Zoho Flow converting leads when Woocommerce Web order placed
So we have SalesIQ running on our site which captures leads when an email address is entered. We also use Zoho Flow to create a Contact/Account and Deal when a web order is placed. I'm having trouble getting the flow to look up that Lead and convert it
Get Related Contact ID in flow triggered by Deal Stage update
I have a flow where when the Deal stage is updated to a specific stage, I want to use Zoho Flow to trigger follow up emails to the Contact associated with the deal. How do I fetch contact, what do I enter in the Contact ID field in order to find the related contact?
Slack Zoho Desk integration
Hi, I've created a flow which creates a new ticket in Zoho Desk if someone sends a message within a specific Slack channel. I want to include the user's name in the subject line. However, the variable UserId only includes a id like UAE194403. How can
How to create subfolder in a folder just created through flow
Through Zoho flow i just created Folder A. How in the same flow do reference Folder A to be the parent folder for the subfolders I want to place in it?
Creator to Writer Template Merge - Image field not visible for mapping
I have a Creator form field that holds an image. I made a flow that works when a new Creator record is created. I add Writer to the Flow and specify a Writer Merge Template that has Image fields. These image fields will capture the image coming from Creator
COQL , it's possible to use inside flow?
Hi Team! I have a question, is it possible to use COQL inside a custom function in flow? I don't see it very clear that it is possible, unless I'm wrong. I have to search for deals associated with a contact under two criteria and not just one, which is
I can't get my custom fields from my cpt on wordpress
Hello! When I create a flow that pushes data from google sheets to wordpress cpt I can't get the cpt fields I created using jetengine? How do I do this?
Custom function with more a lot of parameteres
Hi, I have a zoho form with around 100 inputs, so in the zoho flow I would like to have a function to process this data. However, I could not find a way to provide all the data in just one parameter. When I try to create the function, I have to put all
Format for Custom Data Field
Hi there. I'm trying to update Zoho CRM when a new contact is created in Fluent CRM. I'll eventually move everything into Zoho directly, but in a time crunch right now. I have added the necessary fields in the CRM contact module. I was trying to map them
Zoho Flow / Microsoft OneNote : Integration Issue Error code 40004
Hello, Since yesterday, the Flow / Microsoft OneNote integration seems broken. It is not a pb of account or pasword. It works with other Microsoft o365 tools like Excel etc... Here is the error message : Has something changed on your side ? Thanks
Zoho flow
Hi, I try to use postToUrl function I managed to use this function with one parameter in variable DataToBePosted. But what is the syntax for several datas ? Actually , I have an issue
Use email parsing to create note on new lead
I'm using the email parser to create a new lead in Zoho CRM whenever we receive a contact form submission from our website which is more or less working well, but I would like to find a way for it to also create a note under that new lead with all of
Help with a developer of Zoho Deluge function
Good afternoon, community. I hope you're all having a great day. I have two issues that I'm hoping to get some guidance on: I'm using Zoho Flow to create a record in a Zoho CRM module based on responses from a Zoho Form we send to clients. One of the
Transfer ZohoFlow Connection from user to Admin
We need to deactivate a user however they have the ZohoFlow connections assigned to them. How do these connections get transferred to SuperAdmin so we can deactivate the user without the flow disconnecting? Surely there should be a super admin setting
Pick Domain name form an email address in Zoho Flow
Hello, I am trying to create a ticket flow and would like to pull the domain name from the email address and search it in the customers field in zoho desk and then provide the rest of the customer related information in the ticket.
How to fetch an Account's associated contact in Zoho Flow?
Hi, How can I fetch the associated contact of a Zoho CRM account in Zoho flow? E.g., I want to get the first/last name, email, and phone number of the main contact for an account. Fetch Contact and Fetch Account don't have a common field to search based
Log Desk Time in Projects
Hello, I need to create a flow which pulls ticket time entry and enters that into the account associated project. There are a couple key steps missing from certain flows that seem to be holding me up - Particularly, Ticket ID. I've tried Time Entry created
Calendly - Meeting Not Updating
Hi, I want to Calendly meeting information stored in Zoho CRM. I am using Zoho Flow to integrate with Calendly & Zoho CRM. Step 1 - Trigger from Calendly when an invitee creates new meeting Step 2 - Create /update Contact into Zoho CRM Step 3 - Fetch
Urgent! Troubles with Leads creation CRM
Hi Team Ultravision (org58377049) has not received any Leads from today 28th Feb. (03:00++ CET time). how do we know something is wrong? Our flow function CrearLeadXalianza that today we should have at least 20 created Leads but instead crm shows only
Connecting Zoho Flow to Azure Devops
Hi, I am trying to connect Zoho Flow to Devops so I can work with dev work items and tickets but when I try to connect I get the authorisation box I click approve and it seems to go through but then in Zoho flow I get a message saying.. Azure DevOps says
Zoho Desk fetch Related Products (products related to the Account)
When working a Ticket in Zoho Desk, Our Agents need to easily see what services the associated CLIENT/ACCOUNT has. This information is in Zoho Desk, but it's buried 3 clicks deep. The best workaround I can come up with would be to add a custom field "Clients
timed execution
By applying a tag to one or more CRM accounts, Zoho Flow is started by sending webhooks. my flow, using some information from the CRM record, searches for some information in the Zoho Analytics tables and then reports it to the CRM itself. The problem
Webhook actions
Is there a way to have an action to an external API that is not supported. (i.e. a webhook action instead of just a trigger) For example, I want to create an action that will PUT or POST to a CouchDB database whenever there is a submission on Zoho S
Is there anyway to import Clients from Zoho CRM or Projects from Zoho Projects into Zoho People via API or Zoho Flow?
Is there anyway to import Clients from Zoho CRM or Projects from Zoho Projects into Zoho People via API or Zoho Flow?
How do you make an existing client of a project the primary client in Zoho Flow?
How do you make an existing client of a project the primary client in Zoho Flow?
Is Zoho Flow no longer a support product?
I opened a ticket over two weeks ago and it hasn't been addressed. Does anyone know if Zoho Flow is being cancelled or if they have any plans on fixing it?
Bug: Zoho Flow > Zoho Books > Action: Update Recurring Invoice > Project IDs
The Project IDs field on the Bug: Zoho Flow > Zoho Books > Action: Update Recurring Invoice form does not work. I can update other fields for the same recurring invoice without issue. When I try to add a project that belongs to the same customer as the
Cliq to User in Flow
Flow/Cliq presents only Cliq OrgAdmin users as valid recipients of Flow-initiated Cliq message. Flow presents an incomplete list of Cliq Users. We have 30+ One licenses and all of them use Cliq on a daily basis. I need any/all to be valid. How do I get
Need Zoho Social as an app with appropriate actions in Flow
Need Zoho Social as an app with appropriate actions in Flow.
Is there any other way to sync leads from wordpress elementor to zoho crm than Zoho flow?
Is there any other way to sync leads from wordpress elementor to zoho crm than Zoho flow just in one go? The problem with zoho flow is that you need to create flows for each forms and if any new form is added on website and team missed to create the new
integration with teachable
Hi there - we use teachable for course delivery, please make a flow to integrate with them!
Update a Checkbox
I created a Flow that triggers when we transition a Deal to an Onboarding stage. The purpose of the Flow is to make sure the Account and Point of Contact exist in Desk and create them if they do not. It also creates a Desk ticket and a Project in Zoho
Zoho Flow API
Hi, are there an api for Zoho Flow? We would like to integrate Audit Logs, Flow settings and the list of Flows into our systems.
Fetch Contact removing trigger values
Hi all, I have a Flow set up that connects Elementor Forms with Zoho CRM. I have also set up Google Ads tracking between Ads and CRM. Because you can only input a value to the GCLID field on create, I had to amend my flow to check for a record's existence
Zoho Flow - Incoming Data
Hi There, I am wondering how to retrieve specific data from an incoming form in Zoho Flow 1) I have connected a form to zoho flow 2) Output looks like this 3) How do I get only the email address from data --> newsletter form? so I can add the contact
Idea to improve the Information Design of "My Flows"
Add custom value for eventID
Hello, Using Flow, I like to fetch attendee from the given eventID. But I can't find a way to use the value in the list of event. Please add custom value as it's possible for otherapplications like CRM. My goal is to fetch all attendees of that event.
Digest by Zapier Equivalent for Zoho Flow
Are there any integrations that work similarly to Zapier's Digest that store trigger data into lines that can be delivered on a schedule.
Inquiry Regarding Automated Assignment of Zoho TeamInbox Messages using Zoho Flow and Deluge
Hello, Our company is currently using Zoho TeamInbox, and we are interested in automating the assignment of responsible parties using tools such as ZOHO Flow and Deluge. Is it possible to achieve this? Allow me to provide more details. Currently, when
Display year in versions date
Hello, I'm discovering flows from a client, and see that there are a lot of updates. However from the date, I can't see which year are the modifications have been made. I know for sure this were made years ago. Please add complete date and not only month
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