding people to a group. Apparently Zoho has one email address and will not recognize a different email address.

    • MAIL SEARCH IS NOT WORKING

      THIS ISSUE HAS BEEN BUGGING ME SINCE MORNING, PLEASE RESOLVE THIS AT THE EARLIEST

    • URL Parameter on Help Center SIgn in link

      Is it possible to add a url parameter to the sign in link on the Help Center?

    • migrating from HelpScout

      I am attempting to import a conversation file from helpscout into desk and am receiving size errors. What is the current file size restriction. Does anyone have any tips for a successful migration?

    • Layout Rules Don't Apply To Blueprints

      Hi Zoho the conditional layout rules for fields and making fields required don't work well with with Blueprints if those same fields are called DURING a Blueprint. Example. I have field A that is used in layout rule. If value of field A is "1" it is supposed to show and make required field B. If the value to field A is "2" it is supposed to show and make required field C. Now I have a Blueprint that says when last stage moves to "Closed," during the transition, the agent must fill out field A. Now

    • Next Page