Zoho Flow Configuration Management (or lack of it)
Hi All, We use Zoho Flow to automate quite an elaborated process involving Zoho CRM and other systems (e.g. a payment gateway), therefore the flow is pretty large and complicated. The problem we have is one of a Configuration Management (or lack of itInviting a student to a course Trainer Central - server error
Good day I have a flow that ends with inviting a customer to a course in Trainer Central. It fails after some time with a server error. Can some one help with ideas on how to resolve this? See the attached document for the input and outut reports. RegardsCan't connect HubSpot in Zoho Flow
Hi there, I was under the impression that Zoho Flow supports HubSpot connections. I'm failing to create the very first step in a basic scenario for a customer of mine (moving on from make / integromat). During setup, after OAuth authentification, I'mAzure DevOps - Detect when work items was deleted
Hello, the Azure DevOps integration for Zoho Flow offers the following triggers: Work item created Work item updated Code pushed Build completed I now face the insurmountable challenge of responding to work item deletions. When an item is deleted in AzureFolders to organize flows
How about a folder structure to organize the flows? The UX of Flow can needs some improvement.Deluge - convert datetime from api response to local time zone
Hello, I use the following testing code: I would like to know why the result is "21-Jun-2016 04:16:14"... Why is the hour = 04? The result I expected would be = 18:16:14 (UTC +2) ------------------------------ Where do I actually get this string: "2016-06-21T13:16:14.000Z"The expected input type is jsonarray."
CRM says "Invalid input for Product_Details. The expected input type is jsonarray." I have searched the forums and it says that one needs to create a custom funtion. As I am not familiar with JavaScript I need advise her.Zoho Sign document upload to Zoho Recruit using Zoho Flow
I am wondering if it is possible to take a signed (contract) document in Zoho Sign and upload it to a candidate record in Zoho Recruit using Zoho Flow? The trigger for the workflow would be the document being completed (signed by all signees). Any helpTeams- Unable to Authorize Null
Hello, we are trying to use the Microsoft Teams connector to create a Teams Channel when triggered, however when we are prompted to connect Zoho Flow to teams and complete the login to our O365 tenant, it produces an "unable to authorize null" message.Use Flow to create spreadsheet for last month's project timesheets and email to customer automatically.
Hi everyone! Is it possible to create a spreadsheet of Zoho Project timesheet entries of the previous month, for a specific customer and have that spreadsheet emailed to the customer automatically? The first thing I am stuck at is how to fetch all timesheetAssigning account owner for form created accounts
Hello, Currently, we have 3 different Zoho forms that are integrated with Zoho CRM. These forms are integrated with the Accounts module to create a new account upon submission. The issue is that all of these accounts are getting assigned to James, butSending a PDF as an attachment triggered by Flow through Desk
I currently have a Flow that is triggered by a webhook and retrieves both the link to a pdf and the pdf itself using invokeUrl. I am trying to send both the link and the pdf (as an attachment) by the "Zoho Desk - Send email reply" function. I have managedGenerating a list of actions
I have a number of jobs I want to do through scheduled reports but I'm not sure how to start. As an example. I want to do a weekly check for all Deals that haven't been actioned in X amount of time. I know how to create a custom function to generate thatEmail parser
Hello, We are currently using ZAPIER and would like to move to FLOW. Our work requires the email parser which extracts data from the email and then parse it to GOOGLE SHEETS. The scenario in which it works is as follows: 1) Our application generates a mail on every action. 2) That email contains specific information which has to be parsed to a Google Sheet 3) That email is forwarded to a parser email created on PARSER.ZAPIER.COM, from there variables are extracted and passed on to the google sheet.Using Zoho Flow with pulling data from the body of an email and put the data into Sheets.
I am interested in the Zoho Flow program in which we can implement a process to automate pulling data from emails and put it the data into Sheets. The flow of the program is essentially consisted of the following: Grab the body of the email from a particular label (or sender if required). Parse the data to separate the pieces of data (5 criteria within the body of the email). Put each piece of data from the email into it's own column. I understand defining these things are more complex within theHas anyone had success linking Wix Form submissions to Zoho CRM using Flow?
Although it works flawlessly with Zapier, Zoho flow does not have Wix or Wix Automations. I'm tired of paying for extra services like Zapier for things like this when I pay for ALL of Zoho services. I've tried using a webhook through Flow but it hasThe Commerce New Order trigger doesn't provide the Email Address or Company fields
Hello, While there are other ways of getting at them, it would simply things streamline certain flows if the "Company" and the "Customer email" fields were both available directly from the Commerce New Order trigger. Both are also absent as an availableZoho Desk "Send email reply" function attachment IDs not working
In Zoho Flow I am using the "Send email reply" function to reply to customers with an attached invoice. I use the connection with Desk to update the ticket with the attachment and get the id as a response. I then put this id as I have got it from DeskTrying to trigger zoho com module from Zoho books invoice
We would like to have a module in our CRM that shows only certain purchases. In our case salt that customer purchase on a regular basis. Introduced myself to flow and setup a rule that the invoice line item must be one of three things- Great. Next createremove()function to remove characters
Hi there, I'm trying to use the remove function to remove characters from a variable. I have a Lead source that comes in as [Google] or [Facebook] etc. in Flow I need te to remove the square bracket. Tried a function that looks something like this: stringCreate 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? If not, I'd like to make a feature request to be able to do so.How to trigger Zoho Flow when AR Aging is beyond a number of days in Zoho Books
How do I create a trigger that would check every day or week to see if an invoice in Zoho Books has not been paid?Zoho Forms passing invalid url for image to Zoho Flow
I have a Form that is acting as a trigger for a Flow. In this Form two images are uploaded. The trigger works fine, but the url that is sent from the Form to the Flow redirects to a Zoho page that says "Sorry, Page not Found". This is problematic becauseUnix Timestamp Calendly Appt Date
Hello, I need to create a function that will convert/return my date from Calendly in the following format: "2022-08-10T14:00:00.000000Z" to a UTC timestamp value in milliseconds. Can someone help? I tried the following: string UnixDate(string myTime,Converting date to Unix UTC millisecond
Hello, I need to create a function that will convert/return my date from Calendly in the following format: "2022-08-10T14:00:00.000000Z" to a UTC timestamp value in milliseconds. Can someone help? I tried the following: string UnixDate(string myTime,Debugging with the Flow debugger would be much faster if it cached the trigger for future runs.
Hello, The use of the debug feature in Flow would be much more usable if it optionally cached the trigger data that it fetches the first time for subsequent runs. This would eliminate the need to have to reconfigure the setup for all the conditions toPass connection to use for a function as a parameter
Hello, I basically have a custom function that does some CRM queries on a specific Lead ID. I basically call in my custom function: zoho.crm.searchRecords(....., "THE_CRM_CONNECTION_TO_USE") Since i have a production environment and several sandboxesUse a different FROM email address?
I created a Zoho Flow trial using my account, john@email.com I connected it to Zoho WorkDrive and ZohoMail. I created a flow to send an email to customer1@company.com everytime a file has been uploaded to a specific WorkDrive Team Folder. I want the FROMCode or function to add estimates from Books into a list in Deluge
I'm probably stating this wrong, but I have branches in my zoho books - my materials handling platform send me completed transactions by a webhook, and I need to find a way to match the customer and Facility/branch before I can put the transaction tohow to fetch aal items from zoho books invoice line items
I have done integration of zoho books with salesforce using zoho flow. And my requirement is that whenever i create an invoice in zoho books the same should get generated in salesforce and also the product object i have in salesforce where all items inWorkDrive Folder Name instead of Folder ID possible?
I'm trying to make Flow send an email when a file has been updated in Zoho WorkDrive. My problem is on the insert variable, "Folder" is actually ${trigger.workspace_id}, which looks something like "e123456789123456789123456789" Is there a possibilityEdit Text in Email Subject before posting on Cliq
I am using Zoho Flow to fetch email from my Zoho Mail ID Once this email is fetched, I print the subject of this email on a particular channel in Cliq I want to remove a text "Fwd:" that is appearing when I summon ${trigger.subject} So lets say if theRemove a text from email subject
I am using Zoho Flow to fetch email from my Zoho Mail ID Once this email is fetched, I print the subject of this email on a particular channel in Cliq I want to remove a text "Fwd:" that is appearing when I summon ${trigger.subject} So lets say if theCan 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 actionsHow to ad zoho CRM contact tags automatically with zoho flow?
Hello, Below is an image of my current flow in zoho flow. I want to know how to ad tags to the contacts the flow creates. First I will explain how the flow works. STEP 1: Calendly send info to my zoho CRM and creates a contact every time I get a calendar booking. STEP 2: Create Create or update contact STEP 3: Fetch the same contact information STEP 4: Create a deal (that automatically places it in the proper place on my sales pipeline) STEP 5: Take the same contact and add it to my zoho campaignsWorkflow for email notification when files are uploaded in a WorkDrive (external) team folder
I want to notify my client when fileS are uploaded in a folder by batch, not per each file created. Basically I upload something like this on their Team Folder: filename time of upload projectA.1.jpg 1:00pm projectA.2.jpg 1:03pm projectA.3.jpgZoho Flow - Can not reference Zoho Analytics query table in Zoho Flow
I've created a Zoho Analytics query table and would like to add data from that table to another Zoho Analytics table on a daily basis using a Zoho Flow. It seems, when building my flow, my query table is not include in the list of available tables. IsOn Error Actions - Great Addition!
Not sure if others have noticed this in their Flows yet (or maybe I'm the slow one), but it looks like you can now put actions right in your Flow for error handling: This is a great addition from a functional standpoint. Love it! My only feedback is thatAdd products from an estimate in books to the potential products related list in CRM throw a Flow
We have our items, accounts & contacts syncronised between Books and CRM. The question is, when creating or updating a new estimate om books throw Zoho Finance, how to add the items of the estimate to the zoho CRM products related list on the potentialsNew to this, need help
I've created a few different flows and they are functioning, however, it's not doing specifically what I need it to do. Below are the flows I'm trying to create: 1. When I create a new deal within Zoho CRM, it creates a project within Basecamp 3 withNext Page
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Sending a PDF as an attachment triggered by Flow through Desk
I currently have a Flow that is triggered by a webhook and retrieves both the link to a pdf and the pdf itself using invokeUrl. I am trying to send both the link and the pdf (as an attachment) by the "Zoho Desk - Send email reply" function. I have managedThe Commerce New Order trigger doesn't provide the Email Address or Company fields
Hello, While there are other ways of getting at them, it would simply things streamline certain flows if the "Company" and the "Customer email" fields were both available directly from the Commerce New Order trigger. Both are also absent as an availablePass connection to use for a function as a parameter
Hello, I basically have a custom function that does some CRM queries on a specific Lead ID. I basically call in my custom function: zoho.crm.searchRecords(....., "THE_CRM_CONNECTION_TO_USE") Since i have a production environment and several sandboxesZoho Flow Configuration Management (or lack of it)
Hi All, We use Zoho Flow to automate quite an elaborated process involving Zoho CRM and other systems (e.g. a payment gateway), therefore the flow is pretty large and complicated. The problem we have is one of a Configuration Management (or lack of itHas anyone had success linking Wix Form submissions to Zoho CRM using Flow?
Although it works flawlessly with Zapier, Zoho flow does not have Wix or Wix Automations. I'm tired of paying for extra services like Zapier for things like this when I pay for ALL of Zoho services. I've tried using a webhook through Flow but it has
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