Zoho flow Move from Collect Files to Team Folder
Hi there, I'd like a little help understanding how I can automatically move a file uploaded by an external party, into the "Collect Files" Location in WorkDrive to another Location in a Team Folder? Is this possible with flow? I've got it to the point
Not seeing necessary record ID. please see linked video for full explanation.
https://workdrive.zohoexternal.com/external/781da89cbab70d6219bd698d2c1cc243f4d6bbaa4495226223590dfeb6d31b90
Zoho Sheets to Airtable using Zoho Flow
I would like to integrate Zoho Sheets and Airtable using Zoho Flow. Currently there is No airtable integration in Flow. Can you update this feature request in Zoho Flow. Regards, RK Reddy
Can I use ZFlow to stop duplicates in ZCRM?
Ok I use MailChimp Signup form but it is creating duplicates in ZCRM. Can I use Flow so that prior to sending the contact into ZCRM Leads it searches in Leads and Contacts for the same email address. If it finds the same email address it triggers an email
Zoho Campaign says "null"
Here is what I did: 1. Created a list in CRM, made a form to fill information in the list. - This is working fine. 2. Created a flow to connect CRM (chose a the list) and want to add an event in Google Calendar. (Calendar is connected). Problem 1 - When
Flow creating Zoho Project from submitted Zoho Form
I am trying to use a form to auto creat a Zoho project, which is working. However, I am trying to insert multiple Zoho form fields onto a single multi line field in projects. When I map multiple form fields I would like a carriage return/break/line feed/etc.
Zoho Flow stopped working
My flow stopped working, it was working for over a year. The flow is no longer importing orders from forms to books, CRM or email. It wont even let me turn it on any more. When I click to turn it on, I get the error message, "Zoho Forms says "INVALID_OAUTHTOKEN.
User tags not human readable from Notes
Hello, We have a Zoho Flow where we post new notes to a slack channel. The issue I'm running into is that if the person who posts a note to a deal tags another user, then the string version of that note is not human readable. What the note looks like
Zoho sprints work item update to Zoho Projects task through Zoho flow
Hi, In my company, we will use Zoho sprint and Zoho project in accordance, thanks to the integration between both of them on the work item (in Sprint) and the task (in Project) But as mentioned in the comment here (https://help.zoho.com/portal/en/community/topic/sync-issues-in-zoho-sprints)
How to use Flow (or other) to update inventory of variants in Bigcommerce?
In Flow I am trying to send Shopify inventory changes to Bigcommerce. I have the other direction sorted out. The Shopify trigger webhook is working. Regarding the next step, I am able to update the inventory of a Bigcommerce product that doesn't have
How can I fetch contacts related to accounts in Zoho Flow custom function?
Hi, I am trying to write a custom function in Zoho Flow to fetch a list of Individuals(Contacts) related to an Account so I can update their new account owner in the next step of the flow but I keep getting an error message on the following script. Please
Update line item in Zoho inventory using Zoho Flow
Hi all, I have Shopify integrated into Zoho inventory. I sell items mainly with VAT but some are exempt. These exempt sales still need to be reported in the vat declaration hence they have to have a vat code selected. When the orders sync from shopify
Books to Desk create Ticket when Invoice is X days Overdue
Hello, I am looking to create a Ticket in Zoho Desk whenever an Invoice in Zoho Books is more than 2 days overdue. We have automation setup in Zoho Books which helps, but it's still manual. In Zoho Books, you Email Alerts can only go to specific people.
Update "modified time" field to trigger updates in other modules
Hi. We want to use the Update Module App to trigger updates to other module records when the "modified time" field is updated, but here is no time related criteria in the filter. Is there a script to set the filter by time? Thanks
Enroll leads from Zoho CRM to Zoho ShowTime for a Webinar
Hi there. I am working on my first Flow. I will develop campaigns on Facebook Ads to attract potential customers through forms. These leads must reach Zoho CRM (This is now ready 👌). My question is: How can I get the leads that came through those campaigns
I can't fetch Calendly Fields
Hello, I have set up a flow to connect Calendly with Zoho CRM, A few days ago I have mentioned that I should update the Calendly app connection and I have done, After Calendly has been updated I have some issues such as Event location missing I can map
Flow Not Doing Anything
I have setup a new flow between the self hosted WP (.org) and ZOHO CRM and FLOW is telling me everything is correct and running a test and deebug tells me it is working fine, but adding/updating a post is not causing the event to trigger in ZOHO CRM.
Does ZOHO actually work for anyone?
Has anybody actually managed to successfully integrate multiple apps and have them work as they should? So far, I'm seeing bugs/issues with at least 4 apps (CRM, Books, Flow and Invoice) and the 'support' staff are yet to offer any help with even the
Time gap between trigger action
Is there a way to configure time interval between Trigger/Flow execution. Below history indicates that because of the flow triggerexecution each sec (faster than the field update in our database), we are seeing some failures.
Zoho CRM says "Invalid input for Owner. The expected input type is bigint."
Goto Zoho Flow Add New Flow - Zoho CRM - Update Module Entry - Lead Add "Create or update lead" In "Create or update lead" has a entity "Owner" I put the Owner field from "Update Module Entry" (Itself) it was a text type of "Owner" field 1 3 2
Connect with Gmail
Hi, con't connect with Gmail. Google message says that: "App is Blocked" Thanks
Unable to create a download link for an uploaded Workdrive File
Hello, I have some custom logic that is working fine to load image files into a Workdrive folder. I'm not having much success however in being able to then set the file as downloadable and retrieving the download link from my custom logic. My code for
Reading from GMail and storing attachments into GDrive
Greetings. Has anyone out there made this simple use case work? I seem not to find any usable indication in the documentation available. Trigger: new mails arriving in Gmail inbox from a particular email address (this is easy) Action. Fetch all attachments
Creating Pipefy cards is not working
Hi We have several attempts to create cards in pipefy and is not working... Thanks
Flow based on New Deal - layout field problems
Hi. I've built a Flow to create a Deal-specific folder within WorkDrive. It works except for referencing the Deal's layout. In my Zoho CRM, there are two types of Deals (separated by layout). For my Flow: Trigger on New Deal Then, I call 'Fetch module entry' as I am trying to grab the Deal's layout. As I process through my logic, I have a Decision based upon the Deal's layout. However, within the 'Fetch module entry', I had to specify the Deal's layout so all Deals added (no matter their actual
Do I have to build a separate flow to accomplish the same function across layouts in the same module?
I hate to constantly make comparisons to Zapier, but Flow's Zoho CRM triggers just don't supply the same level of detail and make it very difficult to perform simple actions. I end up having to make myriad webooks to make basic record updates. Example:
Issues creating All Day Events in Outlook
Hey, everyone. I'm using Zoho Flow to sync approved leave requests in Zoho People to a calendar in Outlook. However, the event is not being created, and gives me this error. Outlook says "Your request can't be completed. The duration of an event marked
Zoho Books Connector - Update Customer
I think there's a problem with the Zoho Books Update Customer connector in Flow. I have a Flow to add or update Books customers who buy on our WooCommerce site. The logic is that the email is passed from WooCommerce and a Books Fetch Customer operation
Look up a set variable
If In my flow I set an arbitrary variable Website URL ${website_url} Is it possible to access the variable "Website URL" in the following scenarios? Within a custom function (e.g. url= ${website_url} ) ? As a passed parameter in a custom function (e.g.
Line Item Detail from Sales Orders
Hello, I am looking to access line item detail on our sales orders in Zoho CRM via zoho flow. Essentially when a new sales order is created, I want to be able to fetch the "Ordered Items" detail and return it to a google sheet. I have been able to add
Quickbook Custom fields issue
When i trigger a flow on quickbook "payment received" i am not able to get custom fields value variable return empty for all custom fields , like #Job,#PO etc
How to escape the $ character in Zoho Flow
Hi All! Anyone knows this trick? I am updating a field using Zoho Flow in a process. I need to write the text value '$' but it keeps being ignored because I think its a reserve character for a placeholder from other inputs, such as ${placeholder}. Anyone
Unspecified server error with Shipstation Flow
For testing, all fields in the Flow are populated with valid data. Here's the error message.
Bi-weekly Flow triggers
Hi there, a normal "Sprint" is two weeks, so creating flows that can create things that run bi-weekly. Another option would be to create custom trigger times like: - Every X days/weeks/months.... Kind regards, Matthias Held
Just a thought when creating a Flow
I have been creating a flow, that is working fine, however one small point that was mildly irritating! Like most people we use and would want only to integrate very few third party apps with a flow that we actually use. The list is endless of possibilities,
WooCommerce to Zoho Books says "Statement of Accounts does not exist."
I have created a flow that is triggered by a completed WooCommerce order. It creates a closed/won deal, updates a date field in the customer account and is supposed to create an invoice in Zoho Books. The first two work, but the last part returns an error
When Failed actually means, "Already exists!"
We have set up a flow so that when Zoho Bookings has a new appointment made, it also creates a new customer in our Shopify shop customer list, so when they attend the details are already in the POS.. This works fine for new customers... however... If
Is it Possible for Zoho Flow to Continue After when it Can't execute a Mail Merge from Zoho CRM
When we have Zoho CRM "Send Mail Merge" action in Zoho Flow and it errors out (mostly because the email address is blocked), the flow stops and does not continue. In reality, the error on the Send Mail Merge should not be a fatal error and should allow
jsonarray. ZOHO FLOW
Zoho CRM says "Invalid input for Product_Details. The expected input type is jsonarray."
Error trying to Fetch and Create Rows in Zoho Analytics with Flow
I get this error during my flows active sequence Zoho Analytics says "You need to have atleast one column for INSERT or UPDATE action" Is there any way I get get zoho live support to help me with this. I have in fact set up columns so it doesnt make sense as to why I'm getting this error.
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