Skip to product menu
close
  • Recent Launches
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Recent Launches

New

Payroll software with automated tax payments and filing.

Try now
New

Robotic process automation software to automate high-volume, rule-based tasks.

Try for free
New

Low-code IoT platform and solutions for connected businesses.

Try now
New

Business formation service to launch and grow your businesses.

Try now
New

Privacy-friendly application analytics solution.

Try for free

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
Skip to main content

Top brands that use our platform

What are business workflows?

A set of activities or processes linked together based on specific conditions that help to attain a business-level goal is known as a business workflow.

Business workflows?
Oversee your business workflows

Oversee your business workflows with Zoho Creator

Define tasks, decide who's in charge of what, specify criteria, and automate every aspect of your business processes with Zoho Creator's workflow automation software.

Blueprint - End-to-end control of your business workflows

Blueprints are visual replicas of your business processes and their workflows. The new, intuitive blueprint builder in Zoho Creator makes it simple for you to map out your processes. With blueprints in place, your business workflows become well-oiled machines.

Blueprint - End-to-end control

Creating a blueprint involves three key elements:

Stage

The different steps in the process

Action

Transition

The action(s) performed in order to move from one stage to another

Event

Criteria

The condition(s) that decides when to display a transition button

trigger

Benefits of Zoho Creator's business workflow software

Benefits of Zoho Creator's business workflow software
  • Enhances collaboration

    Organizations are often fragmented, with departments working in silos. Cultivate effective collaboration across departments and teams by encouraging them to design workflows collaboratively—and visually—to optimize end-to-end, multilayered business processes and improve business outcomes.

  • Increases visibility

    Creator enables businesses to capture processes and map the flow of work between people and systems visually. It also helps you collect all process information in one centralized blueprint, so you can plan dependencies, controls, regulations, or handovers. At any time, you can bounce the visuals of proposed solutions off potential users and gather feedback before investing in development.

  • Accelerates outcomes

    Better process transparency can help you quickly identify areas for improvement, establish a regular process optimization culture, and accelerate business process automation. It also helps you empower stakeholders in your organization to quickly build new—and improve on old—processes. With business workflows in place, you have the freedom to make changes and update your processes at any time, helping you respond quickly to changing market conditions.

  • Promotes accountability

    Configure multilevel approvals for any process. With visual blueprints, you create a common lingo that's understandable by all levels of management and decision-makers. Set the required conditions, add approvers, and customize approval emails to get approvals on the go. And with access controls and defined user roles, responsibilities are clearer, keeping blame games to a minimum.

Commonly automated business workflows

Commonly automated business workflows
 
  • Procurement management 
  • Employee onboarding 
  • Invoice processing 
  • Attendance tracking 
  • Incident reporting 
  • Patient surveys 
Coca-Cola

Earlier we were using paper-based forms, where users would submit approvals manually. After implementing Zoho Creator, they just need to fill in the forms and submit it to the approvers directly. This meant a reduction in time spent, as the approvers are now notified promptly.

Coca-Cola
Floral Impressions

Zoho Creator has provided us with the opportunity to create bespoke workflow processes that would otherwise not be possible with off-the-shelf software.

Floral Impressions
Altivore Global Investments

Sales teams can now create business proposals in seconds and send them to customers to have them accept/deny instantly. That gave our team more time to spend on more valuable projects, rather than spending operational time doing manual tasks.

Altivore Global Investments
  • Jessica Lum,Coca-Cola Amatil Fiji Ltd
  • Clinton Fisher, Manager, Floral Impressions
  • Rodrigo Ferrer,Altivore Global Investments

Zoho Creator - More than just business workflow software

You're not limited to workflows—you can manage every aspect of your business processes using Zoho Creator's workflow automation software.

Data management

Build powerful databases online, on your own. Import data from Excel sheets, migrate from MS Access, or choose from prebuilt app templates.

Learn more

Integrations

Integrate with CRMs, payment gateways, external databases, APIs, and more, in a few steps.

Learn more

Legacy modernization

Modernize or migrate from your legacy systems with ease.

Learn more

Customized application development

Develop and deploy applications tailor-made to your business needs, 10x faster than traditional methods.

Learn more

Enterprise-grade security

Utilize built-in end-to-end encryption with cloud-based backup.

Learn more

Prebuilt applications

Choose from over 60+ ready-to-use applications to fast-track your digital journey.

Learn more

Automate, validate, and collaborate business workflows with ease!

Try for free

Frequently Asked Questions

How do I create a business workflow?

It's pretty similar to how you create any process workflow:

  • Identify the tasks that needs to be automated.
  • Figure out the POC for each task and assign roles accordingly.
  • Sketch a workflow diagram for better understanding.
  • Train stakeholders on the tool of your choice.
  • Create and deploy the workflows!

What's the difference between a workflow and a process?

A workflow is the process of identifying and defining a series of activities to achieve a specific result, whereas a process is a set of workflows to attain a large-scale goal. Zoho Creator's workflow automation software automates every aspect of your business, and helps you streamline your organization's operations, from the smallest workflows to the most mission-critical processes.

How to choose the right workflow automation software for your business processes

A well-rounded workflow automation tool should be easy to use, and have excellent AI and BI features, seamless APIs, multi-platform compatibility, and role-based controls.

Is workflow automation similar to BPM software?

No. Business workflow software specifically caters to automating and streamlining the workflows and processes of your business, whereas business process management (BPM) software manages the overall lifecycle of your business, and its people, processes, and data.