Log Desk Time in Projects
Hello, I need to create a flow which pulls ticket time entry and enters that into the account associated project. There are a couple key steps missing from certain flows that seem to be holding me up - Particularly, Ticket ID. I've tried Time Entry createdCalendly - Meeting Not Updating
Hi, I want to Calendly meeting information stored in Zoho CRM. I am using Zoho Flow to integrate with Calendly & Zoho CRM. Step 1 - Trigger from Calendly when an invitee creates new meeting Step 2 - Create /update Contact into Zoho CRM Step 3 - FetchUrgent! Troubles with Leads creation CRM
Hi Team Ultravision (org58377049) has not received any Leads from today 28th Feb. (03:00++ CET time). how do we know something is wrong? Our flow function CrearLeadXalianza that today we should have at least 20 created Leads but instead crm shows onlyCan't find field from ZCRM for a trigger
Hello, Currently I am revamping our CRM system and we have created second layouts from to try out new processes while not disrupting the old one. Moreover, we want to use different layouts for different processes. The issue is that when creating the ZCRMConnecting Zoho Flow to Azure Devops
Hi, I am trying to connect Zoho Flow to Devops so I can work with dev work items and tickets but when I try to connect I get the authorisation box I click approve and it seems to go through but then in Zoho flow I get a message saying.. Azure DevOps saysFlow 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,Zoho Desk fetch Related Products (products related to the Account)
When working a Ticket in Zoho Desk, Our Agents need to easily see what services the associated CLIENT/ACCOUNT has. This information is in Zoho Desk, but it's buried 3 clicks deep. The best workaround I can come up with would be to add a custom field "Clientstimed execution
By applying a tag to one or more CRM accounts, Zoho Flow is started by sending webhooks. my flow, using some information from the CRM record, searches for some information in the Zoho Analytics tables and then reports it to the CRM itself. The problemWebhook 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 SIs there anyway to import Clients from Zoho CRM or Projects from Zoho Projects into Zoho People via API or Zoho Flow?
Is there anyway to import Clients from Zoho CRM or Projects from Zoho Projects into Zoho People via API or Zoho Flow?How do you make an existing client of a project the primary client in Zoho Flow?
How do you make an existing client of a project the primary client in Zoho Flow?Is Zoho Flow no longer a support product?
I opened a ticket over two weeks ago and it hasn't been addressed. Does anyone know if Zoho Flow is being cancelled or if they have any plans on fixing it?Bug: Zoho Flow > Zoho Books > Action: Update Recurring Invoice > Project IDs
The Project IDs field on the Bug: Zoho Flow > Zoho Books > Action: Update Recurring Invoice form does not work. I can update other fields for the same recurring invoice without issue. When I try to add a project that belongs to the same customer as theGoogle 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?Integration of AWS RDS and Zoho Flow
Hello! I am not good at English so sorry if it is hard to read. I saw the following article and wondered if it is possible to use Zoho Flow to add new records to the AWS RDS that I use as a database for my web application when certain actions are detectedCliq to User in Flow
Flow/Cliq presents only Cliq OrgAdmin users as valid recipients of Flow-initiated Cliq message. Flow presents an incomplete list of Cliq Users. We have 30+ One licenses and all of them use Cliq on a daily basis. I need any/all to be valid. How do I getInquiry 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, whenNeed Zoho Social as an app with appropriate actions in Flow
Need Zoho Social as an app with appropriate actions in Flow.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 containUploading 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 duIs there any other way to sync leads from wordpress elementor to zoho crm than Zoho flow?
Is there any other way to sync leads from wordpress elementor to zoho crm than Zoho flow just in one go? The problem with zoho flow is that you need to create flows for each forms and if any new form is added on website and team missed to create the newintegration with teachable
Hi there - we use teachable for course delivery, please make a flow to integrate with them!Update a Checkbox
I created a Flow that triggers when we transition a Deal to an Onboarding stage. The purpose of the Flow is to make sure the Account and Point of Contact exist in Desk and create them if they do not. It also creates a Desk ticket and a Project in ZohoZoho 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.Fetch Contact removing trigger values
Hi all, I have a Flow set up that connects Elementor Forms with Zoho CRM. I have also set up Google Ads tracking between Ads and CRM. Because you can only input a value to the GCLID field on create, I had to amend my flow to check for a record's existenceZoho Flow - Incoming Data
Hi There, I am wondering how to retrieve specific data from an incoming form in Zoho Flow 1) I have connected a form to zoho flow 2) Output looks like this 3) How do I get only the email address from data --> newsletter form? so I can add the contactAdd Comment/Notes to Each Action in Zoho Flow for Internal Documentation
It would be great if Zoho Flow could introduce a field to every action where we can make an internal note about why we are doing something with a specific action. This is especially helpful if more than one person from the organization handles automationCreate 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.Idea to improve the Information Design of "My Flows"
Add custom value for eventID
Hello, Using Flow, I like to fetch attendee from the given eventID. But I can't find a way to use the value in the list of event. Please add custom value as it's possible for otherapplications like CRM. My goal is to fetch all attendees of that event.Priority for Queue in Zoho Flow
I know that in a perfect world, Zoho Flow would always execute in real time, with no delays, and no triggers ever having to be in a status of "Queued." This is not the world that we live in. And for the most part, our organization is okay with 90% ofInquiry 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, whenDisplay year in versions date
Hello, I'm discovering flows from a client, and see that there are a lot of updates. However from the date, I can't see which year are the modifications have been made. I know for sure this were made years ago. Please add complete date and not only monthZoho Flow The expected input type is jsonarray Error Message
Using Flow to create a CRM Lead when an appointment is created in Zoho Bookings. I need to update the Product Category field in the Lead which is a Mutli Select required field. Using Flow I am updating the Product Category field with the value - InstantAccept.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.Can you increase the API payload from 200kb when referencing a JSON page
We have a need to ingest a live json file into Zoho Flow. When i try to use it, i get the error API Payload exceeds 200kb Can we increase this anywhere. The file is 540kbUpload File Attachment from Microsoft Outlook into Zoho WorkDrive
Hi Team, It's there is a way for me to upload/copy my file attachments (pdf/jpeg/png) in outlook into Zoho WorkDrive? my Zoho Flow : In File or folder ID to copy, field I unable to fetch my attachment from Outlook. Please help. Thank you.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 withAdd signed Dokument from Zoho Sign to Zoho CRM
I create a lead in Zoho CRM via a webhook and then send a document for signature. I am looking for a way to add the signed document to this lead. Does anyone have any tips on how I can make this work?Dynamic Project Task Due Dates
Hello, I want to create Due Dates for Project tasks based on a backwards calculation from a set date. My idea is when a deal is closed, it will have an "Event Date" field. I then want to create a Project for that said Event. There are a variety of TasksNext Page
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Is 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.Shiprocket - Authentication Error. No reply from support for more than 3 days
PFA error for authentication. From 12th April 3 pm, authentication has failed and the API is returning Null as you can see in the screenshot. Please this is very critical as our whole operations are dependent on this.Create user in MS Entra ID
Hi guys, I want to create a user in MS Entra ID after creating a record in Zoho Creator. I always got this no-meaning error, has anyone had experience using ZFlow with MS Entra ID?Option for Null Response as Error
Null responses from applications are not treated as errors in Flow by default, and I understand the reasoning for that. There are many cases where a null response is perfectly acceptable and not indicative of an error. However, there are many instancesAdd attachment to CRM Deal?
I would like to add a link (URL) to a WorkDrive folder as an attachment to deals in CRM. Is this possible?
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