Are you tired of juggling different methods to make API calls? Are you confused with multiple syntaxes and version restrictions? Have you ever wished for one simple way to make all API calls in CRM?
We heard you :)
Here comes ZRC (Zoho Request Client), the new way of making any API call in Client Script with one simple syntax!
What is ZRC?
ZRC (Zoho Request Client) is a built-in SDK that simplifies making API calls in Client Script. It uses one simple and consistent syntax to handle,
- CRM APIs
- Connection requests
- Public APIs .
There is no setup or configuration needed, making API calls hassle free.
ZRC is now available for use in Client Script, helping you build faster with less effort.
Why use ZRC?
APIs serve as the backbone for customizing Zoho CRM, powering vital tasks like updating records, adding leads, and integrating with external services. For developers, working with these APIs has not always been simple. Each type of API, whether internal CRM APIs, Connection APIs, or external APIs, requires different methods and boilerplate codes, which creates friction and slows down building solutions. Here comes ZRC to address this by handling authentication, supporting all CRM API versions, and managing requests and responses automatically, so developers can focus on building meaningful solutions.
Here is why ZRC is a game changer for scripting in Zoho CRM:
Supports Any CRM API Version
With ZRC, you can use any version of the CRM APIs, even the latest ones like v7 and v8.
Self domain calls
For CRM API calls, ZRC requires only the API endpoint without specifying the domain. This enables usage across different domains and simplifies API calls.
Unified Syntax for All Calls
Whether it is a CRM API, a custom Connection, or an external public API, all calls follow the same simple syntax.
No Authentication Needed for Same CRM Org
You do not have to worry about tokens or domain configurations. Just pass the endpoint, ZRC takes care of authentication behind the scenes.
Smart JSON Handling
ZRC automatically handles JSON responses. There is no need to manually stringify or parse response objects.
Async/Await & Clean Code
Write clean, modern code with full support for async/await and promise chains using `.then().catch().`
Let us see how to use ZRC to make API calls for different scenarios.
Use Cases
1. CRM API Use Case - Automate Call Notes and create Task with one click
At Zylker, a custom button “Log Call Attempt” should prompt the user to enter call details, save them as a Note on the Lead, update the Lead_Status to “Contacted”, and create a follow-up task for the next day, streamlining the process and reducing errors.
2. Connection based Use Case - Export Subform Data to Zoho Sheet via API
At Zylker Finance, users maintain multiple loan options under each lead using a subform in Zoho CRM. The Admin requires the ability to export these subform rows to Zoho Sheet via API. This export should allow structured data transfer for further analysis, comparison, and reporting, all without manual copying or downloading.
3. Public API - Instantly retrieve real-time gold prices and perform currency conversions directly within the CRM interface
At Zylker, a gold jewelry company using Zoho CRM, the Admin needs the ability to instantly retrieve real time gold prices and perform currency conversions directly within the CRM interface without switching to external tools or websites.
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.
Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the
For Australia, what's the best/proper method for entering an expense that is a tax deductible donation to a charitable organisation. And thus is appears correctly in Accounts and BAS as a GST payable deduction?
Hello. I suggest adding external lookup custom fields to the Zoho Analytics integration settings. Currently, these types of fields are not available for synchronisation, so they cannot be used to generate reports with related tables in Analytics. Thank
Hi everyone, I'm creating this topic to share a feature idea that I think would improve the customer experience when using the AI Answer Bot for self-service. The Current Behavior (The Problem) Currently, when the AI Answer Bot generates a summary or
We have multiple laptops experiencing a boot loop / unable to login after the Zoho Remote service was removed from their machine remotely via the desktop client. The Windows sign-in screen is not available, and users are unable to login. This seems like
Hello Zoho Desk Support Team, I need assistance correcting a domain-to-brand mapping issue in our Zoho Desk instance (The Blue Ribbon Project). Both of our verified domains currently point to the same Help Center instead of separate brand portals. Current
this is most expected features - for teaching children. is there any option to enable the participants interact - can write on the screen, while the screen is shared by the host?
Hey there, I'm testing out whether the help center within Zoho Desk could replace our existing Customer FAQ. I tried to customize the themes for the public help center frontend, but stumbled across the login button in the navigation bar. Is there any
I am a new user so apologies if this has been asked before. I couldn't find any answers in the forum. We offer 18 complex Consultations to our subscribers. Our current platform lets me put detail on these Consultations thoroughly (200-300 words) during
Hello marketers, As you may be aware, Gmail introduced a guideline for bulk senders starting February 2024. If not, here's a quick refresher straight from Google: After this policy was announced first in 2023 and soft-implemented in February 2024, we
Hello, I have integrated a Zoho Bookings embedded iframe into my website. Currently, I am pre-filling the booking form with default values as part of our process flow. However, I want to ensure that if an input field is already populated with a default
Hi everyone! I have been able to make several backups of my CRM data and noticed that the Workflows and Functions are not included in these backups. To my knowledge, there is no backup feature for workflows and functions, which is problematic in of itself.
Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign
Hi there, I recently added a field to our Zoho Desk Ticket Information. I went and added the data retrospectively to the tickets. It is also marked as required, so all new tickets cannot be closed off without it being filled in. When I try to run a report
Hello everyone, The user interface for exporting data has been revamped with updates to make data exports more flexible and efficient for users. These updates not only enhance usability but also bring advanced capabilities to help users extract precise
Hey all, I've got some complex pipelines to build and I'd like to seperate them into seperate pipelines rather than have one mammoth one. If I create 2 pipelines, is there any easy way to use the output of Pipeline1 to be the input into Pipeline2? Or
Hi, I have a large app wich contains several forms, reports, html views, I need to find thow my application if any contains specific word, I could find it manually by editing app and see on every section(field code, on succes, on load, etc) but I would like to do it faster. Is there a way to at least export it to a file the whole deluge code on my application?
Hi Support Team, I have found some bugs in Zoho CRM Ask Zia Feature Please Check below screenshot, insight option is showing twice i think its in early access that's why its have some bugs .
Two reasons why we need COD with partial payment option. 1) Since we deal heavy weight products our shipping costs are too high. If shipment is rejected by customer we incur huge loss. 2) Some competitors place fake orders with different names and return
At Zoho Sheet, we diligently track user requests and feedback. In line with this, based on extensive user requests, we've integrated Slicers to pivot tables and are delighted to announce its release. Slicers are interactive visual filters that have add,
Hi everyone, I have an issue which I can't seem to resolve: Basically, I'm designing a record template in certificate form. I've specified A5 landscape. I've set my background image the same dimensions with total pixels at 443,520. Whatever I try, when
Zoho Sheet's font library now supports 500+ font styles in 60+ languages! The updated font library is stacked with new font styles, and some of the previously available font styles have been replaced with equivalent options. There are two ways you can
Conditional formatting has helped millions of spreadsheet users analyze and highlight their data more efficiently. In addition to the classic rules, color scales, and icon sets available in Zoho Sheet, you can now apply Data Bars, a convenient method
How do I set my default font size in Desk? It takes me about 45 minutes to find the place to set it, then, when I sign out of Zoho and log back in, it's back to font 10 again. Seems like this would be simple, but like everything with Zoho, it's buried
Hello Sheet users! We are here with yet another tip to help you get the most out of Zoho Sheet. Spreadsheets can be used to handle a variety of tasks, but ever tried using checkboxes to track the progress of your action items dynamically? Here's a sample
Hello Zoho Sheet users! We’re back with another quick tip to help you make your spreadsheets smarter. Picklists are a great tool to maintain consistency in your spreadsheet. Manually entering data is time-consuming and often leaves typos and irregular
We need Process admins like Zoho CRM in Zoho Books for per stage approval Currently in books, admins only have the option for Final Approval But for example, in cases like when an employee is on leave, we can't just approval one level we only have option
Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to draw
Hi I am wondering if anyone has experience with custom fields in Zoho Projects. I am struggling to update the field using either deluge or the api endpoint. My code is: //custom_Map = map(); custom_Map = {"UDF_DOUBLE_1":"0.27"}; update_Map = map(); update_Map.put("custom_fields",custom_Map.toList());
Hi, my company wants to use markdown for formatting text in Desk (in all modules there, especially Tickets and Helpcenter). Zoho already offers use of markdown in several products (see https://help.zoho.com/portal/en/kb/backstage/microsite-guide/formatting-with-markdown/articles/formatting-with-markdo)
I would like to change the way our currency displays when printed on quotes, invoices and purchase orders. Currently, we have Australian Dollars AUD as our Home Currency. The only two symbol choices available for this currency are "AU $" or "AUD". I would
Are we the only ones. On any browser we cannot click on any of our calendar appointments and get them to open. They just make the browser loop. WE have reached out and have been told they are working on it. The office staff are really stuck. The point
Hello, I created my first Message Template to overcome the 24-hr messaging window and it was approved by WhatsApp/Meta. When I go to Meta, I also see that template brought from Zoho Desk, and used it via Zoho Desk IM. However, I notice that when in Meta's
I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes any
The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.
Is it possible to set a display mask for a number/currency field using Client Script or customization? I have custom fields that I would like to keep the decimal places for calculation purposes, but do not need them displayed to the user. So 101.3568
Hello everyone, WorkDrive's primary focus has always been to provide an intelligent and secure content management platform, simplify collaboration, and be the central repository of files for all Zoho apps. In our previous announcement, we unveiled the