Automation inside Zoho
Automate the work your team repeats every week in Zoho
Most operations repeat the same tasks every week: copying data, remembering follow-ups, building the same document, fixing duplicates. Zoho can take over much of that with its own tools, as long as the rule behind it is clear.
- Workflows, Blueprint and functions
- Inside your Zoho account
- You talk to the developer
Signals
Which of these happen today?
Check what applies today to see a quick read.
Companies already working with Zolven
- Royal Holiday
- L'ZENSE
- Educatech
- Goodguys Funding
- LK Idiomas
- Logatech
- Venemergencia
- Sijisa
Scope
What can be automated inside Zoho
Workflows
Actions that run when something specific happens: a record is created, a stage changes, a date is due.
Guided processes (Blueprint)
Only valid options are shown at each stage, so the process is followed without memorizing it.
Custom functions
Calculations and actions standard rules can't handle, written for your case.
Assignment rules
Leads or tickets routed automatically by territory, product, shift or workload.
Scheduled actions
Periodic checks that create alerts, tasks or updates without anyone triggering them.
Alerts and escalations
Notifications when something is stuck too long, sent to whoever can unblock it.
How we work
How we work
- 1
Map what repeats
What repeats every week, who does it and how much time it really takes.
- 2
Write the rule
Before automating, we write down what triggers it, what it does and the exceptions.
- 3
Turn on and observe
Activated in parts and monitored during the first weeks before expanding.
An automation without a clear rule only speeds up mistakes. If each person decides differently, we agree on the rule first.
Clients
What our clients say
Zoho Desk, Zoho Sign and refund automation
Felipe quickly understood how our service team works and helped us organize disputes, waitlists and refunds inside Zoho Desk, connected to our internal systems. We also moved contract signing to Zoho Sign without slowing operations down.
Zoho Analytics, collections and automated commissions in Books
Our leadership now reviews revenue, sales and retention on dashboards that match our real numbers. Commissions we used to calculate by hand are now generated automatically in Zoho Books, and collections drill down to every invoice.
Sales dashboards and a per-brand template widget in Zoho Desk
We run many brands and every reply had to go out with the right template. With the widget Felipe built, agents click Reply and the brand's template is already there. He also built the sales dashboards our teams needed.
Transparent pricing
Know the price before you start
Reference ranges for Zoho implementations. After a free review you get a fixed price in writing.
What's includedSimple start
1–5 users
$700 – $1,400 USD
CRM + automation
6–20 users
$1,450 – $2,500 USD
Multi-app + integrations
21–50 users
$2,550 – $3,350 USD
Enterprise / custom
50+ users
Quoted by scope
Implementation ranges before applicable taxes. Zoho and third-party licenses are not included.
FAQ
Questions before getting started
What happens with cases that don't follow the rule?
They're designed in from the start: exceptions go to a review list with an owner instead of forcing the system to guess.
Can an automation damage existing data?
It can if it runs on every record without testing. That's why we test on a small group first and review the results before expanding.
Is this the same as connecting Zoho to other systems?
No. This is automation inside Zoho with its own tools. Connecting Zoho to external apps through Zoho Flow or APIs is integration work, which we also do.
Next step
Let's review what repeats in your week
Tell us which tasks your team does over and over. We'll tell you what can be automated with configuration and what needs development.
- Free 30-minute review
- Scope and fixed price in writing
- A direct answer from Felipe
Tell us what repeats
Two or three concrete examples are enough to point you in the right direction.