What is Zoho Flow: A Quick Overview

Zoho Flow is Zoho’s integration platform for connecting cloud apps such as Zoho CRM, Trello, Slack and Gmail so they can exchange information automatically. This overview covers the key terms and navigation you need to get started with Zoho Flow.

What Zoho Flow does

Zoho Flow links the apps a business already uses so that data moves between them without manual re-entry. A flow watches for an event in one app and then carries out one or more tasks in another, for example updating a CRM record when a form is submitted or posting a message to Slack when a deal is won.

Key terms to know

• Flow: the complete automated workflow you build, made up of a trigger and one or more actions.
• Trigger: the event that starts a flow, such as a new form entry or a scheduled time.
• Action: a task the flow carries out after the trigger, such as updating a record, sending an email or adding a delay.
• Connection: the authorised link between Zoho Flow and an external app, such as a Trello or Gmail account.

Where to find things in Zoho Flow

• My Flows: lists all the flows in your organisation, where you can turn them on or off, duplicate, edit or delete them.
• Builder: the screen where you design a flow by adding triggers, actions and logic.
• Summary: an overview of a single flow, including its execution details and settings.
• History: a record of every execution of a flow, which you can filter by date to troubleshoot failures.
• Dashboard: a view of automation activity across your whole organisation, including how many flows are live, paused or in draft.
• Settings: where organisation details, connections and member roles and permissions are managed.

Tips for getting started

• Start with a simple flow, such as sending form entries to your CRM, before building more complex automations.
• Use the History tab regularly to check that flows are running as expected.
• Review Settings to make sure the right people have access to build and manage flows.