Look up a set variable
If In my flow I set an arbitrary variable Website URL ${website_url} Is it possible to access the variable "Website URL" in the following scenarios? Within a custom function (e.g. url= ${website_url} ) ? As a passed parameter in a custom function (e.g.
Line Item Detail from Sales Orders
Hello, I am looking to access line item detail on our sales orders in Zoho CRM via zoho flow. Essentially when a new sales order is created, I want to be able to fetch the "Ordered Items" detail and return it to a google sheet. I have been able to add
Quickbook Custom fields issue
When i trigger a flow on quickbook "payment received" i am not able to get custom fields value variable return empty for all custom fields , like #Job,#PO etc
How to escape the $ character in Zoho Flow
Hi All! Anyone knows this trick? I am updating a field using Zoho Flow in a process. I need to write the text value '$' but it keeps being ignored because I think its a reserve character for a placeholder from other inputs, such as ${placeholder}. Anyone
Unspecified server error with Shipstation Flow
For testing, all fields in the Flow are populated with valid data. Here's the error message.
Bi-weekly Flow triggers
Hi there, a normal "Sprint" is two weeks, so creating flows that can create things that run bi-weekly. Another option would be to create custom trigger times like: - Every X days/weeks/months.... Kind regards, Matthias Held
Just a thought when creating a Flow
I have been creating a flow, that is working fine, however one small point that was mildly irritating! Like most people we use and would want only to integrate very few third party apps with a flow that we actually use. The list is endless of possibilities,
WooCommerce to Zoho Books says "Statement of Accounts does not exist."
I have created a flow that is triggered by a completed WooCommerce order. It creates a closed/won deal, updates a date field in the customer account and is supposed to create an invoice in Zoho Books. The first two work, but the last part returns an error
When Failed actually means, "Already exists!"
We have set up a flow so that when Zoho Bookings has a new appointment made, it also creates a new customer in our Shopify shop customer list, so when they attend the details are already in the POS.. This works fine for new customers... however... If
Is it Possible for Zoho Flow to Continue After when it Can't execute a Mail Merge from Zoho CRM
When we have Zoho CRM "Send Mail Merge" action in Zoho Flow and it errors out (mostly because the email address is blocked), the flow stops and does not continue. In reality, the error on the Send Mail Merge should not be a fatal error and should allow
jsonarray. ZOHO FLOW
Zoho CRM says "Invalid input for Product_Details. The expected input type is jsonarray."
Error trying to Fetch and Create Rows in Zoho Analytics with Flow
I get this error during my flows active sequence Zoho Analytics says "You need to have atleast one column for INSERT or UPDATE action" Is there any way I get get zoho live support to help me with this. I have in fact set up columns so it doesnt make sense as to why I'm getting this error.
Zoho Flow dont sent to Slack
Hi, im trying to sent data from Google Form to Slack, the test can read the content and the output too, but dont sent the information to Slack. What can i do? Thanks.
Is it possible to evaluate in a Decision if a specific custom function returned an error message
We have a custom function in Zoho Flow that creates an invoice (or recurring invoice in some cases) with multiple items in Zoho Books. These custom functions work without any issues 99% of the time. But occasionally the invoice might not get created because
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
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
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
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