Zoho Flow not able to differentiate the 'Section ID' from Zoho Connect.
I aimed to use Zoho Flow to automate the creation of tasks from Zoho Connect into Zoho Projects. In Zoho Flow, I utilized the "Section ID" from Zoho Connect as a decision logic to create task tickets in different projects. However, Zoho Flow was unable
Send email to a definite number of customer each week automatically
Hi everyone, I have just started with Zoho ecosystem as a part of my job. And my newest task is to send mail to 12 different customers every week automatically, no duplicate customers every week, so how can I use Zoho Flow to pick out 12 customers' emails
Automatically create a lead or deal through calendar booking using Zoho Flow
I want to create an automated process from zoho bookings to the lead part of zoho CRM using Zoho flow. But on checking the lead session on CRM, I could not find it I attached the screenshots
Zoho Finance Limitations 2.0 #11: Zoho Flow > CRM Zoho Finance Module ... error saying Module not supported via API
I'm trying to create a flow where I add a note to the CRM Finance (Sales Order) module after a flow is triggered. Scenario When a package is shipped via Zoho Inventory I want to add a note to the related CRM Finance record to Sales Reps can see details.
Is there a way to sync Google Drive and Zoho Workdrive?
I don't want to migrate from one to the other, I want them to sync on ongoing basis.
Can not figure out how to execute python script
I have emailed support 3 times and gotten no response, so maybe some other early adopters can help I created a flow I installed the agent I connected the agent then I get to this screen I have put my script everywhere I can think of, I have tried at least
WorkDrive Folder Name instead of Folder ID possible?
I'm trying to make Flow send an email when a file has been updated in Zoho WorkDrive. My problem is on the insert variable, "Folder" is actually ${trigger.workspace_id}, which looks something like "e123456789123456789123456789" Is there a possibility
Zoho Forms - Clients to upload documentation
Hi there I am wanting to please find out whether or not leads / clients are able to upload their own documentation through Zoho forms / Zoho CRM. We have a product which requires personal information such as identification and proof of residential address to be sent to our agents in order to complete the sale agreement. Can the form be embedded onto the website or is there a link a client can follow in order to upload their required documents, and which will "attach" these documents to the clients
Zoho Flow - 'Filtered' issues
I have built a flow between Sprints and Aha - it was running successfully and still runs successful in Test mode but when turned on now 'filters' all executions. I have tried multiple changes - the trigger filter is a specific Tag which was working before
Woocommerce Line Item Information
I'd like to add each line item from a Woocommerce order to a zoho creator form record. The line items are found within the line items array, but I'm not sure how to get each item out of the array? Any help would be much appreciated.
Wrong Data Types and Decisions
I was trying to use a Decision to test whether the current value of an item was greater than a newly-calculated value, and I discovered that the Decision box didn't give that type of comparison as an option. I presume the issue is that the variables coming
String to float in Zoho Flow
Hi, I have set up a Zoho Flow between Zoho Books and Zoho Sheet to catch quotes with certain filters. the problem occured with amount data format. In Zoho Flow I get the quote amount as string and it is pased into Sheet as a text. Doeas anyone have any
Zoho Flow to Creator 3001 Respoonse
I have updated my Flows with the new V2 connection to Zoho Creator, but now some Flows do not work. They take in data from a Webhook and are supposed to create a record in Creator, however creator returns a 3001 message along with a failure, but I cannot
Call to "zoho.inventory.<any-method>() from a custom Deluge Function within Zoho-Flow returns error: Code 14, Invalid value passed for authtoken.
We found a weird authentication problem when "Deluge make a call from Custom Function in a Zoho-Flow". Code 14, Invalid value passed for authtoken. The code follows: void Token_test_2020() { organizations = zoho.inventory.getOrganizations(); info organizations; leads = zoho.crm.getRecords("Leads",1,200); info leads; } The answer follows: [ { "code": 14, "message": "Invalid value passed for authtoken." }, "{\"Company\":\"beyond woman sl\",\"Owner\":{\"name\":\"Mousee\",\"id\":\"2010XXXXXXXXXXX7009\",\"email\":\"XXXXXXXXXXX@mousee.com\"},(...)"
Body of invokeurl, from Zoho Flow, is being received as NULL
I have the following simplified Zoho Flow function: headers = Map(); headers.put("Content-Type","application/json"); res = invokeurl [ url :"https://sandbox.zohoapis.com/crm/v2/functions/flow_to_queue_portal_task/actions/execute?<api_key_stuff>" type
Updating specific cell in google sheet
Hello, I have used the google sheet integration with other tasks and creating new rows of data collected from our CRM without any issues. However I am trying to work on another project that requires a specific cell to be updated VS the entire row. My
Uploading file as attachment to Zoho CRM
Hi, I am trying to attach a file to a Zoho CRM contact using Zoho Flow. Right now, I try to do it through the “Upload File” field in Zoho CRM (In my screenshots, it’s called Téléchargement du fichier 1). Here is what I tried: Case 1: Webmerge document The Flow is called “Custom Function” (see screenshot 101). Step 1: Creating a Webmerge document (screenshot 99) Step 2: I use “Update module entry” to upload the created file. I upload Webmerge’s “Document” in my “Téléchargemet du
Zoho Desk Fetch Account by name not working.
As the title suggests. I have a Flow that is supposed to fetch the account details using the account name. But doesn't seem to work. All I get is a Null value. Even if though the account exists.
Zoho flow workflow issue
HI i am trying to make a zoho flow whereby responses are sent in to a zoho form. this is the trigger. i then need this to be processed by using a custom function to read the responses and then from this make a custom project based on the name of the person
How do we contact Zoho Flow?
We have now been attempting to contact Zoho Flow's support team for nearly a month. We have sent countless emails, and received no meaningful replies. We have set up over ten supposed support calls, but no Zoho Flow representative ever attends the call.
Converting Calendly event time to Zoho CRM date/time
I have a flow to update a date/time field when someone books an appointment in Calendly. I need help converting the date/time from Calendly into a format Zoho CRM understands. It currently comes from Calendly as: 2024-06-28T16:00:00.000000Z I need it
Zoho Flow RSS Trigger action showing error
Hello, I am trying to set up a workflow to be triggered by RSS action. However, the RSS URL field is showing an error and not allowing me to proceed with the workflow set-up. Note; This URL works in Zapier.
Zoho Flow won't save
I am working on creating automatic itineraries on the Flow. Now, I have gotten my English templates and the flow to create this but I also have to create templates in Hebrew and I can't figure out how to make this save and run. I have a decision that
Priority for Queue in Zoho Flow
I know that in a perfect world, Zoho Flow would always execute in real time, with no delays, and no triggers ever having to be in a status of "Queued." This is not the world that we live in. And for the most part, our organization is okay with 90% of
Can't view image using the link fetch from the zoho form.
So I connect the Zoho Form to Zoho Creator using the Zoho Flow but I can't view the image uploaded in Zoho Form. [{"path":"https://forms.zoho.com/api/form/Test/formperma/gufkgOxKaltV2K1ztByKn-pEw1C2GDFTz7t7RRnzGQY/resthookdownload?filepath=/Test/FileUpload/1719376590442_4.jpg","extension":"jpg","name":"4.jpg"}]
How to create a new Contact Person in Books via Flow
I already have the Contact created in Books via Flow now I want to add just a Contact Person but I think my list/map formatting is wrong. This is what I'm trying to do: // Create contact person for the customer // // Create a map for a contact person
Adding participant to event using Contact ID - JSONarray
I have two issues: In Zoho CRM blueprint: I'm asking my user to create a new event. The event is related to the Deals module. I want to add the Deal's related Contact as a participant. However, blueprint does not allow me to ask the user to add participants (can only add the host) . (Screenshot 126). Can you fix this? Otherwise, I have been working on a workaround where a Zoho CRM event triggers a zoho flow by webhook. I fetch the Contact associated with the Deal (which is associated with the Event).
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,
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