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 actionsspecify an email template when sending emails in custom functions
Can we specify an email template when calling the sendmail function within a deluge custom function? I don't see anything about this in the API documentation but I thought I would ask what others have done. thanks, AaronCreate 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?Is there a way to sync Google Drive and Zoho Workdrive?
I don't want to migrate from one to the other, I want them to sync on ongoing basis.Support for Gravity Forms someday?
WordPress has a large user base and along with that, many use a plugin called Gravity Forms to collect data. It would be super-awesome if there was a Zoho Flow integration that would allow us to move data into other Zoho apps like Desk or Reports. There is an add-on specifically for Gravity Forms that integrates with CRM, but I need Desk. Thanks, JeffCreate Subfolders with Zoho Flow using Zoho workdrive app
I am trying to make a folder structure that when an item is created in a 3rd app, it will create a folder and subsequent subfolders in my zoho workdrive by using zoho flow. However I cannot figure out how to create subfolders. It allows me to create a folder in Team > Team Folder > Parent Folder. However once I create a Folder A, I want to create subfolders within Folder A to where Folder A is now the Parent Folder. But zoho flow does not allow me to go deeper into the folders than the original ParentIncoming webhooks?
Thanks for adding this to Zoho One... Is it possible to grab the variables from an incoming webhook and create a flow with it? EG. I can set my task manager to send a webhook to Flow when a certain action takes place. I'd like to grab the data it sends and pass it onto another app via Flow. Can this be done? Many thanks.... Rgds JonWhat is the difference between Flow and Orchestly?
And will Orchestly be a part of Zoho One? Thank YouReporting Tags for Zoho Books Integration
When adding or updating a customer in Zoho Books via Flow, I cannot see how to add/update the reporting tags for said customer. Is this a shortcoming in Flow, or am I missing something. If it's not currently a feature, I would propose adding it. FlowCustomer Upload
Is it possible, or will it be possible at some point in the future, to enable an external user such as a customer, to upload files. For example: A marketing agency could create a folder in WorkDrive for a customer. They could then share the folder with the customer and the customer could upload any files that the agency needs such as their logo, etc.. I know other solutions such as Dropbox have this functionality. it would be a great feature for Zoho WorkDrive. Thanks!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, AdamZoho Flow integration with Facebook Messenger and Whatsapp
Hi there, any plans of adding integrations with Facebook Messenger and Whatsapp into Zoho Flow? Seems that more and more business are delivering automated updates such as "your order is received", "your order has been shipped" and so on via these two platforms. Not sure if Whatsapp has the API access needed i am pretty sure that Facebook Messenger has... Kind regards Bo ThygesenExpected input type is jasonarray
I am working on a flow taking info from Zoho Forms to Zoho CRM. The field is Course of Interest. In CRM this field is type multi-select in CRM (There are a dozen courses to choose from and the user can select any number from the pre-defined list). The user filling in the form may be exieting on the system or not. So I don't want to use the upsert function in Zoho Forms / Zoho CRM intergration because I don't want to override the existing information if they are intersted in multiple courses. I triedUsing 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 theWhy 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 andAccessing 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 differentDoes Zoho Flow support Custom Fields in CRM Tasks?
I have been having issues with creating a flow which updates a Creator form when a task is closed in the CRM. The field I need to map to the Record ID in Creator is not available in the dropdown from Tasks in Flow. It is a custom field in tasks. This field is populated with the Creator record ID on submission of the form. If I rewrite the workflow deluge script in Creator to populate a different task field ( Layout_ID) with the Creator record ID - this field IS available in the dropdown and canCalling Flows from other flows
Hello, I have to manage multiple flows, triggered by different webhooks. I noticed that all of them have common blocks (creating a CRM account or updating the account accordingly plus addind notes and tasks). I would like to optimize the flows. My ideaIs 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,Attach 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.pdfcannot create a Ticket in Zoho Desk with Fetched contact
I have a flow which fetches a contact from Desk and creates one if it does not exist then creates a ticket with that contact associated. The problem that I am running into is when I create a contact, I have the contact ID field available to use whenCan you transfer Flows from your Zoho Flow account to other users within the organization?
Can you transfer Flows from your Zoho Flow account to other users within the organization?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.Can't handle the response of subform fields?
I have created the flow for create contact in Books when New record is created in Zoho Creator. When mapping the fields for Books contacts, I can't find some subform fields and also I can't parse the response of the subform field( e.g. [{Added_Location=, contact_account=Only Test Cuber, title=, Modified_User_IP_Address=157.50.245.248, primary_contact_for_accounts=false, Delivery_Contact=false, internal_client_id=6002122438, vendor=false, mobile_phone=, delivery_setup=, Added_User=zoho_frank1111,Adding participant to event using Contact ID - JSONarray
I have two issues: In Zoho CRM blueprint: I'm asking my user to create a new event. The event is related to the Deals module. I want to add the Deal's related Contact as a participant. However, blueprint does not allow me to ask the user to add participants (can only add the host) . (Screenshot 126). Can you fix this? Otherwise, I have been working on a workaround where a Zoho CRM event triggers a zoho flow by webhook. I fetch the Contact associated with the Deal (which is associated with the Event).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. ThanksZoho Forms - Clients to upload documentation
Hi there I am wanting to please find out whether or not leads / clients are able to upload their own documentation through Zoho forms / Zoho CRM. We have a product which requires personal information such as identification and proof of residential address to be sent to our agents in order to complete the sale agreement. Can the form be embedded onto the website or is there a link a client can follow in order to upload their required documents, and which will "attach" these documents to the clientsAPI zoho Forms
Hi, are there an api for zoho forms? We would like to integrate it with our applications.Developer edition?
Is there a developer edition available where we can build own connectors and possibly market them on Zoho Marketplace?Create 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 combinationMapping Dropdown Fields
I'm having an issue when trying to map my typeform to zoho CRM. I have dropdown fields in zoho crm and the same fields in the typeform but when it comes to mapping I can't map them. This is possible to do in Zapier. Is there a workaround here? Do I need to create separate variables with conditions to assign the values or something?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 webhookHow can I clear out a value in a field or set it to null using Zoho Flow?
Hi I have a trigger that sends Zoho Leads to my Zoho Flow. I want to update a field in the Lead by REMOVING any value that it has in it. I want to set a particular value to null. I' using the action of "Update Module Entry" but have not been successful in removing the value. I know I can override it with another value, but that is clunky for me. Is there something I'm missing? If I leave it blank in zoho flow then it retains its current value. Please help.Entry created or updated - not getting all fields
I have a flow that fires on an entry being created or updated in a custom module in CRM. It is only supposed to proceed if a particular field is false and once fired, immediately updates that field to true to avoid running multiple times. For some reason,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 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...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 flowsCustom Functions with Key-Value Pair as Argument
Hi, I have created a web hook in Zoho Flow that receives a stringified JSON object, and I want to pass that JSON object to a custom function in Zoho Flow. How do I define the custom function to accept the JSON object? i.e. can I define it something like: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. TheZoho Flow - Create Quickbooks Invoice
Hello, I am looking to create a flow integration between Zoho Inventory and Quickbooks Online and I am not sure how line items are transferred from Inventory to QBO. I am in Canada so the native integration between Inventory and QBO is not yet available.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
"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 withIs 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
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.