Create an automated workflow with different applications using Zoho Forms and Zoho Flow integration

Create an automated workflow with different applications using Zoho Forms and Zoho Flow integration

Integration helps establish a connection between applications to create automated workflows. If you’re a Zoho Forms' user, then you probably know about some awesome integrations like Zoho Forms with Zoho CRM or Zoho Sign, and more.

Zoho Forms offers direct integration with many applications. These integrations make life easier, but what if the workflow you want to create involves more than one application, or there’s no direct connection available?

That's where Zoho Flow swoops in to save the day. The Zoho Forms integration with Zoho Flow helps trigger actions in different applications simultaneously to automate your workflow. With this integration, you can trigger up to five actions per form submission, leveraging the capabilities of either the same application or five different applications from Zoho's suite of 150+ connectable apps. This helps streamline repetitive tasks and save your valuable time.

Flow

How does it work? 


Say you're planning a webinar and want to streamline the promotion process while ensuring you don't forget to spread the word on social media. Wonder how to do all that at once?

The solution is simple; you can use Zoho Flow to automate tasks and create a workflow to effortlessly manage everything in one place. Connect your form with applications like Zoho Meeting and Slack. With just a few configurations, Zoho Flow takes care of the rest. You can schedule webinars, manage your webinar announcement, and set a personal reminder without juggling between platforms.

How do you configure it? 
 
1. Create your form

Design Zoho Form with fields for personal reminder message, reminder time, group message, name, and email.

Form Input

Note: You can choose to get these inputs from the user or configure them directly in action settings.

2. Integrate Zoho Flow with other apps

Integrate your Zoho Forms with Zoho Flow and choose the desired application to configure; in our case, Slack and Zoho Meeting. Refer to the Zoho Flow Integration help page to set up the integration.

3. Configure actions

Action 1: Schedule webinar using Zoho Meeting

This action directly schedules a webinar upon triggering the flow.

In the action setting, provide the webinar topic and the presenter's email ID to schedule the webinar. You can also choose to add the start time, duration, and participants’ email addresses.

Action 2: Send a public-channel message using Slack

This action ensures that everyone on the team stays informed by sending a message to the designated public channel.

In the action setting, configure the public channel name, message, and user name to send the message.

Public channel message configuration


Action 3: Create a reminder using Slack

This action schedules a personal reminder to prompt you to do a task.

In the action setting, configure the user to remind, the reminder message, and the reminder time. 

Reminder configuration


 

4. Execute your actions

Once a user submits the Zoho Form, Zoho Flow triggers the actions. With just a single click, a webinar gets scheduled, a message is sent to the specified public channel to ensure that everyone on your team is informed about the upcoming event, and a reminder message is set to prompt you to share it with your network at the specified time.

Webinar Creation



Slack Notification


This workflow shows how you can simplify the webinar scheduling and promotion process. The Zoho Flow integration with Zoho Forms empowers you to connect with various applications, automate repetitive tasks, and streamline your workflows upon form submission. With over 150+ connectable applications, you can create custom workflows to simplify your day-to-day work, eliminating the need to switch between platforms. Save valuable time by integrating your forms with Zoho Flow today!

This workflow is just one example of how Zoho Flow can simplify your work. The possibilities with Zoho Flow are endless! Tell us in the comment section what other integrations you would like to see explored. Help us tailor future content to your needs!

      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • 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
          • 9 Ways to use Zoho Forms this Navratri

            Hello form builders!Navratri is almost here! It is a time for celebration and culture in the Indian community, and organizing such a grand event can be overwhelming. But with the right tools, you can streamline the process and focus on creating unforgettable
          • The secret to collecting data from valid users

            Collecting accurate data is crucial for making informed decisions. Zoho Forms offers two efficient ways to validate user data and ensure that you collect entries exclusively from valid users. Double Opt-in: Double Opt-in is a privacy feature that ensures
          • Storage space in Zoho Forms: The ultimate guide to efficiently managing your data

            Are you using Zoho Forms for data collection? As with any data-intensive application, understanding how storage space is calculated is essential. That's why we've created this guide— to show you everything you need to know about managing storage space
          • Linking primary form submissions to a second form submission

            Let's imagine you have a form that you use to request a minimal amount of data from your users. To collect additional information, you redirect them to another form either automatically or based on a condition. During the course of redirection, you can

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Emails are going to notification folder and not in inbox

                                    emails are going to notification folder and not into inbox
                                  • Error AS101 when adding new email alias

                                    Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.
                                  • Report on opportunities showing only the last note added.

                                    Hi I need to create a report that shows the most recent note added to each opportunity. This is so management can see what the latest update is according to the assigned salesperson. One workaround is to use the status field but this implies added manual work and mistakes as the salesperson would have to copy the existing status to a note before adding the latest status... otherwise the activity history would be lost. My current workaround is a report on Notes with Opportunities as the related module.
                                  • Please add Zelle as an online payment option

                                    Hello, I would like to request Zelle be added to the online payment service providers for Zoho Invoice. Considering how ubiquitous Zelle has become as a way to pay people via the major banking institutions, I feel like many freelancers would benefit from
                                  • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

                                    Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you
                                  • Getting Project Template List using the REST API

                                    I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project Templates
                                  • How to display the CONTACT ID in the Contact page

                                    Hi, I've seen this conversation below and it is exactly the same question I'm raising now, but unfortunately the last message is not solved https://help.zoho.com/portal/community/topic/show-contact-id-while-editing-contact-form I need to show the ContactId and I don't know how to do this. The last message included in the conversaton shows the way but not it is not completed. "I am sorry by default we do not have the option to show the record ID for the contacts in the field in a record. When you
                                  • How to change margins in templates

                                    Hi, I'm new to Zoho Campaigns, and am trying to figure out how to adjust the margins within an email template.  The default margins make the text go all the way to the edges of the page.  Please advise.
                                  • Create Canvas list view templates from images powered by Zia

                                    Currently available for all paid editions of Zoho CRM in the US, EU, IN, JP & CN DCs. Designing a personalized CRM interface just got even easier. In today’s fast-evolving digital landscape, AI is transforming the way we work by automating complex tasks
                                  • Painfully Slow Zoho mail

                                    Since yesterday Zoho Mail seems to have starting functioning very slowly and having a few bugs. It's slow to open mails, slow to send, slow to change between email accounts. Sometimes clicking on a particular folder (eg Sent folder) stops working and
                                  • "Wrong password or login" Problem to configure Zoho on MAIL App on my Macbook

                                    Hi, I'm having problems to configure my e-mail on my MAIL App(Macbook pro). My e-mail is hari@trespontoum.net Actually was working perfectly, and still working on my Iphone. My MAIL App prompt me that my login or password is wrong. I tried to change 3
                                  • "User already exist in your org"

                                    Hello, I've just read a discussion about this issue, which didn't solve my problem. I'm trying to add the following emails: sales@kiss-my-boutique.co.uk returns@kiss-my-boutique.co.uk orders@kiss-my-boutique.co.uk I'm getting an error message each time I try and add them. None of them are primary or secondary emails and none of them have been created as users before. I know this as when I try and login and do 'forgot my password' all I get is an error message saying 'user invalid'. Please advise.
                                  • Operation Not Permitted

                                    Hi, I have problem in adding user after verifying the domain but it seems like error appeared which is "operation not permitted". For your information, I had delete other domain before did it.
                                  • Email forwarding setup fails

                                    I'm trying to set up email forwarding from my Zoho email to my gmail address. I followed the directions to set up email forwarding here: https://www.zoho.com/mail/help/email-forwarding.html. I did only steps 1-6. After doing this, rather than setting
                                  • Passing the CRM

                                    Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
                                  • Shopify store email issues- Not getting emails

                                    Hi We have migrated from Microsoft outlook to Zoho back in March, we have a shopify store, the domain is hosted on namesilo, not shopify, I have seen some people here complaining about not getting emails from customers who fill out the contact form on
                                  • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

                                    How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
                                  • Invoice Discount Account

                                    Is there a way to change the account used for Discounts applied to an invoice? The current Discount account (ZB native account) type is an "Income" type. I would like to change it to "Other Income", but that is not possible, I am assuming because it contains
                                  • Need Inactive accounts to be visible in Reports in Zoho Books

                                    I N=need Inactive accounts to be visible in Reports in Zoho Books to do recons of the accounts but when i see the same they are not visible in the Accountant - Account Transactions report
                                  • API Support for Creating Invoices with Batch-Tracked Items

                                    Hi Zoho Community, I am working on an integration where we create invoices in ERPNext and push them to Zoho Books. I need to send batch-tracked items (batch numbers) when creating invoices. I could not find any reference in the Zoho Books API documentation.
                                  • javax.mail.authenticationfailedexception 535 authentication failed

                                    Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha
                                  • Phantom Opening Balance

                                    While experimenting w/ creating a composite item, Zoho added funds to Petty Cash and added Bank Account equal to previous day's balance. I'm unable to undo the adding of funds. Attaching screenshots of both bank account and petty cash transactions.
                                  • Importing customer comments and multiple shipto addresses

                                    I am evaluating Zoho Books and have most of my data imported with two exceptions: (1) Import customer comments - in my current system I have several comments of different types, and I need to bring these into Zoho. Preferably Books customer records, but
                                  • Detailed Account Reports - Add Running Balance

                                    When one clicks into an account from a report (say P/L or Balance Sheet), the default reports have the Debit, Credit, and then the Amount. The Amount column (last one) is duplicate information. It would be far better and fit more peoples' use cases if
                                  • How to Billed from two different GST Numbers

                                    How to Billed from two different GST Numbers. Suppose ABC & Co had GST registration in Delhi and Haryana and Zoho account is created with Delhi GST Registration number. Now i also want to issue invoice from Haryana GST Registration number. How can i proceed ?
                                  • Payment system for donations management

                                    I manage an organization where we receive donations from payers. Hence, there is no need to first create invoices and then create payments received against the invoices. What are the recommended best practices to do this in ZohoBooks?
                                  • Zoho IP blocked by SpamHaus

                                    ERROR CODE :550 - 5.7.0 Your server IP address is in the SpamHaus SBL-XBL database, bye
                                  • IMAP Communication Problems - IMAP Down Again

                                    We are experiencing the same problems over the last week or so that were supposedly 'solved' according to this thread. Zoho Imap Down Again This is affecting attempts to use IMAP on multiple ISPs and users so is definitely narrowed down to Zoho problems.
                                  • Can't login to Zoho mail

                                    I'm logged into Zoho but when I try to go in zoho mail I get: Invalid request! The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try again. I just set up my mx records and stuff with namecheap a few
                                  • Hotmail is STILL blocking the zoho mail IP

                                    Greetings, as I already mentioned in my last message, my Zoho IP has been blocked by Hotmail for more than 15 days. Although someone said that the issue was "solved," it still isn't, and this amount of time seems neither normal for a "serious" company,
                                  • Keyboard shortcut M key

                                    I'm trying to customize my keyboard shortcuts and assign the "m" key. But it says the key is already assigned. I've looked through all my shortcuts and can't see any assigned "m". When I select an email and press the M key, nothing happens. What is the
                                  • Manage customer access across multi-brand help centers

                                    Hello everyone! Managing customer's access across multiple brands has been streamlined with the ability to invite, reinvite, approve, reject, and deactivate contacts individually for each help center brand . This enhancement gives administrators precise
                                  • White Label certificate

                                    Hi all, About 72 hours ago, we fulfilled all steps for white labeling (CNAME to point to mail.cs.zohohost.eu), but since then the configuration page is now stuck at "generating certificate" since 3 days. When I execute an NSLOOKUP mail.webfoundry.be it
                                  • Unusual activity detected from this IP. Please try again after some time

                                    When i try to create new addresses on my account i am getting this error, it has been 24 hours now and i am still getting this error can anyone help
                                  • How to add a new domain in my account?

                                    Probably zoho has the worst UI in the market. Cannot add a new domain to manage a new email address.
                                  • Ability for admin to access or make changes in zoho form without asking for ownership

                                    Currently in zoho form only form owner can make the changes in the form and if someone else has to make changes then we have to transfer the ownership to them and even admin also cant access it . So i think admin must have the ability or option to access
                                  • Why does Zoho’s diff viewer highlight parts of unchanged lines?

                                    Hi everyone, I’ve noticed something odd in the Zoho editor’s diff view. When I delete a single line, the diff doesn’t just mark that line as removed. Instead, it highlights parts of the next line as if they changed, even though they are identical. Example:
                                  • Report sorting not working

                                    I make extensive use of Summary reports and Pivot Tables. Most of these reports are structured such that I have several columns of "information" data that I want displayed, followed by one or more "Data" summarizations. For example, I have the following
                                  • New Enhancements in Wizards

                                    Dear All, Wizards help you break a long form into a series of smaller forms on different screens, making it less overwhelming. We are thrilled to introduce a couple of enhancements to wizards in Zoho CRM: Enhancements for conditional rules in Wizards
                                  • Microsoft Teams now available as an online meeting provider

                                    Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings
                                  • Next Page