Zoho Finance Limitations 2.0 #11: Zoho Flow > CRM Zoho Finance Module ... error saying Module not supported via API

Zoho Finance Limitations 2.0 #11: Zoho Flow > CRM Zoho Finance Module ... error saying Module not supported via API

I'm trying to create a flow where I add a note to the CRM Finance (Sales Order) module after a flow is triggered.

Scenario
When a package is shipped via Zoho Inventory I want to add a note to the related CRM Finance record to Sales Reps can see details. I'm trying to do this in Zoho Flow as part of a larger "flow"

- I have the CRM Record Id
- I've chosen the Zoho Finance module from the dropdown

I keep getting an error saying "Zoho CRM says "the given module is not supported in api"


Add Note Configuration

Workaround: My current workaround is to "Add a comment to Sales Orders" via Zoho Books app (option not available in Inventory). This comment then shows up in the CRM record timeline tab

Can support recommend any other solution to add a note to the record? Does Zoho Finance simply not have any API options at all? 


========

Perspective: using Zoho finance integration from within Zoho CRM which adds a new module that pulls in Zoho books data. 


Original Zoho Books / CRM limitations post by Gaurav Sethi

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