Adding Zoho Sheet to CRM module (attachment)
Hello, I would like to solve the following via a Zoho Flow: Trigger If Update CRM Module Then 1. copy an existing Zoho Sheets file to a folder as copy 2. rename the file in the new folder 3. add this file as an attachment in the linked CRM module Everything
SAVE TIME & AVOID HUMAN ERROR: AUTOMATING EMAIL FORM SUBMISSIONS WITH ZOHO CRM
Whether it’s saving your sales reps and customers time, avoiding human error to ensure accurate records, or guarding against deals falling through because of problems that emerge from a complicated process, automating email form submissions has major
Did Zoho completely discontinue support???
Early Monday morning local time (around 4:30am) all of the sudden Zoho Flow's Zoho CRM connection stopped working properly for us, where "Fetch module entry" started throwing errors, which resulted in majority of our Flows failing and eventually being
Desk not trigger anything in Zoho Flow
This first started with just an Aha integration but now we are not seeing any triggers from Desk occuring for Flow. We have been waiting for a week with no response from Zoho - they did indicate someone would get back to me, that person asked me to
Unable to get Zoho Desk to trigger Aha Idea Creation
This is specific to Aha IDEA ceation (Not Feature). I have setup the Zoho Flow from Desk upon update of Status however no matter how I set it up and test there are no results. Has anyone successfully setup an integration between Zoho Desk and Aha Ideas?
Outlook 365 using Flow to Parse & Add Lead
Hi Can we use Zoho Flow to pull data from specific emails (office 365) connect to CRM, Parse & add contacts details to CRM Leads or other Custom Forms? Thanks for your help
Data to be posted with sendReply in Desk or Flow with custom functions
Hello, I want to create email reminder in a ticket. I try with Flow but the preconfigured Send Email create a new ticket. I try to use invokeUrl into a customer function but i can't push the data correctly neither in Zoho Desk nor in Flow In Zoho Desk
Flow : Creating Task list with Template
Hi, I created a simple flow, the trigger works fine but, the action is halfway working : The action, which is a "Create Task List" in Zoho project, doesn't work if i put a value in the "Milestone" field or in the "Template" field. If I have anything in
Zoho Projects Freshbooks hours export
Hi, I am trying to find how to export time logs from zoho projects into a freshbooks project when a projects user adds a new time log. has anyone been able to do this?
Flow wiring changes not being saved...
Just started having this problem today. When re-wiring, I apply changes, my changes are summarized, and show in version history, but the wiring changes are not saved. Please HELP!
Woocommerce Meta Data (products / Orders, etc.)
I saw a few months ago that Zoho Flow was integrating with Woocommerce. For us it is essential to be able to work jointly and integrated BOOKS / INVENTORY with WOOCOMMERCE. The big drawback that I see is the impossibility of working with the META DATA,
WooCommerce Meta Data?
Is it possible to get the meta data associated with a WooCommerce order? I don't see it in the current Flow app. Am I missing something? If not, I would ask that you make this information available. It seems to be part of the response in the API call,
Please, implement error catching
I think it is been talked here before (or maybe in some ticket), but we need in Zoho Flow a way to catch errors. The screenshot I am attaching is an example of a flow with Zoho Inventory. Sometimes, for no reason, Inventory returns and error saying "It
Problema para integrar Desk a CRM en Flow.
Empresa que se quiere configurar es Vocom: Se genera una regla en función CRM a Flow y seleccionamos Oportunidades, en el momento de asignar códigos en campos; Email, teléfono etc. no encuentra la informacipon de Contacto, solo hace referencia a Oportunidades.
data type of inventory line item
In Flow, I can fetch an invoice, along with many components of that invoice. However, I can't see quantity, serial numbers, and I'm interested in pulling those out via Flow. When I grab an invoice, here's the LineItems debugging when I email it to
Link Zoho Docs file to CRM Module via Flow/Deluge/API?
Hi, I'm trying to gather user requirements trough Zoho Forms, which is working quite nicely. In order to process these requirements I want to link the output to a Account, Deal and Project in Zoho Projects. I can easily to this by going to Zoho CRM, into
flow works for 1 field but not for the exact copy af another
Hi everybody, I've been staring at this for 45 minutes, but i can't see why it's not working, so maybe one of you can help me. I have a flow set up that updates the details of a creator form report with the details of the customer in the CRM. However
Google Sheets new row with formula
Hi, When creating a new row on a google sheet and I need to use a formula on a cell the result on the appended row is '=formula how to fix this ' ? Thanks
Zoho People Trigger Zoho Flow when someone updates their profile via the self-service form
Hi I am trying to trigger a zoho flow when someone updates their profile in the self-service form. Is there an option for that... i tried employee ..did not work.
Zoho Flow Create Books Customer associated to Zoho CRM contact
I have a flow that creates a Zoho CRM contact and then I would like to add a Zoho Books Customer with the same information to create an invoice. Because m y CRM and my Books are in sync, how can I add the Books Customer and join that customer to the Zoho
Zoho Flow custom function to get the "reason" a Zoho Sign document was declined.
Hello, I need help creating a custom function in Zoho Flow to return the "reason" a Zoho Sign document was declined. Currently, when a Sign document is declined, the owner of the document is notified by email of the reason the document was declined, but
Zoho Campaigns says ""
I have a ZOHO Flow that receives a webhook from ZOHO CRM and send the contact to a certain list in ZOHO Campaign. For some reason the flow fails many times and automatically shuts down. Although the flow failed the contact is send to ZOHO Campaigns. So
Zoho Flow not running trigger for Zoho Projects
Today there is such a problem. No One trigger that works with ZohoFlow is not executed. There are no events in the history/log of the flow. But the flows with other services zoho seems to be performed. For example ZohoBooks works well. I tested this
Message as a bot to user now says: "The message recipient id sent in the API is your own user id. You cannot send messages to yourself."
Hi I used to be able to have a bot message myself in cliq when something happened . Now the connector Message as a bot to user gives me this error when testing: Zoho Cliq says "The message recipient id sent in the API is your own user id. You cannot
URGENT - Zoho project triggers not working in ZohoFlow since more than 24hr
The flow trigger from zoho project on zoho flow is not working since more than 24h Our tickets remain unanswered and our teams cannot work properly. The implementation of a tool like Zoho flow is very important for us and our daily processes. Your tool
Zoho project triggers not working in ZohoFlow since more than 24hr
The flow trigger from zoho project on zoho flow is not working since more than 24h Our tickets remain unanswered and our teams cannot work properly. The implementation of a tool like Zoho flow is very important for us and our daily processes. Your tool
Fetching uploaded documents from Creator Form
Hi, I've connected Flow to Creator. When a new record is created, Flow receives the data. In the Creator form, there is a file upload field. In the data send to flow, I don't see any reference to that field. The goal of the Flow is to get the data, uploaded
Function Needed: Parse Webhook Payload Variable (Full Name to First and Last)
Hey there! I'm working with a client who has "Full Name" fields everywhere on his site. These are generally the best practice as it's culturally sensitive. We need to parse data from an incoming webhook variable "Full Name" into First Name and Last Name
Flow - Creator Field can't map to CRM Contact Lookup Field
Is it not possible for a Flow/Creator field to be mapped to a CRM lookup field? Showing field mapping in Flow > Creator Showing Integration field in Creator. All other data maps fine but the name field from Deal in CRM does not populate the look field
Zoho CRM New Module Entry not triggering anything in DeBug for custom module
Hi I'm trying to set up a Flow for a Zoho CRM New Module Entry in a custom CRM module. When I test it in DeBug nothing gets triggered, even though I can see the new entry in the module in question. Why would this be?
Flow for Workdrive Download
Hi, Would be good to have a flow that could trigger on a shared download from Workdrive, i.e. when a user clicks on a shared link. Pass document name, etc as the arguments. Thank you, Kyle Southam www.customerergonomics.co.nz
Zoho CRM says "feature not available in this edition"
When trying to create a Flow which is triggered by a new lead in CRM, and then sends an email template I made in Zoho CRM after a 10 minute delay, I get the error message: Zoho CRM says "feature not available in this edition" I have the standard Zoho
Zoho Flow decision Logic
I'm facing some issues making decision blocks in Zoho Flow. In Books and Inventory, for example, when making a decision flow you can introduce the logic with a statement: (1AND2)OR((3AND4)OR5) For example But in Zoho flows I'm not sure if this example
Zoho Flow - How to consume subarray from webhook
I am trying to integrate my ecommerce cart system with Inventory using Flow by receiving a JSON webhook. Most things are pretty straight forward, however I'm trying to understand how to create a sales order from a transaction that contains multiple items
Can't find job_id from Orchestly events
Hi, I've connected Orchestly to Flow. When a job is updated, it triggers a flow. At some point I want to update the Orchestly job back. But the JSON received by Flow, doesn't contain the job_id from Orchestly. In Flow there is no way to fetch a job neither.
When was Zoho Forms Deprecated
I've just logged in to update a Flow triggered by Zoho Forms and it has come up as deprecated. I didn't get any notification of this! Most of my flows are triggered this way we could have had some warning
Kindly make integration with Miro.com
Miro.com grows rapidly and other Apps like Salesforce and Zapier are already integrated. If you could make integration with Zoho Flow it could provide Value for all users of Miro and Zoho.
Trigger from ALL Zoho Projects
Hello, Am excited to use Flow and was going to create what I thought would be a simple flow. Since Zoho Project issues do not appear to transfer to Google calendar for whatever reason, I figured I'd created a flow to make it happen. But when I try to create such a trigger in Flow, it will only do it if I select a project. I want to do it across all projects. Any way to accomplish this? Thank You
Add 2nd line item to QuickBooks Vendor Bill
Is there a way to add a 2nd line item to the QuickBooks online Vendor Bill? And is there a way to map to Quickbooks custom fields on Invoices and Bills?
Woocomerce Integration
Hello ZOHO Team! I see that the Woocommerce integration is being tested which is great news. On our website, customers can make budget requests (not orders). Our environment is B2B. You tried to create a FLOW after creating an order in budget status on our website. 1) With the order data, I check if the customer already exists in our BOOKS database. 2) If it exists, I create a budget, but how do I create the budget lines with the WOOCOMMERCE product lines? 3) If it does not exist, the client will
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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