Hello everyone,
Welcome to this month’s Zoho Developer Community Digest! We’ve lined up an exciting series of technical sessions, product deep-dives, and community conversations to keep you informed and inspired. Don’t forget to check out our resource hub and join the ongoing discussions in the new developer space (More on this under Community Discussions section!).
Let’s dive in!
Upcoming Events
Creator Tech Connect:
Title: Building Data Relationships using Lookups in Zoho Creator
Date: May 15, 2025
Creator's tech connect series would comprise of technical sessions that provide immersive training on the key essentials and technical nuances of building a solution in Zoho Creator. This is a great opportunity for our developer community to stay informed about Creator's new feature releases, product roadmap, best practices to follow while scripting in deluge, new deluge concepts, and cloud functions. In our previous session, we discussed the recent product release updates in Zoho Creator. In the upcoming session, we will explore building data relationships using Lookups in Zoho Creator.
Zoho Developer Hangout – Episode 22
Join @Onur Gülay, CEO of Smile Center Turkey and Zoho CRM Custom Functions category winner at ZDC Hackathon 2024, as he shares how he built Quoter—an AI-powered quoting system using Zoho CRM and Zoho Cliq. His solution slashes quote creation time from request to approved deal in under 30 seconds! Learn how real-time product matching, dynamic data mapping, and user-validated CRM record creation can drastically improve efficiency and streamline operations. He'll walk you through the full automation journey—from receiving a user’s initial request to finalizing a deal, while revealing the scripts, best practices, and future enhancements, all rooted in the belief that "Time is a Golden Key."
Catalyst 101
Title: Part 4 – User Authentication and Application Security
Date: May 20, 2025
Catalyst is a full-stack cloud development platform that simplifies the complex. Build, test, host, deploy, and optimize solutions like never before. Its easy learning curve eliminates complexities, empowering you to craft bold innovations at the lowest total cost of ownership (TCO). This is a four-part learning initiative that focuses on offering a thorough understanding of Catalyst—Zoho's cloud computing platform.
Zoho CRM APIs
Title: Part 6 – Mastering COQL
Date: May 22, 2025
Time: 10 AM & 9 PM IST – Registration link
COQL (CRM Object Query Language) lets you write SQL-like queries to retrieve records from Zoho CRM, including across related modules. In this session, we'll cover how to use Dot-notation in COQL to establish implicit joins and fetch records linked via lookup fields and subqueries as a smart alternative to joins — allowing dynamic filtering based on related data while improving performance and memory efficiency.
Zoho CRM Developer Series – Client Script
Title: Part 7 – Client Script in Custom Buttons and Canvas List ViewDate: May 27, 2025Time: 10 AM & 9 PM IST – Registration link In this session, we explore the latest enhancements to Zoho CRM’s Client Script feature, with a focus on Custom Buttons and the Canvas List View. You'll learn when and why to use scripts with Custom Buttons, how to set them up, and see a live walkthrough in action. We'll also explore Canvas List View, where another hands-on demo illustrates how Client Scripts can bring interactivity and smarter actions directly into your list views, helping you create a more dynamic and efficient CRM experience.
Extensions 101
Title: Zoho CRM – Webhooks & Signals
Date: May 29, 2025
Time: 10:00 AM IST & 8:00 PM IST – Registration link
This series aims to guide developers through the process of building extensions for various Zoho products using the Zoho Developer platform, Sigma. Our previous sessions in this series covered extension development for multiple Zoho products and highlighted the platform's key capabilities for developing efficient extensions. Register for the upcoming sessions, where we'll delve deep into developing extensions for Zoho products like CRM, Books, and Desk.
Zoho CRM Developer Series – Queries
Title: Introduction to Queries
Date: June 5, 2025
In this session, we’ll introduce Queries—a powerful feature that lets you dynamically retrieve data from Zoho CRM or third-party services using REST APIs and COQL. You’ll learn when and where to use Queries and the types of data sources they support.
Learning Table Series:
Title: Smart Visitor Management with Zoho Creator – Built for Every Industry
Date: June 5, 2025
We designed this series to provide users with valuable insights and knowledge about Creator's capabilities in various business use cases and applications. This year as well, we have adopted the 12 Months 12 Industries concept. Every month, we will focus on a specific industry, illustrating its unique processes with real-time business scenarios and how to make best use of Creator for that industry. Our recent webinar on Creator for the property management was a success, and during the upcoming session we'll be exploring Creator for the Visitors Management.
Resource Spotlight

We've consolidated all the resources from the developer community learning series into a centralized hub for your convenient access. Consider bookmarking our
Zoho Developer Community website to stay informed about the latest updates in the developer community.
- Zoho CRM Developer Updates
- Check out the Zoho CRM V8 APIs:
- Catalyst Solutions is now open to all. Refer to our Getting Started guide for setting it up and the GitHub Repository for code samples.
- Upgraded ALL SDK supporting V8 APIs to version 1.0.0. Here are the repo links:
- Kaizen posts
- Zoho One
- Zoho Cliq
- Zoho Recruit
Community Discussions
Big news—we're moving! The developer discussion channel is shifting from Zoho Cliq to a new space on Zoho CommunitySpaces, and it comes with a mobile app! iOS folks, grab it from the App Store. Android users, hang tight—the app’s on its way. Until then, sign up here and use the web version. (Using Zoho credentials? Just sign in—no need to fill the form.)
Why the change? This new space brings all Zoho users together, lets you follow threads and people, sends personalized notifications, and has a much smoother experience overall. We’ve been envisioning this for a while, so we’re thrilled it’s live.
Developers ZUG Cliq Channel
- Are you a Zoho developer? A blog with solutions featuring various Zoho products and features could be refreshing to scroll through. Check out miningwebs.in—Vishal's blog solely dedicated to Zoho-related coding content.
- Usually, one asks a question and another posts the answer. Check out this interesting conversation with the roles reversed! A community member asks questions trying to understand OP's problem, and that leads OP to figure out the answer themself.
- Newly released features are great, yes! But at times, features that are still in the works could fit your requirements perfectly. One such feature was what fit Evonne's needs. Check out the conversation here, and learn about ZDK CLI in more detail in this 4-part virtual series we concluded recently.
- Populating data can be tiresome, but bulk-importing can make it a piece of cake. @Mike not only shows @Thameem how to do it, but goes beyond and warns him of some pitfalls and how to avoid them. If you're prepping your own data for importing, you might find Mike's advice useful.
- Sometimes, the solution you're looking for is right under your nose! And all it takes is a fresh set of eyes, and in this case, @Sohib's.
Community Spotlight
Cliq Contributors
We want to express our sincere appreciation to all our community contributors. Your commitment, expertise, and the time you invest are invaluable to the community.
For those who are new to the Zoho Developer Community, check out this post to get started.
Make sure to follow the digest every month for the most recent updates and conversations. Stay connected and participate in the forums and the Cliq channel to be featured in the upcoming month's digest. Wishing you all an amazing month ahead!
SEE ALSO
Recent Topics
Communicating with emojis
On July 17, we celebrate World Emoji Day! We're a bit late 😐 sharing insights about this day. But we just couldn't let it pass without a mention 😊 because emojis have a meaningful connection with customer service 💬 🤝. We do not want to miss out on
Agent Collision Missing from Mobile App
Please add Agent Collision capabilities to the mobile app.
Zia Sentiment and Functionality on Mobile
Please add Zia sentiment and generative responses to the mobile app. It would be nice to see the ticket sentiment and generate a response back to a user using Zia on my iPhone
View Account Attachments on iOS
Please allow us to view account attachments on the mobile iOS app!
How do I run a PnL by Sales Person?
I am trying to run a PnL by sales person but am not seeing the option do so. All I need to know (per salesperson) is revenue, cost of goods, gross profit.
View Contracts and Support Plans on Mobile
We would like to be able to see contracts and support plans from the mobile app on iOS!
Why is Zoho Meeting quality so poor?
I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on
App like Miro
Hi all, is there a way to have a interactive whiteboard like in Miro? We want to visualize our processes and workflows in an easy way.
Loan repayment Entry
While receiving loan, i does following steps in My Zoho books. 1. Create "Loan & Advance " Account as Parent Account under Long Term Liabilities. 2. Create another account For Example "Mr. ABC's Loan as Child account under the parent account. Now: In
Quotes module send email reverted back into 2022??
Our Zoho CRM PLUS quotes, sales orders, invoice modules is showing us an email composer from 2022. We cannot send emails and its been a real pain. I tried clicking the new version over there but it doesnt seem to do anything. Any help is welcome. th
Workflow Condition - how do check that a date / time value is in the past?
Hello, I'm got a workflow that runs a function when records reach their 'Effective Date / Time', but sometimes records are created after the 'Effective Date / Time' so I have another workflow that checks for records which needs to be processed immediately.
Pre filling SignForm field values by URL field alias's in Zoho Sign
Hi, Does anyone know if it's possible to pre fill the field values of the SignForm by using field alias's like you can in Zoho forms? To be more specific, I want to be able to change the SignForm URL to include some information like this: Before : https://sign.zoho.eu/signform?form_link=234b4d535f495623920c288fc8538cb9e6db03bbfd44499b63f3e5c48daf78f44bc47f333e2f5072cc1ee74b7332fe18b25c93fab10cb6243278d49c67eacbf30bbe5b6e1cc8c6b2#/
How to Split Payout in Zoho Books (Without Using Journal?)
Hi, I'm trying to properly record payouts in Zoho Books. The issue is that each payout is a combination of sales and expenses (fees). When I try to categorise the payout transaction from the Banking tab, I can only split the transaction using income-type
Payment Schedule
Please add the ability to create a payment schedule. The other options, like retainer invoices or two invoices, do not work for the customer. We invoice a client and need to be able to show them everything they owe in one invoice, and when each payment
Which pricing system do you think would work best for us?
Imagine we’re selling strictly wholesale. We’d rather not publish unit prices; instead, we quote customers case-by-case. To spur larger orders, we’re considering a transparent discount ladder—say: $0 – $999: 0 % $1,000 – $1,999: 5 % $2,000 – $4,999: 10
Can't Remove Payment Gateway
I am getting the error "Settings cannot be cleared as some of the transactions are still in progress." when trying to remove the PayGate payment gateway which I was unable to get working. I am now using paystack and I want to remove Paygate.
Sync specific Zoho Inventory Warehouses to Zoho Commerce
As said in the title, we would want to only sync stock from one warehouse of Zoho Inventory to the Zoho Commerce item stock. We have a 2 warehouses in different countries and the way that Zoho Commerce works (It takes stock from ALL WAREHOUSES EVERYWHERE
Weekly Tips : Automatically clean clutter with Junk cleanup interval
If you regularly receive many unwanted or spam emails, your Spam folder can quickly fill up and start taking up valuable storage space in your Zoho Mail account. Instead of manually clearing it every few days, you might find it helpful to enable automatic
Any solution for getting portal users list in deluge or in widget
Hi Team, Has anyone able to find the solution to get portal users list in deluge or in zoho creator widgets? Thanks, Payal
The Grid is here!
Hey Zoho Forms Community! 👋 We’re thrilled to announce the launch of a feature that’s been on your wishlist for a while: Grids What is Grids? Grids let you place form fields side by side in multiple columns to create a more concise and organized form
Steuerberater der Zoho benutzt in Deutschland
I write in English because the issue is related to German regulations. Wir sind ein Unternehmen, welches aktuell keine Pflicht zur doppelten Buchführung hat. Aktuell bucht unser Steuerberater jeden Beleg, auch unsere Auslagen. Wir würden dies gerne selbst
GraphQL in new Send Webhooks feature
Hello, is it possible to use GraphQL apis in the new Send Webhooks feature?
# 2 Why do we need a billing system when accounting covers billing?
In today's evolving financial tech stack, businesses use a mix of tools to manage their day-to-day operations, from invoicing to full-fledged accounting. While accounting platforms typically come with built-in invoicing features, specialized billing systems
How to insert an Excel/Zoho Sheet table in a chat?
Hello, is there a way to paste an excel/zoho sheet table to a conversation without loosing table lines. I tried to paste a piece of a table and all the columns and rows were gone. How to easily paste a table without a need of sending a file? Katarzy
Mass Update Application Status
How to update application statuses of Multiple Applications at once? Is that possible? If not then why please consider adding it It can save hours of manual work Thats the only Option I see
Free webinar: Streamlining customer service paperwork with the Zoho Sign extension for Zoho Desk
Hi there! Wondering how to bridge the gap between digitized customer service and business paperwork? Attend our free webinar to learn how you can do this by connecting Zoho Sign, our digital signature app, with Zoho Desk, our online customer service help
Mail Search Not Working
Hello, Mail search is not working at all. I've tried Chrome and Mozilla. I can try and search for an exact term, or even an email that is 1st in my email list. All search does is sit and spin, or it comes up with no results. I've also tried it on my android
Cannot Send Email to a Gmail Account
Hello, I have a zoho-hosted email account, alex@chirochannelnetwork.com that has trouble sending to gmail accounts. But not all gmail accounts, only some of them. I've tried to figure this out with clients, and they don't appear to be going into their
Unblock ME
info@pentekykloi.gr Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Learn more. I purchase additional storage
Cannot Print Landscape with Zoho Sheet
I am noticing that when using the Zoho Sheet desktop for Mac, that even when selecting landscape as the print option, once you choose "Print", a second system dialog opens that automatically makes the view portrait again, and does not allow printing in
Power of Automation : Enhancing custom date field calculations by excluding Weekends and Holidays
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:
Stock count by bin location
Is there a configuration to make a stock count by bin or area and not by product. these is useful to manage count by area Regards
Temporary Outage in Zoho Cliq Affecting US Users – July 23, 2025
We experienced a service disruption in Zoho Cliq that impacted core functionality for users in the US region. The issue occurred between Jul 23, 2025, 06:54:00 PM IST and 07:13:13 PM IST, lasting approximately 19 minutes. To restore service stability,
portal.assignUserInProfile - Não esta adicionando
Estou encontrando problema com este comando portal.assignUserInProfile Não esta incluindo o usuário no portal Alguém pode me dizer o que pode ser thisapp.portal.assignUserInProfile("teste@gmail.com","Customer");
CRM emails vs Campaigns
Please help me understand this. I am having a difficult understanding of "Campaigns" sent through CRM (real emails) or Zoho One (blast "potentially junk" emails) This is what I currently think emails sent via CRM are "real" emails sent through linked real personal email accounts and therefore are more likely to get delivered. We use this for critical updates for our "Approved " accounts and certain other preferred statuses emails via Campaigns are sent through the Zoho server (like MailChimp, Campaign
Setting up property management in Zoho Books
Hi, I run a property management business that manages property complexes. There are multiple owners, some owning more than one property on the same complex. My role is to manage the fees they pay for maintenance of common areas, such as the swimming pool
Reverse proxy
We have a web application in the creator platform. When I launch a particular DNS, I would like that DNS to redirect to the web page of the application in creator app. Has anyone achieved it and if yes, please share how to do it.
Still client need to download .exe?
Hello, the client for use zoho assist need everytime download .exe file and launch it?
Splitting a ticket's entire thread
Hi, When you split a ticket it only splits the individual reply that you clicked "Split as new ticket" on. Is it not possible to split the entire ticket thread from that point into the new ticket (every reply from the split point forward)? Or is there
Editing the text on the Help Center home page
Is it possible to edit the "Welcome to Help Center" message anywhere? This one: We'd like to be able to tailor it a little more ourselves.
Next Page