Can't Seem to Get the URL Link for Invoice from Zoho Books
I use Zoho Flow to create an invoice in Zoho Books. I then use the action to send that invoice along in an email. What I want to do in my next steps is use the URL/Link of the Zoho Invoice. But when I look at the output of my Fetch Invoice by CRM ID, I do not see any parameters that display the Invoice URL. How can after using Zoho Flow to create and send an invoice obtain that invoice URL to use in my next actions. Any help would be greatly appreciated.
Zoho Flow, Projects, Campaign
Hello, I've talked to numerous customer service representatives and nobody has been able to help me solve this issue. I'm looking to configure flow so that when I update a status of a task in a Zoho Project to 'Feedback', an email notification will be triggered to the Project Manager. Once the project manager has reviewed the work, they would change the task status from 'Feedback' to 'Closed', and this status update will trigger a Zoho Campaign to a client. I need this same process to be achieved
Contract Expiration Question
Hello, I am currently trying to create Outlook notifications for 90 and 30 days prior to a contract expiration date in Zoho Flow. I integrated the Zoho CRM app with Flow so it can use the contract expiration date from the CRM. I also integrated the Outlook app and it seems that it can be done. Is this possible to do? What I want to do is for the flow to send automatic emails when a contract expiration reaches those days prior to the expiration.
Error: Trying to send Zoho CRM Email Template after creating a new CRM Contact Using Flow
I have created a ZOHO Form, that when filled out will push the data into CRM and create a new contact. I added in a step inside the flow to "Send Email Template", but I keep receiving an error while testing & debugging. Screenshot attached. Any help would be greatly appreciated.
How to get Zoho CRM ID from an Invoice ID
If I have a zoho books invoice that is attached to a Zoho CRM Deal, I know I am able to locate the invoice by simply knowing the Deal ID of the deal it's connected to. What about the other way around? I have the Invoice ID of an invoice that is tied to a zoho deal, and I want to find/fetch the deal associated with the invoice. How do I get the deal ID if I have the Invoice ID? Is there a custom function I have to run to get this info?
Zoho People Connector in Zoho Flow
hi there, I'm trying to connect Zoho Forms to Zoho People so that when users complete a web form, a record is created in Zoho People (e.g. an expense request, a leave request). My problem is that I can't find Zoho People listed as an app in Flow. Am I missing something? I am surprised to see it not included with the long list of apps. I also tried setting up a connector using zapier, but I hit a problem with the version of the People API being used. So I couldn't create a connection with Zoho People
Gmail "Send Email" task - No HTML for the body and body doesn't take values from previous steps
For the Gmail App task "Send Email" there is currently no option for the body of the email to be in HTML. This should change, as HTML is the only way that I can reliably send emails in the format that I need. Additionally, the "body" field does not take values from previous steps like other fields do...example, if I'm in the "body" field and I want to add the "Deal ID," I go to the deal that triggered this flow, and click "Deal ID" but it doesn't actually populate into the body of the email...nothing
Mark Invoice from Zoho Books as Void
I need to use Zoho Flow to mark an invoice from Zoho Books as void when our deals get cancelled before payment. Currently there is no action to mark invoice as void. Can you help me figure out how to do that? Is there a custom function I can use to mark the invoice as void? Any help would be appreciated.
Need to set a multi-select field.
When a deal is created, I have it going to Zoho Flow. What I want to do is take a string/list that is not properly formatted and insert/default it into a multi-select field. I am having issues with this and would appreciate some help. My incoming string: "item1, item2, item3" The field I want to update/set is Optional_Coverage I tried using a custom function in Zoho Flow thinking I can manipulate the ", " to a ";" and update the deal, but it's not working for me. Can you please help me with a custom
How to trigger an action only once?
Hello! I am using a flow to send an email reminder whenever a new file was uploaded to Zoho Workdrive folder. How do I add a decision logic to send that email only once per day. Thank you, Sujani.
Webhook Create error
Estou tentando criar um novo flow, porém na hora de validar o teste ,e iniciar as configurações não carrega o teste fica somente nessa tela, preciso de ajuda I am trying to create a new flow, but when it comes to validating the test, and starting the settings does not load the test is only on this screen, I need help
Need Help With Creating Custom Function in Zoho Flow that will Create Merge Document from Template and email it
I have a Flow that gets triggered every time a deal is updated. When the deal goes to Zoho Flow, I want to use the fields from the deal to create a document using a merge mail template. I already have a Merge Template. I just need to have a custom function that I can use in Zoho Flow to tell the merge template to create a document from that template, pulling in the merge tags from the deal per the template specifications. I then want the custom function to email the new merged document to an email
When "Send Invoice" Action/task, there is no item to specify which template to use
Hi, I am using the "Send Invoice" task from Zoho Books in my flow. I am not asked which email template I want to use. This makes no sense as depending on the situation, the email template I would use could vary greatly. Please add an option/field for us to say which email template should be used (from Zoho Books Email Templates) when sending invoice from Zoho Flow.
Gmail app doesn't allow me to send emails from my alias
when I choose the action "Send Email" from the Gmail app and make a connection, it will only allow me to send the email from the primary address. It does NOT allow me to send the email from addresses that are aliases. Why? This is the only gmail app I've seen that does not have functionality built in to accommodate sending emails from alias accounts. Please enable functionality to do so. Maybe create another field that says "senders address" and validate against primary to see if it is an alias.
Email Notification of the new Lead creation using App Trigger
Email Notification of the new Lead creation using App Trigger : You need to login your ZOHO Flow portal and follow below steps to send Email Notification on New Leads creation using App Trigger.
Convert Lead changes record owner
Hi, When I convert a lead into a Contact and a Deal using Zoho Flow, it changes the Record Owner. No matter who the Lead Owner was, it all gets assigned to ''Denis Robitaille''. In Zoho Flow, I see that the ''Convert Lead to Contact'' action does not have any options regarding record owner. (See Screenshot) I guess Zoho Flow automatically assigns a default record owner. I tried converting lead from within Zoho CRM through a workflow rule, and the lead Owner correctly gets passed over to Contact and
Problem using Flow to update a Creator record when a task is closed in ZohoCRM
Hi I have put together an app in Zoho creator which manages customer cancellations. One of the creator workflows involves creating a task for a colleague when a new cancellation form record is submitted. This works fine and the task fields include a field called "CancellationID" which is the ID of the creator record. I have set up another workflow in creator using deluge code so that when a field in the Creator record called "Status" is updated in Creator ( subject to certain conditions)
Creating a subtask in Zoho Sprints
Hi there, I would love to create subtasks based on tasks I automatically created in Flow. Example: Trigger: When a new Sprint in Project P ist created - Create a new Task T -- Create a new Subtask ST of the Task T Thank you very much
Sendy autoresponder
Hi there Any way to get https://sendy.co/ added in as a flow option Sendy is a great autoresponder and currently has options available by zapier - but would love to use zoho for this instead
resivo un webhook de zoho flow y no se como darle respuesta con el siguiente json {"fulfillment Text ": "Text"}
dialogflow me enviando datos al webhook, hago busquedas en mi aplicación de zoho y al final de mi flujo necesito darle esta respuesta a dialogflow ... no se como configurar la respuesta del webhook! como se hace? esta es la respuesta que necesito enviarle de vuelta al diálogo flow despues de ejecutar mi flujo {"fulfillment Text": "text"}
Zoho Flow and Mailchimp
Zoho Flow can fetch custom fields from Zoho CRM, but I want to send them over to Mailchimp for list segmention purposes. It appears that Mailchimp will only receive a static 5 or so fields from Zoho Flow (no option to add custom fields). The desire is to build the list segments inside of Mailchimp based on field data from CRM. Am I missing something key? Or is there a better way to achieve this? SyncApps is too pricey and the Zoho Marketplace extension doesn't allow us to bring over custom fields
Create Zoho Inventory Sales Order for new Zoho Books Purchase Order
I have 2 organizations, and I need a Flow to create a new sales order in Zoho inventory from company A, when a Purchase Order is made in Zoho Books from company B
Flow - custom functions - invokeurl - access denied
Hi, i'm new on zoho and i'm trying to poc it. my call : bool create_subscription(int subscriptionId) { response = invokeurl [ url :"https://swapi.co/api/people/1/" type :GET ]; info response; } I got the following error: Execution exception : 'Time out : 'SocketTimeoutException'' au numéro de ligne 5. Résolvez les erreurs et réessayez de l’exécuter Anyone could help me please? Thanks, regards,
No response to ticket, Invalid Contact ID error on all flows
I've had a ticket open for almost a month now (#33795135). No one has replied since the first email asking for me to turn on developer access. Is anyone supporting this anymore? We have two simple Flows (Onboarding and Offboarding) that make Zoho Desk tickets from new rows in Google Sheets. They suddenly started throwing "Invalid Contact ID" errors even though nothing had been changed. I can't for the life of me figure out how to fix this, and Zoho's own instructions on how to avoid this error
Setting taxes for create invoice in Zoho Books with Zoho Flow
Hi, A member from Zoho support team told me that I could not set taxes for a Zoho Books invoice created by Zoho Flow. He mentioned something about API v2.0, or something about Books' "Line items" not being supported by Zoho Flow as of yet. I just wanted to confirm. Is there a way to have taxes for an invoice created in Zoho Flow? For information, our invoices are created in Canada. Thank you, Vincent
Adding Current Date to Zoho Creator Record with Flow
Hi- Trying to set up a flow that will send components of a GMail to a new record in Zoho Creator. Is there any way to set a date field in the ZC form as zoho.currentdate, which is a deluge system variable in Creator. Thanks!
Answers zoho survey, Custom Variables, to zoho connect (task)
Hi, I'm wondering if it is possible to show the answers from the "Custom Variables" of my zoho survey with zoho workflow in mij zoho connect board? I know it is possible to show the "normal" answers from the zoho survey with Work Flow in my board. I'm looking forward to the answer, thank you in advance, Joost
Include a "Generic" App to extend Zoho Flow possibilities to any API
I have a suggestion. What if Zoho includes a "Generic" app in Zoho Flow which is able to accept a generic trigger signal from any source API and also able to do a generic action to any destination API. This should dramatically extend the integration possibilities of Zoho Flow, and it will also help Zoho Flow Team to monitor which external services Zoho Flow customers use through the "Generic" app that are not included in the list of Zoho Flow apps yet, so that the team can evaluate whether a new
adding integrations
Good afternoon. Sorry for the stupid question, but can I add the integration of my application in flow? Or somehow send events from your service?
Tagging Deal emails in SalesInbox for filtering purposes
Hello, I have a paramount request for Zoho integration with my emails. Is there a way to tag emails by deal name within Zoho SalesInbox so that all emails pertaining to a specific deal are in one location? For example, tagging emails with the deal name to make the emails easily filterable. Specifically, a single contact may be associated with several deals but I don’t want to see all of the emails associated with such contact in the same place. There does not appear to be a way to associate emails
Working on a connection between Zoho Projects and Zoho Calendar
Hello, I'm trying to configure a flow between Projects and Calendar to create a new event in a group calendar when i create a specific new task. I've tried a lot of things but no one worked. Could you please help me ? Thanks
Zoho CRM API Limits Still Apply
Hi, i wanted to do some integrations on tickets, however the API limit of CRM and Desk is very low, does flow bypass those limits?
Albacross and SalesIQ
Hi We really really REALLY need some connection between a reverse IP lookup service like Leadfeeder, Leadforensic, Albacross or Jumplead and SalesIQ This is the number one wish form many SalesIQ users (ClearBit is NOT an option price wise) If only Flow could match up Its from SalesIQ and Company Names from one of these Reverse IP apps we would be there.
Zoho Recruit - People
Hello, Since Zoho One subscription does not support candidate conversion from Recruit to People, I am creating a flow to add candidates from Zoho Recruit Candidates Module to a custom module I created in Zoho People but the Flow is not working. This is a simple flow where a record is added based on the candidate status. No history is showing in my flow! Please help.
Send a trigger/webhook to Zoho Flow when I send a Lead in Zoho an email
Hi, I want to close out all tasks on a lead when an email within Zoho is sent to that lead. But I can't figure out how I can use sending an email to a lead within Zoho as a trigger. Is there a way for me to send a trigger/webhook to Zoho Flow when an email is sent to a lead? Any other way that this can be accomplished?
Can't handle the response of subform fields?
I have created the flow for create contact in Books when New record is created in Zoho Creator. When mapping the fields for Books contacts, I can't find some subform fields and also I can't parse the response of the subform field( e.g. [{Added_Location=, contact_account=Only Test Cuber, title=, Modified_User_IP_Address=157.50.245.248, primary_contact_for_accounts=false, Delivery_Contact=false, internal_client_id=6002122438, vendor=false, mobile_phone=, delivery_setup=, Added_User=zoho_frank1111,
Inventory Item Data to flow to CRM Products
Hi Team I have created a flow that when an Item is updated in Inventory the changes flow immediately to CRM Products. It works very well but I cannot seem to get the Inventory item "Preferred Vendor" to come through to CRM Products "Vendor Name". Can someone please assist me in getting this to work thanks It would be a great help as its the only field I can't get to work Cheers, Greg
Using a record created in a flow, in the same flow
Hello! I am trying to build the following flow: When a new google form is submitted (the trigger is through sheets): * check if it was submitted by an existing client - if so, add entry to a custom module, and connect it to the existing client (using lookup field and the contactID ). * if the customer does'nt exist, create one, and then create the custom module entry and connect to the newly created contact. The problem is that when a new contact is
"Field Update" in a particular module as trigger
I have quite a few workflows I would like to create, which would be triggered when a certain field in one of the other apps (Zoho CRM's Cases, for example) is changed. I can't find the way to do it. Currently, as a workaround, I set triggers when module is edited, which triggers way too often creating way too many actions and call, and it's providing inaccurate data. I was wondering if Field Update triggers are possible in Zoho Flow, the way they're possible in Zoho CRM's Workflow Rules?
Check if There are Any Active Tasks on Lead Before Creating New Tasks
Hi, I am working on creating a flow such that the trigger will be a task being completed. I want to create a new task very time a task is closed but only if the Lead on the task being closed has no more additional open tasks. I am having a hard time running a check/search on the Lead associated with the tasks that was just closed to see if they have any open tasks. Is there a custom function I can write to check the number of open tasks on a lead? Any help would be much appreciated
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