Zoho CRM: Option to trigger workflow rules for Leads/Contacts "wftrigger = true".

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    code007x
    Asked on April 13, 2015 at 11:37 AM

    hi,

     

    i too vote for this feature. i have asked zoho and they said

    "wftrigger = true"

    has to be passed by api.

    when ever this feature is added please let us know in this thread.

  • Profile Image
    ashwin_d
    Answered on April 13, 2015 at 11:43 AM

    Hello code007x,

    I am creating a feature request to add an option to trigger Zoho CRM workflow rules through "wftrigger=true" and sending it to our back end team. We will get back to you as soon as we have any update from them.

    Thank you!

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    ymatthew
    Answered on April 13, 2015 at 01:57 PM

    Posting here so I can get notified as well.

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    ymatthew
    Answered on July 16, 2015 at 12:06 PM

    Any word on this?   I'm not sure why this has / can't be added to the API code with the Zoho API.  

    Without that line of code, we can't begin workflows or automate any processes.  

    As we keep growing, this is becoming more and more necessary for our business.  We love jotform and it has been working great, but if this can't, or won't be added anytime soon (I have asked for this over 6 months ago in a separate thread) we will be forced to go to another form builder who has this working.

     

    Please let me know what the status of this is, so that we can decide how we will proceed forward.

    Thanks,

    Yann/InstantCard

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    EltonCris
    Answered on July 16, 2015 at 02:14 PM

    @ymatthew 

    Sorry but there is still no updates about this request. Unfortunately, this feature is mark with less priority, it may be due to the number of users requesting this. 

    However, I found a workaround using Zapier. You can integrate Jotform to Zoho at Zapier and enable workflow as seen on the example below.

    Hope this helps!

  • Profile Image
    ChartallBusinessCollege
    Answered on April 06, 2016 at 04:39 AM

    Hi there,

     

    Has there been any progress on this?

  • Profile Image
    EltonCris
    Answered on April 06, 2016 at 05:59 AM

    @ChartallBusinessCollege I have moved your request here https://www.jotform.com/answers/811598. I will also escalate it as a feature request so you will receive an update once this is implemented. You may consider the workaround I've provided above for now.

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    NeilVicente
    Answered on July 07, 2016 at 07:39 AM

    Hi,

    This is now available. Simply select "Yes" from the "Trigger Workflow?" option in our Zoho integration wizard.

    Cheers!