Define your workflow.
- Choose from over 32 different field types to collect data through forms. Auto-populate fields, perform validation and use logic to build a foolproof form.
- Visualize your workflow and trigger a set of actions based on how and when a user interacts with your application.
- Use the drag-and-drop script builder to perform calculations and execute complex business tasks.
Get productive with automatic processes.
- Configure multi-level approvals for any process.
- Stay on top of your work with notifications about updates or any process deviations.
- Schedule tasks and send reports, event invitations, and reminders on time.
Share the right data with the right people.
- Group users into roles and assign permissions so they can see only what they need to.
- Refer to record audits to see who's edited your data and keep track of changes made to your application.
- Maintain dedicated portals for your customers and allow them to log in and access their information.
Check how your team is doing.
- Publish your workflows, and test if they work as you want them to.
- Create reports that help you identify bottlenecks and improve your team's performance.
- Combine reports in a dashboard so you can narrow down to specific information.
Clint Baller, CEO, AVID PAYMENT SOLUTIONS
"Zoho Creator automated a ton of our processes and made our lives a lot simpler."