Is there any way to trigger workflow whenever user add a Note in CRM
I want to trigger a workflow whenever user add Note in the related list.
ERROR CODE 554 - rejected due to spam URL in content
Hello, I'm attempting to send an email to a customer support staff member. We've already had quite a bit of correspondence from these same accounts, not sure why this error would come up? Do I now need to whitelist this email address (and how do I do
Can I have a custom "USER" field created in "Contacts" to be selected in a Deal Blueprint Transition
I have created a custom user field in the Contact module which I would like to be captured by a Deal Blueprint. However, the user fields do not show when adding transition fields in the deal blueprint. Is this possible?
SPAMCOP 136.143.188.16
Spam cop continues to block this IP. Its gets delisted...then days later re-listed....over and over
Email Not Going Into Inbox
Hello, I realized a couple days ago that emails are not being sent to my inbox. I can't login into my accounts due to my email being attached to them and can't be verified. I need to send out a big project by tonight.
Mail Merge fails on the email stage with error code 1003 when called via API
I am trying to create an automated Mail Merge that executes when a specific field in a Zoho CRM record is updated. The mail merge attaches the merged All goes well until it reaches the email stage and gives me an error 1003 on the progress page. The file
Can CRM Blueprint Transitions force a manual email like Zoho Desk can?
I want to force my employees to send a email in order to proceed to the next stage of a blueprint via transitions. The mail can not be automated as it requires manual intervention. Thanks
Automatically create a deal
Hello, I would like a help how to create a new Deal automatically when a new account is created. In my company process as soon as a new software trial is applied a new account is created. So we do not manage so much the lead module. Please help me because I have already researched and I did not find any way to solve it. Thanks PC
HTML Email Templates
We would like to send branded HTML emails from Zoho Assist which match our company branding and other email templates in the business. At the moment we can only send basic text email templates when scheduling sessions etc. Because of this we are often
Integration
Can Zoho noted about to get an integration with Dext? I believe will be helpful at least in UK. thanks
Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
I have this email admin@wajahatirfan.com, but I couldnt send outgoing email. Can you please help?
Zoho Desk to Zoho Creator
Hi Zoho Team, Do you have a sample code to link ticket records from Zoho desk to creator because our team is trying to automate the form and one criteria that we would like to test is by a trigger event - input by user. Example: Ticket Number search then
Fetching Sub Folder with Deluge
I have written some script in Deluge to fetch a folder dynamically via a custom module, then save a merge file in the folder from the deals module. I have that running perfectly now. The problem is I actually want to save the file two levels deeper in
Digest Janvier - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Ce premier mois de l'année est déjà terminé, voyons ce qu'il nous a réservé. Dans la série en cours sur la communication et la collaboration avec WorkDrive, le répertoire central de vos documents et de ceux de votre équipe,
How can you report timesheet entries for projects showing the Invoice number they were billed through
I am having great difficulty in finding how, from within BOOKS or ANALYTICS, I can get a report of all the timesheet entries against a client/project etc in BOOKS that not only tells me that the time entry has been approved and invoiced but shows me the
Focus Group webinars - Emails in Zoho CRM
Emails in Zoho CRM always go hand-in-hand with sales processes. From sending basic emails to a lead, to setting up entire mass email campaigns through Zoho CRM's integration with Campaigns, you can do it from a single space rather than having to switch
Zoho Creator - [Free Webinar] Creator Tech Connect - Integrations in Zoho Creator
About Creator Tech Connect Series In Creator, when we have to handle a complex business logic, we solely depend on the combination of workflow and deluge scripting. To develop those business logics effortlessly, you have to know the technical nuances
Update 1 field on all Accounts on an hourly basis
I have a field in accounts, relabeled as "Docks", that I would like to automatically update for every record in "Docks" every hour. The field, "Current Lake Level", is then is a part of 2 formula fields also in "Docks" that show how soon a dock adjustment
Zoho Creator - [Free Webinar] Learning Table Series for HealthCare
Hello everyone! Cheers to more shared successes in the new year! The beginning is the most important part of the work. With this New Start we are taking the Learning Table series to the next level. About Learning Table Series We have different user base
"Puvi" is here for Zoho CRM
Dear All, We hope you're doing well! We're here with an exciting UI enhancement to Zoho CRM's typography. Let's dive right in! Puvi is a homegrown font type developed by Zoho a couple of years ago. "Puvi" (புவி) is a word from an Indian language—Tamil—that
Early access for Team Pipelines: Bigin's next big update to transform the customer-facing operations for small businesses and teams
Dear customers, Are you ready to check out Bigin's most exciting new update? We're absolutely thrilled about this announcement! Say hello to Team Pipelines - pipelines that unify all your customer-facing operations in one platform. What's this new
Dynamic Content - code for altering the the mobile view format?
Hello, I run the site for a public speaker. The person previously in my role had more coding experience than I do, and created a page on the site that using a Dynamic Content box to draw from Zoho CRM to list articles that we've published. Here is the
カスタム関数：郵便番号を元に住所情報を更新する
対象タブは見込み客、連絡先、取引先の3つでございますが、 各タブでカスタム関数が所々異なっております。ご了承ください。 見込み客編 引数 recordID = 「見込み客」の「見込み客のID」 zipCode = 「見込み客」の「郵便番号」 関数の内容 zipRes = getUrl("http://zipcloud.ibsnet.co.jp/api/search?zipcode=" + input.zipCode); prefecture = zipRes.executeXPath("/root/results/address1/text()"); city = zipRes.executeXPath("/root/results/address2/text()"); street = zipRes.executeXPath("/root/results/address3/text()"); mp=map(); mp.put("State",prefecture); mp.put("City",city); mp.put("Street",street); resp = zoho.crm.updateRecord("Leads",recordID,mp);
Merge and Send
I have a custom function that uses zoho.writer.mergeAndSend it has been working for months and in the past few days it has stopped working is there an issue on the Zoho side that may have caused this? I have tried revoke and reconnecting the connection,
About Campaings Contact
Hello, We want to chance our campaings contact list our Zoho crm contact. I see the picture below. Could you help us? We want to add our account.
Zoho Campaign to update client about new post on wordpress
Hi Guys, Are there a way to send a notification by email to my client contacts (maybe a specific list) when a new article (post) are published on my Wordpress website?
Zoho Form Premium suscription - how to merge user info from Zoho Directory to Zoho Forms Reports
Hi. We want to merge the info in the forms submited by our private users, with some of the fields completes in Soho Directory (for example with name, surname, and other personalized fields we create in zoho directory). In report entries we can't add aditional
How to display hyperlink field value as a word/title rather than entire address in report view?
I have a hyperlink field in a form populated with: https://www.media.carolinasoul.com/ebayAudio/ActiveAudio/3586755a.mp3. How do I display this value in my report view simply as "Audio"? https://www.media.carolinasoul.com/ebayAudio/ActiveAudio/3586755a.mp3
Zoom Phone SMS / Zoho Desk Integration
Are there any plans to integrate Zoom Phone SMS with Zoho Desk? We'd love to be able to offer SMS support and if a ticket was created when an SMS was sent to a Zoom Call Queue, we'd be slightly closer to heaven.
Force agents to select category
Hi, When our agents create a ticket, they have to assign a category where it is mandatory, however, a lot of our customers email in support tickets, at this point, Desk doesn't force our agents to select the category. Is there any way in which we can
Why can't I merge two contacts
I'm trying to merge two contacts, and the message said: 'Cannot merge child contacts who were added as Help Centre users'. What does this mean? How do I change the contacts so I can merge them.
Run schedule on the last day of the month
Hello, you can repeat a schedule every month on a specific day... However, some actions must always be run on the last day of the month. What can Isay about this, essential feature... too bad that it does not yet exist :(
Customers Updating Details Allows for Document Uploads
This is crazy. If you check off to allow customers to edit their info, it ALSO allows them to upload documents. The tooltip says: Allow customer to edit their information in the portal Your customers will be able to edit their basic details, such as their
How to trigger Webhook when record has changed?
Hello, I am trying to send a webhook when certain fields in a contact have changed. I know that I can send a webhook with a workflow rule. However, the number of fields in a contact that should trigger this workflow rule exceeds the maximum number of
Eliminare tutte le attività in massa
Salve, il mio account ha più di 9000 attività in corso come faccio ad azzerarle? Grazie
Pass values from the current form to a function before submitting the form
Hello, I want to pass the values from the current form BEFORE it is submitted, i.e. it doesn't have an ID yet. Is there a way, apart from manually passing each field value (or creating lists or maps, etc.)? Thanks, Fidel Martín
I get an error "required field not found" .
"code":"MANDATORY_NOT_FOUND","details":{"api_name":"Last_Name"},"message":"required field not found" I am getting such an error. The error also states that the Last Name field is empty, but I'm not sending an empty value. This is how I send it.I don't
Add Rows to a SubForm Using Deluge
I got a form called Invoices with customer data and a subform that contains the fields: product, qty, price, subtotal. I also got a lookup field on the form used to lookup a quote number, so when I choose the quote number, the Invoice form is filled with the customer data and the subform is filled with the products data (product,qty,price,subtotal) present on that quote. I had read (post of 3 years ago here) that is not possible to fill data to a subform because only the first row is filled (in fact
Blueprint - Allow multiple transitions between two statuses
If I have Status A and I want Transition in between Status A and Status B, why can't I have more than one transition between those to Statuses? What I want is to have different conditions in each of the transitions. If specific criteria is met for 1st
Webhooks are not firing on Job Opening Create or Edit event
Im trying to set up webhook workflow for Jon Openings and my config is: 1) Execute this workflow during a Record Action. Create or Edit 2) This rule will be executed for all records. 3) Instant Actions. Webhooks. Job Openings Created/Updated. And when
Next Page