Introduce automation to your iterations with Zoho Flow

Introduce automation to your iterations with Zoho Flow



We are delighted to announce that you can now connect your favorite project management applications and automate your workflows using Zoho Flow. The great news is, you don't have to spend your time or effort in coding complex integrations. Using Zoho Flow's drag and drop builder, you can effortlessly build customized workflows with triggers and actions.

What is a Trigger?

A trigger is an event that kickstarts the flow.

What is an Action?

An action is a task that the flow executes automatically.

For instance, if you want to automate the creation of a new project in Zoho Sprints whenever a new project is created in Zoho Projects, then creating a new project in Zoho Projects is the trigger of the flow and the creation of the project in Zoho Sprints is the action of the flow.

Let's walk through the steps of creating this workflow (or flow as we call them) in greater detail -

1) Select an app that triggers the flow. For this flow, select Zoho Projects as the trigger.



2) Configure your connection and select an event for the trigger. For this flow, select New Project.



3) Search for Zoho Sprints under the list of apps and drag and drop the action  Create Project onto the builder.



4) Configure your connection and fill in the required information of your action.


 
5) Click save and switch on your flow. 



You can also customize your flow to add decision branches, introduce workflow variables and set waiting times between actions. The best part is, we have prebuilt flow templates for the most sought after integration requests. You can build your flow from scratch or get started by picking one of the prebuilt flows from our  gallery. 

    • Sticky Posts

    • New in Zoho Sprints: Release Management

      Hello all,    We are excited to launch the next big feature on our roadmap - The all-new 'Release Management'. We can hear your 'WOW' and yes we're also happy to hit our next milestone. Agile as a concept strives in delivering a qualified outcome at the end of each iteration. This process will not only help hasten your delivery but can also stand as a potential to plan your next phase accordingly. Do you think these iterations are sufficient to run your projects?    For instance, if you have a big

    • Introduce automation to your iterations with Zoho Flow

      We are delighted to announce that you can now connect your favorite project management applications and automate your workflows using Zoho Flow. The great news is, you don't have to spend your time or effort in coding complex integrations. Using Zoho Flow's drag and drop builder, you can effortlessly build customized workflows with triggers and actions. What is a Trigger? A trigger is an event that kickstarts the flow. What is an Action? An action is a task that the flow executes automatically. For

    • Zoho Sprints - Your team is all set to sprint ahead

      Hello there, It's been a week since we launched the Zoho's only agile project management tool - Zoho Sprints. I guess you guys are loving it! Bringing agility to your team has never been this easy because you will be able to inspect, iterate, and adapt. You have a requirement; break it down into smaller units; get the work done in parallel; receive the deliverables in shorter phases called sprints. The best part of Agile is you get a chance to quickly respond to change and not stick to a fixed plan.

    • Recent Topics

    • Total number of External Call Statements exceeded

      Hi, In a Zoho Creator application yesterday we started getting this error: Total number of External Call Statements exceeded. Line:(8) The line referenced looks like this: contact = zoho.crm.getRecordById("Contacts",contact_ID); Can anyone tell me where

    • A new UI for distraction-free engagement in online meetings and webinars that scale up for 3000 attendees

      Hello all, We're excited to share our new, refined UI for online meetings.  Here's how the new UI will improve your experience during online meetings: We've re-designed Zoho Meeting's online meeting UI to enable users to fully engage in conversations

    • Exporting Records from an Embedded View ...

      @support: In one of my Applications for a Customer, I have an HTML View  ... part of whose content looks like ... //variables in iframe tag iframeName = "zoho-Case_Law_View"; iframeSrc = ((("http://creator.zoho.com/" + zoho.adminuser) + "/") + zoho.appname) + "/view-embed/Case_Law_View/";%> <p class="zc-viewtitle"><%=Current_Expert_Info%></p> <iframe height='800px' width='100%' name='<%=iframeName%>' frameborder='0' scrolling='auto' src='<%=iframeSrc%>/Expert_Info=<%=Encoded_Expert_Info%>'></iframe>...

    • How to deal with multiple people requesting to order parts, then auto send and email to the customer at the end of the week

      Hi there , so I like to be able to send an e mail once a week to order parts that the guys over ordered over the week, also we need to maybe order parts from an other customer there and have an the email ready to go once its been approved. What would

    • Unable to verify account information - zoho on iPhone

      Hello I have followed the instructions as described on http://zsync.zohosites.com/iPhone.html and repeatedly receive the message "Unable to verify account information". I would like to set  up zoho mail on my iPhone and would greatly appreciate some assistance with this. Thank You

    • ZOHO Meetups Deutschland und weitere Veranstaltungen!

      Die ZOHO Meetups gehen in die nächste Runde! natürlich kostenfrei! Treffen Sie ZOHO Nutzer, Interessierte und Experten powered by söll.vertrieb der ZOHO Premium Partner in Deutschland. Wann: Februar 2024 Thema: ZOHO CRM - Wie organisiere ich meinen Vertriebsalltag?

    • Multiple Clicks on a Single Open

      I have sent out several campaigns and experienced this issue on multiple occasions. When an email is opened, all of the links in that email are reported as having been clicked. I have tested this and found this to be happening. When a single click is

    • Clarification on Lead Score Breakdown in Zoho Marketing Automation

      Hello I have a question regarding the lead scoring system in Zoho Marketing Automation. Specifically, I want to understand the breakdown of how a lead's score is accumulated. For instance, if Person A has a lead score of 50, I would like to see the detailed

    • Can't select Leave type while applying a leave

      Hello, while trying to apply a leave, I can't find any leave type among the options in the Leave type select: Here are my leave settings. Daily: Hourly: Tried to clear cache and to navigate from another browser, but the problem persists. Any hint? Thank

    • Is and Is Not Empty option in Workflow Conditions

      I noticed today that there is no "Is Empty" or "Is Not Empty" option on workflow conditions in Zoho Projects. I wanted to prevent a webhook from firing if a specific field is empty as it is required in the webhook parameters. It would be great to see

    • How do i change the user without reduce of the liscence

      We have 6 user in our company, 1 of them we dont use anymore, but when we pay for 6 users the account have actived . and now i can turn on deactived.

    • List of past retainer invoice inside the last invoice

      Hello, We are sending retainer invoice to our customers. The last invoice has the last amount to be paid. However we need to have attached to this invoice, the list of all retainer invoice, with date and paid amount. How can I achieve this using Zoho

    • Automatic Signature Populated Incorrectly

      To whom it may concern, The problem is as follows: When creating a new email, the automatically included signature is populated incorrectly. Disregarding a lot of the formatting such as padding and margins. (see image below) YET when manually selecting

    • Zoho CRM's Copy Customization functionality now works across DCs, for customized accounts, and more

      Availability This feature is available in Standard, Professional, Enterprise, and Ultimate editions. These changes have been rolled out to all users in all DCs. For more information, please refer to these help documents: Overview | Instructions Hello

    • How to get value from html element using deluge?

      I am trying to capture the value entered in an HTML <input> tag of type "date" and store it in a variable using Deluge scripting. Here's the snippet of my code <%{ date_value = // Here I want to store the value entered in the below HTML tag %> <input

    • ....should be an easy one

      I have a form that includes a radio selection field with three options: - Board Chair - Executive Director - Other I then have an "Other" text field. I have a workflow set up so the "Other" field is hidden when the form loads. What I want to have happen

    • Linux Platform

      I have recently switched my desktops over to Linux Fedora. the stability of the OS rivals that of MAC and blows away windows. I believe it could be a great solution for small businesses but lacks the support of apps. I believe with the Zoho One offering

    • desktop app for TODO

      Is there a desktop app for Zoho TODO?

    • Marketing Automation SMS Costs Are Confusing and Not Accurate

      I am a Zoho One user, and I am incredibly confused by the projected Marketing Automation costs. I have opened up several tickets and even had a virtual meeting with a representative, and no one can explain to me the cost of a credit. I am redirected to

    • Zoho Cliq Guest User

      Is there a way to add a guest user just to a zoho Cliq channel (where they can download the app, login, still receive notifications and such) or are they only able to go to the channel hyperlink to join the conversation? I would like to add a guest user to one channel like I am able to do in Slack. I am currently set up with Zoho One.

    • Zoho VPN

      Hi,  I'd like to know if Zoho offers VPN. If yes, can you tell me how to access using VPN. If not, any VPN recommendation that I should use? Thanks. 

    • How do you handle existing customers/contacts?

      Hi, We just integrated MA 2.0 with our CRM and we chose to only import our existing customers contacts. In MA they are all "Raw leads" by default and we would like to mass update these to a stage called "already customers" but the last default stage "Sales

    • Custom link in the customer portal in zoho Subscriptions

      Is there anyway to create a custom link back to our main app from the customer billing portal in Zoho subs?

    • Zoho Projects for iOS18

      Hello, everyone! In the most recent Zoho Projects iOS app, we have brought in support for iOS18 related features to enhance the app's experience. Let's take a look at the list of new features: Control centre widgets You can now set up Zoho Projects widgets

    • Zoho People - Calendar View - All Staff

      Hi, I just want to see a calendar with all staff leave, was able to do this in the previous version?

    • Description does not display under task on invoice

      I have two companies under my zoho account. Both use Service type invoice. One will display the Description under Ttask when PDF's, the other account will not.  How to display the description under task ?

    • Subform - Width

      HI So we have product subform on our deals so the sales guys can keep track of what product they are putting in. I have been asked so many times if I can expand the width of the 1st "column" so they can see the full description rather than having to click

    • Split PDF file upload to seperate files before emailing.

      Hi Support, I have recently returned from Zoholics and keen to tackle some business problems. While taking to the Zoho Team, they have mentioned that you can help with coding. So here is what i'd like help with : I have a form where a PDF file is to be

    • Facing Sync Failure Issue

      Hello, I am using Zoho Analytics with Zoho Books integration. Recently, we have been facing a data sync failure issue and the reason for this is a temporary error. Do you have any idea about this? Do you know how we can solve this? I would appreciate

    • I can't found API for Sales Receipts

      Hello May you please help me to find an API document for Sales Receipts to get data and retrive a custom fields like Invoice and credit notes Regards

    • Problem with .csv upload

      I successfully uploaded a .csv file with 547 leads just the other day, but found there were issues with the formatting of the company names and phone numbers. To make it easier, I deleted all leads from Zoho CRM and made the necessary corrections in the

    • UNAPPROVED record management

      When the unapproved list of duplicates is long, one needs the some tools to manage them - when this list has over 1500 records, we cannot manage it without some tools, such as: 1. The ability to apply a filter - ie similar to creating a CREATE a NEW VIEW

    • Is there a way to programatically schedule a function call?

      I wrote a function that creates a record in a custom module that I need to trigger 30 days after a field in another custom module is set to a specific value. The issue is that I need to have it triggered every time the record is edited, not just the first

    • Custom Views in the Contracts module within Zoho Desk

      When if ever is the Contracts module likely to allow custom views. I have a number of Custom Fields that I would like to be able to view summarized in columns within the Contracts page.

    • How to Convert Zoho Desk Ticket into Zoho Project with the Historical Data

      Dear Team, i would like to inform you that my subscription plan of zoho desk will be expired by today and we will plan to purchase zoho Projects. i need to ask that can i transfer my zoho desk ticket to zoho project with their historical comments so that

    • Custom Report for Zoho Desk Blueprint Transition and SLAs

      We were been checking to create a custom report on SLA violations happened on Blueprints. But couldn't find a way to do it by following this article: https://help.zoho.com/portal/en/kb/desk/reports-and-dashboards/articles/understanding-the-blueprints-dashboard

    • Problem with the Incoming Email

      Hi Zoho Team, We would like to check if there's an outage on the server as we did several test but no avail. Zoho Desk Tickets cannot receive any incoming emails. We've checked on our MS Exchange server mailbox and got no problems on our domain. Please

    • Workflow rule not working

      Hi all, I am trying to create a workflow for time entry, but I don't have the options. This is what I have done. Workflow->Create Rule->Module->Time Entry Execute->Create Criteria ->Description->Contains->Reply Action-> I only have "Custom Function" I

    • Celebrating Thanksgiving: Honoring Customer Support Heroes with Zoho Desk

      Thanksgiving is a time for gratitude, reflection, and appreciation. As we celebrate this thanksgiving, it’s important to recognize the unsung heroes of customer service—the Agents who tirelessly serve as the bridge between the organization and the customers.

    • Customize your calendar based on personal preferences

      Greetings, We're happy to introduce a few new capabilities to the Activities module's Calendar View! Now you can tailor your calendar's appearance and notification settings to suit your needs. In the past, the Calendar View lacked customization options

    • Next Page