Tip#65: How can external users create Cards in Qntrl?

Tip#65: How can external users create Cards in Qntrl?



Sometimes, a business process involves users outside the organization. We may outsource and collect information that is needed for our business. In such cases, external users come in to picture. When these external users collect the required data, they will have to upload the same into Qntrl for further business needs. These users are actually not a part of the Organization and so, we'll not be able to add them as users inside the Organization.
 
With the below listed options, external users can upload their collected data to Qntrl without being a part of Qntrl organization. 

1. Public Forms

You can create Public Forms using which external users can enter the information they have collected and upload it to Qntrl. With the Form Link of a Public Form, external users can create cards in Qntrl. All the card details can be filled in the form and submitted to Qntrl.




Know how to create Public Forms from this help document .

2. Email In

An external user can create cards in Qntrl just by emailing the card details to Qntrl. Each orchestration will have a unique Email In ID to which the external user can drop an email with the card details which in turn will create a card in Qntrl. Also, the reply emails will be added as comments on the cards.



Learn more about Email in from this help document .
 
Here's a real time scenario where the above features will be most helpful. Consider Zylker, an online grocery start up firm, which delivers multiple daily essentials everyday. Since it is a start-up, part-time sales executives are appointed to generate leads. The details of the people who show interest in the product have to be uploaded by the part-time sales executive in Qntrl. With the help of Public Forms/ Email In features, the part-time sales executives can add their prospective leads data without having to be a part of the organization.
 
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 .

 

                                           Help resources: Qntrl KB | Tutorials | Short Help Videos | How-to videos  



      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • 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

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Zoho Projects : Task should auto-update to 'In Progress' if timer started

                                    Namaskaram. Right now, if a Task's timer is started, the Task stays in 'Not Started' status. One has to manually update it to 'In Progress'. From a #uxdesign standpoint, it is an unnecessarily two step process to start working on a task. It would be better that, if I start the timer on a task, it should automatically change to 'In Progress' status. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 7+ Yrs | 200+ Projects | 100+ Customers
                                  • Laatste facturen en betalingen niet zichtbaar in mijn account

                                    Wij gebruiken ZOHO invoice al jaren, maar sinds afgelopen week is mijn laatst verzonden factuur niet zichtbaar in mijn account, en tevens de laatst betaalde facturen zie ik niet. Hoe kan dit? Ik heb de pagina al diverse keren gerefreshed.
                                  • Undelivered Mail uncategorized-bounce errors when sending invoices

                                    Recently we have been getting Undelivered Mail bounce notification when sending invoices. Reason: uncategorized-bounce Some go through no problem some bounce back. We recently sent 10 invoices, 6 received bounce notifications. After reaching out to the
                                  • Can I import MSG files into Microsoft 365 without Outlook?

                                    Yes, absolutely. You do not need Outlook installed to import MSG files into Microsoft 365. Aryson MSG file Converter is a dedicated tool that eliminates the Outlook dependency entirely, making the migration process simple and efficient for all users.
                                  • Feature Request - A Way To Search Item Groups

                                    Hi Inventory Team, I can't find any way to filter or search by fields of Item Groups. It would be great to see that functionality added. I have a use case where a single product might come from 5 or more suppliers and each supplier's item is an Item in
                                  • Zoho Books/Inventory - Update Marketplace Sales Order via API

                                    Hi everyone, Does anyone know if there is a way to update Sales Orders created from a marketplace intigration (Shopify in this case) via API? I'm trying to cover a scenario where an order is changed on the Shopify end and the changes must be reflected
                                  • Ticket id issues

                                    When I reply a ticket from desktop, it doesn't have ticket id in the subject and it's great. When I reply a ticket from Zoho desk mobile, Zoho adds ticket id in the subject and I don't want that. Please help in this matter.
                                  • Advanced email configuration - agent's name vs. department name

                                    We currently have all four Advanced Configuration options turned ON at the Global-level (Channels > Email > Advanced Configuration) - including the "Show Agent name in Ticket replies and outgoing emails" option. We also had that same option turned ON
                                  • Add Bounced as an Email Action / Notification for Bounced Emails

                                    This is one of the hard requirements for the clients we're servicing. They want to get an internal email notification whenever the email they sent to their contacts have bounced, so that they can look into it and update the email address. Currently, the
                                  • Files Uploaded to Zoho WorkDrive Not Being Indexed by Search Engines

                                    Hello, I have noticed that the files I upload to Zoho WorkDrive are not being indexed by search engines, including Google. I’d like to understand why this might be happening and what steps I can take to resolve it. Here are the details of my issue: File
                                  • not able to convert pdf to jpg and other forms and vice versa.

                                    i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.
                                  • What’s New in Zoho Analytics - March 2026

                                    Hello Users! In this month's update, we bring improvements across integrations, security, reporting, and analytics capabilities to help you work with your data more efficiently and with greater control. Explore what’s new and see how these enhancements
                                  • Zoho People > Performance Management > Appraisal cycle

                                    Hello All I am using this 2 users to test out how it work on Performance Management User 1 - Reportee User 2 - Reporting Manager : Li Ting Haley User 1 : Self Appraisal Error How do i fix this error?
                                  • SalesIQ Tip for Admins: Guide Operators in Real-time Without Interrupting the Chat

                                    Consider this. You're a supervisor and you're looking through the active conversations. An associate is mid-chat with a high-value prospect. The prospect asks something unexpected, maybe about a tailor-made subscription plan or a bulk discount that’s
                                  • Early Access: Check Printing in Zoho Books

                                    Hello Everyone,   Are you constantly writing checks to pay your vendors?   We've got a great news to share with you! You can now pay your vendors by writing and printing a check directly from Zoho Books. The feature is ready and we'll be rolling it out to our customers in phases.  It is available in the  US Edition of Zoho Books and also in the Global edition, where the country is selected as USA and the currency is USD.   Here’s a summary of what’s possible:   1. Write and print a check. 2. Make
                                  • Connecting Zoho Inventory to ShipStation

                                    we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri
                                  • Syncing zoho books into zoho crm

                                    I was wondering how I can use zoho books in crm as I have been using them separately and would like to sync the two. Is this possible and if so, how? Thanks
                                  • Zoho no support response.

                                    Problem is Zoho support seems to be just a concept. Just completing my trial, am ready to purchae 3 user subscriptions pending answer to a question, submitted two suport request during my trial that weren't responded to. Gave up trying the 888 line. Hard to imagine my production data in hosting environment with no support response.
                                  • Updating transaction number series for fiscal year 2026-2027 in Zoho POS

                                    A fiscal year or financial year is a 12-month period that businesses follow to manage and track their financial activities such as expenses, revenue, and taxes. This doesn't need to match the calendar year (JAN-DEC) and varies based on region, and tax
                                  • Lack of Looping and Carry-Forward Functionality in Zoho Survey

                                    Zoho Survey currently does not support looping or carry-forward functionality, meaning it is not possible to dynamically generate follow-up questions based on each option selected in a previous question or to pipe selected responses (such as {Looping
                                  • Forecast in Zoho CRM Just Got Smarter with an upgraded Zia Intelligence

                                    Hello Everyone, We are here with an interesting enhancement to Forecasts in Zoho CRM — Enhanced Zia Insights for your sales Forecast. Imagine a regional sales manager reviewing their team’s performance using forecasts in Zoho CRM. Instead of switching
                                  • Update TDS and TCS rates for Income Tax Act, 2025 (effective April 1, 2026)

                                    Hello everyone, The Income-tax Rules, 2026 (G.S.R. 198(E), dated March 20, 2026) have been notified, marking a significant structural shift in India’s direct tax framework. From April 1, 2026, the Income Tax Act, 2025 replaces the Income Tax Act, 1961.
                                  • Service line items

                                    Hello Latha, Could you please let me know the maximum number of service line items that can be added to a single work order? Thanks, Chethiya.
                                  • Automation Series: Auto-assign Resources as Task Owners

                                    In Zoho Projects, task ownership can be set automatically during task creation, allowing resources to be assigned based on the task name. Resources are work equipment or tools added to the portal to monitor their usage across projects. They can be assigned
                                  • Subform edits don't appear in parent record timeline?

                                    Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
                                  • AI secretary

                                    In our company, Claude is the secretary and creates inquiries and schedules from Gmail. You no longer have to enter them yourself. The secret is that we created an MCP server that connects to CRM. https://x.com/Mac_nishio/status/1917954562566328694
                                  • 5 small changes to Recruit that make a big difference

                                    Sometimes, the biggest improvements aren’t new features, they’re small changes that make everyday actions feel smoother. Over the past few weeks, we’ve made a few such updates across Zoho Recruit. They’re subtle, but together, they remove friction from
                                  • Project Management Bulletin: March, 2026

                                    We are passionate about equipping our users with efficient solutions that help them run their businesses successfully. Our collective efforts over the past 2 years have culminated in the launch of Sprints 3.0— built with reliable features, impactful integrations,
                                  • New security enhancements for portal users: MFA and password management

                                    Hello everyone, We are excited to announce three major security enhancements that are now available to portal users in Zoho CRM: Organization-wide multi-authentication for portal users - Admins can enforce multi-factor authentication across the entire
                                  • [Free Webinar] Learning Table Series 2026 – Customer agreement & contract management using Zoho Creator

                                    Hello everyone, We’re excited to announce the next session in Learning Table Series 2026, where we will continue with our purpose-driven approach—focusing on how Zoho Creator’s features help solve real-world business challenges. Each session in this series
                                  • 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
                                  • Looking for Guidance on Building a Zoho Website

                                    I'm exploring the possibility of building a custom website with specific features using Zoho as an alternative platform. My goal is to create something similar to https://gtasandresapk.com , with the same kind of functionality and user experience. I'd
                                  • Multilingual website feature

                                    Would be a great feature to have. I saw that this feature was available for backstage. I think it could be done for zoho sites too.
                                  • [Webinar] Modernize your sales engine with agentic analytics

                                    Traditional sales decision-making methods aren't cut out for modern businesses. Leveraging AI in sales helps businesses actively respond to the changing dynamics of the market. Agentic AI is letting sales teams across industries make better decisions
                                  • Built-in Date Functions in Zoho Analytics Query Tables

                                    I have a doubt about whether Zoho Analytics Query Tables provide built-in functions for start date, end date, and the current month
                                  • Zoho Commerce in multiple languages

                                    When will you be able to offer Zoho Commerce in more languages? We sell in multiple markets and want to be able to offer a local version of our webshop. What does the roadmap look like?
                                  • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

                                    Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
                                  • Connectivity issues with Google Calendar and third-party integrations

                                    Description: We are currently experiencing a critical failure with Zoho CRM third-party connections. This issue is heavily affecting our primary workflow. Symptoms: Sync Failure: Existing Zoho CRM to Google Calendar connections have been failing for approximately
                                  • Dynamic image in form works in the app but not on the customer portal.

                                    img = frm_Fichas[ID == input.Nombre].Foto; imgno = Nophoto[ID2 = 1].Image; if(len(img) > 1) { img = img.replaceAll("/sharedBy/appLinkName/",zoho.appuri); img = img.replaceAll("viewLinkName","Fichas_de_personal_public"); img = img.replaceAll("fieldName","Foto");
                                  • Incorrect Functioning of Time Logs API (Version 3)

                                    We need to fetch the list of time logs for each task for our company internal usage. We are trying to achieve it by using the next endpoint: https://projects.zoho.com/api-docs#bulk-time-logs#get-all-project-time-logs Firstly, in the documentation the
                                  • Next Page