How to update a contact ?
Hi, I have a flow which : - When a new contact is created - Create a parent folder in my google drive - Create a shared folder inside the parent folder Then, I want to update my contact with the Parent folder link and the shared fold link in 2 fields.
HTML Form to Flow
I am currently creating a html form to send a webhook to flow. What can I do to send the data, but not send my user to a blank screen with action="webhookurl". I have tried javascript, but access denied for cors.
Product Details in Zoho CRM Sales Orders
Hi, I'm trying to create Zoho CRM Sales Order in the Flow when the new order from WooCommerce is received. In order to create it I'm using "Zoho CRM - Create module entry" and specifying "Sales Order" module. In the list of required fileds for this module
Zoho Flow / Zoho Books Bug -> Send Estimate
We use Zoho Flow to create and email an estimate to our customer. This works quite well. But if we want to send an estimate using a template from Zoho Books which has an attachment, a fixed one, not the estimate itself, this "fixed" attachment is NOT
Connect Woocommerce new order to zoho books via zoho flow
Hello i want help to create a flow to create a new sales order from woocommerce to zoho books. Can someone send me step by step flow, functions and fields?
PROBLEM WITH ZOHO FLOW
Hello, We are a paid customer and we have several integration processes that are using Zoho Flow as a backend. Recently, especially yesterday and today. We have been experiencing problems where Processes get stuck on "QUEUED" status for several minutes
Zoho Flows just stopped triggering
I created a zoho flow that triggers on new contact creation and it just stopped triggering. I tried createing a new flow and it does not trigger. I deactivated and reactivated all flow but the problem is still there. Test mode also does not trigger when
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, Adam
Add "Date Invoice Sent" as an option for Zoho Flow and Zoho Analtics
We track ar partially based on when an invoice is sent. The sent date is not available in Zoho Flow or Zoho Analytics. To get around this we have a "Date Sent" field that is manually entered right before we send the invoice.
Zoho Books - Perform a validation check before an invoice is marked as sent or sent
Allow the validation rules to apply to button actions. For example: an invoice could not be sent or marked as sent if it has an empty value in a custom field. (The field could remain blank while it is being worked on.)
"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 and
Zohoo Flow - Cisco Webex
Hello, Is there any integration planned between Zoho Flow and Cisco Webex. We have a lot of customers using Webex for Chat and Meeting/Calling. It would help a lot to be able to integrate it with flow. Thanks
Zoho Folder Creation in Sharepoint with Sub Folders [Tutorial]
During a recent ZUG meetup in Auckland, New Zealand, I shared how I could use Zoho Flow to create a folder in Microsoft SharePoint, along with its subfolders. As I am not a developer, I thought it would be helpful to post a guide for users who want to
Quotes being replaced by quot
Hi there I'm creating a flow which at one point needs to send a POST-request to some external API. I pass the JSON body as follows: When I click "save" and reopen the same window, all the quotes are replaced by " which is a problem as this is passed
Problem by passing values in Zoho CRM through Flow custom function
I am trying to write a custom function which updates a field with a value in zoho CRM I have written the below void Remove_Tags_GTP(int dealID) { getDeal = zoho.crm.getRecordById("Contacts_x_Products",dealID,"crm_sandbox_v2"); contactId = getDeal.get("Contacts").get("id");
Adding Subscriptions Data to CRM, in Fields which can be used in Campaigns
We are launching SaaS services. The products are built in Billing, they synchronise correctly to CRM, and can be created from CRM. However, the data displayed in CRM about the subscriptions cannot be synchronized to Campaigns, which we need to manage
Referring to a Jira User in a Zoho Flow
When using Jira as an action in Zoho Flow, how does one refer to a specific Jira User when configuring fields? Is it the email address, name or what?
Struggling with Zoho Flow Webhook Configuration
Hello! I'm currently facing a challenge in configuring a webhook within Zoho Flow. I am trying to map data to a Fetch module entry, but during testing, it appears that the information is not being transmitted to the Fetch module entry as intended. Specifically,
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 trigger
About Chile TimeZone
Hi Team Today Chile is GMT-3 , because we got a change for our TimeZone, when i review Zoho CRM, the timezone is correct, but if i review Flow i see other, please look the pictures Why the difference???, or the time zone in flow is the same for zoho crm??
My Zoho Flows are not running
Hi Team, Do you have any issues with Zoho Flow now? None of my Zoho Flows are running. It runs when I go to the Builder and I do a test. However, when I exit the builder and do edits to trigger a flow, it does not run. I have Books, Inventory and CRM integrated through Flow and no Flows are running. I need to manually test a Flow so that it would run. I also filed a request within Zoho Flow but haven't received any reply. Appreciate if you would reply as soon as possible as this is affecting my business.
Creator to Teams Flow
I am working on integrating a Creator app with Teams. When the conditions are met on record update in "Meetings" I would like to send a message to a group chat in Teams to notify them that a translator is needed. Everything seems to be working on the
Creator to Teams Flow
I am working on integrating a Creator app with Teams. When the conditions are met on record update in "Meetings" I would like to send a message to a group chat in Teams to notify them that a translator is needed. Everything seems to be working on the
Many Actions from Zoho Books Stopped Working this week!
Zoho, 1. We have been using the Zoho Books "Update customer in Zoho Books" action for years without issues. Below is the action. When we don't have an email address, we update the email address on file as noemail[at]gmail.com HOWEVER, starting a few days
Zoho Flow to Creator 3001 Respoonse
I have updated my Flows with the new V2 connection to Zoho Creator, but now some Flows do not work. They take in data from a Webhook and are supposed to create a record in Creator, however creator returns a 3001 message along with a failure, but I cannot
Using 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 the
Connect Woocommerce new order to zoho books via zoho flow
Hello i want help to create a flow to create a new sales order from woocommerce to zoho books. Can someone send me step by step flow, functions and fields?
No Output from Custom Function
Hi Guys, This is my first ever attempt to write in deluge so please go easy. I needed to create a custom function in Zoho Flow - to turn a full name string like "Ian Robert Smith" in to a separate output of First Name and Last Name i.e. "Ian" and "Smith"
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. The
crm 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."
Connecting Google Sheet and CRM via flow
Hello. I'd like to copy records from Zoho CRM to an online sheet (Google Sheets, but it could be Zoho Sheet if it's easier). I want the right information in Google Sheet, so the flow needs first to check if there is a row to update in the sheet, and if
Can not figure out how to execute python script
I have emailed support 3 times and gotten no response, so maybe some other early adopters can help I created a flow I installed the agent I connected the agent then I get to this screen I have put my script everywhere I can think of, I have tried at least
Suggestion: Trigger type RSS
Suggestion, a trigger type in Zoho Flow with RSS. For example: to ping a channel in Cliq when a new entry is posted to the Zoho Blog
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?
How to define current date + 10 days as dynamic variable?
I would like a flow to update the start and end dates to "current date" (start) and "current date + 10 days" (end). Can I modify this statement? - ${system.zf_current_date}${system.zf_current_date} Any advice appreciated.
Inventory - "Last Modified By" Field from Fetch Package Not Available
When the Zoho Inventory action of Fetch Package is used in Flow, part of the response is the field "last_modified_by_id". This field is shown when looking at the output of the action in the task history. Unfortunately, this field is not available for
Shopify Variables - Abandoned Cart
I'm working on creating some Flows to take information from an Abandoned cart in Shopify and create a lead to follow up with in Zoho CRM. The trigger for Abandoned Cart does NOT contain any variables pertaining to the Line Item/Product/SKU/Etc. However,
Flow Custom Function to remove text from @email.com
I am using Flow to automatically send a slack notification when a new row is added to a google sheet. One of the fields in the sheet is email address but I don't want to send through the whole email address to the slack notification. Ideally just the
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"
Connections not supported as a part of the InvokeURL method in Zoho Flow
Zoho Flow has a major major deficiency: there is no support for connections in the invokeURL method for deluge. This severely limits the connection capabilities we have: for example, no APIs that use OAuth2 can be utilized in custom connections (which
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