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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
 
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
 
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
 
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.

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CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

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Service Plus
 
Finance Plus

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

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Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

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People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

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Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

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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.

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Marketplace
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Getting Started

  • What is Zoho Flow?

    Zoho Flow is an integration platform that lets you create customized workflows across cloud applications. You can connect your apps together to automate data transfer between them. To learn more, refer to our help documentation.

  • How do I create a Zoho account?

    Sign up for Zoho here using your email address. You can also access Zoho using your Google or LinkedIn account.

  • Do I need to create a separate account for Zoho Flow if I already have a Zoho account?

    No, you don't have to create a separate account for Zoho Flow if you already have a Zoho account. All you need to do is go to flow.zoho.com, create an organization, and start creating flows.

  • What should I do if I don't receive a verification email?

    You may have entered an incorrect email address, or the verification email might have been filtered into spam or trash. You can try checking all of the folders in your mail, in addition to verifying that you have entered the correct email address.

  • What apps can I connect on Zoho Flow?

    Zoho Flow supports a number of Zoho and third-party applications. You can view the entire list of apps here.

Flow and Functionality

  • What is a 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 in Zoho Desk, the flow can notify your team in Slack. Here, receiving the ticket is the trigger of this workflow, and sending a Slack message is an action.

  • Can I have multiple triggers and actions in my flow?

    A flow can have one trigger and multiple actions. The actions are independent of each other and will be executed sequentially.

  • What happens to my data if the flow is deleted?

    When a flow is deleted, the workflow stops, and no further updates will occur. However, data updated in the other apps when the flow was live will remain.

  • Can I sync data between two apps?

    Zoho Flow can't sync data between two apps. As an alternative, you can create two flows, one the reverse of another with filters. However, be cautious of creating a flow loop.

  • Can Zoho Flow execute workflows based on historical data in an app?

    No, past data cannot be used to trigger a workflow.

  • Is there a limit on the number of executions in Zoho Flow?

    Your executions will be limited by the number of tasks in your plan. Zoho Flow supports 300 executions per minute for an app trigger and 100 executions per minute for a webhook trigger. If you run out of tasks, your flows will be switched off. You can purchase an upgrade to resume your flows. Another reason that could affect your executions is the API limits of third-party apps. Unfortunately, Zoho Flow does not have any control over this.

  • How does a fetch action work if I enter multiple search inputs for the same action?

    A fetch action takes a search input and provides the details of the record associated with that input from an app's database. The logic used for fetching records using multiple inputs could vary between apps. For example, if you provide two unique fields as inputs, say Email address and Name, the search will try to find a record that matches both the Email address and the Name or a record that matches either the Email address or the Name. The best practice is to use as little unique field inputs as possible.

Apps and Connections

  • What is a trigger?

    A trigger is the event that initiates a flow's execution. There are six types of triggers:
     

    • App Trigger: Triggers when an event occurs in an app. For example, when you receive a support ticket in Zoho Desk, a message is sent to your team chat in Slack. Here, receiving the ticket is the triggering event.
    • Schedule Trigger: Triggers a one-time or recurring flow, on your customized schedule.
    • Webhook Trigger: Triggers when a data update is made in the application in which the webhook URL is configured
    • URL Trigger: Checks a URL periodically and triggers flows based on its response
    • RSS/Atom feed Trigger: Starts a workflow when new data is added to a specified RSS or Atom feed.
    • Email Trigger: Parses incoming emails to trigger a workflow.
  • What is an action?

    An action is a task executed by the workflow as a result of a trigger.
    ​For example, you might have a flow that sends a message to your team chat in Slack when a support ticket is received in Zoho Desk. Here, sending a Slack message is an action.

  • What do I do if I have reached the maximum limit for authtoken for a Zoho app?

    Go to your Zoho Accounts page and delete the unused authtokens for that specific app. You can now generate a new authtoken. Keep in mind that connections using the deleted authtokens will no longer be valid.

  • How can I add my app to Zoho Flow?

    Developing apps is done internally by our team for now. We need the following details to add your app to Zoho Flow:
     

    • Product name
    • Product logo (a square, transparent logo, at least 256*256px in size
    • Product description
    • REST API documentation
    • Authentication scheme
    • List of triggers and actions
    • Developer terms of service
    • Test account

    Write to us at support@zohoflow.com with these details, or if you have further questions.

  • Is there a limit on the number of connections I can create?

    There is no limit on the number of connections in an organization. You can create as many as you want.

Administration and Collaboration

  • Can I be a part of more than one Flow organization?

    Yes, you can create an organization of your own and also be a part of multiple other organizations owned by others.

  • How many members can I add to my organization?

    You can add as many members as you want to your organization. If you are a part of Zoho One, then your Zoho One limits will apply to Zoho Flow.

  • Can I exit an organization?

    Yes. In Manage Organizations, you will find the list of organizations you belong to. Click Leave Organization to exit.

  • Can I rename a Flow organization?

    You can rename an organization only if you are the owner or an admin. To rename, navigate to Settings > Organization Profile, edit the organization name, and click Save.

  • What do I do if my invitation to a Zoho Flow organization expires?

    Contact the admin or owner of the organization to receive your invitation again.

Data Privacy

  • Is my data safe?

    Yes, we adhere to a strict privacy policy when handling your data. You can choose to deny access to your data anytime.

  • Will you store my credentials/data?

    Your credentials will be encrypted and stored in our database, so you don't have to enter them each time. When you delete a connection, the credentials associated with it will be deleted from our database. However, this will not affect data updates made in the app or the history of flow executions when the connection was active.

  • Who can access the connections I've created in the Flow organization?

    The connections you create will be accessible to the owner and admins. You can share your connections in Settings > Connections to allow all members of your organization to access data in your account through Zoho Flow.

Account and Pricing

  • Is Zoho Flow a part of Zoho One?

    Yes, Zoho Flow is a part of Zoho One. You can view the plan details here.

  • What do I do if my tasks for the month are exhausted?

    You can purchase an add-on or upgrade your plan. Check our pricing page for more details.

  • Can I upgrade/downgrade my pricing plan?

    Yes. Zoho Flow is a pay-as-you-go service, so you can switch plans at any time. Log in to Zoho Flow, click on your profile icon in the top right corner of your Zoho Flow organization, then click the Upgrade or Subscription link adjacent to Plan Details to switch to a new plan.

  • How long are add-ons valid?

    Add-ons are valid only for the subscription cycle you purchase them in. Once your tasks are replenished in the next cycle, the add-ons become invalid. Note that the add-on you subscribed for will be replenished along with the tasks in the next cycle, until you opt out.

  • Can I purchase multiple add-ons in the same month?

    Multiple add-ons in the same category cannot be added together. You can only upgrade or downgrade to a different add-on. For example, if you upgrade to a 10000 task add-on after purchasing a 5000 task add-on, your total task add-on count will be 10000. Your payment will also be adjusted to reflect the price difference between the tasks that you've added.

  • I am a Zoho One user. Why do I get the message that my trial for Zoho Flow has expired?

    If you see this message, you may not have mapped the Flow organization with your Zoho One account. Learn how to do this.