Inventory Item Data to flow to CRM Products
Hi Team I have created a flow that when an Item is updated in Inventory the changes flow immediately to CRM Products. It works very well but I cannot seem to get the Inventory item "Preferred Vendor" to come through to CRM Products "Vendor Name". Can someone please assist me in getting this to work thanks It would be a great help as its the only field I can't get to work Cheers, Greg
Using a record created in a flow, in the same flow
Hello! I am trying to build the following flow: When a new google form is submitted (the trigger is through sheets): * check if it was submitted by an existing client - if so, add entry to a custom module, and connect it to the existing client (using lookup field and the contactID ). * if the customer does'nt exist, create one, and then create the custom module entry and connect to the newly created contact. The problem is that when a new contact is
"Field Update" in a particular module as trigger
I have quite a few workflows I would like to create, which would be triggered when a certain field in one of the other apps (Zoho CRM's Cases, for example) is changed. I can't find the way to do it. Currently, as a workaround, I set triggers when module is edited, which triggers way too often creating way too many actions and call, and it's providing inaccurate data. I was wondering if Field Update triggers are possible in Zoho Flow, the way they're possible in Zoho CRM's Workflow Rules?
Check if There are Any Active Tasks on Lead Before Creating New Tasks
Hi, I am working on creating a flow such that the trigger will be a task being completed. I want to create a new task very time a task is closed but only if the Lead on the task being closed has no more additional open tasks. I am having a hard time running a check/search on the Lead associated with the tasks that was just closed to see if they have any open tasks. Is there a custom function I can write to check the number of open tasks on a lead? Any help would be much appreciated
Customer Upload
Is it possible, or will it be possible at some point in the future, to enable an external user such as a customer, to upload files. For example: A marketing agency could create a folder in WorkDrive for a customer. They could then share the folder with the customer and the customer could upload any files that the agency needs such as their logo, etc.. I know other solutions such as Dropbox have this functionality. it would be a great feature for Zoho WorkDrive. Thanks!
Enhance Organization in Flows
It would be very useful to introduce a folder structure that allows 1 or 2 levels of folders. This would allow better organization and easier management of the flows within Zoho Flow.
Synchroteam integration
Dear Support, I've been exploring Synchroteam integration with Zoho Flow. I've found that we can trigger flows from Synchroteam new customer creation event. But we want to start a flow from a synchroteam job finalization. Can we expect new triggering methods for synchroteam integration? Thanks in advance. Regards.
How can I create dropbox folders with Flow inside subfolders
When creating the trigger, it asks for the folder path and the folder name, the result is a folder in the root with the name: folderpath + forldername, when you should create a folder FOLDERNAME inside FOLDERPATH. Is there any way to create folders within others, automatically? regards
How can I create dropbox folders with Flow inside subfolders
When creating the trigger, it asks for the folder path and the folder name, the result is a folder in the root with the name: folderpath + forldername, when you should create a folder FOLDERNAME inside FOLDERPATH. Is there any way to create folders within others, automatically? regards
Integration between desk and analytics
Hello, I would like to do an integration where the tickets that arrive on a desk environment end up in another Analytics environment. Is it possible to do this? With native integration it is possible to push only one ticket at a time, so I thought that a possible solution is a custom function, but I have problems with the connection when I use the createRow function because when I insert the fourth parameter (the connection parameter) it tells me that the connection does not exist although I created
Closed (Won) Deal in Zoho CRM to Create a Custom Module Entry
I am trying to use Zoho Flow to create a record in a custom module when a deal is updated to Closed (won). I cannot figure out how to get it to recognize that stage. Here is how I have the flow built: 1) App Trigger - Zoho CRM Updated Deal 2) Logic - Decision - Stage - Equals - Closed (Won) 3) Create Module Entry For some reason I think I have the logic messed up. Please advise.
ZOHO People, Projects and CRM integration using ZOHO flow
I am trying to integrate ZOHO projects, People and CRM using ZOHO flow. While doing this I have to map client name to the account name; but I get the error that client name has to be mapped to the client id. I am not able to locate a client id. How do I achieve this?
Drift Integration
Hi, Will the Drift platform https://drift.com be integrated into Zoho Flow or Zoho CRM? Thanks
Help with working out a UK income tax calculation
Hello I would be really grateful for some help. Using Flow I would like to work out a NET monthly income from a GROSS annual income. I have a spreadsheet that does this function here... https://docs.google.com/spreadsheets/d/1kxMlWkUy-1ejoKXHoc-SVbAQSYKNWQQnVdqFKWqOZsM/edit?usp=sharing I want to use flow to write the value in B1 and return the value in C1 Is this possible? Or any other way of achieving the same result?
Question About Inserting URLs
One of the most common functions of a "flow" (at least with Zapier) is not to just trigger actions, but to fetch and insert URLs so that two items in two different apps are associated with one another (screenshot example attached). For example, if I want to trigger the creation of a document when a support ticket is created, I want to automatically insert the URL of the document in the support ticket and the URL of the support ticket in the document. This way the user has context and the two items
Limit Flow Triggers
Hello, I'd like to narrow down the times that a flow is triggered ie: instead of having the flow execute every time a deal is updated, execute the flow only when a deal stage is changed from "Offer Submitted" to "Offer Accepted". I'm hoping to limit the amount of Flow uses because currently it triggers every time a deal is updated.
Optinmonster Integration
Hi! Any plans for this integration? Thanks!
Can I create a flow from Zoho Subscriptions to Zoho Sites Member Portal?
I'm very short on time, so I'm hoping someone here can help quickly. So I do not waste time trying, I need to know if it's possible to create a flow from Zoho Subscriptions to my Member Portal in the New Zoho Sites? I was not sure if I should ask this in Zoho One, Zoho Subscriptions, Zoho Sites or here for fastest answer. I'm hoping I chose well. Here's to the future!
Trigger action when CRM account is created?
This has to be possible but I don't see a way to do it, I only see how to do it when a CRM contact is created.
New to Flow - working on a connection between Gmail and Zoho CRM
I've got a connection set up to set up a new Lead when a new email is received in a Gmail account. It works when I send a test email from another Gmail account, but when I try from a different email (work, using Outlook), it's reading the email address incorrectly and says that the input type isn't 'email.' I can see the issue when I look at the debug log (names changed to protect the innocent) - it's picking up the last name and putting it into the email field: "\"Doe,doe@work.org", Since I'm
How Can I create a new Lead in Zoho CRM with only an Email address
I need to be able to create a bare-bones lead in CRM from a form where the email address is the only information requested. This is to make it as easy for the customer to complete the form as possible. When creating a new Lead in Zoho CRM, I also need to supply an Account and LastName. As I do not have this information, I can place a dummy Account name, such as TempAccount in the Account field. However, the LastName field will need a unique name. I think I will need to generate this using a Custom
Integrate Checkfront
I use the booking software Checkfront which does currently have a Zoho CRM integration, but it is very limited in its scope. I would love to see a Checkfront integration with Flow. This would finally close the booking - marketing - finance loop with my tour business!
Flow - Checkboxes not populating
Hi Zoho, When using zoho flow and selecting the 'Send Template' feature from sign connection. The checkbox fields do not get populated. Is this a bug or is it coming on a future update?
Webflow Integration
Hi Zoho Team, It would be great to have a Webflow Integration: https://webflow.com/ in the future. Best Regards Marcus
Flow working after lead deletion
Hello, I have a flow set up that checks the status of a lead after a 4 hour delay and then emails the results. I've found that if you create the lead and delete it then the flow will still happen. Didn't know if this was a bug or I'm doing something wrong?
Webflow > Create Item > SKU Properties Field
Hi can anyone advise me what the SKU Properties field is for in the Webflow Create Item flow and how to use it? I am trying to create an item in the Webflow Product collection but the Price field is not exposed. This is a required field in webflow?
Fetching part of email subject to set a variable
When using "Set Variable" in Flow, is it possible to insert a formula in the value field, something like: ${fetchEmail_1.subject}.substring(20.29); or maybe: mid(${fetchEmail_1.subject}, 20, 29); I'm trying to extract part of the email subject line (numeric) to use in further automation.
Is it possible to pull the actual Account and Contact names from a Desk Ticket instead of their IDs?
I'm getting familiar with the Flow triggers to find out what kind of data can be transferred from a Desk ticket to a form on a Creator application. It seems like that only the "ID" numbers of the account and the contact fields on the Desk ticket are defined as source fields on the target action in Flow. Will these fields be displayed on the Creator application as the actual names of those account and contact fields or will they only be transferred as the id numbers of them? Is this issue caused by
2 Feature Requests: Captions for Flow Actions/Notes
It would be VERY USEFUL to see captions to each flow action! Allow the users to label flow branches so that they don't get confused or lose track of what they have done. Instead of simply seeing identical and confusing "Create or Update Module Entry" for every action in every branch of a flow, you should see for example "Create or Update Module Entry: Contacts, UserID" or something visible on the diagram. Anything at all so that you could look at the flow diagram and know what was being done. This
Webhooks payload results are not able to be fully displayed
Hello, I'm having difficulty displaying webhooks parameters as the tree expands. There doesn't seem to be any way to drag open the divider to accommodate the expansion of the tree. Am I just not seeing something? The screenshot below illustrates the problem: Thanks, Bryan
Zoho Books Address Format
Hello, It appears that the Billing and Shipping addresses from Zoho Books are consolidated into a single variable. Why doesn't Flow preserve the original fields as individual variables? Thanks, Bryan
add user to projectcs - zoho projects integration
Yo estoy queriendo agregar a los proyectos con la opción “Add user to projects” no estoy creado nuevos usuarios en el portal de los usuarios que ya tengo agregados los estoy asignando a los proyectos y pues zoho flow me esta indicando un error de invalid Project id aun cuando los projectos ya existen dentro de zoho projects estaba funcionando muy bien hasta el 30 de noviembre de 2018 pero después de esa fecha sin que realizaran ningún cambio comenzó a fallar por favor les ruego su pronta
Incorrect decision outcome
Hi There, My flow is triggered by a new Lead in CRM. It goes through an initial decision and posts a message to Slack depending on the type of request (a field in the lead form). Then it goes through another decision to check whether the 'newsletter' option has been checked on the Lead form. At this point it always uses the default outcome rather than the correct outcome. Thanks Craig
Solution: Incoming webhook where keys contain [ and ] characters
Hi, I was bashing my head against a problem and, after solving it, I figured I share it here in case someone else was having the same problem. I've already reported this to the support and I hope they can fix it soon. In the meantime, let me leave you with this. 1. First, the problem. Iugu - the app I'm trying to integrate - sends triggers formatted as the following (application/x-www-form-urlencoded): event: subscription.suspended data[id]: 1757E1D7FD5E410A9C563024250015BF data[account_id]: 70CA234077134ED0BF2E0E46B0EDC36F
Zdesk - Zproject
Hello, I added a customizable field in the Zoho Project, and I want some Zoho desk fields to be automatically updated in ZohoProject, can we connect to help me? Greetings.
Duplicate operators showing in dropdown?
Whenever I use the Condition block, it displays the same operator a few times. Why is that? In this screenshot you can see quite a few duplicates. equals, equals(case-insensitive), etc.. equals shows multiple times. Why?
Drop down fields from Mailchimp not shown?
When I use Flow to push subscribers to a Mailchimp list the module only lists free text fields and not drop down list type fields. Am I doing something wrong? I have made the drop downs visible in Mailchimp but I still don't see them. Thanks
Crashing when trying to save (Trigger=Webhook)
Hey all! Scenario: Created a flow triggered by a webhook that is attached to a button on my zoho crm leads module in order to create a module entry on zoho crm and fetch details from leads module. Problem: 1. Tested connection succesfully and received complete payload 2. Created flow and assigned payload which was correctly mapped 3. Click on SAVE BUTTON: CRASHES 4. Click on TEST AND DEBUG: CRASHES This only happens when trigger is a webhook.
When Zoho WorkDrive will be added in FLow
I saw that in flow there are ZohoDocs but there are not integration with zoho workdrive, Do you have a idea when will it be added? Looking forward to hearing from you
Flow to create invoice in Quickbooks when deal won in Zoho CRM
Hi I would like to create an invoice in Quickbooks Online when a salesperson moves a deal to the "won" stage in Zoho CRM. A couple of questions. 1. How do I set up the trigger when the stage is set to "won" as I don't see this in the list of triggers? 2. Can I easily pass a custom field in the CRM deal, the account name, the account address, the contact name and the contact email to QuickBooks? I need to do this so Quickbooks has all the information it needs for an invoice Thanks!
Next Page