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?
Using a Webhook as an Action
I have been able to setup where I can use a webhook as a Trigger, but I am wondering how I can use a webhook as an Action. In the Zoho Flow Builder when using Zoho CRM as a trigger, I do not see a way to invoke a URL to POST json data that can be used
Backup flow, see change log / history
Hello, I would like to know, how flows can be saved, copied and tracked. If I work on a Flow with multiple other colleagues we need to see the Changes made by others. Is there a history, changelog or something else? Also we need to backup/import flows
Pre-created Popular Zoho Flows returns with 404 Error
Your popular Zoho Flows are returning with a 404 page error. This applies to all work flows in your Gallery Space. See video here for further clarification. When will this be fixed? https://drive.google.com/drive/folders/1kDl4ni5EQeLHWeaoIDdtRqoUbW8FNLfO?usp=sharing
Automating Daily Lottery Result Publishing with Zoho Creator or Flow – Any Best Practices?
Hello Zoho Community, I run a results-based informational website in Brazil called CaminhoDaSorte.com, where we publish daily Jogo do Bicho results. Right now, we're doing this process manually every day — but we’re looking to automate the backend using
Zoho CRM & Eventbrite Integration Not Working
I have integrated Zoho CRM to Eventbrite via Zoho Flow. This flow is for when an attendee is added in eventbrite it creates a lead in Zoho CRM. I have correctly placed all values but still getting this issues "Zoho CRM says "Invalid input for Email. The
Email Alerts with Affected Flow Details When Deprecating Modules in Zoho Flow
Dear Zoho Flow Team, We would like to request an enhancement to the module deprecation process in Zoho Flow. 🧩 Current Limitation: Currently, when a module is deprecated by the Flow team: No email notifications are sent. There is no automated way to
Zoho Flow triggers not working
Hi , I have set up a flow which triggers when a new record is created in a Zoho Creator app. This flow works great when I initiate the flow with "test and debug". However the flow does not trigger in live mode. I have tested all the connections used
Missing Payload Details
Hi All, Does anyone know how to fix missing webhook payload data in the next step of the flow? Payload comes into the webhook -- All details here When i go to use the webhook data in the next step -- the majority of the payload data is missing
Numeric options in Decision
Zoho really needs to add options for numeric comparisons in the Decision action. These are the ones that should be implemented: Greater than Less than Greater than or equal to Less than or equal to Equal to (although this is actually handled already)
How to read content out of File (Excel, Zoho Sheet, CSV) and iterate through rows
Hello, I'd like to be able to iterate through all the rows in a CSV or Excel/Zoho Sheet file to perform actions on them. How is this possible in Flow? Thanks in advance! Best regards, Sven
Import CSV file into Zoho CRM using Zoho Flow?
Is there a way to automate the import of contacts from Zoho Flow to Zoho CRM? I have a csv file on a remote server that I would like to pull off and import/update on a schedule. I know you can do it with Zapier but I would like to stay within the Zoho
How to store API keys in zoho?
Hi everyone, I'm currently building an integration using Zoho Flow and I need to securely store several API keys that will be used to make external service calls from my flows. I would not like to hardcode the values in the code of custom function. What's
Flow not working when trying to Create a Merged Doc with info from a custom CRM module w/ subform
I am having a problem creating a flow that gets its info from a webhook connected to a button in a custom module in Zoho CRM. I have made a template in Writer that follows: This is a clone of the template in the CRM mail merge which works perfectly if i do it manually through there. My flow gets the custom module entry id through a webhook, then fetches the module entry data, and creates a merge document from that data. I know the webhook and the fetch work because if i replace the "create merge
Create Tasks in arbitrary Zoho Project triggered from CRM [Zoho Flow]
Community, hello What I'm trying to do is to create a Zoho Project when a Deal is created in CRM and then to be able to add tasks to this Project also from Zoho CRM with the trigger (Blueprint/ Workflow). I succeeded in creating Project using Zoho Flow,
Create Tasks in arbitrary Zoho Project triggered from CRM [Zoho Projects]
Community, hello What I'm trying to do is to create a Zoho Project when a Deal is created in CRM and then to be able to add tasks to this Project also from Zoho CRM with the trigger (Blueprint/ Workflow). I succeeded in creating Project using Zoho Flow,
Zoho Flows
Basically I can't build a connection that works between Excel on OneDrive and Zoho. I wanted to have 1 flow checking on a row added to an excel file and then intiate an import of that row. I'm doing that manually now and thought that this could be automated.
Unable to create a download link for an uploaded Workdrive File
Hello, I have some custom logic that is working fine to load image files into a Workdrive folder. I'm not having much success however in being able to then set the file as downloadable and retrieving the download link from my custom logic. My code for
Create Zoho Project and assign a contact without account
I’m trying to automate the creation of new projects in Zoho Projects using Zoho Flow. In my setup, I often need to assign projects to individual contacts who don’t have an associated Account/Company in Zoho CRM—just a personal contact. When I create a
[Zoho Flow] Problem using "Send document for signing"
Hi, I get the error "Zoho Writer says \"An Internal Server Error occurred while processing this request.\"" cant understand what exactly the problem is. Any ideas? Thank you KR, Victoria
Attach file uploaded via Zoho forms into CRM
Hi everyone, facing currently the problem that I like attach uploaded files from Zoho Forms into Zoho CRM. My approach was to use Zoho Flow but when using the Zoho Forms trigger, I receive the files in this structure: https://forms.zoho.eu/api/form/Testform/formperma/XXXXXXX/resthookdownload?filepath=/Testform/FileUpload1/12312312_Test_PDF.pdf
Entry created or updated - not getting all fields
I have a flow that fires on an entry being created or updated in a custom module in CRM. It is only supposed to proceed if a particular field is false and once fired, immediately updates that field to true to avoid running multiple times. For some reason,
Add Desk Account comments using Flow
The triggers and actions for Zoho Desk available in Flow are quite extensive, but I don't see anything related to Account-level Comments. There are actions to add comments to Tickets, Contacts, Tasks, and Topics, but nothing for Accounts. Am I missing
Fetch function not working for CRM Contacts
I've created a flow that checks if a contact exists in CRM (based on form input), and if it does, then it updates one of the fields for the contact. In my test, the fetch function correctly identifies that a contact exists (based on email address), but
Add Sequential Processing Option in Zoho Flow
Hi Zoho Team, I hope you're doing well. We would like to request a new feature for Zoho Flow: the ability to configure a flow to run in Sequential Processing mode — meaning, each instance of the flow waits until the previous execution is fully completed
Zoho Flow connection to Zoho CRM
I connected to Zoho CRM when I test it, but when I save that step in Flow I get this error. {"code":"INVALID_URL_PATTERN","details":{},"message":"Please check if the URL trying to access is a correct one","status":"error"} Hopefully someone has an idea
New Action Requests
Hi, Is there any chances to get the new actions requested at all? I have made a few requests but never heard back from Zoho about them. I assume that developing them take time but is there any support that can provide some update? Thanks
Zoho Flow to Azure Devops
hi, i'm getting this when trying reauthorize the connection from Zoho Flow to Devops but when i look in Devops there is no service connection related to Zoho So i do not know where i have to renew the mentioned client secret..
remove()function to remove characters
Hi there, I'm trying to use the remove function to remove characters from a variable. I have a Lead source that comes in as [Google] or [Facebook] etc. in Flow I need te to remove the square bracket. Tried a function that looks something like this: string
Unable to create a Zoho Desk ticket from a call in Zoho CRM
I want to create a Zoho Desk ticket when a new record is created in the Calls module in Zoho CRM. However, I get the following error message when trying to test & debug: We are unable to setup Zoho CRM. Please try again or contact us for further help
Way to export / import a Flow between different accounts?
Hi, I developped some flows in my account and see that for some other organisation I'm working with, they would need the same or similar flows. Is there a way for me to export one flow from one account and import it to another ? This would be handy, as
Access a field from incoming webhook Zoho Flow
I would like to further process an incoming webhook in zoho flow. How can I access a field in the script / custom function. I tried this in many variations but not working: exfield=${webhookTrigger.payload.AnalyseErgebnis}; I would be very grateful if
Add Pre-Trigger Filter Capability for Webhook Triggers in Zoho Flow
Dear Zoho Flow Team, Greetings, We’ve been working extensively with Zoho Flow and appreciate the flexibility it offers for automation across our tools. We’d like to request a feature enhancement specifically related to Webhook triggers: Use Case: Currently,
Parse JSON payload containing array
Hello, I have a flow which receives a json payload (as a webhook). I need to set a variable (using the zoho Flow "Set a variable" module) which gets data from the json payload. It works as long as I refer to json objects properties, even with several
Add Comment/Notes to Each Action in Zoho Flow for Internal Documentation
It would be great if Zoho Flow could introduce a field to every action where we can make an internal note about why we are doing something with a specific action. This is especially helpful if more than one person from the organization handles automation
Como se guardan las imagenes que se cargan desde el Zoho Forms a Drive o Workdrive
¿Cómo puedo usar Zoho Flow para tomar un archivo subido en un formulario de Zoho Forms, extraer su ID de la URL y luego copiar ese archivo a una carpeta específica en Zoho WorkDrive de manera automatizada?
Zoho Flow - Create CRM Meeting - Expected input type is jsonobject
I'm trying to use the Create Module Entry action in Zoho Flow to create a meeting in Zoho CRM. The participant field is throwing an error during debugging: "Zoho CRM says "Invalid input for invalid data. The expected input type is jsonobject." I've tried
Cómo guardar datos de subformularios en filas individuales en Zoho Sheet o Google Sheets
Hola comunidad, Estoy trabajando con un formulario principal en Zoho CRM llamado Clientes, el cual incluye un subformulario llamado Productos (máximo 3 productos por cliente). En el formulario principal tengo los siguientes campos: Cliente Teléfono Correo
Getting "Invalid input for Email. The expected input type is email." while integrate Eventbrite & Zoho leads with Zoho Flow
I'm Getting "Invalid input for Email. The expected input type is email." while integrate Eventbrite & Zoho leads with Zoho Flow The JSON code is attached
How to make one code flow run for multiple people in the org
Hi Folks, I have built a flow to transfer a Zoho calender event as Zoho CRM module record. The code works perfectly as needed. But the issue is I want the same functionality for others in our org. It is showing only my calendar in the selection trigger.
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