Convert Zoho Inventory Sales Order to Invoice via Flow?
I'm not seeing how to create an invoice from a sales order in Zoho Inventory via Zoho Flow. Am I missing something, or is this not possible? I can see how to create an independent invoice, but not one linked with the sales order. Is this yet another area
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
Help with google calendar flow
Hi, new to using Zoho Flow and setting things up. I've created a module in Zoho CRM called "Jobs" and put the relevant fields I need, I am then using Zoho Flow to create a flow that will create or update an event in my google calendar...... I've managed
Zoho Flow to fetch / update multiple contacts based on matching col?
I’m looking for a way to fetch and update all contacts in a mailing list that match a given col value using Zoho Flow. For example, let’s say I have 1000 contacts, and 12 of those contacts have the same web address value. I want to fetch and then update
Some Issues in Zoho Flow
Hi Zoho Team Have you seen something strange in Flow? I received some complaints and looking at the flows I see that they were not processed correctly, this was 1 hour ago, can you confirm if there were problems in Zoho Flow, Datacenter US? All my flows
Can Zoho Flows repeat Actions more than once?
I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actions
Flows that should be triggered on "sales order update" stopped
I have two workflows that use "sales order update" as the trigger. For my sales orders, I use custom statuses. One flow is triggered when a specific sub-status is set, and the other when a sales order is closed. Both workflows stopped triggering in the
Updating Woocommerce Variation Products Prices Via Zoho CRM
I can update product prices with this flow: But I can't update variant products. I got a code from Zoho for this, but I couldn't get it to work. It needs to find the product in the CRM from the SKU field and update the variation with the price there.
Allow Dynamic Department Selection in Zoho Flow's "Zoho Desk - Update Ticket" Module
Hello Zoho Flow Team, We hope this message finds you well. We would like to request the ability to pass the department as a dynamic variable within Zoho Flow's "Zoho Desk - Update Ticket" module. Currently, this field only allows static department values.
Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module
Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,
How to lookup What_id to create a task in Zoho CRM?
I'm trying to create a task in Zoho CRM by creating a new module entry. I'm getting an error: "Zoho CRM says 'required field not found'. Check the input for What_Id and try again." I'm assuming the What_Id is the "Subject" in the create entry task. I
Issue fetching Line Items in Zoho Flow from JSON Response
I'm having trouble fetching product details (line items) from the JSON response in Zoho Flow. While I can access other details, I'm unable to retrieve product information. I can't access the "Line items" data in Zoho flow. Any advice how to resolve
How to Add Products to Leads in Zoho CRM using Zoho Flow Automation
I am currently working on automating the integration between WooCommerce and Zoho CRM using Zoho Flow. My objective is to streamline the workflow such that when a new order is placed in WooCommerce, a corresponding lead is automatically created in Zoho
Line formatting in data coming from Zoho Flow
I have a flow that creates a zoho desk ticket. The text is not formatted with line breaks once it arrives at Zoho Desk. How do I force line breaks?
How to modify user bill rates and add tasks to a Zoho Books project using Zoho Flow
Hi, I want to create a flow which adds users to a Zoho Books project and then sets their bill rate. I also want to add tasks to the project. How can I do that? The current pre-set functions for Zoho Books projects does not allow for these fields to be
Entry created or updated - not getting all fields
I have a flow that fires on an entry being created or updated in a custom module in CRM. It is only supposed to proceed if a particular field is false and once fired, immediately updates that field to true to avoid running multiple times. For some reason,
Employee profile creation automation in Zoho People
Here's a corrected version of your text: Hello, I am currently working on automating the creation of new employee profiles in Zoho People. To do so, I've created a Zoho Form where future employees can enter their information (name, SIN, void cheque, etc.).
Zoho Flow - Can not reference Zoho Analytics query table in Zoho Flow
I've created a Zoho Analytics query table and would like to add data from that table to another Zoho Analytics table on a daily basis using a Zoho Flow. It seems, when building my flow, my query table is not include in the list of available tables. Is
The getURL function is returning error "response content length cant be greater than 5 MB"
Hello I am working on code to download a file from a URL using the getURL function running through Zoho Flow, but I am getting the error that the response content length cannot be greater than 5 MB. However, according to the API doc for the API task,
Zoho Sign Document upload to the Attachment section of the Zoho CRM Deals record
Hi, Is there a script I can use to attach a document once signed in the Deals record attachment section? I know that the fiels are uploaded in the Zoho Sign Document module but our client wants it in the attachment section. They are using the "Send with
Email Trigger (Parse) - Email Retention?
I am unable to find any information if the email trigger inbox retains emails sent it to? If emails are sent to an email trigger (I.e. xxx @ trigger.zoho.com.au), are these emails purged once the flow is completed or are they retained in the inbox?
Wordpress Flows Not Detected
Good day, we are running flows from wordpress to ZCRM, and now the wordpress flows are not even coming in anymore, when we run a flow that worked yesterday it gives the following error: "Mandatory param not found"
What is the syntax to access sub fields?
Hello community. I need to use the field [salesorders.salesorder_id] returned when I Fetch Purchase Orders (from inventory). As an example, I can see that this value is returned salesorders : [
{
date : "2024-10-22",
salesorder_order_status
How to Deal with Double-Fired Webhooks
I have a Flow that is triggered by a webhook. Occasionally, the source of the webhook will "double fire", i.e., it will send out two webhooks with the same information within a second of one another. This causes two iterations of the Flow to happen, and
Converting Calendly Date/Time to Zoho CRM Date/Time in Flow
I am trying to create a flow to update a date/time field when someone books an appointment in Calendly. I need help converting the date/time from Calendly into a format Zoho CRM understands. It currently comes from Calendly as: 2024-06-28T16:00:00.000000Z
Error when making API to fetch objects from AWS S3 bucket.
I have a serverless app/function that in z-flow, that makes a GET request to AWS S3 bucket, but sometimes I get error which states that the "Execution exception : 'Invoke url response content length cant be greater than 5 MB' at line number 17. Resolve
Read Headers / Auth in Zoho Flow Webhook
I have a webhook trigger in my Zoho Flow app and would like to add an additional layer of security by adding some sort of auth ensuring that only authorized application is calling my webhook. I understand that there is the `zapikey` GET param, which is
'source' user for connections
Hi. need to pass some information from a Flow webhook to me on Cliq. For this I must configure a connection and in this connection I must configure a user as the sender of the message. Which user would I use? If I use my username, the error says 'You
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
Workdrive upload file function - integration works 98% of the time but sometimes returns errors
Hello, Why is Workdrive upload file sometimes returning Oauth token error while sometimes it works without any error. The solution is using connection from zflow to workdrive. See the screenshot of the error below; When I rerun the same instance that
How to manage additional required address information for Customers and Vendors.
Has anybody figured out a way to incorporate relevant delivery information in the limited address fields for customers and vendors? For example, most carriers have an additional 'delivery instructions' field to add important information like delivery
Branching codes for updates/revision before going live again
Hello Zoho Flow and Deluge team, Currently, there is no way to create a branch of the existing code and having to copy existing code is creating many custom functions littering and making finding a custom function and especially finding the correct custom
Get return value from PowerShell Script - On Prem
Dear all, I just would like to understand how to get the result returned from a PowerShell Script. I have tried both: return $variabl and Write-Host, but it does not work at all.
WHMCS for Zoho Flow
Can we use WHMCS for Zoho flow?
Find out which column was updated in a Zoho Sheet
I would like to set up a trigger when any column is updated in my Zoho sheet. I can easily enough determine which row was updated, but is there a way to know which column was updated. My plan would then be to build a map that would drive some behavior
Zoho Sign - dropdown fields not showing Zoho Flow
I have a Zoho Sign application form that I pre-fill via Zoho Flow, following a telephone call. The signer can change the information in the pre-filled fields, if there are errors. The sign template has a number of fields - some text and some dropdown.
Important Update on Sendmail Statements in Custom Functions
Hello everyone, We have an update regarding the use of the sendmail statement in custom functions. We plan to allow only verified email addresses as 'From' addresses for emails configured in sendmail statements starting December 1, 2024. This change aims
Send e-mail with attachments
Dear Zoho, How is that possible in Zoho Flow to send an e-mail with attachment? Just a simple example: Zoho Flow checks my Zoho mails and if the conditions starts the trigger then I would like to send an email with the original email's attachment. Any idea? BR, Adam
Zoho Flow triggers not working
Hi , I have set up a flow which triggers when a new record is created in a Zoho Creator app. This flow works great when I initiate the flow with "test and debug". However the flow does not trigger in live mode. I have tested all the connections used
Zoho Flow is not updating when we add new functions
I am having an experience for the second time now and it has gotten to the point that I cannot deal anymore. We have a flow that was built, when we go in to make changes or replace a current function with a new function the flow is still calling the
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