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All Triggers - A trigger kickstarts the flow
Task event occurred
Triggers when an event has occurred in a task
Folder or project created
Triggers when a new folder or project is created
Comment added for task
Triggers when a new comment is added for a task
Task status updated
Triggers when the status of a task is updated
Project status updated
Triggers when the status of a project is updated
Attachment added
Triggers when an attachment is added and extracts the attachment URL
Task created
Triggers when a new task is created
Comment added for folder or project
Triggers when a new comment is added for a folder or project
Folder or project event occurred
Triggers when an event has occurred in a folder or a project
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
All Actions - Action are the automated tasks
Create project
Creates a new project under the selected folder
Add comment to task
Adds a comment to the specified task
Create time log entry
Creates a new time log entry for the specified task
Create folder
Creates a new folder under the selected parent folder
Fetch user
Fetches the details of an existing user
Create task
Creates a new task under the selected folder or project
Add comment to folder or project
Adds a comment to the selected folder or project
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Fetch folder or project
Fetches the details of an existing folder or project
Fetch task
Fetches the details of an existing task
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
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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Testimonial

“After implementing the processes in Zoho Flow, we have no more calendar checking, no more manually creating tickets, the URLs for Forms are automatically populated with ticket information, and the PDF files are automatically stored—it is basically night and day.” Know more
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