Overview

Overview

About Zoho Flow

Terms to remember

Get to know Zoho Flow

About Zoho Flow

Zoho Flow is an integration platform which connects cloud applications. Set up workflows to automate repetitive tasks. With Zoho Flow, you no longer need to learn to code in order to integrate.

An update in one app will trigger an action of your choice in another. Or you can schedule the event to happen at a particular time in the future. You can also instruct your workflow to make decisions and add delays, so your data is at the right place, promptly. If your needs are complex and intricate, you can script Deluge codes with our custom function capabilities.

Terms to remember

Flow

A Flow is a workflow created to link different cloud applications together to automate data transfer. An event triggers the Flow and causes actions in other apps. A Flow can have one trigger and multiple actions.

For example, when a new ticket is received on Zoho Desk, the Flow can check the customer details in Zoho CRM and add a new lead if it’s not already there. Here, receiving the ticket acts as a trigger to this workflow, and creating or updating a lead in CRM is an action.

Trigger

The event that activates the Flow.

For example, when a new ticket is received, a lead is created in your CRM. Receiving the ticket is the triggering event.

Action

An action is a task executed by the workflow as a result of a trigger.

For example, when a ticket is received, checking the email address in your CRM and adding it as a lead is an action.

Record

The data from the apps in the workflow. It can be used as input for further actions if required.

In the case of receiving a ticket, the name, email address, ticket ID are data under the ticket record.

Get to know Zoho Flow

Dashboard

The dashboard helps visualize the key performance indicators for your organization. It shows how many Flows are in the organization, how many are live or paused, and how many are yet to go live (drafts). Learn more

Dashboard

My Flows

This is the landing page for Zoho Flow, where you can:

  • View all Flows available in your account.
  • Switch Flows on or off.
  • Create copy of an existing Flow.
  • Delete Flows.
  • View and edit the details of each Flow.

My Flows

Individual Flow

Click on a Flow to land on its summary page and view details including Flow Name, Description, and Execution Summary. Learn more

  • Summary

View and edit details, and check the execution records for the Flow.

Summary

  • Builder

Build, configure, and edit your Flow from the builder. Builder tools will assist you in creating a workflow. Use app actions combined with the necessary logic elements to add details and rules to your workflow.

Builder

  • History

Every execution of the Flow is recorded in the History page. View the history for a particular time frame by applying a filter. If an execution fails, you can check what went wrong and where, to troubleshoot the workflow.

History

 

Settings

Manage all of your organization details like profile, history, connections, and members from the Settings page. Which data you can edit here will depend on your role in the organization. Learn more

Settings

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