UI / UX Suggestion: Allow Users to Set Colors of Flow Steps
For those of us who set up complex Flows, it would be nice to be able to color-code different paths / branches for easier future interpretation or troubleshooting. This could take a variety of forms, either highlighting the textual name of the step orRate Limiting in Zoho Flow (OpenAI API)
Hi Everyone, We are facing some issues when using Zoho Flow as we have a deluge script running which is making external calls to OpenAI endpoint. Sometimes the response takes more than 30 seconds meaning the script will timeout. We want to implement aAdd Ability to Designate Decision Branches as "Error Branches"
Zoho Flow gives the ability to track down, troubleshoot, and fix errors with the Status and Filter dropdowns in the History tab. This works well for when a "normal" Flow action registers with an error. However, there are other times where it would beMarketing Automation : Adding to existing Lead Score
I want to be able to add a score to an existing ZMA lead however I can't find the field in the "Fetch Lead" action that contains the existing score. There is an action for Add lead score, but that's not clear if it overwrites the existing value or addsLink project tasks to tasks in CRM and/or other modules.
Hello, I have created and configured a project in Zoho Projects with a set of tasks. I would now like to link these tasks (I imagine according to the ID of each one) to actions in the CRM: meetings, tasks, analytics). The aim is to link project tasksAdd Google Workspace Module to Zoho Flow
Dear Zoho Flow Team, I hope this message finds you well. We’d like to request the addition of a dedicated Google Workspace module in Zoho Flow. Currently, there are no triggers or actions for Google Workspace, which limits our ability to integrate andFlow with CRM
Hello, I have a simple flow that uses a web hook to enter data into a Sales Order. I have the web hook sending Flow data which has a PO field. If the PO has a special character like - or / or \ the task fails. How can I get the flow to be okay with theZoho Social integration with Zoho Flow
Is there any plans for Zoho Social integration with Zoho Flow?Gravity Forms, JSON, Webhooks and Zoho Flow
I have form that I use to populate a Module in Zoho CRM. When the data is sent back from Gravity Forms, it's sent back in this format (I've cleansed the data for privacy): { 4 : "email@email.com", 5 : "+61999999999", 6 : "emai2l@email.com",All Tasks Queued for Last 3+ Hours
How does one resolve this? All of my tasks, from many different Flows, are stuck in the "Queued" status. This is interrupting my business processes, which depend on the timely execution of automations.Add an action to set agent as a member of a team in zoho desk
Hi, Please add an action to zoho flow to set agent as a member of a team in zoho desk (add to a team or remove from a team). Regards, RamKudos to the Zoho Flow Team!
Hi Zoho Flow Team, Way to go on the new design—it looks fantastic! We especially love the festive touch with the Christmas decorations. It's a delightful and thoughtful addition that brings a bit of holiday cheer to the experience. Keep up the amazingExtracting data from cells in zoho sheets for zoho books
I am currently uploading my bank statment in excel format to zoho workdrive. I would like flow to extract certain data and send it to zoho books. Would scripting in zoho flow be able to help me with this? By this I mean should I attempt this in zoho flowUpdate Zoho Flow on Sprint Work Item Status Change
Hello, I've contacted Zoho One support but have been unable to help in a timely manner, so I'm asking the community. I want to start using sprints, but I'm having an issue. I need to post updates to Slack when a Work Item has a status change. My understandingShipstation Flow
Hi, I use Shipstation for my shipping needs. Because Zoho doesn't connect to WooCommerce and Walmart, I don't have records of these orders in Zoho Inventory. Can I have the orders from these two marketplaces be sent to Zoho Inventory once they are shippedAdd Comment/Notes to Each Action in Zoho Flow for Internal Documentation
It would be great if Zoho Flow could introduce a field to every action where we can make an internal note about why we are doing something with a specific action. This is especially helpful if more than one person from the organization handles automationIntegration with Moodle
Greetings, I hope find all doing well and safe. I've recently returned to using Zoho Flow after a break and was hoping to connect my WooCommerce store with Moodle, the world's most widely used learning management system. My goal was to automatically enrollZoho Books Invoice Salesperson: requires ID but there is no "Fetch salesperson" action
Hi, I am trying to attach a Salesperson to a Zoho Books invoice. In Zoho Flow, the salesperson field required an ID. However, I only have the salesperson name, I need to fetch salesperson by name and then provide the ID. There is no option to fetch salesperson...the expected input type is jsonarray
I keep getting an error when creating a record in CRM via a Zoho Form. CRM has a pick list field "Type". All Form entries from this form will ALWAYS be "Volunteer", therefore we do not ask them what their Type is. I am trying to use Set Value to create"Trigger flow for each entry" not working
I've read this article on how to trigger a flow for each entry in my array. https://help.zoho.com/portal/en/kb/flow/user-guide/create-a-flow/articles/webhook-trigger#Trigger_flow_for_each_entry I cannot get the flow to run for each variant in this JSON(MAJOR ISSUE?) Chat GPT integration. Wrong endpoints in API integration for embedding models.
There seems to be a issue with the API endpoints with the ChatGPT, Zoho Flow integration. When using the model 'text-embedding-ada-002' the endpoint should be v1/embeddings but instead it's v1/chat/completions. Here's an example of the history on a failedCreate Invoice With More Than One Item/Product
I was trying to use Zoho Flow to automatically create an invoice when an opportunity is marked won in Zoho CRM. However, you can only add one item/product using the Create invoice module. Is it possible to add more than one item/product to the same invoice?Regarding the integration of Apollo.io with Zoho crm.
I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on GoogleCreate WorkDrive Folder with specific Sub-Folders when new Zoho CRM entry in "Accounts" Module
So, my flow creates a WorkDrive Folder in the required Team Folder, but I want the same flow to create four Subfolders within the new folder. Man, Woman, Boy & Girl sub-folders I was looking at this below but how do I identify the new Parent folder asZoho Books says "Please ensure that the "webhook_name" has less than 50 characters."
I have a custom module on Zoho Books that creates a customer trip record. It has a customer field to link to their account information. When these entries are created, I want to fetch this customer's information so I can put the selected customer's addressHow 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. IAdd a way of clearing fields values in Flow actions
It would be great if there was an option to set a field as Null when creating flows. I had an instance today where I just wanted to clear a long integer field in the CRM based on an action in Projects but I had to write a custom function. It would beFeature Request: Export\Import Flows
Hi, As A Zoho Systems Builder and implementer, I Like Working With this great tool! Makes my automation work a lot Easier! Thanks! It would Save me a lot of time if I would be able to export And import flows (To JSON).Jiraa to Zoho Projects
I am integrating Jira tasks into Zoho Projects using Zoho Flow, but I need to translate the Jira task names into English during the integration process. I attempted to use Google Sheets as an intermediary, by applying the Google Translate formula, butIssue with Fetching and Mapping Multiple Products in Line Items to Zoho CRM Leads
I am currently facing an issue with fetching and mapping products in line items to the Zoho CRM leads. Here's the situation: 1. When there is a single product in the line items, the system works as expected. It fetches the product name, matches it, andError when making API to fetch objects from AWS S3 bucket.
I have a serverless app/function that in z-flow, that makes a GET request to AWS S3 bucket, but sometimes I get error which states that the "Execution exception : 'Invoke url response content length cant be greater than 5 MB' at line number 17. ResolveZOHO DELUGE / FLOW DOWN
Internal errors are thrown for any URL invoked through deluge. This seems to be a Zoho wide issue, as all my organizations are effected. Additionally, each service independent of flow also results in the same type of error. EDIT: WE ARE BACK BOYS!Unbelievably slow service
I'm having issues with all my flows since yesterday. Most of them seem to be slower in general. I'm also facing a timeout over 30 seconds because of this issue. As per status.zoho.com, the ms went from 6msec on the 23rd of nov to over 55msec average today.Not able to set update a module entry with a Boolean variable
I am creating a Flow where if certain requirements are met, I want to update a checkbox in Zoho CRM's Cases module labels "Paid". I am just not able to figure out how to update the value. In "Update module entry" the variable is displayed as text, so I have to input something. I tried: true, 1, yes, True, Yes with no luck. Whatever I do, I get the same error message as a result: "Invalid input for Paid. The expected input type is boolean." Any know what I'm doing wrong? Thanks!Convert Zoho Inventory Sales Order to Invoice via Flow?
I'm not seeing how to create an invoice from a sales order in Zoho Inventory via Zoho Flow. Am I missing something, or is this not possible? I can see how to create an independent invoice, but not one linked with the sales order. Is this yet another areaEnhance Delay Configuration in Zoho Flow
Dear Zoho Flow Support Team, We are writing to request an improvement to the delay configuration process within Zoho Flow. Currently, users are required to manually enter the exact delay duration (e.g., "2 days") in the delay block. This can be time-consumingHelp with google calendar flow
Hi, new to using Zoho Flow and setting things up. I've created a module in Zoho CRM called "Jobs" and put the relevant fields I need, I am then using Zoho Flow to create a flow that will create or update an event in my google calendar...... I've managedZoho Flow to fetch / update multiple contacts based on matching col?
I’m looking for a way to fetch and update all contacts in a mailing list that match a given col value using Zoho Flow. For example, let’s say I have 1000 contacts, and 12 of those contacts have the same web address value. I want to fetch and then updateSome Issues in Zoho Flow
Hi Zoho Team Have you seen something strange in Flow? I received some complaints and looking at the flows I see that they were not processed correctly, this was 1 hour ago, can you confirm if there were problems in Zoho Flow, Datacenter US? All my flowsCan 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 actionsNext Page
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Link project tasks to tasks in CRM and/or other modules.
Hello, I have created and configured a project in Zoho Projects with a set of tasks. I would now like to link these tasks (I imagine according to the ID of each one) to actions in the CRM: meetings, tasks, analytics). The aim is to link project tasksExtracting data from cells in zoho sheets for zoho books
I am currently uploading my bank statment in excel format to zoho workdrive. I would like flow to extract certain data and send it to zoho books. Would scripting in zoho flow be able to help me with this? By this I mean should I attempt this in zoho flowUpdate Zoho Flow on Sprint Work Item Status Change
Hello, I've contacted Zoho One support but have been unable to help in a timely manner, so I'm asking the community. I want to start using sprints, but I'm having an issue. I need to post updates to Slack when a Work Item has a status change. My understandingKudos to the Zoho Flow Team!
Hi Zoho Flow Team, Way to go on the new design—it looks fantastic! We especially love the festive touch with the Christmas decorations. It's a delightful and thoughtful addition that brings a bit of holiday cheer to the experience. Keep up the amazingMarketing Automation : Adding to existing Lead Score
I want to be able to add a score to an existing ZMA lead however I can't find the field in the "Fetch Lead" action that contains the existing score. There is an action for Add lead score, but that's not clear if it overwrites the existing value or adds
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