update zoho form with zoho flow
I am trying to use a zoho form as a controlling document for a Zoho Form. I need to be able to create a project from a new form (got that working) Need to update the Zoho Form with the unique ID from the project. (fetch form by unique_id is missing)
Map Gmail Message Data to Zoho CRM
I have an email that is created with 1 line per field data Email data looks like this: First_Name(Jane) Last Name(Doe) Nickname(Janie) State(QLD) Is there a way to push the data in the brackets into the same fields Zoho CRM? I can change the way this
fetch creator record
I am trying to fetch a record from Creator but it does not seem to be working for me. Please see below that shows the invoice id is not carrying from the “Payment received” output over to the "Fetch record” input.
Desk and Flow
I need to associate a lot of Accounts to a contact. I want to do that with G Sheet and Zoho Flow. I can fetch contact id and account Id but I dont know how to build the custom function that associate that contact with that account as a secondary account.
Deluge creator integration - creator connection does not exists
Hello, Im trying to use the new integration instead of using the v1 that will be deprecated. so my old code its this one: getrecord = zoho.creator.v1.getRecords("roboplan","planeamento-plano-b","Tasks_Report","Task_ID ==\"" + taskid + "\""); The new code
Woocommerce and Zoho Inventory
Like on this one: https://www.kloudconnectors.com/zoho-inventory-to-woocommerce-stock-connector
Zoho Bigin connection from Flow
Hi, We have created a Flow which uses a webhook to receive data from a form. The data includes a Bigin dealid and dealname. That part works fine, as we can see the data in the flow and we also tested sending data to the webhook using Postman. Then, we
Creating related module entry on flow problem
Hello, When trying to create a zoho crm module entry on flow it will not show my custom module name to add "related module" data. Example: Creating a task upon completion on successful decision. My module is named "Buildings" That is re named from the
Outreach > Zoho CRM
Has anyone made any flows for Outreach? I am struggling to get a lot of the relevant data to move over.
Importing Statements to Google Sheet
Hi, I'd like to import all customer statements on a quarterly basis to a Google Sheet with rows for 1. Contact ID 2. Contact Name 3. Mobile No. 4. PDF Link of the statement with all the statements of the quarter to be in a folder in the google drive.
Custom Functions with Key-Value Pair as Argument
Hi, I have created a web hook in Zoho Flow that receives a stringified JSON object, and I want to pass that JSON object to a custom function in Zoho Flow. How do I define the custom function to accept the JSON object? i.e. can I define it something like:
Zoho Flow Email Trigger Character Limit
I have created a flow which is triggered by the zoho mail app. It is triggered upon receipt of an email (5 minutes polling). We have an extension which will send an email with contents of csv. We have some custom code which is creating several tasks out
Send Mail Merge from Zoho CRM via Zoho Flow as inline
Hi, we are currently investigatin on how to achieve the following: We do have 2 Custom Modules in CRM and we need to combine both data to be sent via e-mail. As we can have mutliple entry in the related Custom Module, we used a mailmerge template with
How to create event in Flow and link to a deal
I have the deal ID but no where to put it. I can create and event fine but it's just hanging out unconnected to anything. Is this not possible? Seems like it should be obvious but I don't see it.
postURL Function
Hello and thanks for reading. I created a Zoho Flow that needs to execute a postURL function as its last step. For some reason, I am not reading the documents correctly when it comes to formatting. I assumed it would work similarly to invoking a URL where
Zoho Flow invokeurl /api/forms/json/leave/updateRecord error "Missing parameter(s) in the request"
Hi, I executed this in Zoho Flow to update a Leave Record in Zoho People :- ======================================== UpdateLeaveRecord = invokeurl [ url :"https://people.zoho.com/people/api/forms/json/leave/updateRecord" type :POST parameters:UpdateRecord.toMap()
Flow for adding WooCommerce account to Zoho CRM not mapping correctly
As part of a flow setting up/updating Zoho CRM contacts and accounts, I have the flow mapping the billing and shipping addresses from a WooCommerce order into a CRM account. When I test the flow it shows this: Create account input: Shows Billing City
Access autonumber custom field from bigin inside flow
Hi, is it possible to reference the autonumber field created in a bigin deal using flow and map it to a field in projects?
Need Contact Name and Email from Commerce Order
Im having trouble extracting the Name and Email of a contact from a commerce order. ( I need this to email the contact) I see a fetch contact from Zoho CRM - Fetch contact but I can't figure out where to extract the contact_person_id to pass in? "contact_person_details":
Create Subfolders with Zoho Flow using Zoho workdrive app
I am trying to make a folder structure that when an item is created in a 3rd app, it will create a folder and subsequent subfolders in my zoho workdrive by using zoho flow. However I cannot figure out how to create subfolders. It allows me to create a folder in Team > Team Folder > Parent Folder. However once I create a Folder A, I want to create subfolders within Folder A to where Folder A is now the Parent Folder. But zoho flow does not allow me to go deeper into the folders than the original Parent
Stop Books Invoice From being Sent to customer when Offline Payment Selected in Commerce
I have orders coming in from Commerce, we have an offline payment available on commerce for customers with card on file. (We will change them manually) When Flow confirms the order, books creates an Invoice and sends it to the customer. I need to block
Zoho Flow / Books / Invoice - Attach PDF invoice to email notification
Is there a method, API or otherwise, to add the PDF version of an invoice from Zoho Books to a Zoho Flow email notification?
Flow Custom Funciton Not Returning String
I have a simple custom function to return a string value in Flow. This works when I test the function in flow. When I run it in flow, it errors out (See below) Flow Output Value is empty and 'get' function cannot be applied at line number 4. Resolve
Can invokeurl be used in a custom function in Flow?
Can invokeurl be used in a custom function in Flow?
Google Tasks Polling Not Working
I created a flow that initiates when a Google Tasks is marked complete. However, the flow is not recognizing when I mark a Google task as complete. I've tested the flow many, many times and it seems your system is not polling Google properly. I came to this conclusion because: When I mark a Google task as complete, the event is not registering in the flow history. I have waited over 24 hours and it never shows in the history. The flow works when I manually run it through your test and debug function.
Zero response from support despite multiple attempts to contact
Is there another way i can reach support? I am at least hoping someone from zoho is monitoring these forums...
Looking for a Zoho Flow Developer
I am looking for a Zoho Flow Developer to assist in creating an App.
Getting record ID from lookup field through trigger
When using the Updated Module trigger, is it possible to map the actual record ID from a lookup field returned? I have several custom objects I need to update with data from related objects. When I setup a trigger in Flow, I only see the lookup field
Error email not exact - Zoho CRM says "Zoho CRM says 'duplicate data'. Check the input for Email and try again."
Looking for a solution to an Error here. Our current flow is set up with a webhook when a lead is created by a lead capture form on our website. Our flow has a decision to update the existing lead if an existing matching email is present. One of the
Cannot pass image url from flow to people in custom function
I receive this error each time I try to pass the Image URL to an image field in Zoho people via this custom fucntion: CUSTOM FUNCTION (hidden Image URL in post here): string test_vishal(string test_input) { file_object = invokeurl [ url :"https://xxxxxxx.com/rdex-security-services-nj-logo.png"
Export shipping address as csv
Hi guys, I'm looking for a way to export shipping address from Inventory as cvs so I can import data in our shipping software (something similar to aftership. I create a Flow with Inventory Sales Order Created as trigged and Create a row in Zoho Sheet
Flows Not Triggering for Books and Inventory
Hi Team, All of a sudden all my Flows that gets triggered by Books and Inventory has stopped working. When I debug and test, it works fine. However, when you run real time, it doesn't trigger. We have many Flows being triggered by Books and Inventory and this impacts our business. Can you please check on this?
Updating a PDF document throughout the process and across various apps
I have a document (.pdf) that is submitted by customers, referred to during our work process, and then is ultimately signed by our company and returned to the customer. We are currently uploading it to CRM, Projects, and then into Sign. We would like
Trigger can't handle a volume of events at once, so the speed seems throttled
I am creating/updating from Hubspot Companies to Zoho CRM Accounts, and my flow works as expected. The flow triggers on updates to Hubspot Companies. On Sunday nights I get updates to about 3000 companies in Hubspot. Those should then trigger the updates
Moving folders in Workdrive
Hello, I'm trying to configure folder management in Zoho Workdrive based on the stage in Zoho CRM. I want to create a folder in /Prospects with the format "Deal name" when a new deal is created and move that folder to /Active Clients when the stage is
Webhook responds "410" to Frame.io, "200" to postman
Hi, I am trying to configure a webhook trigger in Zoho Flow to be called by the Frame.io whenever there is an update in that app. After configuring the webhook and activating the flow, Frame.io always gets a "410" response which suggests that the webhook
Mapping Company Name & Account Name - Zoho Flow/Checkout
I am trying to map the company name obtained in Zoho checkout to the account name field in zoho flow. As you can see in the first picture below from zoho checkout, I can make mandatory that they fill out the company name. but in second picture, there
What do I enter onto the required fields when using the fetch of a certain app?
I am confused as to what to enter in the required field of the fetch action of certain apps. From my understanding, fetch action allows users to get additional information lacking from the trigger. I have tried to use this but each time I tried and placed
Incoming webhook parameters
I have an incoming webhook into Flow with info I need to create a Sales Order. It needs to be a custom function because multiple items are possible. When I create a custom function to gather all this data, I need 13 parameters to map all this data.
Calendly API 2.0 extract Answers to questions
In the old version of Calendly I used to extract phone numbers by using ${trigger.questions_and_responses.1_response}. In 2.0 I can't figure out how to get the same information. Answers aren't numbered in the same way. Each number has a position 0, 1,
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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