Zoho Inventory + Zoho Flow + Shipstation
Hi there. I'm trying to make or find a custom function for making new orders to be shipped in ShipStation based off of incoming sales orders in Zoho Inventory. As my orders often have more than one product, I need to be able to move over multiline orders. I've started on a custom function to do so, but I'd need information on either what LineItems is an array of for shipStationItem assignment purposes or an example of someone else's similar custom function for this purpose. Basically, the issue I'm
how can i assign a Zoho Desk Task to a Team and not an Agent?
Hi Flow Team, i would like to assign a particular task to a Team in Zoho Desk, but it looks like that is not so easy to perform. First, i tried to find out the ID of a particular team in Desk, by simply editing it and copying the ID from the URL, lets say 16281000005204663. Then i tried to use a custom value for the task owner: But when i try this, i get this flow error: Zoho Desk says "The value passed for the 'ownerId' parameter is invalid." How can i fix this? Thanks for your help!
Woocommerce!
I just noticed that Woocommerce is now available as an app inside of Flow. Yahoo! We'll have to see how things work, but this has the potential to really make my integration a whole lot easier. Thanks Zoho!
Replay of Failed Tasks
Any plans to add automatic replays of failed tasks like Zapier? Right now, if a task fails, there's no notification or way to know without going into Flow and looking. Notifications are only made if a task fails three times consecutively, and then there is no way to easily move the data that should have been moved. It seems like failed tasks should auto-replay at least a couple of times if they fail initially.
Configuring Flow - Creator Connection
I have been trying to update my Flow's .getRecords function script which I use to get information from my Creator App and send them to a Webhook, but it doesn't seem to be recognizing my connection. "connection doesnot exists" I have set up an All Functions connection within Flow as well as a connection in Creator with scope. Am I missing something? How can I get Creator record info to Flow?
Expected input type is jasonarray
I am working on a flow taking info from Zoho Forms to Zoho CRM. The field is Course of Interest. In CRM this field is type multi-select in CRM (There are a dozen courses to choose from and the user can select any number from the pre-defined list). The user filling in the form may be exieting on the system or not. So I don't want to use the upsert function in Zoho Forms / Zoho CRM intergration because I don't want to override the existing information if they are intersted in multiple courses. I tried
Are there plans to support time in the Todoist flow?
Hi, I have a Zoho Calendar to Todoist flow and it sends the date OK once I've converted it to a slightly different format but I can't get time to work. Todoist seems to want the date format as: 2016-12-06T13:00:00Z If I send this format over the response in Invalid Date. If I send 2016-12-06 it works fine... without the time. Are there any plans to support time at all? Many thanks Rgds Jon
Using flow to populate a field in a record using a value from a record in another module
In Zoho CRM, I have used the Products module to enter products with associated commissions that are paid for each product. I use the Deals module to set up deals for a contact. The deal template has a lookup field for the Product. There is also Commission Amount field in the deal, and for now the commission amount must be typed in the field.. I would like to automatically populate the Commission Amount field in the Deal record with the commission that is in the Product record for the Product in
No Sales Order Number in Books Flow
Hey Team, Sales Order Number is no longer one of the options when Sales Order Created is a trigger in Zoho Books. Why is that?
Flow: Desk to CRM - how do I ID account?
Hi all, For several reasons, I do not want to use the two-way sync between CRM and Desk. Instead, CRM syncs with DESK (one-way) but I want a trigger in the Desk Contact that allows me to create a new contact in CRM. Account is a mandatory field in Desk Contact and it's coming from CRM through sync. I'm detecting a checkbox value in Desk Contact and create a contact in CRM under the account from the field in Desk Contact. In mapping fields, however, I see that AccountID for Desk and AccountID for
Cannot create connection between Zoho Flow and Zoho Bookings
I'm trying to create a connection between Zoho Flow and Zoho Bookings, however Flows give me the error: Zoho Bookings says "null". Am I doing anything wrong or should I change anything in either Zoho Flow or Bookings?
Custom function connection with Zoho Creator
Hello, I am using a custom function to GET RECORDS on a APP that i have in zoho creator. This function allways worked, but now it gives the error: "No. of arguments mismatch for the integration function 'zoho.creator.getrecords' at line number 3. Resolve the errors and try again" So i fixed by inserting the rest of the params (index, limit and connection name), so my function is like this now: getrecord = zoho.creator.getRecords("roboplan_zoho","planeamento-plano-b","Tasks_Report","Task_ID ==test",1,10,"creator");
Error in a field I dont recognize
Hello, When I try and test my very simple flow I keep encountering more and more problems. after solving a few, my recent one is that when I try and check the "output" section in my flow, it says "Invalid input for field1. The expected input type is date." I dont have a field called "field1" and I have no idea where to start looking for a solution.. I have attached a printscreen for reference. Thanks!
Zoho Creator x Zoho Flow
I can't see Zoho Creator from the list of apps inside Zoho Flow when creating new connection. As described here: https://www.zoho.com/flow/help/zoho-creator.html Zoho Creator seems not available for Zoho Flow, or what?
Want to trigger a flow when someone attends a Showtime session
Currently, we're using Showtime for webinars to encourage signups to our app. I'm passing registration data to Flow from Showtime when someone registers for a session and passing a web hook to Flow when someone signs up for our app. What I'd really like to do is have a step in the middle which captures the actual attendees for the webinars. This will allow me to automatically email people (via Marketing Hub) who attended but never went on to signup. I've created a flow with the trigger 'Attendee
Favourite Apps
A quick usability suggestion. Setting up flows can be tedious searching through all the apps. Most of my flows run across 3-5 apps, and most actions are Zoho CRM. This means scrolling to the bottom to select the next action, or typing it in to filter and waiting for that to load. It would be great to be able to have favourite apps that always appear at the top of the list. Thanks
Extract part of variable in order to fetch user record in Zoho CRM
I'm trying to fetch a CRM user record us a fetched Zoho CRM custom user field. The variable ${fetchAccount_1.CUSTOMUSER} returns {"name":"John Doe","id":"12354656544564646"} The CRM user account does not recognize this. I would like to have the variable only return "John Doe" I tried this but had no luck ${fetchAccount_1.CUSTOMUSERmapVar.get("name")}
fetch zoho desk ticket content
I need to setup a flow that can get the content of a ticket, and extract a string from it and store it in a variable. can't fiigure out how to do this. any help appreciated. I can code if neccissary
Duplicate Event with O365 Integration
I have an integration that after an event is created on their personal O365 Calendar, it would create an event on their Zoho CRM Calendar in O365 that is synced with Zoho CRM. The problem is that after creating an event in the user's personal O365 calendar, two events would add in the Zoho CRM O365 Calendar. Both events are the event that was created in the personal calendar. It looks like the function is getting called twice. Not sure why this is going on, but any help on this issue would be great.
Any plans for a PhoneBridge connector?
Hello, I'd was wanting to know if Zoho is planning to add a Flow connector for PhoneBridge? I can see several applications that this could be used for. Thanks, Bryan
Trying to fetch data record from Zoho Creator to Zoho forms
Dear team, I'm trying to fetch data record from zoho creator to zoho forms using zoho flow. In zoho flow its shows test successfully but desire result not executing. I'm sharing screenshots in the below in word file. Please help me to solve this problem. Thank You Shiva
Using Amazon Integration Data
Trying to use Zoho Flow to trigger on new sales orders coming from Amazon Seller Central. I am able to see the data, but need help on parsing the long string that comes across with "Sales order created" trigger. The field being mapped to variable is: ${trigger.line_items} The return value is: [{"line_item_id":"9999999999999999","discount_amount":0,"item_type":"inventory","item_type_formatted":"Inventory Items","discount":0,"document_id":"","quantity_cancelled":0,"image_name":"","product_id":"9999999999999999","attribute_option_name2":"","attribute_option_name3":"","is_returnable":false,"sku":"product1","pricebook_id":"","image_type":"","attribute_name2":"","tax_exemption_code":"AMAZON
Zoho flow for Zoho desk when ticket gets tagged
Good afternoon My company 15d trial for zoho flow has ended as we started it by a mistake without actually using any flows and before I decide to purchase the module for £80, I'd like to know if is it available for Zoho Flow to trigger on ticket update with condition of assigning a tag to the ticket? For an example - a user does read the ticket and decides to set a tag on it. Then I want Zoho flow to move the ticket to a different department and inform a 3rd party company with mail. The problem
GDrive Fetch Folder
Hi ya. I have a simple work flow that will create a set of folders for an Account record in Zoho Flow. We pass the Account Id to the flow and it does the following. 1. Zoho CRM Fetch Module (Accounts) used to get the account record from Zoho CRM. 2. Run a deluge Function to determine the name of the parent folder. It takes the first letter from the account name and determines the appropriate name for the parent folder - for example, if the account name was "Xenobite Corp" the parent folder would
I am trying to figure out a way to export records based on a certain condition from the deals module into a Google Sheet
The idea is that on a weekly basis, any deals created in that time that are exported into a Google Sheet so that fields can be updated, and then the Google Sheet is imported back into Zoho CRM so the records are updated. Is this possible to do using Zoho Flow and does anyone know how this can be accomplished?
Pull Email address from contact into deals for monday.com integration
Hey guys, hopefully I can make this make sense. We are trying to create a flow that will push certain data from the deal into monday.com everything is working besides the fact we cannot pull the most important field over. The email In the deal it has a field with the email but it's at the top like a related section so in the flow the email is not a variable i can send. What I am hoping to do is either a formula field to pull the email from the contact into a field on the deal so that it will be a
Cancelled or moved Calendly Appointment -> move activity in Zoho CRM
How can I send the changed date/time of a moved appointment to the according activity of a lead/contact in Zoho CRM? And I want cancelled appointments to be marked as "cancelled" in the subject line.
I am having problem getting a flow to save.
An error message keep coming up to sayflow cannot save to and contact support. Some times it does save and sometimes it won't. I can't see anythin wrong
Add Description Field to Zoho Calendar Flow
Hi, I have a flow that works fine... connects Zoho Calendar to my task management software.... I noticed that the Description field in Zoho Calendar is missing from the list of options within flow. Is it possible to add this at some point? Many thanks Rgds Jon
Count deals in ZOHO flow
Hi, I'd like to to trigger an action when a deal is created and then -based on the deals count- a followup action. So for example: trigger an action when new deal is created If it's the first deal of the customer Send welcome mail Or trigger an action when new deal is created If it's the 10th deal of the customer Make call task (to say thanks) Is it possible to count deals in ZOHO flow? Thanks!
Integrating Podio with Zoho Flow
I am integrating Podio with Zoho Flow that when a new item is created in podio, it will create a folder in zoho workdrive using zoho flow. How do I get the flow to create the folder with podio item name as the folder name? When I insert the variable of a field from podio, it creates the folder with the whole podio item url instead of just the podio item name. How can I fix this?
How do I add emails to this drop down list in Flow
I know the emails must be verified somewhere but I'm at a loss as to where this feature is. Any help would greatly be appreciated. I added a screenshot for clarity.
Fetch/delete multiple contacts
Hi, For compliance reasons I'd like to delete all related contacts after a deal is lost. It's not possible to fetch multiple contacts, is it? How can I create this flow? Thanks!
No response from support@zohoflow.com for over a week now
Anyone else getting any kind of response? I sent in a problem I am having 8 days ago and still have 0 responses from them. I can't add Zoho CRM "Convert lead to contact" to any flow. I get an error stating a module doesn't exist and can't move past it.
Part II: Valid TimeZone value for Outlook (Zoho Flow)
I'm still trying to resolve an issue with a Zoho Flow: https://help.zoho.com/portal/en/community/topic/valid-timezone-value-for-outlook-zoho-flow Can anyone help with this? Thank you!
Valid TimeZone value for Outlook
Hello, I would to have some assistance with this issue. I created a flow named: Zoho Bookings - Outlook (Description: Create a new event in Outlook when an appointment is booked in Zoho Bookings) The flow has failed and the error message is: Outlook says "A valid TimeZone value must be specified. The following TimeZone value is not supported: '{"timeZone": "America/Chicago"}'." Can you provide an example of the correct TimeZone for America/Chicago? Also, when the event is created in Outlook it is
Flow works incorrect
I am using trial license to check whether Flow Zoho can adapt my purpose. I wanna the tasks/projects/milestone from Zoho Projects upgrade to my Google Sheet file automactically when there is new tasks/projects/milestone updated on Zoho Projects. (zoho Project to Google Sheet) The first time, it's worked, data pushed to 1 Google sheet file, i called is file A, but i want create other flow with other Google sheets file (file B) with other first row fix my data that i want. But when new tasks in Zoho
Add new comments from Books client and vendor portals as Books triggers
When clients and vendors leave a comment in the Books client and vendor portals then the email notifications about them are only sent to the primary Books organization admin. This is not the best way for Books users to get notified and Flow could be used to improve this situation. If we could have new client and vendor messages from their corresponding portals as Books triggers in Flow then we would be able to send them to multiple people. For example, as emails from Zoho Mail or as chat messages
Add "Status" field to Zoho Inventory "Package updated" trigger
This is an important field for setting up automations and it is already available in the "Package created" trigger. Please add the "Status" field in the "Package updated" trigger. Best regards, Mladen Svraka Zoho Certified Consultant and Authorized Partner Email | Web | LinkedIn
How to set Territories with trigger of ZOHO CRM New/Update Deal Entry?
Hi. How to set Territories with trigger of ZOHO CRM New/Update Deal Entry? I did set value using territoryID and territory name, but I couldn't set.
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