Codeless builder

When an event occurs, and the configured rules are met, you can automate actions by creating a workflow using the Flow Builder.

  • Codeless builder
  • Builder controls
  • Trial run

Codeless builder

Codeless builder is a no-code workflow builder in Zoho SalesIQ that allows you to design and execute workflows without writing any code. It provides a visual interface where you can use different cards to define actions such as adding tags, creating leads, contacts, or tickets, sending emails, and more.

If you’ve used the codeless bot builder, the experience is similar. Codeless builder follows the same drag-and-drop approach for constructing workflows. 

Card types

To simplify usage, cards in Flow Builder are grouped into three categories based on their functionality:

Action cards

These cards perform actions based on event data. Examples include sending emails, adding tags, splitting the flow using the Criteria Router, triggering a webhook, and more.

Plugs

  • Flow Builder also provides Plugs to handle advanced or custom actions.
  • If a required action is not available as a card, you can use Plugs to extend the workflow using Deluge scripts or webhooks. This allows you to build custom logic and connect with external systems beyond the predefined cards.

End cards

These cards are used to terminate the workflow execution.

Integration cards

These cards handle operations related to integrated products, such as creating leads in CRM, subscribing users to mailing lists, or creating tickets. These actions depend on the configurations set under product integrations.

Builder controls

Flow Builder includes several controls to help you design and manage workflows efficiently:

Drag and drop
Add new cards by selecting them from the card gallery or by dragging and dropping them onto the card holder.

Link attach and detach
You can reuse an existing flow by dragging and dropping its card holder into another flow. To modify or extend a linked flow, use the detach link (✄) option that appears when hovering over the connection.

Auto arrange
Use this option to automatically organize and align cards when your flow becomes cluttered.

Zoom
Adjust the zoom level to view the entire flow or focus on specific sections based on your screen size.

Undo/Redo
Revert or reapply actions until the workflow is saved.

Trial run

Once the webhook setup is completed, click on Create. You will be redirected to the summary/preview page, where all workflow details are displayed.

To perform a trial run

  • Click on Trial run.
  • A list of events configured in your workflow will be displayed automatically.
  • Select the event you want to test.
  • A sample payload will be generated based on the selected event.
  • Click Edit to modify the payload values with data relevant to your portal.
  • Save the changes and click Run.
  • The workflow will run, and its status will be displayed in the header.

Note:

  • Trial run executions are not recorded in workflow logs.
  • Trial runs execute the workflow in real time, and any configured actions or data updates will take effect.
  • Changes made to the payload directly affect the execution, so ensure the values are accurate.