About

This course aims to provide basic information about workflow automation through app integration to new Zoho Flow users. You will learn what app integration is and how it helps you save time and get to know the platform well. You will then learn how to convert your redundant, time-consuming and complex workflows into easily customizable flows matching your requirements.

Who it is for:

Admins, managers or department heads responsible for data management in an organization. Zoho Flow also provides different roles for different levels of access within the platform.

One Day - 5 Hours

Module 1:

Introduction

  • Welcome to Zoho Flow
  • Introduction to app integration and workflow automation
  • Course objectives
  • Learning path
Module 2:

Setting up your account

  • Accessing Zoho Flow
  • Creating your organization
  • Adding members
  • Navigation and platform features
Module 3:

Creating a flow

  • What is a Flow?
  • Triggers and actions
  • Field mapping
  • Logic elements
Module 4:

Decisions

  • How to use decisions
  • Use cases
Module 5:

Delays

  • How to use delays
  • Use cases
Module 6:

Basic custom functions

  • Introduction to custom functions
  • Use cases
Module 7:

Maximizing the utility of custom functions

  • Calling APIs using custom functions
  • Advanced functions
Module 8:

Detailed workflows - 1

  • Using Zoho Flow for business workflows - 1
  • Use cases
Module 9:

Detailed workflows - 2

  • Using Zoho Flow for business workflows - 2
  • More use cases
Module 10:

Managing your flow

  • Copying and deleting flows
  • Reconfiguring triggers and actions
  • Versions
Module 11:

Troubleshooting - 1

  • Problems with connections
  • Problems with flow executions
Module 12:

Troubleshooting - 2

  • How to use decisions
  • Use cases
Module 13:

Platform administration

  • Dashboard
  • Gallery
  • Settings

Summary

  • Best practices
  • More possibilities
  • What's next?

Through online training, we aim to offer a completely personalized One-on-One training package tailored exclusively to meet the trainees' business requirements.

register now