Can I allow approvals via email or mobile for faster response times?
Yes. Zoho enables approval actions through mobile apps and emails for quicker decision-making:
Email Approvals (CRM, Books, People):
Users receive an email with "Approve" or "Reject" buttons.
Clicking the button triggers the action directly without login.
Zoho Mobile Apps (CRM, Projects, People):
Approvers can approve or reject requests on the go with mobile access to workflows.
Zoho Cliq or Slack Integration:
Notifications with approval links can be sent directly to internal chat tools for instant actions.
Use Case Example:
A manager receives a mobile alert that a new expense report requires approval. They tap “Approve” in the Zoho People app during travel, triggering immediate downstream processes.
This reduces delays and enhances flexibility for decision-makers.
Related Articles
How can SalesIQ support mobile-first engagement strategies?
Zoho SalesIQ helps businesses connect with mobile users via: Responsive Chat Widgets: Optimized chat for mobile browsers and apps. SDK Integration: Embed live chat into Android/iOS apps using SalesIQ's SDK. Push Notifications: Alert users to chat ...How Do You Use Zoho Books on Mobile for Invoicing, Expense Tracking, and Approvals?
The Zoho Books mobile app enables business owners and accountants to manage finances on the go—available on both Android and iOS. Install and Log In: Download from the App Store/Play Store and sign in with your Zoho credentials. Key Features: ...Can Zoho Creator be used on mobile?
The Zoho Creator Mobile App is a native application available for Android and iOS devices that provides users access to their Zoho Creator-built applications on the go. It enables real-time data entry, workflow execution, and report access—all from a ...Can I use Zoho Flow to route tasks between apps automatically based on approvals?
Yes, Zoho Flow can connect approval outcomes from one app to trigger actions in others. Here’s how: Trigger from Approval Completion: E.g., when an expense is approved in Zoho People, use Flow to: Create a bill in Zoho Books Notify the finance team ...How do approval workflows function in Zoho Books for expense and purchase approvals?
Zoho Books includes built-in approval workflows to streamline financial oversight. Here’s how it works: Purchase Orders / Expenses / Bills Modules: Enable “Transaction Approval” in module preferences. Set Approvers by Role or User: You can define ...