Custom function connection with Zoho Creator
Hello, I am using a custom function to GET RECORDS on a APP that i have in zoho creator. This function allways worked, but now it gives the error: "No. of arguments mismatch for the integration function 'zoho.creator.getrecords' at line number 3. Resolve the errors and try again" So i fixed by inserting the rest of the params (index, limit and connection name), so my function is like this now: getrecord = zoho.creator.getRecords("roboplan_zoho","planeamento-plano-b","Tasks_Report","Task_ID ==test",1,10,"creator");
Error in a field I dont recognize
Hello, When I try and test my very simple flow I keep encountering more and more problems. after solving a few, my recent one is that when I try and check the "output" section in my flow, it says "Invalid input for field1. The expected input type is date." I dont have a field called "field1" and I have no idea where to start looking for a solution.. I have attached a printscreen for reference. Thanks!
Zoho Creator x Zoho Flow
I can't see Zoho Creator from the list of apps inside Zoho Flow when creating new connection. As described here: https://www.zoho.com/flow/help/zoho-creator.html Zoho Creator seems not available for Zoho Flow, or what?
Want to trigger a flow when someone attends a Showtime session
Currently, we're using Showtime for webinars to encourage signups to our app. I'm passing registration data to Flow from Showtime when someone registers for a session and passing a web hook to Flow when someone signs up for our app. What I'd really like to do is have a step in the middle which captures the actual attendees for the webinars. This will allow me to automatically email people (via Marketing Hub) who attended but never went on to signup. I've created a flow with the trigger 'Attendee
Favourite Apps
A quick usability suggestion. Setting up flows can be tedious searching through all the apps. Most of my flows run across 3-5 apps, and most actions are Zoho CRM. This means scrolling to the bottom to select the next action, or typing it in to filter and waiting for that to load. It would be great to be able to have favourite apps that always appear at the top of the list. Thanks
Extract part of variable in order to fetch user record in Zoho CRM
I'm trying to fetch a CRM user record us a fetched Zoho CRM custom user field. The variable ${fetchAccount_1.CUSTOMUSER} returns {"name":"John Doe","id":"12354656544564646"} The CRM user account does not recognize this. I would like to have the variable only return "John Doe" I tried this but had no luck ${fetchAccount_1.CUSTOMUSERmapVar.get("name")}
fetch zoho desk ticket content
I need to setup a flow that can get the content of a ticket, and extract a string from it and store it in a variable. can't fiigure out how to do this. any help appreciated. I can code if neccissary
Duplicate Event with O365 Integration
I have an integration that after an event is created on their personal O365 Calendar, it would create an event on their Zoho CRM Calendar in O365 that is synced with Zoho CRM. The problem is that after creating an event in the user's personal O365 calendar, two events would add in the Zoho CRM O365 Calendar. Both events are the event that was created in the personal calendar. It looks like the function is getting called twice. Not sure why this is going on, but any help on this issue would be great.
Any plans for a PhoneBridge connector?
Hello, I'd was wanting to know if Zoho is planning to add a Flow connector for PhoneBridge? I can see several applications that this could be used for. Thanks, Bryan
Trying to fetch data record from Zoho Creator to Zoho forms
Dear team, I'm trying to fetch data record from zoho creator to zoho forms using zoho flow. In zoho flow its shows test successfully but desire result not executing. I'm sharing screenshots in the below in word file. Please help me to solve this problem. Thank You Shiva
Using Amazon Integration Data
Trying to use Zoho Flow to trigger on new sales orders coming from Amazon Seller Central. I am able to see the data, but need help on parsing the long string that comes across with "Sales order created" trigger. The field being mapped to variable is: ${trigger.line_items} The return value is: [{"line_item_id":"9999999999999999","discount_amount":0,"item_type":"inventory","item_type_formatted":"Inventory Items","discount":0,"document_id":"","quantity_cancelled":0,"image_name":"","product_id":"9999999999999999","attribute_option_name2":"","attribute_option_name3":"","is_returnable":false,"sku":"product1","pricebook_id":"","image_type":"","attribute_name2":"","tax_exemption_code":"AMAZON
Zoho flow for Zoho desk when ticket gets tagged
Good afternoon My company 15d trial for zoho flow has ended as we started it by a mistake without actually using any flows and before I decide to purchase the module for £80, I'd like to know if is it available for Zoho Flow to trigger on ticket update with condition of assigning a tag to the ticket? For an example - a user does read the ticket and decides to set a tag on it. Then I want Zoho flow to move the ticket to a different department and inform a 3rd party company with mail. The problem
GDrive Fetch Folder
Hi ya. I have a simple work flow that will create a set of folders for an Account record in Zoho Flow. We pass the Account Id to the flow and it does the following. 1. Zoho CRM Fetch Module (Accounts) used to get the account record from Zoho CRM. 2. Run a deluge Function to determine the name of the parent folder. It takes the first letter from the account name and determines the appropriate name for the parent folder - for example, if the account name was "Xenobite Corp" the parent folder would
I am trying to figure out a way to export records based on a certain condition from the deals module into a Google Sheet
The idea is that on a weekly basis, any deals created in that time that are exported into a Google Sheet so that fields can be updated, and then the Google Sheet is imported back into Zoho CRM so the records are updated. Is this possible to do using Zoho Flow and does anyone know how this can be accomplished?
Pull Email address from contact into deals for monday.com integration
Hey guys, hopefully I can make this make sense. We are trying to create a flow that will push certain data from the deal into monday.com everything is working besides the fact we cannot pull the most important field over. The email In the deal it has a field with the email but it's at the top like a related section so in the flow the email is not a variable i can send. What I am hoping to do is either a formula field to pull the email from the contact into a field on the deal so that it will be a
Cancelled or moved Calendly Appointment -> move activity in Zoho CRM
How can I send the changed date/time of a moved appointment to the according activity of a lead/contact in Zoho CRM? And I want cancelled appointments to be marked as "cancelled" in the subject line.
I am having problem getting a flow to save.
An error message keep coming up to sayflow cannot save to and contact support. Some times it does save and sometimes it won't. I can't see anythin wrong
Add Description Field to Zoho Calendar Flow
Hi, I have a flow that works fine... connects Zoho Calendar to my task management software.... I noticed that the Description field in Zoho Calendar is missing from the list of options within flow. Is it possible to add this at some point? Many thanks Rgds Jon
Count deals in ZOHO flow
Hi, I'd like to to trigger an action when a deal is created and then -based on the deals count- a followup action. So for example: trigger an action when new deal is created If it's the first deal of the customer Send welcome mail Or trigger an action when new deal is created If it's the 10th deal of the customer Make call task (to say thanks) Is it possible to count deals in ZOHO flow? Thanks!
Integrating Podio with Zoho Flow
I am integrating Podio with Zoho Flow that when a new item is created in podio, it will create a folder in zoho workdrive using zoho flow. How do I get the flow to create the folder with podio item name as the folder name? When I insert the variable of a field from podio, it creates the folder with the whole podio item url instead of just the podio item name. How can I fix this?
How do I add emails to this drop down list in Flow
I know the emails must be verified somewhere but I'm at a loss as to where this feature is. Any help would greatly be appreciated. I added a screenshot for clarity.
Fetch/delete multiple contacts
Hi, For compliance reasons I'd like to delete all related contacts after a deal is lost. It's not possible to fetch multiple contacts, is it? How can I create this flow? Thanks!
No response from support@zohoflow.com for over a week now
Anyone else getting any kind of response? I sent in a problem I am having 8 days ago and still have 0 responses from them. I can't add Zoho CRM "Convert lead to contact" to any flow. I get an error stating a module doesn't exist and can't move past it.
Part II: Valid TimeZone value for Outlook (Zoho Flow)
I'm still trying to resolve an issue with a Zoho Flow: https://help.zoho.com/portal/en/community/topic/valid-timezone-value-for-outlook-zoho-flow Can anyone help with this? Thank you!
Valid TimeZone value for Outlook
Hello, I would to have some assistance with this issue. I created a flow named: Zoho Bookings - Outlook (Description: Create a new event in Outlook when an appointment is booked in Zoho Bookings) The flow has failed and the error message is: Outlook says "A valid TimeZone value must be specified. The following TimeZone value is not supported: '{"timeZone": "America/Chicago"}'." Can you provide an example of the correct TimeZone for America/Chicago? Also, when the event is created in Outlook it is
Flow works incorrect
I am using trial license to check whether Flow Zoho can adapt my purpose. I wanna the tasks/projects/milestone from Zoho Projects upgrade to my Google Sheet file automactically when there is new tasks/projects/milestone updated on Zoho Projects. (zoho Project to Google Sheet) The first time, it's worked, data pushed to 1 Google sheet file, i called is file A, but i want create other flow with other Google sheets file (file B) with other first row fix my data that i want. But when new tasks in Zoho
Add new comments from Books client and vendor portals as Books triggers
When clients and vendors leave a comment in the Books client and vendor portals then the email notifications about them are only sent to the primary Books organization admin. This is not the best way for Books users to get notified and Flow could be used to improve this situation. If we could have new client and vendor messages from their corresponding portals as Books triggers in Flow then we would be able to send them to multiple people. For example, as emails from Zoho Mail or as chat messages
Add "Status" field to Zoho Inventory "Package updated" trigger
This is an important field for setting up automations and it is already available in the "Package created" trigger. Please add the "Status" field in the "Package updated" trigger. Best regards, Mladen Svraka Zoho Certified Consultant and Authorized Partner Email | Web | LinkedIn
How to set Territories with trigger of ZOHO CRM New/Update Deal Entry?
Hi. How to set Territories with trigger of ZOHO CRM New/Update Deal Entry? I did set value using territoryID and territory name, but I couldn't set.
Custom Function- Date Format- toStartOfMonth
I've tried custom functions a few times but never with any success. I'm trying to use the toStartOfMonth function based on current date. I've tried several different instructions from Zoho Flow and Deluge instructions and there is always something wrong. I know this is very simple, but if anyone can help I'd really appreciate it. Sally
misleading date information in Zoho Calendar Module
Hello, I find that there are incoherent date format hint in the Zoho Calendar create event form After several failed in formats, I finally find the above yyyyMMdd is the correct format to use. Please remove the below two wrong format hints. Best,
Zoho Flow -> Zoho books time entry
Hey all I am creating a flow to allow a webhook triggered timesheet response. I have the payload set up right and its getting broken down properly into variables. My problem is that it seems like the create a time entry action on Zoho books timesheet entry does not allow a parameterized project. Many other fields will accept the values from variables, but for some reason, the timesheet action requires a literal project be selected. I sent a request into Zoho but wanted to ask here to see if there
Incoming Webhook -> Zoho CRM - format mismatch
I am trying to create a Lead in CRM from a payload coming from a Webhook. (Partial) Webhook payload is: {
"webhookTrigger": {
"payload": {
"data__xml": "<?xml version=\"1.0\" encoding=\"UTF-8\"?><form_data><time_submitted>05:00 PM UTC</time_submitted><page_uuid>b89733f7-1d7c-4ed9-b3ea-7d6bed508e58</page_uuid><lead_source>Symphonic</lead_source><label_or_company_name>CC3</label_or_company_name><phone_number>123</phone_number><email>aa3@bb3.com</email><page_name>Symphonic Get Quote</page_name><date_submitted>2020-06-12</date_submitted><last_name>BB3</last_name><first_name>AA3</first_name><ip_address>50.92.99.210</ip_address><page_url>https://get.plaympe.com/symphonic/</page_url><variant>j</variant></form_data>",
"data__json":
Zoho Sign and Zoho Workdrive Integration with Zoho Flow
Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive using the Zoho Flow integration. For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder named "John Doe". I have a folder created for each customer due to the Zoho Sign and Zoho CRM Integration. I tried using Zoho Flow for a Zoho Sign and Zoho Workdrive integration, but some errors have appeared. Thanks in advance
Call creation failing
I have a flow that's been working without issue until June 7th. Starting June 7th, the flow has failed 100% of the time. I get the following error now - "Zoho CRM says 'Please provide a valid call start time and duration'. Check the input for Call_Duration and try again." I haven't changed anything, and I don't see what I need to change to make this work. Any suggestions?
Value not calculated correctly
When Using ZOHO CRM Create/Update Entry on ZOHO Flow, I want to set the field's value which is calculated from two fields. All of the fields type is integer. ex.) ${module.fieldA*module.fieldB} And, ${module.fieldA*module.fieldB} is work, ${module.fieldA-module.fieldB} is work, ${module.fieldA+module.fieldB} is not work correctly. when A is '50', B is '10', ${module.fieldA*module.fieldB} -> set '500' ${module.fieldA-module.fieldB} -> set '40' ${module.fieldA+module.fieldB} -> set '5010' (correct
Flow fails with error "integration disabled in showtime"
I have built a flow to automatically add registration to a Showtime Remote Session. The flow is triggered when a Zoho Form is submitted and the details submitted are used to register the person to the session. While the Test & Debug shows that the flow works, the live flow always fails with the error message "integration disabled in showtime." Appreciate assistance in getting this integration working.
Zsign Issue : trigger "document signed" and action "Send request by email"
Hello, i want to send a signed document to a backoffice email and it works but with sending two times the same email. does somebody know that problem I've created two Flow jobs : 1/ CRM trigger New module entry (deal) --> ZSign action "send document" using a template and the customer email 2/ Zsign trigger "Document signed" --> Zsign action "send request by email" to backoffice email --> 2 identical emails received with the good document ...
Where are Zoho Projects documents stored?
The projects uploaded to a specific Zoho Project and to Zoho Projects templates, where are those documents stored in Zoho Writer ? That is, how do I access all the individual documents uploaded to individual projects in one central location?
Zoho Flow Success Error
Help me please ! I'm creating Flow. I'm performing the transaction. It seems to be successful, but the subsequent operation is not taking place.
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