Is there anyway to import Clients from Zoho CRM or Projects from Zoho Projects into Zoho People via API or Zoho Flow?
Is there anyway to import Clients from Zoho CRM or Projects from Zoho Projects into Zoho People via API or Zoho Flow?How do you make an existing client of a project the primary client in Zoho Flow?
How do you make an existing client of a project the primary client in Zoho Flow?Is Zoho Flow no longer a support product?
I opened a ticket over two weeks ago and it hasn't been addressed. Does anyone know if Zoho Flow is being cancelled or if they have any plans on fixing it?Bug: Zoho Flow > Zoho Books > Action: Update Recurring Invoice > Project IDs
The Project IDs field on the Bug: Zoho Flow > Zoho Books > Action: Update Recurring Invoice form does not work. I can update other fields for the same recurring invoice without issue. When I try to add a project that belongs to the same customer as theIntegration of AWS RDS and Zoho Flow
Hello! I am not good at English so sorry if it is hard to read. I saw the following article and wondered if it is possible to use Zoho Flow to add new records to the AWS RDS that I use as a database for my web application when certain actions are detectedCliq to User in Flow
Flow/Cliq presents only Cliq OrgAdmin users as valid recipients of Flow-initiated Cliq message. Flow presents an incomplete list of Cliq Users. We have 30+ One licenses and all of them use Cliq on a daily basis. I need any/all to be valid. How do I getInquiry Regarding Automated Assignment of Zoho TeamInbox Messages using Zoho Flow and Deluge
Hello, Our company is currently using Zoho TeamInbox, and we are interested in automating the assignment of responsible parties using tools such as ZOHO Flow and Deluge. Is it possible to achieve this? Allow me to provide more details. Currently, whenNeed Zoho Social as an app with appropriate actions in Flow
Need Zoho Social as an app with appropriate actions in Flow.Is there any other way to sync leads from wordpress elementor to zoho crm than Zoho flow?
Is there any other way to sync leads from wordpress elementor to zoho crm than Zoho flow just in one go? The problem with zoho flow is that you need to create flows for each forms and if any new form is added on website and team missed to create the newintegration with teachable
Hi there - we use teachable for course delivery, please make a flow to integrate with them!Update a Checkbox
I created a Flow that triggers when we transition a Deal to an Onboarding stage. The purpose of the Flow is to make sure the Account and Point of Contact exist in Desk and create them if they do not. It also creates a Desk ticket and a Project in ZohoZoho Flow API
Hi, are there an api for Zoho Flow? We would like to integrate Audit Logs, Flow settings and the list of Flows into our systems.Fetch Contact removing trigger values
Hi all, I have a Flow set up that connects Elementor Forms with Zoho CRM. I have also set up Google Ads tracking between Ads and CRM. Because you can only input a value to the GCLID field on create, I had to amend my flow to check for a record's existenceZoho Flow - Incoming Data
Hi There, I am wondering how to retrieve specific data from an incoming form in Zoho Flow 1) I have connected a form to zoho flow 2) Output looks like this 3) How do I get only the email address from data --> newsletter form? so I can add the contactCreate Invoice With More Than One Item/Product
I was trying to use Zoho Flow to automatically create an invoice when an opportunity is marked won in Zoho CRM. However, you can only add one item/product using the Create invoice module. Is it possible to add more than one item/product to the same invoice? If not, I'd like to make a feature request to be able to do so.Idea to improve the Information Design of "My Flows"
Add custom value for eventID
Hello, Using Flow, I like to fetch attendee from the given eventID. But I can't find a way to use the value in the list of event. Please add custom value as it's possible for otherapplications like CRM. My goal is to fetch all attendees of that event.Digest by Zapier Equivalent for Zoho Flow
Are there any integrations that work similarly to Zapier's Digest that store trigger data into lines that can be delivered on a schedule.Inquiry Regarding Automated Assignment of Zoho TeamInbox Messages using Zoho Flow and Deluge
Hello, Our company is currently using Zoho TeamInbox, and we are interested in automating the assignment of responsible parties using tools such as ZOHO Flow and Deluge. Is it possible to achieve this? Allow me to provide more details. Currently, whenDisplay year in versions date
Hello, I'm discovering flows from a client, and see that there are a lot of updates. However from the date, I can't see which year are the modifications have been made. I know for sure this were made years ago. Please add complete date and not only monthZoho Flow The expected input type is jsonarray Error Message
Using Flow to create a CRM Lead when an appointment is created in Zoho Bookings. I need to update the Product Category field in the Lead which is a Mutli Select required field. Using Flow I am updating the Product Category field with the value - InstantAccept.I live a webhook of zoho flow and I don't know how to respond with the following json {"fulfillmentText": "Text"}
dialogflow sending me data to the webhook, I do searches in my zoho application and at the end of my flow I need to give this answer to dialogflow ... I don't know how to configure the webhook response! how is it done? This is the answer I need to sendCan you increase the API payload from 200kb when referencing a JSON page
We have a need to ingest a live json file into Zoho Flow. When i try to use it, i get the error API Payload exceeds 200kb Can we increase this anywhere. The file is 540kbUpload File Attachment from Microsoft Outlook into Zoho WorkDrive
Hi Team, It's there is a way for me to upload/copy my file attachments (pdf/jpeg/png) in outlook into Zoho WorkDrive? my Zoho Flow : In File or folder ID to copy, field I unable to fetch my attachment from Outlook. Please help. Thank you.Add signed Dokument from Zoho Sign to Zoho CRM
I create a lead in Zoho CRM via a webhook and then send a document for signature. I am looking for a way to add the signed document to this lead. Does anyone have any tips on how I can make this work?Dynamic Project Task Due Dates
Hello, I want to create Due Dates for Project tasks based on a backwards calculation from a set date. My idea is when a deal is closed, it will have an "Event Date" field. I then want to create a Project for that said Event. There are a variety of TasksComo consigo receber um payload JSON e utiliza-lo em minha função no ZOHO FLOW?
Estou fazendo uma automação no ZOHO FLOW e preciso trabalhar com um payload em format JSON que chega através de webhook para minha função, porém não consigo utiiza-lo. Alguém pode me ajudar ? O parametro "e" é o payload recebido. string doGet_2(map e)Updating Products In a Sales Order
I am trying to using Zoho flow to create an automation to update all products on a sales order with a predefined project_id. My inputs to the customer function is Sales order ID and Project ID. My code is this: void salesorderupdateprojectstatus(stringMake Simple Functions Standard
One of the main reasons that people use an automation tool like Zoho Flow (or Zapier / Make / etc.) is because they have no coding or scripting skills. This means that even doing something like simple arithmetic in a Flow feels out of reach to many users.UI / UX - Custom Tabs / Folders for Custom Functions
For those of us who make significant use of custom functions, it would be nice to be able to organize custom functions in the logic section. Custom tabs and/or sub tabs would be a really cool addition.Zoho Flow: How to make a For each logic to send email notifications?
Hello. We need to develop a way to send Emails Notifications to a list of Contacts every X days. That list will change according to the information in CRM every time the Flow is triggered (basic diagram is attached below). I've thought of creating a FlowHow select a record based on critieria?
Hi, I'm trying to do my first Zoho Flow and I stuck with the record select. I have FLOW which updates some fields in DEAL record based on Zoho Sheet with email and some other data. I'm very happy because it works :) when I put a data into the spreadsheet,UNREAL LATENCY AND DELAY
Over the past few days, I have experienced MAJOR delays in my flows being triggered. can you give an explanation for this Zoho? I was on with your seriously lacking Zoho flow customer service reps and was told this would be rare and I would never see it more than once it a day...well on yesterday not only did I experience 3 times and reached out to Zoho each time, the last time the flows took 6 WHOLE HOURS before they were triggered, and then when they did trigger, they put the timestamp fromHow to update a contact ?
Hi, I have a flow which : - When a new contact is created - Create a parent folder in my google drive - Create a shared folder inside the parent folder Then, I want to update my contact with the Parent folder link and the shared fold link in 2 fields.HTML Form to Flow
I am currently creating a html form to send a webhook to flow. What can I do to send the data, but not send my user to a blank screen with action="webhookurl". I have tried javascript, but access denied for cors.Product Details in Zoho CRM Sales Orders
Hi, I'm trying to create Zoho CRM Sales Order in the Flow when the new order from WooCommerce is received. In order to create it I'm using "Zoho CRM - Create module entry" and specifying "Sales Order" module. In the list of required fileds for this moduleZoho Flow / Zoho Books Bug -> Send Estimate
We use Zoho Flow to create and email an estimate to our customer. This works quite well. But if we want to send an estimate using a template from Zoho Books which has an attachment, a fixed one, not the estimate itself, this "fixed" attachment is NOTPROBLEM WITH ZOHO FLOW
Hello, We are a paid customer and we have several integration processes that are using Zoho Flow as a backend. Recently, especially yesterday and today. We have been experiencing problems where Processes get stuck on "QUEUED" status for several minutesZoho Flows just stopped triggering
I created a zoho flow that triggers on new contact creation and it just stopped triggering. I tried createing a new flow and it does not trigger. I deactivated and reactivated all flow but the problem is still there. Test mode also does not trigger whenZoho CRM connection: missing COQL scope
The ZOHO CRM connection does not include the COQL scope, which prevents from running COQL requests in custom functions. The Zoho CRM COQL API documentation states the required scopes for COQL requests: scope=ZohoCRM.coql.READ (and) scope=ZohoCRM.modules.allNext Page
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Hello everyone, We have an update regarding the use of the sendmail statement in custom functions. We plan to allow only verified email addresses as 'From' addresses for emails configured in sendmail statements starting December 1, 2024. This change aimsZoho Flow turns 5
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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 theEmployee profile creation automation in Zoho People
Here's a corrected version of your text: Hello, I am currently working on automating the creation of new employee profiles in Zoho People. To do so, I've created a Zoho Form where future employees can enter their information (name, SIN, void cheque, etc.).How 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.
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