Zoho Inventory // Lineitems from sales order
Hi There, Hope I haven't missed something obvious (as a newbie). When a sales order is created, I am trying to loop through the line_items and then trigger a fetch product to search for item (based off the line_item_id) and see if it is a composite
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
Can't connect HubSpot in Zoho Flow
Hi there, I was under the impression that Zoho Flow supports HubSpot connections. I'm failing to create the very first step in a basic scenario for a customer of mine (moving on from make / integromat). During setup, after OAuth authentification, I'm
How can I clear out a value in a field or set it to null using Zoho Flow?
Hi I have a trigger that sends Zoho Leads to my Zoho Flow. I want to update a field in the Lead by REMOVING any value that it has in it. I want to set a particular value to null. I' using the action of "Update Module Entry" but have not been successful in removing the value. I know I can override it with another value, but that is clunky for me. Is there something I'm missing? If I leave it blank in zoho flow then it retains its current value. Please help.
Code or function to add estimates from Books into a list in Deluge
I'm probably stating this wrong, but I have branches in my zoho books - my materials handling platform send me completed transactions by a webhook, and I need to find a way to match the customer and Facility/branch before I can put the transaction to
Azure DevOps - Detect when work items was deleted
Hello, the Azure DevOps integration for Zoho Flow offers the following triggers: Work item created Work item updated Code pushed Build completed I now face the insurmountable challenge of responding to work item deletions. When an item is deleted in Azure
How to trigger Zoho Flow when AR Aging is beyond a number of days in Zoho Books
How do I create a trigger that would check every day or week to see if an invoice in Zoho Books has not been paid?
Zoho Flow Configuration Management (or lack of it)
Hi All, We use Zoho Flow to automate quite an elaborated process involving Zoho CRM and other systems (e.g. a payment gateway), therefore the flow is pretty large and complicated. The problem we have is one of a Configuration Management (or lack of it
Inviting a student to a course Trainer Central - server error
Good day I have a flow that ends with inviting a customer to a course in Trainer Central. It fails after some time with a server error. Can some one help with ideas on how to resolve this? See the attached document for the input and outut reports. Regards
Zoho Sign document upload to Zoho Recruit using Zoho Flow
I am wondering if it is possible to take a signed (contract) document in Zoho Sign and upload it to a candidate record in Zoho Recruit using Zoho Flow? The trigger for the workflow would be the document being completed (signed by all signees). Any help
Teams- Unable to Authorize Null
Hello, we are trying to use the Microsoft Teams connector to create a Teams Channel when triggered, however when we are prompted to connect Zoho Flow to teams and complete the login to our O365 tenant, it produces an "unable to authorize null" message.
Use Flow to create spreadsheet for last month's project timesheets and email to customer automatically.
Hi everyone! Is it possible to create a spreadsheet of Zoho Project timesheet entries of the previous month, for a specific customer and have that spreadsheet emailed to the customer automatically? The first thing I am stuck at is how to fetch all timesheet
Assigning account owner for form created accounts
Hello, Currently, we have 3 different Zoho forms that are integrated with Zoho CRM. These forms are integrated with the Accounts module to create a new account upon submission. The issue is that all of these accounts are getting assigned to James, but
Sending a PDF as an attachment triggered by Flow through Desk
I currently have a Flow that is triggered by a webhook and retrieves both the link to a pdf and the pdf itself using invokeUrl. I am trying to send both the link and the pdf (as an attachment) by the "Zoho Desk - Send email reply" function. I have managed
Generating a list of actions
I have a number of jobs I want to do through scheduled reports but I'm not sure how to start. As an example. I want to do a weekly check for all Deals that haven't been actioned in X amount of time. I know how to create a custom function to generate that
Zoho Desk "Send email reply" function attachment IDs not working
In Zoho Flow I am using the "Send email reply" function to reply to customers with an attached invoice. I use the connection with Desk to update the ticket with the attachment and get the id as a response. I then put this id as I have got it from Desk
Trying to trigger zoho com module from Zoho books invoice
We would like to have a module in our CRM that shows only certain purchases. In our case salt that customer purchase on a regular basis. Introduced myself to flow and setup a rule that the invoice line item must be one of three things- Great. Next create
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
Zoho Forms passing invalid url for image to Zoho Flow
I have a Form that is acting as a trigger for a Flow. In this Form two images are uploaded. The trigger works fine, but the url that is sent from the Form to the Flow redirects to a Zoho page that says "Sorry, Page not Found". This is problematic because
Unix Timestamp Calendly Appt Date
Hello, I need to create a function that will convert/return my date from Calendly in the following format: "2022-08-10T14:00:00.000000Z" to a UTC timestamp value in milliseconds. Can someone help? I tried the following: string UnixDate(string myTime,
Converting date to Unix UTC millisecond
Hello, I need to create a function that will convert/return my date from Calendly in the following format: "2022-08-10T14:00:00.000000Z" to a UTC timestamp value in milliseconds. Can someone help? I tried the following: string UnixDate(string myTime,
Debugging with the Flow debugger would be much faster if it cached the trigger for future runs.
Hello, The use of the debug feature in Flow would be much more usable if it optionally cached the trigger data that it fetches the first time for subsequent runs. This would eliminate the need to have to reconfigure the setup for all the conditions to
Pass connection to use for a function as a parameter
Hello, I basically have a custom function that does some CRM queries on a specific Lead ID. I basically call in my custom function: zoho.crm.searchRecords(....., "THE_CRM_CONNECTION_TO_USE") Since i have a production environment and several sandboxes
Use a different FROM email address?
I created a Zoho Flow trial using my account, john@email.com I connected it to Zoho WorkDrive and ZohoMail. I created a flow to send an email to customer1@company.com everytime a file has been uploaded to a specific WorkDrive Team Folder. I want the FROM
Edit Text in Email Subject before posting on Cliq
I am using Zoho Flow to fetch email from my Zoho Mail ID Once this email is fetched, I print the subject of this email on a particular channel in Cliq I want to remove a text "Fwd:" that is appearing when I summon ${trigger.subject} So lets say if the
Remove a text from email subject
I am using Zoho Flow to fetch email from my Zoho Mail ID Once this email is fetched, I print the subject of this email on a particular channel in Cliq I want to remove a text "Fwd:" that is appearing when I summon ${trigger.subject} So lets say if the
How to ad zoho CRM contact tags automatically with zoho flow?
Hello, Below is an image of my current flow in zoho flow. I want to know how to ad tags to the contacts the flow creates. First I will explain how the flow works. STEP 1: Calendly send info to my zoho CRM and creates a contact every time I get a calendar booking. STEP 2: Create Create or update contact STEP 3: Fetch the same contact information STEP 4: Create a deal (that automatically places it in the proper place on my sales pipeline) STEP 5: Take the same contact and add it to my zoho campaigns
Workflow for email notification when files are uploaded in a WorkDrive (external) team folder
I want to notify my client when fileS are uploaded in a folder by batch, not per each file created. Basically I upload something like this on their Team Folder: filename time of upload projectA.1.jpg 1:00pm projectA.2.jpg 1:03pm projectA.3.jpg
On Error Actions - Great Addition!
Not sure if others have noticed this in their Flows yet (or maybe I'm the slow one), but it looks like you can now put actions right in your Flow for error handling: This is a great addition from a functional standpoint. Love it! My only feedback is that
Add products from an estimate in books to the potential products related list in CRM throw a Flow
We have our items, accounts & contacts syncronised between Books and CRM. The question is, when creating or updating a new estimate om books throw Zoho Finance, how to add the items of the estimate to the zoho CRM products related list on the potentials
New to this, need help
I've created a few different flows and they are functioning, however, it's not doing specifically what I need it to do. Below are the flows I'm trying to create: 1. When I create a new deal within Zoho CRM, it creates a project within Basecamp 3 with
Using flow to send an email from Deal Owner
Hi, I am using zoho flow to send automated emails when i create an inspection, I Have got it to auto add emails but it always send with noreply@zohoflow as the reply email is there any way around this? Thanks in advance.
Failed Action After Delay Doesn't Appear Under the Date of Failure, but Under Date of Trigger
We have Flow where there is a delay for 20-40 days. If after the set number of days delay, the flow fails, it's hard to identify the failure, since it will show up in the history on the date of trigger. We check our "Failed" actions daily and address
Zoho Flow not fetching Deal properly
I have a Flow that searches for a record in a Custom Module and then uses info in that record to fetch the associated Deal record. But the Fetch Deal step of the flow isn't working. It properly inputs the name and ID of the deal record to be found, but
SSLException on invokeurl with custom function
Hello, I am trying to make a POST request to a url with the method invokeurl https://www.zoho.com/deluge/help/webhook/invokeurl-api-task.html When I run the script I get the following error: "Execution exception : 'Exception - 'SSLException''' on line
Bug: Zoho CRM "Create Module Entry" for Cases does not seem to work
I'm trying to create a Case in the CRM via flow. I've set all my fields manually but when I test I get the same error "Required Field not Found, check input for Status" But my Status field is already set. Hopefully I'm not missing something obvious!
Forms to Subscriptions
We've created a ZForm that is a member application form which includes selecting a membership plan (multiple pricing tiers). We are trying to use ZFlow to integrate into ZSubscriptions but are having issues with getting the subscriptions to flow. We
Help converting Forms Date to Calendar Date-Time
I need help writing a custom Flow function to convert from the date format of a Form date field: yyyy-mm-dd to the date-time format of a Calendar entry: yyyy-MM-ddTHH:mm:ssZ The Calendar item will be an All-Day event. It is acceptable for the Time to
How to use Zoho Flow create a new project from a project template in Zoho Projects when a new module entry is created in Zoho CRM
I am attempting to create a flow which automates the creation of a project in Zoho Projects from a template when a module entry is created in Zoho CRM (For me this module entry is the creation of an opportunity). Firstly, I cannot find a trigger which
Using Deluge To Merge and Download Document and Attach to Deal
I have a custom function that currently lives inside Zoho CRM and is triggered via a workflow rule. The custom function takes information from a deal and creates a merged document (zoho writer functionality), and then attaches that merged document to the deal. In an effort to save our workflow rules limit, I wanted to migrate this custom function to "Zoho Flow." Unfortunately, when I create a custom function and copy and paste the code into the custom function in Zoho Flow, I get an error saying
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Most Discussed Topics
Help with google calendar flow
Hi, new to using Zoho Flow and setting things up. I've created a module in Zoho CRM called "Jobs" and put the relevant fields I need, I am then using Zoho Flow to create a flow that will create or update an event in my google calendar...... I've managed
Flows that should be triggered on "sales order update" stopped
I have two workflows that use "sales order update" as the trigger. For my sales orders, I use custom statuses. One flow is triggered when a specific sub-status is set, and the other when a sales order is closed. Both workflows stopped triggering in the
How to Add Products to Leads in Zoho CRM using Zoho Flow Automation
I am currently working on automating the integration between WooCommerce and Zoho CRM using Zoho Flow. My objective is to streamline the workflow such that when a new order is placed in WooCommerce, a corresponding lead is automatically created in Zoho
Allow Dynamic Department Selection in Zoho Flow's "Zoho Desk - Update Ticket" Module
Hello Zoho Flow Team, We hope this message finds you well. We would like to request the ability to pass the department as a dynamic variable within Zoho Flow's "Zoho Desk - Update Ticket" module. Currently, this field only allows static department values.
Issue fetching Line Items in Zoho Flow from JSON Response
I'm having trouble fetching product details (line items) from the JSON response in Zoho Flow. While I can access other details, I'm unable to retrieve product information. I can't access the "Line items" data in Zoho flow. Any advice how to resolve