Integrate Zoho CRM with Flowlu
Send information between Zoho CRM and Flowlu automatically, without writing any code, using Zoho Flow.
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Create an invoice in Flowlu for recently won deals in Zoho CRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in Flowlu each time a deal is closed in Zoho CRM.
How it works
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow creates a new invoice in Flowlu.
Create an invoice in Flowlu for recently won deals in Zoho CRM
Zoho CRM + Flowlu
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Supported triggers and actions
Integrate Zoho CRM and Flowlu using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New module
Triggers when a new module is created
New contact
Triggers when a new contact is created
New lead
Triggers when a new lead is created
Updated module entry
Triggers when an entry is updated in the selected module
Updated deal
Triggers when an existing deal is updated
User created or updated
Triggers when the details of an existing user are created or updated
Entry created or updated
Triggers when a record entry is created or updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New user
Triggers when a new user is created
New note
Triggers when a new note is added
Task created
Triggers when a new task is created
Project created
Triggers when a new project is created
Issue created
Triggers when a new issue is created
Sales opportunity created
Triggers when a new sales opportunity is created
Invoice paid
Triggers when an invoice payment is made
Account created
Triggers when a new account is created
All Actions - Actions are the automated tasks
Update module entry
Updates the specified module entry
Add tags
Adds tags to the specified record
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Convert lead to contact
Converts a lead to a contact
Add user
Adds a new user
Remove tags
Removes tags from the specified record
Add note
Adds a note to the selected module
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Raise signal
Raises a signal to Zoho CRM
Send email template
Sends an email to the specified users
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update related module entry
Relates an entry in this module with an entry in another module
Update user
Updates the details of an existing user based on user ID
Fetch email template
Fetches an email template by name
Fetch lead
Fetches a lead by email address or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch event
Fetches an event by its title or unique ID
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Fetch user
Fetches the details of an existing user by name or email address
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
Create task
Creates a new task
Create invoice
Creates a new invoice
Create account
Creates a new account
Create sales opportunity
Creates a new sales opportunity
Create project
Creates a new project
Update account
Updates the details of an existing account
Update task
Updates the details of an existing task
Update sales opportunity
Updates the details of an existing sales opportunity
Update project
Updates the details of an existing project
Fetch sales opportunity
Fetches the details of an existing opportunity by opportunity ID
Fetch task
Fetches the details of an existing task by task ID
Fetch account
Fetches the details of an existing account by account ID
Fetch project
Fetches the details of an existing project by project ID
What is Zoho CRM?
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.
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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
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
