Problem with sevDesk (field "product_details")
Hello, I am trying to connect sevDesk with Zoho CRM. The first trigger is supposed to create a module entry (invoice) while fetching an invoice in sevDesk. Unfortunately I am facing issue regarding at least one of the fields. I have no idea which variable
Package Number is NOW mandatory
Hey Team, I have an Inventory Flow and I updated to the new Inventory Flow version. When creating packages, it is now mandatory to fill out Package Numbers. Package Numbers are supposed to be auto generated. How do I auto generate Package Numbers in the
Delete Row from Zoho Sheet if field has been changed
Hello Everyone, We have a custom module inside of Zoho Recruit to keep track of 3rd party service providers. Inside the module, we added a check box called "Active" . This is to tell us who is an active service provider for us. When the Active box is checked, the record ends up on a Custom View inside of the Module in Recruit. If the Active box is unchecked, the record is no longer on the Custom View. In short, I'd like a Zoho Sheet to simply reflect what is on the Custom View. We created a flow
Books - Invoice Line Items
Where are things for being able to add line items to an invoice via Flow?
I've had 3 out my last 4 tasks has failed and the history is blank
this has happened on 3x different flows
Books Flow does not fetch InvoiceID
I have a Flow that fetches InvoiceID from Zoho Books. Unfortunately, it does not fetch the InvoiceID. I created a TEST flow to double check and sure enough it does not fetch the InvoiceID. When you go to Output, there is nothing displayed. I am using Search by Zoho CRM Potential ID. Search value is blank when I check Input. Output is blank I am trying to update an Invoice status and it needs an InvoiceID. Books Flow will not fetch the InvoiceID. Please advise.
Flow ZOHO CRM EMail dont send. Fail
Hi My flow don't send ZOHO CRM MAIL MERGE or ZOHO CRM SEND EMAIL TEMPLATE. Apparently all is correct and we test it some week ago with free version, now after subscription it doesn't work! Cannot understand the problem. I send help request 3 days ago but no answer. Cannot wait, please send me help. Thank you. Same error for all flows but all input parameters are correct. unable to process your request. please verify whether you have entered proper method name, parameter and parameter values.
No Flow working since 3 hours !!!
Hello None of our feeds have been running for more than 3 hours. What's going on? Please inform us quickly about the resolution of the problem because in the current state of things our company is completely blocked.
Zoho Books Updated - Why remove Fetch/Create Customer
Hi Zoho Team, Prior to all the Zoho Books actions being updated there was an action called something like "Fetch/Create Contact" that had the following description: "Fetches a contact by email address, contact ID, or name. If the contact does not exist, you can choose to create a new one." Now I don't see an action that can both fetch and create a contact if one is not found. Why did you split it up into two separate action. We have SOOOO many flow with the old action and now we have to not only
Zoho Inventory + Zoho Flow + Shipstation
Hi there. I'm trying to make or find a custom function for making new orders to be shipped in ShipStation based off of incoming sales orders in Zoho Inventory. As my orders often have more than one product, I need to be able to move over multiline orders. I've started on a custom function to do so, but I'd need information on either what LineItems is an array of for shipStationItem assignment purposes or an example of someone else's similar custom function for this purpose. Basically, the issue I'm
how can i assign a Zoho Desk Task to a Team and not an Agent?
Hi Flow Team, i would like to assign a particular task to a Team in Zoho Desk, but it looks like that is not so easy to perform. First, i tried to find out the ID of a particular team in Desk, by simply editing it and copying the ID from the URL, lets say 16281000005204663. Then i tried to use a custom value for the task owner: But when i try this, i get this flow error: Zoho Desk says "The value passed for the 'ownerId' parameter is invalid." How can i fix this? Thanks for your help!
Woocommerce!
I just noticed that Woocommerce is now available as an app inside of Flow. Yahoo! We'll have to see how things work, but this has the potential to really make my integration a whole lot easier. Thanks Zoho!
Replay of Failed Tasks
Any plans to add automatic replays of failed tasks like Zapier? Right now, if a task fails, there's no notification or way to know without going into Flow and looking. Notifications are only made if a task fails three times consecutively, and then there is no way to easily move the data that should have been moved. It seems like failed tasks should auto-replay at least a couple of times if they fail initially.
Configuring Flow - Creator Connection
I have been trying to update my Flow's .getRecords function script which I use to get information from my Creator App and send them to a Webhook, but it doesn't seem to be recognizing my connection. "connection doesnot exists" I have set up an All Functions connection within Flow as well as a connection in Creator with scope. Am I missing something? How can I get Creator record info to Flow?
Expected input type is jasonarray
I am working on a flow taking info from Zoho Forms to Zoho CRM. The field is Course of Interest. In CRM this field is type multi-select in CRM (There are a dozen courses to choose from and the user can select any number from the pre-defined list). The user filling in the form may be exieting on the system or not. So I don't want to use the upsert function in Zoho Forms / Zoho CRM intergration because I don't want to override the existing information if they are intersted in multiple courses. I tried
Are there plans to support time in the Todoist flow?
Hi, I have a Zoho Calendar to Todoist flow and it sends the date OK once I've converted it to a slightly different format but I can't get time to work. Todoist seems to want the date format as: 2016-12-06T13:00:00Z If I send this format over the response in Invalid Date. If I send 2016-12-06 it works fine... without the time. Are there any plans to support time at all? Many thanks Rgds Jon
Using flow to populate a field in a record using a value from a record in another module
In Zoho CRM, I have used the Products module to enter products with associated commissions that are paid for each product. I use the Deals module to set up deals for a contact. The deal template has a lookup field for the Product. There is also Commission Amount field in the deal, and for now the commission amount must be typed in the field.. I would like to automatically populate the Commission Amount field in the Deal record with the commission that is in the Product record for the Product in
No Sales Order Number in Books Flow
Hey Team, Sales Order Number is no longer one of the options when Sales Order Created is a trigger in Zoho Books. Why is that?
Flow: Desk to CRM - how do I ID account?
Hi all, For several reasons, I do not want to use the two-way sync between CRM and Desk. Instead, CRM syncs with DESK (one-way) but I want a trigger in the Desk Contact that allows me to create a new contact in CRM. Account is a mandatory field in Desk Contact and it's coming from CRM through sync. I'm detecting a checkbox value in Desk Contact and create a contact in CRM under the account from the field in Desk Contact. In mapping fields, however, I see that AccountID for Desk and AccountID for
Cannot create connection between Zoho Flow and Zoho Bookings
I'm trying to create a connection between Zoho Flow and Zoho Bookings, however Flows give me the error: Zoho Bookings says "null". Am I doing anything wrong or should I change anything in either Zoho Flow or Bookings?
Custom function connection with Zoho Creator
Hello, I am using a custom function to GET RECORDS on a APP that i have in zoho creator. This function allways worked, but now it gives the error: "No. of arguments mismatch for the integration function 'zoho.creator.getrecords' at line number 3. Resolve the errors and try again" So i fixed by inserting the rest of the params (index, limit and connection name), so my function is like this now: getrecord = zoho.creator.getRecords("roboplan_zoho","planeamento-plano-b","Tasks_Report","Task_ID ==test",1,10,"creator");
Error in a field I dont recognize
Hello, When I try and test my very simple flow I keep encountering more and more problems. after solving a few, my recent one is that when I try and check the "output" section in my flow, it says "Invalid input for field1. The expected input type is date." I dont have a field called "field1" and I have no idea where to start looking for a solution.. I have attached a printscreen for reference. Thanks!
Zoho Creator x Zoho Flow
I can't see Zoho Creator from the list of apps inside Zoho Flow when creating new connection. As described here: https://www.zoho.com/flow/help/zoho-creator.html Zoho Creator seems not available for Zoho Flow, or what?
Want to trigger a flow when someone attends a Showtime session
Currently, we're using Showtime for webinars to encourage signups to our app. I'm passing registration data to Flow from Showtime when someone registers for a session and passing a web hook to Flow when someone signs up for our app. What I'd really like to do is have a step in the middle which captures the actual attendees for the webinars. This will allow me to automatically email people (via Marketing Hub) who attended but never went on to signup. I've created a flow with the trigger 'Attendee
Favourite Apps
A quick usability suggestion. Setting up flows can be tedious searching through all the apps. Most of my flows run across 3-5 apps, and most actions are Zoho CRM. This means scrolling to the bottom to select the next action, or typing it in to filter and waiting for that to load. It would be great to be able to have favourite apps that always appear at the top of the list. Thanks
Extract part of variable in order to fetch user record in Zoho CRM
I'm trying to fetch a CRM user record us a fetched Zoho CRM custom user field. The variable ${fetchAccount_1.CUSTOMUSER} returns {"name":"John Doe","id":"12354656544564646"} The CRM user account does not recognize this. I would like to have the variable only return "John Doe" I tried this but had no luck ${fetchAccount_1.CUSTOMUSERmapVar.get("name")}
fetch zoho desk ticket content
I need to setup a flow that can get the content of a ticket, and extract a string from it and store it in a variable. can't fiigure out how to do this. any help appreciated. I can code if neccissary
Duplicate Event with O365 Integration
I have an integration that after an event is created on their personal O365 Calendar, it would create an event on their Zoho CRM Calendar in O365 that is synced with Zoho CRM. The problem is that after creating an event in the user's personal O365 calendar, two events would add in the Zoho CRM O365 Calendar. Both events are the event that was created in the personal calendar. It looks like the function is getting called twice. Not sure why this is going on, but any help on this issue would be great.
Any plans for a PhoneBridge connector?
Hello, I'd was wanting to know if Zoho is planning to add a Flow connector for PhoneBridge? I can see several applications that this could be used for. Thanks, Bryan
Trying to fetch data record from Zoho Creator to Zoho forms
Dear team, I'm trying to fetch data record from zoho creator to zoho forms using zoho flow. In zoho flow its shows test successfully but desire result not executing. I'm sharing screenshots in the below in word file. Please help me to solve this problem. Thank You Shiva
Using Amazon Integration Data
Trying to use Zoho Flow to trigger on new sales orders coming from Amazon Seller Central. I am able to see the data, but need help on parsing the long string that comes across with "Sales order created" trigger. The field being mapped to variable is: ${trigger.line_items} The return value is: [{"line_item_id":"9999999999999999","discount_amount":0,"item_type":"inventory","item_type_formatted":"Inventory Items","discount":0,"document_id":"","quantity_cancelled":0,"image_name":"","product_id":"9999999999999999","attribute_option_name2":"","attribute_option_name3":"","is_returnable":false,"sku":"product1","pricebook_id":"","image_type":"","attribute_name2":"","tax_exemption_code":"AMAZON
Zoho flow for Zoho desk when ticket gets tagged
Good afternoon My company 15d trial for zoho flow has ended as we started it by a mistake without actually using any flows and before I decide to purchase the module for £80, I'd like to know if is it available for Zoho Flow to trigger on ticket update with condition of assigning a tag to the ticket? For an example - a user does read the ticket and decides to set a tag on it. Then I want Zoho flow to move the ticket to a different department and inform a 3rd party company with mail. The problem
GDrive Fetch Folder
Hi ya. I have a simple work flow that will create a set of folders for an Account record in Zoho Flow. We pass the Account Id to the flow and it does the following. 1. Zoho CRM Fetch Module (Accounts) used to get the account record from Zoho CRM. 2. Run a deluge Function to determine the name of the parent folder. It takes the first letter from the account name and determines the appropriate name for the parent folder - for example, if the account name was "Xenobite Corp" the parent folder would
I am trying to figure out a way to export records based on a certain condition from the deals module into a Google Sheet
The idea is that on a weekly basis, any deals created in that time that are exported into a Google Sheet so that fields can be updated, and then the Google Sheet is imported back into Zoho CRM so the records are updated. Is this possible to do using Zoho Flow and does anyone know how this can be accomplished?
Pull Email address from contact into deals for monday.com integration
Hey guys, hopefully I can make this make sense. We are trying to create a flow that will push certain data from the deal into monday.com everything is working besides the fact we cannot pull the most important field over. The email In the deal it has a field with the email but it's at the top like a related section so in the flow the email is not a variable i can send. What I am hoping to do is either a formula field to pull the email from the contact into a field on the deal so that it will be a
Cancelled or moved Calendly Appointment -> move activity in Zoho CRM
How can I send the changed date/time of a moved appointment to the according activity of a lead/contact in Zoho CRM? And I want cancelled appointments to be marked as "cancelled" in the subject line.
I am having problem getting a flow to save.
An error message keep coming up to sayflow cannot save to and contact support. Some times it does save and sometimes it won't. I can't see anythin wrong
Add Description Field to Zoho Calendar Flow
Hi, I have a flow that works fine... connects Zoho Calendar to my task management software.... I noticed that the Description field in Zoho Calendar is missing from the list of options within flow. Is it possible to add this at some point? Many thanks Rgds Jon
Count deals in ZOHO flow
Hi, I'd like to to trigger an action when a deal is created and then -based on the deals count- a followup action. So for example: trigger an action when new deal is created If it's the first deal of the customer Send welcome mail Or trigger an action when new deal is created If it's the 10th deal of the customer Make call task (to say thanks) Is it possible to count deals in ZOHO flow? Thanks!
Integrating Podio with Zoho Flow
I am integrating Podio with Zoho Flow that when a new item is created in podio, it will create a folder in zoho workdrive using zoho flow. How do I get the flow to create the folder with podio item name as the folder name? When I insert the variable of a field from podio, it creates the folder with the whole podio item url instead of just the podio item name. How can I fix this?
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