Add "Status" field to Zoho Inventory "Package updated" trigger
This is an important field for setting up automations and it is already available in the "Package created" trigger. Please add the "Status" field in the "Package updated" trigger. Best regards, Mladen Svraka Zoho Certified Consultant and Authorized Partner Email | Web | LinkedInHow to set Territories with trigger of ZOHO CRM New/Update Deal Entry?
Hi. How to set Territories with trigger of ZOHO CRM New/Update Deal Entry? I did set value using territoryID and territory name, but I couldn't set.Custom Function- Date Format- toStartOfMonth
I've tried custom functions a few times but never with any success. I'm trying to use the toStartOfMonth function based on current date. I've tried several different instructions from Zoho Flow and Deluge instructions and there is always something wrong. I know this is very simple, but if anyone can help I'd really appreciate it. Sallymisleading date information in Zoho Calendar Module
Hello, I find that there are incoherent date format hint in the Zoho Calendar create event form After several failed in formats, I finally find the above yyyyMMdd is the correct format to use. Please remove the below two wrong format hints. Best,Zoho Flow -> Zoho books time entry
Hey all I am creating a flow to allow a webhook triggered timesheet response. I have the payload set up right and its getting broken down properly into variables. My problem is that it seems like the create a time entry action on Zoho books timesheet entry does not allow a parameterized project. Many other fields will accept the values from variables, but for some reason, the timesheet action requires a literal project be selected. I sent a request into Zoho but wanted to ask here to see if thereIncoming Webhook -> Zoho CRM - format mismatch
I am trying to create a Lead in CRM from a payload coming from a Webhook. (Partial) Webhook payload is: { "webhookTrigger": { "payload": { "data__xml": "<?xml version=\"1.0\" encoding=\"UTF-8\"?><form_data><time_submitted>05:00 PM UTC</time_submitted><page_uuid>b89733f7-1d7c-4ed9-b3ea-7d6bed508e58</page_uuid><lead_source>Symphonic</lead_source><label_or_company_name>CC3</label_or_company_name><phone_number>123</phone_number><email>aa3@bb3.com</email><page_name>Symphonic Get Quote</page_name><date_submitted>2020-06-12</date_submitted><last_name>BB3</last_name><first_name>AA3</first_name><ip_address>50.92.99.210</ip_address><page_url>https://get.plaympe.com/symphonic/</page_url><variant>j</variant></form_data>", "data__json":Zoho Sign and Zoho Workdrive Integration with Zoho Flow
Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive using the Zoho Flow integration. For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder named "John Doe". I have a folder created for each customer due to the Zoho Sign and Zoho CRM Integration. I tried using Zoho Flow for a Zoho Sign and Zoho Workdrive integration, but some errors have appeared. Thanks in advanceCall creation failing
I have a flow that's been working without issue until June 7th. Starting June 7th, the flow has failed 100% of the time. I get the following error now - "Zoho CRM says 'Please provide a valid call start time and duration'. Check the input for Call_Duration and try again." I haven't changed anything, and I don't see what I need to change to make this work. Any suggestions?Value not calculated correctly
When Using ZOHO CRM Create/Update Entry on ZOHO Flow, I want to set the field's value which is calculated from two fields. All of the fields type is integer. ex.) ${module.fieldA*module.fieldB} And, ${module.fieldA*module.fieldB} is work, ${module.fieldA-module.fieldB} is work, ${module.fieldA+module.fieldB} is not work correctly. when A is '50', B is '10', ${module.fieldA*module.fieldB} -> set '500' ${module.fieldA-module.fieldB} -> set '40' ${module.fieldA+module.fieldB} -> set '5010' (correctFlow fails with error "integration disabled in showtime"
I have built a flow to automatically add registration to a Showtime Remote Session. The flow is triggered when a Zoho Form is submitted and the details submitted are used to register the person to the session. While the Test & Debug shows that the flow works, the live flow always fails with the error message "integration disabled in showtime." Appreciate assistance in getting this integration working.Zsign Issue : trigger "document signed" and action "Send request by email"
Hello, i want to send a signed document to a backoffice email and it works but with sending two times the same email. does somebody know that problem I've created two Flow jobs : 1/ CRM trigger New module entry (deal) --> ZSign action "send document" using a template and the customer email 2/ Zsign trigger "Document signed" --> Zsign action "send request by email" to backoffice email --> 2 identical emails received with the good document ...Where are Zoho Projects documents stored?
The projects uploaded to a specific Zoho Project and to Zoho Projects templates, where are those documents stored in Zoho Writer ? That is, how do I access all the individual documents uploaded to individual projects in one central location?Zoho Flow Success Error
Help me please ! I'm creating Flow. I'm performing the transaction. It seems to be successful, but the subsequent operation is not taking place.Google Sheets to Zoho CRM Deals
Hi, I am trying to get some comments from my Google Sheets into the Deals module in CRM. This is the error I get: "Zoho CRM says 'unable to process your request. please verify whether you have entered proper method name, parameter, and parameter values.'" I have attached the flow image and what it consists of, and also the GS comment I am trying to add in the deals module. Am I doing something wrong?Map Email sent using Flow Back To CRM
Thanks God For Every Second!! Hi, I Am sending Mail merge using the amazing Zoho Flow Integration. I Want to be able to get all the sales signals of the email sent Back In the CRM. Is that possible? I Couldn't find any ID's of the sent email to be mapped back to the orginal Module.Todoist says "Invalid temporary id"
Hello, I am testing a Zoho Flow integration between Zoho Projects and Todoist. I am simply trying to create a task in Todoist when a new task is created in Projects. I had some problems converting the date format, but I think I have the proper UTC format that Todoist requires. However, the flow is still failing on this error (see attached screenshots for input and out of the step that is failing): Todoist says "Invalid temporary id" Can I get some help troubleshooting this error? Thanks!Zoho Flow date/hour format adjustment
Hello! We've been passing our leads from Zoho Flow to Zoho CRM by the integration, and we have a problem with the date/hour format in Zoho Flow. So the format supported in Flow always contains seconds, and in our CRM the field of time/hour that we want to map, can't contain seconds, so they are both not compatible. Is there any chance to change the format or "ignore" the seconds in Zoho Flow so they are equal? What we need is the following: dd/mm/yyyy HH:mm. Thanks in advance!How do I access a map key+value to use as input for a process?
Hi, We've got a custom function that outputs a map containing 4 key-value pairs. All four are IDs that we need to use elsewhere as inputs to other processes but I can't see how we select just one map item for the input to another process - The only option we get in the picker is to select the whole map variable as the input, which obviously won't work for an item expecting a single input of an integer. I'm hoping we're missing something really obvious. I've looked through the docs though and can'tMy flow keeps going on loops and deactivated
I have a flow that keeps getting deactivated because there is no way (I dont know how) to make it execute only once. I need: When a deal is won - Create a folder in Zoho Work Drive (name same as deal name) - Create subfolder in the above folder - Create a New project in Zoho Project (name same as deal name) Using the deal name as the name for the Main folder and project name Please help with detailed instructionsHow to create a new ZProject when a Deal is Won?
I have been trying to setup a flow Everytime a deal is won - create a new project in Zoho Projects. Its not working. I have no idea how to do it please help Need instructions with details please or a callCan you use wildcards in a Fetch Function
I'm working on a flow to add a new deal in Zoho CRM. We sell courses. For this particular form, the person needs to have completed a different course to be able to move on. Only people who have completed the course will have a link to the form, but I would still like to check first. My flow can fetch the Contact, so then I am looking for a deal that is Closed (Won) and the name CONTAINS a certain code (a three letter acronym we use). Are there any wildcards that can be used in the fetch function?Zoho Books "Create Recurring Bill" is NOT an option
Hi Zoho, Zoho Flow has so many actions for Zoho Books. Unfortunately, there is not option for "Create Recurring Bill." Options for Creating Recurring Invoices and Expenses are there as options but not recurring bills. Is there any way that your team will be able to create that action?Webhook
Can Zoho Flow connect to third party apps? I have requested twice support on webhooks gettind data from elementor and no luck whatsoeverFlow not working when trying to Create a Merged Doc with info from a custom CRM module w/ subform
I am having a problem creating a flow that gets its info from a webhook connected to a button in a custom module in Zoho CRM. I have made a template in Writer that follows: This is a clone of the template in the CRM mail merge which works perfectly if i do it manually through there. My flow gets the custom module entry id through a webhook, then fetches the module entry data, and creates a merge document from that data. I know the webhook and the fetch work because if i replace the "create mergeJson outout
Hello I am getting Json output back from a Parsehub. I am getting {"Name":" First Last", "CSZ":"City, State, Zip"}. I would like to flow this information into a new CRM Contact but I would like to break it up. Have any ideas? Is this a custom function, a deluge script, or something else. I have looked around just not sure which way to go. Thank you MikeAny way to merge document from Zoho CRM and send for Signature (using Zoho Sign)
There is currently an action of "Send Mail Merge" from Zoho CRM. Is there a similar function that would mail merge the document from the template and send out for signatures using Zoho Sign?Create Event to existing contact from Calendly booking
I I want my calendly bookings transfered to Zoho CRM with the following steps: 1. Appointment is booked 2. Is there an existing contact? If YES, then create event (with booking data). If NO, then to step 3 3. Is there an existing lead? If YES, then create event (with booking data). If NO, then to step 4 4. Create lead. Create event to that lead with booking data. Steps 3 and 4 work fine, but step 2 doesnt work. I get the error: "Zoho CRM says "Zoho CRM says 'invalid data'. Check the input for $se_moduleFlow / BigCommerce Connection: New Order Created
I'm using the Premium BigCommerce connection. My flow triggers when there is a new order, however I'm getting triggers when there is an "incomplete" checkout as well as New Orders. People are not paying or completing their order and flow is treating it as a new order. My flow takes the BigCommerce order and creates it in CRM. I'm getting duplicate orders because of this and also orders that nobody has paid for. ThanksMulti-select or Checkbox Data Between Two Zoho Creator Applications
Hello, I have two Zoho Creator Applications which are sharing data. Both Applications have a 'Checkbox' field-type, 'Department'. In Flow, I set Application B (recipient) field to 'Use a Custom Value' and my custom value is set to: #{applicationA.Department} (see attached image) However this will either result with an error or null value upon Flow execution (see attached image). I am currently using the Free version of Zoho Flow and have not exceeded any usage limits. Please provide guidance onCannot Get Product ID from ZOHO CRM
I am trying to create an invoice in ZOHO invoice based on an updated module entry in ZOHO CRM (Invoices Module). The issue I am having is, I need the FLOW to take particular actions based on the specific product that is attached to the invoice module in the ZOHO CRM, however while I can fetch associated accounts details for the module, I cannot get the product details which I need for the flow to be truly dynamic. Need some assistance, tearing my hair out on how to make this work. Zapier seems toZoho Flow and Zoho CRM Incomplete Integration
I find myself so close to being able to produce some really great automations, however i find myself falling short constantly due to limitations on the zoho crm and zoho flow integration. Maybe i am just missing something. Below is the scenerio as well as a screenshot of my flow. Lead comes into the system, assigned to 1 of 7 sales reps. After a delay of about 15 minutes I need to send an email ( using a template ) to the contact. So far I have this working very well. The issue is as follows. IForm Submission all the way thru attached item Flow from forms to Recruit
Hi All, we are in the process of migrating all of our staff over to Zoho at the moment, we, however, have been using various Zoho products for some time now. 1. The Candidate fills in a form online (Zoho Froms) 2. From is merged in writer 3. Form is emailed to HR department 4. File Is made in work drive Applicants : (first name | Last Name | Candidate ID) Save File as: Accounting Questionnaire (first name) (Last Name) (Candidate ID) PDF if folder Already exists Add to their Folder Save File as:I have Account ID. I want to update Deal to have new account based on Account ID. How do I do it?
When I choose an action of "Update Module Entry" and select to update Deal, I can update the Contact using Contact ID. I can update the Owner using the "Owner ID," but to update the Account, I have to use Account Name. Can there be an option to use either Account Name or Account ID? We have some Accounts that have the same name, so I can't reliably use Account Name correctly link an account to a deal. But I can more accurately put an Account ID to map a specific Account to Deal. How can I updateUpdate Zoho Invoice Data to Google Sheet
Can anyone help me with my question? I am using Zoho invoice so with help of Zoho flow I have created flow where if any new invoice has been created it will add to google sheet automatically. The problem which I am facing is if we update any old invoice then how it will get update in google sheet. Please help me as soon as possible.Any way to Fetch Zoho CRM Deal by "Auto-Number"
In our Deals Module of Zoho CRM, we have a field that is an "Auto-Number." A number gets automatically generated and assigned to that deal. Is there any way that we can "Fetch Deal by Auto-Number?" I couldn't see a standard option in the Zoho CRM "Fetch Deal" Action. Can that be added there since this will be a unique number on every deal. If not possible, is there a custom function to fetch deal by auto-number?Problem with multiple selection list
We have a problem when receiving the data through the webhook, in a multiple selection list I send it a data as json array in this way {data: value} but when trying to insert the value the insert fails and fails the flow.Zoho Flow creating Zoho CRM entry and data type problem
Hi all, I'm trying to connect Calendly with Zoho CRM. From a logic perspective, I'd like the following to happen. Client schedules a call in Calendly Call is added to Zoho CRM record A Task is created with a due date 14 days after the scheduled date of the call The call is added just fine - no issues there. When I try and create the follow up task, I'm running into issues, specifically with the due date and data types. No matter what I try, I get a data type error on the CRM side. CRM is receivingCan't Connect to my Organization when Adding Trigger from Zoho Flow
Hi I am adding a Zoho Desk trigger for the first time. I generated an Authtoken, and it successfully took me to the next page. I am required to select Organization which is a dropdown, but when I try, there is nothing listed there. Our organization (Guard Home Warranty) should be listed but it is not. I think this might be because my zoho flow account is under one email but my zoho desk admin is under a different email. Would this be the issue? If so, what's the easiest way to resolve this?More Actions for Zoho Subscriptions
Hi Zoho, Will there be plans to add an action of "update record" within the Zoho Subscription application? I would like to have the option to update customer information within zoho subscriptions using zoho flow.Zoho Books Trigger "Bill Created" does not work
Hello everyone, I'm trying to set up a flow, but the trigger for Zoho Books "Bill Created" does not work. I've been trying repeatedly to test it by creating fake bills in Zoho Books and even tough the Webhooks seems to be called through a workflow in Zoho Books, nothing happens in Flow (nothing shows up in the History tab also). I've attached some screenshots. Does anyone have a solution please? Thank you!!Next Page
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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 theHow 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 ZohoAllow 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
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