Mark Invoice from Zoho Books as Void
I need to use Zoho Flow to mark an invoice from Zoho Books as void when our deals get cancelled before payment. Currently there is no action to mark invoice as void. Can you help me figure out how to do that? Is there a custom function I can use to mark the invoice as void? Any help would be appreciated.Need to set a multi-select field.
When a deal is created, I have it going to Zoho Flow. What I want to do is take a string/list that is not properly formatted and insert/default it into a multi-select field. I am having issues with this and would appreciate some help. My incoming string: "item1, item2, item3" The field I want to update/set is Optional_Coverage I tried using a custom function in Zoho Flow thinking I can manipulate the ", " to a ";" and update the deal, but it's not working for me. Can you please help me with a customHow to trigger an action only once?
Hello! I am using a flow to send an email reminder whenever a new file was uploaded to Zoho Workdrive folder. How do I add a decision logic to send that email only once per day. Thank you, Sujani.Webhook Create error
Estou tentando criar um novo flow, porém na hora de validar o teste ,e iniciar as configurações não carrega o teste fica somente nessa tela, preciso de ajuda I am trying to create a new flow, but when it comes to validating the test, and starting the settings does not load the test is only on this screen, I need helpNeed Help With Creating Custom Function in Zoho Flow that will Create Merge Document from Template and email it
I have a Flow that gets triggered every time a deal is updated. When the deal goes to Zoho Flow, I want to use the fields from the deal to create a document using a merge mail template. I already have a Merge Template. I just need to have a custom function that I can use in Zoho Flow to tell the merge template to create a document from that template, pulling in the merge tags from the deal per the template specifications. I then want the custom function to email the new merged document to an emailWhen "Send Invoice" Action/task, there is no item to specify which template to use
Hi, I am using the "Send Invoice" task from Zoho Books in my flow. I am not asked which email template I want to use. This makes no sense as depending on the situation, the email template I would use could vary greatly. Please add an option/field for us to say which email template should be used (from Zoho Books Email Templates) when sending invoice from Zoho Flow.Gmail app doesn't allow me to send emails from my alias
when I choose the action "Send Email" from the Gmail app and make a connection, it will only allow me to send the email from the primary address. It does NOT allow me to send the email from addresses that are aliases. Why? This is the only gmail app I've seen that does not have functionality built in to accommodate sending emails from alias accounts. Please enable functionality to do so. Maybe create another field that says "senders address" and validate against primary to see if it is an alias.Email Notification of the new Lead creation using App Trigger
Email Notification of the new Lead creation using App Trigger : You need to login your ZOHO Flow portal and follow below steps to send Email Notification on New Leads creation using App Trigger.Convert Lead changes record owner
Hi, When I convert a lead into a Contact and a Deal using Zoho Flow, it changes the Record Owner. No matter who the Lead Owner was, it all gets assigned to ''Denis Robitaille''. In Zoho Flow, I see that the ''Convert Lead to Contact'' action does not have any options regarding record owner. (See Screenshot) I guess Zoho Flow automatically assigns a default record owner. I tried converting lead from within Zoho CRM through a workflow rule, and the lead Owner correctly gets passed over to Contact andProblem using Flow to update a Creator record when a task is closed in ZohoCRM
Hi I have put together an app in Zoho creator which manages customer cancellations. One of the creator workflows involves creating a task for a colleague when a new cancellation form record is submitted. This works fine and the task fields include a field called "CancellationID" which is the ID of the creator record. I have set up another workflow in creator using deluge code so that when a field in the Creator record called "Status" is updated in Creator ( subject to certain conditions)Creating a subtask in Zoho Sprints
Hi there, I would love to create subtasks based on tasks I automatically created in Flow. Example: Trigger: When a new Sprint in Project P ist created - Create a new Task T -- Create a new Subtask ST of the Task T Thank you very muchSendy autoresponder
Hi there Any way to get https://sendy.co/ added in as a flow option Sendy is a great autoresponder and currently has options available by zapier - but would love to use zoho for this insteadresivo un webhook de zoho flow y no se como darle respuesta con el siguiente json {"fulfillment Text ": "Text"}
dialogflow me enviando datos al webhook, hago busquedas en mi aplicación de zoho y al final de mi flujo necesito darle esta respuesta a dialogflow ... no se como configurar la respuesta del webhook! como se hace? esta es la respuesta que necesito enviarle de vuelta al diálogo flow despues de ejecutar mi flujo {"fulfillment Text": "text"}Zoho Flow and Mailchimp
Zoho Flow can fetch custom fields from Zoho CRM, but I want to send them over to Mailchimp for list segmention purposes. It appears that Mailchimp will only receive a static 5 or so fields from Zoho Flow (no option to add custom fields). The desire is to build the list segments inside of Mailchimp based on field data from CRM. Am I missing something key? Or is there a better way to achieve this? SyncApps is too pricey and the Zoho Marketplace extension doesn't allow us to bring over custom fieldsCreate Zoho Inventory Sales Order for new Zoho Books Purchase Order
I have 2 organizations, and I need a Flow to create a new sales order in Zoho inventory from company A, when a Purchase Order is made in Zoho Books from company BFlow - custom functions - invokeurl - access denied
Hi, i'm new on zoho and i'm trying to poc it. my call : bool create_subscription(int subscriptionId) { response = invokeurl [ url :"https://swapi.co/api/people/1/" type :GET ]; info response; } I got the following error: Execution exception : 'Time out : 'SocketTimeoutException'' au numéro de ligne 5. Résolvez les erreurs et réessayez de l’exécuter Anyone could help me please? Thanks, regards,No response to ticket, Invalid Contact ID error on all flows
I've had a ticket open for almost a month now (#33795135). No one has replied since the first email asking for me to turn on developer access. Is anyone supporting this anymore? We have two simple Flows (Onboarding and Offboarding) that make Zoho Desk tickets from new rows in Google Sheets. They suddenly started throwing "Invalid Contact ID" errors even though nothing had been changed. I can't for the life of me figure out how to fix this, and Zoho's own instructions on how to avoid this errorSetting taxes for create invoice in Zoho Books with Zoho Flow
Hi, A member from Zoho support team told me that I could not set taxes for a Zoho Books invoice created by Zoho Flow. He mentioned something about API v2.0, or something about Books' "Line items" not being supported by Zoho Flow as of yet. I just wanted to confirm. Is there a way to have taxes for an invoice created in Zoho Flow? For information, our invoices are created in Canada. Thank you, VincentAdding Current Date to Zoho Creator Record with Flow
Hi- Trying to set up a flow that will send components of a GMail to a new record in Zoho Creator. Is there any way to set a date field in the ZC form as zoho.currentdate, which is a deluge system variable in Creator. Thanks!Answers zoho survey, Custom Variables, to zoho connect (task)
Hi, I'm wondering if it is possible to show the answers from the "Custom Variables" of my zoho survey with zoho workflow in mij zoho connect board? I know it is possible to show the "normal" answers from the zoho survey with Work Flow in my board. I'm looking forward to the answer, thank you in advance, JoostInclude a "Generic" App to extend Zoho Flow possibilities to any API
I have a suggestion. What if Zoho includes a "Generic" app in Zoho Flow which is able to accept a generic trigger signal from any source API and also able to do a generic action to any destination API. This should dramatically extend the integration possibilities of Zoho Flow, and it will also help Zoho Flow Team to monitor which external services Zoho Flow customers use through the "Generic" app that are not included in the list of Zoho Flow apps yet, so that the team can evaluate whether a newadding integrations
Good afternoon. Sorry for the stupid question, but can I add the integration of my application in flow? Or somehow send events from your service?Tagging Deal emails in SalesInbox for filtering purposes
Hello, I have a paramount request for Zoho integration with my emails. Is there a way to tag emails by deal name within Zoho SalesInbox so that all emails pertaining to a specific deal are in one location? For example, tagging emails with the deal name to make the emails easily filterable. Specifically, a single contact may be associated with several deals but I don’t want to see all of the emails associated with such contact in the same place. There does not appear to be a way to associate emailsWorking on a connection between Zoho Projects and Zoho Calendar
Hello, I'm trying to configure a flow between Projects and Calendar to create a new event in a group calendar when i create a specific new task. I've tried a lot of things but no one worked. Could you please help me ? ThanksZoho CRM API Limits Still Apply
Hi, i wanted to do some integrations on tickets, however the API limit of CRM and Desk is very low, does flow bypass those limits?Albacross and SalesIQ
Hi We really really REALLY need some connection between a reverse IP lookup service like Leadfeeder, Leadforensic, Albacross or Jumplead and SalesIQ This is the number one wish form many SalesIQ users (ClearBit is NOT an option price wise) If only Flow could match up Its from SalesIQ and Company Names from one of these Reverse IP apps we would be there.Zoho Recruit - People
Hello, Since Zoho One subscription does not support candidate conversion from Recruit to People, I am creating a flow to add candidates from Zoho Recruit Candidates Module to a custom module I created in Zoho People but the Flow is not working. This is a simple flow where a record is added based on the candidate status. No history is showing in my flow! Please help.Send a trigger/webhook to Zoho Flow when I send a Lead in Zoho an email
Hi, I want to close out all tasks on a lead when an email within Zoho is sent to that lead. But I can't figure out how I can use sending an email to a lead within Zoho as a trigger. Is there a way for me to send a trigger/webhook to Zoho Flow when an email is sent to a lead? Any other way that this can be accomplished?Can't handle the response of subform fields?
I have created the flow for create contact in Books when New record is created in Zoho Creator. When mapping the fields for Books contacts, I can't find some subform fields and also I can't parse the response of the subform field( e.g. [{Added_Location=, contact_account=Only Test Cuber, title=, Modified_User_IP_Address=157.50.245.248, primary_contact_for_accounts=false, Delivery_Contact=false, internal_client_id=6002122438, vendor=false, mobile_phone=, delivery_setup=, Added_User=zoho_frank1111,Inventory Item Data to flow to CRM Products
Hi Team I have created a flow that when an Item is updated in Inventory the changes flow immediately to CRM Products. It works very well but I cannot seem to get the Inventory item "Preferred Vendor" to come through to CRM Products "Vendor Name". Can someone please assist me in getting this to work thanks It would be a great help as its the only field I can't get to work Cheers, GregUsing a record created in a flow, in the same flow
Hello! I am trying to build the following flow: When a new google form is submitted (the trigger is through sheets): * check if it was submitted by an existing client - if so, add entry to a custom module, and connect it to the existing client (using lookup field and the contactID ). * if the customer does'nt exist, create one, and then create the custom module entry and connect to the newly created contact. The problem is that when a new contact is"Field Update" in a particular module as trigger
I have quite a few workflows I would like to create, which would be triggered when a certain field in one of the other apps (Zoho CRM's Cases, for example) is changed. I can't find the way to do it. Currently, as a workaround, I set triggers when module is edited, which triggers way too often creating way too many actions and call, and it's providing inaccurate data. I was wondering if Field Update triggers are possible in Zoho Flow, the way they're possible in Zoho CRM's Workflow Rules?Check if There are Any Active Tasks on Lead Before Creating New Tasks
Hi, I am working on creating a flow such that the trigger will be a task being completed. I want to create a new task very time a task is closed but only if the Lead on the task being closed has no more additional open tasks. I am having a hard time running a check/search on the Lead associated with the tasks that was just closed to see if they have any open tasks. Is there a custom function I can write to check the number of open tasks on a lead? Any help would be much appreciatedCustomer Upload
Is it possible, or will it be possible at some point in the future, to enable an external user such as a customer, to upload files. For example: A marketing agency could create a folder in WorkDrive for a customer. They could then share the folder with the customer and the customer could upload any files that the agency needs such as their logo, etc.. I know other solutions such as Dropbox have this functionality. it would be a great feature for Zoho WorkDrive. Thanks!Enhance Organization in Flows
It would be very useful to introduce a folder structure that allows 1 or 2 levels of folders. This would allow better organization and easier management of the flows within Zoho Flow.Synchroteam integration
Dear Support, I've been exploring Synchroteam integration with Zoho Flow. I've found that we can trigger flows from Synchroteam new customer creation event. But we want to start a flow from a synchroteam job finalization. Can we expect new triggering methods for synchroteam integration? Thanks in advance. Regards.How can I create dropbox folders with Flow inside subfolders
When creating the trigger, it asks for the folder path and the folder name, the result is a folder in the root with the name: folderpath + forldername, when you should create a folder FOLDERNAME inside FOLDERPATH. Is there any way to create folders within others, automatically? regardsHow can I create dropbox folders with Flow inside subfolders
When creating the trigger, it asks for the folder path and the folder name, the result is a folder in the root with the name: folderpath + forldername, when you should create a folder FOLDERNAME inside FOLDERPATH. Is there any way to create folders within others, automatically? regardsIntegration between desk and analytics
Hello, I would like to do an integration where the tickets that arrive on a desk environment end up in another Analytics environment. Is it possible to do this? With native integration it is possible to push only one ticket at a time, so I thought that a possible solution is a custom function, but I have problems with the connection when I use the createRow function because when I insert the fourth parameter (the connection parameter) it tells me that the connection does not exist although I createdClosed (Won) Deal in Zoho CRM to Create a Custom Module Entry
I am trying to use Zoho Flow to create a record in a custom module when a deal is updated to Closed (won). I cannot figure out how to get it to recognize that stage. Here is how I have the flow built: 1) App Trigger - Zoho CRM Updated Deal 2) Logic - Decision - Stage - Equals - Closed (Won) 3) Create Module Entry For some reason I think I have the logic messed up. Please advise.Next Page
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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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