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All Triggers - A trigger kickstarts the flow
Customer created
Triggers when a new customer is created
Estimate created
Triggers when a new estimate is created
Service item created
Triggers when a new service item is created
Account created
Triggers when a new account is created
Payment received
Triggers when a payment is received
Service item updated
Triggers when any detail of an existing service item is updated
Sales receipt created
Triggers when a new sales receipt is created
Account updated
Triggers when an account is updated
Deposit added
Triggers when a new deposit is added
Inventory item updated
Triggers when any detail of an existing inventory item is updated
Customer updated
Triggers when any detail of an existing customer is updated
Vendor created
Triggers when a new vendor is created
Bill created
Triggers when a bill is created
Non-inventory item updated
Triggers when any detail of an existing non-inventory item is updated
Inventory item created
Triggers when an inventory item is created
Invoice created
Triggers when a new invoice is created
Non-inventory item created
Triggers when a non-inventory item is created
Estimate updated
Triggers when an estimate is updated
Expense created
Triggers when a new expense is created
Estimate created
Triggers when a new estimate is created
Project updated
Triggers when the details of an existing project is updated
Estimate updated
Triggers when the details of an existing estimate are updated
Task created
Triggers when a new task is created
Client updated
Triggers when the details of an existing client are updated
Contact created
Triggers when a new contact is created
Invoice updated
Triggers when the details of an existing invoice are updated
Time entry updated
Triggers when an existing time entry is updated
Person updated
Triggers when the details of an existing person is updated
Person added
Triggers when a new person is added
Client added
Triggers when a new client is added
Invoice created
Triggers when a new invoice is created
Task updated
Triggers when an existing task is updated
Project created
Triggers when a new project is created
Person assigned to project
Triggers when a person is assigned to a project
Expense updated
Triggers when the details of an existing expense are updated
Contact updated
Triggers when the details of an existing contact are updated
Time entry created
Triggers when a new time entry is created for today
All Actions - Action are the automated tasks
Create customer
Creates a new customer
Create sales receipt
Creates a new sales receipt
Create bill - Item based
Creates a new item-based bill
Create vendor
Creates a new vendor
Create inventory item
Creates a new inventory item
Create bill - Account based
Creates a new account-based bill
Create service item
Creates a new service item
Create payment record
Creates a new payment record
Create non-inventory item
Creates a new non-inventory item
Create invoice
Creates a new invoice
Create credit memo
Creates a new credit memo
Create estimate
Creates a new estimate
Create transfer
Creates a new transfer
Create deposit
Creates a new deposit
Update customer
Updates the details of an existing customer
Update invoice
Updates the details of an invoice by ID
Update item status
Updates the status of the specified item
Update estimate
Updates the estimate by ID
Send estimate
Sends an existing estimate
Fetch customer by name or email
Fetches the details of an existing customer by name or email address
Fetch sales term
Fetches the details of a sales term based on its name
Fetch transfer
Fetches the details of a transfer based on its ID
Fetch deposit
Fetches the details of an existing deposit by its ID
Fetch item by SKU
Fetches the details of an existing item using SKU
Send sales receipt
Sends an existing sales receipt to the specified email address
Fetch vendor by ID
Fetches the details of an existing vendor by ID
Fetch vendor by name
Fetches the details of an existing vendor by name
Fetch location
Fetches the details of an existing location by name
Fetch payment method
Fetches a payment method based on its name
Fetch account
Fetches an account by name
Fetch customer by ID
Fetches the details of an existing customer by ID
Send invoice
Sends an invoice to the specified email address
Fetch customer type
Fetches the details of a customer type by its name
Fetch invoice
Fetches the details of an existing invoice by number
Fetch item
Fetches the details of an existing item by name
Fetch category
Fetches the details of an existing category by name
Update client
Updates the details of an existing client
Create estimate
Creates a new estimate
Create time entry
Creates a new time entry for today
Create invoice
Creates a new invoice
Update project
Updates the details of an existing project
Create client
Creates a new client
Add task to project
Adds a task to the selected project
Create expense
Creates a new expense
Update invoice
Updates the details of an existing invoice
Create project
Creates a new project
Create invoice item
Creates a new invoice item
Update time entry
Updates an existing time entry
Update task
Updates the details of an existing task
Create contact
Creates a new contact
Start timer
Starts timer for today in the selected project
Add person to project
Adds a person to the selected project
Create person
Creates a new person
Update estimate
Updates the details of an existing estimate
Create estimate item
Creates a new estimate item
Create task
Creates a new task
Update contact
Updates the details of an existing contact
Create invoice payment
Creates a new invoice payment
Update expense
Updates the details of an existing expense
Update estimate item
Updates the details of an existing estimate item
Stop timer
Stops timer for today
Update invoice item
Updates the details of an existing invoice item
Update person
Updates the details of an existing person
Fetch person
Fetches the details of an existing person by ID
Fetch estimate
Fetches the details of an existing estimate by ID
Fetch project
Fetches the details of the specified project
Fetch invoice
Fetches the details of an existing invoice by ID
Fetch task
Fetches the details of an existing task by ID
Fetch contact
Fetches the details of an existing contact by ID
Fetch expense
Fetches the details of an existing expense by ID
Fetch time entry
Fetches the details of an existing time entry by ID
Fetch client by name
Fetches the details of an existing client
Fetch client
Fetches the details of the specified client
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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