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

Popular Trengo workflows

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Send emails in Trengo when orders are shipped in BillBee


Reduce the anxiety of your customers by promptly sharing the details of their order. This flow will send an email via Trengo when a order is shipped in BillBee.

How it works
1) An order is shipped in BillBee.
2) Zoho Flow sends an email via Trengo.
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Send emails in Trengo when orders are shipped in BillBee

Billbee + Trengo

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Send Cliniko invoice details in Trengo emails.


Sending invoices via email is a highly mundane task. So let automation handle it, while you attend to tasks that require your attention. This flow will send an email with a detailed invoice via Trengo when an invoice is generated in Cliniko.

How it works

1) A new invoice is generated in Cliniko.
2) Zoho Flow will send an email with the invoice via Trengo.
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Send Cliniko invoice details in Trengo emails.

Cliniko + Trengo

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Create tasks in Roll when tickets are assigned in Trengo


Tracking and recording the progress of a task or ticket shouldn't be a daunting task. Automate the process of gaining complete visibility of a ticket. This flow will create a new task in Roll when a ticket is assigned to an agent in Trengo.

How it works
1) A new ticket is assigned to an agent in Trengo.
2) Zoho Flow creates a new task in Roll.
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Create tasks in Roll when tickets are assigned in Trengo

Trengo + Roll

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Send emails in Trengo for new email tasks in Yanado


When multiple teams and their members are involved in a project, communication can easily break down! Communicating uniformly, and in a systematic way, will result in greater team work efficiency. This flow will send an email via Trengo when a new task is created in Yanado.


How it works
1) A new task is created in Yanado.
2) Zoho Flow sends an email via Trengo.
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Send emails in Trengo for new email tasks in Yanado

Yanado + Trengo

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Send mail in Trengo when an order is completed in Neto


Streamlining communication will not only help with timely updates, but also in planning for growth. Automate communication between your warehouse, sales reps and wholesaler/distributor, by leveraging the power of Neto. This flow will send an email via Trengo when a new order is completed in Neto.

How it works
1) A new order is completed in Neto.
2) Zoho Flow sends an email via Trengo.
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Send mail in Trengo when an order is completed in Neto

Maropost Commerce Cloud (formerly Neto) + Trengo

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Create contacts in Trengo for new companies in Roll


Let your teams and their members access important customer details on one platform, rather than having to search through multiple apps for it. This flow will create a contact in Trengo when a new company is created in Roll.


How it works
1) A new company is created in Roll.
2) Zoho Flow creates a new contact in Trengo.
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Create contacts in Trengo for new companies in Roll

Roll + Trengo

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Outbound message sent

Triggers when a new outbound message is sent

Inbound message received

Triggers when a new inbound message is received

Ticket reopened

Triggers when an existing ticket is reopened

Note created

Triggers when a new internal message is created

Ticket closed

Triggers when an existing ticket is closed

Ticket assigned

Triggers when an existing ticket is assigned to an agent

Ticket label added

Triggers when a new label is added to an existing ticket

All Actions - Actions are the automated tasks

Assign label for ticket

Assigns the specified label for an existing ticket

Create ticket

Creates a new ticket

Create profile

Creates a new profile

Send ticket message

Sends a ticket message

Send email

Sends an email to the specified email address

Create contact

Creates a new contact

Update profile

Updates the details of an existing profile by ID

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact using ID, name, phone number, or email address.

Fetch ticket

Fetches the details of an existing ticket by ID

Update ticket custom field

Updates the details of an existing ticket custom field

Fetch contact by ID

Fetches the details of an existing contact using contact ID

Update contact custom field

Updates the details of an existing contact custom field

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What is Trengo?

Trengo is an integrated inbox application that integrates all your communication channels into a single inbox. It helps you collaborate with your team, automate conversations and deliver amazing customer experiences.

Customer Support

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Know more

Owain ap Rees

Sales Director, Artico

First and the foremost benefit is that Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Know more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Know more

Toto

Technical Engineer, Master Liveaboards

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