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

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Connect Zoho ERP with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Zoho ERP workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Shipment order created

Triggers when a new shipment order is created

Beat action performed

Triggers when the selected action is performed on a beat

Transfer order action performed

Triggers when the selected action is performed on a transfer order

Vendor created

Triggers when a new vendor is created

Donation updated

Triggers when the details of an existing donation are updated

Transfer order created

Triggers when a new transfer order is created

Employee updated

Triggers when the details of an existing employee are updated

Coupon updated

Triggers when the details of an existing coupon are updated

Package updated

Triggers when the details of an existing package are updated

Vendor payment made

Triggers when a new vendor payment is made

Plan updated

Triggers when the details of an existing plan are updated

Item updated

Triggers when the details of an existing item are updated

Purchase order updated

Triggers when the details of an existing purchase order are updated

Employee advance action performed

Triggers when the selected action is performed on an employee advance

Bill updated

Triggers when the details of an existing bill are updated

Customer created

Triggers when a new customer is created

Time entry created

Triggers when a new time entry is created

Package created

Triggers when a new package is created

Coupon created

Triggers when a new coupon is created

Vendor payment updated

Triggers when the details of an existing vendor payment are updated

Project updated

Triggers when the details of an existing project are updated

Subscription created

Triggers when a new subscription is created

Vendor updated

Triggers when the details of an existing vendor are updated

Expense report action performed

Triggers when the selected action is performed on an expense report

Sales return updated

Triggers when the details of an existing sales return are updated

Quote updated

Triggers when the details of an existing quote are updated

Customer updated

Triggers when the details of an existing customer are updated

Bill action performed

Triggers when the selected action is performed on a bill

Purchase receive created

Triggers when a new purchase receive is created

Sales order created

Triggers when a new sales order is created

Journal created

Triggers when a new journal is created

Project created

Triggers when a new project is created

Sales order updated

Triggers when the details of a sales order are updated

Plan created

Triggers when a new plan is created

Donation added

Triggers when a new donation is added

Bill created

Triggers when a new bill is created

Purchase receive action performed

Triggers when the selected action is performed on a purchase receive

Employee created

Triggers when a new employee is created

Sales return action performed

Triggers when the selected action is performed on a sales return

Trip action performed

Triggers when the selected action is performed on a trip

Quote action performed

Triggers when the selected action is performed on a quote

Item created

Triggers when a item is created

Quote created

Triggers when a new quote is created

Transfer order updated

Triggers when the details of an existing transfer order are updated

Sales order action performed

Triggers when the selected action is performed on a sales order

Inventory adjustment action performed

Triggers when the selected action is performed on an inventory adjustment

Addon updated

Triggers when the details of an existing addon are updated

Invoice action performed

Triggers when the selected action is performed on an invoice

Time entry updated

Triggers when the details of an existing time entry are updated

Inventory adjustment updated

Triggers when the details of an existing adjustment are udpated

Picklist updated

Triggers when the details of an existing picklist are updated

Customer payment updated

Triggers when the details of an existing customer payment are updated

Route action performed

Triggers when the selected action is performed on a route

Shipment order updated

Triggers when the details of an existing shipment order are updated

Invoice updated

Triggers when the details of an existing invoice are updated

Invoice created

Triggers when a new invoice is created

Expense updated

Triggers when the details of an expense are updated

Customer payment received

Triggers when a new customer payment is received

Addon created

Triggers when a new addon is created

Inventory adjustment made

Triggers when a new inventory adjustment is made

Subscription updated

Triggers when the details of an existing subscription are updated

Expense created

Triggers when a new expense is created

Journal updated

Triggers when the details of an existing journal are updated

Purchase order action performed

Triggers when the selected action is performed on a purchase order

Sales return created

Triggers when a new sales return is created

Purchase receive updated

Triggers when the details of an existing purchase receive are updated

Picklist created

Triggers when a new picklist is created

Purchase order created

Triggers when a new purchase order is created

All Actions - Actions are the automated tasks

Create sales return

Creates a new sales return

Create expense

Creates a new expense

Create quote

Creates a new quote

Create bill

Creates a new bill

Create item

Creates a new item

Create task in project

Creates a new task in the specified project

Create transfer order

Creates a new transfer order

Create subscription

Creates a new subscription

Create purchase receive

Creates a new purchase receive

Send quote

Sends an existing quote to the specified recipients

Assign user to project

Assigns the specified user to an existing project

Send purchase order

Sends an existing purchase order by email

Create time entry

Creates a new time sheet entry

Record vendor payment

Records the details of a vendor payment

Create trip

Creates a new trip

Create plan

Creates a new plan

Create package

Creates a new package

Create customer

Creates a new customer

Create addon

Creates a new addon

Create vendor

Creates a new vendor

Mark transfer order as received

Marks the specified transfer order as received

Create invoice

Creates a new invoice

Create journal

Creates a new journal

Create purchase order

Creates a new purchase order

Send invoice

Sends an existing invoice by email

Create shipment order

Creates a new shipment order

Create expense report

Creates a new expense report

Create coupon

Creates a new coupon

Record customer payment

Records the details of a customer payment

Create project

Creates a new project

Add user

Adds a new user

Send sales order

Sends an existing sales order by email

Invite user to project

Invites a new user to the selected project

Mark shipment as delivered

Marks the specified shipment as delivered

Create inventory adjustment

Creates a new inventory adjustment

Create contact person

Creates a new contact person

Add address

Adds an address to a customer or vendor contact

Create employee

Creates a new employee

Create sales order

Creates a new sales order

Update quote

Updates the details of an existing quote

Update customer

Updates the details of an existing customer

Update contact person

Updates the details of an existing contact person

Update addon

Updates the details of an existing addon

Update user

Updates the details of an existing user

Update sales order

Updates the details of an existing sales order

Update item

Updates the details of an existing item

Update purchase order

Updates the details of an existing purchase order

Update inventory adjustment

Updates the details of an existing inventory adjustment

Update address

Updates the details of an existing address

Update plan

Updates the details of an existing plan

Update invoice

Updates the details of an existing invoice

Update journal

Updates the details of an existing journal

Update bill

Updates the details of an existing bill

Update vendor

Updates the details of an existing vendor

Update employee

Update the details of an existing employee

Update project

Updates the details of an existing project details

Update expense

Updates the details of an existing expense

Fetch item

Fetches the details of an existing item

Fetch customer

Fetches the details of an existing customer

Fetch contact person

Fetches the details of an existing contact person

Fetch invoice

Fetches the details of an existing invoice

Fetch purchase order

Fetches the details of an existing purchase order

Fetch vendor payment

Fetches the details of an existing vendor payment

Fetch employee

Fetches the details of an existing employee

Fetch sales order

Fetches the details of an existing sales order

Fetch inventory adjustment

Fetches the details of an existing inventory adjustment

Fetch coupon

Fetches the details of an existing coupon

Fetch expense

Fetches the details of an existing expense

Fetch subscription

Fetches the details of an existing subscription

Fetch plan

Fetches the details of an existing plan

Fetch journal

Fetches the details of an existing journal

Fetch project

Fetches the details of an existing project

Fetch expense report

Fetches the details of an existing expense report

Fetch sales return

Fetches the details of an existing sales return

Fetch transfer order

Fetches the details of an existing transfer order

Fetch customer payment

Fetches the details of an existing customer payment

Fetch purchase receive

Fetches the details of an existing purchase receive

Fetch user

Fetches the details of an existing user

Fetch package

Fetches the details of an existing package details

Fetch bill

Fetches the details of an existing bill

Fetch quote

Fetches the details of an existing quote

Fetch addon

Fetches the details of an existing addon

Fetch trip

Fetches the details of an existing trip

Fetch shipment order

Fetches the details of an existing shipment order

Fetch vendor

Fetches the details of an existing vendor

What is Zoho ERP?

Zoho ERP is a unified platform that integrates finance, supply chain, manufacturing, retail, and HR operations for businesses.

Build 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 >

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

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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