Fetch ALL items from Inventory and send to Google Sheet using Flow
The title says it all -- I want to fetch the Item name, SKU, Purchase rate, and Sales rate for ALL items in Zoho Inventory and have them populate a tab in an existing Google Sheet. I have already successfully made this work for one item, so the flow is
affichage pièces jointes impossible
Bonjour, aujourd'hui je n'arrive pas à afficher ni à télécharger les pièces jointes dans ZOHO CRM. J'utilise Chrome, j'ai vidé les caches et les cookies. Mais cela ne change rien. Merci de votre aide
Reminder to renew subscription.
Whenever I try to add to one of my notes a " renew your subscription" window pops out and won't Close disallowing me to edit. Why should I renew my subscription on an application with at best such bugs and at worse such underhanded ways to force ren
Fields not coming through, not pulling data
Forgive the noviceness of my vocabulary. I am in Zoho flow connecting CRM and Projects. When an opportunity hits a certain stage, it will create the project in Projects, and bring in data from the opportunity. Everything is working, except for two fields
Smartsheet Integration
Has any in the community been able to integrate Zoho Desk with Smartsheets using Zoho Flow? I am trying to get the Smartsheet Row ID based on ticket data and cannot find documentation on the Get Row function for Smartsheet. It is asking for a Query String
CRM Campaign - how to mass remove contacts?
Does anyone have a solution for removing all contacts from a CRM campaign. Seems that one by one is the only option.
Cadence Support in Zoho Vertical Studio
We would like to know whether it is possible to create and configure Cadences in Zoho Vertical Studio, similar to the Cadence feature available in Zoho CRM. Please confirm if Vertical Studio supports creating cadences for modules and users, and whether
Is it possible to automate a file to be directly uploaded to a specific subfolder in Zoho Workdrive?
I am establishing a workflow so that when a new task is marked "complete", the document submitted in the task (under the "Documents" tab) is automatically uploaded to a specific subfolder in the associated WorkDrive for the project. However, the dilemma
decisions based on content of a ticket
Hi, I need to create a flow that sends automated email based on the content of a ticket in zoho desk. I have certain tickets that are formatted in a particular way, and contain certain keywords. How can I filter (based on decisions) the tickets based
One Company, multi branches, multi warehouses and I need to manage this in one organization
Dears, I'm a new user to zoho solutions, however I found a lot of persons giving a nice feedback about it also a lot of good reviews. I though why we try to move to it in our company. I'm not sure if Zoho could give me all what I need or not that's why I'm going to post in this topic most of the things I know about managing our business to let you ,as zoho experts, tell me if Zoho will meet my business requirements or not. First of all we are a flowers and landscaping company we have like 6 to
Migration Evernote
Bonjour Apres plus d'une dizaine d'année passer avec evernote j'ai décidé de franchir le pas . J'ai débuté par migrer mes notes vers zoho et depuis la migration est bloquée. Impossible d'avoir un retour du support malgré plusieurs mails et tentative d'appel
Pushing GCLID info from Gravity Forms to ZohoCRM
We are switching to Gravity Forms from Zoho Forms and I cannot find any good info on how to make sure my GCLID tracking info is pushed through to the CRM through my new forms. There was an article in the documentation about placing something within the
On Zoho Flow, Record deleted trigger from Zoho Creator
On creating flow in Zoho Flow, when we select app Zoho created, it provides 3 trigger options - Record created, Record updated and Record created or updated We need trigger on "Record Delete" as well, We have a use case to fire our system api if record
MS Teams Flow Integration Question
Where can I find the chat ID for the "Post message to chat" target?
Zoho Flow - Access denied to recover recording from call module - OpenAI
Hi, I am trying to build a Flow to recover recoding when a new call is saved in my CRM. I have integrated my CRM with ringcentral and the recordings are saved in the event. Trigger: When new module entry Step 2: Fetch module entry (Zoho CRM says "permission
Unable to send price in big commerce from zoho flow.
I am creating a flow from zoho flow to create a product in zoho inventory and sending this to big commerce. But the problem is like when ever i send the price its getting error. it require decimal format value if i am sending ${trigger.sales_rate} the
Not sending mail to new lead in zoho flow
I have created a flow in zoho flow and triggered an action to send email notification when the new lead is created but even after user entering the mail id the email is not going to them
Identify Unused Deluge Functions in Zoho CRM
Hello Zoho Support Team, I would like to request a feature that helps administrators identify unused or rarely used Deluge functions in Zoho CRM. Currently, Deluge functions are distributed across different areas, and there is no centralized overview
Run a workflow after record merge
Hello, We are wondering if there is a way to trigger a workflow after two records are merged? We have a sms service that use to text back and forth with Prospects and Contacts. To make it easy for our users, we automatically create them in this other
Batch Tracking custom function
Hi fellow zoho users, We have our ecommerce site setup to shopify. I have some products I want to add batch tracking too, my only issue is that it breaks our shopify workflow (create sales order, invoice, payment, package) because it requires us to manually
Company Multiple Branch/ Location Accounting
Hi All, anyone know whether company can maintain their multiple Branch Accounting in Zoho Books. It will be chart of Accounts & Master Data will be same but different report available as per per Branch. Thanks & regards, Vivek +91 9766906737
Is it possible to setup bin locations WITHOUT mandating batch tracking?
Hi fellow zoho users, I'm wondering if anyone else has a similar issue to me? I only have some products batch tracked (items with shelf life expiry dates) but I am trying to setup bin locations for my entire inventory so we can do stock counting easier.
Sharing my portal URL with clients outside the project
Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.
Zoho Flow + QuickBooks Estimates – Line items not created from CRM subform
Hi everyone, I’m trying to create QuickBooks Estimates from Zoho CRM Quotes using Zoho Flow. I’m aware that Zoho Flow’s native “Create Estimate” action does not support multiple line items, so I followed the community guidance for Invoices using a custom
SAP S/4 HANA Integration via ZOHO Flow
Hi How do I change the SAP Client ID while creating a new connection ? MY client ID is 421. I believe the client id should be an input field for length 3 numbers rather then a drop down to select from a fixed set of values. Thanks
emails duplicated in my outlook client
Hello I am just new here and I have a litle problem that I do not find how to solve. I sumarise here after. Your help would be very appreciated. I have just recently contracted this zoho mail servicesservices as an initial evaluation yesterday night. I then: - opened a free account - created 1 initial email address ..........@domain.com - created a second email address ..........@domain.com - proceeded with the config instructions (checking the ownership of my domain, changing MX etc... ) as
How to check task starting time in zoho mobile app?
I am using the Zoho mobile app on my iPhone, and I am not able to see the task's starting and finishing times. When opening the Task information / Details, I can only see the Task start date and due date, but not the time. Is there any way to check a
Creating an extension in Sigma: Zoho CRM isn't selectable as a service
I have 2 Zoho accounts which are part of 2 different workplaces. One workplace is able to select 'Zoho CRM' as a service option when creating a new extension, the other one is not. I'm not sure what the exact differences are between them. What do I need
List of packaged components and if they are upgradable
Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?
Knowledgebase SEO
We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search
Changing field types
Question im a Zoho CRM user and curious, if I change a flied type from single or multi line text to a URL field type will i lose the data in the field or will it be converted to website link automatically. Thanks
Paging through API results. a major gap in your documentation.
There is no way for me. to get all of my data through a single API call. Typically REST APis have mechanisms for paging through API results. But the documentation for the API I am using: https://desk.zoho.com/DeskAPIDocument#Introduction Has no mention
Time Tracking on Iphone doesn't stop
When I start a time tracking session the timer starts as expected. However when I hit stop, the timer remains on that project. The only buttons available are discard and start. Start runs the timer more and discard says it will throw away the data from
Zoho Books blocks invoicing without VeriFactu even though it is not mandatory until 2027
I would like to highlight a very serious issue in Zoho Books for Spain. 1. The Spanish government has postponed the mandatory start of VeriFactu to January 1st, 2027. This means that during all of 2026 businesses are NOT required to transmit invoices
Flow using way too many tasks
I built a flow that is using way too many tasks for what it is doing. I reached out to support a week ago but never heard back so hoping the community can help. Does a filter count as a task? I am seeing tons of records filtered with < 1 Sec Time Taken
Saved Sections?
In sites editor, the + button reveals options to add a section, element, etc. It includes Saved Sections, but I can find no way to save a section I've already created. Otherwise, is there a way to copy a section from one page to another?
Loading Project Balances in ZOHO Books for each project
Hello, What is the best method for loading project balances actual and budget into ZOHO books to provide tracking to our project managers. We have projects and federal awards (also treated as projects) which span multiple years. We are converting from
Zoho Books "Update" Trigger for Zapier?
Hi Zoho Team, I've been in talks with Zapier about using their services to connect my Zoho Books account to various apps, but I require an additional trigger beyond the "New" trigger. I require an "Update" trigger, which will allow me to filter and create Zaps only when certain conditions are fulfilled on the Zoho Books end before I automate a separate app. Specifically this will help me create invoices in QuickBooks Online only when payments are recorded in Zoho Books, rather than when a new invoice
How to prevent editing of closed tickets in Zoho Desk?
I would like to confirm whether it is possible to completely prevent agents from editing tickets once their status is set to Closed. Is there any configuration, permission, or best practice in Zoho Desk to ensure that closed tickets remain read-only and
New Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link
I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe link
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