Card #1819 · Zoho Marketplace
Lack of native PDF/document upload automation in Zoho Books
Merchants are struggling to automate the process of uploading invoices and documents from Zoho Books to other storage or systems. The current lack of a native upload parameter in Zoho Flow forces users to write custom code for basic file transfers.
Pain score
0.55/ 1.00 · weighted product of four components
Reach0.63distinct authors (log-normalized)
Recency0.66freshness decay, half-life months
Engagement0.39upvotes + comments, normalized
Monetization0.50willingness-to-pay cues in evidence
§ Evidence — 3 verified quotes
wondering where to start as their admin work is crazy long currently and would be much faster if it’s possible to upload a doc pdf or invoice to Claude and have it automatically update zoho
I was not able to find a parameter that could upload the pdf or file... There is no upload attachment or file or document option available under zoho workdrive
You need a custom function in flow to upload the file. It’s annoying that they don’t have that and we still need to code for it.
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