Tip#65: How can external users create Cards in Qntrl?

Tip#65: How can external users create Cards in Qntrl?



Sometimes, a business process involves users outside the organization. We may outsource and collect information that is needed for our business. In such cases, external users come in to picture. When these external users collect the required data, they will have to upload the same into Qntrl for further business needs. These users are actually not a part of the Organization and so, we'll not be able to add them as users inside the Organization.
 
With the below listed options, external users can upload their collected data to Qntrl without being a part of Qntrl organization. 

1. Public Forms

You can create Public Forms using which external users can enter the information they have collected and upload it to Qntrl. With the Form Link of a Public Form, external users can create cards in Qntrl. All the card details can be filled in the form and submitted to Qntrl.




Know how to create Public Forms from this help document .

2. Email In

An external user can create cards in Qntrl just by emailing the card details to Qntrl. Each orchestration will have a unique Email In ID to which the external user can drop an email with the card details which in turn will create a card in Qntrl. Also, the reply emails will be added as comments on the cards.



Learn more about Email in from this help document .
 
Here's a real time scenario where the above features will be most helpful. Consider Zylker, an online grocery start up firm, which delivers multiple daily essentials everyday. Since it is a start-up, part-time sales executives are appointed to generate leads. The details of the people who show interest in the product have to be uploaded by the part-time sales executive in Qntrl. With the help of Public Forms/ Email In features, the part-time sales executives can add their prospective leads data without having to be a part of the organization.
 
We hope this article is helpful in briefing the different ways to create cards in Qntrl. If you have any suggestions or queries, do email us at support@qntrl.com .

 

                                           Help resources: Qntrl KB | Tutorials | Short Help Videos | How-to videos  


    • Sticky Posts

    • Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly

      Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them.   Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates

    • Qntrl's 2023 year in review

      This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This new

    • Tip #61: 5 different ways to create Cards in Qntrl

      Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning

    • Tip #17: Stay informed of significant business impact using Orchestly

      With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates.   Orchestly recognizes such requirements and provides adaptable solutions for all business

    • Onboard faster with Orchestly's Tutorials

      We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly.   Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management.   We're looking forward to document more customer-centric

    • Recent Topics

    • Mass email from Report output

      Hi, I'd like to send a mass email based on a report output. The report is pulling multiple information from linked modules. Each line of the report ends up with a contact name, email and multiple field values pulled from the linked modules (some are custom

    • Schedule from AI with Zoho Bookings MCP Server

      Greetings from the Zoho Bookings team! We’re excited to introduce the Zoho Bookings MCP (Model Context Protocol) Server integration, a powerful new way to bring AI-driven automation into your scheduling workflows. With MCP, you can connect Zoho Bookings

    • Issue with attaching files to a task through the API

      Hello! I've implemented a function that creates a task for every new bill that is created but I haven't been able to attach to the task the files which are attached to the bill. I have encountered multiple errors but the most common one is error 33003:

    • Create your own Zoho CRM homepage using Canvas - Home View!

      Hello everyone We are excited to share a new enhancement to Canvas in Zoho CRM that gives users more control over how their homepage looks and works. Introducing Canvas Home View! What is Canvas Home View? You can now create and design a custom homepage

    • How to make separate ledgers for GST (different types). Based in India

      Hello Everyone, I am trying to configure GST for a small business and I am not able to create separate ledgers for the different types of GST. In the reports all of it is mentioned under one heading which is not allowed. How do I make sure that the different

    • Zoho mail admin panel not opening

    • Setting default From address when replying to request

      At the moment, if I want to reply to a request, the From field has three options, company@zohosupport.com, support@company.zohosupport.com, and support@company.com.  The first two are really internal address that should never be seen by the customer and

    • Introducing SlyteUI : From Idea to a Working Interface in Minutes

      Hello everyone! Are you spending hours building basic UIs? Does even the smallest customization feel like a major task? CRM customization should feel intuitive and straightforward, not time consuming or exhausting. SlyteUI makes this possible by simplifying

    • Zia Agents in Zoho CRM: a better way to set up digital employees

      Hello everyone, If you've been using Zia Agents in Zoho CRM, so far using Connections was the only deployment method you're familiar with. You create an agent in Zia Agents (define its objective, write instructions, use tools, add knowledge base) and

    • Canadian Banks ?

      Can you advise which Canadian Banks can be used to fully sync credit cards and bank accounts? Thanks

    • Combined Tasks and Issues View (Jira-Style Unified Workload)

      Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding task and issue visibility in Zoho Projects. Current Behavior: At the moment, Zoho Projects separates Tasks and Issues into different modules, each

    • Scale up your support with Zia actions

      Hi there, Have you explored how Zia can help automate repetitive tasks? In customer support, every detail matters when delivering the right solutions to customers, and Zia is here to support you. This edition highlights how Zia can simplify and streamline

    • Disable Zoho Contacts

      We don't want to use this app... How can we disable it?

    • Zoho CRM with Built-In MCP Support

      Zoho CRM now provides built-in support for Model Context Protocol (MCP), enabling AI tools to connect and perform CRM actions using natural language. Zoho CRM MCP servers act as a bridge between AI agents and Zoho CRM, exposing CRM capabilities as callable

    • Allow Zia Agents using Zoho One Account

      When I went to try Zia Agents, it forced the creation of a new, separate account. This seems counter-intuitive to me. I don't want to manage a separate account. Plus, aren't Zoho One users the ones most likely to adopt Zia Agents most quickly? It seems

    • My Zoho mail stopped receiving or sending emails about 3 hours ago

      Its a pop 3 account. The emails get into the actual mailbox on the server and I can send emails directly from the server, but they are no longer in Zoho, in neither of my Zoho accounts. All green ticks under Mail Accounts under Settings

    • POP mailbox limits

      If I am accessing a remote POP mail server using Zoho Mail is there a mailbox quota for the account or is it all related to my mail account storage limits?

    • SPF: HELO does not publish an SPF Record

      I am using Zoho mail. Completed all of the required prerequisites from the dashboard to avoid any issues with mail delivery. But when checking on mail-tester.com getting the following error. Can anyone help me solve this?

    • Check out in Meetings

      Why there is no check out in Meetings of Zoho CRM, very difficult to track

    • Ability to Attach Images When Reporting Issues to Zoho Projects from Zoho Desk

      Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to report bugs directly from support tickets into the Zoho Projects issue tracker. This integration is extremely useful and helps us maintain smooth coordination

    • Zoho Show Keeps Crashing and Goes Down with the Data

      Today, I am experiencing something unusual: Zoho Show keeps crashing and goes down with the data. When you try to reopen the same deck, you get that lovely "Presentation not found" error. This has happened today rather frequently with multiple decks.

    • Outgoing Mail Blocked – Suspicious Login Activity (Need Clarification and Solution)

      Hello, I’m currently facing an issue where my Zoho Mail account has been blocked due to “suspicious login activity,” and outgoing emails are restricted. Here are the details shown: Block type: Outgoing mail blocked Reason: Suspicious login activity A

    • Escalate the tickets to the escalation team through email

      Hi Zoho Team, I would like to ask if it is possible to escalate the tickets when the status changed to "Escalated" by sending an email to them. I have attached the snapshot from my Zoho desk where I want it to email to a certain group(escalation team).

    • Mailbox storage showing incorrect usage

      My mailbox shows 4.99 GB used out of 5 GB. However, actual mailbox usage is only around 394 MB. Trash and Spam are already empty. IMAP/POP is not enabled. WorkDrive is not in use. This appears to be a storage calculation issue. Please help to recalculate

    • Google Fonts Integration in Pagesense Popup Editor

      Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts

    • Have to ask: WHY is Zoho Purposefully blocking Apple Reminders?

      I just have to ask: Why is zoho purposefully blocking Apple reminders (CalDav). This is just strange... I just can't see a reason why this is done both within the Zoho calendar and mail calendar? These are both paid services. Why? This little simple feature is forcing me to leave Zoho. Our workflow depends on Reminders and after talking with an Apple engineer, they noticed theat Zoho is purposefully blocking this caldav port call. I just don't understand why. Thanks!

    • I am not able to check in and checkout in zoho people even location access allowed

      This issue i am facing in mackbook air m1, I allowed location in chrome browser and i also tried in safari but getting similar issue. Please have a look ASAP.

    • Printing receipts with 80mm thermal printer and Zoho Creator

      I have a sales form in my Zoho Creator app and I would like to print receipts for customers. Question 1: From what I've read on this forum there's no way to submit and have the receipt print automatically, you'd have to go through the printer dialog,

    • Integrate with WooCommerce using Wordpress Plugin

      We’re thrilled to announce a powerful update to the Zoho Marketing Automation WordPress plugin with WooCommerce integration! This enhancement enables new possibilities for businesses running online stores using WooCommerce, empowering them to merge seamless

    • Removing To or CC Addresses from Desk Ticket

      I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This results

    • When I schedule calendar appointments in zoho and invite external emails, they do not receive invites

      Hello, We have recently transitioned to zoho and are having a problem with the calendar feature. When we schedule new calendar appointments in zoho the invite emails aren't being sent to the external users that we list in participants. However, this works

    • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

      Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

    • Unable to send

      Hello, I am unble to send any single email during the whole time due to the Zoho IP 136.143.188.16 being bloked by SpamCop.net Please help can somebody help me?

    • Errorcode 554

      Hello, I am unble to send any single email during the whole time due to the Zoho IP 136.143.188.16 being blocked by SpamCop. Please can somebody help me?

    • Spamcop

      Have been trying to email several of our clients and many of our emails keep getting bounced back with an error that states: ERROR CODE :550 - "JunkMail rejected - sender4-op-o16.zoho.com [136.143.188.16]:17694 is in an RBL: Blocked - see spamcop.net/bl.shtml?136.143.188.16"

    • Emails being blocked / spamcop

      Hello, I am unablr to send any single email during the whole time due to the Zoho IP 136.143.188.16 being blocked by SpamCop.net Please help on this.

    • Zoho IP blocked by SpamCop 136.143.188.16

      Hello, I am unble to send any single email during the whole time due to the Zoho IP 136.143.188.16 being blocjed by SpamCop.net Please help on this.

    • This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

      After not using the domain rcclima.org.pe for some time, I'm trying to set up the free version of Zoho Mail. When I tried to validate my domain, rcclima.org.pe, I received the error message discussed in this thread: "This domain is not allowed to be added

    • 554 5.1.1 – Mail sending blocked for the domain(s): [gmail.com]

      Here's your corrected text: Hello, I hope you are doing well. I was unable to send a message and received the following error: "554 5.1.1 – Mail sending blocked for the domain(s): [gmail.com]" I tried to send and deliver an email but got this error. I

    • Can I hide empty Contact fields from view?

      Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be

    • Next Page