Shopify — Zapier — Bigin. Attach Items to new order
I have set up the integration through Zapier. When I receive a new order in Shopify, a deal is created in Bigin, and everything works correctly. But I can't understand how to add products from the Shopify order to the deal in Bigin. Can you help me with
Last month filter logic is wrong
Hey, when creating a filter to track revenue in the last month, it seems it's impossible to select a period of last calendar month. Only option right now is to make a custom period which then has to be changed every month... When selecting this month,
決済履歴の確認方法を教えてください
zoho campaignを使っています。 確定申告のために、zohoに支払った金額決済履歴をみたいと思うのですが、どこで見たら良いかわかりません。 お手数ですが、決済履歴の確認方法がわかるかたがいらっしゃいましたら、教えていただければ幸いです。
Modifying tracking time
Hi, In Zoho Projects we have an option to track time in task. Sometimes there can happen user mistakes, for example someone end a work day and go home without turning off or pause time tracking in task. After that next day there is dozen of hours spent
Where is the technical documentation for setting up webhooks?
Hi, I want to setup some webhooks from ZohoBooks to my server. Where can I find the technical documentation for webhooks? I need details like, What is the expected response to mark a webhook as success? Threshold response time before ZB marks a webhook
Extract value from Calendly "questions_and_answers" array
Hello, I'm trying to extract the value of an answer collected via Calendly. When creating my workflow, I get these data from Calendly: { "event_updated_at": "2023-01-09T16:01:57.821354Z", "event_type_slug": "visita-la-nostra-scuola", "reschedule_url":
Attachments in Invoice
Can all the attachments with Estimates/SO can be forwarded/attached while generating invoice
Intra Company Invoicing & Cost Allocations
Hi, We are present in three states and have Head Office in one of the state. As per GST, we need to allocate costs of Head Office to different branches in the state. If we raise invoices for each state within Zoho Books, the revenue & expense figures
Update a related module field when opportunity stage changes
Hi, I have a related module named Jobs -> Job_Log I would like to add a custom function to a blueprint so that: > When opportunity stage moves to 'Build Scope' > Associated Jobs in that opportunity have their 'Scoping_Status' field updated to 'Being Scoped'
Recurring problem with Zoho blocking a user's email from receiving internal notifications?
For almost two years now, every few months, a user email address gets blocked by Zoho. The painful business consequence is that the user does not receive @mention email notifications. Sometimes several days pass before another user notices, by which time,
How do I add external email accounts?
Good Morning everyone! I am still racking my brain about this Zoho email and my accounts. Possibly someone can help me out. I use and subscribe to Zoho Email I also have the desktop version, mostly use the web based. I have my Zoho email address that
Can I use client script to filter lookup field?
Hi Support, Can I use client script to filter lookup field?
Scheduled Function not working
Hello Within the "Vendors" module, I want to create a scheduled function so that the Certification Status updates based on ‘todays’ date relative to the cert expiration. So for this example, I am working on Supplier Profile. This particular vendor has
Multi-Select Lookup Fields in Zoho Inventory
Hello fellow Partners and the Zoho team, One of the big problems with Zoho Inventory is that it does not have multi-select lookup fields. Here's the use case. Say we have a wholesale company that wants to distribute products across some store chains.
Submit multiple forms in a page with one click
Hi ! I'm trying to submit multiple forms within a page with just one click on submit. Is this possible ? Thank you !
6-Month Automated Campaign Follow Up Series - is Workflow Best?
In my previous CRM, I was able to start a Campaign and have follow ups automated for several months based on "Opens, Clicks, Not Opens" and then continued follow ups based on those actions....spanning out over 6 months. 1. Is Workflow the best way to
Zoho Campaign Limit Storage
We want to increase the Zoho Campaign limit, however we are not able to see any option nor any Add on option to increase the limit as you can see in the below attached screenshot. Please can anyone assist on resolving this concern? It is a bit urgent.
invokeurl marinetraffic
Hello friends. I can't find the error in this call, and it returns "null". Does anyone know what could be happening? I have tried the call writing it by hand and it works perfect. Obviously XXX to not expose the API key. // API key for PS07 Single Vessel
Zoho Assist & Unattended Access are not working
Since 01:45 PM IST, zoho assist & unattended access are not working. Kindly look into this on priority.
Is there a way to show Contact fields on the Ticket details view
Hi, I would like our agents to see Contact's custom fields right in the Ticket details view. Right now they need to click through to the Contact details to see. Is it possible?
changing the subscription confirmation email
Hi there, where can I change the template for the email the subscriber receives upon subscription? Can't find it anywhere.
How I getting started with making of Zoho Cliq bot
Can anyone share resources to learn building Zoho Cliq bots
"Send email as" not work
Hi team, First, I was able to solve the problem that I wrote about above, the problem was due to the lack of update of the SPF credentials. Emails arrive safely. Now there is another problem. I currently use ZOHO MAIL services on the MAKE platform (formerly
Creating a new WordPress post and feeding data to custom fields (ACF)
I have created a flow that creates a new WordPress post each time a new account is created within Zoho CRM. What I need to do now is have the data from the account fields sync across with it into the relevant ACF fields in WordPress. Looking around, it
How o configure shared mail folder (on office 365) to create and send tickets
Hi guys, I'm having trouble configuring the shared mail folder to forwarding email to Zoho desk. I configured the shared mail folder to forwarding the email and I created a policy ant-span, but when outlook tries forwarding the email, outlook returns
No Records Found - Related List
Hi there, In the Zoho CRM, under the Deals Module, I would like to associate an invoice to the invoice related list found in a deal. However, the related list says that there are no records found where in the Invoice module, there are plenty of invoices.
My domain is already associated
I wanted to register a domain in zohomail but a message appears that it is already connected to another email, how can I solve it?
Converting Quote to Invoice doesnt show on invoice module on Deal page
I am working on Deals in the CRM. I can create quotes and they stay in the quote sub module on the deal page. When I convert to an invoice the Invoice sub modules on the deal page does not show anything. I can go to the invoices Module and see this invoice
Share folder with users in Zoho Mail - Collaborative mail
Hello everybody, I read everything everywhere about this topic the most interesting Topic that I found is this: https://help.zoho.com/portal/en/community/topic/sharing-a-mailbox where some other user suggested some "workaroudn" but always there are some limits. Well, I need that 4 user can manage same inbox (and sent message too) together. They should be able to see what the other user do, and work in the same email. All activities, note, read,unread,tags....should be shared. I tried to image how
When will ZOHO invoice offline be available?
Basic features like creating/editing invoices and recording payment should be available offline with the ability to sync with the cloud when the program is back online. We should have the ability to do simple data entry in the program, it doesn't require
Zoho Sites Carousel Disapperaing
I have a Carousel on my page but the contents are not appearing on the published page - only the dots at the bottom and the arrows. I have tried everything to no avail. Now I can't even see the contents of the Carousel in the builder either! I really
I set up my Zoho Mail on Outlook, but now I want to switch it to Google Suite?
My business email's domain is registered with Zoho Mail, and I connected it to Outlook a few years back because I was using Outlook for everything. But now, I use G-Suite for all my other email addresses, and I want to have everything in one place, including
Trials without payment info becoming subscriptions.
Hi, According to this page https://www.zoho.com/us/subscriptions/kb/subscriptions/what-happens-after-trial-expiry.html The Trials subscriptions should be marked as canceled. I have been doing testing prior to launch and I have a few test accounts that
How do I clone a bill and print a bill
How do I clone a bill and print a bill
Contact record cannot be searched/found in CRM
We have a system setup to assign a unique 6-digit ID to our customers, people seeking training. We've created and integrated a Zoho form for people to create an ID if they do not have one. This creates a Lead in the system that automatically converts
Advanced Customization Options in Templates
Hello everyone! This update is all about transaction templates. We've brought in advanced customization features that will help you create and send truly professional invoices, with a bit of festival cheer. Keep reading to learn more about the advanced
BCC mass email
Hi, Is there a BCC mass email limit? We are looking into sending about 10k emails for our campaign. I'd appreciate any details for daily and BCC limits, if there are any.
Payables
Hi team I have been requesting for a filter option in the outstanding SOA , we’re by we can just filter only the outstanding bills, this request I have been doing for last 2 years and so far I haven’t a heard a word from the developer team. I only heard
"message": "You are not authorized to perform this operation"
Hi, I am adding customers and invoices through Zoho books API. Contacts are adding successfully but when I am generating an invoice it's giving a "message": "You are not authorized to perform this operation". I also added scopes of invoices to generate
JunkMail rejected - sender11-of-o51.zoho.eu [31.186.226.237]:21097 is in an RBL
This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. ERROR CODE :550 - "JunkMail rejected - sender11-of-o51.zoho.eu [31.186.226.237]:21097
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