Mercury Bank Integration
Mercury Bank is a fintech company in the US that is quite popular with startups, e-com companies, and other businesses. https://docs.mercury.com/reference/welcome-to-mercury-api Unlike most traditional banks, they have a full-featured API that allows
Image problem between Zoho Desk and Zoho Project
Hello, We have a problem on image transfer between Zoho Desk and Zoho Project with Zoho Flow. When we want to retrieve the ticket content to create a task, the image does not work. What can we do? Example : Ticket content : Task content : Flow :
Is Zoho Flow down for anyone else?
There was an error. I can't see any records and the flows are not functioning properly. It just says " Request was rejected due to server error"
How 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.
pull data from Google Sheets in chatgpt prompt issue!
Hi I have created a workflow for performing a specific prompt using ChatGPT to analyze data in multiple cells in column A in Google Sheets and choose the variable name for the column, but ChatGPT can't see the data in column a the workflow runs but the
Cliq Channel Message Trigger in Zoho Flow
Dear Zoho Flow Support Team, We are writing to request a new trigger option in Zoho Flow that allows workflows to be initiated when a message is added to a specific channel in cliq. Currently, Zoho Flow lacks this essential trigger, limiting its ability
My Zoho Flows are not running
Hi Team, Do you have any issues with Zoho Flow now? None of my Zoho Flows are running. It runs when I go to the Builder and I do a test. However, when I exit the builder and do edits to trigger a flow, it does not run. I have Books, Inventory and CRM
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 automation
Calling Flows from other flows
Hello, I have to manage multiple flows, triggered by different webhooks. I noticed that all of them have common blocks (creating a CRM account or updating the account accordingly plus addind notes and tasks). I would like to optimize the flows. My idea
Multiple survey trigger event
Can we have a Zoho Survey trigger event that allows us to select more than one survey? I have a series of 10 surveys in Zoho surveys that are all linked together and to my CRM. I want to create a flow that 1) is triggered when any of my surveys is completed,
Connect CRM with Zoho Creator Dev stage
Hello. I'm developing an application integrated between Zoho CRM and Creator. Do you know if its possible to connect Zoho Flow to the Dev stage on Zoho Creator. Currently I can only seem to be able to connect Flow to Production stage in Zoho creator App.
Is possible modify the field Modified_By on flow?
Hi Zoho Flow Team, there is some possibility for to modify the field Modified_By ?, ecah time i saw in the history mi name, for example: Regards, Pablo
Expanded Channel Access for administrators in Cliq Integration
Dear Zoho Flow Support Team, We are writing to request an enhancement to the Zoho Flow - Zoho Cliq integration. Currently, to access and utilize a Cliq channel within a Zoho Flow, a user must be a member of that specific channel. This limitation restricts
Accessing Custom Fields in Zoho Booking in my Zoho Flow
Hi In Zoho Bookings I have created some customer fields in my booking form and on is a field called "How do you want to me?". The options are: Telephone Call Video Appointment Visit our Office I want access this field in Zoho Flow So I can send a different
Creator record failed to save due to invalid date format
Hello. I'm building a Flow that should create a Zoho Creator Record once a CRM contact is created or updated in CRM. I have a check that search if Creator already have an associated record created for that contact and tries to create one if not. The problem
Zoho Flow Actions for Zoho One Departments and Users
Dear Zoho Flow Support Team, I'm writing to propose a new feature set that would significantly enhance the functionality of Zoho Flow by integrating with Zoho One departments and users. Current Challenge: Zoho Flow offers a powerful automation platform,
Enhance 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-consuming
Creator record updated by script
I have a Creator app where data is recieved every morning at 6 am, I want to run a Flow whenevr a record is updated and fire off some actions. However it appears that the Flow only triggers when a user updates a record, not a creator deluge script. Can
Decision Step Not Showing the Logic
It's not uncommon that when we enter a Live Flow and open up a decision, the logic is not showing up to us on the front end, even though it is processing properly. Here is what I see when I enter a Decision step for a live flow: As you can see, it looks
Adding clickable url in ticket Zoho Desk
Hi. I want to add a clickable url in the ticket description in Zoho Desk. At the moment, the link is correctly generated in Zoho Desk, however, the link is not clickable
Trouble updating a spreadsheet created with Flow
Hi All, My basic problem is the following: I have a Creator App and whenever a customer record is created, I want to create a spreadsheet titled with their name/record ID etc, and then update this spreadsheet with a new line any time certain parts of the customer record are changed. These fields of interest are in a subform. This creates a sort of "audit log", which I intend to use in Analytics. I can create the spreadsheet when the record is created. However, when I move to the next step in the
ZOHO Flow suddenly generating CORS errors
We are writing an application that as of yesterday stopped working since our JavaScript calls to ZOHO Flow have all suddenly stopped working. The error is the dreaded CORS error: has been blocked by CORS policy: Response to preflight request doesn't
Zoho flow can't see filled in single field entries?
Hi everybody I have a question I can't seem to find the answer to. I am testing a simple flow that creates a module entry in module B anytime I create an entry in module A in Zoho CRM. Hi all, here is my issue: If I manually add details like first name,
InvokeUrl API Call failing from Deluge Script in ZOHO Flow
Hello, I have been wrestling with an API call placed from a ZOHO Flow via a Deluge Script. For some reason, only calls that contain nested JSON structures seem to be failing. When I say fail, I get a response saying that API parameters are missing when
Using Zoho Flow with pulling data from the body of an email and put the data into Sheets.
I am interested in the Zoho Flow program in which we can implement a process to automate pulling data from emails and put it the data into Sheets. The flow of the program is essentially consisted of the following: Grab the body of the email from a particular label (or sender if required). Parse the data to separate the pieces of data (5 criteria within the body of the email). Put each piece of data from the email into it's own column. I understand defining these things are more complex within the
Dynamic Data Retrieval in Zoho Flow Decision Blocks
Dear Zoho Flow Support Team, We are writing to request an enhancement to the decision block functionality within Zoho Flow. Currently, when building decision blocks that rely on dynamic data, such as user department or other attributes, users are required
How to read content out of File (Excel, Zoho Sheet, CSV) and iterate through rows
Hello, I'd like to be able to iterate through all the rows in a CSV or Excel/Zoho Sheet file to perform actions on them. How is this possible in Flow? Thanks in advance! Best regards, Sven
Zoho projects time log trigger
I'm trying to find a way to integrate Zoho Projects with Zoho Books (current integration lacks many needed features) using Flow. I cannot find triggers for time entries. Is there any way to detect added/updated time entries for Zoho Projects in Flow?
Regarding the integration of Apollo.io with Zoho crm.
I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on Google
issue with invokeUrl getting 7213 while it's working on Postman!
Hi, I have an issue when trying to invokeUrl for zoho api, here is the code : { dataFormat = "dd/MM/yyyy HH:mm:ss"; Intime = '16/06/2021 15:06:50'; emailId = "x@x.x"; empid = 3; testparams = Map(); testparams.put("Authorization","Zoho-oauthtoken 1000.xxxxxxxxxxxxxxxxxx");
Implement "Run This Module Only" Functionality in Zoho Flow
Dear Zoho Flow Support, We are writing to request an enhancement to the workflow testing and debugging capabilities within Zoho Flow. Currently, the platform lacks the ability to isolate and test individual modules effectively, hindering workflow development
Avoid duplicate triggers in Zoho Flow / CRM
I have a flow set to post to slack when a field on an opportunity reaches a certain selection from a dropdown. to do this, the trigger used is Updated module entry / Module = opportunities / field X equals Y. I want to avoid the flow happening more than
Trigger record id does not match actual record id zoho creator
Hello Community, I'm currently facing an issue with obtaining the record ID of a form created in Zoho Creator through Zoho Flow. Despite my efforts, the IDs generated by Zoho Flow do not align with the expected IDs in Zoho Creator. My objective is to
Zoho MySQL/MariaDB connections not working
Hi people, Has anyone ever got any of the MariaDB or MySQL connections added as a connection to a cloud service (not a on-prem agent)? I have tested now with 2 different providers, GoDaddy & AWS both currently testing with MariaDB and Zoho Flow will not
Connect Woocommerce new order to zoho books via zoho flow
Hello i want help to create a flow to create a new sales order from woocommerce to zoho books. Can someone send me step by step flow, functions and fields?
Flow not triggering on Zoho Desk ticket status as of March 8th 2024.
Not sure what has been going on, but none of my flows are triggering for the Zoho Desk connection. I've tried turning them off and back on. I've refreshed the connection. I can run a test based on past triggers but nothing new will trigger the flow.
Quotes being replaced by quot
Hi there I'm creating a flow which at one point needs to send a POST-request to some external API. I pass the JSON body as follows: When I click "save" and reopen the same window, all the quotes are replaced by " which is a problem as this is passed
Maximales Aufgabenlimit Ihres Tarifes erreicht
Hi, I get an error message since friday and this is definitely a mistake. Please check it on your side and set the limit frei. Thank you! Kind regards, Victoria
Module Created or Updated
I'm trying to build a flow based on the Zoho CRM Account Created/Updated trigger. I need to put a decision in and if the account was created, I make an API call. If the account was updated, i need to make a different API call. The trouble is, I can't
Unable to create a new request in ServiceDesk Plus (Cloud) from Zoho Flow
I have an action set up to create a new request in ServiceDesk Plus, but it fails with a strange error. "ServiceDesk Plus Cloud says "Error Code :\n4001, Error\nMessage :Unable to parse the given data for id ,\nField :id , Type :failed"" But there's no
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