Tip #61: 5 different ways to create Cards in Qntrl

Tip #61: 5 different ways to create Cards in Qntrl



Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning to end. The details to be collected in a Card is designed as a Form while building the Orchestration. Learn more on the detailed steps to building an orchestration.
 
There are one or more ways of creating cards in Qntrl. Let us discuss these in detail.
 

1. Cards tab

‘New Card’ button in the Cards tab is the generic and straight-forward way to create cards in Qntrl. On clicking this button at the top right corner of the Cards tab, you will be rendered a form to fill in the card details. Once you provide the details and click Save, a new card gets created in the orchestration. Learn more about Cards and their functions.
     

 

2. Public Forms

Users who are not a part of Qntrl or your Qntrl organization can create cards in Qntrl using Public Forms. Every public form has a Form Link that can be shared with external users to enable them to create cards. Hitting this link will render a form that can be filled with card details and submitted to Qntrl. Learn more about creating public forms and sharing them externally.
     

 

3. Email In

Another method for external or internal users to create cards in Qntrl is by emailing the card details to Qntrl. Each orchestration has a unique Email In ID to which you can email the card details, which will in-turn trigger card creation. Learn more about how the email data is mapped to cards and other advanced options.
     

 

4. Webhooks

Webhooks are HTTP-based callbacks configured to perform predefined operations when specific actions take place in Qntrl. Qntrl’s API methods can be used in Webhooks to create new cards and the card details can be mentioned as webhook parameters. These Webhooks must later be triggered from Blueprints or Business Rules. Learn more about webhooks and their properties.
     

 

5. Custom Functions

Custom functions allow users to code and execute their own program snippets, called functions, to customize and automate operations. Qntrl provides a predefined custom function for creating cards which is available in the Function Gallery. Simply configure this function with your organization details and trigger it from Blueprints or Business Rules. Learn more about managing custom functions . Check-out the other predefined functions available in Function Gallery.
     

 
We hope this article is helpful in briefing the different ways to create cards in Qntrl. If you have any suggestions or queries, do email us at support@qntrl.com.
 
     

    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • Sticky Posts

                                                          • Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly

                                                            Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them.   Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates
                                                          • Qntrl's 2023 year in review

                                                            This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This new
                                                          • Tip #61: 5 different ways to create Cards in Qntrl

                                                            Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning
                                                          • Tip #17: Stay informed of significant business impact using Orchestly

                                                            With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates.   Orchestly recognizes such requirements and provides adaptable solutions for all business
                                                          • Onboard faster with Orchestly's Tutorials

                                                            We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly.   Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management.   We're looking forward to document more customer-centric


                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • I have error AS101 when I try to add paypal@mydomain.com to Zoho

                                                                                                            Please help me with this. I tried to call the help line 4 times but don't get any response.
                                                                                                          • unable to send message reason 554 5.1.8 Email outgoing blocked

                                                                                                            unable to send message reason 554 5.1.8 Email outgoing blocked
                                                                                                          • Zoho Mail Android app update: Manage folders

                                                                                                            Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POP
                                                                                                          • Mailk got blocked / Inquiry About Email Sending Limits and Upgrade Options

                                                                                                            Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I received
                                                                                                          • SMTP email sending problem

                                                                                                            Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paid
                                                                                                          • unblock my zoho mail account. outlines@zoho.com

                                                                                                            please unblock my zoho mail account, outlines@zoho.com
                                                                                                          • Unable to see free plan option

                                                                                                            Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.
                                                                                                          • Outgoing blocked: Unusual activity detected.

                                                                                                            I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responses
                                                                                                          • How to remove some users in zoho accounts

                                                                                                            How to remove some users in Zoho accounts.
                                                                                                          • Forwarder

                                                                                                            Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the
                                                                                                          • Forwarder

                                                                                                            Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the
                                                                                                          • DKIM cannot be enabled for the domain as no verified default selector present

                                                                                                            Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.
                                                                                                          • I can't log in to my account on Thunderbird

                                                                                                            I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,
                                                                                                          • Sorten the domain of zoho mail ids

                                                                                                            I recently created zoho mail id and am quite excited with the features. But one issue ig nobody wanna type this big zohoaccounts.com I mean silly bold Suggestion zmail.com (sound gmail) (attraction) or some genz words looks cool
                                                                                                          • Get Zoho Mail API working (including DRE Connector, Oauth Token, ZUID, ZOID & ACCOUNT_ID)

                                                                                                            Disclaimer: I’m not a professional coder! Do you need to use Zoho Mail API? Me too. It lets you do all sorts of things — like reading the complete header of an email, or forwarding an email with its attachments — which is what I wanted to do. But setting
                                                                                                          • How to create a Zoho Mail extension similar to Outlook's OnSend add-in?

                                                                                                            Hi, I want to create a Zoho Mail extension similar to Outlook’s OnSend add-in. The extension should: Let the user select headers and footers from a taskpane while composing an email. When the user clicks Send, the extension should: Automatically insert
                                                                                                          • Weekly Tips : Customize your Zoho Mail Notifications

                                                                                                            In a professional context, email communication remains one of the most crucial channels for staying connected and managing workflows. Keeping track of your emails, task updates, or important announcements can be overwhelming—especially if you are juggling
                                                                                                          • How to move emails to Shared Mailbox?

                                                                                                            Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?
                                                                                                          • Email task creator when task is updated/marked complete

                                                                                                            I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completed
                                                                                                          • The attendees will now be redirected to the landing webpage when they exit the webinar, set by the organizer.

                                                                                                            Hello All, In the latest version of the Zoho Meeting iOS mobile app (v1.3.16), we have brought in the below enhancements:   Post Webinar Re-direction Revamped exit UI for Webinar Post Webinar Re-direction:  The attendees will now be redirected to the
                                                                                                          • Download API file contents from browser

                                                                                                            Hi Team - is there something being planned to be able to trigger file downloads from the browser via a deluge script? i.e. retrieve a file via API, trigger the file download directly from the browser. Or... using the convertToPdf function (https://www.zoho.com/deluge/help/functions/file/convert-to-pdf.html)
                                                                                                          • March 15, 2023: Zoho Docs is discontinued

                                                                                                            As of today (March 15, 2023) Zoho Docs is discontinued for all users. We would like to thank our customers for trusting us for so many years! Going forward, we're confident you'll enjoy using Zoho WorkDrive for all your advanced file management and collaboration
                                                                                                          • When using "locations" in zoho books, can you keep the two locations totally separate from each other?

                                                                                                            I am looking to add a location but I don't want to intermingle the banking or other accounts. I want that to be like two separate independent branches that use different banking accounts, accounts payable, and accounts receivable. The people who are in
                                                                                                          • Exported Slide Image Lacks Portion of the Background Image

                                                                                                            This does not always happen, but when I export (or "download") the rendered image of a slide, it sometimes lacks a portion of the background image. I created a sample slide deck to demonstrate it and shared it with the admins. It is also publicly available
                                                                                                          • Adding a Channel to SalesIQ

                                                                                                            I have a client that currently uses Zoho CRM and Zoho Desk. They would like a live chat to place on their website that has a mobile app and chat bots (something like SalesIQ). However, they would also like to have all this work over SMS as well. Does the SalesIQ API allow this? Can I add visitors without them being a visitor on a website? Thanks! Bryan Redeagle
                                                                                                          • Zoho CRM IP Addresses to Whitelist

                                                                                                            We were told to whitelist IP addresses from Zoho CRM.  (CRM, not Zoho Mail.) What is the current list of IP Addresses to whitelist for outbound mail? Is there a website where these IP addresses are published and updated?  Everything I could find is over
                                                                                                          • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

                                                                                                            Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
                                                                                                          • How Do I Refund a Customer Directly to Their Credit Card?

                                                                                                            Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-
                                                                                                          • Zoho Flow Needs to Embrace AI Agent Protocols to Stay Competitive

                                                                                                            Zoho Flow has long been a reliable platform for automating workflows and integrating various applications. However, in the rapidly evolving landscape of AI-driven automation, it risks falling behind competitors like n8n, which are pioneering advancements
                                                                                                          • Important Features Missing

                                                                                                            Hey all I love linkthread, but i am missing some important features. I want to be able to include my Google Tag Manager. I have all the important stuff in my GTM Container: Facebook Pixel, LinkIn Pixel, Zoho Pagesense and so on. So i am able to do retargeting
                                                                                                          • Introducing Record Summary: smarter insights at your fingertips

                                                                                                            Hello everyone, We’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia to simplify how you interact with your CRM data, providing a seamless, consolidated view of critical record information. Scrolling through the
                                                                                                          • Zoho SignForms: Prefill parameters with spaces render as “+” in the document (even when using %20)

                                                                                                            Hello Zoho Sign team, we are using SignForms with prefill parameters passed via URL. Spaces in parameter values are being rendered as “+” in the finalized document—even when we URL-encode spaces as %20. This is critical for us because we prefill addresses
                                                                                                          • Auto CC - Moving Departments

                                                                                                            We have Auto CC e-mail replies to your support mailbox enabled. We have two departments: Helpdesk (helpdesk@domain.com) Delivery (delivery@domain.com) If we create a Helpdesk ticket, and reply, replies are CC'd to helpdesk@domain.com (OK) We then move
                                                                                                          • Currency selector (based on variable) usage in comparsion

                                                                                                            Hi, I've developed a currency selector based on the following topic, and it's working well in pivot tables and charts: https://help.zoho.com/portal/en/community/topic/how-can-i-allow-my-users-to-choose-a-currency-for-the-dashboard I also have a comparison
                                                                                                          • Notification received when self-assigning tickets

                                                                                                            When I assign tickets in Zoho Desk the relevant agent gets a notification email. When assigning myself a ticket in Zoho Desk, I get a notification email. Now, as I am the person who assigned the ticket to myself, getting a notification in this regard
                                                                                                          • Customize Column in Projects - Default View for Template?

                                                                                                            Is there a way to have the columns you'd like to see added to a template? I want my customized columns to show up every single time I create a project from that template. It appears I can customize them in the template but when I create the project they do not transfer over.  Template: See below how the columns in order are : Task, Owner, Status, Assigned, Website URL, Blog H1..etc. When I create a project from that same template it comes out as: Task, Owner, Status, Tags, Start Date, End Date, etc
                                                                                                          • Ask the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk

                                                                                                            Hello Everyone! Welcome back to the Ask the Experts(ATE) series! We were so focused on our Autumn 2025 release that we didn't host an ATE session last month. In this month's ATE, we'd like to expand our areas for discussion: we'd like to listen to your
                                                                                                          • Multi-Page Forms in Zoho Creator!

                                                                                                            Let’s make long applications easier to handle by dividing them into pages, adding a progress bar, and guiding users step by step through complex data entry. This would be a total game-changer for the user experience and could significantly boost completion
                                                                                                          • Unable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed

                                                                                                            Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-server
                                                                                                          • Email login error

                                                                                                            Login successfully but email page error
                                                                                                          • Next Page