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lucy624Asked on October 7, 2020 at 2:38 AMIt 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 ?
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Vanessa_TReplied 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.
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)
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lucy624Replied on October 7, 2020 at 9:36 AM
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Jimmy_DReplied 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.
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.