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All Triggers - A trigger kickstarts the flow
Folder or project event occurred
Triggers when an event has occurred in a folder or a project
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
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
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
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
Sales receipt created
Triggers when a new sales receipt is created
Inventory item created
Triggers when an inventory item is created
Invoice created
Triggers when a new invoice is created
Customer updated
Triggers when any detail of an existing customer is updated
Bill created
Triggers when a bill is created
Service item updated
Triggers when any detail of an existing service item is updated
Non-inventory item created
Triggers when a non-inventory item is created
Purchase order created
Triggers when a new purchase order is created
Vendor updated
Triggers when the details of an existing vendor are updated
Customer created
Triggers when a new customer is created
Service item created
Triggers when a new service item is created
Estimate updated
Triggers when an estimate is updated
Payment received
Triggers when a payment is received
Estimate created
Triggers when a new estimate is created
Vendor created
Triggers when a new vendor is created
Credit memo updated
Triggers when the details of an existing credit memo are updated
Non-inventory item updated
Triggers when any detail of an existing non-inventory item is updated
Account updated
Triggers when an account is updated
Credit memo created
Triggers when a credit memo is created
Deposit added
Triggers when a new deposit is added
Account created
Triggers when a new account is created
Invoice updated
Triggers when the details of an existing invoice are updated
Inventory item updated
Triggers when any detail of an existing inventory item is updated
Sales receipt updated
Triggers when the details of an existing sales receipt are updated
All Actions - Action are the automated tasks
Fetch user
Fetches the details of an existing user
Create task
Creates a new task under the selected folder or project
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
Create project
Creates a new project under the selected folder
Add comment to task
Adds a comment to the specified task
Add comment to folder or project
Adds a comment to the selected folder or project
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task
Fetch folder or project
Fetches the details of an existing folder or project
Create sales receipt
Creates a new sales receipt
Create vendor
Creates a new vendor
Create invoice
Creates a new invoice
Create service item
Creates a new service item
Create estimate
Creates a new estimate
Create bill - Item based
Creates a new item-based bill
Create deposit
Creates a new deposit
Create account
Creates a new account
Create bill - Account based
Creates a new account-based bill
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 customer
Creates a new customer
Create transfer
Creates a new transfer
Create credit memo
Creates a new credit memo
Update estimate
Updates the estimate by ID
Update item status
Updates the status of the specified item
Update invoice
Updates the details of an invoice by ID
Update account
Updates the details of an existing account using account ID
Update customer
Updates the details of an existing customer
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 customer type
Fetches the details of a customer type by its name
Fetch account
Fetches an account by name
Fetch item by SKU
Fetches the details of an existing item using SKU
Fetch vendor by name
Fetches the details of an existing vendor by name
Fetch sales term
Fetches the details of a sales term based on its name
Fetch deposit
Fetches the details of an existing deposit by its ID
Fetch vendor by ID
Fetches the details of an existing vendor by ID
Send invoice
Sends an invoice to the specified email address
Send sales receipt
Sends an existing sales receipt to the specified email address
Fetch invoice
Fetches the details of an existing invoice by number
Fetch transfer
Fetches the details of a transfer based on its ID
Fetch location
Fetches the details of an existing location by name
Fetch customer by ID
Fetches the details of an existing customer by ID
Fetch payment method
Fetches a payment method based on its name
Fetch item
Fetches the details of an existing item by name
Fetch category
Fetches the details of an existing category 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

“With webhook support and a rich ecosystem of business apps, Zoho Flow has helped us automate our order fulfilment process, and also allowed us more control over data and their movement across apps. The platform is very intuitive and easy to use.”
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