Using Friendly Name in Zepto Mail in Flow
Are you able to use a friendly name in the "Zepto Mail - Send Mail" action in Zoho Flow, (ie. Friendly Name <friendlyName@domain.com> )?Issue with Dropbox Connection in Flow
Hello everyone, I am currently trying to connect my Dropbox with Zoho Creator so that everytime a record is created a corresponding folder is created in Dropbox. I have figured out and tested the connection and am able to make the folder whenever I createDeluge: How to get the application/octet-stream response using the 'invokeUrl' method?
I'm in the middle of setting up a 'scheduled email notifications' Flow, but I am unsure if this is the best path to do it. So alternate title for this post is "What's the best setup for emailing an inventory feed to your customers." The setup is simple,specify 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, AaronFetching multiple Creator records in Flow workflow
Hi all, Just trying out Flow and attempting to do something fundamental but I can't find any method that might work. Simple scenario: 1. Based on a Creator form action (say, add record), create a new project in Zoho Projects. 2. Now, find all of the recordsFlow to Cliq that is run by another account
I am trying to create a Flow that will send a message to a channel in Cliq. But the Cliq is not registered in my Zoho account, but somebody else. Possible? If not, why not?Zoho 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.How do I create an Estimate in Zoho Books with Multiple lines from a sublist in Zoho CRM?
Hi, I have a product sublist in Zoho CRM deals, and I need to generate an estimate in Zoho Books that contains multiple lines based on the product sublist on the deal. With Flow I can only create an estimate with one line. How would I do that?Zoho Flow. Zoho deluge update record issue.
Hello. I have an issue with Zoho Flow custom function. I'm trying to update a Zoho Desk Ticket. It works fine, except one field. It is impossible to update a ticket status which has a CLOSED status type. Here an example: This function works fine. ButFetch all records - Flow
Hi How do I fetch all records that fit this criteria?Zoho Flow Logic Decision - Both junctions are "On Error"?
I have built my first Zoho flow and I'm confused by the logic decision, see attached screenshot. - The flow checks is a customer ID is null (in Shopify) - If the Custoemr ID is null, it creates a customer - If the customer ID in not null, it creates aHow can you use Json from webhook?
I need to access one of the JSON variables in a custom function to remove a character. The code is: string cleanString(string filthystring_json) { email = filthystring_json.getJson("email"); return email.replaceAll(';',''); } However, filthystring_jsonZoho Flow: Add notes from ServiceM8 to Zoho CRM
We book a job on ServiceM8 to dispatch a technician for customers. We'd like the notes from ServiceM8 to be added to CRM module (Contacts)--the notes should be added to customer's profile. But, "Add notes" requires the "Entity ID". However, ServiceM8Permission ID for Updating file or folder sharing permissions
Hi there, I am currently trying to set up a Flow where I created a DocuMerge file and store it in my workdrive. My next step is to change the permissions of the file to be shared with my organization so people who click on the permalink of the file canZoho Flow and Woocommerce Custom Checkout Field Meta
We have a custom checkout with custom fields. The plugin works with Zapier and when you link Woomcommerce you can see all the custom field data. Using Zoho Flow only shows the standard Woocommerce meta data and none of the custom fields. I wonder whatLimited Google Tasks Integration
When using Flow you only have the ability to add a task name but not the Due Date or Notes (Description). It's strange because the information is clearly available from ZohoCRM but your Google Tasks integration is limited to the Task Name field only. Please fix this. A task without a due date is useless.How to include amount from Zoho Analytics (or Zoho Books) in email
An email is sent from Zoho Flow. I would like one dollar amount to retrieve based on customer ID. The dollar amount is a sum of time entered x respective rates. This amount is available as two column (customer ID / total amount) report in Zoho Analytics.Avoid triggering flow more than once on the same CRM module record
New to Zoho Flow here! I have a flow set up to post to a slack channel upon trigger [ Updated Module Entry, Filter Criteria: field X equals value Y ] on a deals module in Zoho CRM. I want to avoid multiple posts to Slack if additional changes in theZoho Flow sync Zoho CRM Meetings with Outlook shared calendar problem
Hello, I'm trying to sync Zoho CRM meetings with a shared Outlook calendar through Zoho Flow. I can create an event in Outlook calendar, but I can't update it when a Zoho meeting is modified. I keep getting the following error: Outlook says "The ODataHow to delay a flow until a crm deal is (automatically) created
HI, I've the following process, which inludes a flow. - a zoho Form is submitted (containing fields and uploaded files) - Fields are push to a deal in CRM - Files are pushed to zoho Workdrive When the files are uploaded by Forms, a zoho Flow is triggered.connect GoogleDrive with WorkDrive
Hi, I started creating the flow for the connection between google drive and workdrive. The flow must copy in real time the file that is uploaded to google drive. If I go to Folder Information and copy that ID you tell me invalid ID. Where do I copy theForeach logic in flow
Hello, is there a way to create a foreach logic in Zoho Flow? I'd like to do the following. When a record is updated: take a string from a specific field of that record (a list of full names separated by commas) for each full name, fetch the correspondingWhy forcing mandatory fields when updating module entry?
Something that's causing me trouble and is resulting in not being able to optimize the use of 10 allowed Workflow rules when creating Flows for Books: forcing mandatory fields to be updated when updating module entry, Invoice in particular. My case: we added a custom fee in "Contacts" in Books named "Reseller". Then, we created the same custom field on Invoices. The Flow I'm trying to build would be to update that field on Invoice when an Invoice is either created or edited by fetching it from Contact.Feature Request: Export\Import Flows
Hi, As A Zoho Systems Builder and implementer, I Like Working With this great tool! Makes my automation work a lot Easier! Thanks! It would Save me a lot of time if I would be able to export And import flows (To JSON).Accessing Data for a flow
Hello - I have a field from a trigger that returns this date when I look at the test data: "contacts": [ { "emails": [ "xxxxxxxxxxx", "xxxxxxxxxxx", ], "lastName": "Chandler", "firstName": "Joey", "name": "Joey Chandler", "answers": [ { "question": "Phone",API zoho Forms
Hi, are there an api for zoho forms? We would like to integrate it with our applications.Flows Currently Being Queued for a LONG Time
As also reported in the thread below, we too are having a number of Flows stuck in Queued now - some for over 1 hour. Clearly this there is a problem with Flow that is impacting multiple accounts. Yet the status.zoho.com for Flow still shows fully operational.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, JeffCustom function in Zoho Flow to use Zoho Analytics API to sync data between Zoho Analytics and Zoho Desk
Hello, I want to use Refetch ata Endpoint: https://<ZohoAnalytics_Server_URI>/restapi/v2/workspaces/<workspace-id>/datasources/<datasource-id>/sync In Zoho Desk, we use the Zoho Analytics integration to synchronise data from Desk to Analytics. Since weFlow - Function problem
I have spent days trying to get this to work, but I cannot get it to work. I have a flow that triggers on a zoho form submission. This form has a field called "Employee_ID" on it. I need to fetch the creator record and retrieve the record ID so I canZoho Leave API invokeurl returns error code 7019 "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()UnParsable Date From Zoho Calendar
Hi, I'm trying to send new events created in Zoho Calendar over to Todoist and have an issue with the date format in Zoho Calendar. The Date format Todoist needs is 2016-09-01T11:00:00 Zoho calendar date looks like this: 20190612T160000+0100 I'm trying to use the following to convert the date: string ConvertCalendarDAte(String CalDate) { result = CalDate.toString("yyy-MM-ddTHH:MM:SS"); return result; } The error is get is : UnParsable date at line number 3. Resolve the errors and try executing itThe Commerce New Order trigger doesn't provide the Email Address or Company fields
Hello, While there are other ways of getting at them, it would simply things streamline certain flows if the "Company" and the "Customer email" fields were both available directly from the Commerce New Order trigger. Both are also absent as an availableZoho Finance DELETE Scopes in Flow Connections
When creating Flows related to Zoho Finance data, a big, missing piece of API Connections is the DELETE scope. I cannot use Deluge to delete anything—records, attachments, etc. I am "not authorized" to perform that operation, even when I select "all triggers/actions"Zoho Forms availability in Zoho Flow
What determines if a zoho form appears in the list of available form in zoho flow? I have a form that is not showing.Fetching ALL data (including custom fields) from Zoho Connect trigger in Zoho Flow
I have a Zoho Flow that is triggered whenever a task from a specific board is closed in Zoho Connect. The task has several custom fields. In Zoho Flow, I cannot see a way to access these custom fields, even though the data *is* in the triggers output.Expected input type in date
Hi, the date format in my country is dd-mm-yyyy and even though I have set that as the default in each zoho app I use, they all still seem to want to use yyyy-dd-mm. I have a date that is entered in a date field in Zoho Forms in dd-mm-yyyy when it isAutomation to, as soon as Z_Books generate a sales order from Z_Commerce, Z_CRM generates a Deal.
Hello there, let me explain my need, when a client submits an order in Zoho Commerce, Zoho books immediately creates a Sales Order. What I want to do is make Flow that starts automatically a Deal in Zoho CRM every time that a Sales Order that comes fromZoho Inventory // Lineitems from sales order
Hi There, Hope I haven't missed something obvious (as a newbie). When a sales order is created, I am trying to loop through the line_items and then trigger a fetch product to search for item (based off the line_item_id) and see if it is a compositeImport 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 ZohoNext Page
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Important 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
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Help with google calendar flow
Hi, new to using Zoho Flow and setting things up. I've created a module in Zoho CRM called "Jobs" and put the relevant fields I need, I am then using Zoho Flow to create a flow that will create or update an event in my google calendar...... I've managedFlows that should be triggered on "sales order update" stopped
I have two workflows that use "sales order update" as the trigger. For my sales orders, I use custom statuses. One flow is triggered when a specific sub-status is set, and the other when a sales order is closed. Both workflows stopped triggering in theHow to Add Products to Leads in Zoho CRM using Zoho Flow Automation
I am currently working on automating the integration between WooCommerce and Zoho CRM using Zoho Flow. My objective is to streamline the workflow such that when a new order is placed in WooCommerce, a corresponding lead is automatically created in ZohoAllow Dynamic Department Selection in Zoho Flow's "Zoho Desk - Update Ticket" Module
Hello Zoho Flow Team, We hope this message finds you well. We would like to request the ability to pass the department as a dynamic variable within Zoho Flow's "Zoho Desk - Update Ticket" module. Currently, this field only allows static department values.Issue fetching Line Items in Zoho Flow from JSON Response
I'm having trouble fetching product details (line items) from the JSON response in Zoho Flow. While I can access other details, I'm unable to retrieve product information. I can't access the "Line items" data in Zoho flow. Any advice how to resolve
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