September 23, 2025
Frédérick Stankunas, Advisor Performance and Technology at NSI, shares the benefits of using Zoho Flow in this 3 blogs serie.
Tired of wasting time on the same repetitive tasks every week? Whether it’s sending follow-ups, copying data between tools, or notifying a teammate when a status changes, all of these can be automated. And the best part? You don’t need to be a developer to make it happen.
The Challenge: Automating Simple Tasks, Fast
Even small automations can make a big difference. Here are a few examples:
- A new contact is automatically created in Zoho CRM whenever someone fills out a form on your website.
- When a task is marked complete in Zoho Projects, a confirmation email is sent to the client.
- Once a quote is approved in Zoho Books, a new task is instantly added to your pipeline.
With Zoho Flow, these workflows come to life, no coding required.
The Solution: Zoho Flow, the Bridge Between
Your pps think of Zoho Flow as the conductor of your business processes. It listens for an event in one application (the trigger) and then performs one or more actions across other apps. Everything happens through a simple, drag-and-drop interface. Just choose your trigger, define the actions, and you’re done.
With Zoho Flow, you can easily build workflows like:
- Automatically creating a Zoho WorkDrive folder when a new client is added in Zoho CRM.
- Sending a customer satisfaction survey as soon as a ticket is closed in Zoho Desk.
- Generating an invoice in Zoho Books right after a document is signed in Zoho Sign.
Why It Matters, Even for Small Teams
- Save time instantly: replace manual clicks with automated flows.
- Never miss a step: critical actions no longer depend on memory.
- Stay flexible: view and adjust your automations visually, anytime.
Your Gateway to a Smarter Business
Zoho Flow doesn’t replace the tools you use — it makes them smarter.
It connects your apps, streamlines your processes, and helps you do more with less. It’s the perfect solution for anyone managing workflows who wants to scale efficiency without scaling effort.
Ready to start automating with Zoho Flow but not sure where to begin? We’ll help you identify your needs, map your processes, and create ready-to-use automations.
👉 Book a consultation today and discover what you can automate this week.
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