Tip #61: 5 different ways to create Cards in Qntrl

Tip #61: 5 different ways to create Cards in Qntrl



Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning to end. The details to be collected in a Card is designed as a Form while building the Orchestration. Learn more on the detailed steps to building an orchestration.
 
There are one or more ways of creating cards in Qntrl. Let us discuss these in detail.
 

1. Cards tab

‘New Card’ button in the Cards tab is the generic and straight-forward way to create cards in Qntrl. On clicking this button at the top right corner of the Cards tab, you will be rendered a form to fill in the card details. Once you provide the details and click Save, a new card gets created in the orchestration. Learn more about Cards and their functions.
     

 

2. Public Forms

Users who are not a part of Qntrl or your Qntrl organization can create cards in Qntrl using Public Forms. Every public form has a Form Link that can be shared with external users to enable them to create cards. Hitting this link will render a form that can be filled with card details and submitted to Qntrl. Learn more about creating public forms and sharing them externally.
     

 

3. Email In

Another method for external or internal users to create cards in Qntrl is by emailing the card details to Qntrl. Each orchestration has a unique Email In ID to which you can email the card details, which will in-turn trigger card creation. Learn more about how the email data is mapped to cards and other advanced options.
     

 

4. Webhooks

Webhooks are HTTP-based callbacks configured to perform predefined operations when specific actions take place in Qntrl. Qntrl’s API methods can be used in Webhooks to create new cards and the card details can be mentioned as webhook parameters. These Webhooks must later be triggered from Blueprints or Business Rules. Learn more about webhooks and their properties.
     

 

5. Custom Functions

Custom functions allow users to code and execute their own program snippets, called functions, to customize and automate operations. Qntrl provides a predefined custom function for creating cards which is available in the Function Gallery. Simply configure this function with your organization details and trigger it from Blueprints or Business Rules. Learn more about managing custom functions . Check-out the other predefined functions available in Function Gallery.
     

 
We hope this article is helpful in briefing the different ways to create cards in Qntrl. If you have any suggestions or queries, do email us at support@qntrl.com.
 
     
    • Sticky Posts

    • Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly

      Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them.   Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates
    • Qntrl's 2023 year in review

      This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This new
    • Tip #61: 5 different ways to create Cards in Qntrl

      Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning
    • Tip #17: Stay informed of significant business impact using Orchestly

      With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates.   Orchestly recognizes such requirements and provides adaptable solutions for all business
    • Onboard faster with Orchestly's Tutorials

      We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly.   Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management.   We're looking forward to document more customer-centric
      • Recent Topics

      • How to create comparison time periods like these examples

        In a Pivot Report I would like to be able to select any date range and show a set of metrics for that date range e.g. revenue, orders, units sold. I would then like to be able to compare to the previous period based on the amount of days on the selected
      • Overwrite Option for custom modules

        Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25
      • Zoho Creator - Zoho Analytics

        I am facing an issue in Zoho Analytics where I am still seeing deleted data from the Zoho Creator form I created. Could you please look into this and let me know what needs to be done?
      • Unable to send emails

        I have this email parth@mrcolumbus.in, but I couldnt send outgoing email. Can you please help?
      • Notifications push : Encourager le réengagement et renforcer la fidélité des utilisateurs efficacement

        Vous avez déjà souhaité engager et communiquer de manière proactive avec les utilisateurs, y compris lorsqu'ils utilisent votre application de manière peu active ? Zoho Apptics vous offre déjà des fonctionnalités qui vous permettent d'évaluer la performance,
      • Easy way to delete attachments

        I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will
      • How to add new deal to existing contact

        Hi, I want to add new deal to existing contact.
      • Domain verification is in progress... (How long do I need to wait?)

        Trying to setup my first email domain by connecting with GoDaddy. Have been here for quite some time and the screen is not changing. How long should this take?Send DataSend Data
      • email address autocomplete

        Is there a way to eliminate certain addresses from showing up in auto complete when entering an address? Many old and unused addresses currently show up, many of which I would like to get rid of. Thanks
      • Linking an email to a Contact when the email is sent in deluge via sendmail

        The "to:" address in this code is a CRM Contact. Email address is forced unique in CRM This sendmail gets sent via a workflow which is in a custom module. It works, except that the outbound email does not appear (i.e, get linked to) the Contact such that
      • How to restore deleted Field

        I edited a field in zoho form and by accident I deleted a field (email address). The form is ongoing to be filled by respondent. Then, when I checked to the all entries and report, the email address is gone. I checked in audit log, there is a record that
      • How to select multiple notes at once in the PC client?

        In the PC client, you can select notes using ctr+LMB. But why can't you use shift+LMB? PC version 3.2.0
      • How I can add customized Invoice

        Hi, I wanna use a customized Invoice, how i can add that
      • Zoho Analytics Pivot Table - How to compare month vs last year same month

        Hi, I had created a pivot table with setup as below: Column: - Delivery Date Row: - Customer Group Data as column - Total amount (sum > normal) (show data of the month) - Total amount (sum > % difference from previous value) (compare between this month
      • Recorded imported goods

        I have imported some goods from a foreign vendor called ABC. to Bahrain. My Customs duty and VAT are paid by an agency called XYZ to authorities. I have paid the amounts to XYZ and they have paid to authorities in behalf of us using our TRN Number. Now
      • Notes created in mobile app not syncing with web notebook

        I have created certain notes in a new notebook in mobile app. The new notebook is also created using mobile app and when I logged in through web I am unable to see notebook that I have created using mobile app. there is no trace of notes in which i have created in mobile app on the web even after days of creating in mobile app This is not the case vise-a-versa. the notes and note book created on web are accessible on mobile app on real time.  this is very inconvenient and big demotivating factor
      • Match Transaction > Filter | Allow wildcards in search

        The Filter function is useful for narrowing down to a specific set of transactions. It would be useful to have the ability to use wildcards in search. e.g. customer name "starts with" or " * " as a placeholder. e.g. "National * " instead of "National
      • Marketing Automation Emails Going to Spam

        Google is trapping all the marketing automation emails in spam. My domain has a perfect reputation and it looks like Zoho has a low reputation which is sending it to spam. When I pull the email out of spam and click on a link in the email, I get this
      • Convert Request to Forum Topic

        I know you can convert a forum topic to a request and a request to a solution in the knowledge base, but how do you convert a request to a forum topic?  Is this possible?  If not is this a feature coming down the pipe in the near future? Thanks!
      • Zoho Sign / Prefill By You - Editable by Them!

        Zoho Sign seems to have two field options available - an empty field for signer(s) to complete or a field that has been prefilled by you, that becomes read only once sent.  What I would like is an option on the pre-filled by you fields, to leave them
      • Is the Contacts sync between Campaigns and CRM bi-directional?

        Is the Contacts sync between Campaigns and CRM bi-directional?
      • Task does not syncing to google calendar shedual

        Hi why does the tasks activities do not syncing with the google calendar like the event option does?
      • Bug with Zobot Human transfer

        I have configured the brand, the operator, and the Zobot in Spanish. However, no matter what I do, it always says "YES" instead of "Sí" or "Sure, why not " instead of "Claro, ¿por qué no?" when asking if the user wants to contact a human operator. The
      • This mobile number has been marked spam. Please contact support.

        Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?
      • Something went wrong. One or more fields contain errors

        I am getting this error but there is no way to debug what field is causing the issue . I have over 100 fields. Everything was working fine and then i fixed some fields that should have the same field names but had a typo and i am getting this error. It
      • Integrating Zoho Desk Instances from two separate organizations

        Is it possible to integrate Zoho Desk with an instance from another organization? For example, creating a ticket in one organization can cause the creation of a ticket in the second organization? Or certain tickets from one organization be viewable by
      • Knowledge base bug - Error: Article couldn't be updated.

        It took me a while to figure this out, truly one of the most irritating bugs in Zoho. I hope you find this information helpful. When using the knowledge base to create articles, make sure your keywords are in lowercase and separated by commas. Otherwise,
      • Is this possible with Campaigns?

        My company is currently moving CRM's from Monday to Zoho One. Currently, our marketing lead process is send out 7 sms messages over 14 days if the lead is in a certain status. If we don't get a response the lead is put into a "Closed" status. Do we buy
      • How to view two portals (Zoho CRM & Zoho Books) in single login

        Hello there, I need to create a portal access for the Customers. Customer data present in two applications namely Zoho CRM & Zoho Books. My requirement is to show the two different portals(Zoho CRM Portal & Zoho books Portal) in single login. I could
      • Updating Bounced Contacts in Campaigns to the CRM

        The article explains how to update Opt-outs from Campaigns to CRM, but not bounces. While Campaigns will automatically remove any bounced emails from future campaigns, is there a process by which a bounce will update or make a notification in the CRM
      • Bandwidth, voice and poor video

        Dear Team, The webinar has made things quite easy and convenient for educators around the world. We are an art & culture-based organization where students and researchers are our major audience.  While using the Zoho webinar platform, we have observed that the audio lags and the video is of poor quality and often freezes. Some participants don't hear what is being spoken.  We also found that even a slightly slow internet connection disrupts the webinar while it should be working well even on lower
      • Zoho books and venmo

        Hi, Is there a way to hook Venmo into zoho books? I have a Venmo business account and want to be able to sync that. I know you can do it with the paypal integration but I dont want to use paypal for the fees and that doesnt allow me use/integrate my current
      • Global Sets for Multi-Select pick lists

        When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
      • 550 5.4.6 Unusual sending activity detected. Please try after sometime. <a href=https://www.zoho.com/mail/help/usage-policy.html target=_blank>Learn more.</a>

        Please help me with this. Sending of mails is blocked.
      • The Social Wall: November 2024

        Hey everyone, As we move into December, we're excited to share all the updates that went live in Social during November. View, monitor, and respond to your WhatsApp and Telegram messages from Inbox Take your communication a step further by integrating
      • Segmenting Contacts Based on Product Purchased

        I am trying to organize our main Marketing Automation email list in a way that segments contacts based on products they have purchased (for example in this case it is 3 different products). To my knowledge, this would require the sync from Zoho CRM to
      • Urgent Assistance Needed with DKIM Verification

        Hi, I have been trying to verify the DKIM for the past month using your instructions as well as other resources. Unfortunately, I have not been able to resolve the issue, and it remains persistent. I need to address this problem as soon as possible so
      • How do I attach tasks from one task to other tasks in the same project

        How do I attach tasks from one task to other tasks in the same project
      • Incorrect Handling of XLSX data

        Trying to import an XLSX schedule of bills into Zoho Books I ran across the problem of date formatting. To replicate: Build a CSV file with bill dates in whatever format you like and import it - this should work if you match the "dd/MM/yyy" etc. format
      • Zoho Books Invoice Salesperson: requires ID but there is no "Fetch salesperson" action

        Hi, I am trying to attach a Salesperson to a Zoho Books invoice. In Zoho Flow, the salesperson field required an ID. However, I only have the salesperson name, I need to fetch salesperson by name and then provide the ID. There is no option to fetch salesperson...
      • Next Page