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Zoho Flow Integration

Use Zoho Flow to build trigger-based workflows with Hover

Updated over 3 weeks ago

Zoho Flow is a workflow automation platform that connects applications using event-based triggers and actions. It supports over 1,000 applications and includes 25,000+ prebuilt templates, allowing you to automate data movement and business processes across systems.

With the Hover–Zoho Flow integration, you can:

  • Trigger workflows based on activity in Hover

  • Send Hover data to third-party applications

  • Automate updates across CRM, project management, accounting, or communication tools

  • Reduce manual data entry and improve operational efficiency

Zoho Flow acts as a bridge between Hover and other applications. Once a workflow (called a “Flow”) is created and turned on, it runs automatically whenever its trigger conditions are met.

This integration supports both cloud and on-premise systems, making it flexible for a wide range of business environments.

Before setting up the Hover–Zoho Flow integration, ensure you have:

  • An active Zoho Flow subscription

  • An active Hover account with integrations enabled

  • Active accounts in any third-party applications you plan to connect through Zoho Flow

No additional fees are required beyond your Zoho Flow subscription.


How to use the integration

Step 1: Access Zoho Flow

  • Log in to your Zoho Flow account.

  • Navigate to My Flows.

  • Click Create Flow to begin building a new automation. Alternatively, click the + on the left panel.

Reminder: If you do not yet have Zoho Flow, sign up for a subscription before proceeding.

Step 2: Configure a trigger

When you land on the Flow builder, you will be asked to select the trigger type. A trigger is the event that starts a flow execution.

  • Select the trigger app (this can be Hover or another connected system).

  • Depending on the app you select, you will need to authenticate your account when prompted

    • If you choose Hover as the trigger app, you will authenticate your Hover account. If you choose another company app, you will need to authenticate your account for that specific app.

  • Select the desired trigger event (for example, when a project is created or updated).

If Hover is not the trigger, you may instead configure Hover as an action step—receiving data from another system.

Step 3: Configure an action step

An action step is a task that the workflow executes based on the trigger. Once you have configured the trigger, you need to add actions. You will find these actions (app and logic-based) to the left of your builder under the App and Logic sections.

App-based actions - These are tasks that the workflow executes in an app, such as sending an email or adding a record. To configure app-based actions:

  1. Click each app on the left of the builder to view the actions available. Drag the required action to the builder, and an indication to drop will appear.

Logic-based actions - If you wish to automate detailed tasks, you can add logic elements to perform different actions for different filter rules, delay part of the workflow, or introduce your own function.

To learn more about configuring triggers and actions, refer to Zoho Flow's article.

Step 4: Add connected applications

  • Add additional actions to your Flow by selecting other supported apps.

  • Authenticate each application as required.

  • Map data fields between Hover and the connected application(s).

    • For example, you may map:

      • Project details

      • Customer information

      • Status updates

      • Measurement data

Field mapping ensures the correct data is transferred between systems.

Step 5: Save and enable the Flow

  • Save your configuration.

  • Turn the Flow ON to activate automation.

Once enabled, the workflow runs automatically whenever the defined trigger occurs.

Still have questions? Reach out to the Zoho Flow support team.

Reach out to [email protected] for help with:

  • Integration setup questions

  • Troubleshooting errors

  • Configuration guidance

  • Workflow logic clarification

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