Add Claude in Zoho Cliq

Add Claude in Zoho Cliq


​

Let’s add a real AI assistant powered by Claude to your workspace this week, that your team can chat with, ask questions, and act on conversations to run AI actions on.

This guide walks you through exactly how to do it, step by step, with all the code you'll need.

Just copy, paste, replace the placeholders and you'll be good to go.


By the end of this guide, you’ll have:

  1. A Claude bot inside Zoho Cliq to have real back-and-forth conversations.
  2. The ability to @mention Claude in any channel and reply to a message and ask Claude to act on it.
  3. A message action to act on messages in Cliq by Claude. Additionally, pre-built actions to review code, generate mind maps, draft a reply for the selected message, or explain it like you’re new.
IdeaBefore you start:
1. A Zoho Cliq account with Developer access.
2. An Anthropic API key
3. Basic comfort with Deluge (optional — all code is provided 😉)

A. How to get an Anthropic API key?



1. To get an Anthropic API key, sign up at the Anthropic Console (console.anthropic.com).
2. Navigate to the API Keys tab, and click Create Key. 
3. You must add credits via the Billing section to activate the key. Copy the key immediately, as it cannot be viewed again.

Alert
Note: In this guide, the API key is pasted directly into the code for simplicity. But never, ever share your API key to others and double-check before sharing screenshots or code.

B. Create a Connection 

Claude needs permission to: Read chat messages and Fetch attachments (like PDFs) when prompted, for that let's create a connection for it.  ⓘ Learn more about connections

1. Go to the Connections module (in Bots & Tools) → Create Connection
2. Add a Connection name, for eg. "readmessageandfile"
3. Select:
ZohoCliq.Attachments.READ
ZohoCliq.Messages.READ
4. Create
Click Create, then authorize the connection. Copy the connection name, you'll paste it into the handlers in the next steps.

How to start

Go to Zoho Cliq → Settings → Bots & Tools 

Claude Bot:




  • Go to Bots → Create Bot.

  • Name it Claude and give it any description of choice.

  • First, let's create a Message handler to handle the conversations first.

  • Click edit code and copy paste the below code in it (follow along the comments to understand what each part does)

Idea

One API endpoint. That's all.


Both the bot and the message action use the same single Anthropic endpoint: POST /v1/messages. The only thing that changes between them is the system prompt and what you put in the messages array. Once you understand that, the rest is just assembly.
Explore API docs →


Message Handler:



What does this do: Fetches last 10 (customizable - but keep message limit small ( around 10–15 to avoid token overuse)) chat messages for additional context and enables natural chat conversations 


  1. info environment;
  2. botUniqueName = "BOT-UNIQUE-NAME";
  3. // Replace with your bot unique name
  4. cliqBaseUrl = environment.get("base_url");
  5. fetchRecentMessages = invokeurl
  6. [
  7. url :cliqBaseUrl + "/api/v2/chats/" + chat.get("id") + "/messages?limit=10"
  8. type :GET
  9. connection:"CONNECTION-NAME"
  10. //Read below how to create a connection, and paste here:
  11. ];
  12. info fetchRecentMessages;
  13. contentList = list();
  14. contentList.add({"role":"user","content":"Act as a conversational assistant. Reply to the message below in a friendly, informative, and well-organized way.\n\nGuidelines:\n- Respond only to the message provided.\n- Do not use memory or external context.\n- Be warm but professional.\n- Be clear and structured (use short paragraphs or bullet points if helpful).\n- Provide helpful details or clarification where useful.\n- If something is unclear, ask a polite follow-up question.\n- If action is needed, suggest a simple next step.\n- Do not include meta commentary.\n- Output only the reply.\n\n\nSTRICTLY USE * FOR BOLD, AND NEVER ** FOR BOLD MARKDOWN."});
  15. allMessages = fetchRecentMessages.get("data");
  16. for each  data in allMessages
  17. {
  18. type = data.get("type");
  19. if(type == "card" || type == "text")
  20. {
  21. getMessage = data.get("content").get("text").replaceAll("\n"," ");
  22. senderID = data.get("sender").get("id");
  23. if(senderID.startsWith("b-"))
  24. {
  25. contentList.add({"role":"assistant","content":getMessage});
  26. }
  27. else
  28. {
  29. contentList.add({"role":"user","content":getMessage});
  30. }
  31. }
  32. }
  33. info contentList;
  34. // Set up API headers
  35. apiHeaders = Map();
  36. apiHeaders.put("anthropic-version","2023-06-01");
  37. apiHeaders.put("Content-type","application/json");
  38. apiHeaders.put("X-Api-Key","INSERT-API-KEY-HERE");
  39. // Don't forget your API key!
  40. model = "claude-sonnet-4-5-20250929";
  41. requestPayload = {"max_tokens":1024,"messages":contentList,"model":model};
  42. // Make API call to Claude
  43. claudeApiResponse = invokeurl
  44. [
  45. url :"https://api.anthropic.com/v1/messages"
  46. type :POST
  47. parameters:requestPayload + ""
  48. headers:apiHeaders
  49. detailed:true
  50. ];
  51. info claudeApiResponse;
  52. if(claudeApiResponse.get("responseCode") == 200)
  53. {
  54. responseBody = claudeApiResponse.get("responseText");
  55. parsedResponse = responseBody.toMap();
  56. claudeMessage = parsedResponse.get("content").get(0).get("text").replaceAll("\n\n","\n").remove("---").remove("#");
  57. if(claudeMessage.length() > 4000)
  58. {
  59. claudeMessage = claudeMessage.subString(0,4000) + "...";
  60. }
  61. info "Claude's Response: " + claudeMessage;
  62. }
  63. else
  64. {
  65. responseBody = claudeApiResponse.get("responseText");
  66. parsedResponse = responseBody.toMap();
  67. claudeMessage = "*" + parsedResponse.get("error").get("type") + "* \n" + parsedResponse.get("error").get("message");
  68. info "API Error: " + claudeApiResponse;
  69. }
  70. responseContent = {"text":claudeMessage,"card":{"title":"Claude says...","icon":"https://uxwing.com/wp-content/themes/uxwing/download/brands-and-social-media/claude-ai-icon.png"}};
  71. info responseContent;
  72. info zoho.cliq.postToBot(botUniqueName,responseContent);
  73. return Map();


⚙️ Replace These Placeholders

BOT-UNIQUE-NAME (ⓘ How to find it?)
CONNECTION-NAME
INSERT-API-KEY-HERE


Mention Handler:



What does this do: This is to allow Claude to be @mentioned in any chat.
  1. userMessageText = "";
  2. fileAction = false;
  3. repliedMessage = false;
  4. if(message_details.get("message").containKey("replied_message"))
  5. {
  6. repliedMessage = true;
  7. replyMessageID = message_details.get("message").get("replied_message").get("id");
  8. messageType = message_details.get("message").get("replied_message").get("type");
  9. if(messageType == "text" || messageType == "card")
  10. {
  11. userMessageText = message_details.get("message").get("replied_message").get("text");
  12. }
  13. else
  14. {
  15. fileType = message_details.get("message").get("replied_message").get("file").get("type");
  16. if(fileType != "application/pdf")
  17. {
  18. return {"type":"banner","text":"Only PDF files are supported for this action","status":"failure"};
  19. }
  20. else
  21. {
  22. fileAction = true;
  23. }
  24. }
  25. }
  26. promptInstruction = "\"### Instructions ⓘ \nProvide a human-digestible, highly organized response (300-500 characters). Break down your output into bite-sized paragraphs and use bolding to guide the reader's eye. *Strictly avoid tables.* Use plenty of white space and only ### headings for a clean look. \n\n ### Formatting Protocol • \n - Bold: *text* \n - Italic: _text_ \n - Strike: ~text~ \n - Underline: __underline__ \n - Headers: ### Title \n - Quote: \"quote\" \n - Blockquote: > text \n - Bullets: Use • or → for lists \n - Emojis: Use ✨, 🚀, or 💡 to highlight key takeaways \n - Separator: --- \n\n ### and replace ** to *";
  27. userPrompt = "";
  28. if(message.trim().length() > 0)
  29. {
  30. userPrompt = "Action: " + message + "\n\n\n" + userMessageText + "\n\n\n" + promptInstruction;
  31. }
  32. else
  33. {
  34. userPrompt = "Action: " + userMessageText + "\n\n\n" + promptInstruction;
  35. }
  36. // Set up API headers
  37. apiHeaders = Map();
  38. apiHeaders.put("anthropic-version","2023-06-01");
  39. apiHeaders.put("Content-type","application/json");
  40. apiHeaders.put("ENTER-APIKEY-HERE");
  41. // Don't forget your API key!
  42. // Check if message is text-only or contains a file
  43. if(!fileAction)
  44. {
  45. // Handle text-only message
  46. requestPayload = {"max_tokens":1024,"messages":{{"content":userPrompt,"role":"user"}},"model":"claude-sonnet-4-5-20250929"};
  47. }
  48. else
  49. {
  50. // Handle message with file attachment
  51. uploadedFile = invokeurl
  52. [
  53. url :message_details.get("message").get("replied_message").get("file").get("url")
  54. type :GET
  55. connection:"ENTER-CONNECTION-NAME"
  56. ];
  57. info uploadedFile;
  58. // uploadedFile = message.get("content").get("file").get("name");
  59. base64EncodedFile = zoho.encryption.base64Encode(uploadedFile);
  60. if(message_details.get("message").get("replied_message").containKey("comment"))
  61. {
  62. comment = message_details.get("message").get("replied_message").get("comment");
  63. userPrompt = userPrompt + "\n" + comment;
  64. }
  65. else
  66. {
  67. userPrompt = userPrompt;
  68. }
  69. mediaType = "application/pdf";
  70. requestPayload = {"max_tokens":1024,"messages":{{"role":"user","content":{{"type":"document","source":{"type":"base64","media_type":mediaType,"data":base64EncodedFile}},{"type":"text","text":userPrompt}}}},"model":"claude-sonnet-4-5-20250929"};
  71. }
  72. info requestPayload;
  73. // Make API call to Claude
  74. claudeApiResponse = invokeurl
  75. [
  76. url :"https://api.anthropic.com/v1/messages"
  77. type :POST
  78. parameters:requestPayload + ""
  79. headers:apiHeaders
  80. detailed:true
  81. ];
  82. info claudeApiResponse;
  83. // Extract the actual text response
  84. if(claudeApiResponse.get("responseCode") == 200)
  85. {
  86. responseBody = claudeApiResponse.get("responseText");
  87. parsedResponse = responseBody.toMap();
  88. claudeMessage = parsedResponse.get("content").get(0).get("text").replaceAll("\n\n","\n").remove("---").remove("#");
  89. if(claudeMessage.length() > 4000)
  90. {
  91. claudeMessage = claudeMessage.subString(0,4000) + "...";
  92. }
  93. info "Claude's Response: " + claudeMessage;
  94. }
  95. else
  96. {
  97. responseBody = claudeApiResponse.get("responseText");
  98. parsedResponse = responseBody.toMap();
  99. claudeMessage = "*" + parsedResponse.get("error").get("type") + "* \n" + parsedResponse.get("error").get("message");
  100. info "API Error: " + claudeApiResponse;
  101. }
  102. responseContent = {"text":claudeMessage,"card":{"title":"Claude says...","icon":"https://uxwing.com/wp-content/themes/uxwing/download/brands-and-social-media/claude-ai-icon.png"}};
  103. info responseContent;
  104. if(repliedMessage)
  105. {
  106. responseContent.put("reply_to",replyMessageID);
  107. }
  108. info zoho.cliq.postToChat(chat.get("id"),responseContent);
  109. return Map();


Message Action
What does it do: Allow Claude to act on any message or file.

Quoteⓘ For files, we've extended this to only PDF file formats for now to keep implementation predictable and to avoid unsupported file formats

What we're adding:
1. When executed on any message, a form opens to prompt:

A. 🔍 Review code
Claude acts like a senior engineer who finds bugs, lists risks, suggest improvements, provides corrected code.



B. ✨ Explain like I'm new
Claude teaches you what it is, why it matters, how it works, an analogy or common mistakes for any concept.


C. 🧠 Make Mindmap
Converts content into a structured ASCII flow chart for explaining system designs, feature breakdowns or general product thinking.


D. 📌 Draft a reply
Give professional, concise business replies to address, asks clarifications, suggests next steps in a human tone. 


How to create:

1. Create a Message Action, name it Ask Claude and give any description of your choice.



2. Message properties:  Text messages, Attachments, Links
3. Enter code as instructed below:
(Copy the function name and replace it in Line. 14)
  1. info message;
  2. returnForm = false;
  3. if(message.get("type") == "file")
  4. {
  5. fileType = message.get("content").get("file").get("type");
  6. if(fileType != "application/pdf")
  7. {
  8. return {"type":"banner","text":"Only PDF files are supported for this action","status":"failure"};
  9. }
  10. }
  11. inputs = list();
  12. inputs.add({"label":"Choose an action","name":"action","mandatory":true,"type":"radio","options":{{"value":"reviewcode","label":"🔍 Review Code"},{"value":"explainthis","label":"🧠 Make Mindmap"},{"value":"ExplainlikeImnew","label":"✨ Explain like I’m new"},{"value":"Draftreplyforthis","label":"📌 Draft reply for this"}}});
  13. inputs.add({"label":"More instructions","name":"additionalInstructions","placeholder":"You can provide additional instructions if needed.","min_length":"0","max_length":"500","mandatory":false,"type":"textarea"});
  14. return {"type":"form","title":"Ask Claude","hint":"What would you like Claude to do? Choose an action or write your own.","name":"INSERT-FUNCTION-NAME","button_label":"Submit","inputs":inputs,"action":{"type":"invoke.function","name":"INSERT-FUNCTION-NAME"}};
Next, let's create a function and then link it up to the built-Message action to open the form:


Form Function:



1.Go to Functions → Name your function (Eg. askclaude) and add description
2. Select Form function
3. Create



Once created, in the Form Submit Handler, paste this code:
  1. info form;
  2. info message;
  3. // Set up API headers
  4. apiHeaders = Map();
  5. apiHeaders.put("anthropic-version","2023-06-01");
  6. apiHeaders.put("Content-type","application/json");
  7. apiHeaders.put("ENTER-APIKEY-HERE");
  8. // Don't forget your API key!
  9. actionType = form.get("values").get("action").get("value");
  10. promptInstruction = "\"### Instructions ⓘ \nProvide a human-digestible, highly organized response (250-300 characters). Break down your output into bite-sized paragraphs and use bolding to guide the reader's eye. *Strictly avoid tables.* Use plenty of white space and only ### headings for a clean look. \n\n ### Formatting Protocol • \n - Bold: *text* \n - Italic: _text_ \n - Strike: ~text~ \n - Underline: __underline__ \n - Headers: ### Title \n - Quote: \"quote\" \n - Blockquote: > text \n - Bullets: Use • or → for lists \n - Emojis: Use ✨, 🚀, or 💡 to highlight key takeaways \n - Separator: --- \n\n ### and replace all ** to *";
  11. if(actionType == "reviewcode")
  12. {
  13. userPrompt = "🔍 You are a senior engineer. \nReview this code: \n• List bugs or logical errors \n• Note assumptions and risks \n• Suggest improvements \n• Provide corrected code \n• Explain why your version is better\n\n\n" + promptInstruction;
  14. }
  15. else if(actionType == "explainthis")
  16. {
  17. userPrompt = "🧠 You are a systems thinker. \n•Convert the input into a visual flow chart using plain text. \n•Strict Output Rules \n•Output ONLY inside a triple backtick code block \n•Do NOT use Mermaid \n•Do NOT write paragraphs \n•Do NOT explain anything \n•Do NOT use bullet lists outside structure \n•Use ASCII connectors to form a real flow chart \n•Use arrows (→, ↓, ↳, ├──, └──) to show relationships \n•Maintain clear hierarchy and spacing \n•One single root at the top \n•Logical directional flow (top → down) \n•Structure Requirements \n•Root node at top \n•First-level branches below \n•Subpoints indented \n•Cross-links if relevant \n•Clean spacing \n•No duplicated nodes \n•Required Format Example \n•MAIN IDEA \n•Branch 1 -> Subpoint -> Subpoint \n•Branch 2 -> Subpoint ->Subpoint \n•Branch 3 -> Subpoint -> Subpoint\n\n\n" + promptInstruction;
  18. }
  19. else if(actionType == "ExplainlikeImnew")
  20. {
  21. userPrompt = "✨ You are a teacher for beginners. \nExplain: \n• What it is \n• Why it matters \n• How it works (steps) \n• A simple analogy \n• One common beginner mistake\n\n\n" + promptInstruction;
  22. }
  23. else if(actionType == "Draftreplyforthis")
  24. {
  25. userPrompt = "📌 You are a professional responder. \nReply to this message: \n• Directly address main point \n• Ask for clarification if needed \n• Suggest next steps \n• Keep it concise and clear \n• Make sure message in a buisness casual tone, consise, human written.\n\n\n" + promptInstruction;
  26. }
  27. if(form.get("values").get("additionalInstructions").length() > 0)
  28. {
  29. userPrompt = userPrompt + "\n" + form.get("values").get("additionalInstructions");
  30. }
  31. // Check if message is text-only or contains a file
  32. if(message.get("type") == "text" || message.get("type") == "card")
  33. {
  34. // Handle text-only message
  35. userMessageText = message.get("text");
  36. requestPayload = {"max_tokens":1024,"messages":{{"content":userPrompt + "\n\n" + userMessageText,"role":"user"}},"model":"claude-sonnet-4-5-20250929"};
  37. }
  38. else
  39. {
  40. // Handle message with file attachment
  41. uploadedFile = invokeurl
  42. [
  43. url :"https://cliq.zoho" + environment.get("tld") + "/api/v2/files/" + message.get("content").get("file").get("id")
  44. type :GET
  45. connection:"ENTER-CONNECTION-NAME"
  46. ];
  47. info uploadedFile;
  48. base64EncodedFile = zoho.encryption.base64Encode(uploadedFile);
  49. if(message.get("content").containKey("comment"))
  50. {
  51. comment = message.get("content").get("comment");
  52. userPrompt = userPrompt + "\n" + comment;
  53. }
  54. else
  55. {
  56. userPrompt = userPrompt;
  57. }
  58. mediaType = message.get("content").get("file").get("type");
  59. mediaType = "application/pdf";
  60. requestPayload = {"max_tokens":1024,"messages":{{"role":"user","content":{{"type":"document","source":{"type":"base64","media_type":mediaType,"data":base64EncodedFile}},{"type":"text","text":userPrompt}}}},"model":"claude-sonnet-4-5-20250929"};
  61. }
  62. info requestPayload;
  63. // Make API call to Claude
  64. claudeApiResponse = invokeurl
  65. [
  66. url :"https://api.anthropic.com/v1/messages"
  67. type :POST
  68. parameters:requestPayload + ""
  69. headers:apiHeaders
  70. detailed:true
  71. ];
  72. // info claudeApiResponse;
  73. // Extract the actual text response
  74. if(claudeApiResponse.get("responseCode") == 200)
  75. {
  76. responseBody = claudeApiResponse.get("responseText");
  77. parsedResponse = responseBody.toMap();
  78. claudeMessage = parsedResponse.get("content").get(0).get("text").replaceAll("\n\n","\n").remove("---").remove("#");
  79. if(claudeMessage.length() > 4000)
  80. {
  81. claudeMessage = claudeMessage.subString(0,4000) + "...";
  82. }
  83. info "Claude's Response: " + claudeMessage;
  84. }
  85. else
  86. {
  87. responseBody = claudeApiResponse.get("responseText");
  88. parsedResponse = responseBody.toMap();
  89. claudeMessage = "*" + parsedResponse.get("error").get("type") + "* \n" + parsedResponse.get("error").get("message");
  90. info "API Error: " + claudeApiResponse;
  91. }
  92. responseContent = {"text":claudeMessage,"card":{"title":"Claude says...","icon":"https://uxwing.com/wp-content/themes/uxwing/download/brands-and-social-media/claude-ai-icon.png"},"reply_to":message.get("id")};
  93. info responseContent;
  94. info zoho.cliq.postToChat(chat.get("id"),responseContent);
  95. return Map();

When triggered: Opens a form → User selects an action → Adds additional instructions → Submits → Claude processes the selected message


And that's it. You're Claude integration is ready to be used. 


What's Next:

What you built today is just the foundation.

Shape it around how your team actually works. Extend it to turn discussions into action items, review PRs before they’re merged, generate standup updates, extract tasks automatically, or create knowledge snippets from resolved threads.

Start with one real pain point. Solve it well. Then layer more intelligence on top.

The structure is already there. The possibilities are yours.

🔗 Explore Zoho Cliq: Developer Platform
🔗 Explore Anthropic API Docs

Questions? Comments below. 
Looking forward how you'll build and go make it your own. 🚀

    • Sticky Posts

    • Automating Real-Time Zoho Bookings Alerts in Zoho Cliq

      Enable your teams to respond in seconds by bridging the gap between booking confirmation and team notification. No sticky notes, no calendar nudges and no follow-up frenzies. For businesses that rely on scheduled appointments, real-time visibility is

    • Cliq Bots - Post message to a bot using the command line!

      If you had read our post on how to post a message to a channel in a simple one-line command, then this sure is a piece of cake for you guys! For those of you, who are reading this for the first time, don't worry! Just read on. This post is all about how

    • Add Claude in Zoho Cliq

      Let’s add a real AI assistant powered by Claude to your workspace this week, that your team can chat with, ask questions, and act on conversations to run AI actions on. This guide walks you through exactly how to do it, step by step, with all the code

    • Automate attendance tracking with Zoho Cliq Developer Platform

      I wish remote work were permanently mandated so we could join work calls from a movie theatre or even while skydiving! But wait, it's time to wake up! The alarm has snoozed twice, and your team has already logged on for the day. Keeping tabs on attendance

    • Customer payment alerts in Zoho Cliq

      For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,

    • Recent Topics

    • Adding a custom formula field from sub-forms

      I have used my 5 Aggregated Sum fields in the subform. I have another column I want to add a summary of. This can be in a separate section/field. The formula field won't pull in information from the sub-form. How do I pull information from the sub-form

    • Remove Zoho Header from Portals

      I have a portal page with custom domain. But when I print directly from a webpage, the Zoho CRM header shows. It kind of kills the branding aspect. Is there a way to get rid of this?

    • Creator List not showing

      I've edited a list in creator, but when I open it in the live version the list is completely different. Anyone know why this is happening? Edit Version: Live Version:

    • Please design a better spam filter

      Hi Team, While I love Zoho Mail for all the awesome features you have designed - this is the one you need to do a lot of work on - Spam Filter. Your spam categorization seems to be very inefficient - any email containing brand images or a tracking pixel

    • Host not reachable when sending

      For few partner that I send regular emails now got error and they don't receive emails Temporary failure fam-xxx.hr/185.xx.xx.xxx Host not reachable. Have more than 20 mails in https://mailadmin.zoho.eu/cpanel/home.do#mailSettings/retryEmail please

    • IP flagged as abusive

      I'm getting the error that 136.143.188.15 is listed as abusive. I've checked with mxtoolbox.com and it is indeed in the list

    • App passwords stop working

      Some of my app passwords appear to stop working after awhile. Seems to happen every 6 months or so. Just had to change one again for the second time in a year. Is this a bug or a feature? Or perhaps changes are being made on the back end on occasion that

    • Duplicate entries for contacts birthdays

      Good morning I have recently started to use my Zoho calendar and noticed that there are multiple birthday events showing for some of my contacts. I have checked my contacts and there were duplicates for some contacts which I have now rectified but the

    • Problem: New Email Consistently Failing to Sync/Display in Inbox

      Recently, I have noticed that my Zoho Email inbox does not indicate I've received a new email, until I go to *another* folder and then return to the inbox. Only then will new emails be displayed. This has happened 100% of the time, during the past few

    • Zoho IMAP Access to mail doesn't sync messages

      As stated in the topic - I have company account email address setup, and it has ( as in the picutre ) ActiveSync and Imap access enabled. However the messages does not show up while logged in in Zoho Mail however when I log in in thunderbird everything

    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

    • Temps working custom view in Zoho Recruit

      How do you create a custom view of temps working for this week.  I have tried multiple combinations of job status, start date, end date etc but I am unable to find the correct combinations to show the temps I have working this week?? Any suggestions on how I can do this. 

    • Client Scripts similar to CRM?

      Hi, Is there any plans for Client Scripts to become a feature of Recruit? Feel this will be a great benefit to a number of users. Would be great for example in cases where a Client has banned / blacklisted a Candidate - so that if that candidate is associated

    • Announcing Zoho Sheet desktop app for macOS and Windows (Beta)

      Hello Sheet users, We know you’ve been waiting for this one. It has always been the top priority on our roadmap to provide a single native desktop app for macOS and Windows that works both online and offline. Today, we are excited to announce that the

    • Automated entries past the current month in a calendar report

      Hi all, I have an automation problem. I have a form which on successfull entry adds either 5 or 10 more of these entries with a slight change so our customers can see it throug a calendar report on the webiste. The entry put in manually shows up perfectly

    • Billing Status Update

      Hello Latha, I’m working on a new automation (deluge) to fulfill one of our requirements. In this automation, there is a step to update the Work Order billing status from “Not Yet Invoiced” to “Non-Billable.” I tried to find the API information relevant

    • What's New in Zoho POS - April 2026

      Hello everyone, Welcome to Zoho POS’s monthly update, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how April went. Access and manage other web applications in Zoho POS with Web Tabs You can now access

    • Many Zoho POS Issues

      Can not apply credits from a customers account as a form of payment. It shows that you can but there is a bug that does not execute the action. Reported many times. Can not view Sessions from Zoho POS WebView, throws a JQUERY error Workflows and actions

    • HOW I CAN GET BETA VERSION FOT TESTING

      HI. ZOHO I AM INTERESTED IN YOUR BETA SOFTWARE TO EXPERIENCE NEW FEATURES.

    • Multiple EAN code for product

      option to add multiple EAN code for product???

    • Issue adding/changing mobile number for OTP

      Hi Zoho Community, I’m trying to add or change my mobile number, but I keep getting this error: “We’re unable to send OTP to this mobile number. Please contact support-as@eu.zohocorp.com” Because of this, I can’t verify my number or continue the setup.

    • Zoho Payroll Canada does not work

      We submitted payroll within the required timelines. The money was withdrawn from our account and our employees have not been paid. Impossible to get a hold of someone at Zoho. I can’t believe the company operates like this. What a bloody disgrace. Shame

    • Enhance Appointment Buffers in Zoho Bookings

      There was previously a long-standing feature request related to enhancing the way appointment buffers work in Zoho Bookings, but it looks like the original post has been deleted. I am therefore adding a new request that Zoho Bookings adjust how appointment

    • Functionality based URL to find records due today or in the next week

      I need to construct a URL to filter a view to records where the evaluation is due soon (i.e. in the next 7 days). To me, that includes today, but Zoho has a different opinion. Zoho defines 39 as NEXT_7_DAYS but this gives unexpected results. https://creatorapp.zoho.eu/...#Report:My_Evaluations?Evaluation_due_by_op=39

    • Allow customers to choose meeting venue and meeting duration on booking page

      My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these

    • Event Time Zone in meeting invites are confusing users

      When sending calendar invites to internal and external users, the first section "Event Time Zone" is confusing people and they are automatically declining events. Can this section please be removed??? It already shows the correct time zone next to the

    • Forwarding without verification

      Hi, I use Tripit to keep track of all my business travel. I've recently moved over to Zoho and wanted to set up a forwarding rule to send various travel confirmation emails automatically to plans@tripit.com Obviously this is an email address I don't control,

    • Filter by user in Pivot Chart

      I have a Pivot chart where the data should be filtered by user. The user enters the system and should see only the data that correspond to it. Can anyone help me?

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

    • Whatsapp Limitation Questions

      Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

    • Internal mails on our company domain (managed by Zoho) do not get delivered

      Hi last week Thursday and Friday a colleague had sent me two emails which did not show up at all in my inbox, spam or anywhere else. What this a problem with Zoho mail in general or did this affect just us? From the forum is reads like many problems had

    • #2 The Tax Talk Nobody Wants to Have

      "We are also able to manage our GST invoices without worrying about compliance issues. With Zoho Invoice, we are happy, our tax consultant is happy, and so are our customers," rejoices Shivprateek Habib, Partner, Flutterboots Services LLP. That's usually

    • Bulk upload images and specifications to products

      Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.

    • Workflows fail silently in Zoho CRM and there is no native way to know

      Workflow automation is honestly one of the biggest reasons my clients choose Zoho. But there is one problem I keep running into across almost every implementation. When a workflow fails, nobody finds out. Email alerts hit daily limits and just stop. Custom

    • Zoho Commerce and Third-party shipping (MachShip) API integration

      We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input to

    • Is there a way to update bounce domain after verification process has started

      Hi Zeptomail Team, I've created a domain and we did not update the bounce domain to our custom record... the validation has already started and I am now unable to update the bounce domain. Is there any way to get this updated on the backend without deleting

    • Pre-orders at Zoho Commerce

      We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will

    • How to Customize the Member Portal Login Page?

      Hi everyone, I am currently using the default member portal login page for Zoho Commerce, but I feel it looks quite plain and doesn’t align well with my brand's style. I would like to make it more visually appealing, possibly by: Adding custom colors

    • Picklist values out-of-date in Campaigns

      Hi I use a CRM (Global) picklist set of values for my field "Connection Strength" (see screenshot 1). . I use Campaigns to follow-up and change the Connection Strength value depending on their stage. The picklist values that appear in the dropdown for

    • Refering cell from other sheet

      Hi, If we want to refer any cell in the same sheet its very easy, like suppose if I want to refer cell A2  in P7 I just need to type =A2 in P7, similarly how can I refer a cell present in different sheet ( I mean refer cell A2 from Sheet1 into Sheet2) Thanks

    • Next Page