Display year in versions date
Hello, I'm discovering flows from a client, and see that there are a lot of updates. However from the date, I can't see which year are the modifications have been made. I know for sure this were made years ago. Please add complete date and not only month
Zoho Flow The expected input type is jsonarray Error Message
Using Flow to create a CRM Lead when an appointment is created in Zoho Bookings. I need to update the Product Category field in the Lead which is a Mutli Select required field. Using Flow I am updating the Product Category field with the value - InstantAccept.
Is there a way to sync Google Drive and Zoho Workdrive?
I don't want to migrate from one to the other, I want them to sync on ongoing basis.
Can you increase the API payload from 200kb when referencing a JSON page
We have a need to ingest a live json file into Zoho Flow. When i try to use it, i get the error API Payload exceeds 200kb Can we increase this anywhere. The file is 540kb
Upload File Attachment from Microsoft Outlook into Zoho WorkDrive
Hi Team, It's there is a way for me to upload/copy my file attachments (pdf/jpeg/png) in outlook into Zoho WorkDrive? my Zoho Flow : In File or folder ID to copy, field I unable to fetch my attachment from Outlook. Please help. Thank you.
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
Add signed Dokument from Zoho Sign to Zoho CRM
I create a lead in Zoho CRM via a webhook and then send a document for signature. I am looking for a way to add the signed document to this lead. Does anyone have any tips on how I can make this work?
Dynamic Project Task Due Dates
Hello, I want to create Due Dates for Project tasks based on a backwards calculation from a set date. My idea is when a deal is closed, it will have an "Event Date" field. I then want to create a Project for that said Event. There are a variety of Tasks
Como consigo receber um payload JSON e utiliza-lo em minha função no ZOHO FLOW?
Estou fazendo uma automação no ZOHO FLOW e preciso trabalhar com um payload em format JSON que chega através de webhook para minha função, porém não consigo utiiza-lo. Alguém pode me ajudar ? O parametro "e" é o payload recebido. string doGet_2(map e)
Updating Products In a Sales Order
I am trying to using Zoho flow to create an automation to update all products on a sales order with a predefined project_id. My inputs to the customer function is Sales order ID and Project ID. My code is this: void salesorderupdateprojectstatus(string
Make Simple Functions Standard
One of the main reasons that people use an automation tool like Zoho Flow (or Zapier / Make / etc.) is because they have no coding or scripting skills. This means that even doing something like simple arithmetic in a Flow feels out of reach to many users.
UI / UX - Custom Tabs / Folders for Custom Functions
For those of us who make significant use of custom functions, it would be nice to be able to organize custom functions in the logic section. Custom tabs and/or sub tabs would be a really cool addition.
Zoho Flow: How to make a For each logic to send email notifications?
Hello. We need to develop a way to send Emails Notifications to a list of Contacts every X days. That list will change according to the information in CRM every time the Flow is triggered (basic diagram is attached below). I've thought of creating a Flow
How select a record based on critieria?
Hi, I'm trying to do my first Zoho Flow and I stuck with the record select. I have FLOW which updates some fields in DEAL record based on Zoho Sheet with email and some other data. I'm very happy because it works :) when I put a data into the spreadsheet,
Zoho Forms currency field to Zoho CRM currency field : unexpected input type
Hi, I posted this issue to support and didn't get a satisfactory response, so I am posting this here. I am integrating Zoho Forms to Zoho CRM with Zoho Flow. When I map currency fields form Zoho Forms directly to Zoho CRM currency fields, I get the error: "Invalid input. The expedcted input type is currency". Support told me that Zoho CRM currency field is expecting an integer. It seems like zoho Forms output is string. What would be the workaround to map Zoho Forms currency fiedl to Zoho CRM currency
UNREAL LATENCY AND DELAY
Over the past few days, I have experienced MAJOR delays in my flows being triggered. can you give an explanation for this Zoho? I was on with your seriously lacking Zoho flow customer service reps and was told this would be rare and I would never see it more than once it a day...well on yesterday not only did I experience 3 times and reached out to Zoho each time, the last time the flows took 6 WHOLE HOURS before they were triggered, and then when they did trigger, they put the timestamp from
How to update a contact ?
Hi, I have a flow which : - When a new contact is created - Create a parent folder in my google drive - Create a shared folder inside the parent folder Then, I want to update my contact with the Parent folder link and the shared fold link in 2 fields.
HTML Form to Flow
I am currently creating a html form to send a webhook to flow. What can I do to send the data, but not send my user to a blank screen with action="webhookurl". I have tried javascript, but access denied for cors.
Product Details in Zoho CRM Sales Orders
Hi, I'm trying to create Zoho CRM Sales Order in the Flow when the new order from WooCommerce is received. In order to create it I'm using "Zoho CRM - Create module entry" and specifying "Sales Order" module. In the list of required fileds for this module
Zoho Flow / Zoho Books Bug -> Send Estimate
We use Zoho Flow to create and email an estimate to our customer. This works quite well. But if we want to send an estimate using a template from Zoho Books which has an attachment, a fixed one, not the estimate itself, this "fixed" attachment is NOT
Connect Woocommerce new order to zoho books via zoho flow
Hello i want help to create a flow to create a new sales order from woocommerce to zoho books. Can someone send me step by step flow, functions and fields?
PROBLEM WITH ZOHO FLOW
Hello, We are a paid customer and we have several integration processes that are using Zoho Flow as a backend. Recently, especially yesterday and today. We have been experiencing problems where Processes get stuck on "QUEUED" status for several minutes
Zoho Flows just stopped triggering
I created a zoho flow that triggers on new contact creation and it just stopped triggering. I tried createing a new flow and it does not trigger. I deactivated and reactivated all flow but the problem is still there. Test mode also does not trigger when
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
Add "Date Invoice Sent" as an option for Zoho Flow and Zoho Analtics
We track ar partially based on when an invoice is sent. The sent date is not available in Zoho Flow or Zoho Analytics. To get around this we have a "Date Sent" field that is manually entered right before we send the invoice.
Zoho Books - Perform a validation check before an invoice is marked as sent or sent
Allow the validation rules to apply to button actions. For example: an invoice could not be sent or marked as sent if it has an empty value in a custom field. (The field could remain blank while it is being worked on.)
"Zoho CRM says "Zoho CRM says 'Lead_Status cannot be updated as it is in blueprint'. Check the input for Lead_Status and try again.""
Hi Zoho Team Sevreals months ago, my script could updated the Lead status, but from November upto today i see the following message: "Zoho CRM says "Zoho CRM says 'Lead_Status cannot be updated as it is in blueprint'. Check the input for Lead_Status and
Zohoo Flow - Cisco Webex
Hello, Is there any integration planned between Zoho Flow and Cisco Webex. We have a lot of customers using Webex for Chat and Meeting/Calling. It would help a lot to be able to integrate it with flow. Thanks
Zoho Folder Creation in Sharepoint with Sub Folders [Tutorial]
During a recent ZUG meetup in Auckland, New Zealand, I shared how I could use Zoho Flow to create a folder in Microsoft SharePoint, along with its subfolders. As I am not a developer, I thought it would be helpful to post a guide for users who want to
Quotes being replaced by quot
Hi there I'm creating a flow which at one point needs to send a POST-request to some external API. I pass the JSON body as follows: When I click "save" and reopen the same window, all the quotes are replaced by " which is a problem as this is passed
Problem by passing values in Zoho CRM through Flow custom function
I am trying to write a custom function which updates a field with a value in zoho CRM I have written the below void Remove_Tags_GTP(int dealID) { getDeal = zoho.crm.getRecordById("Contacts_x_Products",dealID,"crm_sandbox_v2"); contactId = getDeal.get("Contacts").get("id");
Adding Subscriptions Data to CRM, in Fields which can be used in Campaigns
We are launching SaaS services. The products are built in Billing, they synchronise correctly to CRM, and can be created from CRM. However, the data displayed in CRM about the subscriptions cannot be synchronized to Campaigns, which we need to manage
Referring to a Jira User in a Zoho Flow
When using Jira as an action in Zoho Flow, how does one refer to a specific Jira User when configuring fields? Is it the email address, name or what?
Struggling with Zoho Flow Webhook Configuration
Hello! I'm currently facing a challenge in configuring a webhook within Zoho Flow. I am trying to map data to a Fetch module entry, but during testing, it appears that the information is not being transmitted to the Fetch module entry as intended. Specifically,
OneDrive not triggering
Please, I'm in the flow https://flow.zoho.com/#/workspace/default/flows/new_pdf/history. It should trigger whenever a new file is added to One Drive. The connections seems to be ok, but many files already added to the specified folder, and no trigger
About Chile TimeZone
Hi Team Today Chile is GMT-3 , because we got a change for our TimeZone, when i review Zoho CRM, the timezone is correct, but if i review Flow i see other, please look the pictures Why the difference???, or the time zone in flow is the same for zoho crm??
My Zoho Flows are not running
Hi Team, Do you have any issues with Zoho Flow now? None of my Zoho Flows are running. It runs when I go to the Builder and I do a test. However, when I exit the builder and do edits to trigger a flow, it does not run. I have Books, Inventory and CRM integrated through Flow and no Flows are running. I need to manually test a Flow so that it would run. I also filed a request within Zoho Flow but haven't received any reply. Appreciate if you would reply as soon as possible as this is affecting my business.
Creator to Teams Flow
I am working on integrating a Creator app with Teams. When the conditions are met on record update in "Meetings" I would like to send a message to a group chat in Teams to notify them that a translator is needed. Everything seems to be working on the
Creator to Teams Flow
I am working on integrating a Creator app with Teams. When the conditions are met on record update in "Meetings" I would like to send a message to a group chat in Teams to notify them that a translator is needed. Everything seems to be working on the
Many Actions from Zoho Books Stopped Working this week!
Zoho, 1. We have been using the Zoho Books "Update customer in Zoho Books" action for years without issues. Below is the action. When we don't have an email address, we update the email address on file as noemail[at]gmail.com HOWEVER, starting a few days
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