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Comprehensive CRM platform for customer-facing teams.

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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.

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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.

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Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

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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
 
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
 
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Payroll

Payroll software with automated tax payments and filing.

Payroll
 
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
 
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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
 
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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
 
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
 
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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
 
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IoT

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

IoT
 
DataPrep

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

DataPrep

IoT

 
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IoT

Low-code IoT platform and solutions for connected businesses.

IoT

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CRM Plus

Unified platform to deliver top-notch customer experience.

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Service Plus

Unified platform for customer service and support teams.

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Finance Plus

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

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People Plus

Comprehensive HR platform for seamless employee experiences.

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Workplace

Application suite built to improve team productivity and collaboration.

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Marketing Plus

Unified marketing platform for marketing teams.

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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.

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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.

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Trusted by over 22,000 businesses worldwide

What is a visual workflow builder?

Visual workflow builders are tools that let you automate time-consuming and repetitive tasks with ease, using a simple drag-and-drop interface. This visual development environment eliminates technological barriers and empowers everyone to build applications that solve real-time business problems.

Zoho Creator's visual workflow builder is built upon low-code technology. It is a platform that enables a visual representation approach to application development. This WYSIWYG model allows you to automate everything—send instant SMSes, set field values, push data to Salesforce, link to PayPal, and more, with just a few clicks./p>

What is a visual workflow builder?

Benefits of a visual workflow builder

Benefits of a visual workflow builder
  • Accelerated automation

    Creating a visual workflow helps you design workflows quickly and automate tasks with ease. Our platform allows you to streamline your business processes, eliminating manual tasks and reducing errors. The drag-and-drop interface makes automating even the most complex processes simple and efficient. A visual workflow provides a visual representation of your team's processes, making it easier to identify inefficiencies and improve overall performance.

  • Easy maintenance

    Maintaining and updating workflows is effortless with our tool. Anyone on your team can modify records, adjust workflows, or implement changes—no coding required. This flexibility ensures that our workflows grow and adapt with your business needs.

  • One stop shop

    With our platform, you can manage every aspect of your business operations from a single tool. Our visual workflow builder enables you to create workflows, build databases, automate tasks, and generate reports—all in just a few clicks.

  • Democratization of process automation efforts

    Creating visual workflows makes it easy for your team to stay aligned. If you’re working on complex projects and optimizing daily tasks, everyone will have a clear view of each step. This clarity boosts team productivity and ensures seamless collaboration.

  • More than your usual visual workflow builder

    It is designed for both business owners and developers. With no-code and low-code options, you can easily build and modify workflows to suit your needs. You don’t need technical expertise to manage complex workflows—we’ve made it simple and accessible.

  • Efficient process management

    With the visual workflow builder, managing complex processes becomes intuitive. Break down workflows into clear, actionable steps, automate where needed, and stay organized. This leads to more efficient operations and minimizes manual errors.

How to build visual workflows

Every workflow consists of three parts—an action, an event, and a trigger. Mapping your business requirements to these components is the most important step in creating workflows. Once the mapping is done, building workflows becomes a cakewalk.

Action

Any task that needs to be automated, like sending an email notification, an approval process, or a meeting.

Action

Event

Specifies the instance at which a task has to be carried out, like sending an email notification when a record is created.

Event

Trigger

The user input that initiates the workflow, like when a record is created upon form submission.

trigger

Zoho Creator, a visual workflow builder for every need

  • Forms
  • Schedules
  • Approvals
  • Payments
  • Custom Functions

Visual workflow builder for Forms

Forms are the basic structure for creating any application on our visual workflow builder. They let you create forms, import data, add fields, set triggers, and perform actions. In short, they help you make sense of your data; all visually.

Forms

Visual workflow builder for Schedules

As the name suggests, this allows you to create workflows for tasks that are constrained to different schedules, without any user input. You can set up a schedule to send anniversary wishes to employees, welcome emails to prospects, SMS notifications updating shipment details to customers, and more.

Schedules

Visual workflow builder for Approvals

This is a dedicated workflow builder for all approval requests, ranging from assignment submission to visa documentation. You can add single or multilevel approvals based on filters, and even add actions to be performed upon approvals or rejections.

Approvals

Visual workflow builder for Payments

All payment related workflows, like selling subscriptions, collecting registration fees, sending purchase orders, and more, can be created using this option. All you have to do is configure a payment gateway, and then create the payment workflow. And that's it, you're good to go with all your financial transactions.

Payments

Visual workflow builder for Custom Functions

For more complex workflows, you can use the functions feature—which lets you create functions and invoke them using Java or Deluge (our in-house scripting language) statements whenever required. This feature provides more customizability options for professional developers and businesses that require more complex applications.

Custom Functions
StoneTapert

One of my favorite Zoho features has got to be the ability to basically change anything I want, create anything I want on the fly. Its seamless. Its easy. Its efficient.

StoneTapert
Kumi Motors

Zoho Creator brings an integral solution to the company, and it is user-friendly regardless of each employee’s study level or computer skills.

Kumi Motors
Zyenac Solutions

We didn’t face great challenges in switching to Creator. Because, once built, it was child’s play for our teams to work on the Creator app. It gave us minimal scope for manual errors and greater accountability.

Zyenac Solutions
  • Marshall Sherrod, Benefits Consultant - StoneTapert
  • Eduardo Sebastian, Chief Developer - Kumi Motors
  • Gopi Krishna P Chartered Accountant - Zyenac Solutions

Data management

Easily build and manage your databases. Import data from Excel, migrate from MS Access, or use ready-to-go templates. Automate your data handling to save time and eliminate manual errors.

Learn more

Integrations

Connect with your favorite tools like CRMs, payment gateways, and APIs. Sync everything in just a few clicks and keep your workflows smooth without switching between apps.

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Legacy modernization

Modernize or migrate from your legacy systems with ease.

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Customized application development

Quickly build apps tailored to your business. Automate workflows, streamline operations, and cut down on development time—10x faster than traditional methods..

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Enterprise-grade security

Keep your data secure with end-to-end encryption and cloud backups. Focus on your business knowing your information is safe and easily recoverable.

Learn more

Prebuilt applications

Start fast with 60+ prebuilt apps. Customize templates for project management, CRM, and more. Automate tasks and get your business moving quicker.

Learn more

Automation made easy with a powerful visual workflow builder

Try for free

Frequently Asked Questions

What is a visual workflow?

A visual workflow is a setup that allows users to build every aspect of their workflow visually, using simple drag-and-drops and point-and-clicks.

What is a workflow builder?

A workflow builder is a visual tool that allows people to automate tasks by creating custom workflows. Workflow builders follow the WYSIWYG model, and makes it easy for anyone to automate tasks.

How can visual workflows help project managers improve the efficiency of business operations and time management?

In a business operation, visual workflows help project managers identify bottlenecks and remove them, ensuring a smoother flow of work. By mapping out each step visually, teams can instantly see where delays might occur and take action. This approach also helps businesses improve communication and easily track progress among the team.

How do I create a workflow system?

Although it depends on the use case, there are usually 5 to 6 steps involved. Here's what we recommend:

  • Recognize the repetitive tasks in your business.
  • Sketch the workflow of the processes and define the requirements.
  • Identify the action, event, and trigger.
  • Choose a workflow builder that suits your needs.
  • Start building your workflow.

Why choose Zoho Creator?

We've helped 22,000+ brands create bespoke workflows and improve their end-to-end operations across a variety of industries. With over 25 years of experience in catering to B2B organizations, we have the best tools in the trade to help you improve your business. You can get started with Creator by signing up here, or by visiting the sign up page.