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All Triggers - A trigger kickstarts the flow
Service item created
Triggers when a new service item is created
Estimate created
Triggers when a new estimate is created
Customer created
Triggers when a new customer is created
Non-inventory item updated
Triggers when any detail of an existing non-inventory item is updated
Bill created
Triggers when a bill is created
Account updated
Triggers when an account is updated
Estimate updated
Triggers when an estimate is updated
Non-inventory item created
Triggers when a non-inventory item is created
Sales receipt created
Triggers when a new sales receipt is created
Vendor created
Triggers when a new vendor is created
Inventory item updated
Triggers when any detail of an existing inventory item is updated
Service item updated
Triggers when any detail of an existing service item is updated
Payment received
Triggers when a payment is received
Account created
Triggers when a new account is created
Invoice created
Triggers when a new invoice is created
Inventory item created
Triggers when an inventory item is created
Customer updated
Triggers when any detail of an existing customer is updated
Deposit added
Triggers when a new deposit is added
Event created
Triggers when a new event is created
Campaign updated
Triggers when a new campaign is updated
Opportunity updated
Triggers when an opportunity is updated
Case created
Triggers when a new case is created
Contact updated
Triggers when a contact is updated
Lead created
Triggers when a new lead is created
Product added
Triggers when a new product is added
Solution added
Triggers when a new solution is added
Lead updated
Triggers when a lead is updated
Order updated
Triggers when an order is updated
Module entry added
Trigger when a new entry is added to the selected module
Note created
Triggers when a new note is created
Note updated
Triggers when a note is updated
Account created
Triggers when a new account is created
Case updated
Triggers when a case is updated
Product updated
Triggers when an product is updated
Opportunity added
Triggers when a new opportunity is added
Task updated
Triggers when a task is updated
Solution updated
Triggers when an solution is updated
Task created
Triggers when a new task is created
Module entry updated
Triggers when a record is updated in the selected module
Order created
Triggers when a new order is created
Contact created
Triggers when a new contact is created
Campaign added
Triggers when a new campaign is added
Account updated
Triggers when an account is updated
Event updated
Triggers when an event is updated
All Actions - Action are the automated tasks
Create non-inventory item
Creates a new non-inventory item
Create payment record
Creates a new payment record
Create inventory item
Creates a new inventory item
Create vendor
Creates a new vendor
Create deposit
Creates a new deposit
Create transfer
Creates a new transfer
Create invoice
Creates a new invoice
Create bill - Item based
Creates a new item-based bill
Create sales receipt
Creates a new sales receipt
Create estimate
Creates a new estimate
Create credit memo
Creates a new credit memo
Create service item
Creates a new service item
Create bill - Account based
Creates a new account-based bill
Create customer
Creates a new customer
Update item status
Updates the status of the specified item
Update estimate
Updates the estimate by ID
Update invoice
Updates the details of an invoice by ID
Update customer
Updates the details of an existing customer
Fetch vendor by name
Fetches the details of an existing vendor by name
Fetch vendor by ID
Fetches the details of an existing vendor by ID
Fetch transfer
Fetches the details of a transfer based on its ID
Fetch customer by ID
Fetches the details of an existing customer by ID
Fetch account
Fetches an account by name
Send sales receipt
Sends an existing sales receipt to the specified email address
Fetch item by SKU
Fetches the details of an existing item using SKU
Send estimate
Sends an existing estimate
Fetch invoice
Fetches the details of an existing invoice by number
Fetch payment method
Fetches a payment method based on its name
Fetch location
Fetches the details of an existing location by name
Fetch sales term
Fetches the details of a sales term based on its name
Fetch customer by name or email
Fetches the details of an existing customer by name or email address
Fetch deposit
Fetches the details of an existing deposit by its ID
Fetch customer type
Fetches the details of a customer type by its name
Send invoice
Sends an invoice to the specified email address
Fetch category
Fetches the details of an existing category by name
Fetch item
Fetches the details of an existing item by name
Create opportunity
Creates a new opportunity
Create custom module entry
Creates a new entry in the selected module
Create solution
Creates a new solution
Create contact
Creates a new contact
Create note
Creates a new note
Create account
Creates a new account
Create campaign
Creates a new campaign
Create case
Creates a new case
Create event
Creates a new event
Create lead
Creates a new lead
Create order
Creates a new order
Create task
Creates a new task
Create product
Creates a new product
Update event
Updates the details of an existing event
Update campaign
Updates the details of an existing campaign
Update order
Updates the details of an existing order
Update solution
Updates the details of an existing solution
Update case
Updates the details of an existing case
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update account
Updates the details of an existing account
Update product
Updates the details of an existing product
Update note
Updates the details of an existing note
Update opportunity
Updates the details of an existing opportunity
Update custom module entry
Updates the details of entry in the selected module
Update lead
Updates the details of an existing lead
Fetch order
Fetches the details of an existing order by number or ID
Fetch product
Fetches the details of an existing product by name or ID
Fetch user
Fetches the details of an existing user by email, name or ID
Fetch group
Fetches the details of an existing group by name or ID
Fetch campaign
Fetches the details of an existing campaign by name or ID
Fetch lead
Fetches the details of an existing lead by name or ID
Fetch case
Fetches the details of an existing case by subject or ID
Fetch module entry
Fetches the details of a module record entry based on the specified value
Fetch asset
Fetches the details of an existing asset by name or ID
Fetch solution
Fetches the details of an existing solution by name or ID
Fetch company
Fetches the details of an existing D&B company by name or ID
Fetch contract
Fetches the details of an existing contract by number or ID
Fetch contact
Fetches the details of an existing contact by name or email address or ID
Fetch note
Fetches the details of an existing note by title or ID
Fetch event
Fetches the details of an existing event by subject or ID
Fetch account
Fetches the details of an existing account by name or ID
Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
Fetch opportunity
Fetches the details of an existing opportunity by name or ID
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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