Can 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?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).GoToMeeting Organizer and Co-Organizers, no way to specify without custom function?
So, my problem is that I am the developer for the company, I never attend meetings. The Flow for bookings/gotomeeting assigns me as the organizer for every single meeting it creates. There is no way to assign an organizer and the option to add co-organizersFetch Creator Record
I am trying to fetch a record from Creator but it does not seem to be working for me. Please see below that shows the invoice id is not carrying from the “Payment received” output over to the "Fetch record” input.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 duHow do I prevent this Issue in Flow?
When sending an Email Template that has set recipients. Zoho CRM says "You cannot send email to this record as associated contact doesn't have either a primary or secondary email address" I am not sending any emails to this contact in the first placeBranch on Webhook Value
Hi, How do I set up an If statement based on a field that is a webhook value. One of the fields in the payload is "Lastname". I need to replace it with the email address, if it is Null.Can't use $ as dollar sign before amount since Zoho Flow thinks I'm pulling from value
Hi Zoho Desk, For my GMAIL Send Email Action. In the body, I want to pull the amount (number) from the trigger record, but I want to preface it with the "$" sign. So I specify in the Body of that Send Email action: Payout Amount: $${trigger.Total_zf_Amount_zf_ACTUALLY_zf_PAID_customFields} Notice that because of the dollar amount, there are now 2 $ next to each other. This is causing problems. When the email gets sent, all the other values get pulled in but for this part in the email it says: PayoutSupport Zoho Meeting in Zoho Flow
Having the ability to create a Zoho Meeting from within Zoho Flow would be very handy. It's possible to do with other platforms like GoToMeeting and TeamViewer, but not with Zoho Meetings.Flow - Merge Writer Document (not mail!) / Which settings in Flow??
Hi, I have created a flow CRM - Writer. In the output I get en error. Zoho Writer says "Invalid parameter values found. Please try again with supported values." I cant figur out what I did wrong. In the settings for writer I dont know which paramter Ihow can I link data from zoho creator to zoho Book with the same ID by zoho flow?
I wanna to add record in zoho book once created in zoho createor but i face problem in matching fields by custom IDPriority 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% ofElementor says null
We have done a conection between Zoho Flow and Elementor using the Zoho Flow's plugin for WordPress. The conection is propertly done with the api key and Zoho flow delivers a positive result when testing the conection. We have created a form that worksQuotient to Zoho Crm (deals)
Has any one intergrated Quotient to Zoho CRM? We are looking at intially trying to do the following: 1) Create quote in Quotient - create deal for contact in Zoho CRM 2) Quoted accepeted or declined update quote in CRMzoho flow
How to create a custom module record, from zoho flow and what value need to be entered in field?zoho crm module application link store
what value should be given in application link <> store field in application link store moduleWait till document (Zoho Sign) is signed
Hey i want to do a quite simple Flow-Process, but i am running against walls... Here ist the planned Flow: 1. Trigger from Zoho CRM: Field Update to XYZ 2. formatDate 3. Send Document from Zoho Sign To this point it works perfectly fine. But now i wantupdate zoho form with zoho flow
I am trying to use a zoho form as a controlling document for a Zoho Form. I need to be able to create a project from a new form (got that working) Need to update the Zoho Form with the unique ID from the project. (fetch form by unique_id is missing)Map Gmail Message Data to Zoho CRM
I have an email that is created with 1 line per field data Email data looks like this: First_Name(Jane) Last Name(Doe) Nickname(Janie) State(QLD) Is there a way to push the data in the brackets into the same fields Zoho CRM? I can change the way thisfetch creator record
I am trying to fetch a record from Creator but it does not seem to be working for me. Please see below that shows the invoice id is not carrying from the “Payment received” output over to the "Fetch record” input.Desk and Flow
I need to associate a lot of Accounts to a contact. I want to do that with G Sheet and Zoho Flow. I can fetch contact id and account Id but I dont know how to build the custom function that associate that contact with that account as a secondary account.Deluge creator integration - creator connection does not exists
Hello, Im trying to use the new integration instead of using the v1 that will be deprecated. so my old code its this one: getrecord = zoho.creator.v1.getRecords("roboplan","planeamento-plano-b","Tasks_Report","Task_ID ==\"" + taskid + "\""); The new codeWoocommerce and Zoho Inventory
Like on this one: https://www.kloudconnectors.com/zoho-inventory-to-woocommerce-stock-connectorGoogle 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 Bigin connection from Flow
Hi, We have created a Flow which uses a webhook to receive data from a form. The data includes a Bigin dealid and dealname. That part works fine, as we can see the data in the flow and we also tested sending data to the webhook using Postman. Then, weCreating related module entry on flow problem
Hello, When trying to create a zoho crm module entry on flow it will not show my custom module name to add "related module" data. Example: Creating a task upon completion on successful decision. My module is named "Buildings" That is re named from theOutreach > Zoho CRM
Has anyone made any flows for Outreach? I am struggling to get a lot of the relevant data to move over.Zoho Flow - 'Filtered' issues
I have built a flow between Sprints and Aha - it was running successfully and still runs successful in Test mode but when turned on now 'filters' all executions. I have tried multiple changes - the trigger filter is a specific Tag which was working beforeImporting Statements to Google Sheet
Hi, I'd like to import all customer statements on a quarterly basis to a Google Sheet with rows for 1. Contact ID 2. Contact Name 3. Mobile No. 4. PDF Link of the statement with all the statements of the quarter to be in a folder in the google drive.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, JeffZoho 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 falseCustom 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:Zoho Flow Email Trigger Character Limit
I have created a flow which is triggered by the zoho mail app. It is triggered upon receipt of an email (5 minutes polling). We have an extension which will send an email with contents of csv. We have some custom code which is creating several tasks outSend Mail Merge from Zoho CRM via Zoho Flow as inline
Hi, we are currently investigatin on how to achieve the following: We do have 2 Custom Modules in CRM and we need to combine both data to be sent via e-mail. As we can have mutliple entry in the related Custom Module, we used a mailmerge template withHow to create event in Flow and link to a deal
I have the deal ID but no where to put it. I can create and event fine but it's just hanging out unconnected to anything. Is this not possible? Seems like it should be obvious but I don't see it.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 morepostURL Function
Hello and thanks for reading. I created a Zoho Flow that needs to execute a postURL function as its last step. For some reason, I am not reading the documents correctly when it comes to formatting. I assumed it would work similarly to invoking a URL whereZoho Flow invokeurl /api/forms/json/leave/updateRecord error "Missing parameter(s) in the request"
Hi, I executed this in Zoho Flow to update a Leave Record in Zoho People :- ======================================== UpdateLeaveRecord = invokeurl [ url :"https://people.zoho.com/people/api/forms/json/leave/updateRecord" type :POST parameters:UpdateRecord.toMap()Flow for adding WooCommerce account to Zoho CRM not mapping correctly
As part of a flow setting up/updating Zoho CRM contacts and accounts, I have the flow mapping the billing and shipping addresses from a WooCommerce order into a CRM account. When I test the flow it shows this: Create account input: Shows Billing CityZoho Flow - need to format the System Variable -> Current Date
Hi, I am unable to format the System Variable --> Current Date in Zoho Flow. Please let me know how can I format that date. Currently the System Variable --> Current Date appears as e.g. : 2020-12-31 I need to show that date (in subject line of emails,Next Page
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Zoho CRM connection: missing COQL scope
The ZOHO CRM connection does not include the COQL scope, which prevents from running COQL requests in custom functions. The Zoho CRM COQL API documentation states the required scopes for COQL requests: scope=ZohoCRM.coql.READ (and) scope=ZohoCRM.modules.allWorkDrive: Fetch file or folder - By keyword
Hey, Zoho Flow has 4 different fetch tasks inside the Zoho Workdrive integration: - Fetch file - By keyword - Fetch file - By name - Fetch file or folder by ID - Fetch folder Would it be possible to have a "Fetch file or folder - By keyword/name" task?getRecordsById not working for fetching from Books custom module
The custom function I am working on is pretty simple - I need to fetch a record from a custom module in Books. Here is what i am using: response = zoho.books.getRecordsByID("Countries of Origin",orgID,recordID); info response; OR response = zoho.books.getRecordsByID("cm_shipping_detail",orgID,recordID);OneDrive not triggering
Please, I'm in the flow https://flow.zoho.com/#/workspace/default/flows/new_pdf/history. It should trigger whenever a new file is added to One Drive. The connections seems to be ok, but many files already added to the specified folder, and no triggerDate / Time Formatting for Analytics
TL;DR - I can't figure out how to format date time info without losing the time portion. I am attempting to use Flow to Create a Row in Analytics every time a row is created in a Google Sheet. The trigger works fine. The action of Creating a Row is a
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