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Zoho Flow

By Zoho Flow

Description

Zoho Flow helps you integrate your favorite WordPress plugins with hundreds of popular business apps like Zoho CRM, Mailchimp, HubSpot, and Eventbrite. Save hours of time at work by automatically syncing data between the plugins and the apps you use.

Build your integrations (called flows) in minutes, without writing any complex code. Even set up multi-step flows with custom rules that let you exchange information between multiple apps at the same time.

Automated workflows for your WordPress plugins

Here are some of the useful workflows you can create for your WordPress plugins using Zoho Flow:

  • Push your leads from your favorite form plugins such as Ninja Forms, WPForms, or Contact Form 7 to apps like Zoho CRM, Salesforce, and Mailchimp.
  • Instantly move feedback responses for your forms to your favorite customer support software like Zoho Desk or Zendesk.
  • Create invoices in Zoho Books, Quickbooks, Stripe, and more for new Woocommerce orders.
  • Collect new visitor data through your favourite plugin and add them to email marketing apps like Zoho Campaigns, Mailchimp, ActiveCampaign, and GetResponse.

POWERFUL TOOLS TO HELP YOU TAILOR DETAILED WORKFLOWS

  • Intuitive drag & drop flow builder
  • App, webhook, and schedule triggers
  • Contextual workflows with conditional logic, delay, and custom functions
  • Deeper analytics with dashboards and flow histories
  • Team collaboration with Zoho Flow organization
  • Better error handling with error branching and auto & manual reruns

INTEGRATE THESE PLUGINS WITH 700+ APPS

With the Zoho Flow plugin installed in your WordPress account, you can integrate these WordPress plugins and applications with hundreds of other apps.

WordPress.org

Connect WordPress.org to Zoho Flow to automatically post your new WordPress posts on your social media handles such as Twitter, get notifications in your team chat for new posts, and create posts for new events scheduled in your event management app.

Connect WordPress.org to Zoho Flow

Contact Form 7

Create forms in Contact Form 7 to collect contacts, feedback, or orders. Then integrate Contact Form 7 with other apps using Zoho Flow to store, share, and analyze your form submissions automatically.

Connect Contact Form 7 to Zoho Flow

WPForms

Utilize WPForms’s drag-and-drop form builder to create customizable forms for subscriptions, payments, and lead generation. Connect it to Zoho Flow to automatically add your subscriber information to your email marketing platform, add your payment data as new rows in your spreadsheet, and much more.

Connect WPForms to Zoho Flow

Ninja Forms

Ninja Forms is a beginner-friendly form builder plugin that also provides conditional logic, multistep forms, and file uploads. Integrate Ninja Forms with your favorite apps to get instant notifications in your team chat app, create tasks in your project management application, or add leads to your CRM for new form submissions.

Connect Ninja Forms to Zoho Flow

Formidable Forms

Build a simple contact form or complex multipage form with conditional logic, calculations, file uploads, and more, using Formidable Forms. You can then integrate it with other apps to automatically upload the forms to your team’s cloud drive, send new submissions to your team’s chat channel, or add contacts to your CRM.

Connect Formidable Forms to Zoho Flow

Everest Forms

Everest Forms is a drag-and-drop form builder plugin that’s lightweight, fast, and mobile responsive. Automatically create calendar events from new form submissions, add subscribers to your mailing list, create tickets for complaints received, and more, using Zoho Flow.

Connect Everest Forms to Zoho Flow

Ultimate Member

Ultimate Member’s WordPress plugin makes it a breeze for users to sign up and become members of your website. Easily manage your forms by automating follow-ups for form submissions, contact management, cloud storage, and more, using Zoho Flow.

Connect UltimateMember to Zoho Flow

DigiMember

This easy-to-use membership plugin for WordPress lets you build your own automated membership site. Let Zoho Flow automatically add new orders to your spreadsheet, notify you by chat when a new order is made, create new orders from emails received, and more.

Connect DigiMember to Zoho Flow

Elementor

Elementor’s intuitive website builder and 100+ predesigned templates and blocks make it easy to build great websites. Integrate it with your favorite apps, and you can automatically send, store, and analyze form responses, contacts, and feedback.

Connect Elementor to Zoho Flow

LearnDash

LearnDash helps you better sell your online courses by providing multiple pricing models, payment gateways, and automatic renewal notifications. Use Zoho Flow to automatically add new users enrolled in your course to your CRM, send customized emails to users who’ve completed quizzes, add users to a specific group, and more.

Connect LearnDash to Zoho Flow

PlanSo Forms

PlanSo Forms’s intuitive and user-friendly interface, added with features like auto-responder emails and integrated spam protection, makes it easy to build amazing forms for your WordPress site. Manage form submissions and analyze data efficiently by automatically moving data between your apps using Zoho Flow.

Connect PlanSo Forms to Zoho Flow

Simple Membership

Simple Membership is a flexible, well-supported, and easy-to-use WordPress membership plugin for offering free and premium content from your WordPress site. With various membership access levels, you can also selectively protect the articles, posts, and pages on your site.

Connect Simple Membership to Zoho Flow

Advanced Custom Fields

Advanced Custom Fields (ACF) is a WordPress plugin that allows you to add extra content fields to your WordPress sites. Allow Zoho Flow to automatically send notifications, add lead data in your CRM, or save website form submissions when values are entered into your ACF custom fields.

Connect Advanced Custom Fields to Zoho Flow

Popular apps supported in Zoho Flow

  1. CRM
    • Zoho CRM
    • Salesforce
    • Hubspot CRM
  2. Campaign and Marketing automation
    • Zoho Campaigns
    • Mailchimp
  3. Customer Support
    • Zoho Desk
    • Zendesk
  4. Event Management
    • Eventbrite
    • Zoho Backstage
  5. Accounting and Finance
    • Zoho Books
    • Quickbooks
    • Zoho Inventory
  6. Video Conferencing
    • GoToMeeting
    • GoToWebinar

Check out our collection of 700+ apps spanning over 60 business categories.

Screenshots

  • View all your workflows across apps and plugins from a single place.
  • The drag and drop builder lets you create your workflows with ease and plan automations centrally.
  • View the entire workflow in a centralized builder and adapt quickly as your process evolves.
  • Analyze the performance of individual flows effortlessly in the flow summary.
  • Know how your flows are running, track the progress of each task in detail.
  • Get complete visibility of all your processes and metrics that help you decide when to update your flows.

Installation

Minimum Requirements

  • WordPress 4.4 or greater
  • PHP version 5.2.2 or greater

We recommend the following configuration:

  • PHP version 7.0 or greater
  • MySQL version 5.6 or greater

Steps

  1. Use the WordPress built-in Plugin installer, or extract the contents into the wp-content/plugins/ directory of your WordPress installation.
  2. Activate the plugin from the ‘Plugins’ menu in WordPress.
  3. Click Zoho Flow.
  4. Click the plugin which you want to integrate.
  5. Create an API key.
  6. Create a flow in Zoho Flow. Configure trigger/action for the above plugin app.
  7. Use this API key when you create a connection.

FAQ

What is Zoho Flow?

Zoho Flow is an integration platform that helps you connect multiple applications as well as WordPress plugins using its low code builder.

What is a flow?

A flow is a workflow created to link different cloud applications together to automate data transfer. An event triggers the flow and causes actions in other apps. A flow can have one trigger and multiple actions.

Do I need to create a separate account for Zoho Flow if I already have a Zoho account?

No, you don’t have to create a separate account for Zoho Flow if you already have a Zoho account. However, you should be on a Zoho Flow plan (either as part of a Zoho suite or separate) for your flows to work. Then, all you need to do is go to flow.zoho.com, create an organization, and start creating flows.

What should I do if I do not see the plugin I want to integrate?

Visit Zoho Flow Gallery to explore supported WordPress plugins and raise a request if you don’t see the desired plugin.

Is this a paid plugin?

The Zoho Flow plugin in WordPress is free, however, you will need to have a Zoho account and should be on a Zoho Flow plan to use the platform. Check Zoho Flow pricing here.

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Contributors & Developers

“Zoho Flow” is open source software. The following people have contributed to this plugin.

Contributors

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Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

Changelog

1.0

Initial release. Supports integration for the following plugins

  1. Contact Form 7 — New form entry trigger
  2. WPForms — New form entry trigger
  3. Ninja Forms — New form entry trigger
  4. Formidable Forms — New form entry trigger
  5. Everest Forms — New form entry trigger

1.0.1

Supporting the below new plugins and functionalities

  1. WordPress.org — Core functionality of WordPress such as comments, users, posts
  2. Ultimate Member — User profile & membership

1.0.2

Fix — js error when removing API key

1.0.3

Supporting the below new plugins and functionalities

  1. DigiMember — Products and orders

1.0.4

Fix — WordPress Org trigger issue

1.1.0

Suppoting the below new plugin and functionalities

  1. Elementor — New Form entry trigger

1.1.1

Suppoting the below new plugin and functionalities

  1. Ultimate member — New form trigger
  2. WordPress Org — User action

1.1.2

Fix — WPForms first, middle, last name added separately in payload

1.1.3

Fix — WordPress.org update meta data issue fix.

1.1.4

Fix — Bugs fixed in WordPress.org

1.1.5

Fix — WordPress.org bug fix updated

1.1.6

Fix — Everest forms webhook register issue fix

1.2.0

Suppoting the below new plugin and functionalities

  1. LearnDash — Courses and Quizzes

1.2.1

Fix — LearnDash not properly loading

1.3.0

Supporting the below new plugin and functionalities

  1. PlanSo Forms — New Form entry trigger
  2. Fix — WordPress.org multiple user created trigger issue resolved

1.3.1

Fix — WordPress.org — Call to undefined method issue resolved.

1.3.2

Fix — Deployment fix

1.3.3

Fix — php error while using WordPress CLI

1.4.0

  1. Simple Membership — Members and Memberships
  2. Advanced Custom Fields — Field Groups and Fields
  3. WordPress.org — Login hook added, Create post supports category and tags

1.4.1

Fix — Contact Form 7 — listing hidden fields

1.4.2

Fixes

  1. LearnDash — Added help for the ‘Course’ option in the ‘Course completed’ trigger.
  2. WordPress.org — Enabled more output fields in the ‘Fetch user’ action. Content updated in the ‘Update user metadata’ action.

1.4.3

Fixes

  1. WordPress.org — Added support for ‘Fetch post, Update post & Get Reset Password Link’.

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