ZOHO People, Projects and CRM integration using ZOHO flow
I am trying to integrate ZOHO projects, People and CRM using ZOHO flow. While doing this I have to map client name to the account name; but I get the error that client name has to be mapped to the client id. I am not able to locate a client id. How do I achieve this?Drift Integration
Hi, Will the Drift platform https://drift.com be integrated into Zoho Flow or Zoho CRM? ThanksHelp with working out a UK income tax calculation
Hello I would be really grateful for some help. Using Flow I would like to work out a NET monthly income from a GROSS annual income. I have a spreadsheet that does this function here... https://docs.google.com/spreadsheets/d/1kxMlWkUy-1ejoKXHoc-SVbAQSYKNWQQnVdqFKWqOZsM/edit?usp=sharing I want to use flow to write the value in B1 and return the value in C1 Is this possible? Or any other way of achieving the same result?Question About Inserting URLs
One of the most common functions of a "flow" (at least with Zapier) is not to just trigger actions, but to fetch and insert URLs so that two items in two different apps are associated with one another (screenshot example attached). For example, if I want to trigger the creation of a document when a support ticket is created, I want to automatically insert the URL of the document in the support ticket and the URL of the support ticket in the document. This way the user has context and the two itemsLimit Flow Triggers
Hello, I'd like to narrow down the times that a flow is triggered ie: instead of having the flow execute every time a deal is updated, execute the flow only when a deal stage is changed from "Offer Submitted" to "Offer Accepted". I'm hoping to limit the amount of Flow uses because currently it triggers every time a deal is updated.Optinmonster Integration
Hi! Any plans for this integration? Thanks!Can I create a flow from Zoho Subscriptions to Zoho Sites Member Portal?
I'm very short on time, so I'm hoping someone here can help quickly. So I do not waste time trying, I need to know if it's possible to create a flow from Zoho Subscriptions to my Member Portal in the New Zoho Sites? I was not sure if I should ask this in Zoho One, Zoho Subscriptions, Zoho Sites or here for fastest answer. I'm hoping I chose well. Here's to the future!Trigger action when CRM account is created?
This has to be possible but I don't see a way to do it, I only see how to do it when a CRM contact is created.New to Flow - working on a connection between Gmail and Zoho CRM
I've got a connection set up to set up a new Lead when a new email is received in a Gmail account. It works when I send a test email from another Gmail account, but when I try from a different email (work, using Outlook), it's reading the email address incorrectly and says that the input type isn't 'email.' I can see the issue when I look at the debug log (names changed to protect the innocent) - it's picking up the last name and putting it into the email field: "\"Doe,doe@work.org", Since I'mHow Can I create a new Lead in Zoho CRM with only an Email address
I need to be able to create a bare-bones lead in CRM from a form where the email address is the only information requested. This is to make it as easy for the customer to complete the form as possible. When creating a new Lead in Zoho CRM, I also need to supply an Account and LastName. As I do not have this information, I can place a dummy Account name, such as TempAccount in the Account field. However, the LastName field will need a unique name. I think I will need to generate this using a CustomIntegrate Checkfront
I use the booking software Checkfront which does currently have a Zoho CRM integration, but it is very limited in its scope. I would love to see a Checkfront integration with Flow. This would finally close the booking - marketing - finance loop with my tour business!Flow - Checkboxes not populating
Hi Zoho, When using zoho flow and selecting the 'Send Template' feature from sign connection. The checkbox fields do not get populated. Is this a bug or is it coming on a future update?Webflow Integration
Hi Zoho Team, It would be great to have a Webflow Integration: https://webflow.com/ in the future. Best Regards MarcusFlow working after lead deletion
Hello, I have a flow set up that checks the status of a lead after a 4 hour delay and then emails the results. I've found that if you create the lead and delete it then the flow will still happen. Didn't know if this was a bug or I'm doing something wrong?Webflow > Create Item > SKU Properties Field
Hi can anyone advise me what the SKU Properties field is for in the Webflow Create Item flow and how to use it? I am trying to create an item in the Webflow Product collection but the Price field is not exposed. This is a required field in webflow?Fetching part of email subject to set a variable
When using "Set Variable" in Flow, is it possible to insert a formula in the value field, something like: ${fetchEmail_1.subject}.substring(20.29); or maybe: mid(${fetchEmail_1.subject}, 20, 29); I'm trying to extract part of the email subject line (numeric) to use in further automation.Is it possible to pull the actual Account and Contact names from a Desk Ticket instead of their IDs?
I'm getting familiar with the Flow triggers to find out what kind of data can be transferred from a Desk ticket to a form on a Creator application. It seems like that only the "ID" numbers of the account and the contact fields on the Desk ticket are defined as source fields on the target action in Flow. Will these fields be displayed on the Creator application as the actual names of those account and contact fields or will they only be transferred as the id numbers of them? Is this issue caused by2 Feature Requests: Captions for Flow Actions/Notes
It would be VERY USEFUL to see captions to each flow action! Allow the users to label flow branches so that they don't get confused or lose track of what they have done. Instead of simply seeing identical and confusing "Create or Update Module Entry" for every action in every branch of a flow, you should see for example "Create or Update Module Entry: Contacts, UserID" or something visible on the diagram. Anything at all so that you could look at the flow diagram and know what was being done. ThisWebhooks payload results are not able to be fully displayed
Hello, I'm having difficulty displaying webhooks parameters as the tree expands. There doesn't seem to be any way to drag open the divider to accommodate the expansion of the tree. Am I just not seeing something? The screenshot below illustrates the problem: Thanks, BryanZoho Books Address Format
Hello, It appears that the Billing and Shipping addresses from Zoho Books are consolidated into a single variable. Why doesn't Flow preserve the original fields as individual variables? Thanks, Bryanadd user to projectcs - zoho projects integration
Yo estoy queriendo agregar a los proyectos con la opción “Add user to projects” no estoy creado nuevos usuarios en el portal de los usuarios que ya tengo agregados los estoy asignando a los proyectos y pues zoho flow me esta indicando un error de invalid Project id aun cuando los projectos ya existen dentro de zoho projects estaba funcionando muy bien hasta el 30 de noviembre de 2018 pero después de esa fecha sin que realizaran ningún cambio comenzó a fallar por favor les ruego su prontaIncorrect decision outcome
Hi There, My flow is triggered by a new Lead in CRM. It goes through an initial decision and posts a message to Slack depending on the type of request (a field in the lead form). Then it goes through another decision to check whether the 'newsletter' option has been checked on the Lead form. At this point it always uses the default outcome rather than the correct outcome. Thanks CraigSolution: Incoming webhook where keys contain [ and ] characters
Hi, I was bashing my head against a problem and, after solving it, I figured I share it here in case someone else was having the same problem. I've already reported this to the support and I hope they can fix it soon. In the meantime, let me leave you with this. 1. First, the problem. Iugu - the app I'm trying to integrate - sends triggers formatted as the following (application/x-www-form-urlencoded): event: subscription.suspended data[id]: 1757E1D7FD5E410A9C563024250015BF data[account_id]: 70CA234077134ED0BF2E0E46B0EDC36FZdesk - Zproject
Hello, I added a customizable field in the Zoho Project, and I want some Zoho desk fields to be automatically updated in ZohoProject, can we connect to help me? Greetings.Duplicate operators showing in dropdown?
Whenever I use the Condition block, it displays the same operator a few times. Why is that? In this screenshot you can see quite a few duplicates. equals, equals(case-insensitive), etc.. equals shows multiple times. Why?Drop down fields from Mailchimp not shown?
When I use Flow to push subscribers to a Mailchimp list the module only lists free text fields and not drop down list type fields. Am I doing something wrong? I have made the drop downs visible in Mailchimp but I still don't see them. ThanksCrashing when trying to save (Trigger=Webhook)
Hey all! Scenario: Created a flow triggered by a webhook that is attached to a button on my zoho crm leads module in order to create a module entry on zoho crm and fetch details from leads module. Problem: 1. Tested connection succesfully and received complete payload 2. Created flow and assigned payload which was correctly mapped 3. Click on SAVE BUTTON: CRASHES 4. Click on TEST AND DEBUG: CRASHES This only happens when trigger is a webhook.When Zoho WorkDrive will be added in FLow
I saw that in flow there are ZohoDocs but there are not integration with zoho workdrive, Do you have a idea when will it be added? Looking forward to hearing from youFlow to create invoice in Quickbooks when deal won in Zoho CRM
Hi I would like to create an invoice in Quickbooks Online when a salesperson moves a deal to the "won" stage in Zoho CRM. A couple of questions. 1. How do I set up the trigger when the stage is set to "won" as I don't see this in the list of triggers? 2. Can I easily pass a custom field in the CRM deal, the account name, the account address, the contact name and the contact email to QuickBooks? I need to do this so Quickbooks has all the information it needs for an invoice Thanks!Flow Incoming Webhooks Trigger
First up, a BIG THANK YOU to Zoho for listening to us and building an incoming webhook trigger option. Is there a video or tutorial on how to use this new feature? I've tried to make one, but alas can't see to the tests to pick up on any calls to my webhooks. It is likely I am not formatting them correctly, so any tutorial help would be very much appreciated. Cheers, JoeModule limit exceeded Error Message - Bugs
I keep getting a "Module limit exceeded" error message when trying to turn on different flows. Is anyone else having this issue? I can't figure out the problem and have tried the following: 1. I first thought it was the Decision logic block because all of the flows that have this issue contained a Decision block. However, I removed the block and still got the error. 2. I triple checked all blocks, fields, logic, dates, etc. 3. Tried different blocks. 4. Tried different logic approaches. 5. It's notShopify New Customer: Invitation Email
I am testing the Shopify Create Customer function and it works quite good. I need however to send automatically the invitation email from Shopify after creation and I having troubles to achieve it. The Shopify REST API provides a way to do that: https://help.shopify.com/en/api/reference/customers/customer#send_invite Send the default invite POST /admin/customers/#{customer_id}/send_invite.json { "customer_invite": {} } My question is: 1. Can you include this in the existing function Create Customer?Add note to Contact when Stripe payment is processed.
I am trying to configure Flow to add notes to contact files when a charge is processed in Stripe. (Amount, Date, Etc). "Add Note" doesn't work as you have to choose a specific contact. I need this Flow to work with all contacts as we charge all of out contacts through Stripe. So the workflow should fetch the contact via the unique email address in Stripe/CRM and then make the note. Any ideas?Checking for existing emails in a Zoho Campaign prior to calling integration
Hi gang, The current Zoho Campaign integration for Flow only supports "Add Contact." (As opposed to Update or Add Contact) Most of the time that is fine. However, if the contact already exists in the Campaign List, the flow will return an error. That is proving to be a problem for one of my flows. I am looking for a way check to see if the person is already on the Zoho Campaign list (by looking up their email). If they are on the list, then I will not continue the flow to call the "Add Contact"Accessing the results of a Zoho Survey response in Zoho Flow
Hi there. When I wire up a Zoho Survey as the event in Zoho Flow, the survey data is contained in a string of values called 'survey.' I am trying to obtain specific value from this the 'survey' string for use in following Flow steps. For example, in the Zoho Survey I have a field called 'email' and I wish to use the value of that email field as the 'To' entry of a send gmail aciton in the flow. How can I access the survey form fields and their values in Flow? Best regards, JoeSearch for Name in Zoho CRM with Flow
I created a custom function where I am trying to search by First Name using: CustomerRecord = zoho.crm.searchRecords("Contacts","(First Name|=|Alexander)"); and I keep on running into an invalid query error. Any suggestions?Egnyte Integration
It would be great to have an Egnyte integration. There is an extension for ZohoCRM with Egnyte but its use is limited. An Integration with Zoho Flow would be much better.Zoho Books Actions & Triggers required
Hi, is it possible to get the following added to Zoho Flow, please: Triggers: New customer payment New recurring invoice Updated recurring invoice Updated customer payment Actions: Fetch recurring invoice Update recurring invoice Thanks Anna.quicbook integration
Will be asking again, but need that quickbooks integration added to flow.Zoho CRM - MailerLite
Hello! I have a Zoho CRM user client and using MailerLite as email marketing software, is it possible to synchronize a customized CRM view in a list of subscribers in MailerLite with Zoho Flow? Thanks and regardsNext 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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