Send e-mail with attachments
Dear Zoho, How is that possible in Zoho Flow to send an e-mail with attachment? Just a simple example: Zoho Flow checks my Zoho mails and if the conditions starts the trigger then I would like to send an email with the original email's attachment. Any idea? BR, Adam
Mention User Group in Slack
When posting to a Slack channel using Zoho Flow, I would like to mention a User Group. Simply putting @nameofthegroup does not work. How can we get this to work?
How can I trigger a flow action only once while updating contact?
Hi, we have a trigger to merge&mail file when the field YYY is filled out. For this acion I used "Create or update module entry". But unfortunately we get tens of email on a day with this merged file, because the contact is being regularly updated. The
About Chile TimeZone
Hi Team Today Chile is GMT-3 , because we got a change for our TimeZone, when i review Zoho CRM, the timezone is correct, but if i review Flow i see other, please look the pictures Why the difference???, or the time zone in flow is the same for zoho crm??
Suggestion: Trigger type RSS
Suggestion, a trigger type in Zoho Flow with RSS. For example: to ping a channel in Cliq when a new entry is posted to the Zoho Blog
How to define current date + 10 days as dynamic variable?
I would like a flow to update the start and end dates to "current date" (start) and "current date + 10 days" (end). Can I modify this statement? - ${system.zf_current_date}${system.zf_current_date} Any advice appreciated.
Inventory - "Last Modified By" Field from Fetch Package Not Available
When the Zoho Inventory action of Fetch Package is used in Flow, part of the response is the field "last_modified_by_id". This field is shown when looking at the output of the action in the task history. Unfortunately, this field is not available for
crm task owner created using flow
Good Day, I created a flow that creates a task in CRM for a specific employee when someone cancels a booking. I entered her name on the field owner and got this error message: Zoho CRM says "Invalid input for Owner. The expected input type is bigint."
Shopify Variables - Abandoned Cart
I'm working on creating some Flows to take information from an Abandoned cart in Shopify and create a lead to follow up with in Zoho CRM. The trigger for Abandoned Cart does NOT contain any variables pertaining to the Line Item/Product/SKU/Etc. However,
Flow Custom Function to remove text from @email.com
I am using Flow to automatically send a slack notification when a new row is added to a google sheet. One of the fields in the sheet is email address but I don't want to send through the whole email address to the slack notification. Ideally just the
Zoho Flow <> Typeform integration options
Hi Zoho team! Zoho Flow offers very limited options working with Typeform Only 1 Trigger option : Entry Submitted and even for this option the Variable list is very limited. Example Use case : Option to map typeform variables "Survey URL" & "Survey Title"
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
Zoho Flow Slack error, "invalid_thread_ts"
I've created a Flow and want it to send a private channel message on success or failure of the actions. In the past I haven't been getting error messages when the Slack stage failed. It just didn't do anything--it wouldn't send the message and wouldn't
Zoho Flow --> Eventbrite : how to transfert questions from eventbrite
Hi. I created a zoho flow to push eventbrite attendee. Evntbrite push some questions : ex : answers: [ { question: "Si vous êtes client(e), indiquez l'adresse courriel que vous utilisez pour ici.", type: "text",
Zoho flow pricing is confusing
Does anybody know details about zoho flow features? such as tasks and flows? because I don´t understand difference between base monthly supscription and monthly supscription with features. Are features a 'must-have'?
Zoho Flow Custom Function Issue
I have a use case where I will be needing to post data to a wordpress site. Specifically to a custom post type with a bunch of ACF fields. I have setup trigger event correctly for Tookan and can receive data from the webhook. In order to post the data
Get Related Contact ID in flow triggered by Deal Stage update
I have a flow where when the Deal stage is updated to a specific stage, I want to use Zoho Flow to trigger follow up emails to the Contact associated with the deal. How do I fetch contact, what do I enter in the Contact ID field in order to find the related contact?
Fetch Module Entry
Hi Everyone, seeking your expertise on the issue encountered using the Fetch Module Entry. We use the Fetch Module entry on getting the Email Address from Zoho CRM going to mailchimp. The Fetch Module entry is working fine with the other fields, getting
Zoho Flow / Zoho Books Bug
There is a bug in Zofo Flow -> Zoho Books -> Create Invoice (Action) When creating a new invoice in Zoho Books, it requests to "Choose Item ID" for the line item. Naturally, this will be populated dynamically, so you must select "Choose Custom ID". In
module WP with custom post type not working
Hello I'm using the module WP.org to make a flow when a post is created/updated. It works great with "Post", when filter with custom post type it doesn't work anymore My my flow is when a custom post type named "supplier" is updated/created it create/update
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
How to run the connection even if certain step fails?
I have an integration set up between Zoho Forms and Zoho CRM. Some of the fields of Zoho Forms don't have to be filled, and when people don't the integration don't run from beginning to end. I was wondering if I could bypass somehow? See below image
Uploading file as attachment to Zoho CRM
Hi, I am trying to attach a file to a Zoho CRM contact using Zoho Flow. Right now, I try to do it through the “Upload File” field in Zoho CRM (In my screenshots, it’s called Téléchargement du fichier 1). Here is what I tried: Case 1: Webmerge document The Flow is called “Custom Function” (see screenshot 101). Step 1: Creating a Webmerge document (screenshot 99) Step 2: I use “Update module entry” to upload the created file. I upload Webmerge’s “Document” in my “Téléchargemet du
Create 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.
Flow triggers but doesn't continue.
I'm new to working with Flow but managed to get a flow working yesterday in short order. Which then proceeded o break shortly after for no apparent reason. The flow is triggered by a form submission, and when running in debug mode I can see the flow is indeed triggered. However, when I click the "Test" button to see if the flow works as intended, nothing happens. It acts as if there is no link between the initial trigger and the next node. I created the flow yesterday and it worked for a couple tests
Flow test succeeds but no triggers are detected from real events in Recruit
I created a flow that uses a Recruit record update from the Candidates module as a trigger. This trigger has criteria for the Candidate Status field as well. These flows were working live for a short period but have recently stopped. Now when the flow
Updating Task Owner on Zoho Projects via Zoho Desk using Zoho Flow
Hi, as stated in the title, I'm trying to update Zoho Project tasks via Zoho Desk using Zoho Flow. map setTaskOwner(int userID, int projectID, int taskID) { url = "https://projectsapi.zoho.com/restapi/portal/****/projects/" + projectID + "/tasks/" + taskID
Missing entries -google sheets integration
Hi Team, We are planning to upgrade zoho flow plan .But we are facing a problem in integrating with google sheets which is our main use case. when we are changing the lead details ,new entry is not being created.it only happens when lead is edited and
How to extract JSON data where key contains specual characters like dot or square brackets?
Hi, I integrate form data from WIX.com and therefor cannot modify the original JSON names. I have to handle JSON-keys like: - contact.Name.First - contact.Email[0] the standard access like ${webtrigger.payloca.data.contact.Name.First} or ${webtrigger.payloca.data.contact.Email[0]}
ZOHO Flow has No task history found HELP
Hi, I'm a novice to ZOHO and rely on learning as I go. I have followed ZENATTAS Tutorial on 'Shopify To Zoho Inventory Integration & Automation". Ive checked my settings about three times. I have a flow created based on this tutorial, and it seems to
Show flows to sharepoint and teams
Hi, I have flow that created a folder in a Sharepoint Site and that works as intendend but the new Step is to Post that Deal to a Teams Channel and I get a message to the channel but it is empty of the Variables: I new Deal has been posted - ${trigger.Deal_Name}
Zoho disables live flow after custom function failes for few times
Hey, I encountered strange event in during zoho flow testing. I created a webhook zoho flow and turned it on after testing. But it got disabled automatically after flow's custom function failed 4-5 times. Does Zoho Flow disables any zoho flow automatically
Zoho Flow and Zoho CRM --> Invalid Data
Hello folks, I've created a flow at Zoho Flow to Add a tag in the contact in the Zoho CRM. The flow initiate with the creation or updated of the contact at ActiveCampaign and then the Tag will be added by the flow in the Zoho CRM. However, the flow it´s
Zoho CRM Fetch Lead
Is there any way to fetch a Zoho CRM lead in Zoho Flow other than by email address or record ID? My business is mostly e-commerce. When an order is placed on any of my WooCommerce sites, there is an automation via Flow that checks to see if the customer
Zoho Flow connection to Zoho CRM
I connected to Zoho CRM when I test it, but when I save that step in Flow I get this error. {"code":"INVALID_URL_PATTERN","details":{},"message":"Please check if the URL trying to access is a correct one","status":"error"} Hopefully someone has an idea
About Credits
Hello Zoho team, I have a question, we are using Flow for our integrations with external systems and it has been working very well. Since we have increased usage, obviously we had to buy credits and so far we have zoho one license 120,000 tasks + 200,000
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
Trigger field & criteria to action when a Zoho Books Sales Order is 'packed'.
Hi there. I'm trying to write a flow that will trigger when a sales order in Zoho Books is packed. The Status field appears to have several status options (i.e. Order, Invoice, Payment and Shipment). When I look at the dashboard, it also shows the order
Zoho Flow Permissions for Zoho People
I am working on a flow that will connect the Employee info in Zoho People to an application in Zoho Creator. In Creator I have a report that holds a roster of employees at my organization. I would like the flow to allow for changes made to Employee fields
Zoho Flow not handling Boolean properly
Hi, I have a checkbox in one system that I'm trying to sync with a checkbox in Zoho CRM. The value from the source system comes in as blank (unticked) or 1 (ticked). I've written the following custom function to convert the output to either boolean false
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Most Discussed Topics
Zoho Flow Slack error, "invalid_thread_ts"
I've created a Flow and want it to send a private channel message on success or failure of the actions. In the past I haven't been getting error messages when the Slack stage failed. It just didn't do anything--it wouldn't send the message and wouldn't
crm task owner created using flow
Good Day, I created a flow that creates a task in CRM for a specific employee when someone cancels a booking. I entered her name on the field owner and got this error message: Zoho CRM says "Invalid input for Owner. The expected input type is bigint."
Flow Custom Function to remove text from @email.com
I am using Flow to automatically send a slack notification when a new row is added to a google sheet. One of the fields in the sheet is email address but I don't want to send through the whole email address to the slack notification. Ideally just the
Shopify Variables - Abandoned Cart
I'm working on creating some Flows to take information from an Abandoned cart in Shopify and create a lead to follow up with in Zoho CRM. The trigger for Abandoned Cart does NOT contain any variables pertaining to the Line Item/Product/SKU/Etc. However,
Inventory - "Last Modified By" Field from Fetch Package Not Available
When the Zoho Inventory action of Fetch Package is used in Flow, part of the response is the field "last_modified_by_id". This field is shown when looking at the output of the action in the task history. Unfortunately, this field is not available for