Zoho Flow Integration: The Best Way to Automate Your WordPress Workflow

Zoho Flow Integration: Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes.

Bit Form is a WordPress form builder plugin that can integrate with over 50+ popular platforms, including Zoho CRM, Zoho Sheet, Zoho Campaign, ActiveCampaign, Airtable, Agiled CRM, Dropbox, Copper CRM, Capsule CRM, HubSpot, Groundhogg, Google Drive, Google Sheet, Zoom, Zoho Recruit, Zoho Desk, Zoho Bigin, WooCommerce, WebHooks, Trello, Telegram, SendFox, Propovoice CRM, Moosend, and MailPoet. This can help you save time and effort, and improve your lead generation and customer management processes.

Zoho is one of the best and most used web applications for business. Zoho Flow integration on the form builder application is used to collect information or data from people or customers. The process starts by creating a new flow in Zoho flow, which will consist of different steps. Using this integration you can easily integrate with any web service out there. This documentation gives a quick overview of how to integrate Zoho flow with form builder.

Zoho Flow Integration Tutorial

Authorization of Zoho Flow Integration

To set up the Zoho Flow integration in Bit Form, simply go to the Bit Form plugin and open up the form you want to work on. Then, head to the form settings and look for the integrations section. Click on the plus icon to add a new integration, and search for Zoho Flow from the available options.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

To get your Zoho Flow Webhook, follow these steps:

• Log in to Zoho Flow: If you haven’t already, sign in to your Zoho Flow account using your email and password.
• Create a New Flow: Click the button to create a new flow. It might be labeled “New Flow” or have a plus sign icon.
• Flow Details: Provide a name for your flow, choose a folder to organize it (if applicable), and add a description to explain its purpose. Click “Create” to proceed.
• Trigger Selection: For “Choose what triggers the flow,” select “Webhook.” This will initiate the flow when a web request is sent to a specific URL.
• Payload Format: Choose “FORM DATA” as the format for the data received in the webhook call. JSON is a common format for structured data exchange.
• Copy Webhook URL: Zoho Flow will generate a unique URL specifically for your flow. Copy this URL as it will be used to trigger the flow from an external source.
• Test the Flow: Click “Next” to proceed to the action step of your flow. Before adding actions, you can optionally click “Test” to see if the webhook is set up correctly.

• Now go to the integrations page and paste your “Webhook URL” in to the “Link” Field.
• Select method type “POST”.
• Map your fields.
• Now click on “Test Webhook”.

• After receiving the confirmation “Test Webhook executed successfully“, navigate back to “Zoho Flow“.
• Verify if the data has been received in Zoho Flow.
• Once confirmed, click on “Done“.
• Proceed to search for your desired application where you wish to send the data. In this instance, let’s use “MailerLite“.
• Drag and drop the action corresponding to your app.
• If you haven’t already established a connection, you’ll need to create one. If a connection exists, select it.
• After establishing the connection, map the fields accordingly. Your form fields should be accessible under the webhook option.
• Once the mapping is complete, click on “Done“.
• Finally, activate the Flow by turning it on.

Please go back to the integrations page and click the Next button.

Zoho Flow Save Integration

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Configuring the conditional logic

Now, let’s set up some conditional logic to trigger the integration for the submitted data. To do this, head over to the conditional logic section. You have the option to create a new conditional logic or use an existing one. Make sure to set the Action behavior to “Always” and check the Integration under Additional Actions. Then, select your desired Integration, in this case, “Zoho Flow Web Hooks“. Once done, just click on Update.

Zoho Flow Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration. To see your response, just head over to the Response section in Bit Form, click on your record, and then scroll down. Below your Timeline, click on Show Integration Logs.