On Zoho Flow, Record deleted trigger from Zoho Creator
On creating flow in Zoho Flow, when we select app Zoho created, it provides 3 trigger options - Record created, Record updated and Record created or updated We need trigger on "Record Delete" as well, We have a use case to fire our system api if record
MS Teams Flow Integration Question
Where can I find the chat ID for the "Post message to chat" target?
Zoho Flow - Access denied to recover recording from call module - OpenAI
Hi, I am trying to build a Flow to recover recoding when a new call is saved in my CRM. I have integrated my CRM with ringcentral and the recordings are saved in the event. Trigger: When new module entry Step 2: Fetch module entry (Zoho CRM says "permission
Unable to send price in big commerce from zoho flow.
I am creating a flow from zoho flow to create a product in zoho inventory and sending this to big commerce. But the problem is like when ever i send the price its getting error. it require decimal format value if i am sending ${trigger.sales_rate} the
Not sending mail to new lead in zoho flow
I have created a flow in zoho flow and triggered an action to send email notification when the new lead is created but even after user entering the mail id the email is not going to them
Zoho Flow + QuickBooks Estimates – Line items not created from CRM subform
Hi everyone, I’m trying to create QuickBooks Estimates from Zoho CRM Quotes using Zoho Flow. I’m aware that Zoho Flow’s native “Create Estimate” action does not support multiple line items, so I followed the community guidance for Invoices using a custom
SAP S/4 HANA Integration via ZOHO Flow
Hi How do I change the SAP Client ID while creating a new connection ? MY client ID is 421. I believe the client id should be an input field for length 3 numbers rather then a drop down to select from a fixed set of values. Thanks
Flow using way too many tasks
I built a flow that is using way too many tasks for what it is doing. I reached out to support a week ago but never heard back so hoping the community can help. Does a filter count as a task? I am seeing tons of records filtered with < 1 Sec Time Taken
Associating a Candidate to a Job Listing
Hello, I am trying to use Zoho Forms embedded on my website for candidates to apply for a job opening. I want the form then to tie directly with zoho recruit and have the candidate be automatically inputed into Recruit as well as associated with the specific
Associating a Candidate to a Job Listing
Hello, I am trying to use Zoho Forms embedded on my website for candidates to apply for a job opening. I want the form then to tie directly with zoho recruit and have the candidate be automatically inputed into Recruit as well as associated with the specific
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
Update related module entry Zoho Flow not working with custom module ?
Hi everyone. I am facing an issue here on Zoho Flow. Basically what I am doing is checking when a module entry is being filled in with an Event ID. Event is a custom module that I created. If the field is being filled in I fetch the contact with its ID
Inquiry Regarding Automated Assignment of Zoho TeamInbox Messages using Zoho Flow and Deluge
Hello, Our company is currently using Zoho TeamInbox, and we are interested in automating the assignment of responsible parties using tools such as ZOHO Flow and Deluge. Is it possible to achieve this? Allow me to provide more details. Currently, when
Flow - Fetch info from drop down in another module
I am running into a road block which I thought would be a simple task. My goal - The account is assigned to a "route" which can be selected from a drop down menu and adds a tag to the account accordingly (easy enough). Now when I create a task for this
Connecting email for each department in ZohoDesk
Hi! Could someone help me to go through connecting emails for each department?
How to update Acuity appointment fields from Zoho Flow?
Hi, I need help with Zoho Flow → Acuity Scheduling integration. What I’m doing Appointment created in Acuity Zoho Flow creates a Zoho Calendar event I want to send the Zoho Calendar Event UID back into Acuity (into a custom form field) This is so that
Problem : Auto redirect from zoho flow to zoho creator
Hi there, I've been waiting for zoho team to get back on this for last couple of days. Anyone else have the problem to access zoho flow? everytime I click on zoho flow it redirects me to zoho creator. I tried incognito mode but it still direct me to zoho
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
Create folder is fetch fails
coming from zapier... zapier has a google drive task that searches for a specific folder in google drive, and if it fails to find the folder it will create a folder based on the search criteria, and contine along the singluar path of the flow. Trying
Smartsheet Integration
Has any in the community been able to integrate Zoho Desk with Smartsheets using Zoho Flow? I am trying to get the Smartsheet Row ID based on ticket data and cannot find documentation on the Get Row function for Smartsheet. It is asking for a Query String
need to upload from airtable to google drive
I have a zapier zap that automates between airtable and google drive. When a customer uploads a new file into airtable via a client portal interface, zapier uploads that file into a folder linked to that customer's project record. I need to replicate
Is anyone using Zoho Flow with airtable?
I need to build a flow that collects data from airtable and uses some of that data to create folders and files in google drive. I have fully function version of this in zapier and want to migrate to zoho. I am trying to perform a very basic fetch from
Webhook Authentication Key
As Google Ads' lead form extension does not integrate with Zoho CRM at the moment other than Zapier. I want to use the Zoho Flow webhook feature to send leads to Zoho CRM. Meaning creating a flow in Zoho Flow that triggers based on Webhook and then webhook
Create project (flow) and assign to person without account (company)
Hi Zoho Support & Community, I'm trying to automate a process using Zoho Flow to create a Zoho Project and link it directly to a Zoho CRM Contact. This reflects our B2C workflow where we primarily deal with individual Contacts, not Companies/Accounts.
"Is Zoho CRM customer" vs "Is linked with Zoho CRM"
Recently while building a Flow, I was setting up a Decision action following a Zoho Invoice Fetch record action. There were 2 choices that I had not seen as something I could manually action in Zoho Invoice: "Is Zoho CRM customer" and "Is linked with
Using Zoho Flow to create sales orders from won deal in Zoho CRM
Hi there, We are using Zoho Flow to create sales orders automatically when a deal is won in Zoho CRM. However, the sales order requires "Product Details" to be passed in "jsonobject", and is resulting in this error: Zoho CRM says "Invalid input for invalid
Rate 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 a
Flow Task Limits - How to Monitor, Understand Consumption?
So, I got an email last night saying that I've exhausted 70% of my tasks for this month, and encouraging me to buy more tasks. I started to dig into this, and I cannot for the life of me figure out where to find any useful information for understanding,
How do I trigger a Flow based on a campaign response?
Is there a way to trgiider a Zoho Flow based upon a lead opening an email sent via Zoho Campaigns? I see that the data is recorded in the 'Campaigns' section of Zoho CRM under 'Member Status' and I want to trgigger a flow based upon that record changing.
Zoho Mail and Zoho Flow integration to automatically create ToDo tasks from outbound emails
How do i setup Zoho Mail and Zoho Flow integration to automatically create ToDo tasks from outbound emails
Dropbox to Workdrive
Namaste, Trust you all are doing well. Wanted to check how this can be done with Zoho flow. I typically receive dropbox links from my clients. Is there a way where I can provide the link to Zoho flow and it downloads the files from dropbox link to a work
SAP S/4 HANA to CRM Integration - change the SAP Client ID
Hi I am trying to push the business partners from SAP S/4 HANA to ZOHO CRM module. The SAP Client ID is 421 in my case....kindly let me know how do I specify the sap client because it's a dropdown with specific values as of now. Thanks Ravi Aswani
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
Pass current date to a field using Zoho Flow
I am trying to generate an invoice automatically once somebody submits a record in Zoho CRM. I get an error in the invoice date. I have entered {{zoho.currentdate}} in the Date field. When I test the flow, I get "Zoho Books says "Invalid value passed
Is there any way to get notified when a failure execution happens on a Workflow ?
Hello, I wanted to know if it was possible to get notified (like with a mail for example) when a single failure happens on a specific flow of my organization ? I know that there's a mail which warns you when there's 20 failure in a row on the same flow,
Google Sheets New Row vs. Updated
I would like to have a flow that says update Zoho CRM is there is a new row OR an updated row in Google Sheets. I would rather not have two flows. Anyone know how I can accomplish this?
Zoho Sign Document upload to the Attachment section of the Zoho CRM Deals record
Hi, Is there a script I can use to attach a document once signed in the Deals record attachment section? I know that the fiels are uploaded in the Zoho Sign Document module but our client wants it in the attachment section. They are using the "Send with
Trouble fetching custom fields from Zoho Booking
I'm following the instructions from here : https://help.zoho.com/portal/en/kb/flow/user-guide/app-specific-documentation/articles/zoho-bookings#1_Problem_with_accessing_custom_fields But I can't get this to work. Here is the result of a test booking :
Pushing to Shipstation from Zoho
I know there are four triggers in Flow for integration with Shiptation when something happens in Shipstation. What options do I have, if any, for pushing data TO Shipstation from Zoho?
Integration with ShipStation
Any plans to integrate flow with Ship station? My scenario: When a sales order is fully picked order details get pushed to Ship station so shipping label can be created. Ideally then tracking number would be pushed back to order. Thanks
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