Filter in Zoho Flow Gallery, done wrong
When looking to see how one might go about utilitizing Zoho Flow, you look in the gallery, and put the applications you are interested in connecting, you would expect to see the apps that you filtered for, instead you see everything that can connect to
Zoho Flow - Creator to Excel. Add row to excel sheet using Creator Subform fields
I've created a flow which adds a new row to an excel sheet on submission of a Creator Form. It pulls through all the form fields i require EXCEPT for the Subform fields. Is this a known limitation of Flow or is it something that can be done? Guidance required please. Thanks.
Flow between Contacts module and Sales Order module
Hi I am trying to Create a flow between Contact Module and Sales Order Module. My Motto is Whenever a contact is created in CRM a sales order should also be created in Sales Order module of CRM. The Issue is Product details field is mandatory in Sales
Flowing images CRM - Woocommerce
Does anyone here have the integration between CRM and Woocommerce? I need to send the images of my products from CRM and I can't find a way. Any advice? Thank you.
Zoho Bigin Deal to Excel
I have created a flow where whenever I create a deal, a row is added in an excel file. \ Problem A row gets added whenever I add a new deal. But, values are not updated. I mean a row is added with blank values.
Anyone have a working connection with CRM and shipstation via Flow
Just wondering if anyone has successfully integrated shipstation and Zoho CRM. I know there’s code to do it but am hoping to find out all the pitfalls before I jump on!! Scenario: SalesOrder gets created in CRM with multiple line items. I want this pushed to shipstation. On shipping via shipstation I want to push the tracking # back to CRM. Many thanks in advance
ShipStation Flow incorrectly requires the state code and the country code
Hello, Just wanted to pass along... The ShipStation module should not require state codes or country codes, as these fields are not required by the ShipStation API. If the country code is not populated, it will be assumed to be that of the shipper. If the state code is not defined, ShipStation will populate it based on the zipcode. Thanks, Bryan
Organization Member Invite Error
Hello I am trying to invite a admin member to my origination in Zoho Flow. When the member receives the invite via email and clicks on the "Accept Invitation" button they are taken to a page that says "Error: Could not add user," an image of the error
Zoho Flow error
Hi i was trying to create a flow between Zoho sheets and Zoho Workdrive so that when i enter a name in sheet a folder with that name should be created in workdrive . it was not happening that day and when i try the same on the next day it happened. I
How can the name of the parent task be fetched in a Flow?
Hello, I have set up a Flow for Zoho Projects that sends an e-mail notification for new tasks to the inbox of another task manager (OmniFocus). Now if the new task is a subtask, I would like to send the name of the parent task in the body of the notification.
Unable to test Deluge functions when one of the function inputs is a null value
Hello, It appears that you can't test a custom function if any one of the fields is not populated. Can you please remove this restriction, as it serves no obvious purpose. Thanks, Bryan
parsing webhook payload with unknown object names...
Hello friends, I'm setting up a webhook create a Deal when a order is made thru our 3rd party ecomm provider. All is good and well and working - except I'd like to record the 'license key' from the e-comm order. The trick is that that the json path to
Adding a department assignment to a project or job using deluge / Flow
I'm working on getting Zoho People to add the same three departments to each project and job. I'm attempting to use Zoho Flow to accomplish this but there doesn't seem to be a way to add a department via Zoho Flow. Which leads me to create a custom function
"message":"The value passed for the 'cf' parameter is invalid."}
Team, I am trying to write a custom function in Zoho flow to fetch ticket information from Zoho desk. The function is expected to retrieve the custom field(cf_incident_key) data from Zoho desk. some guidance here will be helpful. I have done various
Zoho Flow - Updating a record in Zoho Creator does not work
I am trying to update a record status field in Zoho Creator using Zoho flow. First I do a FetchRecord on my App, once the data is received, I update the status field to what I want and just use the fields as is from the record retrieved in the previous
Problems with decision
I have a stream where I receive a webhook. I take the result of this submission and set a variable. Then I want to make a decision based on that variable. But the result is just default, always. I don't know what I'm doing wrong. Foto 1 Foto 2 Foto 3
Unable to trigger Zoho People 'Record Updated' for Leave Cancellation
I'm trying to get a trigger for Leave Cancellation in Zoho People. I've tried the Record Updated trigger but the flow doesn't start at all when I cancel leave in Zoho People. Is there any other way to get a trigger for leave cancellation from Zoho People?
Zoho Flow Webhook Trigger isn't properly mapping entire HAL+JSON response
I'm sending a webhook to Flow, which works just fine, but Flow seems to... ignore some of the data? The webhook is received as expected: But only some of the values show when attempting to map variables in subsequent steps, lots of data missing: (I
Product related list on Deals
Is there a way to add multiple Products to a Deal using Flow?
Help with Custom Function for Inventory -> ShipStation?
Hi everyone. I've made a function to try to move new salesorders in Zoho Inventory to shippable orders in ShipStation (based off an old CRM related one posted here), but I'm having issues now and I'm not entirely sure what the issue is. I'll attach my
Add "Update CRM user" action or add Users module to "Update module" or "Create and update module" actions
At the moment only Add CRM User and Fetch CRM User options are supported but Update CRM is not. Please consider adding this. I'll provide a sample scenario where this could be useful based on an experience with one of my clients. A custom CRM module is
Zoho Flow: Calendly to Zoho CRM (custom questions in calendly)
Hi, I set up a flow where new bookings are transfered to Zoho CRM. Works fine for now (new Appointees are added as a Lead, the appointment is added as an activity. Existing contacts are recognized by email and an activity is added.) Problem: I have several custom questions in my calendly booking. One of them is "Mobile number" and some others. Zoho flow pulls that data as "Questions and answers" or "Questions as responses". Unfortunately not the answer alone is pulled but the whole question section.
Contact Form 7 to Bigin via Zoho Flow
I am trying to link Contact Form 7 on our WordPress website to Bigin via Zoho Flow. The flow is "Form entry made" > "Create or update contact". I have successfully made a connection between Zoho Flow and WordPress/Contact Form 7 using the plugin and API
On New Record in Zoho People not handling text values correctly
Create a Flow set to trigger on New Record in a Zoho People form. (Noticed that this seems to auto-create a Webhook in Zoho People that handles this trigger) The Flow triggers correctly when a new People record is created, but one of the fields being
Bigin to Mailchimp using Zoho Flow
I am trying to make a basic connection to Mailchimp from Bigin by Zoho. The connection is "Contact Created" > "Add or update subscriber". All connections are working fine between Bigin > Zoho Flow and Zoho Flow > Mailchimp. I thought it was because some
Can't the assigned debug URLs stick for a Flow incorporating a webhook
Hello Flow Team, When triggering from a webhook, I'm finding that debug/test mode is rather arduous, and almost unusable because every time you want to try another iteration of your flow you're forced to use a new debug hook. This can end up becoming
Why remove create new or update feature
Hi Zoho, Im still trying to digest why you would remove the create new or update existing record feature from flows that send data to zoho recruit, this feature was the best feature Zoho Flow has and removing it has been a nightmare from the customers
Flows searching Zoho CRM for Leads and Contacts
Many of our flows come from forms being filled in but the forms could be filled in by someone who is either a lead or a contact in Zoho CRM. In each of them I search for a lead, if it is not found I search for a contact if it is not found I create a new
Is Zoho Flow planning to Add Action of "Delete an Invoice" to Zoho Books?
Is Zoho Flow planning to Add Action of "Delete an Invoice" to Zoho Books? Wanted to see if this was planned for the near future.
Zoho CRM says "Invalid input for Name. The expected input type is text." what doesn't mean ?
we had this error with five flows
Zoho Flow - Delete a module entry
I have a flow that sends a automated text and then updates a field with the message time, status, and sms body, then I have it send another text and I would like for it to delete that existing field and update with the new info or add another line on
Zoho CRM to Zoho Projects
Hi all, I've been streamlining our processes bit by bit with Zoho. I have a setup where once a deal is won in Zoho CRM, Flow uses this data to create a project in Zoho Projects. My issue is that I can not work out how to get Flow to use a specific project
New Zoho Books "Fetch Vendor" Action is BROKEN!!!
Zoho flow recently implemented new Zoho Books actions that required us to update all of the flows with new actions where we previously used "Zoho Books." Now the new "Fetch Vendor" action doesn't work and ALWAYS throws an error saying "Zoho Books says
Problem with sevDesk (field "product_details")
Hello, I am trying to connect sevDesk with Zoho CRM. The first trigger is supposed to create a module entry (invoice) while fetching an invoice in sevDesk. Unfortunately I am facing issue regarding at least one of the fields. I have no idea which variable
Package Number is NOW mandatory
Hey Team, I have an Inventory Flow and I updated to the new Inventory Flow version. When creating packages, it is now mandatory to fill out Package Numbers. Package Numbers are supposed to be auto generated. How do I auto generate Package Numbers in the
Delete Row from Zoho Sheet if field has been changed
Hello Everyone, We have a custom module inside of Zoho Recruit to keep track of 3rd party service providers. Inside the module, we added a check box called "Active" . This is to tell us who is an active service provider for us. When the Active box is checked, the record ends up on a Custom View inside of the Module in Recruit. If the Active box is unchecked, the record is no longer on the Custom View. In short, I'd like a Zoho Sheet to simply reflect what is on the Custom View. We created a flow
Books - Invoice Line Items
Where are things for being able to add line items to an invoice via Flow?
I've had 3 out my last 4 tasks has failed and the history is blank
this has happened on 3x different flows
Books Flow does not fetch InvoiceID
I have a Flow that fetches InvoiceID from Zoho Books. Unfortunately, it does not fetch the InvoiceID. I created a TEST flow to double check and sure enough it does not fetch the InvoiceID. When you go to Output, there is nothing displayed. I am using Search by Zoho CRM Potential ID. Search value is blank when I check Input. Output is blank I am trying to update an Invoice status and it needs an InvoiceID. Books Flow will not fetch the InvoiceID. Please advise.
Flow ZOHO CRM EMail dont send. Fail
Hi My flow don't send ZOHO CRM MAIL MERGE or ZOHO CRM SEND EMAIL TEMPLATE. Apparently all is correct and we test it some week ago with free version, now after subscription it doesn't work! Cannot understand the problem. I send help request 3 days ago but no answer. Cannot wait, please send me help. Thank you. Same error for all flows but all input parameters are correct. unable to process your request. please verify whether you have entered proper method name, parameter and parameter values.
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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