Tip #61: 5 different ways to create Cards in Qntrl

Tip #61: 5 different ways to create Cards in Qntrl



Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning to end. The details to be collected in a Card is designed as a Form while building the Orchestration. Learn more on the detailed steps to building an orchestration.
 
There are one or more ways of creating cards in Qntrl. Let us discuss these in detail.
 

1. Cards tab

‘New Card’ button in the Cards tab is the generic and straight-forward way to create cards in Qntrl. On clicking this button at the top right corner of the Cards tab, you will be rendered a form to fill in the card details. Once you provide the details and click Save, a new card gets created in the orchestration. Learn more about Cards and their functions.
     

 

2. Public Forms

Users who are not a part of Qntrl or your Qntrl organization can create cards in Qntrl using Public Forms. Every public form has a Form Link that can be shared with external users to enable them to create cards. Hitting this link will render a form that can be filled with card details and submitted to Qntrl. Learn more about creating public forms and sharing them externally.
     

 

3. Email In

Another method for external or internal users to create cards in Qntrl is by emailing the card details to Qntrl. Each orchestration has a unique Email In ID to which you can email the card details, which will in-turn trigger card creation. Learn more about how the email data is mapped to cards and other advanced options.
     

 

4. Webhooks

Webhooks are HTTP-based callbacks configured to perform predefined operations when specific actions take place in Qntrl. Qntrl’s API methods can be used in Webhooks to create new cards and the card details can be mentioned as webhook parameters. These Webhooks must later be triggered from Blueprints or Business Rules. Learn more about webhooks and their properties.
     

 

5. Custom Functions

Custom functions allow users to code and execute their own program snippets, called functions, to customize and automate operations. Qntrl provides a predefined custom function for creating cards which is available in the Function Gallery. Simply configure this function with your organization details and trigger it from Blueprints or Business Rules. Learn more about managing custom functions . Check-out the other predefined functions available in Function Gallery.
     

 
We hope this article is helpful in briefing the different ways to create cards in Qntrl. If you have any suggestions or queries, do email us at support@qntrl.com.
 
     
    • Sticky Posts

    • Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly

      Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them.   Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates
    • Qntrl's 2023 year in review

      This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This new
    • Tip #61: 5 different ways to create Cards in Qntrl

      Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning
    • Tip #17: Stay informed of significant business impact using Orchestly

      With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates.   Orchestly recognizes such requirements and provides adaptable solutions for all business
    • Onboard faster with Orchestly's Tutorials

      We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly.   Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management.   We're looking forward to document more customer-centric
    • Recent Topics

    • Subform data to Sheets

      I have been trying to setup a Zoho Flow automation to bring any Subform input to a Zoho Sheets but it seems impossible to post the subform entries to a Zoho Sheet. Is there any way to do it via Zoho Sheet API? https://www.zoho.com/sheet/help/api/v2/#CONTENT-Insert-row-with-JSON-data
    • Voiding of Invoice

      What's the implication in GSTR 1 and GSTR 3B when an invoice is voided?
    • Search WorkDrive File Contents from Creator

      Good afternoon, I am building out a Creator app where I want to allow users to input search terms from Creator that will return the appropriate files that contain those keywords from their Creator search. Is this possible?
    • execute workflow when a package is create

      hji, there is a wey to make a workflow when a package is sended o created ?
    • Adding string / text fields to modules

      I'm working on a custom leads module with a layout for call center agents.  I need to add text fields that are for display purposes only to prompt call center agents.  I haven't found any way to add a field in Zoho CRM that doesn't accept input, ie. is
    • Looking to Hire: Zoho Creator Developer for Vendor Dashboard Portal

      We are a Florida-based licensed liquor distributor using Zoho Books, Inventory, CRM, and Analytics. Many of our vendors are also our customers. We’re looking to build a centralized, secure Vendor Dashboard Portal in Zoho Creator that gives access to real-time
    • Automate Zoho Meeting Creation via Blueprint (Leads & Accounts)

      I need help automating Zoho Meeting creation during a blueprint transition in both the Leads and Accounts modules. Requirements: Triggered via blueprint Read meeting start time (DateTime field) and internal participants from CRM Create Zoho Meeting via
    • BCC Dropbox on the Agency Module

      Good morning! We've recently implemented the BCC Dropbox feature on our Zoho CRM, but this only appears to be working on the Leads and Contractor (Contacts) modules. It would be incredibly useful for it to work on our Agency module too as a way of tracking
    • Support for Transparent, Shadowless Panels in Zoho Creator Pages

      Hi Zoho Creator Team, Hope you're doing well. We would like to request more design flexibility in Zoho Creator, specifically the ability to create panels with no background, border, or shadow. Use Case: In our app, we’re designing a dashboard that uses
    • Display Company Logos in Pipeline View

      To improve deal management and enhance usability, we propose adding the option to display the associated company's logo directly in the pipeline view. Currently, users can only see the deal owner's avatar, but having the company's logo would make it easier
    • Using IMAP configuration for shared email inboxes

      Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
    • Data Model - CRM Adjusting size of Entity boxes

      (Sorry if duplicate, previous post seems to have disappeared.) I am viewing the Data Model for CRM, and while it is great to see such a model, there is an obstacle. Many of the entities show only a subset of their fields. The entity boxes have scrollbars
    • Symlinks not working

      Hi all - we're finding symlinks placed inside WorkDrive connecting to fodlers doesn't work. Anyone else seeing this?
    • Do "shortcuts" or symlinks exist in Workdrive?

      I need some kind of link or shortcut to put into folders that point back to original files or folders, is there any way in Workdrive to do this?
    • Quoted item subform setup button missing to add back unused field. (Zoho CRM professional edition)

      With Zoho CRM professional edition, understand that we couldnt further customize subform. But i notice there is no setup button for me to add back unused field that i accidentally removed (Tax field). it doesn't appear on left panel unused field as well.
    • Zoho Analytics API Call With Pagination

      Hi, I have fetched data successfully from zoho analytics using https://analyticsapi.zoho.com/restapi/v2/workspaces/<workspace_id>/views/<view_id>/data? with a thrid-party tool postman. But i wanna know if i can use pagination with this api, like can i
    • Can't click 'Read More' button in Message module in Zoho CRM

      I can't click the 'Read More' button because it is covered by image name like this but it is covered like this please fix it since it is really really crucial https://crm.zoho.com/crm/org856669456/tab/Messages/6335480000033403311
    • Issue List Export

      When viewing all Tasks, there are options to filter the list and export. With the Issue list, I can filter, but not export the list. Is there somewhere else to go to get an exported list of filtered issues?
    • How to find the number of companies within contacts

      I'm trying to track our database growth and want to find out how many companies we have in our database. is there an easy way to do this?
    • Estimating Project Costs in Zoho Projects – Based on Hours and External Costs

      Hi everyone, I'm currently setting up a project in Zoho Projects and working on implementing a budgeting structure. I’ve already enabled cost tracking based on hours logged to tasks, but I’m looking to expand this to estimate total actual costs, based
    • HTML formatting in task comments

      A few people have asked about using color-coding, bullet points, numbering, bolding, or italics in task comments. Is this a planned feature for the future?
    • Unified customer portal login

      As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that
    • Zoho Payroll's USA and KSA editions are available in Zoho One!

      Greetings! We’re excited to share that Zoho Payroll, currently available only in India and the UAE, is now introducing the KSA (Kingdom of Saudi Arabia) edition and the USA (United States of America) edition, and these editions are now available in Zoho
    • Introducing Version-3 APIs - Explore New APIs & Enhancements

      Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,
    • Create and save user-specific filter views with Zoho Sheet

      The filters in Zoho Sheet have become even more collaboration-friendly. Previously, whenever you filtered any data, the filtered view will be updated for all the spreadsheet collaborators. This disturbed the data for others working on the same file. With this new update, you can apply data filters without altering the view for other collaborators in the file.   Collaborate with user specific filters   Let us say you are working on a sales report spreadsheet in real time with two remote colleagues. If
    • Unlock More Power with Zoho CRM's Enhanced Saved Filter Limit

      Dear Customers, We're happy to share some wonderful news for our valued users in the Enterprise and above editions of Zoho CRM. You must already be aware of the "saved filters" feature in Zoho CRM. Saved filters are custom search criteria that you can
    • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(4/24)

      ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 4月開催のZoho ワークアウトについてお知らせします。 今回は初めて渋谷にて「リアル開催」します!! ▷▷詳細はこちら:https://www.zohomeetups.com/Zoho20250424 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、
    • An update to improve email delivery | Email Authentication & Relay

      Update Rollout For Trial Users (signed up on or after April 8, 2025) If your email-sending domain is not authenticated, all emails will be sent from Zoho Recruit's authenticated domains by default. This update is now live across all data centers. Once
    • Zoho Finance Limitations 2.0 #15: You can't filter any Sales Orders by their SubStatus in CRM or Analytics.

      All our sales orders move through various stages and it's nice when you can filter by open orders in "50% Building"  or "100% - Built" however this is not possible in CRM finance. It's a basic feature within native CRM using a picklist. My go to was Analytics,
    • Why ZOHO Function Can't Read Custom Field API In Quotes Module (Subform)

      I’m using a Deluge function to transfer data from a subform in the Quotes module to a subform in the Accounts module. Everything works except for a custom picklist field in Quotes—no matter what I try, the Zoho API can’t read that field ("Status_sb").
    • 10 workflows automatisés pour booster votre conversion

      Le parcours client n’est plus une ligne droite. Aujourd’hui, les acheteurs prennent le contrôle : ils explorent les réseaux sociaux, consultent des avis, visitent des sites web et interagissent directement avec les marques. Ils ne se contentent plus d’écouter
    • How to Update custom Fillable Fields via Zoho Contracts API

      Our requirements for populating contract from CRM requires passing values form multiple record types (Deals and itemised Related Lists, Proposals etc). The Contract extension for CRM is great, but these do seem to be beyond it's design or capability.
    • ABILITY TO LOG INTO CUSTOMER PORTAL

      I think it would be very helpful to have a button in Zoho Books to be able to see the customer portal so we can see what they see to help them navigate through the portal. Many times, the customer will call about the portal, but without visibility into
    • How to get the call recording external ID via desk API

      I have enabled phonbridge integration with Zoom Call. I am trying to access the call recording in Zoom by calling Zoom API. I have built a Desk workflow to trigger on a new call, to call a custom function. when calling the API, the response doesn't contain
    • Article Numbers for KB articles

      Hello, I was wondering if it's possible to turn on article numbers/ part numbering for KB articles. If this is not already a feature, we'd like to request it. Frequently a solution will require multiple articles so tracking which articles are referenced
    • 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 Projects API - Searching Projects by Custom Field

      Hi How can I search all projects by a custom field? I can confirm that using the search_term parameter as documented here does not work for me: https://www.zoho.com/projects/help/rest-api/search-api.html#alink3 My search term is "22424", which corresponds
    • Leave request for 0 hours is registed as 24 hours

      I have configured workschedules for all my employees, so the leave request for them whould be a lot easier. In that spirit I have configured a shift from 9 to 9 with a total duration of 0 hours. When a employee fills in a leave request for lets say a
    • Seeking Business/Operations Analyst with Strong Zoho Creator Skills

      Job Title: Business/Operations Analyst-Zoho Creator Specialist Location: Kansas City, MO (On-site) Company: SkyMark Refuelers About Us: SkyMark Refuelers is a leading manufacturer based in Kansas City, known for delivering high-quality aviation fueling
    • Limit POP Downloads to Inbox?

      Hello, When I connect to and download email from my account using the POP3 protocol, it appears that it's also downloading email from my Sent mailbox. Is there any way to limit the POP downloads to Inbox emails only? Thanks!
    • Next Page