Delete Creator Record if Removed from CRM
Hi all, I've created a flow to transfer my CRM contacts over to a Creator app but would also like to be able to remove the records from Creator if I remove the contact from my CRM. Is this possible? If so, what should I use within Flow to make this happen? Thanks in advance :)I keep getting error telling me to contact support when I add "Update module entry" action from Zoho CRM
I have reached out to Zoho in an email exactly one week ago without anyone taking a serious look at an issue that will not allow us to save two of our flows now. I have 2 large flows with many actions that always work great and run much of our automation. but for both of them, when I add "Update module entry" action from Zoho CRM to the end of my flow, I get an error and it won't let me save. I have the same action in a few different places on the same flows without issues. In one of my Flows, IGDrive new file to Gmail
I'm trying to setup the following. 1. New file added to a subfolder in Google Drive. 2. That new file is then emailed via Gmail (The file is actually going to Zoho books (documents) to be scanned as it's a receipt folder.) Is this possible? Or is there a better way to do this? I'm using zoho one. ThanksCustom Function value retrieval
I have a custom function that is returning a string of Json values( i made it a string, bc anytime i set it as a Map it returned just the first value.) When I try to set a variable from the contents of this string it just returns the entire string. How can I get a specific element of a Json String on the parameter screen. I am able to see the string as ${RetrievalAndClean_2} and want to get a specific element from it.Calling a Zoho Flow from a Deluge script
I wish to call a Zoho Flow from a deluge script (that is attached to a button in Zoho CRM). The deluge code I have been experimenting with is as follows: respondAPI = invokeurl [ url :"https://flow.zoho.com.au/7000000000/flow/webhook/incoming?zapikey=912783139173891798317317932139128123&isdebug=false&InquiryID=" + InquiryID type :POST ]; return ""; (the URL address and zapikey have been replaced with random text - the actual URL comes from Zoho Flow) InquiryID is the id of an inquiry. In Zoho Flow,Orchestly to Connect / Zoho Flow
Hello, is it possible to create a flow between Orchestly and Connect, where a post in a Group is announced when a job is created in Zoho Orchestly. This is because not all of the Users are involved in different processes, but we would like to give them info and let them make comments. KatarzynaIntegrations with Zoho Creator On-Premise
Our organization will be implementing Zoho Creator on-premise when it becomes available. I have a few questions regarding the use of Zoho Flow in this future state. 1. Will Zoho Flow function at all if our Creator Applications exist in an on-premise state while Flow remains in the cloud? 2. If it does function, what are the mechanics of the data flow? For example, does it take data (JSON) from an on-premise application, move it to the cloud via Zoho Flow, and then move it to an integrated on-premiseCannot test webhooks when character length is greater than 1000 characters
Hi, I've set up a flow that simply passes a webhook to a custom function, and the webhook payload has about 5000 characters. When I try to execute it when editing it nothing is happening. Initially I found the next was truncated so I removed some parts of the JSON and got it down to just over 2000 characters. Then I found that still nothing was happening - after opening Google Dev Tools I can see that I'm getting this response: {"type":"security","status":"error","info":{"param":"payload","category":"param","message":"ShouldIntergration with Chargebee
I have added via the App Chargebee and I cannot connect. The api key and site names are correct. I am not sure what the connection name should be. When I authorize I keep getting "Null"Does 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 canCreate invoice in Zoho Books gives "Invoice Number can't be empty" error
Hi, I get the following error when trying to create an invoice in Zoho Books through Zoho Flow: "Vous ne pouvez pas continuer si le champ numérique Invoice est vide. Entrez un nombre Invoice valide.",(screenshot 80), which would translate as: "Can'T create invoice if the invoice number is empty. In Zoho Flow, it says that "Invoice Number is mandatory when Ignore Auto Number Generation is True". My Ignore Auto Number Generation, however, is set to False. (Screenshot 81). Thank you for you help!Flows Not Triggering
I have created several Flows. I test them and they work perfectly. I made sure they are ON. But they only trigger when I run a test. For instance I created one Flow that creates a Google Task when I create a task in Zoho Projects. Works perfect when I run a test with no errors. But never runs on its own. Any suggestions? Thank YouKeep getting "code": 14, "message": "Invalid value passed for authtoken." My authtoken is correct though!
Yesterday, I reset my password. I think I accidentally selected that checkbox that deletes all API/Authtokens. Today I regenerated new connection/authtokens for each Zoho Module that I needed. All my standard actions work great. BUT all my custom functions (even when they use the same authtokens) now return with an error message. The biggest example is my custom function that creates an invoice. It returns that the Authtoken is invalid. BUT it is correct. When I go to my accounts.zoho.com I can seeIs it feasible/possible to include URL links in Flows?
One of the things we can do with Zapier in many of our zaps is include a link. Example of what I would like to do in Zoho Flow: Trigger: Create an Activity in Desk Action: Create an event on Google calendar and in the description insert a URL to the Desk activity. All the user has to do is open the link to be taken directly to the related ticket. Optionally but less important, it would be great to be able to also have a link to the Google calendar event inserted into the Activity. Is this possibleReturn a list/map and use it on the on the next block
Hello, Im trying to make a simple custom function that converts my Unix Epoch time to Date (that is done), but i have to convert two dates and return that two dates in two vars, and theres when the problems begin. I only can return them if i use a list or map, but doing it doesn't make them appear on the next block (the app where i want to put those dates) I've taken some prints, i've tried the function with List Output: Then with MAP output: In both outputs (list and map) i wasn't able to get theZoho Project Events need to be Portal Wide
Please see the attached screenshot. We are so close but not yet there :-)! I have created triggers for all Zoho Project tasks and bug for our portal. But for events we need to define a project which is completely impractical, we'd have to create 30+ flows and endlessly add more. Please add an option for Events to be portal wide just like with tasks and bugs. Thank You!Due Dates are not being sent from Project Issues to Google Tasks
Please see screenshots below. Would someone at Zoho please test triggering the creation of a Google Task whenever a Project Issue is created. The problem is the due date does not get sent to Google. As you can see I have the due date set, but Zoho is not sending it on the output. Hoping for a quick bug fix :-). Thank You, DavidZoho Desk Triggers broken - demands an organization but lists none
Please seen screenshot below. I have previously successfully creates Flows using Desk. Now all of a sudden Desk is demanding that I select an organization, but my organization does not show up. But the departments do. Therefore it won't even let me create a Desk flow. The ones I created previously still work. Please fix ASAP. Thank You!Create Tasks or Scheduled Calls (from a Google Sheet) with Deluge Scripts
Hi Zoho gurus, During the migration of our old (SugarOnDemand) to Zoho CRM, I had several hundred calls and tasks that needed to be added to cover the gap in operations. However, a regular import could mess with the migration process - plus there is always a need to bring in tasks and calls. For example, set up tasks and call scheduled in support of external events. I've created two Flows that may be useful for others. One for adding Tasks and the other for adding Scheduled calls. Currently,Automate phases of a potential
Hello !! Happy New year !! We're trying to connect Books to CRM using Flow, which is how we were told we had to. We want the quota to be upgraded to "presumptuously sent" within the CRM, when creating a budget from Zoho finance, and the amount added to the "expected revenue" field. We have tried in several ways, but it gives us error when doing the process, can anyone guide us? Thank youAdd lead with products
Hello. I use ZohoFlow to create a new lead in Zoho CRM, but I cant find any possibility to add products to this new lead. In CRM it can be done on a second step after lead is created. Can I do the same from ZohoFlow?Zoho Flow does not have GMail connection available?
We are on the Australian servers for Zoho One and Zoho Flow is NOT displaying options to connect to GMail. However, GMail is still running on my other business's Zoho One account, which is running on US servers. Can someone please confirm if GMail connection is supported in Zoho Flow running on Australian servers... or is this just another bug. FYI - at this time, I've run into many, many inconsistencies with the Australian servers, including multiple login and authentication errors and failuresProblem with Zoho Sign Flow Signature Field
I created a flow in Zoho Flow that automatically generates and sends a contract from a Zoho CRM record when I change the deal stage to Paperwork. However, the flow is only working for some records but not all of them. For some records, I am getting the following error message when checking the flow task history: Configure a signature in your Zoho Sign profile and try again You can see a screenshot here: https://cl.ly/e2f4e8cfb7b8 I have tried multiple strategies to fix it but nothing is working.CSV -> Zoho Sign via Zoho Flow
I have an old and antiquated admin system that currently spits out a PDF application/contract that I upload in to Zoho Sign. Users then manually add signatures etc. and send it out. I want the applicant to be able to edit their personal info, rather than it being fixed. I have created my template and my admin system can now spit out a CSV with all data I need for populating the template. Unfortunately, Zoho Sign doesn't have a way to import the data in to a template, so I thought Flow might beCan't quite get data in from Zoho Desk
So I'm getting my feet wet with Deluge in Flow, to make up for a few edge cases that we have with Desk, where we have variable scheduled tasks based on the week of the month. I have the entire flow fleshed out, however have hit a stumbling block with retrieving ticket data from Desk. I already have a trigger that runs every Monday, which handles raising the covering ticket, I'm now trying to get the ticket data back to work out which week of the month it is. I have 2 main issues. The first is thatZoho Projects Events don't contain start and stop times
I would like to have a Zoho Project Event trigger the creation of a Google Calendar Event. Problems: - Flow only provides a start time. Since Zoho Project Events contain both start and end times, I assume this is an oversight? - The output of a Zoho Event Start Time is not compatible and Google Calendar rejects it. Can these issues be addressed by Zoho? Thank YougetUrl content type
Hi i have a problem, i have tried to call a my webservice which return a json object. So this services is authenticated and return a json object. That s my code : string GetShipmentInfo(int orderReference) { header = Map(); username = "myUsername"; pwd = ""; Base64Encoded = zoho.encryption.base64Encode(username + ":" + pwd); header.put("Content-Type","application/json"); header.put("Authorization","Basic " + Base64Encoded); response = getUrl("https://mysite/API/GetOrderData/" + orderReference,header,true);What is the difference between Flow and Orchestly?
And will Orchestly be a part of Zoho One? Thank YouNot all google sheets column represented in flow
Is there a limit as to how many columns are imported and represented in a flow? I have a google sheet with around 140 columns in it. when I try to use ZOHO Flow to drop all new rows to a custom module I've created, I can only see around 40-50 of the columns that I can then map to required field. Any suggestions / Enlightenment? Thanks DorGet Invoice ID from Payment
I have a payment that comes in for Zoho Books. In Zoho Flow, I want to find the Invoice ID and so that I can use it in the next steps. When a payment comes in, below is the format of the data. How can I get the invoice_id to use in next step of Zoho Flow? { "date": "2019-11-16", "account_type": "bank", "template_type_formatted": "Elite", "can_send_in_mail": true, "documents": [ ], "discount_amount": 0, "is_client_review_settings_enabled": false, "invoices": [ { "discount_amount_formatted": "$0.00",how to Create a Sub Task in Zoho Projects with Deluge?
Good Day I create a record in Zoho Creator and need convert it in Sub Task in Zoho Projects, for this, I use Zoho Flow with a custom function in Deluge, but i can't create a sub task because ever it create a Task. So I need to know if this is possible, and if so, how should I do it? Thanks in advance for your answersAssign epic to created sprint task
Hello again, our company is a heavy user of epics, and we have recurring tasks that fall under specific, fixed epics. It would be great if I could assign these epics to the created sprint tasks in my flow. Se attached screenshot. Thank you very muchCan't Seem to Get the URL Link for Invoice from Zoho Books
I use Zoho Flow to create an invoice in Zoho Books. I then use the action to send that invoice along in an email. What I want to do in my next steps is use the URL/Link of the Zoho Invoice. But when I look at the output of my Fetch Invoice by CRM ID, I do not see any parameters that display the Invoice URL. How can after using Zoho Flow to create and send an invoice obtain that invoice URL to use in my next actions. Any help would be greatly appreciated.Zoho Flow, Projects, Campaign
Hello, I've talked to numerous customer service representatives and nobody has been able to help me solve this issue. I'm looking to configure flow so that when I update a status of a task in a Zoho Project to 'Feedback', an email notification will be triggered to the Project Manager. Once the project manager has reviewed the work, they would change the task status from 'Feedback' to 'Closed', and this status update will trigger a Zoho Campaign to a client. I need this same process to be achievedContract Expiration Question
Hello, I am currently trying to create Outlook notifications for 90 and 30 days prior to a contract expiration date in Zoho Flow. I integrated the Zoho CRM app with Flow so it can use the contract expiration date from the CRM. I also integrated the Outlook app and it seems that it can be done. Is this possible to do? What I want to do is for the flow to send automatic emails when a contract expiration reaches those days prior to the expiration.Error: Trying to send Zoho CRM Email Template after creating a new CRM Contact Using Flow
I have created a ZOHO Form, that when filled out will push the data into CRM and create a new contact. I added in a step inside the flow to "Send Email Template", but I keep receiving an error while testing & debugging. Screenshot attached. Any help would be greatly appreciated.How to get Zoho CRM ID from an Invoice ID
If I have a zoho books invoice that is attached to a Zoho CRM Deal, I know I am able to locate the invoice by simply knowing the Deal ID of the deal it's connected to. What about the other way around? I have the Invoice ID of an invoice that is tied to a zoho deal, and I want to find/fetch the deal associated with the invoice. How do I get the deal ID if I have the Invoice ID? Is there a custom function I have to run to get this info?Zoho People Connector in Zoho Flow
hi there, I'm trying to connect Zoho Forms to Zoho People so that when users complete a web form, a record is created in Zoho People (e.g. an expense request, a leave request). My problem is that I can't find Zoho People listed as an app in Flow. Am I missing something? I am surprised to see it not included with the long list of apps. I also tried setting up a connector using zapier, but I hit a problem with the version of the People API being used. So I couldn't create a connection with Zoho PeopleIntegration 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. ThanksGmail "Send Email" task - No HTML for the body and body doesn't take values from previous steps
For the Gmail App task "Send Email" there is currently no option for the body of the email to be in HTML. This should change, as HTML is the only way that I can reliably send emails in the format that I need. Additionally, the "body" field does not take values from previous steps like other fields do...example, if I'm in the "body" field and I want to add the "Deal ID," I go to the deal that triggered this flow, and click "Deal ID" but it doesn't actually populate into the body of the email...nothingNext Page
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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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