Integrate Zoho Commerce with Forecast
Send information between Zoho Commerce and Forecast automatically, without writing any code, using Zoho Flow.
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Create a new task in Forecast when a order is created in Zoho Commerce
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in Forecast whenever an order is created in Zoho Commerce.
How it works
- The flow triggers when a new order is received in Zoho Commerce.
- Zoho Flow creates a new task in Forecast.
Create a new task in Forecast when a order is created in Zoho Commerce
Zoho Commerce + Forecast
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Supported triggers and actions
Integrate Zoho Commerce and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Confirmed order
Triggers when an order is confirmed
Product updated
Triggers when the details of an existing product are updated
Product created
Triggers when a new product is created
Canceled order
Triggers when an order is canceled
Delivered order
Triggers when an order is delivered
New order
Triggers when a new order is received
Declined order
Triggers when an order is declined
Shipped order
Triggers when an order is shipped
New person
Triggers when a new person is added
New milestone
Triggers when a new milestone is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
New task
Triggers when a new card is created in the selected project
New client
Triggers when a new client is created
New project
Triggers when a new project is created
New subtask
Triggers when a new subtask is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
All Actions - Actions are the automated tasks
Invite member to portal
Invites a member to the selected portal using email address
Create coupon
Creates a new coupon
Create variant
Creates a new variant for the specified product
Create product
Creates a new product
Mark order as void
Marks the status of the specified order as void
Mark order as shipped
Marks the status of the specified order as shipped
Update product
Updates the details of an existing product
Update variant
Updates the details of an existing variant
Mark order as delivered
Marks the status of the specified order as delivered
Mark order as confirmed
Marks the status of the specified order as confirmed
Fetch variant - By name
Fetches the details of an existing variant by name
Fetch product - By name
Fetches the details of an existing product by name
Fetch product - By ID
Fetches the details of an existing product by ID
Fetch variant - By ID
Fetches the details of an existing variant by ID
Fetch sales order
Fetches the details of an existing sales order
Fetch customer - By ID
Fetches the details of an existing customer by ID
Fetch customer - By email address
Fetches the details of an existing customer by email address
Fetch variant - By SKU
Fetches the details of an existing variant by SKU
Create subtask
Creates a new sub task/to-do
Create label
Creates a new label
Create task
Creates a new task
Create time registration
Creates a new time registration
Create client
Creates a new client
Add person
Adds a new person
Create milestone
Creates a new milestone in the selected project
Create project
Creates a new project
Create sprint
Creates a new sprint in the selected project
Fetch label
Fetches an existing label by name
What is Zoho Commerce?
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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 was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. 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
