Only an abbreviated list of Commerce scopes are being exposed through the connector
From the generated OAuth2 authentication window's URL, it appears that only the following scopes are being created, despite the fact that all triggers and events are being selected. ZohoCommerce.contacts.ALL ZohoCommerce.items.ALL ZohoCommerce.organizationprofile.READ
Base64 Encoded Webhook Data
I have my merchant services provider (Braintree) sending a webhook to Flow when a disbursement is made. The webhook payload is Base64 encoded, and the Deluge function for decoding doesn't seem to work with the string I have. The webhook is being sent
Pushing to Shipstation from Zoho
I know there are four triggers in Flow for integration with Shiptation when something happens in Shipstation. What options do I have, if any, for pushing data TO Shipstation from Zoho?
Returning 3001 from creator on update record
Hello, I'm trying to update one field of a zoho creator record once a document signing event is completed on Zoho sign. I'm using the fetch record action to find the creator record based on the sign request ID that is saved in the record upon document
Zoho Flow and Workdrive
What permission does Zoho Flow need to update Zoho Workdrive? What settings in Wordrive will be needed? Thanks, Joe
Zoho Flow triggering unintentionally
Hi All, I have recently set up a Zoho flow which is triggered by updating a field in the CRM, essentially a dropbox. This then uses a webhook to push data into Writer and the document is then emailed automatically. However in the last 48 hours it has
External request takes too long
When make an external requests inside a function using the geturl(), requests takes way too long. It was taking a minute and half to process 13 records. The same amount of records processing in less than 1 second. The delay has a major impact on our Real-Time
Zoho Flow - Wrong syntax '<' in Sending Email
Hello! I setup a decision chain workflow for Zoho Desk tickets closure notifications to be sent out to clients and the decision part is working well however, I am getting "Wrong syntax '<'" when it tries to send the email notification. I have one email
Fetch All Items Invoice Zoho Books
Hi Team - how do I fetch all the line items in an Invoice in Zoho Books. Do I have to write a custom function to get all the items in a particular invoice? If I am writing a custom function, is this the way to start? itemslist = invoice.get("line_items");
Trigger from Desk to CRM to create a task using flow
Hi there, I'm trying to setup a flow where i trigger when Desk reaches a specific status it will create a task in the CRM under the correct account. I am able to create a task, but I can't get the task to attach to the correct account and have the account
Forms - CRM
Hello there, When a new project (module) is being created through the trigger "Zoho forms", I want to automatically create a project number (like a counter which progresses everytime the trigger is being used) within CRM. Is that possible? Thank you
Extract email address from JSON payload string possible?
Hi Support, Current Functionality I have a flow that receives information via a JSON webhook POST and then updates/creates records using this information in Zoho CRM. What I Want An example of the JSON payload data which is received looks like the below
How to extract email address from string field with a custom function?
Hi Support, Current Functionality I have a flow in Zoho Flow that receives information via a JSON webhook POST and then updates/creates records using this information into Zoho CRM. A specific piece of that information is "comments" which is pushed to
Forms to CRM - subform mapping
Hi there, I want to create a project (module) when a form (Zoho Forms) is being completed and transmitted. In the Forms there is a subform which information I want to automatically bein put into the new project. When I try to map the subform information
Custom Function to evaluate if Email Address in Zoho CRM is Blocked
We currently use Zoho Flow to Send Mail Merges from Zoho CRM. However we sometimes run into issues where when we try to send the mail merge, that step errors out because the email in Zoho CRM was blocked. I'm wondering if there is a custom function I
Is this possible before I investigate further?
Ok I have yet to implicate a flow yet, so need some confidence that time spent is worth it. I feel that this may be the best place to set out a scenario and ask if it has been done or can be done or I am wasting time looking to do it! using Flow and Shopify
Zoho Desk to Sheets - How to utilize flow to fetch ticket data?
Hi, I am needing to fetch ticket data from desk and capture them on Sheets. The aim of it is to compile different sheets with tickets logged for an external provider based on the category it was created. I am also looking at using it to compile a list
Incoming webhooks?
Thanks for adding this to Zoho One... Is it possible to grab the variables from an incoming webhook and create a flow with it? EG. I can set my task manager to send a webhook to Flow when a certain action takes place. I'd like to grab the data it sends and pass it onto another app via Flow. Can this be done? Many thanks.... Rgds Jon
Zoho Sheets find next available piece of data
Hi - Looking to see if anyone has done something similar to what I'm looking for. I'm pretty sure it can be done but I'm struggling to find the time to run through all the scenarios to test my theory. I have a list of discount codes that I want to be
Does Flow actually work?
I created a simple flow that triggers a merge document when I create a quote in the quote module. It just simply doesn't work, no document is produced. I double, triple, quadruple checked everything to no avail. I also looked up troubleshooting tips and
Updated module entry
Hello there, I'm creating a flow that whenever a lead is updated on a specific field in Zoho CRM, I want it to be updated immediately in Zoho Campaign. The filter is that a field called "Wholesale Application Option" is equal to "Wholesale Apply". But
How is "Email tagged" trigger supposed to work?
Here's the Flow: I don't need any additional filter, but it only triggers when a Filter is set. Is that correct behavior?
Create CRM Meeting from acuity scheduling with Zoho Flow - exception for Startdate
Hi @all, my problem: I want to create a Meeting in ZOHO CRM when an appointment is scheduled in 3rd-party service „acuity scheduling“. Payload of acuity contains startdate in ISO-Format e.g. 2009-06-30T18:30:00+02:00. In CreateModuleEntry within Zoho
Zoho Flow - Hubspot CRM connection
Hi - has anyone set up a connection between Zoho Flow and Hubspot CRM? I have set up a Flow which polls for updates to Deals in Hubspot and - depending on certain conditions - creates an account and contact in Zoho CRM from information in Hubspot.
Zoho People-Zoho Workdrive Integration in Zoho flow
Hello, I am trying to write a flow to integrate zoho people and zoho workdrive. The goal is that when a file is uploaded to zoho people, the same file is then uploaded to a specific folder in Zoho Workdrive. I have been trying to get this done but it
Connecting to Woocommerce using Zoho Flow
Hi there, For months I have been trying to connect my woocommerce store to zoho Books using Zoho Flow. I know it is beta but I cannot connect this. I have been speaking to support for a loooooong time and frankly they are hopeless. They check the settings,
Mail and zoho sign
Hi, is it possible to create a flow that works like this? E-Mail to specific mailadress received Content: customer name customer mail title attachment pdf -> Flow -> Zoho sign creates a new signature setup with the pdf as a document sent to the customer
Empty result in mapping picklist using Zoho Flow
Hi, How can I properly map the picklist? We are using contact forms 7 on our sites, all other fields inputted on CF7 are reflecting properly to Bigin except the pick list. Photo below is the screenshot on our Zoho Flow mapping and the picklist result
Project name change
Can somebody help me with the simple logic? I would like to keep Zoho Project names in sync in another service. Flow1: Trigger: Project created, custom function to send id and name Flow2: Trigger: Project updated. how do I know what was changed? Would
Send email template "permission denied to access the api"
Hello, Per the title, I'm trying to send a Zoho CRM Email template based on the advice given here: https://help.zoho.com/portal/en/community/topic/specify-an-email-template-when-sending-emails-in-custom-functions (I'd prefer to send right from Deluge
Need Desk Flow "Create Ticket" to let me specify a Desk Template
Need Desk Flow "Create Ticket" to let me specify a Desk Template
A single edit deleted all connections
Using Webflow integration
Hi Team, Zoho Flow have developed a Webflow integration, which is great. However I am struggle using the data that is sent from a Webflow form. Simple form is a newsletter subscription with 'name' and 'email' fields. Through flow test I get the below data sent from Webflow. {
"site": "5e7394a92c16e84add158ac4",
"data": {
"Email": "test@gmail.com",
"FNAME": "test"
},
"d": "2020-10-07T00:42:14.242Z",
"name": "Newsletter Subscription",
"id": "3f8d0ee8745d1ca34334eab86"
} When trying to use
Update task in Zoho Bigin
Don't find this action. Any plan for development? Thanks
Flow - Zoho CRM Task - Fetch Created by
I'm trying to make a flow so that when someone creates me a task, the flow is automatically create them a task back when completed. however Zoho Flow for Zoho CRM doesnt seem to fetch the Created by field. See Attached is there some way for me to get
Webflow Integration with Zoho flow
Hi Support Team, I am struggle using the data that is sent from a Webflow form. The form for contact us and newsletter subscription with 'First Name", "Last Name' and 'email' fields. The flow test I get the below data sent from Webflow. {
"site": "609e864130cccb7ac3236415",
"data":
Zoho Flow to Marketing Hub - Ploblem
Hey guys, I have a problem integrating with zoho flow. Apparently the zoho flow creates the record in the marketing hub (attached), but when checking the lead it does not exist in Marketing Hub app. Can you help? Tks!! Zoho flow print:
Zoho WorkDrive says "Folder with same name exists in the workspace. Please use a different name"
I am getting an error message: Zoho WorkDrive says "Folder with same name exists in the workspace. Please use a different name" The folder name is the legacy title varibale so therefore it will be not be the same eevry time due to there always being different legacy titles. How do I get around this error message?
Adding Zoho Sheet to CRM module (attachment)
Hello, I would like to solve the following via a Zoho Flow: Trigger If Update CRM Module Then 1. copy an existing Zoho Sheets file to a folder as copy 2. rename the file in the new folder 3. add this file as an attachment in the linked CRM module Everything
SAVE TIME & AVOID HUMAN ERROR: AUTOMATING EMAIL FORM SUBMISSIONS WITH ZOHO CRM
Whether it’s saving your sales reps and customers time, avoiding human error to ensure accurate records, or guarding against deals falling through because of problems that emerge from a complicated process, automating email form submissions has major
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