Generating a list of actions
I have a number of jobs I want to do through scheduled reports but I'm not sure how to start. As an example. I want to do a weekly check for all Deals that haven't been actioned in X amount of time. I know how to create a custom function to generate thatFailed Action After Delay Doesn't Appear Under the Date of Failure, but Under Date of Trigger
We have Flow where there is a delay for 20-40 days. If after the set number of days delay, the flow fails, it's hard to identify the failure, since it will show up in the history on the date of trigger. We check our "Failed" actions daily and addressForms to Subscriptions
We've created a ZForm that is a member application form which includes selecting a membership plan (multiple pricing tiers). We are trying to use ZFlow to integrate into ZSubscriptions but are having issues with getting the subscriptions to flow. WeAdd products from an estimate in books to the potential products related list in CRM throw a Flow
We have our items, accounts & contacts syncronised between Books and CRM. The question is, when creating or updating a new estimate om books throw Zoho Finance, how to add the items of the estimate to the zoho CRM products related list on the potentialsHow to use Zoho Flow create a new project from a project template in Zoho Projects when a new module entry is created in Zoho CRM
I am attempting to create a flow which automates the creation of a project in Zoho Projects from a template when a module entry is created in Zoho CRM (For me this module entry is the creation of an opportunity). Firstly, I cannot find a trigger whichZoho Flow triggers not working
Hi , I have set up a flow which triggers when a new record is created in a Zoho Creator app. This flow works great when I initiate the flow with "test and debug". However the flow does not trigger in live mode. I have tested all the connections usedHelp converting Forms Date to Calendar Date-Time
I need help writing a custom Flow function to convert from the date format of a Form date field: yyyy-mm-dd to the date-time format of a Calendar entry: yyyy-MM-ddTHH:mm:ssZ The Calendar item will be an All-Day event. It is acceptable for the Time toI need a Flow that will MOVE a Sales order from CRM to a Sales Order in Books
It appears as if the Quotes and Sales Orders in CRM are dead-ends. The data doesn't go to Books with any detail. I can create a Flow that will create a Sales Order or Invoice in Books, but there aren't any line item details. Without the details, it is a pain to re-enter all the data for purchasing and customers want to see the details of what they bought on the Invoice. Ideal solution would be that integrating Books with CRM on One would turn off Sales Orders and Invoicing in CRM. When a Quote isUsing Deluge To Merge and Download Document and Attach to Deal
I have a custom function that currently lives inside Zoho CRM and is triggered via a workflow rule. The custom function takes information from a deal and creates a merged document (zoho writer functionality), and then attaches that merged document to the deal. In an effort to save our workflow rules limit, I wanted to migrate this custom function to "Zoho Flow." Unfortunately, when I create a custom function and copy and paste the code into the custom function in Zoho Flow, I get an error sayingWorkDrive: Fetch file or folder - By keyword
Hey, Zoho Flow has 4 different fetch tasks inside the Zoho Workdrive integration: - Fetch file - By keyword - Fetch file - By name - Fetch file or folder by ID - Fetch folder Would it be possible to have a "Fetch file or folder - By keyword/name" task?Uploading file as attachment to Zoho CRM
Hi, I am trying to attach a file to a Zoho CRM contact using Zoho Flow. Right now, I try to do it through the “Upload File” field in Zoho CRM (In my screenshots, it’s called Téléchargement du fichier 1). Here is what I tried: Case 1: Webmerge document The Flow is called “Custom Function” (see screenshot 101). Step 1: Creating a Webmerge document (screenshot 99) Step 2: I use “Update module entry” to upload the created file. I upload Webmerge’s “Document” in my “Téléchargemet duCan't enable Flows that use Desk webhooks. Error Message: Zoho Desk says "It looks like you have reached maximum number of webhooks permitted. Your allowed webhook count is 10"
For the last day, whenever we try to enable a flow that uses a Desk webhook, we get this error: Zoho Desk says "It looks like you have reached maximum number of webhooks permitted. Your allowed webhook count is 10" Support says they are working on it,How to read content out of File (Excel, Zoho Sheet, CSV) and iterate through rows
Hello, I'd like to be able to iterate through all the rows in a CSV or Excel/Zoho Sheet file to perform actions on them. How is this possible in Flow? Thanks in advance! Best regards, SvenAdd option to clone Zoho Flow actions after those actions have been pre-filled
Hi Zoho Flow team, One feature that would be super helpful for organizations that have to use Zoho Flow for many of their workflows is the ability for them to be able to quickly clone an action already in use in a Flow. The cloned action would containFolders to organize flows
How about a folder structure to organize the flows? The UX of Flow can needs some improvement.Zoho 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.allBug: Zoho CRM "Create Module Entry" for Cases does not seem to work
I'm trying to create a Case in the CRM via flow. I've set all my fields manually but when I test I get the same error "Required Field not Found, check input for Status" But my Status field is already set. Hopefully I'm not missing something obvious!Zoho Flow test & debug works but doesn't work outside of test & debug
Hello, Im using Zoho Flow to update a Item Column using Zoho CRM, my flow works when I use test & debug but when i go to try out the flow in the real world it doesnt make the update and the history says the statusMarked as No Show Will Create A Contact in Campaigns
Hello. So, we're utilizing Zoho Bookings more now, and I was wondering if there was a custom function that when an appointment is marked as 'No Show' it will create a record in the 'No Show' list of contacts we have in Zoho Campaigns so they could beEntry created or updated - not getting all fields
I have a flow that fires on an entry being created or updated in a custom module in CRM. It is only supposed to proceed if a particular field is false and once fired, immediately updates that field to true to avoid running multiple times. For some reason,Zoho Social integration with Zoho Flow
Is there any plans for Zoho Social integration with Zoho Flow?Zoho Flow Not Triggering as Expected // Support Unresponsive
Hello, I've set up a flow that's supposed to trigger based on tagging an email within Zoho Mail. The flow works fine in Test and Debug mode, however, it does not get triggered when someone tags an email. This seems to be a common theme given what I'mUrgent!! Zoho Flow Latency Issue
What is the extreme latency issue that Zoho Flow is experiencing today? Records have been queued for over 30 minutes. What time will this be resolved today?Zoho Flow: Trello > Zoho CRM - Entry Id*
Hallo, thanks to Zoho Flow I created a flow bethween Trello and Zoho CRM. Now I need to create a flow which update my record in a custom module when a Trello card is moved. My problem is related to the field Entry Id* If I fill it with the record ID it runs perfectly, but I need this flow works for every record of my custom module. How can I fill the field Entry Id* to make the flow work with all records...???? Please check attached files... Carlo CarnielLatency
I have an integration to shipstation from zoho books. It works. But Sometimes the roundtrip is quick. Within a minute. Usually it takes about 5 to 10 minutes. This is not the first time, but today I'm seeing close to an hour at different points in the day. This is for shipping which is supposed to happen quickly from a workflow standpoint. What gives? When I look at the books order status, the workflow on the books side is notifying that it ran immediatly. So that leaves the issue between booksSend e-mail with attachments
Dear Zoho, How is that possible in Zoho Flow to send an e-mail with attachment? Just a simple example: Zoho Flow checks my Zoho mails and if the conditions starts the trigger then I would like to send an email with the original email's attachment. Any idea? BR, AdamCreator & Flow - Fetching a lookup record.
Hi, I have a simple Creator application that has a customer and order table, there's a lookup on the order form to the customer form and I'm trying to create a flow so when an order is created it then fetches the customers email address and passes itWHMCS for Zoho Flow
Can we use WHMCS for Zoho flow?Zoho Flow Webhook - Wrong syntax 'size' when executing webhook
I have a webhook from GitHub set up. The webhook inside of Zoho Flow can receive a payload from GitHub, but when I click "Test", I get an Input and Output button. Input is blank, and Output says "Wrong syntax 'size'". I am not sure if I have somethingPull Stripe meta data
Hi, IS there a way to map stripe metadata in the flow. We can see the data passed in the flow, but unable to see it in the builder.OneDrive not triggering
Please, I'm in the flow https://flow.zoho.com/#/workspace/default/flows/new_pdf/history. It should trigger whenever a new file is added to One Drive. The connections seems to be ok, but many files already added to the specified folder, and no triggerDate / Time Formatting for Analytics
TL;DR - I can't figure out how to format date time info without losing the time portion. I am attempting to use Flow to Create a Row in Analytics every time a row is created in a Google Sheet. The trigger works fine. The action of Creating a Row is aWoocommerce Connection Errors
I'm using the invokeURL() function in a Deluge custom function to send JSON payload to woocommerce using a "Woocommerce Connection" app. However, a "401 cannot create resource" is response i being returned despite having the proper credentials and usingWoocommerce Line Item Information
I'd like to add each line item from a Woocommerce order to a zoho creator form record. The line items are found within the line items array, but I'm not sure how to get each item out of the array? Any help would be much appreciated.Zoho Flow / Zoho CRM / WebHook creating a sales order error
Hi, I'm facing a error that I can't solve. The path begins with a external ERP sending a signal of a sales order, via webhook, to zoho flow. In my design, I put the first step to create a contact in Zoho CRM, them create an Iten in Inventy (or updategetRecordsById not working for fetching from Books custom module
The custom function I am working on is pretty simple - I need to fetch a record from a custom module in Books. Here is what i am using: response = zoho.books.getRecordsByID("Countries of Origin",orgID,recordID); info response; OR response = zoho.books.getRecordsByID("cm_shipping_detail",orgID,recordID);Zoho 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."Unauthorized app"
i'm trying to save a flow having "Zoho Workdrive - File Created" as trigger. But I only get the message "Unauthorized app", and no other information about it! Could please someone help me on this? Thanks LucianoZOHO Flow suddenly generating CORS errors
We are writing an application that as of yesterday stopped working since our JavaScript calls to ZOHO Flow have all suddenly stopped working. The error is the dreaded CORS error: has been blocked by CORS policy: Response to preflight request doesn'tCreating a Project in Quickbooks online once a PO is Recieved
I am trying to find the way to Create a project in Quickbooks under the client once the Purchase Order is received. I cannot find an option to "Create a Project." Can anyone help?Next Page
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How to read content out of File (Excel, Zoho Sheet, CSV) and iterate through rows
Hello, I'd like to be able to iterate through all the rows in a CSV or Excel/Zoho Sheet file to perform actions on them. How is this possible in Flow? Thanks in advance! Best regards, SvenCan't enable Flows that use Desk webhooks. Error Message: Zoho Desk says "It looks like you have reached maximum number of webhooks permitted. Your allowed webhook count is 10"
For the last day, whenever we try to enable a flow that uses a Desk webhook, we get this error: Zoho Desk says "It looks like you have reached maximum number of webhooks permitted. Your allowed webhook count is 10" Support says they are working on it,Urgent!! Zoho Flow Latency Issue
What is the extreme latency issue that Zoho Flow is experiencing today? Records have been queued for over 30 minutes. What time will this be resolved today?Forms to Subscriptions
We've created a ZForm that is a member application form which includes selecting a membership plan (multiple pricing tiers). We are trying to use ZFlow to integrate into ZSubscriptions but are having issues with getting the subscriptions to flow. WeHow to use Zoho Flow create a new project from a project template in Zoho Projects when a new module entry is created in Zoho CRM
I am attempting to create a flow which automates the creation of a project in Zoho Projects from a template when a module entry is created in Zoho CRM (For me this module entry is the creation of an opportunity). Firstly, I cannot find a trigger which
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