Setting dates for Flows or MA throughout the year
I'd like to as if there is any way to do something in Zoho One. Here's the details: I hold an event several times per year, and know in advance the dates the event will take place. For instance, this year the events will take place July 23, September
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
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
Zoho Flow Setup Between CRM and Books Issue
I'm trying to setup the following flow between CRM and Books: CRM record updated (tag added) Create Customer in Books Create Invoice for Customer When I enter the information required for step 2. (create customer), one of the mandatory fields is "display
Upload Videos to YouTube
Dear Zoho Flow Support Team, We are writing to request a new feature for Zoho Flow: the ability to upload videos directly to YouTube. This functionality would significantly enhance the automation capabilities of Zoho Flow for managing our YouTube video
Update Detail View with Zoho Flow
How do I update the detail view of a Lead using Zoho Flow?
Flow Extension in Wordpress triggers every time user browse page
Hi, We have a wordpress used for our members. Zoho Flow Extension for wordpress is installed. When a user log in the website, Zoho Flow is triggered every time the user visit a page. This is way too much. Flow receives the user profile for nothing. and
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
Multiple shopify stores and Flow
Hi, we use two different stores in Shopify, with different IDs. We would like to know if both can be connected in Flow at the same time to run different flows. We currently use Zappier to connect products and purchases with campaigns workflows. Than
Create Customer in Quickbooks Phone Number Formatting
The phone number field in ZOHO creator has a +1 and when the customer is created in QuickBooks the phone number needs to be a "free form" number. I know this should be simple, but can anyone help create a script to convert the phone number so it shows
zFlow Concern Adding zDesk Ticket Comment
Hi Zoho Team, I would like to ask how can I properly call this ticket comment based on certain condition. As what you can see below, zDesk ticket comments was being reiterated. Or Am I missing something? zFlow: [Trigger] zDesk Ticket Status Change to
UI / UX - Limit Apps in Builder
Would it make sense to consider limiting the apps available in the Builder screen to those "activated" by the user? The idea here would be twofold. First, it would de-clutter and make it easier for users to find what they need. Second, it seems to take
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
Add option to clone Zoho Flow actions after those actions have been pre-filled
Hi Zoho Flow team, One feature that would be super helpful for organizations that have to use Zoho Flow for many of their workflows is the ability for them to be able to quickly clone an action already in use in a Flow. The cloned action would contain
Zoho Finance Limitations 2.0 #11: Zoho Flow > CRM Zoho Finance Module ... error saying Module not supported via API
I'm trying to create a flow where I add a note to the CRM Finance (Sales Order) module after a flow is triggered. Scenario When a package is shipped via Zoho Inventory I want to add a note to the related CRM Finance record to Sales Reps can see details.
Zoho People/Directory > Zoho Vault
Is there anyway to add/change/remove people from a Zoho Vault Group with Zoho Flow ?
Woocommerce Line Item Information
I'd like to add each line item from a Woocommerce order to a zoho creator form record. The line items are found within the line items array, but I'm not sure how to get each item out of the array? Any help would be much appreciated.
Create user in MS Entra ID
Hi guys, I want to create a user in MS Entra ID after creating a record in Zoho Creator. I always got this no-meaning error, has anyone had experience using ZFlow with MS Entra ID?
looking to automate posts on facebook
so i am using zoho social to post to social media but unfortunately it does not post to personal pages and walls, so i need assistance in using zoho flow plus the facebook api so that as soon as a facebook pages page or group has a post, it will automatically
Option for Null Response as Error
Null responses from applications are not treated as errors in Flow by default, and I understand the reasoning for that. There are many cases where a null response is perfectly acceptable and not indicative of an error. However, there are many instances
Add attachment to CRM Deal?
I would like to add a link (URL) to a WorkDrive folder as an attachment to deals in CRM. Is this possible?
Shiprocket - Authentication Error. No reply from support for more than 3 days
PFA error for authentication. From 12th April 3 pm, authentication has failed and the API is returning Null as you can see in the screenshot. Please this is very critical as our whole operations are dependent on this.
Is it possible to update zoho projects task from zoho sheets having one way sync with the task details available in the sheet?
Hi team, I was working with zoho projects I am having a large number of tasks I am looking to have the tasks with the task information in a zoho sheet and create a one way sync between zoho projects and zoho sheet and update the tasks.
Why in Zoho Flow was upload file to Workdrive left out of the box?
We are trying to use Zoho Flow to upload 1 file that comes to Google Drive each time 1 customer sends a document... The service we are using can only put the files in Google Drive, so we have a Flow that triggers with this file arriving to GDrive and
Create Invoice with Multiple products
I have a trigger action of Create New Deal. When it is created, in Zoho Flows, I evaluate to see item A in the deal is true. If it is TRUE I want to add two specific items/products to the Zoho Invoice instead of 1. The two that I need is a combination
Has anyone had success linking Wix Form submissions to Zoho CRM using Flow?
Although it works flawlessly with Zapier, Zoho flow does not have Wix or Wix Automations. I'm tired of paying for extra services like Zapier for things like this when I pay for ALL of Zoho services. I've tried using a webhook through Flow but it has
Creating new Project in Books from CRM
Hello all, I have used workflow rule in CRM to create a new Project in Book when a Deal is won: - Rule creates webhook when deal is 'closed as won' - Flow takes payload and creates new project in books My issue is the customer. Books wants the 'customer
Using Email Triggers on Zoho Flow
Hello, I'm sending the email to create the variables as this article says: https://help.zoho.com/portal/en/kb/flow/user-guide/create-a-flow/articles/email-trigger#How_email_trigger_works But the collection of the variables only seems to work when the
Zoho Flow converting leads when Woocommerce Web order placed
So we have SalesIQ running on our site which captures leads when an email address is entered. We also use Zoho Flow to create a Contact/Account and Deal when a web order is placed. I'm having trouble getting the flow to look up that Lead and convert it
Get Related Contact ID in flow triggered by Deal Stage update
I have a flow where when the Deal stage is updated to a specific stage, I want to use Zoho Flow to trigger follow up emails to the Contact associated with the deal. How do I fetch contact, what do I enter in the Contact ID field in order to find the related contact?
Is there any way to get notified when a failure execution happens on a Workflow ?
Hello, I wanted to know if it was possible to get notified (like with a mail for example) when a single failure happens on a specific flow of my organization ? I know that there's a mail which warns you when there's 20 failure in a row on the same flow,
Slack Zoho Desk integration
Hi, I've created a flow which creates a new ticket in Zoho Desk if someone sends a message within a specific Slack channel. I want to include the user's name in the subject line. However, the variable UserId only includes a id like UAE194403. How can
How to create subfolder in a folder just created through flow
Through Zoho flow i just created Folder A. How in the same flow do reference Folder A to be the parent folder for the subfolders I want to place in it?
Gravity Forms, JSON, Webhooks and Zoho Flow
I have form that I use to populate a Module in Zoho CRM. When the data is sent back from Gravity Forms, it's sent back in this format (I've cleansed the data for privacy): {
4 : "email@email.com",
5 : "+61999999999",
6 : "emai2l@email.com",
Creator to Writer Template Merge - Image field not visible for mapping
I have a Creator form field that holds an image. I made a flow that works when a new Creator record is created. I add Writer to the Flow and specify a Writer Merge Template that has Image fields. These image fields will capture the image coming from Creator
COQL , it's possible to use inside flow?
Hi Team! I have a question, is it possible to use COQL inside a custom function in flow? I don't see it very clear that it is possible, unless I'm wrong. I have to search for deals associated with a contact under two criteria and not just one, which is
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.
I can't get my custom fields from my cpt on wordpress
Hello! When I create a flow that pushes data from google sheets to wordpress cpt I can't get the cpt fields I created using jetengine? How do I do this?
Way to export / import a Flow between different accounts?
Hi, I developped some flows in my account and see that for some other organisation I'm working with, they would need the same or similar flows. Is there a way for me to export one flow from one account and import it to another ? This would be handy, as
Custom function with more a lot of parameteres
Hi, I have a zoho form with around 100 inputs, so in the zoho flow I would like to have a function to process this data. However, I could not find a way to provide all the data in just one parameter. When I try to create the function, I have to put all
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