Zoho Flow just triggers when Flow creator does the specific action
Hello, I created a Flow in Zoho Flow with the trigger "Spreadsheet Created" (Zoho Sheet). The flow triggers when I add a spreadsheet to a Team Folder I created in Zoho Workdrive. However, if another user (admin or not) uploads a spreadsheet to the same
Azure DevOps <-> ServiceDesk Plus Integration
I'm trying to figure out how to make this integration work. As of right now, the way I'm doing things is having each individual SDP Request Template trigger a flow to create a Work Item in ADO. Same way with communication from ADO to SDP. I have them
Zoho Flow On-prem Agent Fails to Update and Won't Startup
(I also posted this issue under "requests".) Started up my on-prem agent today, like I do every day, and found that two different instances of the app on two different computers are broken in the same way. Since it worked flawlessly yesterday with my
Zoho Flow hit ' An error occurred in 's Servers"
Multiple shopify stores and Flow
Hi, we use two different stores in Shopify, with different IDs. We would like to know if both can be connected in Flow at the same time to run different flows. We currently use Zappier to connect products and purchases with campaigns workflows. Than
Integration Linnworks and Zoho inventory in Zoho flow.
Hi Guys It would be appreciated if you could answer me the following answer - we want to Trigger both New item creation and order Creation. All inventory from Linnworks should be synced with Zoho Inventory. But I am unable to map the SKU & order data
Expense update trigger with Zoho Flow Integration
Hi everyone, I’m working on integrating Zoho Flow with Zoho Expense, using Expense Update as the trigger. However, I’ve noticed that the trigger only activates when I update the expense record (e.g., amount), but not when the record status changes (e.g.,
Zoho CRM Fetch Lead
Is there any way to fetch a Zoho CRM lead in Zoho Flow other than by email address or record ID? My business is mostly e-commerce. When an order is placed on any of my WooCommerce sites, there is an automation via Flow that checks to see if the customer
Delay based on specific Time of Day
Goal: Delay after trigger, but only during office hours. Example: Trigger is executed, -if it is between 8am and 11pm EST, Delay for 2 hours. -if it is between 11pm and 8am, Delay until 8am. Can anyone advise how to make this happen?
Extract first and last name
I am trying to build a custom function in Flow, when a new Zoho Booking is added I want to split the Name field into first last name. I understand the function needs to be a string and this works but I am unsure how to write this in the flow script. result = first_name.getPrefix(" "); info result; I also assume to then create the last name Ill use the same but getSufix Any help greatly appreciated. :-)
WordPress.org says "null" - Zoho flow connection failure
Hi during setup of my Wordpress site to Zoho flow at the "configure" stage - I get "WordPress.org says "null" ?
Zoho Flow queued
So I started a flow yesterday that calls other flows subsequently once completed. The process has been showing as "Queued" for almost 12 hours, and has not run any subsequent calls this flow would be making when it completes. Is there a reason why this
Flow Task Limits - How to Monitor, Understand Consumption?
So, I got an email last night saying that I've exhausted 70% of my tasks for this month, and encouraging me to buy more tasks. I started to dig into this, and I cannot for the life of me figure out where to find any useful information for understanding,
Zoho Finance Triggers
I would like to propose that Flows triggered by a Zoho Finance app (Books, Inventory, etc.) have the option to be triggered by the same action taken in any Zoho Finance app, not just the one chosen. Problem: Currently, Flow automations can only be triggered
Problem in comparison logic
Hello team, I have a custom function called BuscaCandidatoxRutQA, which presents a simple logic, use COQL to search under a criterion if there is a person as a candidate in CRM, if there is, it returns their record id, otherwise it returns 0 int BuscaCandidatoxRutQA(string
Create sending email template with 15 day delay
Hello, I need to create a chain in which when a phase is updated in deal. For example, updating a deal to a proposal won in Zoho CRM, a Zoho CRM email template is sent after 15 days to that contact of the deal that It was updated. How would it be done?
Zoho Social integration with Zoho Flow
Is there any plans for Zoho Social integration with Zoho Flow?
Non-existent Zoho Flow support
Anyone else able to communicate with Zoho Flow support team? We have now set up over 10 supposed calls with the support team, but no representative ever turns up. We are working on a time-critical project for our client, and their patience has run out!
No option to set up Zoho OAuth Connection like in Zoho CRM and Creator
In Zoho CRM we use the Zoho OAuth connection to build connections for actions that require scopes from multiple Zoho products (ex: Mail Merge in Zoho CRM V5 require scopes from both Zoho CRM and Zoho Writer). These scopes do not exist in one product alone
Add ability sort and filter custom functions by date created and last updated
Hello, Scenario: Sometimes, when creating a custom function, if for some reason, one leaves the custom function mid-way, one challenge I have experienced is that sometimes one forgets the name of the custom function in progress, which makes it very hard
Google Sheets New Row vs. Updated
I would like to have a flow that says update Zoho CRM is there is a new row OR an updated row in Google Sheets. I would rather not have two flows. Anyone know how I can accomplish this?
problem using Deluge function in my Flow
Hi everyone. I decided today to try to solve a problem using Deluge function in my Flow. For this I need to get all the products that lie in the sales order on which the trigger in Flow was triggered. This is the line where the error occurs: inventoryOrder
Reporting Tags for Zoho Books Integration
When adding or updating a customer in Zoho Books via Flow, I cannot see how to add/update the reporting tags for said customer. Is this a shortcoming in Flow, or am I missing something. If it's not currently a feature, I would propose adding it. Flow
Setting dates for Flows or MA throughout the year
I'd like to as if there is any way to do something in Zoho One. Here's the details: I hold an event several times per year, and know in advance the dates the event will take place. For instance, this year the events will take place July 23, September
Zoho Flow Setup Between CRM and Books Issue
I'm trying to setup the following flow between CRM and Books: CRM record updated (tag added) Create Customer in Books Create Invoice for Customer When I enter the information required for step 2. (create customer), one of the mandatory fields is "display
Upload Videos to YouTube
Dear Zoho Flow Support Team, We are writing to request a new feature for Zoho Flow: the ability to upload videos directly to YouTube. This functionality would significantly enhance the automation capabilities of Zoho Flow for managing our YouTube video
Update Detail View with Zoho Flow
How do I update the detail view of a Lead using Zoho Flow?
Lookup value from External Source (Such as Google Sheets)
I'm looking for Excel's equivalent of VLOOKUP for ZohoCRM using an external source. Something such as Google Sheets to store the lookup data. We would use the "Deal Name" in ZohoCRM to search this data in column A of a table. If there's a match, return
Automatically create a Zoho Desk ticket when a task is assigned in Zoho Projects
Hi, We are currently using Zoho Projects to manage the new installations of the software we sell and Zoho Desk to track the support cases. The workers that are doing a new installation are the same that will support the customers later. The project management
Flow Extension in Wordpress triggers every time user browse page
Hi, We have a wordpress used for our members. Zoho Flow Extension for wordpress is installed. When a user log in the website, Zoho Flow is triggered every time the user visit a page. This is way too much. Flow receives the user profile for nothing. and
Zoho Flow Support not responding
Is anyone else having difficulty getting a response from support? I put in an urgent, business critical request on Thursday and heard nothing back. The auto-response email says 24 hours and thats for standard, this request was specifically marked emergency. I'm deeply concerned there has been a change of standards. I was very impressed with Zoho Flow support when I started using it. Their responsiveness and personal touch lead me to consider other Zoho products that I had been reluctant to try.
Use Flow to Add Form PDF to Deal Related List
I know that in Zoho Forms I can integrate with the CRM, field map and add a PDF for every form submission. But I have a different use case is outside that workflow. Use Case: We have a consulting product that is 90 days in length and host multiple attendees. I created a form to gather the attendee information and need to add a PDF version of the submitted and/or updated form to the corresponding deal. The reason I cannot use the CRM integration within Forms is that the Deal layout has mandatory fields
Create Customer in Quickbooks Phone Number Formatting
The phone number field in ZOHO creator has a +1 and when the customer is created in QuickBooks the phone number needs to be a "free form" number. I know this should be simple, but can anyone help create a script to convert the phone number so it shows
zFlow Concern Adding zDesk Ticket Comment
Hi Zoho Team, I would like to ask how can I properly call this ticket comment based on certain condition. As what you can see below, zDesk ticket comments was being reiterated. Or Am I missing something? zFlow: [Trigger] zDesk Ticket Status Change to
UI / UX - Limit Apps in Builder
Would it make sense to consider limiting the apps available in the Builder screen to those "activated" by the user? The idea here would be twofold. First, it would de-clutter and make it easier for users to find what they need. Second, it seems to take
Add option to clone Zoho Flow actions after those actions have been pre-filled
Hi Zoho Flow team, One feature that would be super helpful for organizations that have to use Zoho Flow for many of their workflows is the ability for them to be able to quickly clone an action already in use in a Flow. The cloned action would contain
Zoho People/Directory > Zoho Vault
Is there anyway to add/change/remove people from a Zoho Vault Group with Zoho Flow ?
Create user in MS Entra ID
Hi guys, I want to create a user in MS Entra ID after creating a record in Zoho Creator. I always got this no-meaning error, has anyone had experience using ZFlow with MS Entra ID?
looking to automate posts on facebook
so i am using zoho social to post to social media but unfortunately it does not post to personal pages and walls, so i need assistance in using zoho flow plus the facebook api so that as soon as a facebook pages page or group has a post, it will automatically
Add attachment to CRM Deal?
I would like to add a link (URL) to a WorkDrive folder as an attachment to deals in CRM. Is this possible?
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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