Create Tasks in arbitrary Zoho Project triggered from CRM [Zoho Flow]
Community, hello What I'm trying to do is to create a Zoho Project when a Deal is created in CRM and then to be able to add tasks to this Project also from Zoho CRM with the trigger (Blueprint/ Workflow). I succeeded in creating Project using Zoho Flow,Numeric options in Decision
Zoho really needs to add options for numeric comparisons in the Decision action. These are the ones that should be implemented: Greater than Less than Greater than or equal to Less than or equal to Equal to (although this is actually handled already)Create Tasks in arbitrary Zoho Project triggered from CRM [Zoho Projects]
Community, hello What I'm trying to do is to create a Zoho Project when a Deal is created in CRM and then to be able to add tasks to this Project also from Zoho CRM with the trigger (Blueprint/ Workflow). I succeeded in creating Project using Zoho Flow,Zoho Flow Needs to Embrace AI Agent Protocols to Stay Competitive
Zoho Flow has long been a reliable platform for automating workflows and integrating various applications. However, in the rapidly evolving landscape of AI-driven automation, it risks falling behind competitors like n8n, which are pioneering advancementsZoho Flows
Basically I can't build a connection that works between Excel on OneDrive and Zoho. I wanted to have 1 flow checking on a row added to an excel file and then intiate an import of that row. I'm doing that manually now and thought that this could be automated.How to set custom Sales Order numbers
I am trying to create Sales Orders with data from Jotform submissions. Auto number generation is disabled within Books. Whereas the flow Input recognizes the number (40732 in this example), the Output does not. How can I fix this? I'd like the numberEmail Alerts with Affected Flow Details When Deprecating Modules in Zoho Flow
Dear Zoho Flow Team, We would like to request an enhancement to the module deprecation process in Zoho Flow. 🧩 Current Limitation: Currently, when a module is deprecated by the Flow team: No email notifications are sent. There is no automated way toUnable to create a download link for an uploaded Workdrive File
Hello, I have some custom logic that is working fine to load image files into a Workdrive folder. I'm not having much success however in being able to then set the file as downloadable and retrieving the download link from my custom logic. My code forBackup flow, see change log / history
Hello, I would like to know, how flows can be saved, copied and tracked. If I work on a Flow with multiple other colleagues we need to see the Changes made by others. Is there a history, changelog or something else? Also we need to backup/import flowsCreate Zoho Project and assign a contact without account
I’m trying to automate the creation of new projects in Zoho Projects using Zoho Flow. In my setup, I often need to assign projects to individual contacts who don’t have an associated Account/Company in Zoho CRM—just a personal contact. When I create aCan't find field from ZCRM for a trigger
Hello, Currently I am revamping our CRM system and we have created second layouts from to try out new processes while not disrupting the old one. Moreover, we want to use different layouts for different processes. The issue is that when creating the ZCRM[Zoho Flow] Problem using "Send document for signing"
Hi, I get the error "Zoho Writer says \"An Internal Server Error occurred while processing this request.\"" cant understand what exactly the problem is. Any ideas? Thank you KR, VictoriaEnhance Delay Configuration in Zoho Flow
Dear Zoho Flow Support Team, We are writing to request an improvement to the delay configuration process within Zoho Flow. Currently, users are required to manually enter the exact delay duration (e.g., "2 days") in the delay block. This can be time-consumingEntry 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,Add Desk Account comments using Flow
The triggers and actions for Zoho Desk available in Flow are quite extensive, but I don't see anything related to Account-level Comments. There are actions to add comments to Tickets, Contacts, Tasks, and Topics, but nothing for Accounts. Am I missingFetch function not working for CRM Contacts
I've created a flow that checks if a contact exists in CRM (based on form input), and if it does, then it updates one of the fields for the contact. In my test, the fetch function correctly identifies that a contact exists (based on email address), butAdd Sequential Processing Option in Zoho Flow
Hi Zoho Team, I hope you're doing well. We would like to request a new feature for Zoho Flow: the ability to configure a flow to run in Sequential Processing mode — meaning, each instance of the flow waits until the previous execution is fully completedNew Action Requests
Hi, Is there any chances to get the new actions requested at all? I have made a few requests but never heard back from Zoho about them. I assume that developing them take time but is there any support that can provide some update? ThanksTrouble fetching custom fields from Zoho Booking
I'm following the instructions from here : https://help.zoho.com/portal/en/kb/flow/user-guide/app-specific-documentation/articles/zoho-bookings#1_Problem_with_accessing_custom_fields But I can't get this to work. Here is the result of a test booking :Zoho Flow to Azure Devops
hi, i'm getting this when trying reauthorize the connection from Zoho Flow to Devops but when i look in Devops there is no service connection related to Zoho So i do not know where i have to renew the mentioned client secret..Create project (flow) and assign to person without account (company)
Hi Zoho Support & Community, I'm trying to automate a process using Zoho Flow to create a Zoho Project and link it directly to a Zoho CRM Contact. This reflects our B2C workflow where we primarily deal with individual Contacts, not Companies/Accounts.remove()function to remove characters
Hi there, I'm trying to use the remove function to remove characters from a variable. I have a Lead source that comes in as [Google] or [Facebook] etc. in Flow I need te to remove the square bracket. Tried a function that looks something like this: stringUnable to create a Zoho Desk ticket from a call in Zoho CRM
I want to create a Zoho Desk ticket when a new record is created in the Calls module in Zoho CRM. However, I get the following error message when trying to test & debug: We are unable to setup Zoho CRM. Please try again or contact us for further helpWay to export / import a Flow between different accounts?
Hi, I developped some flows in my account and see that for some other organisation I'm working with, they would need the same or similar flows. Is there a way for me to export one flow from one account and import it to another ? This would be handy, asAccess a field from incoming webhook Zoho Flow
I would like to further process an incoming webhook in zoho flow. How can I access a field in the script / custom function. I tried this in many variations but not working: exfield=${webhookTrigger.payload.AnalyseErgebnis}; I would be very grateful ifAdd Pre-Trigger Filter Capability for Webhook Triggers in Zoho Flow
Dear Zoho Flow Team, Greetings, We’ve been working extensively with Zoho Flow and appreciate the flexibility it offers for automation across our tools. We’d like to request a feature enhancement specifically related to Webhook triggers: Use Case: Currently,Add Comment/Notes to Each Action in Zoho Flow for Internal Documentation
It would be great if Zoho Flow could introduce a field to every action where we can make an internal note about why we are doing something with a specific action. This is especially helpful if more than one person from the organization handles automationComo se guardan las imagenes que se cargan desde el Zoho Forms a Drive o Workdrive
¿Cómo puedo usar Zoho Flow para tomar un archivo subido en un formulario de Zoho Forms, extraer su ID de la URL y luego copiar ese archivo a una carpeta específica en Zoho WorkDrive de manera automatizada?Can Zoho Flows repeat Actions more than once?
I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actionsZoho Flow - Create CRM Meeting - Expected input type is jsonobject
I'm trying to use the Create Module Entry action in Zoho Flow to create a meeting in Zoho CRM. The participant field is throwing an error during debugging: "Zoho CRM says "Invalid input for invalid data. The expected input type is jsonobject." I've triedCómo guardar datos de subformularios en filas individuales en Zoho Sheet o Google Sheets
Hola comunidad, Estoy trabajando con un formulario principal en Zoho CRM llamado Clientes, el cual incluye un subformulario llamado Productos (máximo 3 productos por cliente). En el formulario principal tengo los siguientes campos: Cliente Teléfono CorreoHow to make one code flow run for multiple people in the org
Hi Folks, I have built a flow to transfer a Zoho calender event as Zoho CRM module record. The code works perfectly as needed. But the issue is I want the same functionality for others in our org. It is showing only my calendar in the selection trigger.Automatically restrict access to a sub-folder within a team folder
I have a flow that creates a folder within a team folder and then it creates a handfull of sub folder within each folder that is created in this team environment. There is one folder that is created in this team environment that i want to restrict accessIs Zoho Abandoning Zapier Integrations in Favor of Flow?
I recently invested in a paid Zapier account to automate key parts of my Zoho workflows, but I’m hitting roadblocks. Zoho’s automation tool, Flow, clearly gets the lion’s share of development effort, and their Zapier connectors feel neglected. When IFlow-Level Access Permissions in Zoho Flow
Hi Zoho Flow Team, Hope you're doing well. We would like to request a feature enhancement for Zoho Flow related to user-level access control. Use Case: As Zoho One users, we often work with multiple teams and departments. In our setup, we have severalHow can I throw an error / terminate the flow from within a custom function?
As the subject says. I would like to be able to terminate a flow from within a custom function if certain conditions are not met. I know I could hook a decision box to the output of my custom function and check return variable, but hoping there is a moreZoho Flow Doesn't Detect Desk Ticket Custom Field Change
I have a Flow that is configured to be triggered when a custom field on a ticket changes. I also have a Schedule in Desk that runs a script that changes the custom field. When I change the custom field manually in the Desk interface, the Flow runs asError when adding an existing user to Zoho Project
In the Zoho Projects Flow if an existing user is added to the project it results in an error There should be a way to automatically skip adding the user if it already exist in the Project instead of halting the whole FlowCannot Trigger Purchase Receive Flow from Both Books and Inventory
I have created a flow for Zoho Inventory Purchase Receive Normally the purchase receive is created in Inventory, but sometimes the Purchase Receives gets created in the Books the the flow doesn't trigger Is there a way to trigger the flow whether theEmail hook is triggered twice for a single email
I have a problem with Zoho Flow. Started yesterday. Every incoming email is processed twice by the same flow, but there is only one entry in the history. On the dashboard I can see that the flow was executed 6 times (3 emails received) and I have 3 entriesNext Page
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Basically I can't build a connection that works between Excel on OneDrive and Zoho. I wanted to have 1 flow checking on a row added to an excel file and then intiate an import of that row. I'm doing that manually now and thought that this could be automated.How to set custom Sales Order numbers
I am trying to create Sales Orders with data from Jotform submissions. Auto number generation is disabled within Books. Whereas the flow Input recognizes the number (40732 in this example), the Output does not. How can I fix this? I'd like the numberCreate Tasks in arbitrary Zoho Project triggered from CRM [Zoho Flow]
Community, hello What I'm trying to do is to create a Zoho Project when a Deal is created in CRM and then to be able to add tasks to this Project also from Zoho CRM with the trigger (Blueprint/ Workflow). I succeeded in creating Project using Zoho Flow,New Action Requests
Hi, Is there any chances to get the new actions requested at all? I have made a few requests but never heard back from Zoho about them. I assume that developing them take time but is there any support that can provide some update? ThanksCreate Zoho Project and assign a contact without account
I’m trying to automate the creation of new projects in Zoho Projects using Zoho Flow. In my setup, I often need to assign projects to individual contacts who don’t have an associated Account/Company in Zoho CRM—just a personal contact. When I create a
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