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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
User added
Triggers when a new user is added
Message posted to public channel
Triggers when a new message is posted to the selected public channel
Message posted to private channel
Triggers when a new message is posted to the selected private channel
Message starred
Triggers when a message is starred
Channel created
Triggers when a new channel is created
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
Send private channel message
Sends a message to the selected private channel
Set channel topic
Sets the topic for the selected channel
Fetch user - By name
Fetches the details of an existing user by name
Fetch user - By username
Fetches the details of an existing user by username
Create channel
Creates a new public channel
Create reminder
Creates a new reminder
Send direct message
Sends a direct message to the selected user
Update profile
Updates the profile information for the selected user
Send public channel message
Sends a message to the selected public channel
Fetch user - By ID
Fetches the details of an existing user by 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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Testimonial

“Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.”
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