> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Zoho Workflow Automation

> Trigger WhatsApp messages from Zoho workflow rules

<Info>
  **Setup Time**: 20 minutes | **Difficulty**: Medium | **Zoho Edition**: Professional+\
  **Requires**: WhatsApp Business API (WABA)
</Info>

## The Problem

Manual follow-ups are inconsistent and time-consuming.

## The Solution

Zoho workflow rules automatically trigger WhatsApp messages.

<Frame caption="Zoho workflow triggering WhatsApp">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/zoho/workflow-automation.gif" alt="Zoho workflow WhatsApp" />
</Frame>

## Step-by-Step Setup

### Part 1: Create Message Template

<Steps>
  <Step title="Create Template in Eazybe">
    Navigate to **WABA** → **Message Templates** → **+ New Template**

    ```
    Hi {{1}}, thanks for your interest in {{2}}! 
    Our team will reach out within 24 hours.
    ```
  </Step>

  <Step title="Submit for Approval">
    Wait 24-48 hours for Meta approval
  </Step>
</Steps>

### Part 2: Create Zoho Workflow Rule

<Steps>
  <Step title="Go to Workflow Rules">
    In Zoho: **Setup** → **Automation** → **Workflow Rules**

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/zoho/workflow-rules.png" alt="Zoho workflow rules" />
    </Frame>
  </Step>

  <Step title="Create New Rule">
    Click **+ Create Rule** → Select module (Leads, Contacts, Deals)

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/zoho/create-rule.png" alt="Create workflow rule" />
    </Frame>
  </Step>

  <Step title="Set Trigger">
    Choose when to trigger:

    * On record create
    * On record edit
    * On field update
    * Date/time based

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/zoho/workflow-trigger.png" alt="Workflow trigger" />
    </Frame>
  </Step>

  <Step title="Add Webhook Action">
    **Instant Actions** → **Webhook** → Configure Eazybe endpoint

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/zoho/webhook-action.png" alt="Webhook configuration" />
    </Frame>
  </Step>

  <Step title="Activate Rule">
    Save and activate the workflow rule
  </Step>
</Steps>

## Common Workflow Examples

### New Lead Follow-up

```
Trigger: Lead created
Action: Send WhatsApp welcome message
```

### Deal Stage Change

```
Trigger: Stage changed to "Proposal Sent"
Action: Send WhatsApp with proposal details
```

## Troubleshooting

<AccordionGroup>
  <Accordion title="Workflow not triggering?">
    1. Check rule is active
    2. Verify trigger conditions are met
    3. Check webhook URL is correct
  </Accordion>
</AccordionGroup>