Use Flow to Add Form PDF to Deal Related List

Use Flow to Add Form PDF to Deal Related List

I know that in Zoho Forms I can integrate with the CRM, field map and add a PDF for every form submission. But I have a different use case is outside that workflow.

Use Case:
We have a consulting product that is 90 days in length and host multiple attendees. I created a form to gather the attendee information and need to add a PDF version of the submitted and/or updated form to the corresponding deal. The reason I cannot use the CRM integration within Forms is that the Deal layout has mandatory fields and those fields are not on this form. Also, the mandatory fields within the Deal are associated with other workflows and that information is gathered earlier in the sales process.

In Zoho Forms, I have the "Manage Form Attachments" setting set to add a new form submission to a folder in Zoho Docs. I have attempted to set up a flow to push that PDF to the deal but I get this error:  Please check if the URL trying to access is a correct one. 

I am open to any suggestions. Your help is appreciated. 



        • Recent Topics

        • Create Custom Module Using AI in Zoho Projects

          Every team has its own way of managing work. While standard modules support common project management needs, many business processes require their own structure, fields, and terminology. With AI-powered Custom Modules in Zoho Projects, users can create

        • Add a MATRIX field to the forms creation

          Same as Zoho forms, we need a Matrix field in Zoho Creator forms, is very usefull

        • Cannot renew the Barclays feed connection

          I have the message that my connection with Token will expire in a few days, but I'm unable to renew the connection to my Barclays account. I go through the process of logging into the bank account via Token as normal, but the account selection flashes

        • Zoho Books for Charities

          We are a UK charity using Zoho Books Standard. Each grant is recorded as a Sales Receipt and every related expense is tagged using a Reporting Tag. Is there a standard report that will show, for each Reporting Tag, the original grant income, all tagged

        • Calendar Booking - Rescheduled and cancelled appointments not deleting in G Suite calendar

          We started using the built in calendar booking feature and are really liking it! However, we are having one issue.  If a client reschedules an appointment using the reschedule feature the original appointment doesn't get deleted out of our g suite calendar

        • Marketing Tip #44: Save time on store admin with Zoho Commerce MCP

          The biggest challenge for most online store owners isn't knowing what to do, but finding the time to do it. Updating SEO descriptions across 50 products, creating a batch of coupons for an upcoming campaign, adjusting shipping rates for a new zone; these

        • Unified customer portal login

          As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

        • Notes of Tasks in Zoho CRM

          Hello, Is there a way to filter the Notes that appear on a Task to only show the notes related to that specific Task and not display all the Notes of the objects related to that Task (Accounts, Contacts, Deal, etc). In essence, our team struggles to understand

        • Bypass Zoho Print Dialogue to use system dialogue

          Is there an option in Zoho Mail—or other Zoho products—to bypass Zoho’s built-in print dialog and use the local system print dialog instead? Zoho’s print dialog does not appear to retain previous settings. It often defaults to the “Save” option, does

        • Zoho CRM Sandbox now supports integrations

          Hello everyone, We are now expanding Zoho CRM Sandbox to support integrations with other Zoho products. You can connect, configure, and validate the behavior of your integrated tools within a safe, isolated environment - testing end-to-end without touching

        • Batch Emails in CRM Plus without using a template?

          Hi guys. Is it possible to send the same email to multiple people at the same time within CRM Plus without using an email template? At the moment we create a custom view in Contacts to display the people that we need. We then click the boxes on the left,

        • 【無料／オンライン】8/20開催｜Zoho ワークアウト｜ユーザー同士で学び合うオンラインもくもく会

          ユーザーの皆さま、こんにちは。 コミュニティグループの中野です。 8月20日（木）開催の「Zoho ワークアウト」をご案内します。 Zoho ワークアウトは、参加者それぞれが取り組みたいテーマを持ち寄り、 ユーザー同士で交流しながら、設定・検証・運用改善を進めるオンラインの「もくもく会」です。 「作業を進めたいけれど、一人だと手が止まってしまう」 「他社がどのように活用しているのか知りたい」 「同じ課題を持つユーザーと情報交換したい」 そんな方は、ぜひお気軽にご参加ください。 ▶︎ 参加登録はこちら（無料）

        • Introducing the Reviews sub-module in Zoho Recruit

          Across every recruitment process, candidates are assessed by multiple stakeholders—recruiters, interviewers, hiring managers, and clients. These evaluations influence hiring decisions, yet they often exist in silos across assessments, emails, or interview

        • Bank Transaction Rules Link Under Each Bank Account

          Hello, can you'll move the "transaction rules" button or link back under each bank account? It is now on Bank Overview, if I am working on a specific bank account, I don't want to go out to overview to check the rules. That button displays rules for all

        • ¿Puedo migrar mi sitio desde WordPress a Zoho? ¿Zoho admite herramientas con código personalizado?

          ¡Hola comunidad! Estoy evaluando la posibilidad de migrar mi sitio web https://calculadoradenotas.cl/ desde WordPress a una solución Zoho, y tengo algunas dudas técnicas que espero puedan aclararme. Mi sitio no es solo informativo: es una herramienta

        • How to add line breaks in formula with Concat?

          I am trying to combine different fields with a formula field, but want to add line breaks.  I.e. the current code looks like:  Concat(${Contacts.Company_Name}, ' ' ,${Contacts.First_Name}, ' ' ,${Contacts.Last_Name}) And the result should be:  John Doe

        • Is there any way to keep a history of the email campaigns/autoresponders a subscriber has been a member of?

          Hello,  In MailChimp you had a historical view of what had been sent at the subscriber level. Is there any such feature in Zoho Campaigns? I had thought there would be a record but, once a person has been removed from the list, that info is deleted from Zoho CRM. I need to be able to see what people have been sent past the last 5 that I'm pushing back to Zoho CRM.  Current process is 2 master lists ( one for Leads and one for Contacts) and then people are added to lists based on workflow criteria.

        • Option+C shortcut conflict

          In the latest Cliq release, you introduced `Option+C` shortcut to start a new audio call. In Polish, `option+C` is used for letter `ć`. I changed this button combo but `Option+C` is still being blocked and doesn't allow me to write letter `ć`.

        • Upload own Background Image and set Camera to 16:9

          Hi, in all known online meeting tools, I can set up a background image reflecting our corporate design. This doesn't work in Cliq. Additionally, Cliq detects our cameras as 4:3, showing black bars on the right and left sides during the meeting. Where

        • 20 years of Zoho Show: A journey we built together

          Twenty years ago, a student sat staring at a slide filled with chunky text boxes and oversized headings. The font felt familiar. Safe. Maybe a little overused, but reliable. The slide sat inside a squarer frame, a different shape from what we're used

        • Reply all button and e-mails are not showing up in tickets. Only notes show as of now

          Reply all button and e-mails are not showing up in tickets. Only notes show as of now. I've tried restarting my laptop, closing out o the browser, logging out and back in. It isn't solving the issue. Please dvise. Thanks.

        • No llega correo al crear usuario

          He creado el usuario Elian Andres Martes Africano pero no le llega el correo de invitación y probe con dirección de email y tampoco

        • Custom Portal URL causing SAMEORIGIN error with embedded Page snippet

          In my app, I have a page that embeds another page. The URL that I have for the embedded page starts with https://creatorapp.zoho.com but the custom domain I have set up is https://kors.kerndell.com. Because the user logged into the app at https://kors.kerndell.com,

        • Add a Parameter to the ZOHO CRM Deluge sendmail to denote priority (defaulting to normal if unspecified)

          Hello! There is a similar thread for Creator out there that is 2 years old, but I'd like to raise it in the ZOHO CRM category as well. Would you kindly update the existing Deluge sendmail function to allow a priority parameter? The parameter should allow

        • How to delete or edit list of attributes and their options

          I've been testing different arrangements for my items, but I'm realizing that as I test out various attribute and options combinations, the list of options just keeps getting longer, sometimes with duplicate options. How can I edit the options connected

        • Remove the mandatory Name Card buttons (or at least make them optional)

          Please remove the mandatory Name Card buttons (or at least make them optional) A recent change to the Name Card in Zoho SalesIQ (currently affecting WhatsApp) introduced mandatory buttons before a visitor can provide their name. I believe this change

        • Introducing the Zoho Books/Invoice Integration

          Recruitment doesn’t end with a successful hire. That’s usually when billing begins, and for most teams, that still means switching systems, re-entering data, and manually aligning numbers. This disconnect between hiring and billing often leads to delays,

        • Accessing GDPR Data Source metadata for workflows and Zoho Analytics

          Hi everyone, We have GDPR compliance enabled in Zoho CRM, which has added the Data Source section within the Data Privacy tab for Leads and Contacts. This section shows useful information such as: Original creation source, for example Zoho Forms Form

        • Development to Stage

          Development-to-Stage publication attempts to delete the old internal function object empAuditLegacyClientConversion_v1, reporting that it is referenced by a Custom API. The current newly added Development function with the same name shows no references,

        • Composite Services and Account Tracking

          I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the

        • Undocumented Books API error message - 1000 - The requested action could not be completed. Please try again. | Unexpected error

          This code sometimes throws this error 1000 - The requested action could not be completed. Please try again. | Unexpected error What does it mean? result = zoho.books.updateRecord("salesorders",organization.get("organization_id"),salesorder_id,sales_

        • Setting default From address when replying to request

          At the moment, if I want to reply to a request, the From field has three options, company@zohosupport.com, support@company.zohosupport.com, and support@company.com. The first two are really internal address that should never be seen by the customer and

        • Need Custom Charge Fields in Sales Order Subtotal Section for Export Business

          We are using Zoho Inventory extensively for export sales and international trade operations. Currently, in the Sales Order module subtotal section, only predefined fields such as Discount, Shipping Charges, TDS/TCS, and Adjustment are available. There

        • Transfer inventory from case to individual units

          I am trying to solve for a relatively simple inventory practice but don't see an obvious solution in Zoho inventory. Hopefully I am missing something basic and there's a way to do this. I am trying to take cases of product and 'break' the case. I want

        • Check out in Meetings

          Why there is no check out in Meetings of Zoho CRM, very difficult to track

        • Spotlight #29: Design smoother presentations with Morph Transition

          "Wait... how did they do that?" That's the thought that crosses your mind when a presentation flows so smoothly that you barely notice the slides changing. It feels polished, intentional, and far more engaging than a series of static slides. The best

        • Group Moderation Settings in Zoho Mail: Review and control emails before they reach your group

          Email groups in your organization often receive emails from various senders. Not all of these emails may be relevant or authorized for direct delivery to group members. Zoho Mail's Moderation Settings give group moderators the ability to review, approve,

        • Password-Protected PDFs in Zoho Forms

          Hello form builders, PDFs generated from your form submissions travel through email, across devices, and between hands you didn't intend. For a restaurant's event inquiry, that's fine. But for a signed legal agreement, a loan application, or personal

        • Add a proper “Split Sales Order” function

          Currently the only workaround is to clone an order and manually delete items from each order. A simple split function would allow users to choose lines or quantities and move them into a new sales order. Examples: Customer wants available stock shipped

        • Package Delivery tracking

          Hi, I'm new to Zoho Creator. Does anyone do delivery tracking automation for purchases in Zoho Creator apps. I am trying to accomplish this using the invoke_url functions, but my problem is finding an appropriate API to call. All the Third party APIs

        • Next Page