Zoho workflow not triggered

  • lucy624
    Asked on October 7, 2020 at 2:38 AM
    It appears that the workflow triggers are perhaps not up to date on your end. I've been on a couple of calls with Zoho, and the workflows are working except for when records are created through a Jotform. I'd just like to verify that this is the code that Jotform has to trigger workflows with Zoho.

    While inserting the records, they need the add the below code to the existing API code. Then only it will trigger the workflow, blueprint etc.

    "trigger": [

    "approval",

    "workflow",

    "blueprint"

    ]

    https://www.zoho.com/crm/developer/docs/api/insert-records.html

    Can you check with them whether they're using the code in their API request ?

  • Vanessa_T
    Replied on October 7, 2020 at 3:08 AM

    I read the API link you provided and based on it, it states that you only need to include trigger[] if you do not want the items in it to be triggered.

    1602054511 5f7d696faff43 01825 Screenshot 10

    If I understand your concern properly, for this form, https://form.jotform.com/202738834041150, the workflow is not executed after the submission.

    As per checking, the form is set to create a Reference and trigger the workflows.

    Can you please share a screenshot of your workflow so we may try to replicate it on our end?

    How-to-Post-Screenshots-to-Our-Support-System (Note: Email Attachment Is Not Supported)

  • lucy624
    Replied on October 7, 2020 at 9:36 AM

    1602077579 5f7dc38b5b9f8  Screenshot 101602077579 5f7dc38b2329e  Screenshot 211602077578 5f7dc38aaf3c7  Screenshot 321602077578 5f7dc38ab450d  Screenshot 43

  • Jimmy_D
    Replied on October 7, 2020 at 1:04 PM

    I have integrated a clone of your form with my Zoho account, and the workflow is triggered when I submit a test. 

    I set the workflow to trigger an email when the first name is filled, and I got this notification for my test. 

    1602090221 5f7df4ed35c6c  Screenshot 10

    I have checked the Zoho CRM integration configuration on your form, and it should also trigger your workflow every time someone submits your form. No additional setting is needed.