Explore prebuilt integration flows to get started
All Triggers - A trigger kickstarts the flow
Chat ended
Triggers when a chat is ended
Chat created
Triggers when a new chat 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
Vendor created
Triggers when a new vendor is created
Inventory item updated
Triggers when any detail of an existing inventory item is updated
Estimate updated
Triggers when an estimate is updated
Non-inventory item created
Triggers when a non-inventory item is created
Invoice created
Triggers when a new invoice is created
Inventory item created
Triggers when an inventory item is created
Service item updated
Triggers when any detail of an existing service item is updated
Account created
Triggers when a new account is created
Payment received
Triggers when a payment is received
Estimate created
Triggers when a new estimate is created
Service item created
Triggers when a new service item is created
Customer created
Triggers when a new customer is created
Customer updated
Triggers when any detail of an existing customer is updated
Deposit added
Triggers when a new deposit is added
Account updated
Triggers when an account is updated
Sales receipt created
Triggers when a new sales receipt is created
All Actions - Action are the automated tasks
Email Chat
Sends chat transcript as mail
Create invoice
Creates a new invoice
Create deposit
Creates a new deposit
Create transfer
Creates a new transfer
Create estimate
Creates a new estimate
Create credit memo
Creates a new credit memo
Create bill - Item based
Creates a new item-based bill
Create sales receipt
Creates a new sales receipt
Create customer
Creates a new customer
Create service item
Creates a new service item
Create bill - Account based
Creates a new account-based bill
Create inventory item
Creates a new inventory item
Create vendor
Creates a new vendor
Create non-inventory item
Creates a new non-inventory item
Create payment record
Creates a new payment record
Update invoice
Updates the details of an invoice by ID
Update customer
Updates the details of an existing customer
Update item status
Updates the status of the specified item
Update estimate
Updates the estimate by ID
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
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
Fetch customer by ID
Fetches the details of an existing customer by ID
Fetch account
Fetches an account by name
Fetch payment method
Fetches a payment method based on its name
Fetch location
Fetches the details of an existing location by name
Send estimate
Sends an existing estimate
Fetch invoice
Fetches the details of an existing invoice by number
Fetch customer type
Fetches the details of a customer type by its name
Send invoice
Sends an invoice to the specified email address
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 transfer
Fetches the details of a transfer based on its ID
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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