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
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
WorkDrive: Fetch file or folder - By keyword
Hey, Zoho Flow has 4 different fetch tasks inside the Zoho Workdrive integration: - Fetch file - By keyword - Fetch file - By name - Fetch file or folder by ID - Fetch folder Would it be possible to have a "Fetch file or folder - By keyword/name" task?
Can't enable Flows that use Desk webhooks. Error Message: Zoho Desk says "It looks like you have reached maximum number of webhooks permitted. Your allowed webhook count is 10"
For the last day, whenever we try to enable a flow that uses a Desk webhook, we get this error: Zoho Desk says "It looks like you have reached maximum number of webhooks permitted. Your allowed webhook count is 10" Support says they are working on it,
Zoho Flow test & debug works but doesn't work outside of test & debug
Hello, Im using Zoho Flow to update a Item Column using Zoho CRM, my flow works when I use test & debug but when i go to try out the flow in the real world it doesnt make the update and the history says the status
Marked as No Show Will Create A Contact in Campaigns
Hello. So, we're utilizing Zoho Bookings more now, and I was wondering if there was a custom function that when an appointment is marked as 'No Show' it will create a record in the 'No Show' list of contacts we have in Zoho Campaigns so they could be
Zoho Flow Not Triggering as Expected // Support Unresponsive
Hello, I've set up a flow that's supposed to trigger based on tagging an email within Zoho Mail. The flow works fine in Test and Debug mode, however, it does not get triggered when someone tags an email. This seems to be a common theme given what I'm
Urgent!! Zoho Flow Latency Issue
What is the extreme latency issue that Zoho Flow is experiencing today? Records have been queued for over 30 minutes. What time will this be resolved today?
Zoho Flow: Trello > Zoho CRM - Entry Id*
Hallo, thanks to Zoho Flow I created a flow bethween Trello and Zoho CRM. Now I need to create a flow which update my record in a custom module when a Trello card is moved. My problem is related to the field Entry Id* If I fill it with the record ID it runs perfectly, but I need this flow works for every record of my custom module. How can I fill the field Entry Id* to make the flow work with all records...???? Please check attached files... Carlo Carniel
Latency
I have an integration to shipstation from zoho books. It works. But Sometimes the roundtrip is quick. Within a minute. Usually it takes about 5 to 10 minutes. This is not the first time, but today I'm seeing close to an hour at different points in the day. This is for shipping which is supposed to happen quickly from a workflow standpoint. What gives? When I look at the books order status, the workflow on the books side is notifying that it ran immediatly. So that leaves the issue between books
Creator & Flow - Fetching a lookup record.
Hi, I have a simple Creator application that has a customer and order table, there's a lookup on the order form to the customer form and I'm trying to create a flow so when an order is created it then fetches the customers email address and passes it
Zoho Flow Webhook - Wrong syntax 'size' when executing webhook
I have a webhook from GitHub set up. The webhook inside of Zoho Flow can receive a payload from GitHub, but when I click "Test", I get an Input and Output button. Input is blank, and Output says "Wrong syntax 'size'". I am not sure if I have something
Pull Stripe meta data
Hi, IS there a way to map stripe metadata in the flow. We can see the data passed in the flow, but unable to see it in the builder.
Date / Time Formatting for Analytics
TL;DR - I can't figure out how to format date time info without losing the time portion. I am attempting to use Flow to Create a Row in Analytics every time a row is created in a Google Sheet. The trigger works fine. The action of Creating a Row is a
Woocommerce Connection Errors
I'm using the invokeURL() function in a Deluge custom function to send JSON payload to woocommerce using a "Woocommerce Connection" app. However, a "401 cannot create resource" is response i being returned despite having the proper credentials and using
Zoho Flow / Zoho CRM / WebHook creating a sales order error
Hi, I'm facing a error that I can't solve. The path begins with a external ERP sending a signal of a sales order, via webhook, to zoho flow. In my design, I put the first step to create a contact in Zoho CRM, them create an Iten in Inventy (or update
getRecordsById not working for fetching from Books custom module
The custom function I am working on is pretty simple - I need to fetch a record from a custom module in Books. Here is what i am using: response = zoho.books.getRecordsByID("Countries of Origin",orgID,recordID); info response; OR response = zoho.books.getRecordsByID("cm_shipping_detail",orgID,recordID);
"Unauthorized app"
i'm trying to save a flow having "Zoho Workdrive - File Created" as trigger. But I only get the message "Unauthorized app", and no other information about it! Could please someone help me on this? Thanks Luciano
Creating a Project in Quickbooks online once a PO is Recieved
I am trying to find the way to Create a project in Quickbooks under the client once the Purchase Order is received. I cannot find an option to "Create a Project." Can anyone help?
Using the flow name in custom functions as variable
Hi, In custom functions, is there any way to read/fetch the name of the flow executing that function? We are sending emails to some specific users inside the custom functions if an unexpected case is occured. Currently, the emails say which function got
Retrieve user data
I use Flow to fetch data on Lead Create. The Lead Owner presents as a String "John Doe." How can I retrieve all the user data via the user's base Zoho ID? How can I retrieve custom User fields specified in the Zoho One user record?
Grab client data from both Leads and Deals in flow
I am creating a flow that when a deal is created then a Google Sheets table is populated with basic client information: Name, address, phone, email, etc. Some of the information is only available in the Lead and some is available in the Deal. How can
New CRM Deal Variables Not Working in Zoho Flow
Hi. I updated my CRM fields and inserted variables in Zoho Flow, but the new variable data is not showing up. It works perfectly when I use Test and Debug but it does not work when I use the normal automated flow. Please see attached screenshots. Th
How to add a generic "From" address to use in Flow?
How can I add a generic email address such as "notifications@mydomain.com") as a verified "Send From" address in Flow?
Trigger a flow when payment made in commerce (via Stripe)
I need to update 2 fields in zoho books invoice when an order is paid in commerce from Stripe. I don't see a paid trigger on Commerce? Anyone know a way to catch this in Flow?
Error with custom function in Zoho Flow
Premium support provided me with code to post an expense in QBO using custom function in Zoho Flow. I get the error in screenshot. Support haven't been able to assist for about 2 months. Can anyone help?
How can I have a custom function return a list of variables?
Hi, Still learning Deluge and Zoho Flow. Also, I'm not a programmer. Be gentle. ;-) I would like use the return of a custom function to offer a dropdown when you catch a webhook. Is that possible? drop down of webhook A bit of context. I am trying to return the Zoho Account after searching for a specific field. list find_zaccount_from_iugu_subscription_id(string iuguSubscriptionId) { criteria = "(Iugu_ID:equals:" + iuguSubscriptionId + ")"; response = zoho.crm.searchRecords("Accounts",criteria);
Can you transfer Flows from your Zoho Flow account to other users within the organization?
Can you transfer Flows from your Zoho Flow account to other users within the organization?
GoToMeeting Organizer and Co-Organizers, no way to specify without custom function?
So, my problem is that I am the developer for the company, I never attend meetings. The Flow for bookings/gotomeeting assigns me as the organizer for every single meeting it creates. There is no way to assign an organizer and the option to add co-organizers
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.
How do I prevent this Issue in Flow?
When sending an Email Template that has set recipients. Zoho CRM says "You cannot send email to this record as associated contact doesn't have either a primary or secondary email address" I am not sending any emails to this contact in the first place
Branch on Webhook Value
Hi, How do I set up an If statement based on a field that is a webhook value. One of the fields in the payload is "Lastname". I need to replace it with the email address, if it is Null.
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