Integrate Flowlu with Forecast

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

Explore prebuilt integration flows to get started

[esc]

Set up a new task in Forecast whenever a new task is initiated in Flowlu

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Forecast every time a new task is added 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 Forecast.
+

Set up a new task in Forecast whenever a new task is initiated in Flowlu

Flowlu + Forecast

[esc]

Create a new project in Forecast whenever a new project is created in Flowlu

Reduce discrepancies between business management suite and project management platform by auto-syncing project details. This flow will generate a new project in Forecast whenever a new project is created in Flowlu.

How it works
  1. The flow triggers when a new project is created in Flowlu.
  2. Zoho Flow creates a new project in Forecast.
+

Create a new project in Forecast whenever a new project is created in Flowlu

Flowlu + Forecast

Build your own integrations between Flowlu and Forecast

Connect Flowlu and Forecast with over 650+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Flowlu and Forecast using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Sales opportunity created

Triggers when a new sales opportunity is created

Issue created

Triggers when a new issue is created

New sprint

Triggers when a new sprint is created in the selected project

New milestone

Triggers when a new milestone is created in the selected project

New client

Triggers when a new client is created

New task

Triggers when a new card is created in the selected project

New subtask

Triggers when a new subtask is created in the selected project

New project

Triggers when a new project is created

New person

Triggers when a new person is added

New time entry

Triggers when a new time entry is created in the selected project

All Actions - Actions are the automated tasks

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

Create account

Creates a new account

Update task

Updates the details of an existing task

Update account

Updates the details of an existing account

Update project

Updates the details of an existing project

Update sales opportunity

Updates the details of an existing sales opportunity

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

Fetch sales opportunity

Fetches the details of an existing opportunity by opportunity ID

Create sprint

Creates a new sprint in the selected project

Create milestone

Creates a new milestone in the selected project

Create label

Creates a new label

Create project

Creates a new project

Create time registration

Creates a new time registration

Create client

Creates a new client

Create task

Creates a new task

Create subtask

Creates a new sub task/to-do

Add person

Adds a new person

Fetch label

Fetches an existing label by name

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 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.

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.

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 >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back 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

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY