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 actionsFlow - 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 thisProblem : 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 zohoSend 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, Adamneed 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 replicateCreate 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?Woocommerce Line Item Information
I'd like to add each line item from a Woocommerce order to a zoho creator form record. The line items are found within the line items array, but I'm not sure how to get each item out of the array? Any help would be much appreciated.Backup flow, see change log / history
Hello, I would like to know, how flows can be saved, copied and tracked. If I work on a Flow with multiple other colleagues we need to see the Changes made by others. Is there a history, changelog or something else? Also we need to backup/import flowsImport CSV file into Zoho CRM using Zoho Flow?
Is there a way to automate the import of contacts from Zoho Flow to Zoho CRM? I have a csv file on a remote server that I would like to pull off and import/update on a schedule. I know you can do it with Zapier but I would like to stay within the ZohoAttach file uploaded via Zoho forms into CRM
Hi everyone, facing currently the problem that I like attach uploaded files from Zoho Forms into Zoho CRM. My approach was to use Zoho Flow but when using the Zoho Forms trigger, I receive the files in this structure: https://forms.zoho.eu/api/form/Testform/formperma/XXXXXXX/resthookdownload?filepath=/Testform/FileUpload1/12312312_Test_PDF.pdfHow to make one code flow run for multiple people in the org
Hi Folks, I have built a flow to transfer a Zoho calender event as Zoho CRM module record. The code works perfectly as needed. But the issue is I want the same functionality for others in our org. It is showing only my calendar in the selection trigger.How can I throw an error / terminate the flow from within a custom function?
As the subject says. I would like to be able to terminate a flow from within a custom function if certain conditions are not met. I know I could hook a decision box to the output of my custom function and check return variable, but hoping there is a moreExtract first and last name
I am trying to build a custom function in Flow, when a new Zoho Booking is added I want to split the Name field into first last name. I understand the function needs to be a string and this works but I am unsure how to write this in the flow script. resultFlow based on New Deal - layout field problems
Hi. I've built a Flow to create a Deal-specific folder within WorkDrive. It works except for referencing the Deal's layout. In my Zoho CRM, there are two types of Deals (separated by layout). For my Flow: Trigger on New Deal Then, I call 'Fetch moduleDelay not accepting fraction of hours?
Hi, I have a simple flow, triggered by submit in a form. I set delay of 7.5 hours & then 16.5 hours each one sendingme an email. Having reviewed the flows, I see that the durations was just 10 hours, which confused me? I have to assume that 7.5 hoursMulti-Select Flow Between Modules
Hi, I have a Multi-Select Fields in my "Clients" module in Zoho CRM. Whenever that fiels is created or updated, I want it to reflect a similar field in my "Enrollments" Module -- so they match. I keep running into JSON errors for some reason. The mainMessage as a bot to user now says: "The message recipient id sent in the API is your own user id. You cannot send messages to yourself."
Hi I used to be able to have a bot message myself in cliq when something happened . Now the connector Message as a bot to user gives me this error when testing: Zoho Cliq says "The message recipient id sent in the API is your own user id. You cannotLink 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 tasksSyncing Cliniko and GoHighLevel Calendars
We have a client and we are using the GHL calendar for bookings. However, she has her own booking system and she got a double booking, since she has 2 different calendars. I want to integrate Cliniko with Zoho to enable GHL functionalities. I want toZoho 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...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 areaAccessing 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 differentTriggers in Zoho Flow
If we upgrade our Zoho Flow, will the amount of triggers increase on a flow? I work for a touring company and I am automating our itineraries that we send and I can no longer add any other triggers. We have around 200 templates in English and 200 in Hebrew.Adding clickable url in ticket Zoho Desk
Hi. I want to add a clickable url in the ticket description in Zoho Desk. At the moment, the link is correctly generated in Zoho Desk, however, the link is not clickableZoho Finance Limitations 2.0 #11: Zoho Flow > CRM Zoho Finance Module ... error saying Module not supported via API
I'm trying to create a flow where I add a note to the CRM Finance (Sales Order) module after a flow is triggered. Scenario When a package is shipped via Zoho Inventory I want to add a note to the related CRM Finance record to Sales Reps can see details.WorkDrive 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 possibilityNo option to set up Zoho OAuth Connection like in Zoho CRM and Creator
In Zoho CRM we use the Zoho OAuth connection to build connections for actions that require scopes from multiple Zoho products (ex: Mail Merge in Zoho CRM V5 require scopes from both Zoho CRM and Zoho Writer). These scopes do not exist in one product aloneIs it possible to update zoho projects task from zoho sheets having one way sync with the task details available in the sheet?
Hi team, I was working with zoho projects I am having a large number of tasks I am looking to have the tasks with the task information in a zoho sheet and create a one way sync between zoho projects and zoho sheet and update the tasks.Why in Zoho Flow was upload file to Workdrive left out of the box?
We are trying to use Zoho Flow to upload 1 file that comes to Google Drive each time 1 customer sends a document... The service we are using can only put the files in Google Drive, so we have a Flow that triggers with this file arriving to GDrive andCreate Invoice with Multiple products
I have a trigger action of Create New Deal. When it is created, in Zoho Flows, I evaluate to see item A in the deal is true. If it is TRUE I want to add two specific items/products to the Zoho Invoice instead of 1. The two that I need is a combinationCreating new Project in Books from CRM
Hello all, I have used workflow rule in CRM to create a new Project in Book when a Deal is won: - Rule creates webhook when deal is 'closed as won' - Flow takes payload and creates new project in books My issue is the customer. Books wants the 'customerUsing Email Triggers on Zoho Flow
Hello, I'm sending the email to create the variables as this article says: https://help.zoho.com/portal/en/kb/flow/user-guide/create-a-flow/articles/email-trigger#How_email_trigger_works But the collection of the variables only seems to work when theHow to create subfolder in a folder just created through flow
Through Zoho flow i just created Folder A. How in the same flow do reference Folder A to be the parent folder for the subfolders I want to place in it?Webhook actions
Is there a way to have an action to an external API that is not supported. (i.e. a webhook action instead of just a trigger) For example, I want to create an action that will PUT or POST to a CouchDB database whenever there is a submission on Zoho SZoho Flow API
Hi, are there an api for Zoho Flow? We would like to integrate Audit Logs, Flow settings and the list of Flows into our systems.Digest by Zapier Equivalent for Zoho Flow
Are there any integrations that work similarly to Zapier's Digest that store trigger data into lines that can be delivered on a schedule."Zoho CRM says "Zoho CRM says 'Lead_Status cannot be updated as it is in blueprint'. Check the input for Lead_Status and try again.""
Hi Zoho Team Sevreals months ago, my script could updated the Lead status, but from November upto today i see the following message: "Zoho CRM says "Zoho CRM says 'Lead_Status cannot be updated as it is in blueprint'. Check the input for Lead_Status andcrm 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."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?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"Next Page
Access your files securely from anywhere
New to Zoho Recruit?
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
Celebrating 100+ WordPress Plugin Integrations in Zoho Flow
Hello everyone, We are excited to share a major milestone with you—Zoho Flow now supports over 100 hand-picked WordPress plugin integrations! The Zoho Flow plugin in WordPress has reached 4000+ downloads as well. This achievement comes just seven monthsImportant Update on Sendmail Statements in Custom Functions
Hello everyone, We have an update regarding the use of the sendmail statement in custom functions. We plan to allow only verified email addresses as 'From' addresses for emails configured in sendmail statements starting December 1, 2024. This change aimsZoho 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
Most Discussed Topics
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 IDAssociating 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 specificZoho 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 customCreate & Update Zoho Vault Passwords via Zoho Flow
Hi Zoho Flow / Zoho Vault Team, We’d like to request an enhancement to the Zoho Vault integration in Zoho Flow. Current Limitation: At the moment, Zoho Flow supports only the following selected Zoho Vault actions, such as: Fetch passwords, Share passwords
Zoho Developer Community
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.