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Create business workflows for Salesforce without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.
Popular Salesforce workflows


Update opportunity details in Salesforce when the details of a deal are updated in Bigin.
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Update opportunity details in Salesforce when the details of a deal are updated in Bigin.
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Create a new product in Bigin when a new product is added in Salesforce.
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Create a new product in Bigin when a new product is added in Salesforce.
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Send emails to new Salesforce leads
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Send emails to new Salesforce leads
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Create SmartSurvey contacts from new Salesforce contacts
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Create SmartSurvey contacts from new Salesforce contacts
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow

Contact created
Triggers when a new contact is created

Event updated
Triggers when an event is updated

Account created
Triggers when a new account is created

Campaign added
Triggers when a new campaign is added

Task created
Triggers when a new task is created

Order created
Triggers when a new order is created

Account updated
Triggers when an account is updated

Module entry updated
Triggers when a record is updated in the selected module

Product updated
Triggers when an product is updated

Solution updated
Triggers when an solution is updated

Lead created
Triggers when a new lead is created

Opportunity added
Triggers when a new opportunity is added

Note created
Triggers when a new note is created

Case updated
Triggers when a case is updated

Task updated
Triggers when a task is updated

Note updated
Triggers when a note is updated

Solution added
Triggers when a new solution is added

Module entry added
Trigger when a new entry is added to the selected module

Lead updated
Triggers when a lead is updated

Case created
Triggers when a new case is created

Product added
Triggers when a new product is added

Order updated
Triggers when an order is updated

Contact updated
Triggers when a contact is updated

Campaign updated
Triggers when a new campaign is updated

Event created
Triggers when a new event is created

Opportunity updated
Triggers when an opportunity is updated
All Actions - Actions are the automated tasks

Create product
Creates a new product

Create task
Creates a new task

Create order
Creates a new order

Create lead
Creates a new lead

Create event
Creates a new event

Create case
Creates a new case

Create campaign
Creates a new campaign

Create account
Creates a new account

Create note
Creates a new note

Create contact
Creates a new contact

Create solution
Creates a new solution

Create custom module entry
Creates a new entry in the selected module

Create opportunity
Creates a new opportunity

Update lead
Updates the details of an existing lead

Update note
Updates the details of an existing note

Update order
Updates the details of an existing order

Update event
Updates the details of an existing event

Update solution
Updates the details of an existing solution

Update opportunity
Updates the details of an existing opportunity

Update contact
Updates the details of an existing contact

Update product
Updates the details of an existing product

Update custom module entry
Updates the details of entry in the selected module

Update task
Updates the details of an existing task

Update campaign
Updates the details of an existing campaign

Update case
Updates the details of an existing case

Update account
Updates the details of an existing account

Fetch account
Fetches the details of an existing account by name or ID

Fetch opportunity
Fetches the details of an existing opportunity by name or ID

Fetch solution
Fetches the details of an existing solution by name or ID

Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID

Fetch contract
Fetches the details of an existing contract by number or ID

Fetch event
Fetches the details of an existing event by subject or ID

Fetch user
Fetches the details of an existing user by email, name or ID

Fetch contact
Fetches the details of an existing contact by name or email address or ID

Fetch module entry
Fetches the details of a module record entry based on the specified value

Fetch company
Fetches the details of an existing D&B company by name or ID

Fetch note
Fetches the details of an existing note by title or ID

Fetch asset
Fetches the details of an existing asset by name or ID

Fetch campaign
Fetches the details of an existing campaign by name or ID

Fetch case
Fetches the details of an existing case by subject or ID

Fetch order
Fetches the details of an existing order by number or ID

Fetch group
Fetches the details of an existing group by name or ID

Fetch lead
Fetches the details of an existing lead by name or ID

Fetch product
Fetches the details of an existing product by name or ID
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Bulid comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >