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Create business workflows for HighLevel without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
Pipeline stage changed
Triggers when the stage of an existing pipeline is changed
Triggers when the details of an existing contact are updated
Contact tag added or removed
Triggers when contact tags are added or removed
Triggers when a new contact is created
Opportunity status changed
Triggers when the status of an opportunity is changed
All Actions - Actions are the automated tasks
Add lead to campaign
Adds a lead to an existing campaign
Creates a new contact
Creates a new user
Add workflow to contact
Adds a workflow to the specified contact
Add tag to contact
Adds a tag to the specified contact
Adds a new opportunity
Adds a new account to an existing agency
Adds a task to an existing account
Update custom value
Updates an existing custom value by its ID
Updates the details of an existing contact using ID
Loads a snapshot into an existing account
Updates the detaiols of an existing opportunity
Fetches the details of an existing contact
Remove tag from contact
Removes a tag from the specified contact
Stops campaigns for a particular lead
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.Learn more >
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.Learn more >
Write simple scripting functions to format data, call web APIs, send emails, and more.Learn more >
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Know more
We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.