Most seasoned Zoho app users are familiar with automation functionalities within the Zoho app they are using. In fact, most apps you use from any vendor allow some form of automation within their feature set. Zoho Flow extends on those internal automation functionalities and allows you to create automations between Zoho apps and also between Zoho and 3rd party apps. Yes, it is a tool similar to Zapier. Currently, you can choose from over 200 different apps in Zoho Flow and create automations between them. Zoho is investing heavily in creating new automations and you can check the ever-growing list of available apps and automations here.
So how does Zoho Flow work? What knowledge is needed to use it? How is it priced?
Let us help you answer these questions.
Drag ‘n’ drop Builder
Choosing available automations and building them doesn’t require coding knowledge. Available automations are listed on the left-hand side of the builder and can be easily dragged and dropped into the canvas. Below is a simple automation example for a new ticket to be created in Zoho Desk every time a new lead is created (or updated) in Zoho CRM.
A more complex example below shows a great way of automating fast responses to support requests from your most valued customers. This flow activates when a new ticket is created in Zoho Desk. After that it checks your CRM to see if the project related to the ticket is over 10,000 GBP in value. If this condition is true then the ticket information is fetched from Zoho Desk and sent to the Slack channel of your support team with a message that the response should be prioritized.
Built-in automations are great but might not fit the specific automation need you have. This is where custom functions come into play. To use this functionality coding knowledge in Deluge (Zoho’s coding language) is required. At Target Cloud we have knowledge of Deluge and have use it in Zoho Flow and other Zoho apps. If the built-in automations don’t provide what you need feel free to reach out us for help.
Setting up automations can get complicated if you are using multiple steps in your flow to integrate multiple apps. History is great for both testing before deployment and troubleshooting afterwards. Every step of the flow is displayed along with success or error messages. This allows Flow users to pinpoint issues and sort them out.
There might be more than one Flow user in your organization for many different reasons. The person who creates can also invite colleagues to modify it. Another great feature is the copy functionality. Once you set up a flow and have a need to create a similar one with some adjustments there is no need to start building it from scratch. You can duplicate the same flow and adjust it as needed.
To Zapier of To Zoho Flow? That is the question. Or is it?
Being a user of Zapier and Flow is not mutually exclusive. Zapier is probably the best and definitely the most popular automation tool in the market. We are still using Zapier with many of our clients to create automations between Zoho and 3rd party apps. Zapier has been around much longer than Zoho Flow, it isn’t going to disappear and currently has many more integrations built-in. However, Zoho has added a strong automation solution to its portfolio and Zoho users can benefit from it right now.
Like many other software-as-a-service applications out there you can choose from three different pricing tiers.
The first one is free and allows you to build up to 5 flows. Second tier allows you to use custom functions (describe above) and build up to 20 flows. Third tier gives you access to Premium apps and up to 50 flows. Additional flows can be purchased as needed for all tiers.
If you are a Zoho One user then Zoho Flow is a part of your subscription package and you can start using Flow immediately. Up to 50 flows can be created and additional flows can be purchased as needed.
So the real question is, what are you waiting for? Let us help you automate tasks or improve your existing automations by utilizing Zoho Flow. Automation is a great time saver and makes sure you don’t make those human mistakes when doing repetitive tasks. We would be glad to discuss the potential scenarios for automating your processes.