Flow working after lead deletion
Hello, I have a flow set up that checks the status of a lead after a 4 hour delay and then emails the results. I've found that if you create the lead and delete it then the flow will still happen. Didn't know if this was a bug or I'm doing something wrong?
Webflow > Create Item > SKU Properties Field
Hi can anyone advise me what the SKU Properties field is for in the Webflow Create Item flow and how to use it? I am trying to create an item in the Webflow Product collection but the Price field is not exposed. This is a required field in webflow?
Fetching part of email subject to set a variable
When using "Set Variable" in Flow, is it possible to insert a formula in the value field, something like: ${fetchEmail_1.subject}.substring(20.29); or maybe: mid(${fetchEmail_1.subject}, 20, 29); I'm trying to extract part of the email subject line (numeric) to use in further automation.
Is it possible to pull the actual Account and Contact names from a Desk Ticket instead of their IDs?
I'm getting familiar with the Flow triggers to find out what kind of data can be transferred from a Desk ticket to a form on a Creator application. It seems like that only the "ID" numbers of the account and the contact fields on the Desk ticket are defined as source fields on the target action in Flow. Will these fields be displayed on the Creator application as the actual names of those account and contact fields or will they only be transferred as the id numbers of them? Is this issue caused by
2 Feature Requests: Captions for Flow Actions/Notes
It would be VERY USEFUL to see captions to each flow action! Allow the users to label flow branches so that they don't get confused or lose track of what they have done. Instead of simply seeing identical and confusing "Create or Update Module Entry" for every action in every branch of a flow, you should see for example "Create or Update Module Entry: Contacts, UserID" or something visible on the diagram. Anything at all so that you could look at the flow diagram and know what was being done. This
Webhooks payload results are not able to be fully displayed
Hello, I'm having difficulty displaying webhooks parameters as the tree expands. There doesn't seem to be any way to drag open the divider to accommodate the expansion of the tree. Am I just not seeing something? The screenshot below illustrates the problem: Thanks, Bryan
Zoho Books Address Format
Hello, It appears that the Billing and Shipping addresses from Zoho Books are consolidated into a single variable. Why doesn't Flow preserve the original fields as individual variables? Thanks, Bryan
add user to projectcs - zoho projects integration
Yo estoy queriendo agregar a los proyectos con la opción “Add user to projects” no estoy creado nuevos usuarios en el portal de los usuarios que ya tengo agregados los estoy asignando a los proyectos y pues zoho flow me esta indicando un error de invalid Project id aun cuando los projectos ya existen dentro de zoho projects estaba funcionando muy bien hasta el 30 de noviembre de 2018 pero después de esa fecha sin que realizaran ningún cambio comenzó a fallar por favor les ruego su pronta
Incorrect decision outcome
Hi There, My flow is triggered by a new Lead in CRM. It goes through an initial decision and posts a message to Slack depending on the type of request (a field in the lead form). Then it goes through another decision to check whether the 'newsletter' option has been checked on the Lead form. At this point it always uses the default outcome rather than the correct outcome. Thanks Craig
Solution: Incoming webhook where keys contain [ and ] characters
Hi, I was bashing my head against a problem and, after solving it, I figured I share it here in case someone else was having the same problem. I've already reported this to the support and I hope they can fix it soon. In the meantime, let me leave you with this. 1. First, the problem. Iugu - the app I'm trying to integrate - sends triggers formatted as the following (application/x-www-form-urlencoded): event: subscription.suspended data[id]: 1757E1D7FD5E410A9C563024250015BF data[account_id]: 70CA234077134ED0BF2E0E46B0EDC36F
Zdesk - Zproject
Hello, I added a customizable field in the Zoho Project, and I want some Zoho desk fields to be automatically updated in ZohoProject, can we connect to help me? Greetings.
Duplicate operators showing in dropdown?
Whenever I use the Condition block, it displays the same operator a few times. Why is that? In this screenshot you can see quite a few duplicates. equals, equals(case-insensitive), etc.. equals shows multiple times. Why?
Drop down fields from Mailchimp not shown?
When I use Flow to push subscribers to a Mailchimp list the module only lists free text fields and not drop down list type fields. Am I doing something wrong? I have made the drop downs visible in Mailchimp but I still don't see them. Thanks
Crashing when trying to save (Trigger=Webhook)
Hey all! Scenario: Created a flow triggered by a webhook that is attached to a button on my zoho crm leads module in order to create a module entry on zoho crm and fetch details from leads module. Problem: 1. Tested connection succesfully and received complete payload 2. Created flow and assigned payload which was correctly mapped 3. Click on SAVE BUTTON: CRASHES 4. Click on TEST AND DEBUG: CRASHES This only happens when trigger is a webhook.
When Zoho WorkDrive will be added in FLow
I saw that in flow there are ZohoDocs but there are not integration with zoho workdrive, Do you have a idea when will it be added? Looking forward to hearing from you
Flow to create invoice in Quickbooks when deal won in Zoho CRM
Hi I would like to create an invoice in Quickbooks Online when a salesperson moves a deal to the "won" stage in Zoho CRM. A couple of questions. 1. How do I set up the trigger when the stage is set to "won" as I don't see this in the list of triggers? 2. Can I easily pass a custom field in the CRM deal, the account name, the account address, the contact name and the contact email to QuickBooks? I need to do this so Quickbooks has all the information it needs for an invoice Thanks!
Flow Incoming Webhooks Trigger
First up, a BIG THANK YOU to Zoho for listening to us and building an incoming webhook trigger option. Is there a video or tutorial on how to use this new feature? I've tried to make one, but alas can't see to the tests to pick up on any calls to my webhooks. It is likely I am not formatting them correctly, so any tutorial help would be very much appreciated. Cheers, Joe
Module limit exceeded Error Message - Bugs
I keep getting a "Module limit exceeded" error message when trying to turn on different flows. Is anyone else having this issue? I can't figure out the problem and have tried the following: 1. I first thought it was the Decision logic block because all of the flows that have this issue contained a Decision block. However, I removed the block and still got the error. 2. I triple checked all blocks, fields, logic, dates, etc. 3. Tried different blocks. 4. Tried different logic approaches. 5. It's not
Shopify New Customer: Invitation Email
I am testing the Shopify Create Customer function and it works quite good. I need however to send automatically the invitation email from Shopify after creation and I having troubles to achieve it. The Shopify REST API provides a way to do that: https://help.shopify.com/en/api/reference/customers/customer#send_invite Send the default invite POST /admin/customers/#{customer_id}/send_invite.json { "customer_invite": {} } My question is: 1. Can you include this in the existing function Create Customer?
Add note to Contact when Stripe payment is processed.
I am trying to configure Flow to add notes to contact files when a charge is processed in Stripe. (Amount, Date, Etc). "Add Note" doesn't work as you have to choose a specific contact. I need this Flow to work with all contacts as we charge all of out contacts through Stripe. So the workflow should fetch the contact via the unique email address in Stripe/CRM and then make the note. Any ideas?
Checking for existing emails in a Zoho Campaign prior to calling integration
Hi gang, The current Zoho Campaign integration for Flow only supports "Add Contact." (As opposed to Update or Add Contact) Most of the time that is fine. However, if the contact already exists in the Campaign List, the flow will return an error. That is proving to be a problem for one of my flows. I am looking for a way check to see if the person is already on the Zoho Campaign list (by looking up their email). If they are on the list, then I will not continue the flow to call the "Add Contact"
Accessing the results of a Zoho Survey response in Zoho Flow
Hi there. When I wire up a Zoho Survey as the event in Zoho Flow, the survey data is contained in a string of values called 'survey.' I am trying to obtain specific value from this the 'survey' string for use in following Flow steps. For example, in the Zoho Survey I have a field called 'email' and I wish to use the value of that email field as the 'To' entry of a send gmail aciton in the flow. How can I access the survey form fields and their values in Flow? Best regards, Joe
Search for Name in Zoho CRM with Flow
I created a custom function where I am trying to search by First Name using: CustomerRecord = zoho.crm.searchRecords("Contacts","(First Name|=|Alexander)"); and I keep on running into an invalid query error. Any suggestions?
Egnyte Integration
It would be great to have an Egnyte integration. There is an extension for ZohoCRM with Egnyte but its use is limited. An Integration with Zoho Flow would be much better.
Zoho Books Actions & Triggers required
Hi, is it possible to get the following added to Zoho Flow, please: Triggers: New customer payment New recurring invoice Updated recurring invoice Updated customer payment Actions: Fetch recurring invoice Update recurring invoice Thanks Anna.
quicbook integration
Will be asking again, but need that quickbooks integration added to flow.
Zoho CRM - MailerLite
Hello! I have a Zoho CRM user client and using MailerLite as email marketing software, is it possible to synchronize a customized CRM view in a list of subscribers in MailerLite with Zoho Flow? Thanks and regards
What is the Post ID
Creating a Flow between Zoho Forms and Zoho Connect to create a comment to a group when a new form is submitted. Looking for more information on what the Zoho Connect required Post ID, Unique ID associated with the post is. From there, how or where I obtain it to complete the flow.
Wiring up flow diagram
Hey folks, Banging my head on this one. I have a very simply flow. The trigger is a Zoho Form, which then uses the create / update CRM integration to update the customer record, add two notes to the record, and then it should connect to a decision to determine if the user should get an email from us. However, every time I try yo wire this (and they wires do connect correctly), after saving the wires after the second action are removed. This happens every time, despite applying the changes. Any
Error creating Account from new Contact
I'm on the ZoHo One trial. The platform is obviously powerful and well thought out, but I am having trouble here. I'm a solopreneur and finding the Flow documentation sparse on details at best. I'm trying to create a flow that automatically creates an account when a new contact is created in ZoHo CRM. My company deals with both business accounts (I bill the company), and individuals as accounts (I bill the person directly). When I attempt to test the flow "New Contact" ---> "Create or Update Module
Creat a note to contact in zoho crm with flow
I would like to create a note to a contact in Zoho CRM with flow. Trigger > update creat/update contact (to zoho crm) > ????? (creat a note to write informations from the trigger. Do you know how to do that? Thank you.
Adding Trello card from Notes in CRM
I would like to create a flow where a Trello card is created based on the Notes module but can't see this as an available trigger.
Setting a variable to the current date
Does anyone know how to get the current date that a flow has started on? IM trying to create a flow that triggers quarterly and the only options are daily, weekly, monthly, or yearly. I'd like more control over setting schedules for flows. Right now it seems like the only way to achieve a quarterly flow is to make a monthly one and check if the month is one of the quarter months.
Flow with Projects
Hello, Our Projects have very repetitive tasks and so we have milestones and task lists setup, we don't want anyone moving forward if something listed hasn't been done. I have a workflow that automatically creates this project template when a deal reaches stage Won. Now - I need to make sure that all of our team is reminded in every way possible by Zoho that tasks are not being done and are late. Can Flow help in this way - Can we get it to post to - personal to-do tasks to Gmail Calendars? - feed
Jotform integration
Hello, The Jotform integration does not seem to work. I have connected the API and it tests OK, however when I try to select a form from the form drop down the only option I have is to choose form.
Zoho Checkout and Zoho flow integration
Do you work to integration between zoho checkout and zoho flow... It will be very great... ??
Alexa
Good morning Alexa, are you going to connect with Zoho Flow in the future ? ;)
Decisions Left Right Down
On a decision 3 connections can be used to other elements. Is Right always true, Left always false? When would a Down connection be triggered?
Error Creating Task in ZOHO CRM using ZOHO MAIL as Trigger
Hi, we need your help... We want to automate a Task creating, using content of an email. If I received an email in ZOHO MAIL with a given subject, then it must create a task associated with a sales order in ZOHO CRM. It has only 2 simple steps. But only 1 work, second one doen´t it. First Step: Zoho Mail New Email Matching Search Second Step: Create Module Entry We received this error [{"code":"INVALID_DATA","details":{"api_name":"$se_module"},"message":"invalid data","status":"error"}] We are using
Create Zoho CRM task if no sales order for x days
Hi All Hoping you guys can help me out with this flow. We want to create a flow that assigns the salesperson a CRM task to call a contact if they haven't ordered for X days. Zoho books invoice trigger If no new invoices for X days for that contact create zoho CRM task for the salesperson * if new invoice is created, the delay is reset
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