Creating Sales Order in ZOHO books using Flow
While creating Sales Order , I need to provide custom sales order number from salesforce custom module, i have given Ignore auto number generation? as True . But there is no field to provide SalesOrder Number which is required to create Order in zoho
Connect to Excel Shared Folder
I have created a flow that works properly - when i update a field in zoho crm, the appropriate change is reflected in an excel workbook. My issue is that I want to perform this flow with an excel worksheet that is on a shared drive, but i can figure out
API Request Key Value Entry - Zoho FLOW Custom Function
Hello, Could someone help me about below API Request custom function of Zoho Flow script? How can I get params part between [ ] in output as key and value? They have to appear as key-value but I couldn't get success it. Probably need some small change.
Zoho Flow History Export
Is there a way to export a history of all flows?
Zoho Flow - Zoho Workdrive > New Zoho Sheet > Zoho CRM
Hi, I have a Zoho workdrive that I want to keep checking to see if new sheets have been added or if previously added sheets have been updated. Once a sheet is added/updated I want to get the data from said sheet and use this data to create/update a record
Youcanbook.me integration with Zoho CRM using Zoho Flow
I am trying to create a flow where bookings generated on Youcanbook.me then create a contact on Zoho CRM with those details stored. The flow fails due to a 'BigInt' issue which is related to the CRM contact owner field in the flow. How do I work around
Using Flow to create a folder in box and pass the URL into CRM
Hello, I have set up a Zoho Flow so that when a field is set in Zoho CRM, it creates a new folder in Box titled with the records ID and Name. However, I am struggling to figure out how to pass the URL for the newly created Box folder back into a field
How to stop a Flow from reoccuring for the same Deal
Hi all, I'm a bit of a rookie to Flow, (still getting used to all the different fields like Logic, Variables, Decisions., Delays etc..so would appreciate anyone's help! I have created a Zoho flow for our Bigin CRM. In the Bigin workflow: When last activity
Zoho CRM or Zoho Survey to Smartsheet via Zoho Flow
I have a flow set up that will update Zoho CRM when a row is updated in Smartsheet. However, I am having trouble setting it up the other way around. For instance, if a client is updated in Zoho CRM, I would like the row in smartsheet that is connected
Better filtering on Zoho Flow Logs
I would've created this as an "Idea" but it really is a "Problem". Zoho Flow only allows you to filter on the DateTime and Status of flows when troubleshooting logs. This becomes problematic when you have hundreds of flow exections of a flow in a short
Trouble picking a reporter using the Jira Cloud Zoho Flow integration
Currently we have implemented the Jira cloud integration in Zoho flow. It works great until we received higher permissions in the Jira suite and I am now required to add a "Reporter" as one of the options. I have tried multiple names / emails to satisfy
Folders to organize flows
How about a folder structure to organize the flows? The UX of Flow can needs some improvement.
Convert Estimate to Sales Order in Zoho Books
I am trying to set up a flow to convert an estimate to a sales order automatically in Zoho Books, but I do not see a "convert estimate to sales" order action like the "convert sales order to invoice" action. What is the best way to create a sales order
Not all "Deposit To" accounts are showing up in Books Record Payment module
When attempting to create a new payment in Books using Flow, not all of the "Deposit To" accounts are showing up that I have in Books. In particular, the one I have setup for Venmo fails to show, despite being perfectly accessible from the UI. Others
Fetch multiple entries in a module
Hi everybody, I want to use flow to look for multiple entries that have the same value in a field, see how many of those entries there are and then modify another field based on the results. Is this doable with just the drag and drop part of flow or will
How to get Error Message and Status ?
Hello, In a flow, I'm creating an Invoice. In case there is an error, I trigger an cliq message to notify a bot with the error However, editing the Message to Bot block, I can't find the Error Message variable in the Create invoice variable list (it's
Set the value of a Multi-select field with Set Variable in Zoho Flow
I am trying to set a field value of a multi-select field with Set Variable in Zoho flow One of it's values is "Trialing" I click on the value field then from the right hand side-panel I find the proper field and click this fills the value input box on the left with: ${createOrUpdateContact_1.sumApp_Status} I want to set this to "Trialing" I have tried different ways of doing this (as I can find no explanation in docs) ${createOrUpdateContact_1.sumApp_Status}"Trialing" ${createOrUpdateContact_1.sumApp_Status}="Trialing"
"Use This Test Data" fails to populate data for Decision Block
Clicking "Use This Test Data" does nothing when the option to do so is presented as in the example below:
Zoho Flow turns 5
Hello everyone, We're happy to share with you that Zoho Flow has completed 5 years since its launch in 2018. With an objective of simplifying the need for custom integrations amongst everyday cloud apps, we launched the platform supporting 100 cloud apps
Naming form elements
When I deal with Zoho Form content in Zoho Flow, I have to reference the form elements by names such as "SingleLine1", "Multiline", "Dropdown", etc. How can I rename these within the form so I can reference them outside of the form in a more sensible
zoho.books.getRecordsByID in Zoho Flow is not working.
Hi. I am trying to use getRecordsByID in Zoho Flow but it is not working. Could you please give me any advice? I try the next code in Zoho books and it work's fine, but it is not working on Zoho Flow. response = zoho.books.getRecordsByID("contacts","MyOrgNumber","contact_ID");
I need a Flow that will MOVE a Sales order from CRM to a Sales Order in Books
It appears as if the Quotes and Sales Orders in CRM are dead-ends. The data doesn't go to Books with any detail. I can create a Flow that will create a Sales Order or Invoice in Books, but there aren't any line item details. Without the details, it is a pain to re-enter all the data for purchasing and customers want to see the details of what they bought on the Invoice. Ideal solution would be that integrating Books with CRM on One would turn off Sales Orders and Invoicing in CRM. When a Quote is
Getting the Task ID from Projects using Fetch Ticket from Desk in Zoho Flow
Hello everyone, I have this flow here to get the Task ID from Projects using Fetch Ticket (Ticket is from Zoho Desk) But as you can see, there's no Task ID from here, but how come we have Task Count? It doesn't make sense, fetchTicket_2.taskId does not
Zoho Flow
I made a follow with sheet to decision via date and time and zoho mail. output error says that reply to mail needs to be verified. where should I verify that, I couldn't find any options for it.
Can't Specify a Task By Task ID to Update
Hi, I'm creating a flow to assign a task owner and to set the status of the task. My trigger is a new task being created so I have the task ID and project ID. I need to update both the task owner and the status, however using the 'Update Task or Subtask' module a project needs to be selected via the drop-down. As the tasks will be in different projects I don't want to set the project statically and already have the Task ID I am updating. How can I update a task when I already know its ID? Thanks,
Allow for synchronous API calls
Can Zoho Flow please add support for synchronous API calls, where you can respond to callers that invoke API endpoints? The current asynchronous Webhook feature is severely limiting and we have to use other iPass on the market that support this.
Zoho Flow Bookings to Zoho Analytics Date Conversion
I need to cover a date from Zoho Bookings to Zoho Analytics using Zoho Flow, Date format from Zoho Bookings - 15-Feb-2023 14:00:00 dd-MM-yyyy HH:mm:ss Analytics needs - yyyy-MM-ddTHH:mm:ssZZ What is the Custom function to do this?
Removing text from a variable
Hi, I'm trying to remove text from a variable in Zoho Flow with a Custom Function. So the variable name is setVariable_2 A variable could be "Dennis van Gulik (ValueIT B.V.)", it is from a dropdown field from Zoho Forms. And I want the output to be "Dennis
ZOHO Flow | Add Time Ticket Entry
I'm trying to build a flow which runs whenever a form is filled in. The flow makes a ticket and adds time to that ticket. But whenever I'm trying to use the "Add time ticket entry" I get this error message from the execution time field: Zoho Desk says
How can you use Json from webhook?
I need to access one of the JSON variables in a custom function to remove a character. The code is: string cleanString(string filthystring_json) { email = filthystring_json.getJson("email"); return email.replaceAll(';',''); } However, filthystring_json
Stripe自体の決済をZoho CRM, Desk等と連携できますか？
Zoho Invoice, Subscriptionがありますが大きな弱点として下記への未対応があります。 ログイン不要なカスタマーポータルURLの発行 口座振替による定期決済の利用 お客様の中には口座振替を希望される方もいるので、そうなるとZoho上の決済管理とStripe上の決済管理の2つが必要で、カードはZoho経由のStripe、口座振替はStripeと管理手間が増えてしまいます。 もし決済にそのままStripeを利用して、決済情報をCRMやDeskと連携する事ができれば助かるのですがZoho
Wordpress User Meta and Flow
Hi, Is it possible to update User Meta data from Flow e.g CRM update to update the User Meta within a wordpress site? THanks Ant
Transfer Attachments from Deal to Custom Module with Flow
Good day, Is it possible to transfer attachments from the deals module to a custom module using flow? I have built a flow that creates a entry in the custom module based on fields captured on a contact through deal transitions. However, the attachments
Having issues while creating Flow-Desk interations (Still waiting for a reply)
I've been trying to create a flow that updates a ticket on Zoho desk upon creation. The update that it makes is, when a Ticket is created, the contact field in a specific layout is autofilled with the ticket owner contact (who created the ticket). The
Zoho Flow - Switching On Loop!?
Hi, when I try to switching on my flow in Zoho Flow, it remains blocked in the switching on procedure. Attached a screen. What's happening? Davide
Zoho Flow error [WordPress.org says "null"][[LearnDash says "null"]]
I'm trying to connect Zoho Flow with Wordpress and LearnDash, but it shows "null" as error. - self-hosted wordpress - tried deactivating all plugins - tried removing basic auth
Zoho Flow Customer Support
Zoho Flow is refusing to even respond to my support requests. Is there anyone on this forum who knows how to solve Zoho Flow issues? I have a simple problem and need help. Thanks.
Multi Shopify Inventory item ID
Hi, I am trying to schedule the update of specific Shopify inventory line item using Zoho Flow. the flow worked just fine, except the Inventory item ID only accept one ID entry, if I tried the add multi Inventory item IDs its give me this output error:
Google Sheet to Zoho Inventory
Hi, This is my second question on this community, unfortunately I didn't get any response for my 1st one, I hope I get help with this : I am trying to make flow: New row google sheet as a trigger, will add new purchase order into zoho inventory. I got
Zoho Flow: How to update card on file via automatic email template?
Hello. We're using Zoho Subscriptions to run payments for our customers that are using one of our Zoho Creator Applications (via the Customer Portal addon). I have the zoho creator application setup so that the customer never really interacts with zoho
Next Page