Google Sheets to Zoho CRM Deals
Hi, I am trying to get some comments from my Google Sheets into the Deals module in CRM. This is the error I get: "Zoho CRM says 'unable to process your request. please verify whether you have entered proper method name, parameter, and parameter values.'" I have attached the flow image and what it consists of, and also the GS comment I am trying to add in the deals module. Am I doing something wrong?
Map Email sent using Flow Back To CRM
Thanks God For Every Second!! Hi, I Am sending Mail merge using the amazing Zoho Flow Integration. I Want to be able to get all the sales signals of the email sent Back In the CRM. Is that possible? I Couldn't find any ID's of the sent email to be mapped back to the orginal Module.
Todoist says "Invalid temporary id"
Hello, I am testing a Zoho Flow integration between Zoho Projects and Todoist. I am simply trying to create a task in Todoist when a new task is created in Projects. I had some problems converting the date format, but I think I have the proper UTC format that Todoist requires. However, the flow is still failing on this error (see attached screenshots for input and out of the step that is failing): Todoist says "Invalid temporary id" Can I get some help troubleshooting this error? Thanks!
Zoho Flow date/hour format adjustment
Hello! We've been passing our leads from Zoho Flow to Zoho CRM by the integration, and we have a problem with the date/hour format in Zoho Flow. So the format supported in Flow always contains seconds, and in our CRM the field of time/hour that we want to map, can't contain seconds, so they are both not compatible. Is there any chance to change the format or "ignore" the seconds in Zoho Flow so they are equal? What we need is the following: dd/mm/yyyy HH:mm. Thanks in advance!
How do I access a map key+value to use as input for a process?
Hi, We've got a custom function that outputs a map containing 4 key-value pairs. All four are IDs that we need to use elsewhere as inputs to other processes but I can't see how we select just one map item for the input to another process - The only option we get in the picker is to select the whole map variable as the input, which obviously won't work for an item expecting a single input of an integer. I'm hoping we're missing something really obvious. I've looked through the docs though and can't
My flow keeps going on loops and deactivated
I have a flow that keeps getting deactivated because there is no way (I dont know how) to make it execute only once. I need: When a deal is won - Create a folder in Zoho Work Drive (name same as deal name) - Create subfolder in the above folder - Create a New project in Zoho Project (name same as deal name) Using the deal name as the name for the Main folder and project name Please help with detailed instructions
How to create a new ZProject when a Deal is Won?
I have been trying to setup a flow Everytime a deal is won - create a new project in Zoho Projects. Its not working. I have no idea how to do it please help Need instructions with details please or a call
Can you use wildcards in a Fetch Function
I'm working on a flow to add a new deal in Zoho CRM. We sell courses. For this particular form, the person needs to have completed a different course to be able to move on. Only people who have completed the course will have a link to the form, but I would still like to check first. My flow can fetch the Contact, so then I am looking for a deal that is Closed (Won) and the name CONTAINS a certain code (a three letter acronym we use). Are there any wildcards that can be used in the fetch function?
Zoho Books "Create Recurring Bill" is NOT an option
Hi Zoho, Zoho Flow has so many actions for Zoho Books. Unfortunately, there is not option for "Create Recurring Bill." Options for Creating Recurring Invoices and Expenses are there as options but not recurring bills. Is there any way that your team will be able to create that action?
Webhook
Can Zoho Flow connect to third party apps? I have requested twice support on webhooks gettind data from elementor and no luck whatsoever
Json outout
Hello I am getting Json output back from a Parsehub. I am getting {"Name":" First Last", "CSZ":"City, State, Zip"}. I would like to flow this information into a new CRM Contact but I would like to break it up. Have any ideas? Is this a custom function, a deluge script, or something else. I have looked around just not sure which way to go. Thank you Mike
Any way to merge document from Zoho CRM and send for Signature (using Zoho Sign)
There is currently an action of "Send Mail Merge" from Zoho CRM. Is there a similar function that would mail merge the document from the template and send out for signatures using Zoho Sign?
Create Event to existing contact from Calendly booking
I I want my calendly bookings transfered to Zoho CRM with the following steps: 1. Appointment is booked 2. Is there an existing contact? If YES, then create event (with booking data). If NO, then to step 3 3. Is there an existing lead? If YES, then create event (with booking data). If NO, then to step 4 4. Create lead. Create event to that lead with booking data. Steps 3 and 4 work fine, but step 2 doesnt work. I get the error: "Zoho CRM says "Zoho CRM says 'invalid data'. Check the input for $se_module
Flow / BigCommerce Connection: New Order Created
I'm using the Premium BigCommerce connection. My flow triggers when there is a new order, however I'm getting triggers when there is an "incomplete" checkout as well as New Orders. People are not paying or completing their order and flow is treating it as a new order. My flow takes the BigCommerce order and creates it in CRM. I'm getting duplicate orders because of this and also orders that nobody has paid for. Thanks
Multi-select or Checkbox Data Between Two Zoho Creator Applications
Hello, I have two Zoho Creator Applications which are sharing data. Both Applications have a 'Checkbox' field-type, 'Department'. In Flow, I set Application B (recipient) field to 'Use a Custom Value' and my custom value is set to: #{applicationA.Department} (see attached image) However this will either result with an error or null value upon Flow execution (see attached image). I am currently using the Free version of Zoho Flow and have not exceeded any usage limits. Please provide guidance on
Cannot Get Product ID from ZOHO CRM
I am trying to create an invoice in ZOHO invoice based on an updated module entry in ZOHO CRM (Invoices Module). The issue I am having is, I need the FLOW to take particular actions based on the specific product that is attached to the invoice module in the ZOHO CRM, however while I can fetch associated accounts details for the module, I cannot get the product details which I need for the flow to be truly dynamic. Need some assistance, tearing my hair out on how to make this work. Zapier seems to
Zoho Flow and Zoho CRM Incomplete Integration
I find myself so close to being able to produce some really great automations, however i find myself falling short constantly due to limitations on the zoho crm and zoho flow integration. Maybe i am just missing something. Below is the scenerio as well as a screenshot of my flow. Lead comes into the system, assigned to 1 of 7 sales reps. After a delay of about 15 minutes I need to send an email ( using a template ) to the contact. So far I have this working very well. The issue is as follows. I
Form Submission all the way thru attached item Flow from forms to Recruit
Hi All, we are in the process of migrating all of our staff over to Zoho at the moment, we, however, have been using various Zoho products for some time now. 1. The Candidate fills in a form online (Zoho Froms) 2. From is merged in writer 3. Form is emailed to HR department 4. File Is made in work drive Applicants : (first name | Last Name | Candidate ID) Save File as: Accounting Questionnaire (first name) (Last Name) (Candidate ID) PDF if folder Already exists Add to their Folder Save File as:
I have Account ID. I want to update Deal to have new account based on Account ID. How do I do it?
When I choose an action of "Update Module Entry" and select to update Deal, I can update the Contact using Contact ID. I can update the Owner using the "Owner ID," but to update the Account, I have to use Account Name. Can there be an option to use either Account Name or Account ID? We have some Accounts that have the same name, so I can't reliably use Account Name correctly link an account to a deal. But I can more accurately put an Account ID to map a specific Account to Deal. How can I update
Update Zoho Invoice Data to Google Sheet
Can anyone help me with my question? I am using Zoho invoice so with help of Zoho flow I have created flow where if any new invoice has been created it will add to google sheet automatically. The problem which I am facing is if we update any old invoice then how it will get update in google sheet. Please help me as soon as possible.
Any way to Fetch Zoho CRM Deal by "Auto-Number"
In our Deals Module of Zoho CRM, we have a field that is an "Auto-Number." A number gets automatically generated and assigned to that deal. Is there any way that we can "Fetch Deal by Auto-Number?" I couldn't see a standard option in the Zoho CRM "Fetch Deal" Action. Can that be added there since this will be a unique number on every deal. If not possible, is there a custom function to fetch deal by auto-number?
Problem with multiple selection list
We have a problem when receiving the data through the webhook, in a multiple selection list I send it a data as json array in this way {data: value} but when trying to insert the value the insert fails and fails the flow.
Zoho Flow creating Zoho CRM entry and data type problem
Hi all, I'm trying to connect Calendly with Zoho CRM. From a logic perspective, I'd like the following to happen. Client schedules a call in Calendly Call is added to Zoho CRM record A Task is created with a due date 14 days after the scheduled date of the call The call is added just fine - no issues there. When I try and create the follow up task, I'm running into issues, specifically with the due date and data types. No matter what I try, I get a data type error on the CRM side. CRM is receiving
Can't Connect to my Organization when Adding Trigger from Zoho Flow
Hi I am adding a Zoho Desk trigger for the first time. I generated an Authtoken, and it successfully took me to the next page. I am required to select Organization which is a dropdown, but when I try, there is nothing listed there. Our organization (Guard Home Warranty) should be listed but it is not. I think this might be because my zoho flow account is under one email but my zoho desk admin is under a different email. Would this be the issue? If so, what's the easiest way to resolve this?
More Actions for Zoho Subscriptions
Hi Zoho, Will there be plans to add an action of "update record" within the Zoho Subscription application? I would like to have the option to update customer information within zoho subscriptions using zoho flow.
Zoho Books Trigger "Bill Created" does not work
Hello everyone, I'm trying to set up a flow, but the trigger for Zoho Books "Bill Created" does not work. I've been trying repeatedly to test it by creating fake bills in Zoho Books and even tough the Webhooks seems to be called through a workflow in Zoho Books, nothing happens in Flow (nothing shows up in the History tab also). I've attached some screenshots. Does anyone have a solution please? Thank you!!
Bitly API no longer supports V3. Zoho Flow Errors out when using Bitly App
Zoho, I just connected to Bitly App using Zoho Flow. I tried creating a Bitlink and every time I try to anything with the Bitly app, I get the following error message when reviewing Flow History: Bitly says "{"resource":"bitlinks","description":"The JSON value provided is invalid.","message":"UNPROCESSABLE_ENTITY"}" I went on to Bitly's website and noticed that their banner says they stopped supporting API V3 on March 1, 2020. I believe this is the reason that I'm facing this issue. Can Zoho fix
Flow randomly stops processing incoming requests.
I am sending in webhooks from other cloud apps and periodically, Zoho Flow simply stops processing with no indication that the webhook was received. I've verified that the webhooks fired on the sender side. This has happened too many times. New orders placed via our Shopify store, webhook fires, Zoho Flow fiddles. The best part is that there's no way, at least that I am aware of, to report a critical issue/problem like this other than by way of their email form inside the Flow application.
Delete Creator Record if Removed from CRM
Hi all, I've created a flow to transfer my CRM contacts over to a Creator app but would also like to be able to remove the records from Creator if I remove the contact from my CRM. Is this possible? If so, what should I use within Flow to make this happen? Thanks in advance :)
I keep getting error telling me to contact support when I add "Update module entry" action from Zoho CRM
I have reached out to Zoho in an email exactly one week ago without anyone taking a serious look at an issue that will not allow us to save two of our flows now. I have 2 large flows with many actions that always work great and run much of our automation. but for both of them, when I add "Update module entry" action from Zoho CRM to the end of my flow, I get an error and it won't let me save. I have the same action in a few different places on the same flows without issues. In one of my Flows, I
GDrive new file to Gmail
I'm trying to setup the following. 1. New file added to a subfolder in Google Drive. 2. That new file is then emailed via Gmail (The file is actually going to Zoho books (documents) to be scanned as it's a receipt folder.) Is this possible? Or is there a better way to do this? I'm using zoho one. Thanks
Custom Function value retrieval
I have a custom function that is returning a string of Json values( i made it a string, bc anytime i set it as a Map it returned just the first value.) When I try to set a variable from the contents of this string it just returns the entire string. How can I get a specific element of a Json String on the parameter screen. I am able to see the string as ${RetrievalAndClean_2} and want to get a specific element from it.
Calling a Zoho Flow from a Deluge script
I wish to call a Zoho Flow from a deluge script (that is attached to a button in Zoho CRM). The deluge code I have been experimenting with is as follows: respondAPI = invokeurl [ url :"https://flow.zoho.com.au/7000000000/flow/webhook/incoming?zapikey=912783139173891798317317932139128123&isdebug=false&InquiryID=" + InquiryID type :POST ]; return ""; (the URL address and zapikey have been replaced with random text - the actual URL comes from Zoho Flow) InquiryID is the id of an inquiry. In Zoho Flow,
Orchestly to Connect / Zoho Flow
Hello, is it possible to create a flow between Orchestly and Connect, where a post in a Group is announced when a job is created in Zoho Orchestly. This is because not all of the Users are involved in different processes, but we would like to give them info and let them make comments. Katarzyna
Integrations with Zoho Creator On-Premise
Our organization will be implementing Zoho Creator on-premise when it becomes available. I have a few questions regarding the use of Zoho Flow in this future state. 1. Will Zoho Flow function at all if our Creator Applications exist in an on-premise state while Flow remains in the cloud? 2. If it does function, what are the mechanics of the data flow? For example, does it take data (JSON) from an on-premise application, move it to the cloud via Zoho Flow, and then move it to an integrated on-premise
Cannot test webhooks when character length is greater than 1000 characters
Hi, I've set up a flow that simply passes a webhook to a custom function, and the webhook payload has about 5000 characters. When I try to execute it when editing it nothing is happening. Initially I found the next was truncated so I removed some parts of the JSON and got it down to just over 2000 characters. Then I found that still nothing was happening - after opening Google Dev Tools I can see that I'm getting this response: {"type":"security","status":"error","info":{"param":"payload","category":"param","message":"Should
Intergration with Chargebee
I have added via the App Chargebee and I cannot connect. The api key and site names are correct. I am not sure what the connection name should be. When I authorize I keep getting "Null"
Does Zoho Flow support Custom Fields in CRM Tasks?
I have been having issues with creating a flow which updates a Creator form when a task is closed in the CRM. The field I need to map to the Record ID in Creator is not available in the dropdown from Tasks in Flow. It is a custom field in tasks. This field is populated with the Creator record ID on submission of the form. If I rewrite the workflow deluge script in Creator to populate a different task field ( Layout_ID) with the Creator record ID - this field IS available in the dropdown and can
Create invoice in Zoho Books gives "Invoice Number can't be empty" error
Hi, I get the following error when trying to create an invoice in Zoho Books through Zoho Flow: "Vous ne pouvez pas continuer si le champ numérique Invoice est vide. Entrez un nombre Invoice valide.",(screenshot 80), which would translate as: "Can'T create invoice if the invoice number is empty. In Zoho Flow, it says that "Invoice Number is mandatory when Ignore Auto Number Generation is True". My Ignore Auto Number Generation, however, is set to False. (Screenshot 81). Thank you for you help!
Flows Not Triggering
I have created several Flows. I test them and they work perfectly. I made sure they are ON. But they only trigger when I run a test. For instance I created one Flow that creates a Google Task when I create a task in Zoho Projects. Works perfect when I run a test with no errors. But never runs on its own. Any suggestions? Thank You
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