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Zoho Expense Setup Guide for Indian Teams
Set up Zoho Expense for Indian teams: receipt OCR, expense policies, approval workflows, mileage rates,…
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Zoho Flow is a no-code integration platform that connects Zoho apps to each other and to 800+ third-party applications. For Indian businesses that need to automate workflows between CRM, WhatsApp, payment gateways, and accounting software, Zoho Flow builds these connections without writing code.
Zoho Flow works on triggers and actions. A trigger is an event in one app (new deal in Zoho CRM, payment received in Razorpay). An action is what happens in another app (create invoice in Zoho Books, send WhatsApp message). You chain triggers and actions into flows that run automatically.
Go to Zoho Flow, click Create Flow. Select the trigger app and event. Add one or more action steps. Map fields between the trigger and action (e.g., map the CRM deal amount to the Books invoice total). Test the flow and activate it. Most flows take 10 to 15 minutes to build.
Add conditions to flows: only create an invoice if the deal amount exceeds Rs. 10,000. Add delays: wait 3 days after deal closure before sending a feedback survey. Add branches: if the deal type is Product, create in Books; if Service, create in Projects.
Zoho CRM has its own workflow rules for internal CRM automations (field updates, email alerts, tasks). Use CRM workflows for CRM-only automations. Use Zoho Flow when the automation crosses app boundaries — CRM to Books, CRM to WhatsApp, or any third-party integration.
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