Contract creation for Accounts and Vendors in CRM integration

Contract creation for Accounts and Vendors in CRM integration

Info
Zoho Contracts now supports contract request for Accounts and Vendors in our CRM integration by default. Please refer to this topic for more details. Also, the below solution is not required anymore.

One of the most sought feature requests in our Zoho CRM integration is the ability to request contracts for other modules such as Accounts and Vendors. Even though we have considered it on our priority list, we felt it would be helpful for our valuable customers to give a provisional solution through our APIs and the customization capabilities in Zoho CRM, such as custom buttons and custom functions.

Creating a connection:

1) Go to Zoho CRM's Settings > Developer Space > Connections.
2) Select Default Services from the left panel.
3) Click Zoho OAuth service from the list, then click Create Connection.
4) Enter the connection details and choose these scopes: contracts.contracts.ALL, contracts.meta.CREATE, contracts.meta.READ, and contracts.meta.UPDATE.
5) Click Create and Connect.

The connection will be created and listed under the My Connections list.

Adding a custom button and associating a function:

To create a contract for an account record, follow the below steps:

1) Go to Zoho CRM's Settings > Customization > Modules and Fields, then click Accounts.

2) Click your layout in the Layouts tab.

3) Add a Single Line custom field named "Contracts Counterparty ID".

4) Click Set Permission from the 3 dots menu and set the permission of the field as Read Only or Don't Show for all the profiles except Administrator for whom it must be Read and Write, then click Save and Close.

5) Select the Links and Buttons tab and click New Button to create a new custom button.

6) In the Create Your Button form, 
  • Enter the name of the button (say, Create Contract).
  • Choose where you want to place the button (say, View Page).
  • Choose Writing Function (under Functions group) as the action you want to perform.
  • In the Create New Function popup that's displayed, enter the function name without any spaces between the words (say, ContractForAccount) and display name (say, Contract For Account), then click Save.
7) In the Deluge editor window that opens up,
  • Click Edit Arguments seen at the top of the editor.
  • Under the Argument Mapping section, enter AccountId in the Key field.
  • Type # in the Param Value field to choose a value.
  • Select Accounts module followed by its Account ID field from the popup displayed, then click Save.
  • Download the attached file "Contract Creation Snippet for Accounts.txt", then copy and paste the code into the editor.
  • Replace all the occurrences of "zcontractsconn" in the code with the connection name you've created in the previous section.
  • If your account belongs to a DC other than the US, then replace all the occurrences of .com with your DC's extension (e.g., .in for India DC).
  • Save and close the editor.
8) Click Save to save the button.

9) Go to an account record and click Create Contract.

Your contract for the account will be created that you can access from within contracts.zoho.com.

Repeat the above steps for the Vendor module. Here, instead of AccountId, use the argument name as VendorId and download the attached file "Contract Creation Snippet for Vendors.txt" and copy and paste the code into the editor. For vendor records, the counterparty primary contact is created with the same Vendor as the contact.

Note:
  • Each account for which a contract is created will be added as a counterparty record in Zoho Contracts. But it won't be duplicated if you create another contract for the same account.
  • The contract details (such as counterparty type, contract type, term details, renewal details, etc.) have the default values configured within the snippet. You should change them as per your preference within the code.
  • If you would like to get these data through an intermediate form, then you can associate a widget to the button. And, upon submission of the widget, you can call the function.
  • Here, you can even ask the user to choose a contact from a dropdown field whose values can be populated from the Contacts related list. In the given snippet for Accounts module, the contract is created without the counterparty primary contact.
  • To list the contracts created for each account, you can create a custom module and then save the contract name of the each contract created into it and set it as a hyperlink.

Please give it a try. If you have any questions or clarifications related to the functionality and above mentioned configurations, please write to us at support@zohocontracts.com.

For any assistance related to Deluge scripting and CRM functions, please get the assistance from our Zoho CRM Developer community.

Cheers,
Jayakrishnan
Zoho Contracts Team


Edit Note: Replaced the first section by removing registering Zoho Contracts application steps and updated the related points because Zoho Contracts' related connections are now available under the default service Zoho OAuth service.
Edit Note (Dated: 18th Sep, 2024): The fourth point under the heading "Adding a custom button and associating a function" has been updated where the Read and Write permission for Admin is required is mentioned.
Edit Note (Dated: 7th Apr, 2025): The info section has been added at the top of the topic.




    • Sticky Posts

    • Adding signature fields in your contract template

      When you send a contract document for the signing process, you have to insert the signature fields into your contract document by dragging and dropping them for each signer. It won't be effort-intensive for contracts that have fewer pages or signers.

    • Mapping Billing Country Field to Your Contract Template Field

      In Zoho CRM, while configuring Counterparty Fields Mapping to map counterparty information in your contract type, the field 'Billing Country' doesn't have the support to be mapped due to field type mismatch. Because the Billing Country field in Zoho CRM

    • Bulk Import Counterparty Data

      Currently, as the feature to bulk import counterparty data is not available, here is a solution using our APIs that would be useful for our customers. For example, Zoho CRM customers can import their Accounts as counterparties in Zoho Contracts. Using

    • Recent Topics

    • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

      Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass

    • How get stock name from other column ?

      How get stock name from other column ? e.g. =STOCK(C12;"price") where C12 is the code of the stock

    • Adding a developer for editing the client application with a single user license

      Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer

    • Archiving Contacts

      How do I archive a list of contacts, or individual contacts?

    • Download an email template in html code

      Hello everyone, I have created an email template and I want to download it as html. How can i do that? I know you can do it via the campaigns-first create a campaign add the template and download it as html from there. But what if i don't want to create

    • Attachment is not included in e-mails sent through Wordpress

      I have a Wordpress site with Zeptomail Wordpress plugin installed and configured. E-mails are sent ok through Zeptomail but without the included attachment (.pdf file) Zeptomail is used to send tickets to customers through Zeptomail. E-Mails are generated

    • Upcoming Changes to the Timesheet Module

      The Timesheet module will undergo a significant change in the upcoming weeks. To start with, we will be renaming Timesheet module to Time Logs. This update will go live early next week. Significance of this change This change will facilitate our next

    • Best way to schedule bill payments to vendors

      I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

    • Cant update image field after uploading image to ZFS

      Hello i recently made an application in zoho creator for customer service where customers could upload their complaints every field has been mapped from creator into crm and works fine except for the image upload field i have tried every method to make

    • Billing Management: #4 Negate Risk Free with Advances

      In the last post, we explored how unbilled charges accumulate before being invoiced. But what happens when businesses need money before service begins? Picture this: A construction company takes on a $500,000 commercial building project expected to last

    • CRM templates

      Hello everyone, In my company we use Zoho campaigns where we set up all newsletters and we use Zoho CRM for transactional emails. I have created some templates in Zoho campaigns but from my understanding i cannot use those in Zoho CRM, right?

    • Is there an equivalent to the radius search in RECRUIT available in the CRM

      We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT

    • Zoho CRM Inventory Management

      What’s the difference between Zoho CRM’s inventory management features and Zoho Inventory? When is it better to use each one?

    • Cannot Enable Picklist Field Dependency in Products or Custom Modules – Real Estate Setup

      Hello Zoho Support, I am configuring Zoho CRM for real estate property management and need picklist field dependency: What I’ve tried: I started by customizing the Products module (Setup > Modules & Fields) to create “Property Type” (Housing, Land, Commercial)

    • How to add application logo

      I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing

    • Get Workflow Metadata via API

      Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation

    • Zoho Projects - Q2 Updates | 2025

      Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth

    • FSM setup

      So we have been tinkering with FSM to see if it is going to be for us. Now is the time to bite the bullet and link it to our zoho books and zoho crm. The help guides are good but it would really help if they were a bit more in depth on the intergrations.

    • Upcoming Updates to the Employees Module in Zoho Payroll (US)

      We've made a couple of updates to the Employees module in Zoho Payroll (latest version of the US edition). These changes will go live today. While creating an employee Currently, the Compensation Details section is part of the Basic Details step, where

    • Possible to Turn Off Automatic Notifications for Approvals?

      Hello, This is another question regarding the approval process. First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the account

    • ZOHO Creator subform link

      Dear Community Support, I am looking for some guidance on how to add a clickable link within a Zoho Creator subform. The goal is for this link to redirect users to another Creator form where they can edit the data related to the specific row they clicked

    • Allow Resource to Accept or Reject an Appointment

      I have heard that this can be done, is there any documentation on how?

    • Converting Sales Order to Invoice via API; Problem with decimal places tax

      We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed in

    • Create new Account with contact

      Hi I can create a new Account and, as part of that process, add a primary contact (First name, last name) and Email. But THIS contact does NOT appear in Contacts. How can I make sure the Contact added when creating an Account is also listed as a Contact?

    • Custom Fonts in Zoho CRM Template Builder

      Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

    • Python - code studio

      Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already

    • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

      Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

    • How To Insert Data into Zoho CRM Organization

      Hi Team I have this organization - https://crm.zoho.com/crm/org83259xxxx/tab/Leads I want to insert data into this Leads module, what is the correct endpoint for doing so ? Also I have using ZohoCRM.modules.ALL scope and generated necessary tokens.

    • Where can I get Equation Editor por Zoho Writer?

      I need to use Math Formulas in my document. Thank you.

    • How can I get base64 string from filecontent in widget

      Hi, I have a react js widget which has the signature pad. Now, I am saving the signature in signature field in zoho creator form. If I open the edit report record in widget then I want to display the Signature back in signature field. I am using readFile

    • Creator roadmap for the rest of 2022

      Hi everyone, Hope you're all good! Thanks for continuing to make this community engaging and informative. Today we'd like to share with you our plans for the near future of Creator. We always strive to strike a good balance of features and enhancements

    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

    • Filtering repport for portal users

      Salut, I have a weird problem that I just cannot figure out : When I enter information as administrator on behalf of a "supplier" portal user (in his "inventory" in a shared inventory system), I can see it, "customer" portal users can see it, but the

    • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

      Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to

    • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

      Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias

    • Zoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books

      Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submit

    • Is Zoho Sheet available for Linux ?

      Is Zoho Sheet available for Linux ?

    • Offline support for mobile app

      Accessing your files and folders from your mobile devices is now quicker and simpler, thanks to the power of offline support. Whether on an Android or iOS device, you can use the Offline function to save files and folders, so you can review them even

    • Zoho Sheet for Desktop

      Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

    • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

      Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

    • Next Page