Flow is in black down
Hi, I'm working on creating flows from scratch. But after various attempts Flow now is down. How could I reattivate?
Sending CRM Email from Zoho Flow
Hello, I am receiving this error when I attempt to send an email from a template in the CRM through Zoho Flow: Zoho CRM says "the related id given seems to be invalid" I am currently using the contact ID in the Entity ID field. I've also tried the Template
Change of Ownership for Zoho Flow Apps
Hi there, How can I change ownership of a zoho flow connection or app from a user who has been deactivated to a different active user? "This app has been deactivated because the team members who originally installed it are no longer regular members of
Prestashop Connector
Hello, This is really a terrific addition to the Zoho Suite. I've been looking into Integromat as a similar solution to bridge between Prestashop and Zoho. Can Zoho add a Prestashop connector into Flow? Thanks, Bryan
PrestaShop Integration
Hi, Will you be adding PrestaShop integration to Zoho Flow? Thanks, Matt
When CRM Client:Products related list is updated, update same in Desk
My use-case is that when a user updates a Client(Account) in CRM (specifically when the associate and disassociate Products with that Client/Account) we want to see what related Products were added or removed. Then in Zoho Desk, we want to associate and
Update "member status" in CRM campaign
Dear Zoho Community: I'm trying to update the below field in CRM Campaigns via FLow (Member status) the problem is, I can't seem to find it in any CRM building block. I'm assuming it's "update related module entry" but that field does not belong to Campaigns
cannot create a Ticket in Zoho Desk with Fetched contact
I have a flow which fetches a contact from Desk and creates one if it does not exist then creates a ticket with that contact associated. The problem that I am running into is when I create a contact, I have the contact ID field available to use when
On Zoho Flow: Zoho CRM says "Invalid input for Email. The expected input type is email."
I am currently trying to integrate Home Advisor with my Zoho CRM using Zoho Flow. This error came up and I'm a little confused on how to fix it. Can anyone help me with this?
Flows Being Delayed By Hours
We have multiple flows being triggered by different apps that are taking hours before executing today. Some examples: Calendly to Flow Also Zoho Checkout to Flow As well as Webhook processing being queued for hours: Any reason why Flow is operating with
Zoho Flow to Zoho CRM says "Invalid input for Phone. The expected input type is phone."
Hi everyone, I created a webhook to pass data from LinkedIn Sales navigator to ZOHO FLOW. Here the simple FLOW In the image you can see the JASON, where the phone number is passed with the suffix "MOBILE:" which I think creates problems for ZOHO CRM.
Zoho flow - fetch mail
Hi, So I'm trying to fetch content of an incoming mail and add it as comment in a task in Zoho project. Is this possible with Zoho flow? If so, can i get some instruction on the Gmail fetch action. I don't know what the variable name and message ID is for and couldn't find any information how to set the fetch to fetch the email content.
Need help creating a flow Zoho Subscriptions > Zoho CRM
I am having difficulty creating a Flow. Details: The flow should trigger upon a new subscription. The Flow should update a field (within a custom CRM module) for that specific customer. The Member (contact) within the custom module has a unique ID that
Change Ticket Status (Desk) when somebody booked a Service (Bookings) with Flow
Hi, Im using Zoho Desk as a ticketsystem where i change the status manually to "Invite", to sent a link to my Service i created in Zoho Bookings, where people can book my service on their own. This works perfect except, that i don't get a feedback in
Why can't I add a lead to my journeys?
Hi everyone, I'm trying to add leads acquired through webhooks (using a form on my wordpress site) to my Journey on Makreting Automation. As you can see from the attached image, I don't understand why this drop-down menu doesn't have the list of my Journeys
Attaching a file to a CRM Deal through Flow
We have a Flow that is grabbing particular emails from an inbox, running them through Flow's DocaMatic interface and converting them to a PDF, then we're trying to attach them to a Zoho deal. This last step we're trying to accomplish with this following
how to fetch aal items from zoho books invoice line items
I have done integration of zoho books with salesforce using zoho flow. And my requirement is that whenever i create an invoice in zoho books the same should get generated in salesforce and also the product object i have in salesforce where all items in
Zoho Flow Custom Function - Collection Error
I have setup a custom function that takes a string value I receive from a webhook which is the full address provided by a user. I want to break this address into it's pieces so as to map each piece to Zoho CRM fields (ie. street, city etc). This function
Show SMS from Twilio into Cliq
I'm trying to find how to show any recieved messages from Twilio into Cliq, is this possible and if so how? Thanks in advance.
Sheets + Flow + Books
I have a Flow looking to updated or created rows in Zoho Sheets. Then it should create an invoice in Books. No matter what I do when testing the flow I get the final error in the Books flow test showing Zoho Books says "Invalid value passed for bulk_update"
Item can't be created through Flow even though all data seems to be correctly formatted
My flow creates a number of Sprint items from CRM data when a deal moves into the closing funnel. The "Create Item" node works fine except when I try to assign start/end dates from CRM data and calculated dates. The input seems to match the error just
Zoho Flow
This thing works whenever it wants.. very frustrating. same tasks.. some filter some complete.
Formatting HTML fields
I have a flow that writes a comment to a zoho desk ticket. I can't figure out how to format the comment in flow so it is readable in zoho desk. I've tried HTML tags but they don't seem to have any affect.
Creating Sales Order in ZOHO books using Flow
While creating Sales Order , I need to provide custom sales order number from salesforce custom module, i have given Ignore auto number generation? as True . But there is no field to provide SalesOrder Number which is required to create Order in zoho
Connect to Excel Shared Folder
I have created a flow that works properly - when i update a field in zoho crm, the appropriate change is reflected in an excel workbook. My issue is that I want to perform this flow with an excel worksheet that is on a shared drive, but i can figure out
API Request Key Value Entry - Zoho FLOW Custom Function
Hello, Could someone help me about below API Request custom function of Zoho Flow script? How can I get params part between [ ] in output as key and value? They have to appear as key-value but I couldn't get success it. Probably need some small change.
Zoho Flow History Export
Is there a way to export a history of all flows?
Zoho Flow - Zoho Workdrive > New Zoho Sheet > Zoho CRM
Hi, I have a Zoho workdrive that I want to keep checking to see if new sheets have been added or if previously added sheets have been updated. Once a sheet is added/updated I want to get the data from said sheet and use this data to create/update a record
Youcanbook.me integration with Zoho CRM using Zoho Flow
I am trying to create a flow where bookings generated on Youcanbook.me then create a contact on Zoho CRM with those details stored. The flow fails due to a 'BigInt' issue which is related to the CRM contact owner field in the flow. How do I work around
Using Flow to create a folder in box and pass the URL into CRM
Hello, I have set up a Zoho Flow so that when a field is set in Zoho CRM, it creates a new folder in Box titled with the records ID and Name. However, I am struggling to figure out how to pass the URL for the newly created Box folder back into a field
How to stop a Flow from reoccuring for the same Deal
Hi all, I'm a bit of a rookie to Flow, (still getting used to all the different fields like Logic, Variables, Decisions., Delays etc..so would appreciate anyone's help! I have created a Zoho flow for our Bigin CRM. In the Bigin workflow: When last activity
Zoho CRM or Zoho Survey to Smartsheet via Zoho Flow
I have a flow set up that will update Zoho CRM when a row is updated in Smartsheet. However, I am having trouble setting it up the other way around. For instance, if a client is updated in Zoho CRM, I would like the row in smartsheet that is connected
Better filtering on Zoho Flow Logs
I would've created this as an "Idea" but it really is a "Problem". Zoho Flow only allows you to filter on the DateTime and Status of flows when troubleshooting logs. This becomes problematic when you have hundreds of flow exections of a flow in a short
Trouble picking a reporter using the Jira Cloud Zoho Flow integration
Currently we have implemented the Jira cloud integration in Zoho flow. It works great until we received higher permissions in the Jira suite and I am now required to add a "Reporter" as one of the options. I have tried multiple names / emails to satisfy
Folders to organize flows
How about a folder structure to organize the flows? The UX of Flow can needs some improvement.
Convert Estimate to Sales Order in Zoho Books
I am trying to set up a flow to convert an estimate to a sales order automatically in Zoho Books, but I do not see a "convert estimate to sales" order action like the "convert sales order to invoice" action. What is the best way to create a sales order
Not all "Deposit To" accounts are showing up in Books Record Payment module
When attempting to create a new payment in Books using Flow, not all of the "Deposit To" accounts are showing up that I have in Books. In particular, the one I have setup for Venmo fails to show, despite being perfectly accessible from the UI. Others
Fetch multiple entries in a module
Hi everybody, I want to use flow to look for multiple entries that have the same value in a field, see how many of those entries there are and then modify another field based on the results. Is this doable with just the drag and drop part of flow or will
How to get Error Message and Status ?
Hello, In a flow, I'm creating an Invoice. In case there is an error, I trigger an cliq message to notify a bot with the error However, editing the Message to Bot block, I can't find the Error Message variable in the Create invoice variable list (it's
Set the value of a Multi-select field with Set Variable in Zoho Flow
I am trying to set a field value of a multi-select field with Set Variable in Zoho flow One of it's values is "Trialing" I click on the value field then from the right hand side-panel I find the proper field and click this fills the value input box on the left with: ${createOrUpdateContact_1.sumApp_Status} I want to set this to "Trialing" I have tried different ways of doing this (as I can find no explanation in docs) ${createOrUpdateContact_1.sumApp_Status}"Trialing" ${createOrUpdateContact_1.sumApp_Status}="Trialing"
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