Integrate Flowlu with Yodiz

Send information between Flowlu and Yodiz automatically, without writing any code, using Zoho Flow.

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Set up tasks in Yodiz when new tasks are initiated in Flowlu

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in Yodiz when a new task is created in Flowlu.

How it works
  1. The flow triggers when a new task is created in Flowlu.
  2. Zoho Flow creates a new task in the selected user story in Yodiz.
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Set up tasks in Yodiz when new tasks are initiated in Flowlu

Flowlu + Yodiz

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Supported triggers and actions

Integrate Flowlu and Yodiz using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Sales opportunity created

Triggers when a new sales opportunity is created

Issue created

Triggers when a new issue is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Account created

Triggers when a new account is created

Invoice paid

Triggers when an invoice payment is made

User story created

Triggers when a new user story is created

Epic created

Triggers when a new epic is created

Task created

Triggers when a new task is created in a user story

Issue created

Triggers when a new issue is created

All Actions - Actions are the automated tasks

Create account

Creates a new account

Create sales opportunity

Creates a new sales opportunity

Create task

Creates a new task

Create invoice

Creates a new invoice

Create project

Creates a new project

Update project

Updates the details of an existing project

Update sales opportunity

Updates the details of an existing sales opportunity

Update task

Updates the details of an existing task

Update account

Updates the details of an existing account

Fetch sales opportunity

Fetches the details of an existing opportunity by opportunity ID

Fetch project

Fetches the details of an existing project by project ID

Fetch account

Fetches the details of an existing account by account ID

Fetch task

Fetches the details of an existing task by task ID

Create epic

Creates a new epic

Create user story

Creates a new user story

Update user story

Updates the details of an existing user story

Update issue

Updates the details of an existing issue

Create task

Creates a new task in the selected user story

Update epic

Updates the details of an existing epic

Create issue

Creates a new issue

Update task

Updates the details of an existing task

What is Flowlu?

Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, and more.

Accounting CRM

What is Yodiz?

Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.

Project Management

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.

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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. Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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.

Neville Mader

Director, Perth Security Services

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