Multi-Select Flow Between Modules
Hi, I have a Multi-Select Fields in my "Clients" module in Zoho CRM. Whenever that fiels is created or updated, I want it to reflect a similar field in my "Enrollments" Module -- so they match. I keep running into JSON errors for some reason. The main
How do I use Deluge to search a Ticket by its Account?
Usecase: with Zoho Flow, my task is to filter Tickets in Zoho Desk based on a few criteria and then use that information to edit and invoice in Zoho Billing. To achieve that, I'm using the Deluge search API to get all tickets from each Account (our clients)
Zoho Analytics Triggers & Action Deprecation - Why So Much Manual Intervention Needed?
I understand that APIs evolve and that updates need to happen. However, the way that the Zoho Analytics update is being rolled out is making life on users very difficult. First of all, the whole idea of forcing users to manually reconstruct Flows with
How to extract URL parameters with Zoho Flow
Hello, I try to extract different parameters like UTM and Ads platform id like MSCKLID. Ex. mydomain.com/?utm_source=1234 They aren't necessarly all filed due to the usage of different platform. I have a field with the URL in Zoho CRM I have individual
Having an issue with the Entity ID
I am constructing a flow where an event is scheduled in Acuity Scheduling and some details are added to a note in the deal. The flow is as follows: Acuity Event Scheduled > Fetch Deal > Add Note. The input and output for fetch deal works and the input for "add note" works as well. On the "add note" output I get this error, "the related id given seems to be invalid." When creating the flow there is link to a help article showing where to get the Entity ID: https://www.zoho.com/flow/help/zoho-crm.html#working-with-the-add-notes-action
How do I check when a date field in Zoho Projects has been changed from a flow?
I am trying to create events in a shared Outlook calendar based on a custom date field in Zoho Projects. And I have a trigger to create the event with the date from this field when the project is created. But if this date changes in Zoho Projects, I need
Zoho Flow custom functions "Error occurred while processing this request. Contact support for more details"
Any ideas why this is happening? Zoho Flow custom function...
Add Action to Remove/Delete Users in Jira
Hi, I hope you’re doing well. I noticed that Zoho Flow currently allows the creation of users in Jira, which is great. However, there is no option to remove or delete users from Jira through Zoho Flow. This limitation can be challenging when managing
Zoho Flow - Can not reference Zoho Analytics query table in Zoho Flow
I've created a Zoho Analytics query table and would like to add data from that table to another Zoho Analytics table on a daily basis using a Zoho Flow. It seems, when building my flow, my query table is not include in the list of available tables. Is
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
Invalid SupportPlan ID Create Contract error Zoho Flow to Zoho Desk
I get the following when trying to create a contract in Zoho Desk from a webhook from Zoho Flow. "Zoho Desk says "Validation failed for the condition : Invalid SupportPlan ID""
Calling Flows from other flows
Hello, I have to manage multiple flows, triggered by different webhooks. I noticed that all of them have common blocks (creating a CRM account or updating the account accordingly plus addind notes and tasks). I would like to optimize the flows. My idea
Enhance Zoho Flow's Jira Integration
Hi, I hope you're doing well. We would like to request an enhancement to the Jira integration within Zoho Flow. Currently, Zoho Flow allows us to create and fetch users in Jira, but it lacks essential functionalities related to user management within
Shipstation Flow
Hi, I use Shipstation for my shipping needs. Because Zoho doesn't connect to WooCommerce and Walmart, I don't have records of these orders in Zoho Inventory. Can I have the orders from these two marketplaces be sent to Zoho Inventory once they are shipped
Reporting Tags for Zoho Books Integration
When adding or updating a customer in Zoho Books via Flow, I cannot see how to add/update the reporting tags for said customer. Is this a shortcoming in Flow, or am I missing something. If it's not currently a feature, I would propose adding it. Flow
Gravity Forms, JSON, Webhooks and Zoho Flow
I have form that I use to populate a Module in Zoho CRM. When the data is sent back from Gravity Forms, it's sent back in this format (I've cleansed the data for privacy): {
4 : "email@email.com",
5 : "+61999999999",
6 : "emai2l@email.com",
Message as a bot to user now says: "The message recipient id sent in the API is your own user id. You cannot send messages to yourself."
Hi I used to be able to have a bot message myself in cliq when something happened . Now the connector Message as a bot to user gives me this error when testing: Zoho Cliq says "The message recipient id sent in the API is your own user id. You cannot
Zoho Flow reads record Tag as number instead of text string. How do I change it?
I have experience with flow and have a number of them working. This flow is supposed to add a record in a custom module when a Contact record is edited or created with a specific tag. Trigger criteria is "Tag contains 'Athlete' ". However, the flow does
Regarding Zoho flow trigger when zoho table record update
So I'm setting up automation to sync between Zoho CRM and Tables using zoho flow now I setup trigger when I update record in zoho tables and test it and in payload I got object of ids like key is id of each colum and that's fine but main problem is I'm
UI / UX Suggestion: Allow Users to Set Colors of Flow Steps
For those of us who set up complex Flows, it would be nice to be able to color-code different paths / branches for easier future interpretation or troubleshooting. This could take a variety of forms, either highlighting the textual name of the step or
Add Ability to Designate Decision Branches as "Error Branches"
Zoho Flow gives the ability to track down, troubleshoot, and fix errors with the Status and Filter dropdowns in the History tab. This works well for when a "normal" Flow action registers with an error. However, there are other times where it would be
Marketing Automation : Adding to existing Lead Score
I want to be able to add a score to an existing ZMA lead however I can't find the field in the "Fetch Lead" action that contains the existing score. There is an action for Add lead score, but that's not clear if it overwrites the existing value or adds
Link project tasks to tasks in CRM and/or other modules.
Hello, I have created and configured a project in Zoho Projects with a set of tasks. I would now like to link these tasks (I imagine according to the ID of each one) to actions in the CRM: meetings, tasks, analytics). The aim is to link project tasks
Add Google Workspace Module to Zoho Flow
Dear Zoho Flow Team, I hope this message finds you well. We’d like to request the addition of a dedicated Google Workspace module in Zoho Flow. Currently, there are no triggers or actions for Google Workspace, which limits our ability to integrate and
Flow with CRM
Hello, I have a simple flow that uses a web hook to enter data into a Sales Order. I have the web hook sending Flow data which has a PO field. If the PO has a special character like - or / or \ the task fails. How can I get the flow to be okay with the
All Tasks Queued for Last 3+ Hours
How does one resolve this? All of my tasks, from many different Flows, are stuck in the "Queued" status. This is interrupting my business processes, which depend on the timely execution of automations.
Add an action to set agent as a member of a team in zoho desk
Hi, Please add an action to zoho flow to set agent as a member of a team in zoho desk (add to a team or remove from a team). Regards, Ram
Kudos to the Zoho Flow Team!
Hi Zoho Flow Team, Way to go on the new design—it looks fantastic! We especially love the festive touch with the Christmas decorations. It's a delightful and thoughtful addition that brings a bit of holiday cheer to the experience. Keep up the amazing
Extracting data from cells in zoho sheets for zoho books
I am currently uploading my bank statment in excel format to zoho workdrive. I would like flow to extract certain data and send it to zoho books. Would scripting in zoho flow be able to help me with this? By this I mean should I attempt this in zoho flow
Update Zoho Flow on Sprint Work Item Status Change
Hello, I've contacted Zoho One support but have been unable to help in a timely manner, so I'm asking the community. I want to start using sprints, but I'm having an issue. I need to post updates to Slack when a Work Item has a status change. My understanding
Integration with Moodle
Greetings, I hope find all doing well and safe. I've recently returned to using Zoho Flow after a break and was hoping to connect my WooCommerce store with Moodle, the world's most widely used learning management system. My goal was to automatically enroll
Syncing Cliniko and GoHighLevel Calendars
We have a client and we are using the GHL calendar for bookings. However, she has her own booking system and she got a double booking, since she has 2 different calendars. I want to integrate Cliniko with Zoho to enable GHL functionalities. I want to
Unable to create a new request in ServiceDesk Plus (Cloud) from Zoho Flow
I have an action set up to create a new request in ServiceDesk Plus, but it fails with a strange error. "ServiceDesk Plus Cloud says "Error Code :\n4001, Error\nMessage :Unable to parse the given data for id ,\nField :id , Type :failed"" But there's no
Zoho Books Invoice Salesperson: requires ID but there is no "Fetch salesperson" action
Hi, I am trying to attach a Salesperson to a Zoho Books invoice. In Zoho Flow, the salesperson field required an ID. However, I only have the salesperson name, I need to fetch salesperson by name and then provide the ID. There is no option to fetch salesperson...
the expected input type is jsonarray
I keep getting an error when creating a record in CRM via a Zoho Form. CRM has a pick list field "Type". All Form entries from this form will ALWAYS be "Volunteer", therefore we do not ask them what their Type is. I am trying to use Set Value to create
(MAJOR ISSUE?) Chat GPT integration. Wrong endpoints in API integration for embedding models.
There seems to be a issue with the API endpoints with the ChatGPT, Zoho Flow integration. When using the model 'text-embedding-ada-002' the endpoint should be v1/embeddings but instead it's v1/chat/completions. Here's an example of the history on a failed
Create WorkDrive Folder with specific Sub-Folders when new Zoho CRM entry in "Accounts" Module
So, my flow creates a WorkDrive Folder in the required Team Folder, but I want the same flow to create four Subfolders within the new folder. Man, Woman, Boy & Girl sub-folders I was looking at this below but how do I identify the new Parent folder as
Zoho Books says "Please ensure that the "webhook_name" has less than 50 characters."
I have a custom module on Zoho Books that creates a customer trip record. It has a customer field to link to their account information. When these entries are created, I want to fetch this customer's information so I can put the selected customer's address
How to lookup What_id to create a task in Zoho CRM?
I'm trying to create a task in Zoho CRM by creating a new module entry. I'm getting an error: "Zoho CRM says 'required field not found'. Check the input for What_Id and try again." I'm assuming the What_Id is the "Subject" in the create entry task. I
Feature Request: Export\Import Flows
Hi, As A Zoho Systems Builder and implementer, I Like Working With this great tool! Makes my automation work a lot Easier! Thanks! It would Save me a lot of time if I would be able to export And import flows (To JSON).
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