Simple, easy to setup and get started, but also more advanced when you ready.
Use Cases and Deployment Scope
We use it for "Medium" sized workflows where we need to set up the creation or update of records in other systems. In some flows, we touch as many as six applications and include up to 20 custom functions. We have automation that starts from our CRM and creates or updates accounts in our internal system after we sign up a customer. We also have a function that helps us enhance customer support by automatically billing for replacement parts, scheduling a support technician for onsite repair through Zoho FSM, and notifying our customers every step of the way. Notifications include ordering parts, technician being scheduled, arrival times, and completion.
Pros
- Lots of Pre-made integrations with existing Zoho and 3rd party apps.
- It is able to create custom functions where needed.
- History with the ability to rerun functions.
Cons
- Some history is missing, and not all error reporting is comprehensive enough on more complex functions.
- The ability to run tests on custom functions exists in other apps like CRM.
- Ability to create custom connections for OAuth like in the CRM application.
Return on Investment
- Quick and Easy to set up without the need for a Developer.
- Visibility into the history of flows and the ability to rerun is a big time saver.
Usability
Alternatives Considered
Zapier and Pipes
Other Software Used
Zoho Cliq, Zoho CRM, Zoho Desk
