Zoho CRM等のサービスと基幹システム（MySQLなどのデータベース）との連携方法（Zoho Flow）

Zoho CRM等のサービスと基幹システム（MySQLなどのデータベース）との連携方法（Zoho Flow）

Zoho CRM等のサービスと、自社にある基幹システムをデータ連携したいというご要望をよくお聞きします。
今までだとインポート/エクスポートする等の対応や、APIを利用した開発が必要でした。

しかし、Zoho Flowがオンプレミスのサービスに対応し、MySQLなどのデータベースと繋げられることになったことで、たとえばZoho CRMの取引先タブにデータが作成されたら基幹システムにあるデータベースに情報がpushされ、マスタデータが作成されるなどの操作が可能となっています。



簡単にですがヘルプページを記載しておきます。

1.Zoho Flowのオンプレミスエージェントをインストール

2.ダウンロード後、実行したら、
からダウンロードしたjarファイルを
/FlowAgent/user/lib
の下に配置する
(OS Xの場合はPlatform Independent）

詳細は以下

3.Zoho Flowのagentを立ち上げる(restart)（flowをインストールした場所）（プロキシは設定なし）

 
そうすると以下の画面になる

 
 4.host名などをいれて認証する（事前にエージェント立ち上げとpingは必要）


5.あとは必要に応じてフローを作成できる。

※host名はPCのホスト名を指定する
※エージェントだけでなくjarファイルが必要、エラーが出る場合はjarが正しい場所に置かれていない可能性がある
※試される方は直接データベースを操作するので、セキュリティやデータの整合性などに注意をし試してみてください。




        • Recent Topics

        • Schedule workflows to run on business days only (not weekends)

          Is there any way in Bigin to set workflow automation emails to run only on business days (Monday-Friday) and not weekends? It will be strange for my customer to receive an email from us on a Sunday for example, if my workflow is set to send an email in

        • A way to view the sales of leads conversion that were successful

          Hi there, I have a question about this analytic component that can be selected in the dashboard. Currently it shows the conversion rate of leads plus how many leads went to deals and how many won deals. I want to be able to view how much sales the lead

        • Configure Notes Title for Blueprint Transition

          It'd be very helpful to be able to configure note titles on blueprint transitions when requiring notes. This would help tie back the history of notes to the blueprint actions. We have some approval processes in our blueprint and require notes for the

        • Lookup Field Values In BulkRead

          I am pulling cases from the Zoho Case module using the BulkRead API. However, I am receiving IDs (random numbers) as field values. I later discovered that if I include column_name.Name in the returned fields, I get the actual value. However, this approach

        • Email alias per task list so these tasks don't get listed under a 'General' task list that we didn't create nor use

          Using an email alias to add tasks is very good for forwarding emails directly into Zoho Projects however everything gets listed under a 'General' task list which is counter-intuitive. It would be good to have an email alias for each task list so we can

        • CRM portal users can now log in using their mobile phone numbers

          Hello everyone! You can now invite portal users using their mobile phone numbers. These portal users will be able to log in using their mobile number and OTP. Templates for these portal-related SMS can be customized as per your needs. This enhancement

        • Menu Bar

          Hi, Please guide how to change menu bar from vertical to horizontal

        • Retrieve separate records from multiselect lookup field

          Hi, I know there are many post on this one, but I just don't get it. I have a multiselect look-up field named Delivery containing 3 different informations like this : Montreal - Tuesday - 3 to 4 pm I need to do an IF script based on the first item in

        • Zoho Signing embedded with iframe is moved out of view when navigating to focus signature on mobile devices

          Dear Zoho team, I'm having difficulty embedding the signing url into a website for users to sign on their phones, it's not working perfectly. The problem occurs after the user accepts and continues to sign, or the user clicks to redirect to any of the

        • Insert information on another form of a Zoho loginuser

          Hello, I have 2 forms that are linked, a customer form, and then a subscription form in which there will be a subscription number that I would like to transfer back in a field of the first form called "current subscription number", How do I write the

        • Confirmation prompt before a custom button action is triggered

          Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is

        • Canvas View in Zoho Recruit

          Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?

        • Kaizen #78 : How to disable clone record?

          Hello everyone! Welcome back to another interesting Kaizen post. In this post, let us discuss a workaround solution for the use case - How to disable clone record for a user. Requirement Consider that you want to disable the clone option for the Deals

        • Automated Shopify adjustment problem. "An inventory adjustment has been created by the system to set the initial stock from Shopify"

          Has anyone noticed issues since the Shopify Sync has been updated recently? If you sync with Shopify, check to see if there are automated adjustments for old products that keep recurring. We have this problem for 6 SKU's that Zoho is doubling the stock

        • Mass-Delete-Action over API doesn't work because of scope

          Hi all, we're currently trying to mass delete 40000 deals from our CRM, that we have already put into a custom view. I'm not that used to the API, but I managed to authenticate by https://accounts.zoho.com/oauth/v2/token with Postman and going by the

        • Can you be a Learner as well as a Contributor

          If you are the Author or a Contributor, can you also be assigned as a Learner? This is particularly relevant if you need to certify that you have taken the quiz and done the learning yourself!

        • Merge Tickets Directly from Contact Page in Zoho Desk

          Dear Zoho Desk Support Team, We are writing to request a new feature that would allow users to easily merge tickets directly from the contact page in Zoho Desk. Currently, the only option to merge tickets is from the Tickets list view page, which can

        • Important update in Zoho Forms: Enhancements for improved email deliverability

          Hello, form builders! We would like to inform you about some changes we're making in Zoho Forms to ensure the deliverability of your outbound emails. Changes to Gmail policies Gmail has updated its DMARC policy which quarantines emails sent with gmail.com

        • Multiple Vendor SKUs

          One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for

        • Introducing Booking Pages—an topping for your Calendar Scheduling needs!

          Greetings, We're here with a new topping for Bigin! Let's dive into the details. What does this topping do? Scheduling appointments with customers is one of the most common challenges small businesses face on a daily basis, as it often involves frequent

        • Add Serial Number Zoho CRM Subform

          Hi Guys, I need to add Serial Number in Zoho CRM Subform table. In addition of an row we can easily create in Zoho Creator. But in Zoho CRM how we can do that? Any suggestion would be very helpful.

        • Access Sales Order line Items in Deluge

          Does anyone have a Deluge snippet that shows how to access an Order_Items from a Sales_Order? Thanks in advance! Brenedn

        • Tip of the Week - Timeline User Filter for Dashboard

          Does the Date User Filter in your Dashboard leave out a few reports from filtering? This happens when the reports are not created over the same table and the (time) column over which the user filter is created.   To solve this, Zoho Reports has a Timeline User Filter. This filter applies the criteria on all reports, matching it with the best possible date column associated with a report. i.e., if your reports are based on a date column, then it will filter it for that data column.  To know more on

        • Issue Saving Workflow Rule – "Unable to Process Your Request" Error

          Dear Zoho Recruit Support Team, I am experiencing an issue while trying to integrate a new rule into a workflow. Specifically, I am setting up a Follow-Up workflow for applicants, where a user is assigned based on specific requirements. However, when

        • Protégez et valorisez votre contenu avec un filigrane personnalisé

          Un filigrane est un élément visuel, tel qu'une image, un texte ou un motif distinctif, intégré dans un document numérique ou physique. Généralement semi-transparent, il se superpose au contenu original afin de préserver sa lisibilité tout en restant reconnaissable.

        • Zoho Recruit in 2025

          Hi Zoho team, Is it possible to disclose what is on the roadmap for Recruit in 2025? In comparsion to other ATS options available, Recruit is falling behind. Within the community there are endless request and suggestions from users on feature which would

        • Leave Balance

          Hi, I am new to Zoho People and currently trying to set up annual leave for all our staff. I configured the leave policy but when a request is made and approved, the leave balance doesn't reduce. Any ideas as to why this may be? Cameron

        • Canvas rules

          I see that we can create canvas rules. However, all I see is a way to define criteria that will control when a Canvas Rule is applied. However, I can't find a ways to define the settings that would be applied when the criteria are met for the Canvas Rule.

        • Zoho Finance Workshop 2025 is Happening Now!

          Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and take

        • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

          How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

        • Is there an equivalent to the radius search in RECRUIT available in the CRM

          We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT

        • Pivot Chart - Zoho Creator

          In Zoho Creator, I want to enable an edit option within the Pivot Chart itself. Additionally, I want to avoid showing duplicated values for certain columns. For example, I’ve created a month-wise sales report for each product type. The form contains fields

        • Field Updated based off Call Status

          I'm trying to create a Field Update where: When Call Status is Completed Lead/Contact/Account Description field with the information in the "Outcome Of Outgoing Call" Description field. Once our sales team finishes their calls and they add a description

        • Why is this an Invalid Collection String Error?

          Here's the code snippet: Enddate = EventEnd.toDate("yyyy-MM-dd"); EventCollection = Collection(); EventCollection = zoho.crm.searchRecords("Events", "(End_DateTime:starts_with:"+Enddate+")"); for each eventday in EventCollection { //create a list of events

        • Multiple workflows based on stage?

          I am trying to have multiple things happen when I close a deal. First, I would like to send a thank you/coupon email to all deals that are closed. Second, I would like to create connected records in a separate pipeline for certain projects that qualify.

        • Report of Leads/Accounts/Deals with no open activities

          How can we replicate the option in filter to only show Leads/Accounts/Deals with no open activities ? The option is present in the filters (please find screenshot) but I am unable to find them in the report. Thanks

        • Peppol Malaysia API

          Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers

        • One Contact with Multiple Accounts with Portal enabled

          I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

        • Zoho Desk's ASAP announcement | Time to embrace the enhanced JWT Authentication Mechanism for ASAP | Dec'23

          Hi All, We are eager to introduce the enhanced JWT authentication mechanism for accessing your ASAP add-ons. Effective December 25th, 2023, the ASAP's old JWT authentication mechanism will be deprecated. This means that the option to switch to the new

        • How to provide recommended KB articles in the welcome message

          I'm new to Zoho and am looking to replicate something I did for a previous employer. I want all newly created tickets to receive an automated welcome message that includes a few recommended articles from our knowledge base. Ideally there would be a way

        • Next Page