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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
Ticket updated
Triggers when the details of a ticket is updated
Ticket created
Triggers when a new ticket is created
Organization created
Triggers when a new organization is created
User created
Triggers when a new user 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
Create Request
Creates a new ticket in a verified end user's account
Add Tag
Adds tag to the selected ticket
Create User
Creates a new user
Create Organization
Creates a new organization
Create Ticket
Creates a new ticket
Update User Details
Updates an existing user's details
Add Comment
Adds comment to the selected ticket
Update Ticket
Updates an existing ticket status or adds comments
Update Organization
Updates an existing organization
Fetch Ticket
Fetches a ticket by ID
Fetch User
Fetches the details of an existing user by ID
Fetch Organization
Fetches the details of an existing organization
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

“We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.”
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