Zoho RPA App Integration with Zoho One | Community Announcement

• Topic Participants

• Kevin S

  

• Zohoboy

  

• Andrew Lund

  

• Tsukuru Mizuno

• Dhanush Kumar V

  

• Sticky Posts

• How to Add Users to your Organization in ZohoMail?

  A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________

• Recent Topics

• How do you get a counter signature after a form has been submitted?

  I would like to be able to get a signature on a form that has already been submitted. Is it possible? Currently when I try and get a signature after the form has been submitted i get an error saying "the field no longer available" .

• Canvas translation

  We want to offer our CRM system to our users in English and Dutch. However, it seems that text in our deal Canvas isn't available for translation through the translation file. The same applies to the field tooltips. They don't appear in the translation

• Are Cadences visible to anyone with Cadence permission?

  When setting up a new Cadence is it possible to restrict its use to a specific user? How can I prevent users from making modifications to existing Cadences?

• Super Admin Logging in as another User

  How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

• Show my cost or profit while creating estimate

  Hi, While creating estimate it becomes very important to know exact profit or purchased price of the products at one side just for our reference so we can decide whether we can offer better disc or not .

• Issue on Upload API and href image URL

  Here is my Full API Code , URL : URL: https://desk.zoho.com/api/v1/uploads/659563000000193003/content Headers* Authorization: 'Zoho-oauthtoken 1000.ed5ce2836bf5ba9b946f5ec9************88e73ff4883a3e9c58ffeb7870' orgId: 7586***** RESPONSE{ "errorCode":

• Issue when downloading a Mail Merged Zoho Writer Document as .docx

  Hi, We are using within Zoho CRM mailmerge to create documents. This results in a Zoho Writer document. When we try to download as a Microsoft Docx file we get following error: "Word experienced an error trying to open the file. Try these suggestions.

• 【Zoho CRM】ケイデンス機能のアップデート

  ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、ケイデンス機能のアップデートをご紹介します。 ケイデンス機能の2つの強化されたことで、適用と解除のタイミングをより柔軟に管理できるようになり、 よりタイムリーで的確なコミュニケーションが実現できるようになりました。 目次： 1. ケイデンスの再開／最初からのやり直し 2. ケイデンスからのデータ解除タイミングの設定 1. ケイデンスの再開／最初からのやり直し 手動削除、完了、または適用解除条件が満たされた場合など、以前に適用解除されたデータをケイデンスに再適用できるようになりました。

• Rescheduled US meetups: Zoho Desk user meetups are coming to seven U.S. cities in October and November, 2025

  Hello to our Zoho Desk users in the United States, We're excited to share the revised dates for the upcoming Zoho User Groups happening across the US this summer. Our product experts are heading to seven cities throughout the country, and for the first

• Anyone get the OpenAI API to work in Zoho Meeting?

  Has anyone been able to get the OpenAI API to work in generating meeting summaries? I have been trying, but I get an error that says "OpenAI key notes request rate exceeded. Please try again later or upgrade your open AI account." I contacted Zoho support

• Push Notifications Customization

  There is no way to customize the notifications we get. I would like to be able to get notifications based on if they are assigned directly to me, my team, my department, or perhaps tickets that match a specific criteria (a contact or account is a VIP

• Announcing Early Access to the next generation of Zoho Desk UI

  Customer service is one of the categories where efficiency and quality of service have to run in parallel, and your team's experience with their helpdesk goes a long way ensuring these aspects are uncompromised. Introducing DOT Design for Zoho Desk -

• Editing the record in report

  I have a use-case as below- User creates a assessment record by filling some fields. User assigns that record to portal user by using Assigned To dropdown (Assigned To is Users field in form with choices as customers). I have set the record owner of form

• Unified WhatsApp Number Management in Zoho Desk and SalesIQ

  Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers

• Can we have Bills of Material Module ?

  Can we have Bills of Material Module ?

• Main Ticket Page Customization

  We do not love the ticket list page (right after clicking Tickets menu item) would like options to customize it.

• 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

• Google Recaptcha V3

  Hi, Why, years later now, are we still waiting for Zoho Forms to incorporate Google Recaptcha V3 into it's systems? Come on Zoho this has been an ongoing issue for over a year now!! It should be a priority.

• 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

• Add Support for Google reCAPTCHA v3 in Zoho Forms

  Hello Zoho Forms Team, We appreciate the security measures currently available in Zoho Forms, including Zoho CAPTCHA, Google reCAPTCHA v2 (checkbox), and reCAPTCHA v2 (Invisible). However, we would like to request the addition of support for Google reCAPTCHA

• 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?

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