What is the Post ID
Creating a Flow between Zoho Forms and Zoho Connect to create a comment to a group when a new form is submitted. Looking for more information on what the Zoho Connect required Post ID, Unique ID associated with the post is. From there, how or where I obtain it to complete the flow.Wiring up flow diagram
Hey folks, Banging my head on this one. I have a very simply flow. The trigger is a Zoho Form, which then uses the create / update CRM integration to update the customer record, add two notes to the record, and then it should connect to a decision to determine if the user should get an email from us. However, every time I try yo wire this (and they wires do connect correctly), after saving the wires after the second action are removed. This happens every time, despite applying the changes. AnyError creating Account from new Contact
I'm on the ZoHo One trial. The platform is obviously powerful and well thought out, but I am having trouble here. I'm a solopreneur and finding the Flow documentation sparse on details at best. I'm trying to create a flow that automatically creates an account when a new contact is created in ZoHo CRM. My company deals with both business accounts (I bill the company), and individuals as accounts (I bill the person directly). When I attempt to test the flow "New Contact" ---> "Create or Update ModuleCreat a note to contact in zoho crm with flow
I would like to create a note to a contact in Zoho CRM with flow. Trigger > update creat/update contact (to zoho crm) > ????? (creat a note to write informations from the trigger. Do you know how to do that? Thank you.Adding Trello card from Notes in CRM
I would like to create a flow where a Trello card is created based on the Notes module but can't see this as an available trigger.Setting a variable to the current date
Does anyone know how to get the current date that a flow has started on? IM trying to create a flow that triggers quarterly and the only options are daily, weekly, monthly, or yearly. I'd like more control over setting schedules for flows. Right now it seems like the only way to achieve a quarterly flow is to make a monthly one and check if the month is one of the quarter months.Flow with Projects
Hello, Our Projects have very repetitive tasks and so we have milestones and task lists setup, we don't want anyone moving forward if something listed hasn't been done. I have a workflow that automatically creates this project template when a deal reaches stage Won. Now - I need to make sure that all of our team is reminded in every way possible by Zoho that tasks are not being done and are late. Can Flow help in this way - Can we get it to post to - personal to-do tasks to Gmail Calendars? - feedJotform integration
Hello, The Jotform integration does not seem to work. I have connected the API and it tests OK, however when I try to select a form from the form drop down the only option I have is to choose form.Zoho Checkout and Zoho flow integration
Do you work to integration between zoho checkout and zoho flow... It will be very great... ??Alexa
Good morning Alexa, are you going to connect with Zoho Flow in the future ? ;)Decisions Left Right Down
On a decision 3 connections can be used to other elements. Is Right always true, Left always false? When would a Down connection be triggered?Error Creating Task in ZOHO CRM using ZOHO MAIL as Trigger
Hi, we need your help... We want to automate a Task creating, using content of an email. If I received an email in ZOHO MAIL with a given subject, then it must create a task associated with a sales order in ZOHO CRM. It has only 2 simple steps. But only 1 work, second one doen´t it. First Step: Zoho Mail New Email Matching Search Second Step: Create Module Entry We received this error [{"code":"INVALID_DATA","details":{"api_name":"$se_module"},"message":"invalid data","status":"error"}] We are usingCreate Zoho CRM task if no sales order for x days
Hi All Hoping you guys can help me out with this flow. We want to create a flow that assigns the salesperson a CRM task to call a contact if they haven't ordered for X days. Zoho books invoice trigger If no new invoices for X days for that contact create zoho CRM task for the salesperson * if new invoice is created, the delay is resetCreate create Quotes in CRM
I looked in Flow but could not see an Action for Zoho CRM to create a Quote. When will this be available?Zoho Flow with Google Apps
Hello my friends, we are having a lot of problems trying to create a flow that starts in a custom app that has a form that receive client contact email and creates a contact in zoho books, them email the clients with the provided contact info and client ID, when we try to integrate Gmail Bloc to it the flow is not being executed, also happens with google sheets, the flows are not being triggered when a google block is in it, we checked and the flow is on, we migrated the domain email to zoho emailTrello cards → Connect tasks
I just "discovered" ZOHO-Flow and I am enthusiastic about this new tool! However, when setting up a 'flow' between Trello and ZOHO-Connect it does not seem to work. The set-up seems rather logical, straightforward and easy and therefore I cannot imagine I went wrong somewhere: A new card in a specific list on a specific Trello-board triggers a new task in a specific list on the board of a specific Connect-group. When I test the flows (in the Flow-app) they seem to be working fine! But there is 'noNone of my flows are working
Hello my friends, we are really strugling here to advance in our projects but we have this bug problem, once we create our flows we test them, (a Zoho Form connected to Zoho books in orider to create an Contact from the form) and it works awesome, but when we add a mail block (Gmail or Zoho Mail) to send an email confirmation to the client with some fields like Contact ID, all the flows stop working, they are not being triggered, so we have to erase them and all the connection and start again, weGoogle Blocks and Zoho Mail Problems
Hello my friends, we are having a lot of problems trying to create a flow that starts in a custom app that has a form that receive client contact email and creates a contact in zoho books, them email the clients with the provided contact info and client ID, when we try to integrate Gmail Bloc to it the flow is not being executed, also happens with google sheets, the flows are not being triggered when a google block is in it, we checked and the flow is on, we migrated the domain email to zoho emailDealing with dates
Hi, I'm looking to set a task in Zoho Projects 7 days after a Stripe transaction takes place. What do I put in the start date field to say +7 Days ? Another way would be to set a delay for 7 days and then create the task with a start day of Today, How would I do this? The start date box only seems to accept actual fixed dates. Many thanks for your help. Rgds JonError on new module record creation
I'm trying to set up a Zoho CRM-Zoho CRM based flow that would create a new record in a custom module (action) whenever a record is created in a different custom module (trigger) and populate select points of information. The debug test is successful, but when I create a new record in the CRM module I specified on the action, I'm getting an error message that refers to the data expectation of 'bigint' not corresponding to what is provided. When looking at the field values in flow, there is an 'abc'Flow not saving changes in editor
Im creating a workflow between calendar and google sheets, and I have a Decision that branches into more than 30 conditions, but after creating some conditions and trying to save, it says(translation) that "changes can't be saved". I am the trial version, i want to know is the - not saving issue - can be due to the trial version or some other thing, I can pay the standard plan easily, but if the problem is something else, I wouldn't even pay for the the standard plan This happens in safari and chromeCRM Lead blocks not working
Hello, Currently when I use a 'Fetch Lead' or 'Create/Update Lead' block, and select a connection with full scope permissions, I get an error message saying: "Zoho CRM says : the module name given seems to be invalid". As far as I can tell, the other blocks seem to work fine, but not the ones for Leads. Please fix ASAP.Why is contact a fixed field in the Zoho Desk connector?
Why in the world would I be forced to set the ticket contact to one of my email contacts? Why can't I either fetch the contact based on the email address or create a new one if it's not there?LastName not saving on Create Update CRM Customer action
Hi. First up, I am very impressed with what I see from Zoho Flow. It is exactly what we need to connect cloud services. However, I have a strange error occurring. I have created a Zoho form which collects first and last name and email, along with some other data. I have created a trigger for when a new form is created, which works perfectly. The trigger then passes to a Create or Update Contact (ZohoCRM integration). I can configure this create or update action alomst perfectly - the first name,Mapping Dropdown Fields
I'm having an issue when trying to map my typeform to zoho CRM. I have dropdown fields in zoho crm and the same fields in the typeform but when it comes to mapping I can't map them. This is possible to do in Zapier. Is there a workaround here? Do I need to create separate variables with conditions to assign the values or something?Setting a task in Zoho connect + 7 days
Hi, I'm looking to create a flow that sets a task in Zoho Connect 7 days from a Stripe transaction. So the trigger is a Stripe Transaction which then creates a task in Zoho Connect in 7 days time. Can this be done? Many thanks. JonCustom Function
I have a Zoho Form with a First Name, Last Name and Full Name. I want to populate the Full Name using a custom function in Zoho Flow (i.e. Full Name = First Name + " " + Last Name). Is this possible?Problems with cyrillic
Hello Zoho Team! First, thanks a lot for Zoho Flow!!! We are waited for such solution for a long time. But I found problem with Cyrillic font when we send message to Cliq using flow. Please fix it and check other possible problems with Cyrillic. Thank you!Can't see all Google Spreadsheets
Hi, I run an IFTTT recipe that records all Stripe transactions in a Google spreadsheet and I'm trying to replicate this in Flow. I have Stripe & Google Sheets connected but can only see a selection of sheets in the drop down list. It doesn't seem to list them all. Is there another way to add the sheet, maybe using the ID of the sheet? Many thanks. Rgds JonCustom Fields from Zoho Desk
First of all thanks so much for creating this application and making it part of Zoho One! I no longer need Zapier! That said, I cannot figure out how to map a field called "urgency" from my 123FormBuilder connector to the same field in Zoho Desk called "Urgency". The permissions are set to "VIsible" on the portal so I know end users can see and update the field. Am I missing something? ThanksAdditional Trigger fields for Zoho Apps
Will it be possible to add more "trigger fields" from Zoho apps. What I specifically looking for is the "Create Bundle" action in Zoho Inventory. E.g. I have a Production Order app in ZohoCreator and we are using the new Advance Composite Item to act as a Bill of material functionality. I want to create a new record in Creator for each Bundle that is created. That will help a lot of manufacturers using Zoho with "Bill of material " functionality. ThanksI want to use JavaScript
I want to use JavaScript in Custom Functions!I want to use JavaScript
I want to use JavaScript in Custom Functions!Developer edition?
Is there a developer edition available where we can build own connectors and possibly market them on Zoho Marketplace?Welcome to the Zoho Flow Community!
Zoho Flow is an integration platform that helps you connect web applications and automate complex business workflows in minutes. You can easily create and customize integrations, adapt them to dynamic business needs, and collaborate with your teammates on building centralized integrations. This space is exclusively for us to hear your thoughts, so get started and share some amazing integration ideas and latest updates that we automation peers would love to hear!
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Help with google calendar flow
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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