Permission ID for Updating file or folder sharing permissions
Hi there, I am currently trying to set up a Flow where I created a DocuMerge file and store it in my workdrive. My next step is to change the permissions of the file to be shared with my organization so people who click on the permalink of the file can
Zoho Flow and Woocommerce Custom Checkout Field Meta
We have a custom checkout with custom fields. The plugin works with Zapier and when you link Woomcommerce you can see all the custom field data. Using Zoho Flow only shows the standard Woocommerce meta data and none of the custom fields. I wonder what
Limited Google Tasks Integration
When using Flow you only have the ability to add a task name but not the Due Date or Notes (Description). It's strange because the information is clearly available from ZohoCRM but your Google Tasks integration is limited to the Task Name field only. Please fix this. A task without a due date is useless.
How to include amount from Zoho Analytics (or Zoho Books) in email
An email is sent from Zoho Flow. I would like one dollar amount to retrieve based on customer ID. The dollar amount is a sum of time entered x respective rates. This amount is available as two column (customer ID / total amount) report in Zoho Analytics.
Avoid triggering flow more than once on the same CRM module record
New to Zoho Flow here! I have a flow set up to post to a slack channel upon trigger [ Updated Module Entry, Filter Criteria: field X equals value Y ] on a deals module in Zoho CRM. I want to avoid multiple posts to Slack if additional changes in the
Zoho Flow sync Zoho CRM Meetings with Outlook shared calendar problem
Hello, I'm trying to sync Zoho CRM meetings with a shared Outlook calendar through Zoho Flow. I can create an event in Outlook calendar, but I can't update it when a Zoho meeting is modified. I keep getting the following error: Outlook says "The OData
How to delay a flow until a crm deal is (automatically) created
HI, I've the following process, which inludes a flow. - a zoho Form is submitted (containing fields and uploaded files) - Fields are push to a deal in CRM - Files are pushed to zoho Workdrive When the files are uploaded by Forms, a zoho Flow is triggered.
connect GoogleDrive with WorkDrive
Hi, I started creating the flow for the connection between google drive and workdrive. The flow must copy in real time the file that is uploaded to google drive. If I go to Folder Information and copy that ID you tell me invalid ID. Where do I copy the
Foreach logic in flow
Hello, is there a way to create a foreach logic in Zoho Flow? I'd like to do the following. When a record is updated: take a string from a specific field of that record (a list of full names separated by commas) for each full name, fetch the corresponding
Why forcing mandatory fields when updating module entry?
Something that's causing me trouble and is resulting in not being able to optimize the use of 10 allowed Workflow rules when creating Flows for Books: forcing mandatory fields to be updated when updating module entry, Invoice in particular. My case: we added a custom fee in "Contacts" in Books named "Reseller". Then, we created the same custom field on Invoices. The Flow I'm trying to build would be to update that field on Invoice when an Invoice is either created or edited by fetching it from Contact.
Accessing Data for a flow
Hello - I have a field from a trigger that returns this date when I look at the test data: "contacts": [ { "emails": [ "xxxxxxxxxxx", "xxxxxxxxxxx", ], "lastName": "Chandler", "firstName": "Joey", "name": "Joey Chandler", "answers": [ { "question": "Phone",
API zoho Forms
Hi, are there an api for zoho forms? We would like to integrate it with our applications.
Flows Currently Being Queued for a LONG Time
As also reported in the thread below, we too are having a number of Flows stuck in Queued now - some for over 1 hour. Clearly this there is a problem with Flow that is impacting multiple accounts. Yet the status.zoho.com for Flow still shows fully operational.
Support for Gravity Forms someday?
WordPress has a large user base and along with that, many use a plugin called Gravity Forms to collect data. It would be super-awesome if there was a Zoho Flow integration that would allow us to move data into other Zoho apps like Desk or Reports. There is an add-on specifically for Gravity Forms that integrates with CRM, but I need Desk. Thanks, Jeff
Custom function in Zoho Flow to use Zoho Analytics API to sync data between Zoho Analytics and Zoho Desk
Hello, I want to use Refetch ata Endpoint: https://<ZohoAnalytics_Server_URI>/restapi/v2/workspaces/<workspace-id>/datasources/<datasource-id>/sync In Zoho Desk, we use the Zoho Analytics integration to synchronise data from Desk to Analytics. Since we
Flow - Function problem
I have spent days trying to get this to work, but I cannot get it to work. I have a flow that triggers on a zoho form submission. This form has a field called "Employee_ID" on it. I need to fetch the creator record and retrieve the record ID so I can
Zoho Leave API invokeurl returns error code 7019 "Missing parameter(s) in the request"
Hi, I executed this in Zoho Flow to update a Leave Record in Zoho People :- ======================================== UpdateLeaveRecord = invokeurl [ url :"https://people.zoho.com/people/api/forms/json/leave/updateRecord" type :POST parameters:UpdateRecord.toMap()
UnParsable Date From Zoho Calendar
Hi, I'm trying to send new events created in Zoho Calendar over to Todoist and have an issue with the date format in Zoho Calendar. The Date format Todoist needs is 2016-09-01T11:00:00 Zoho calendar date looks like this: 20190612T160000+0100 I'm trying to use the following to convert the date: string ConvertCalendarDAte(String CalDate) { result = CalDate.toString("yyy-MM-ddTHH:MM:SS"); return result; } The error is get is : UnParsable date at line number 3. Resolve the errors and try executing it
The Commerce New Order trigger doesn't provide the Email Address or Company fields
Hello, While there are other ways of getting at them, it would simply things streamline certain flows if the "Company" and the "Customer email" fields were both available directly from the Commerce New Order trigger. Both are also absent as an available
Zoho Finance DELETE Scopes in Flow Connections
When creating Flows related to Zoho Finance data, a big, missing piece of API Connections is the DELETE scope. I cannot use Deluge to delete anything—records, attachments, etc. I am "not authorized" to perform that operation, even when I select "all triggers/actions"
Zoho Forms availability in Zoho Flow
What determines if a zoho form appears in the list of available form in zoho flow? I have a form that is not showing.
Fetching ALL data (including custom fields) from Zoho Connect trigger in Zoho Flow
I have a Zoho Flow that is triggered whenever a task from a specific board is closed in Zoho Connect. The task has several custom fields. In Zoho Flow, I cannot see a way to access these custom fields, even though the data *is* in the triggers output.
Expected input type in date
Hi, the date format in my country is dd-mm-yyyy and even though I have set that as the default in each zoho app I use, they all still seem to want to use yyyy-dd-mm. I have a date that is entered in a date field in Zoho Forms in dd-mm-yyyy when it is
Automation to, as soon as Z_Books generate a sales order from Z_Commerce, Z_CRM generates a Deal.
Hello there, let me explain my need, when a client submits an order in Zoho Commerce, Zoho books immediately creates a Sales Order. What I want to do is make Flow that starts automatically a Deal in Zoho CRM every time that a Sales Order that comes from
Zoho Inventory // Lineitems from sales order
Hi There, Hope I haven't missed something obvious (as a newbie). When a sales order is created, I am trying to loop through the line_items and then trigger a fetch product to search for item (based off the line_item_id) and see if it is a composite
Can't connect HubSpot in Zoho Flow
Hi there, I was under the impression that Zoho Flow supports HubSpot connections. I'm failing to create the very first step in a basic scenario for a customer of mine (moving on from make / integromat). During setup, after OAuth authentification, I'm
How can I clear out a value in a field or set it to null using Zoho Flow?
Hi I have a trigger that sends Zoho Leads to my Zoho Flow. I want to update a field in the Lead by REMOVING any value that it has in it. I want to set a particular value to null. I' using the action of "Update Module Entry" but have not been successful in removing the value. I know I can override it with another value, but that is clunky for me. Is there something I'm missing? If I leave it blank in zoho flow then it retains its current value. Please help.
Code or function to add estimates from Books into a list in Deluge
I'm probably stating this wrong, but I have branches in my zoho books - my materials handling platform send me completed transactions by a webhook, and I need to find a way to match the customer and Facility/branch before I can put the transaction to
Azure DevOps - Detect when work items was deleted
Hello, the Azure DevOps integration for Zoho Flow offers the following triggers: Work item created Work item updated Code pushed Build completed I now face the insurmountable challenge of responding to work item deletions. When an item is deleted in Azure
How to trigger Zoho Flow when AR Aging is beyond a number of days in Zoho Books
How do I create a trigger that would check every day or week to see if an invoice in Zoho Books has not been paid?
Zoho Flow Configuration Management (or lack of it)
Hi All, We use Zoho Flow to automate quite an elaborated process involving Zoho CRM and other systems (e.g. a payment gateway), therefore the flow is pretty large and complicated. The problem we have is one of a Configuration Management (or lack of it
Inviting a student to a course Trainer Central - server error
Good day I have a flow that ends with inviting a customer to a course in Trainer Central. It fails after some time with a server error. Can some one help with ideas on how to resolve this? See the attached document for the input and outut reports. Regards
Zoho Sign document upload to Zoho Recruit using Zoho Flow
I am wondering if it is possible to take a signed (contract) document in Zoho Sign and upload it to a candidate record in Zoho Recruit using Zoho Flow? The trigger for the workflow would be the document being completed (signed by all signees). Any help
Teams- Unable to Authorize Null
Hello, we are trying to use the Microsoft Teams connector to create a Teams Channel when triggered, however when we are prompted to connect Zoho Flow to teams and complete the login to our O365 tenant, it produces an "unable to authorize null" message.
Use Flow to create spreadsheet for last month's project timesheets and email to customer automatically.
Hi everyone! Is it possible to create a spreadsheet of Zoho Project timesheet entries of the previous month, for a specific customer and have that spreadsheet emailed to the customer automatically? The first thing I am stuck at is how to fetch all timesheet
Assigning account owner for form created accounts
Hello, Currently, we have 3 different Zoho forms that are integrated with Zoho CRM. These forms are integrated with the Accounts module to create a new account upon submission. The issue is that all of these accounts are getting assigned to James, but
Sending a PDF as an attachment triggered by Flow through Desk
I currently have a Flow that is triggered by a webhook and retrieves both the link to a pdf and the pdf itself using invokeUrl. I am trying to send both the link and the pdf (as an attachment) by the "Zoho Desk - Send email reply" function. I have managed
Generating a list of actions
I have a number of jobs I want to do through scheduled reports but I'm not sure how to start. As an example. I want to do a weekly check for all Deals that haven't been actioned in X amount of time. I know how to create a custom function to generate that
Zoho Desk "Send email reply" function attachment IDs not working
In Zoho Flow I am using the "Send email reply" function to reply to customers with an attached invoice. I use the connection with Desk to update the ticket with the attachment and get the id as a response. I then put this id as I have got it from Desk
Trying to trigger zoho com module from Zoho books invoice
We would like to have a module in our CRM that shows only certain purchases. In our case salt that customer purchase on a regular basis. Introduced myself to flow and setup a rule that the invoice line item must be one of three things- Great. Next create
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