Connections not supported as a part of the InvokeURL method in Zoho Flow
Zoho Flow has a major major deficiency: there is no support for connections in the invokeURL method for deluge. This severely limits the connection capabilities we have: for example, no APIs that use OAuth2 can be utilized in custom connections (which
Convert Estimate to Sales Order in Zoho Books
I am trying to set up a flow to convert an estimate to a sales order automatically in Zoho Books, but I do not see a "convert estimate to sales" order action like the "convert sales order to invoice" action. What is the best way to create a sales order
Not all "Deposit To" accounts are showing up in Books Record Payment module
When attempting to create a new payment in Books using Flow, not all of the "Deposit To" accounts are showing up that I have in Books. In particular, the one I have setup for Venmo fails to show, despite being perfectly accessible from the UI. Others
Flow Connection Authorization Started Failing
Received an email from Flow that flows are being turned off due to "the trigger has encountered an authentication error". Went to Flow to try and reauthenticate and while it goes through the first few authentication steps it never seems to complete. When
Creating a project with Zoho Flow and with date custom field fails
Hello, I think I found a inconsistency in how Zoho handles dates. Let me explain, as it took me 2 hours to figure out where the roblem lies, and didn't found a solution I'm using a Zoho Flow flow triggered by a Zoho CRM new Deal. The Deal has 2 date fields
Fetch multiple entries in a module
Hi everybody, I want to use flow to look for multiple entries that have the same value in a field, see how many of those entries there are and then modify another field based on the results. Is this doable with just the drag and drop part of flow or will
How to get Error Message and Status ?
Hello, In a flow, I'm creating an Invoice. In case there is an error, I trigger an cliq message to notify a bot with the error However, editing the Message to Bot block, I can't find the Error Message variable in the Create invoice variable list (it's
Can Zoho Flows repeat Actions more than once?
I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actions
Set the value of a Multi-select field with Set Variable in Zoho Flow
I am trying to set a field value of a multi-select field with Set Variable in Zoho flow One of it's values is "Trialing" I click on the value field then from the right hand side-panel I find the proper field and click this fills the value input box on the left with: ${createOrUpdateContact_1.sumApp_Status} I want to set this to "Trialing" I have tried different ways of doing this (as I can find no explanation in docs) ${createOrUpdateContact_1.sumApp_Status}"Trialing" ${createOrUpdateContact_1.sumApp_Status}="Trialing"
Folders to organize flows
How about a folder structure to organize the flows? The UX of Flow can needs some improvement.
"Use This Test Data" fails to populate data for Decision Block
Clicking "Use This Test Data" does nothing when the option to do so is presented as in the example below:
Using Flow to create a folder in box and pass the URL into CRM
Hello, I have set up a Zoho Flow so that when a field is set in Zoho CRM, it creates a new folder in Box titled with the records ID and Name. However, I am struggling to figure out how to pass the URL for the newly created Box folder back into a field
Add option to clone Zoho Flow actions after those actions have been pre-filled
Hi Zoho Flow team, One feature that would be super helpful for organizations that have to use Zoho Flow for many of their workflows is the ability for them to be able to quickly clone an action already in use in a Flow. The cloned action would contain
Problems with Arrays nested into a Object JSON
Hi, My name is Renato Denegri and I am a new deluge developer. I am trying to integrate a CRM module with a third platform, through Webhooks, but the JSON of this platform sends me format type: But when I associate it with the webhook with the zoho flow
Zoho Flow turns 5
Hello everyone, We're happy to share with you that Zoho Flow has completed 5 years since its launch in 2018. With an objective of simplifying the need for custom integrations amongst everyday cloud apps, we launched the platform supporting 100 cloud apps
Naming form elements
When I deal with Zoho Form content in Zoho Flow, I have to reference the form elements by names such as "SingleLine1", "Multiline", "Dropdown", etc. How can I rename these within the form so I can reference them outside of the form in a more sensible
Accessing Custom Fields in Zoho Booking in my Zoho Flow
Hi In Zoho Bookings I have created some customer fields in my booking form and on is a field called "How do you want to me?". The options are: Telephone Call Video Appointment Visit our Office I want access this field in Zoho Flow So I can send a different
zoho.books.getRecordsByID in Zoho Flow is not working.
Hi. I am trying to use getRecordsByID in Zoho Flow but it is not working. Could you please give me any advice? I try the next code in Zoho books and it work's fine, but it is not working on Zoho Flow. response = zoho.books.getRecordsByID("contacts","MyOrgNumber","contact_ID");
I need a Flow that will MOVE a Sales order from CRM to a Sales Order in Books
It appears as if the Quotes and Sales Orders in CRM are dead-ends. The data doesn't go to Books with any detail. I can create a Flow that will create a Sales Order or Invoice in Books, but there aren't any line item details. Without the details, it is a pain to re-enter all the data for purchasing and customers want to see the details of what they bought on the Invoice. Ideal solution would be that integrating Books with CRM on One would turn off Sales Orders and Invoicing in CRM. When a Quote is
Getting the Task ID from Projects using Fetch Ticket from Desk in Zoho Flow
Hello everyone, I have this flow here to get the Task ID from Projects using Fetch Ticket (Ticket is from Zoho Desk) But as you can see, there's no Task ID from here, but how come we have Task Count? It doesn't make sense, fetchTicket_2.taskId does not
Zoho Flow
I made a follow with sheet to decision via date and time and zoho mail. output error says that reply to mail needs to be verified. where should I verify that, I couldn't find any options for it.
Can't Specify a Task By Task ID to Update
Hi, I'm creating a flow to assign a task owner and to set the status of the task. My trigger is a new task being created so I have the task ID and project ID. I need to update both the task owner and the status, however using the 'Update Task or Subtask' module a project needs to be selected via the drop-down. As the tasks will be in different projects I don't want to set the project statically and already have the Task ID I am updating. How can I update a task when I already know its ID? Thanks,
Zoho projects time log trigger
I'm trying to find a way to integrate Zoho Projects with Zoho Books (current integration lacks many needed features) using Flow. I cannot find triggers for time entries. Is there any way to detect added/updated time entries for Zoho Projects in Flow?
How to lookup What_id to create a task in Zoho CRM?
I'm trying to create a task in Zoho CRM by creating a new module entry. I'm getting an error: "Zoho CRM says 'required field not found'. Check the input for What_Id and try again." I'm assuming the What_Id is the "Subject" in the create entry task. I
Zoho Flow Bookings to Zoho Analytics Date Conversion
I need to cover a date from Zoho Bookings to Zoho Analytics using Zoho Flow, Date format from Zoho Bookings - 15-Feb-2023 14:00:00 dd-MM-yyyy HH:mm:ss Analytics needs - yyyy-MM-ddTHH:mm:ssZZ What is the Custom function to do this?
Removing text from a variable
Hi, I'm trying to remove text from a variable in Zoho Flow with a Custom Function. So the variable name is setVariable_2 A variable could be "Dennis van Gulik (ValueIT B.V.)", it is from a dropdown field from Zoho Forms. And I want the output to be "Dennis
Parse JSON payload containing array
Hello, I have a flow which receives a json payload (as a webhook). I need to set a variable (using the zoho Flow "Set a variable" module) which gets data from the json payload. It works as long as I refer to json objects properties, even with several
ZOHO Flow | Add Time Ticket Entry
I'm trying to build a flow which runs whenever a form is filled in. The flow makes a ticket and adds time to that ticket. But whenever I'm trying to use the "Add time ticket entry" I get this error message from the execution time field: Zoho Desk says
Zoho Flow The expected input type is jsonarray Error Message
Using Flow to create a CRM Lead when an appointment is created in Zoho Bookings. I need to update the Product Category field in the Lead which is a Mutli Select required field. Using Flow I am updating the Product Category field with the value - InstantAccept.
How can you use Json from webhook?
I need to access one of the JSON variables in a custom function to remove a character. The code is: string cleanString(string filthystring_json) { email = filthystring_json.getJson("email"); return email.replaceAll(';',''); } However, filthystring_json
I live a webhook of zoho flow and I don't know how to respond with the following json {"fulfillmentText": "Text"}
dialogflow sending me data to the webhook, I do searches in my zoho application and at the end of my flow I need to give this answer to dialogflow ... I don't know how to configure the webhook response! how is it done? This is the answer I need to send
Stripe自体の決済をZoho CRM, Desk等と連携できますか?
Zoho Invoice, Subscriptionがありますが大きな弱点として下記への未対応があります。 ログイン不要なカスタマーポータルURLの発行 口座振替による定期決済の利用 お客様の中には口座振替を希望される方もいるので、そうなるとZoho上の決済管理とStripe上の決済管理の2つが必要で、カードはZoho経由のStripe、口座振替はStripeと管理手間が増えてしまいます。 もし決済にそのままStripeを利用して、決済情報をCRMやDeskと連携する事ができれば助かるのですがZoho
How connect Elementor form to Flow
Hi Guys, I am trying to integrate elementor forms with FLow to acquire leads and pass them to ZOHO CRM. So what I have put into "choose form" field? (check the attached file). thanks Walter
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
Wordpress User Meta and Flow
Hi, Is it possible to update User Meta data from Flow e.g CRM update to update the User Meta within a wordpress site? THanks Ant
Zoho Flow error [WordPress.org says "null"][[LearnDash says "null"]]
I'm trying to connect Zoho Flow with Wordpress and LearnDash, but it shows "null" as error. - self-hosted wordpress - tried deactivating all plugins - tried removing basic auth
Transfer Attachments from Deal to Custom Module with Flow
Good day, Is it possible to transfer attachments from the deals module to a custom module using flow? I have built a flow that creates a entry in the custom module based on fields captured on a contact through deal transitions. However, the attachments
Having issues while creating Flow-Desk interations (Still waiting for a reply)
I've been trying to create a flow that updates a ticket on Zoho desk upon creation. The update that it makes is, when a Ticket is created, the contact field in a specific layout is autofilled with the ticket owner contact (who created the ticket). The
Zoho Flow - Switching On Loop!?
Hi, when I try to switching on my flow in Zoho Flow, it remains blocked in the switching on procedure. Attached a screen. What's happening? Davide
Zoho Flow Customer Support
Zoho Flow is refusing to even respond to my support requests. Is there anyone on this forum who knows how to solve Zoho Flow issues? I have a simple problem and need help. Thanks.
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