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!
    • 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

    Nederlandse Hulpbronnen


      • Recent Topics

      • Zoho Social API for generating draft posts from a third-party app ?

        Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.
      • Digest Novembre - Un résumé de ce qui s'est passé le mois dernier sur Community

        Bonjour chers utilisateurs, Avec l'arrivée du dernier mois de l'année, il est temps de résumer les activités de novembre dans la communauté Zoho France. Ce mois-ci, Zoho Webinar se dote de deux nouvelles intégrations ! La première est avec Zapier : connectez
      • How do I create an update to the Cost Price from landed costs?

        Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the product
      • E-Invoicing in Belgium with Zoho Books

        Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. This means that invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing
      • Lead Blueprint transition in custom list view

        Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed
      • Announcing new features in Trident for Mac (1.30.0)

        Hello everyone! We’re excited to introduce the latest updates to Trident, bringing you a more seamless, intuitive, and secure communication experience. Let’s take a quick look at what’s new. Work with PST/EML files more efficiently. You can now do more
      • Open Form in Same window as Page from embedded Report

        I have a page that has an embedded report, as shown below. When I click the + sign to add a new record, the form shows up inside the page where the report was embedded. I know that I can add a custom action to the report grid or report detail view and
      • Weekly Sales Summary

        Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generated
      • Pricing Strategies: #4 Counting on Discounts

        "Is there any chance I can get a little discount on this month's service?" Maya hears this almost every time at her fitness studio. She offers monthly subscription plans for various services, including yoga, strength training, wellness sessions, and personal
      • Introducing Query Workbench in Zoho CRM

        Hello everyone! We’re excited to announce the Query Workbench, a brand-new interface designed to improve developer experience of building Queries in Zoho CRM faster, simpler, and more intuitive. In the past, constructing queries required navigating across
      • Limitation with Dynamic Email Attachment Capture

        I've discovered a flaw in how Zoho Creator handles email attachments when using the Email-to-Form feature, and I'm hoping the Zoho team can address this in a future update. The Issue According to the official documentation, capturing email attachments
      • Add Customer in Books on Creator Form Submit Params

        Hi guys, Were integrating a creator app with books however what were doing is adding a books customer on submit of creator form.  We have some parameters but some fields aren't coping, All were seeing is the contact name in books,.  Any help of the params for this would be great. below is a sample of the script... response = zoho.books.createRecord("contacts", "XXXXXXXXX", { "contact_name" : input.Name, "address" : input.Email }); 
      • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

        Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?
      • Suggestion : link KB with Accounts

        Hi Zoho teams.  I think it could be good to link KB articles with  : accounts in order to easily  find articles dedicated to some account specificities. I tried to use tags , but tags are free text with not easy way  to retrieve it directly from ticket or list article for one tag. Tickets : It would be a good way to measure usage of KB directly from ticket when we don't need to copy/paste KB in solution. And : Great Tool , keep going ! 
      • Drag and Drop in Creator Application

        Hi, I am in the planning phase of a new application and I would like to use 'Drag and Drop' in the user interface of my new Creator application that I am sketching out, but I don't seem to be able to find any reference that this is available to developers. In my instance I have table of entries and I would like to be able to allow users to move an entry to another table (much like you do in your own interface when creating a Pivot Table report. In addition, I would like the user to be able to re-order
      • Is there any way to integrate Zoho with Zapier?

        Is there any way to integrate Zoho with Zapier? I'd like to use it to create a workflow, sharing posts from our Wordpress website to all our channels.
      • Popular Articles Report

        From data to decisions: A deep dive into ticketing system reports Content management teams can use various metrics to assess the effectiveness of knowledge base articles, improve content quality, and ensure articles are regularly updated. Predefined article
      • Invoice Ref. Field

        Hello Team, Currently, the Invoice Ref. field is set to a Number type with a maximum limit of 9 digits. However, we often receive customer invoices that contain up to 12 digits. In some cases, the invoice reference includes not only numbers but also letters
      • 60 Days Into Zoho - Tiktok Branding Startup -7 Questions?!

        Wsp Everybody I co-own a TikTok Branding / Consulting Startup & have been using Zoho for the past 60 days - Am now looking to make our overall operations & processes more Efficient & Effective! Curious to know how others are using the platform & what's
      • Turning off the new UI

        Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?
      • XML format to import knowledgebase into Zoho Desk

        Hi, We just started to use Zoho Desk and want to import our knowledgebase from our old support system (Freshdesk) to Zoho Desk. Can anyone give us information about the format of xml file to import? There is no explanation on the related page.
      • Pushing Zoho People leave into Microsoft calendar: how to chose how "event" is shown (busy, free etc)

        Hi, how can I select how a "leave" event is pushed into Microsoft calendar? I want for leave "working elsewhere" to show as working elsewhere and NOT as busy.
      • Duplicate Accounts

        Hi There, I am looking for a solution, script, workflow or anything to solve an issue we have - in our customers section we have a rule that doesn't allow duplicates, however Zoho will allow customers with xxxxx and xxxxx PLC or LTD so effectivley we
      • Error with If formula

        I've got this super simple If formula, what is the reason for the error? If ( LEN(${Leads.Trial Slot Option}) == 3,'y','n') Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make sure your fields are
      • Announcing Multi-language Support in Zoho FSM

        Zoho FSM now speaks your language. The much-awaited multi-language support is now available in Zoho FSM. The following languages are supported in Zoho FSM: Dutch (Nederlands) English - United Kingdom English - United States French (français) French -
      • Creating multiple CRM leads from a Zoho Forms subform

        Hi all, We have a heavily used intake form that is used for new leads as a part of our intake. There is a subform that allows the lead to add additional team members, their titles and other basic info. That form submission creates a new Lead and the subform
      • Free webinar! Build smarter apps with Zoho Sign and Zoho Creator

        Hello, Bring the power of digital signatures to the apps you build in Zoho Creator! Connect Zoho Sign as a microservice and enable seamless e-signature workflows in your applications. This integration allows you to automate signing tasks using Deluge.
      • Restrict Addresses in Zoho Forms?

        In the address field, is there a way to restrict the addresses that auto populate (via Zoho Maps or Google Maps) to a specific state (I know it's possible with the country). Additionally, how often does the address in Zoho Maps get updated? Certain addresses
      • Weekly Tips: Secure your attachment downloads with Zoho Mail

        Safety is one of our main concerns, whether it’s about device security or online protection. We use tools like fingerprint scanners, facial recognition, and two-factor authentication to keep our devices and email accounts secure. We use methods like OTP
      • Resume Harvester: New Enhancements for Faster Sourcing

        We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built
      • Looking for best practices to import data from SAP Business One (on-prem) into Zoho Analytics via Zoho DataPrep / Databridge — daily automated schedule

        Hi all, I’m using SAP Business One on-prem (SQL Server / or HANA — depending on DB backend) as our ERP. I want to build a pipeline that, every morning at 9:00 AM IST: pulls transactional data (invoices, customers, products, stock, etc.) from SAP B1, loads
      • Zoho One Unified Portal - Applications

        Hello, It is great to see the work on the New Unified Customer Portal. Thanks for that. The number of applications is limited though. It is now only around the Zoho Books ecosystem (Books, Expense...) and Zoho Social. = Are other applications planned
      • Marketing Tip #10: Start a customer loyalty program

        Winning a new customer is great, but keeping them coming back is even better. A loyalty program rewards repeat buyers with points, giving them more reasons to shop again. Over time, this builds trust and long-term relationships. Try this today: Set up
      • Zia Actions: AI-powered Workflow Automation for Faster and Smarter Execution

        Hello everyone, Updated on 12th Dec 2025 Zia actions for Workflow is available for Enterprise edition ONLY. These features are currently available in the following DCs: US, CA, EU, IN, and AU Email Auto reply and Content Generation are available as Early
      • Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed?

        Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed? If not, can anyone share a work-around that could help me get an RSS feed for individual category forums?
      • Change Last Name to not required in Leads

        I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
      • Resend Client Portal Invitation + View Email Delivery Status

        Hi Zoho Team, We hope you are doing well. We would like to request two important enhancements related to the Zoho Creator Client Portal invitation process. At the moment, when we add a user to the Client Portal, Zoho Creator automatically sends an invitation
      • Get user last login

        1. Is there a way to programmatically get the last user login to trigger certain workflows? 2. Is there a way to programmatically access the custom fields on a user's account?
      • Seeking Zoho Creator Expert (Delivery Management App / Logistics Ops) — Built & Deployed Before

        Hi everyone, We’re building a Delivery Management App (focused on delivery operations for now) using Zoho Creator. We’re looking for a Zoho Creator expert who has already developed and deployed a similar delivery/workflow system and can assist us with
      • Automating Employee Birthday Notifications in Zoho Cliq

        Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
      • Next Page