Kaizen #86 - PHP SDK [Part III]

Hey there!

Welcome back to yet another insightful post in our Kaizen series!

In this post, we will continue the journey of PHP SDK sample codes for Record Operations from last week. Let us delve into a new set of use-cases and expand your horizons with additional examples in the Record and Send Mail Operations.

1. Subforms

To add subform details of a record during a record create/update, use the following format.

$subformVar = new Record();

$subformVar->addKeyValue("Subform_Field_API_Name", "FieldValue");

$record->addKeyValue("Subform_API_Name", [$subformVar]);

Repeat the second line of the above code to add as many fields as you have in your subform layout. To add multiple subform records, you will have to map the fields within a new object for each subform record.

Here is a sample code to update the details of a custom subform in Contacts.

<?php

use com\zoho\crm\api\HeaderMap;

use com\zoho\crm\api\record\BodyWrapper;

use com\zoho\crm\api\record\RecordOperations;

use com\zoho\crm\api\record\Contacts;

use com\zoho\crm\api\util\Choice;

use com\zoho\crm\api\record\Record;

require_once "vendor/autoload.php";

class UpdateRecord

{

public static function initialize()

{

// add initialisation code

// refer to the previous post for details and examples

}

public static function updateRecord1(string $moduleAPIName, string $recordId)

{

$recordOperations = new RecordOperations();

$request = new BodyWrapper();

$record = new Record();

$record->addFieldValue(Contacts::LastName(), "Boyle");

$subformRec1 = new Record();

$subformRec1->addKeyValue("Language_Proficiency", new Choice("English"));

$subformRec1->addKeyValue("Personal_Email", "patricia.boyle@zylker.com");

$subformRec1->addKeyValue("Secondary_Phone", "9876543210");

$record->addKeyValue("Proficiency_and_Others", [$subformRec1]);

$request->setData([$record]);

$headerInstance = new HeaderMap();

$response = $recordOperations->updateRecord($recordId, $moduleAPIName, $request, $headerInstance);

//Add your code to handle the response received in $response

// For more details, see here.

}

UpdateRecord::initialize();

$moduleAPIName = "Contacts";

$recordId = "5545974000002858001";

UpdateRecord::updateRecord1($moduleAPIName, $recordId);

2. Line Items and Line Taxes in Inventory Modules

2.1 Product Line Items and Product Line Taxes

To add or update product line items and their product line taxes in the Inventory module, use the following format.

$lineItemVar = new Record();

$lineItemProductVar = new LineItemProduct();

$lineItemProductVar->setId("product_id");

$lineItemVar->addKeyValue("Product_Name", $lineItemProductVar);

$lineItemVar->addKeyValue("Quantity", Value);

$lineItemVar->addKeyValue("ListPrice", Value);

$lineItemVar->addKeyValue("Discount", Value);

$productLineTaxVar = new LineTax();

$productLineTaxVar->setName("Tax_Name");

$productLineTaxVar->setPercentage(Value);

$lineItemVar->addKeyValue('Line_Tax', [$productLineTaxVar]);

Repeat this code to add multiple products to the inventory record.

Note that when you update any one of the line items in the inventory records, the remaining line items will become null and have to be re-added to the list.

2.2 Inventory Record Line Taxes

To add line taxes to an inventory record, use the following format.

$lineTaxVar = new LineTax();

$lineTaxVar->setName("Tax_Name");

$lineTaxVar->setPercentage(Value);

$record->addKeyValue('$line_tax', [$lineTaxVar]);

The 'line_tax' represents the tax amount specific to each line item. Whereas, the '$line_tax' represents the tax applied to the overall products in the line item list.

Following is a sample code to create a record in the Quotes module.

<?php

use com\zoho\crm\api\HeaderMap;

use com\zoho\crm\api\record\BodyWrapper;

use com\zoho\crm\api\record\LineTax;

use com\zoho\crm\api\record\LineItemProduct;

use com\zoho\crm\api\record\RecordOperations;

use com\zoho\crm\api\record\{Accounts, Contacts, Quotes, Deals};

use com\zoho\crm\api\record\Record;

require_once "vendor/autoload.php";

class CreateRecords

{

public static function initialize()

{

// add initialisation code

// refer to the previous post for details and examples

}

public static function createRecords(string $moduleAPIName)

{

$recordOperations = new RecordOperations();

$bodyWrapper = new BodyWrapper();

$record = new Record();

$record->addFieldValue(Quotes::Subject(), "Quote No 1");

$AccountName = new Record();

$AccountName->addFieldValue(Accounts::id(), "55459742858119");

$record->addFieldValue(Quotes::AccountName(), $AccountName);

$dealName = new Record();

$dealName->addFieldValue(Deals::id(), "55459742858125");

$record->addFieldValue(Quotes::DealName(), $dealName);

$contactName = new Record();

$contactName->addFieldValue(Contacts::id(), "55459742858122");

$record->addFieldValue(Quotes::ContactName(), $contactName);

//product 1

$inventoryLineItem1 = new Record();

$lineItemProduct1 = new LineItemProduct();

$lineItemProduct1->setId("55459742897004");

$inventoryLineItem1->addKeyValue("Product_Name", $lineItemProduct1);

$inventoryLineItem1->addKeyValue("Quantity", 2.0);

$inventoryLineItem1->addKeyValue("ListPrice", 150.0);

$inventoryLineItem1->addKeyValue("Discount", "5%");

$productLineTax = new LineTax();

$productLineTax->setName("Sales Tax");

$productLineTax->setPercentage(2.0);

$inventoryLineItem1->addKeyValue('Line_Tax', [$productLineTax]);

//product 2

$inventoryLineItem2 = new Record();

$lineItemProduct2 = new LineItemProduct();

$lineItemProduct2->setId("55459742897009");

$inventoryLineItem2->addKeyValue("Product_Name", $lineItemProduct2);

$inventoryLineItem2->addKeyValue("Quantity", 1.0);

$inventoryLineItem2->addKeyValue("ListPrice", 100.0);

$inventoryLineItem2->addKeyValue("Discount", "3%");

$productLineTax1 = new LineTax();

$productLineTax1->setName("Sales Tax");

$productLineTax1->setPercentage(2.0);

$productLineTax2 = new LineTax();

$productLineTax2->setName("Vat");

$productLineTax2->setPercentage(4.0);

$inventoryLineItem2->addKeyValue('Line_Tax', [$productLineTax1, $productLineTax2]);

$record->addKeyValue("Quoted_Items", [$inventoryLineItem1, $inventoryLineItem2]);

//line taxes

$lineTax1 = new LineTax();

$lineTax1->setName("Sales Tax");

$lineTax1->setPercentage(2.0);

$lineTax2 = new LineTax();

$lineTax2->setName("Vat");

$lineTax2->setPercentage(2.0);

$record->addKeyValue('$line_tax', [$lineTax1, $lineTax2]);

$bodyWrapper->setData([$record]);

$headerInstance = new HeaderMap();

$response = $recordOperations->createRecords($moduleAPIName, $bodyWrapper, $headerInstance);

//Add your code to handle the response received in $response

// For more details, see here.

}

CreateRecords::initialize();

$moduleAPIName = "Quotes";

CreateRecords::createRecords($moduleAPIName);

3. Events and Tasks Module Operations

3.1 Add and Update Participants in Events

There are two methods to add participants to an event. In the first method, use the record ID of the contact, lead or user.

$participantVar = new Participants();

$participantVar->addKeyValue("participant", "record_id");

$participantVar->addKeyValue("type", "record_module");

$record->addFieldValue(Events::Participants(), [$participantVar]);

In the second method, mention the participant's email ID with the type key specified as email.

$participantVar = new Participants();

$participantVar->setParticipant("name@domain.com");

$participantVar->setType("email");

$record->addFieldValue(Events::Participants(), [$participantVar]);

In the above code snippet, setParticipant() is a method used to assign a new value to the participant field.

3.2 Reminder in Events

To create/update reminders for any event, use the following format.

$reminderVar = date_create("YYYY-MM-DDThh:mm:ss.sssZ", new \DateTimeZone(date_default_timezone_get()));

$record->addFieldValue(Events::FieldName(), $reminderVar);

Here date_create() function is used to create the DateTime object with two parameters. The first parameter represents for the DateTime string and the following represents for the time zone.

3.3. Reminder in Tasks

To create/update reminder for a task, use the following format.

$remindAtVar = new RemindAt();

$remindAtVar->setAlarm("ACTION=Value;TRIGGER=Condition;TRIGGER_TIME=hh:mm");

$record->addFieldValue(Tasks::FieldName(), $remindAtVar);

In the above code, the setAlarm() method is used to set the reminder properties. The multiple key-value pairs in the string argument denote the properties of your reminder. Following are the representation of keys for this field type.

ACTION - Specifies the notification type of the reminder.
TRIGGER - Defines the trigger condition that activates the reminder.
TRIGGER_TIME - Indicates the time at which the alarm should be triggered.

Refer to this document, to learn more about these key-value pairs and their possible values.

3.4 Recurring Activity in Events and Tasks

Use the following format to create a recurring event.

$recurringActivityVar = new RecurringActivity();

$recurringActivityVar->setRrule("FREQ=value;INTERVAL=value;BYMONTH=mm;BYMONTHDAY=dd;

DTSTART=yyyy-mm-dd;UNTIL=yyyy-mm-dd");

$record->addFieldValue(Module_API_Name::FieldName(), $recurringActivityVar);

Here, the setRrule() method is used to define the elements that determine the recurrence of the activity. This format is common for all the activity modules. To know more about the Rrule elements, refer to this post.

Below is a sample code to create an event using the above field types.

<?php

use com\zoho\crm\api\HeaderMap;

use com\zoho\crm\api\record\BodyWrapper;

use com\zoho\crm\api\record\Participants;

use com\zoho\crm\api\record\RecordOperations;

use com\zoho\crm\api\record\RecurringActivity;

use com\zoho\crm\api\record\Events;

use com\zoho\crm\api\record\Record;

require_once "vendor/autoload.php";

class CreateRecords

{

public static function initialize()

{

// add initialisation code

// refer to the previous post for details and examples

}

public static function createRecords1(string $moduleAPIName)

{

$recordOperations = new RecordOperations();

$BodyWrapper = new BodyWrapper();

$record = new Record();

$record->addFieldValue(Events::EventTitle(), "Test Events");

$startdatetime = date_create("2023-05-16T23:03:06+05:30", new \DateTimeZone(date_default_timezone_get()));

$record->addFieldValue(Events::StartDateTime(), $startdatetime);

$enddatetime = date_create("2023-05-16T23:45:06+05:30", new \DateTimeZone(date_default_timezone_get()));

$record->addFieldValue(Events::EndDateTime(), $enddatetime);

//add participants

$participant1 = new Participants();

$participant1->setParticipant("patricia.boyle@zylker.com");

$participant1->setType("email");

$participant2 = new Participants();

$participant2->addKeyValue("participant", "5545974000002858122");

$participant2->addKeyValue("type", "contact");

$record->addFieldValue(Events::Participants(), [$participant1, $participant2]);

//event reminder

$remindAt = date_create("2023-05-16T21:00:06+05:30", new \DateTimeZone(date_default_timezone_get()));

$record->addFieldValue(Events::RemindAt(), $remindAt);

//recurring event

$recurringActivity = new RecurringActivity();

$recurringActivity->setRrule("FREQ=YEARLY;INTERVAL=1;BYMONTH=5;BYMONTHDAY=16;DTSTART=2023-05-16;UNTIL=2026-05-16");

$record->addFieldValue(Events::RecurringActivity(), $recurringActivity);

$BodyWrapper->setData([$record]);

$headerInstance = new HeaderMap();

$response = $recordOperations->createRecords($moduleAPIName, $BodyWrapper, $headerInstance);

//Add your code to handle the response received in $response

// For more details, see here.

}

CreateRecords::initialize();

$moduleAPIName = "Events";

CreateRecords::createRecords1($moduleAPIName);

Here is a sample code for creating a recurring task with a reminder.

<?php

use com\zoho\crm\api\HeaderMap;

use com\zoho\crm\api\record\BodyWrapper;

use com\zoho\crm\api\record\RecordOperations;

use com\zoho\crm\api\record\RecurringActivity;

use com\zoho\crm\api\record\RemindAt;

use com\zoho\crm\api\record\Tasks;

use com\zoho\crm\api\record\Record;

require_once "vendor/autoload.php";

class CreateRecords

{

public static function initialize()

{

// add initialisation code

// refer to the previous post for details and examples

}

public static function createRecords1(string $moduleAPIName)

{

$recordOperations = new RecordOperations();

$bodyWrapper = new BodyWrapper();

$record = new Record();

$record->addFieldValue(Tasks::Subject(), "Follow-up call");

//task reminder

$remindAt = new RemindAt();

$remindAt->setAlarm("ACTION=EMAIL;TRIGGER=-P0D;TRIGGER_TIME=14:20");

$record->addFieldValue(Tasks::RemindAt(), $remindAt);

// recurring task

$recurringActivity = new RecurringActivity();

$recurringActivity->setRrule("FREQ=WEEKLY;INTERVAL=1;UNTIL=2023-06-01;BYDAY=TH;DTSTART=2023-06-01");

$record->addFieldValue(Tasks::RecurringActivity(), $recurringActivity);

$bodyWrapper->setData([$record]);

$headerInstance = new HeaderMap();

$response = $recordOperations->createRecords($moduleAPIName, $bodyWrapper, $headerInstance);

//Add your code to handle the response received in $response

// For more details, see here.

}

CreateRecords::initialize();

$moduleAPIName = "Tasks";

CreateRecords::createRecords1($moduleAPIName);

5. Send Email

You can either use an email or inventory template to send mail or write your own HTML/text body for the email. Refer to this sample code on GitHub to know how to fetch the inventory template IDs. To use a template in your email follow the below structure.

$mail = new Mail();

$templateVar = new EmailTemplate();

$templateVar->setId(template_id);

$mail->setTemplate($templateVar);

Use the following format to write your own email body.

$mail = new Mail();

$mail->setContent("your_html_content");

$mail->setMailFormat("html");

To specify plain text as the value for the setContent() method, you have to set text as the value for the setMailFormat() method.

Here is a sample code of send mail using email template for your reference.

<?php

use com\zoho\crm\api\sendmail\SendMailOperations;

use com\zoho\crm\api\sendmail\Mail;

use com\zoho\crm\api\emailtemplates\EmailTemplate;

use com\zoho\crm\api\sendmail\BodyWrapper;

use com\zoho\crm\api\sendmail\UserAddress;

//use com\zoho\crm\api\inventorytemplates\InventoryTemplate;

require_once "vendor/autoload.php";

class SendMail

{

public static function initialize()

{

// add initialisation code

// refer to the previous post for details and examples

}

public static function sendMail1(string $recordId, string $moduleAPIName)

{

$sendMailOperations = new SendMailOperations();

$mail = new Mail();

$from = new UserAddress();

$from->setUserName("Patricia Boyle");

$from->setEmail("patricia.boyle@zylker.com");

$mail->setFrom($from);

$to = new UserAddress();

$to->setUserName("Carissa Kidman");

$to->setEmail("carissa-kidman@yahoo.com");

$mail->setTo([$to]);

$mail->setSubject("Mail subject");

//use this for customized email body

//$mail->setContent("Hello! Thank you for shopping with us!");

//$mail->setMailFormat("text");

//use this for inventory template

//$template = new InventoryTemplate();

//$template->setId("55459741230768");

//$mail->setTemplate($template);

$template = new EmailTemplate();

$template->setId("55459741230058");

$mail->setTemplate($template);

$mail->setConsentEmail(true);

$wrapper = new BodyWrapper();

$wrapper->setData([$mail]);

$response = $sendMailOperations->sendMail($recordId, $moduleAPIName, $wrapper);

//Add your code to handle the response received in $response

// For more details, see here.

}

SendMail::initialize();

$recordId = "5545974000002935001";

$moduleAPIName = "Contacts";

SendMail::sendMail1($recordId, $moduleAPIName);

We hope you found this post useful and engaging!

If you have any queries, feel free to drop them in the comments section below or reach out to us directly at support@zohocrm.com. We eagerly await your thoughts and feedback on this!

Keep an eye out for future posts packed with similar content!

Cheers!

Additional Reading

PHP SDK - Configuration and Initialization Process, Sample Codes for Record Operations
Subforms - Subforms API
Product line items and line taxes - Insert Records API, Handling Product Line Items, Sales Orders API
Events and Tasks Module Operations - Insert Records API, Handling Recurrence and Participants in Events Module
Send Mail - Send Mail API, Email Templates API, Inventory Templates API

Topic Participants
Kiruthiga G

Sticky Posts
Kaizen #152 - Client Script Support for the new Canvas Record Forms
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
Kaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
Celebrating 200 posts of Kaizen! Share your ideas for the milestone post
Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs
Kaizen #193: Creating different fields in Zoho CRM through API
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

Recent Topics
Automate timeout chat tracking with Workflows in SalesIQ
With our feature-packed Nova release, Workflows has become one of the most powerful tools in Zoho SalesIQ. They let you automate follow-up actions when key events occur, such as when a chat ends, a visitor leaves a bad/good rating, or a lead is updated.
Mass edit / Mass update products
Hi, Is there any way to mass update or bulk edit product fields in Zoho Inventory?
Automatic Verification of IMAP Integration Status
Our sales staff have their O365 email integrated with CRM, over time this integration requires re-authentication via the UI. I can manually check the integration status by accessing Settings -> Channels -> Email -> Email Sharing -> "Configuration Type"
Tip of the Week #68– Share and access files faster with Zoho WorkDrive extension.
Have you ever wasted time searching for the right file to attach to your emails—or worried whether the right people could access it? Without proper sharing settings, files might end up inaccessible to teammates or, worse, visible to people who shouldn’t
CV-Library: The Newest Source Booster in Zoho Recruit!
We’ve expanded your sourcing toolkit — CV-Library, one of the UK’s largest and most trusted online job boards, is now available as a Source Booster in Zoho Recruit. This gives recruiters instant access to millions of UK-based candidate profiles, all without
Zoho AI Translate Task as Rest API
I cant find any docs on how to use Zoho AI Translate Task from a rest api call https://www.zoho.com/deluge/help/ai-tasks/translate.html I am working on a custom Widget and I dont think I can execute zoho deluge ai translate task from a custom widget.
Is there the possibility to book less than 250 customer portal users?
If you use the Creator, which is included in Zoho ONe, you can create a customer portal and give access to a maximum of 3 external people / customers, right? On the Creator website I saw that you can add 250 users for 100€/month. However, we don't need
Display Parts custom fields in the Work Order
Hello, I see that is it possible to add custom fields in the Parts module. Would it be possible to also add those custom fields in the Work Order Module under Parts? This would be very useful for customer who want to showcase more information about parts.
Unable to edit Saved Estimates
We are facing issue with editing the price or discount for a saved estimate for nearly 1 week.
Translation Blueprint & Picklists with Custom Values
Hello everyone, I downloaded the translation file and I'm not finding the blueprint transitions. Does this means that the transitions cannot be translated? Also, the picklist values to be translated in the document are not the same that are actually used the in module. For exemple, for my lead module, the picklist values for Lead Status are : Not-contacted, contacted, junk and lost lead. In the translation document (English to French), this is what I see: PicklistValues.Leads.Lead_Status.Contact
How to create a custom sales signal?
I want to create a custom sales signal for a custom module. is it possible to create one? If anyone know please let me know
Only show products in offers based on lead source
We work with several lead sources, each with their own products and different pricing. For example, one product might have two or three different prices. Sometimes, when creating a quote, the wrong product is accidentally selected. Is there a way to only
Narrative 7 - The importance of data sharing
Behind the scenes of a successful ticketing system - BTS Series Narrative 7 - The importance of data sharing Definition Data sharing requires a commitment to preserving the integrity and dependability of shared data throughout its entire lifecycle. This
TrueSync regularly filling up my local disk
Seems that WorkDrive's TrueSync randomly starts filling up my local hard drive space. None of the folders have been set as "Make Offline" but still it seems to randomly start making file offline. The settings of the app is so minimal and is of no real
Check out in Meetings
Why there is no check out in Meetings of Zoho CRM, very difficult to track
Issue with Zoho Projet
Zoho Project on all the cellphones of my customer is crashing. He has mixed brands (Samsung and Pixel). Everything is fine on website and mobile website. Could not reproduce the issue in workshop using Samsung/Pixel/iPhone Uninstallation of Zoho Project
SecurePass email English language issue -- please hire someone to correct the English language issues sprinkled throughout your interface
I wrote previously about some incorrect English in your SecurePass offering. After about six months it was corrected. I have never revoked permission before today and just discovered another language mistake that was not corrected. When you revoke a SecurePass
Published Components
@zoho team, Checking if we can add a password for the public links as we have non-licensed users
Zoho Creator customer portal users
Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal. At most we need 25 customer portal users. In our Zoho One plan we only get 3
Please Enable Snippets for Agents Adding Comments
Snippets and templates are currently enabled for agents when they use the reply functionality. There is currently no way to add a template or snippets when an agent comments. This is really weird. Our agents don't use the reply functionality, only the
Tip of the Week - Extracting Data from JSON Columns
Let's say you are importing a CSV or Excel file into Zoho Analytics. What if the file contains a few columns in JSON format? This is where Zoho DataPrep, embedded right within Zoho Analytics, comes in handy. This week's tip explains how to extract data
Deluge UI Updates
Are there any updates planned for the Deluge UI in Zoho Desk? It feels quite dated and lack-lustre after you've spent some time in the CRM Deluge UI.
Zia Agents - Follow Ups
It would be nice to have Zia Agents do follow ups. A lot of times agents are trying to schedule things with users and they say "can we set your printer up tomorrow?" and the user never says anything. A way to have a personalized reminder to the user automatically
Hide Agents name in Ticket Responses in "My Area"
We were able to hide the agents name in the emails, however, the customer is able to see which agent has responded to a ticket in the thread of emails by going into their Help Center thread. Is there any way we can hide that information?
Option to Automatically Update Extensions
Hello Zoho Desk Team, We recently received an email notifying us about an extension update that must be done manually. We’d like to request a feature that allows extensions to be updated automatically without requiring manual intervention. This would
Embed Report with Auto Height
Hello Developers, When we embed report within Page, we are getting one awesome feature to adjust the report height. "Auto" and "Custom' height. This "Auto" option works well when we have no records. But I want to embed report based on some conditions
Zoho Payroll: Product Updates - August 2025
This month’s updates to Zoho Payroll bring enhanced efficiency and smarter features, simplifying payroll management for users in India, UAE, KSA, and US. Read on to explore how these updates can streamline your workflow. Filter Pay Runs by Type (India,
Numerical Rating for Interviewer Assessments
Introducing Numerical Rating, a powerful new addition to interviewer assessments that brings precision and flexibility to candidate evaluations. ✅ What is Numerical Rating? Numerical Rating lets interviewers assign a score for each question in the assessment,
User Tips: Adding Multiple Products (Package) to a Quote v2.0 (with Client Script)
This solution is an improvement on the original idea which used deluge. My solution was posted in the comments are: https://help.zoho.com/portal/en/community/topic/adding-multiple-products-package-to-a-quote The updated version uses client script instead
Are downloadable product available in Zoho Commerce
Hi all. We're considering switching to Zoho Commerce for our shop, but we sell software and remote services. Is there a features for downloadable products? I can't find any information about this. Thank you very much Alice
Need Faster Help? Try Live Chat Support
Hello there, We understand that sometimes, whether you’re facing an issue, exploring a feature, or need quick clarification, sending an email and waiting for a response just doesn’t cut it. You need answers, and you need them now. That’s exactly why we
Custom image for each contact using merge tag
Hi, I'm wondering if it's possible to set up an email campaign to display a different image for each contact using a custom field for the image url. I tried inserting custom html: <img src='$[UD:APP_IMAGE_URL||]$'/> but the editor seemed to reject this and did not actually add anything to the email template. Has anyone got any ideas? cheers, Jeremy
Comment Reactions like a Thumbs Up
Can we please have the ability to emoji react on comments or at the very least, thumbs a comment up? Literally every other project management system out there can support this and it is very much needed to just acknowledge a comment instead of completely
Zoho Mail Search Engine Sucks
Hello There! I really like all the features of Zoho Mail and I believe is way better than Gmail except for the Search Function. I believe Zoho Mail has a very poor search function, if you misspelled a word in the search box, Zoho Mail won't display any
Allow Subtasks and Task Lists to have their own Layout
I'd like to have the ability for subtasks and task lists to have their own layout. A subtask for us doesn't require all the fields that a parent task has. The subtask seems cluttered with all the extra fields. Within a project Task List had different purposes. I'd like the task layout to be different for some task lists.
How to update Customers in Zoho Books through Zoho Flow?
Updating customers in Zoho Flow using a "update customer" action is deleting contact persons in Zoho Books.
Conect chat of salesiq with zoho cliq
Is there any way to answer from zoho cliq the chat of salesiq initiated by customers?
How to transfer credit between customers?
Hi All, We have a slightly odd situation. It happens that we have two separate customers that are related to each other personally. One customer has an amount of credit, and would like to use that credit to pay the *other* customers invoice. How would
Zoho Books Reports: Basic report with total items sold and Cost of goods sold
How can books show a report with Item Name || Qty Sold || Total Revenue || Total Cost of Goods Sold || Margin I need to factor in also invoices that have been credited where customers returned good. This seems like such a basic report, I'm sure I'm missing
The amount entered is more than the balance due for the selected bills."
Hi Team i am trying to record payments for vendors using API and getting this error in response as { "code": 28011, "message": "The amount entered is more than the balance due for the selected bills." } JSON is prepared according to Documentation and
Next Page

Kaizen #86 - PHP SDK [Part III]

Kaizen #86 - PHP SDK [Part III]

1. Subforms

2. Line Items and Line Taxes in Inventory Modules

2.1 Product Line Items and Product Line Taxes

2.2 Inventory Record Line Taxes

3. Events and Tasks Module Operations

3.1 Add and Update Participants in Events

3.2 Reminder in Events

3.3. Reminder in Tasks

3.4 Recurring Activity in Events and Tasks

5. Send Email

Additional Reading

Topic Participants

Kiruthiga G

Sticky Posts

Kaizen #152 - Client Script Support for the new Canvas Record Forms

Kaizen #197: Frequently Asked Questions on GraphQL APIs

Kaizen #198: Using Client Script for Custom Validation in Blueprint

Celebrating 200 posts of Kaizen! Share your ideas for the milestone post

Kaizen #193: Creating different fields in Zoho CRM through API

Recent Topics

Automate timeout chat tracking with Workflows in SalesIQ

Mass edit / Mass update products

Automatic Verification of IMAP Integration Status

Tip of the Week #68– Share and access files faster with Zoho WorkDrive extension.

CV-Library: The Newest Source Booster in Zoho Recruit!

Zoho AI Translate Task as Rest API

Is there the possibility to book less than 250 customer portal users?

Display Parts custom fields in the Work Order

Unable to edit Saved Estimates

Translation Blueprint & Picklists with Custom Values

How to create a custom sales signal?

Only show products in offers based on lead source

Narrative 7 - The importance of data sharing

TrueSync regularly filling up my local disk

Check out in Meetings

Issue with Zoho Projet

SecurePass email English language issue -- please hire someone to correct the English language issues sprinkled throughout your interface

Published Components

Zoho Creator customer portal users

Please Enable Snippets for Agents Adding Comments

Tip of the Week - Extracting Data from JSON Columns

Deluge UI Updates

Zia Agents - Follow Ups

Hide Agents name in Ticket Responses in "My Area"

Option to Automatically Update Extensions

Embed Report with Auto Height

Zoho Payroll: Product Updates - August 2025

Numerical Rating for Interviewer Assessments

User Tips: Adding Multiple Products (Package) to a Quote v2.0 (with Client Script)

Are downloadable product available in Zoho Commerce

Need Faster Help? Try Live Chat Support

Custom image for each contact using merge tag

Comment Reactions like a Thumbs Up

Zoho Mail Search Engine Sucks

Allow Subtasks and Task Lists to have their own Layout

How to update Customers in Zoho Books through Zoho Flow?

Conect chat of salesiq with zoho cliq

How to transfer credit between customers?

Zoho Books Reports: Basic report with total items sold and Cost of goods sold

The amount entered is more than the balance due for the selected bills."

Next Page