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

    Zoho Developer Community


        Bootcamp
        Community
        Pricing
        Webinars
        What's New
        Integrations
        Contact Support
        Contact Sales



            Zoho Survey Resources
              Features
              Survey Templates
              Integrations
              Community
              iOS Mobile Surveys
              Pricing
              Android Mobile Surveys
              Insurvey Blogs
              Insight Blogs
              Tips & Tricks





                            Setup Zoho Bigin in 30 Minitues
                            Latest Feature Updates

                              Zoho Desk Resources

                              • Desk Community Learning Series


                              • Digest


                              • Functions


                              • Meetups


                              • Kbase


                              • Resources


                              • Glossary


                              • Desk Marketplace


                              • MVP Corner


                              • Word of the Day




                                  Zoho Marketing Automation
                                    Zoho SalesIQ Resources


                                          Manage your brands on social media
                                          Access Zoho Social

                                            Zoho Pagesense Resources


                                                Zoho TeamInbox Resources

                                                  Zoho DataPrep Resources



                                                    Zoho CRM Plus Resources

                                                      Zoho Books Resources


                                                        Zoho Subscriptions Resources

                                                          Zoho Projects Resources


                                                            Zoho Sprints Resources


                                                              Qntrl Resources


                                                                Zoho Creator Resources


                                                                  Zoho WorkDrive Resources



                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series


                                                                      • Tips

                                                                        Tips

                                                                      • 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