Create a task in Zoho CRM directly from Zoho Cliq

Create a task in Zoho CRM directly from Zoho Cliq

Components used : Slash command, message action.

Slash Command:

To create a task in Zoho CRM directly from a chat window in Zoho Cliq, follow the steps below:

Step 1: Create a command

The first step is to create a command in Zoho Cliq that allows users to create a task directly from a chat window. To do this, go to your profile, then navigate to  Bots & Tools > Integrations > Command > Create Command .

In the command creation window, you will need to enter a name for your command, a description, and choose the access level (Personal, Team, or Org). Once you have done this, save the command.

Next, paste the provided code in the script editor in the integration window:
​
  1. fetchFields = invokeurl
  2. [
  3.  url :"https://www.zohoapis.com/crm/v2/settings/fields?module=Tasks"
  4.  type :GET
  5.  connection:"CONNECTION LINK NAME"
  6. ];
  7. //info fetchFields;
  8. allFields = fetchFields.get("fields");
  9. priorityList = list();
  10. statusList = list();
  11. for each  field in allFields
  12. {
  13.  if(field.get("api_name") == "Priority")
  14.  {
  15.   pickListValues = field.get("pick_list_values");
  16.   for each  pickList in pickListValues
  17.   {
  18.    displayName = pickList.get("display_value");
  19.    priorityList.add({"label":displayName,"value":displayName.replaceAll(" ","_")});
  20.   }
  21.  }
  22.  else if(field.get("api_name") == "Status")
  23.  {
  24.   pickListValues = field.get("pick_list_values");
  25.   for each  pickList in pickListValues
  26.   {
  27.    displayName = pickList.get("display_value");
  28.    statusList.add({"label":displayName,"value":displayName.replaceAll(" ","_")});
  29.   }
  30.  }
  31. }
  32. inputs = list();
  33. inputs.add({"type":"text","name":"task","label":"Task Name","hint":"Enter a subject","placeholder":"","min_length":8,"max_length":100,"mandatory":true});
  34. inputs.add({"type":"date","name":"date","label":"Due Date","placeholder":"Choose a due date","mandatory":false});
  35. modulesList = list();
  36. modulesList.add({"label":"Lead","value":"lead"});
  37. modulesList.add({"label":"Contact","value":"contacts"});
  38. inputs.add({"type":"select","name":"module","label":"Type of module","placeholder":"Choose a module","trigger_on_change":true,"options":modulesList});
  39. inputs.add({"type":"textarea","name":"description","label":"Description","hint":"Enter description","placeholder":"","min_length":0,"max_length":1000,"mandatory":false});​
  40. inputs.add({"type":"select","name":"priority","label":"Priority","placeholder":"Choose a priority","mandatory":false,"options":priorityList});
  41. inputs.add({"type":"select","name":"status","label":"Status","placeholder":"Choose a status","mandatory":false,"options":statusList});
  42. return {"type":"form","title":"Create a task","hint":"Name the task and assign a user","name":"createTask","button_label":"Create","actions":{"submit":{"type":"invoke.function","name":"createTask"}},"inputs":inputs};

Note : Make sure to replace the connection link name

Creating a connection:
  • Click on the connections button on the top right of the code editor.
  • Click on the Create Connection button
  • In default services, select the Zoho OAuth service and enable the following scopes:
    • ZohoCRM.modules.ALL
    • ZohoCRM.settings.ALL
  • Now authorize the connection

Step 2: Create a Form Function

 The second step is to create a form function that will handle the creation of the task in Zoho CRM. To do this, navigate to  Bots & Tools > Integrations > Functions > Create , and name your function " createTask ". Add a description and select the function type as form.

Then, paste the provided code in the form submit handler, which will handle the form submission and create a task in Zoho CRM.

  1. info form;
  2. paramsMap = map();
  3. labelList = list();
  4. formValues = form.get("values");
  5. module = formValues.get("module").get("label");
  6. subject = formValues.get("task");
  7. labelList.add({"Subject":subject});
  8. paramsMap.put("Subject", subject);
  9. description = formValues.get("description");
  10. if(description.length() > 0)
  11. {
  12.  labelList.add({"Description":description});
  13.  paramsMap.put("Description", description); 
  14. }
  15. dueDate = formValues.get("date");
  16. if(dueDate.length() > 0)
  17. {
  18.  dueDate = dueDate.toString("yyyy-MM-dd");
  19.  paramsMap.put("Due_Date", dueDate);
  20. }
  21. else 
  22. {
  23.  dueDate = "-";
  24. }
  25. labelList.add({"Due Date":dueDate});
  26. priority = formValues.get("priority");
  27. if(priority.keys().size() > 0)
  28. {
  29.  priority = priority.get("label");
  30.  paramsMap.put("Priority", priority);
  31. }
  32. else 
  33. {
  34.  priority = "High";
  35. }
  36. labelList.add({"Priority":priority});
  37. status = formValues.get("status");
  38. if(status.keys().size() > 0)
  39. {
  40.  status = status.get("label");
  41.  paramsMap.put("Status", status);
  42. }
  43. else 
  44. {
  45.  status = "Not Started";
  46. }
  47. labelList.add({"Status":status});
  48. if(module == "Lead")
  49. {
  50.  leadID = formValues.get("lead").get("value");
  51.  paramsMap.put("What_Id", leadID);
  52.  paramsMap.put("$se_module", "Leads");
  53.  labelList.add({"Lead":formValues.get("lead").get("label")});
  54. }
  55. else if(module == "Contact") 
  56. {
  57.  contactDetails = formValues.get("contact").keys();
  58.  if(contactDetails.size() > 0)
  59.  {
  60.   contactID = formValues.get("contact").get("value");
  61.   paramsMap.put("Who_Id", contactID);
  62.   labelList.add({"Contact":formValues.get("contact").get("label")});
  63.  }
  64.  assciatedModule = formValues.get("contactModule").get("value");
  65.  if(assciatedModule == "account")
  66.  {
  67.   choosenModule = "Accounts";
  68.  }
  69.  else 
  70.     {
  71.   choosenModule = "Deals";
  72.     }
  73.  accountOrDealID = formValues.get(assciatedModule).get("value");
  74.  paramsMap.put("What_Id", accountOrDealID);
  75.  paramsMap.put("$se_module", choosenModule);
  76.  labelList.add({choosenModule:formValues.get(assciatedModule).get("label")});
  77. }
  78. params = map();
  79. params.put("data", [paramsMap]);
  80. createTask = invokeurl
  81. [
  82.  url: "https://www.zohoapis.com/crm/v2/tasks"
  83.  type: POST
  84.  parameters: params+""
  85.  detailed : true
  86.  connection: "CONNECTION LINK NAME"
  87. ];
  88. info createTask;
  89. if(createTask.get("responseCode") == 201)
  90. {
  91.  response = {"text":"### Task has been created successfully 👍","card":{"theme":"10"},"slides":[{"type":"label","data":labelList}],"buttons":[{"label":"View","action":{"type":"open.url","data":{"web":"https://crm.zoho.com/crm/tab/Tasks/"+createTask.get("responseText").get("data").toMap().get("details").get("id")}}}]};
  92. }
  93. else 
  94. {
  95.  response = {"text":"Something went wrong with the integration. Please try again after some time!!!","type":"banner","status":"failure"};
  96. }
  97. return response;

Step 3: Update with Form Change Handler

The third step is to create a form change handler that will update the task details as the user fills out the form. To do this, navigate to the form change handler and paste the provided code in the script editor.

  1. targetName = target.get("name");
  2. info targetName;
  3. formValues = form.get("values");
  4. info formValues;
  5. actions = list();
  6. if(targetName == "module")
  7. {
  8.  modulesList = {"task","description","date","module","priority","status"};
  9.  allKeys = formValues.keys();
  10.  for each  key in allKeys
  11.  {
  12.   if(!modulesList.contains(key))
  13.   {
  14.    actions.add({"type":"remove","name":key});
  15.   }
  16.  }
  17.  fieldValue = formValues.get("module").keys();
  18.  if(fieldValue.size() > 0)
  19.  {
  20.   label = formValues.get("module").get("label");
  21.   if(label == "Lead")
  22.   {
  23.    leadsList = list();
  24.    getAllLeads = invokeurl
  25.    [
  26.     url :"https://www.zohoapis.com/crm/v2/leads"
  27.     type :GET
  28.     connection:"CONNECTION LINK NAME"
  29.    ];
  30.    leads = getAllLeads.get("data");
  31.    leadlist = List();
  32.    i = 0;
  33.    for each  lead in leads
  34.    {
  35.     if(i == 10)
  36.     {
  37.      break;
  38.     }
  39.     leadName = lead.get("Full_Name");
  40.     leadId = lead.get("id");
  41.     leadsList.add({"label":leadName,"value":leadId});
  42.     i = i + 1;
  43.    }
  44.    actions.add({"type":"add_after","name":"module","input":{"type":"dynamic_select","name":"lead","label":"Lead","hint":"Choose a lead","placeholder":"","mandatory":true,"options":leadsList}});
  45.   }
  46.   else if(label == "Contact")
  47.   {
  48.    contactsList = list();
  49.    getContacts = invokeurl
  50.    [
  51.     url :"https://www.zohoapis.com/crm/v2/Contacts"
  52.     type :GET
  53.     connection:"CONNECTION LINK NAME"
  54.    ];
  55.    info getContacts;
  56.    contacts = getContacts.get("data");
  57.    i = 0;
  58.    for each  contact in contacts
  59.    {
  60.     if(i == 10)
  61.     {
  62.      break;
  63.     }
  64.     contactName = contact.get("Full_Name");
  65.     contactID = contact.get("id");
  66.     contactsList.add({"label":contactName,"value":contactID});
  67.     i = i + 1;
  68.    }
  69.    actions.add({"type":"add_after","name":"module","input":{"type":"select","name":"contact","label":"Contact","hint":"Choose a contact","placeholder":"","mandatory":false,"options":contactsList,"trigger_on_change":true}});
  70.    contactModuleList = list();
  71.    contactModuleList.add({"label":"Account","value":"account"});
  72.    contactModuleList.add({"label":"Deal","value":"deal"});
  73.    actions.add({"type":"add_after","name":"contact","input":{"type":"select","name":"contactModule","label":"Associated Module","hint":"Choose a module","placeholder":"","mandatory":true,"options":contactModuleList,"trigger_on_change":true}});
  74.   }
  75.  }
  76. }
  77. else if(targetName == "contact")
  78. {
  79.  contactsList = {"task","description","date","module","contact","contactModule","priority","status"};
  80.  allKeys = formValues.keys();
  81.  for each  key in allKeys
  82.  {
  83.   if(!contactsList.contains(key))
  84.   {
  85.    actions.add({"type":"remove","name":key});
  86.   }
  87.  }
  88.  actions.add({"type":"clear","name":"contactModule"});
  89.  actions.add({"type":"clear","name":"deal"});
  90.  actions.add({"type":"clear","name":"account"});
  91. }
  92. else if(targetName == "contactModule")
  93. {
  94.  contactsList = {"task","description","date","module","contact","contactModule","priority","status"};
  95.  allKeys = formValues.keys();
  96.  for each  key in allKeys
  97.  {
  98.   if(!contactsList.contains(key))
  99.   {
  100.    actions.add({"type":"remove","name":key});
  101.   }
  102.  }
  103.  label = formValues.get("contactModule").keys();
  104.  if(label.size() > 0)
  105.  {
  106.   labelValue = formValues.get("contactModule").get("label");
  107.   if(labelValue == "Deal")
  108.   {
  109.    moduleName = "deals";
  110.   }
  111.   else if(labelValue == "Account")
  112.   {
  113.    moduleName = "accounts";
  114.   }
  115.   contactsKeys = formValues.get("contact").keys();
  116.   if(contactsKeys.size() > 0)
  117.   {
  118.    contactId = formValues.get("contact").get("value");
  119.    url = "https://www.zohoapis.com/crm/v2/Contacts/" + contactId + "/" + moduleName;
  120.   }
  121.   else
  122.   {
  123.    url = "https://www.zohoapis.com/crm/v2/" + moduleName;
  124.   }
  125.   getAllDetails = invokeurl
  126.   [
  127.    url :url
  128.    type :GET
  129.    connection:"CONNECTION LINK NAME"
  130.   ];
  131.   info getAllDetails;
  132.   details = getAllDetails.get("data");
  133.   if(!details.size() > 0)
  134.   {
  135.    url = "https://www.zohoapis.com/crm/v2/" + moduleName;
  136.    getAllDetails = invokeurl
  137.    [
  138.     url :url
  139.     type :GET
  140.     connection:"CONNECTION LINK NAME"
  141.    ];
  142.    info getAllDetails;
  143.    details = getAllDetails.get("data");
  144.   }
  145.   detailsList = list();
  146.   i = 0;
  147.   for each  detail in details
  148.   {
  149.    if(i == 10)
  150.    {
  151.     break;
  152.    }
  153.    if(labelValue == "Deal")
  154.    {
  155.     dealName = detail.get("Deal_Name");
  156.     dealID = detail.get("id");
  157.     detailsList.add({"label":dealName,"value":dealID});
  158.    }
  159.    else if(labelValue == "Account")
  160.    {
  161.     AccountName = detail.get("Account_Name");
  162.     AccountID = detail.get("id");
  163.     detailsList.add({"label":AccountName,"value":AccountID});
  164.    }
  165.    i = i + 1;
  166.   }
  167.   actions.add({"type":"add_after","name":"contactModule","input":{"type":"dynamic_select","name":labelValue.toLowerCase(),"label":labelValue.proper(),"hint":"","placeholder":"Select a " + labelValue,"mandatory":true,"options":detailsList}});
  168.  }
  169. }
  170. return {"type":"form_modification","actions":actions};

Step 4: Dynamic Handler

Now navigate to the Dynamic Handler and paste this code:

  1. info target;
  2. typeList = list();
  3. searchValue = target.get("query");
  4. formValues = form.get("values");
  5. if(target.get("name") == "lead")
  6. {
  7.  getLeads = invokeurl
  8.  [
  9.   url :"https://www.zohoapis.com/crm/v2/leads"
  10.   type :GET
  11.   connection:"CONNECTION LINK NAME"
  12.  ];
  13.  //info getLeads;
  14.  leads = getLeads.get("data");
  15.  for each  lead in leads
  16.  {
  17.   if(lead.containsIgnoreCase(searchValue))
  18.   {
  19.    if(typeList == 100)
  20.    {
  21.     break;
  22.    }
  23.    leadName = lead.get("Full_Name");
  24.    leadId = lead.get("id");
  25.    lead = {"label":leadName,"value":leadId};
  26.    typeList.add(lead);
  27.   }
  28.  }
  29. }
  30. else if(target.get("name") == "account")
  31. {
  32.  contactsKeys = formValues.get("contact").keys();
  33.  if(contactsKeys.size() > 0)
  34.  {
  35.   contactId = formValues.get("contact").get("value");
  36.   url = "https://www.zohoapis.com/crm/v2/Contacts/" + contactId + "/accounts";
  37.  }
  38.  else
  39.  {
  40.   url = "https://www.zohoapis.com/crm/v2/accounts";
  41.  }
  42.  getAccounts = invokeurl
  43.  [
  44.   url :url
  45.   type :GET
  46.   connection:"CONNECTION LINK NAME"
  47.  ];
  48.  //info getLeads;
  49.  accounts = getAccounts.get("data");
  50.  if(!accounts.size() > 0)
  51.  {
  52.   url = "https://www.zohoapis.com/crm/v2/accounts";
  53.   getAccounts = invokeurl
  54.   [
  55.    url :url
  56.    type :GET
  57.    connection:"CONNECTION LINK NAME"
  58.   ];
  59.  }
  60.  for each  account in accounts
  61.  {
  62.   if(account.containsIgnoreCase(searchValue))
  63.   {
  64.    if(typeList == 100)
  65.    {
  66.     break;
  67.    }
  68.    AccountName = account.get("Account_Name");
  69.    AccountID = account.get("id");
  70.    typeList.add({"label":AccountName,"value":AccountID});
  71.   }
  72.  }
  73. }
  74. else if(target.get("name") == "deal")
  75. {
  76.  contactsKeys = formValues.get("contact").keys();
  77.  if(contactsKeys.size() > 0)
  78.  {
  79.   contactId = formValues.get("contact").get("value");
  80.   url = "https://www.zohoapis.com/crm/v2/Contacts/" + contactId + "/deals";
  81.  }
  82.  else
  83.  {
  84.   url = "https://www.zohoapis.com/crm/v2/deals";
  85.  }
  86.  getDeals = invokeurl
  87.  [
  88.   url :url
  89.   type :GET
  90.   connection:"CONNECTION LINK NAME"
  91.  ];
  92.  deals = getDeals.get("data");
  93.  if(!deals.size() > 0)
  94.  {
  95.   url = "https://www.zohoapis.com/crm/v2/deals";
  96.   getDeals = invokeurl
  97.   [
  98.    url :url
  99.    type :GET
  100.    connection:"CONNECTION LINK NAME"
  101.   ];
  102.   deals = getDeals.get("data");
  103.  }
  104.  for each  deal in deals
  105.  {
  106.   if(deal.containsIgnoreCase(searchValue))
  107.   {
  108.    if(typeList == 100)
  109.    {
  110.     break;
  111.    }
  112.    dealName = deal.get("Deal_Name");
  113.    dealID = deal.get("id");
  114.    typeList.add({"label":dealName,"value":dealID});
  115.   }
  116.  }
  117. }
  118. return {"options":typeList};

Message Action

Besides the Command method, you can also use Message Actions to create a task in Zoho CRM directly from a chat. To do this, navigate to  Bots & Tools > Integrations > Message Action > Create , and create a new message action.

In the message action creation window, you will need to enter a name, description, and choose the access level. Then, paste the provided code in the script editor.

  1. description = message.get("text");
  2. if(description.length() >= 1000)
  3. {
  4.  description = description.subString(0,1000);
  5. }
  6. fetchFields = invokeurl
  7. [
  8.  url :"https://www.zohoapis.com/crm/v2/settings/fields?module=Tasks"
  9.  type :GET
  10.  connection:"CONNECTION LINK NAME"
  11. ];
  12. //info fetchFields;
  13. allFields = fetchFields.get("fields");
  14. priorityList = list();
  15. statusList = list();
  16. for each  field in allFields
  17. {
  18.  if(field.get("api_name") == "Priority")
  19.  {
  20.   pickListValues = field.get("pick_list_values");
  21.   for each  pickList in pickListValues
  22.   {
  23.    displayName = pickList.get("display_value");
  24.    priorityList.add({"label":displayName,"value":displayName.replaceAll(" ","_")});
  25.   }
  26.  }
  27.  else if(field.get("api_name") == "Status")
  28.  {
  29.   pickListValues = field.get("pick_list_values");
  30.   for each  pickList in pickListValues
  31.   {
  32.    displayName = pickList.get("display_value");
  33.    statusList.add({"label":displayName,"value":displayName.replaceAll(" ","_")});
  34.   }
  35.  }
  36. }
  37. inputs = list();
  38. inputs.add({"type":"text","name":"task","label":"Task Name","hint":"Enter a subject","placeholder":"","min_length":8,"max_length":100,"mandatory":true});
  39. inputs.add({"type":"textarea","name":"description","label":"Description","hint":"Enter description","placeholder":"","min_length":5,"max_length":1000,"mandatory":false,"value":description});
  40. inputs.add({"type":"date","name":"date","label":"Due Date","placeholder":"Choose a due date","mandatory":false});
  41. modulesList = list();
  42. modulesList.add({"label":"Lead","value":"lead"});
  43. modulesList.add({"label":"Contact","value":"contacts"});
  44. inputs.add({"type":"select","name":"module","label":"Type of module","placeholder":"Choose a module","trigger_on_change":true,"options":modulesList});
  45. inputs.add({"type":"select","name":"priority","label":"Priority","placeholder":"Choose a priority","mandatory":false,"options":priorityList});
  46. inputs.add({"type":"select","name":"status","label":"Status","placeholder":"Choose a status","mandatory":false,"options":statusList});
  47. return {"type":"form","title":"Create a task","hint":"Name the task and assign a user","name":"createTask","button_label":"Create","actions":{"submit":{"type":"invoke.function","name":"createTask"}},"inputs":inputs};

Note : Make sure to replace the connection link name
This code will create a message action that you can use to create a task in Zoho CRM. Once used on a message, the createTask function created earlier will handle the task creation process (and the message will automatically be entered as the task description).

In summary, by following these steps, users can create a task in Zoho CRM directly from a chat in Zoho Cliq using either Command or Message Action. This can save time and streamline the workflow for teams that use both Zoho Cliq and Zoho CRM.


    • Sticky Posts

    • Automating Employee Birthday Notifications in Zoho Cliq

      Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

    • Accelerate Github code reviews with Zoho Cliq Platform's link handlers

      Code reviews are critical, and they can get buried in conversations or lost when using multiple tools. With the Cliq Platform's link handlers, let's transform shared Github pull request links into interactive, real-time code reviews on channels. Share

    • App Spotlight : PagerDuty for Zoho Cliq

      App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all of our apps, integrations, and extensions. In today's fast-paced world, seizing every moment is essential for operational

    • Automate your status with Cliq Schedulers

      Imagine enjoying your favorite homemade meal during a peaceful lunch break, when suddenly there's a PING! A notification pops up and ruins your moment of zen. Even worse, you might be in a vital product development sprint, only to be derailed by a "quick

    • Bulk user onboarding for Cliq Channels in a jiffy

      As developers, we frequently switch between coding, debugging, and optimizing tasks. The last thing we want is to be burdened by manual user management. Adding users one by one to a channel is tedious and prone to errors, taking up more time than we could

    • Recent Topics

    • Navigation issue — unable to return to Customer page after opening Receipt from Transactions

      Steps to reproduce: Open a Customer record. Go to Transactions tab and open a Receipt by clicking its receipt number. After viewing the receipt, clicking browser Back or closing the receipt does not reliably return me to the original Customer record (I

    • Thermal Printer Option Needed for Delivery Challan Templates

      Currently in Zoho Books, the Delivery Challan template only supports A4 and A5 page sizes. However, in many businesses (especially retail and hardware), we use thermal printers (like 3-inch or 4-inch rolls) to print delivery challans. It would be very

    • Separate Default Payment Modes for Receipts vs. Payments

      Right now, when I set a default Payment Mode via a customer invoice or Payments Received screen, that same mode shows up for vendor payments (Purchases → Payments Made). 🔹 Request: We need different default modes for: Customer receipts (e.g., default

    • Update/Change GSTIN in GST Settings of zohobooks

      We are trying to update our GSTIN under the GST settings section of our Zohobooks account Initially, we had entered a dummy GSTIN (123456789123456) to generate a sample invoice before obtaining our official GST registration. After receiving our actual

    • Link Payment Mode and Paid Through Accounts

      For most users, it's very difficult for them to understand that the Payment Mode is totally independent of the Paid Through account when paying bills. It seems (and is) redundant for them to have to select what is basically the same thing twice. The current

    • Lets enable business to choose the default payment mode

      Lets enable business to choose the default payment mode so that we do not have choose payment mode again and again for each and every transsctions

    • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

      Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,

    • South African Payment Gateways

      Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurring

    • Has anyone verified if Zoho is PCI compliant?

      We are planning on using Zoho to process payments via Authorize.net. We have everything set up and are attempting to complete the PCI DSS SAQ-A requirement for our merchant account. This requires us to prove Zoho has completed the SAQ-D for Service Providers. We need a way to verify compliance, or a copy of an attestation of compliance signed by the appropriate officer at Zoho. I assume I'm not the first person to use Zoho to process payment, and therefore not the first to require this information

    • Bigin Plugin for Outlook

      Could we get this added? The Gmail version already exists, and I would like to avoid having to make a switch.

    • Date does not fit the field

      Hi There. I am having fun learning zoho sign API. Today I noticed the "Signed Date" field does not fit, or alternatively the font is to large for the auto field space. See screenshot below. The signed date field is created by putting {{Signdate}} on the

    • Tip of the Week #69 – Automate your Zoho TeamInbox tasks with n8n integration.

      Don’t waste time repeating the same tasks—like sending follow-up emails or adding new contacts. Let automation save the day. With n8n, an open-source automation tool, you can connect your favorite apps and let them handle the busywork for you. You don’t

    • Multi Page/Step Forms in creator

      Greetings i was wondering if it's possible to create multipage/step forms on creator similar to what we have on zoho forms. is that possbile? Thanks

    • Package Geometry

      how can i add the dimensions and weight capacity of the available boxes to be default in the system everytime we use it ?

    • How to create a Master Kanban Board that syncs with Child Projects?

      Hello, We're currently using Zoho Sprints for managing our interdepartmental teams, and we're looking to enhance our workflow using Kanban boards as part of a company-wide productivity improvement initiative. Our goal is to implement a project structure

    • Writer.. Broken?

      Hello,  Writer has been really good to me during the months I've used it, up until now.  I usually launch the app by tapping the icon and I could immediately pick up where I left off.  Now I'm greeted by a loading circle not reaching 100% and I only have the option to create a new account.  By pressing that button it now switches to a login screen and I can access my account. However, it seems (only speculating ofc) to be stuck in cell-phone mode? everything looks scrambled.  I can't access any of

    • How to access Recruit Variables in a Deluge function?

      I have set up Recruit Variables in Zoho Recruit, and I would like to know how to retrieve these variables from within a Recruit custom function (Deluge). Could someone please explain the correct way to access them? I tried the following code, but it did

    • Upon De activate a user what name doe sthe contacts candidates go under?

      When deactivating a user, does the user name remain the same, as the candidate owner? If not what/who, does it change to? Do I need to change the user name in contacts and candidates before I deactivate the user?

    • Weekly Tips: Customize alerts from your Priority Users

      You might receive hundreds of emails daily, but messages from your manager, clients, or team leads often require immediate attention, as they may contain urgent requests or critical updates. How would you ensure you never miss important messages from

    • Maximum 100 records in Sheet View is limiting. How can I increase this?

      Thanks in advance for any help with this. There was a similar post that showed answered but it did not help with increasing the number of records you see in a Sheet View. Editing in the Sheet View is fast and efficient but I have 3500 records and I need

    • Revenue Management: #3 Revenue Recognition Simplified

      In continuation of the previous post on how to compute revenue recognition, let's explore a solution that helps businesses handle real-world complexities. While the Accounting Standards provide a clear framework for recognizing revenue, the real challenge

    • Tip #40- Strengthen Remote Support with IP-based Restrictions in Zoho Assist– ‘Insider Insights’

      Protecting sensitive data and preventing unauthorized access is a top priority for any organization. With IP-based restrictions in Zoho Assist, you can ensure that only users from trusted networks can initiate remote support sessions. Say your IT team

    • Push Invoices to Xero Manually

      Hi guys, I'm wondering if anyone has wanted to do this and has a workaround or knows of an app that may be able to help with this. I sell B2B and B2C. The customers can purchase on our website or through marketplace, all of which send sales to zoho. The

    • OpenAI error code: 1010 in a Zobot

      Please see short linked screen recording. Insights welcome. Please and thank you! https://workdrive.zohoexternal.com/external/f3247ba9c872639157b707700c0300c433c7664aea924a034f4da3c3ad2e355f

    • Ability to Create Sub-Modules in Zoho CRM

      We believe there needs to be a better, more native way to manage related records in Zoho CRM without creating clutter. Ideally, Zoho would support "sub-modules" that we can create and associate under a parent module. Our use case: We have a custom module

    • Installing EMAIL Setup in New Domain

      Respected Support team, I'm facing an issue with cloudflare in Pakistan, I want to setup Zoho Mail Setup but I Don't know how to enable Zoho mail setup without cloudflare. My Website https://stumbleguymod.com/ is using CF, and I want a different Zoho

    • Signature change

      I cannot see how to change signature or out of office details easily now in the new format.

    • Inventory API - Retrieve all uploaded product / item images

      I know that I can get the primary image for each product / item or composite item, by using the /image endpoint.  https://inventory.zoho.com/api/v1/compositeitems/<item-id>/image?authtoken=<TOKEN> This will return only one photo, even if the item has multiple images uploaded. Is there a way to retrieve all images stored for an item via the Zoho Inventory API?

    • Ebay Integration malfunction

      My eBay integration in Inventory has always worked well. It suddenly malfunctioned. It is creating its own parts in Inventory that are unavailable instead of selling the parts I've always sold. Tech help was unable to resolve this. The latest sale attempt

    • Introducing Bin Locations In Zoho Inventory

      Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the feature

    • how to get all the records in the custom View more than 200 records , Without using the page Concept

      how to get all the records in the custom View more than 200 records , Without giveing page as default in the Loop Concept Pls help how We can Achive this void schedule.Lead_Attempt_To_contact_schedule_10_30() { pages = {1,2}; for each pg in pages { query_map

    • The way that Users can view the ticket

      I have created users. What I would like to achieve is the following: All users under the same company account should be able to view each other’s tickets.

    • Zoho UAE SMS/WHATSAPP

      Hello everyone, so I have a question as regards DC and their impact on automation, integration and app usage. For example I am working with a UAE clientniw but each time I tried to connect their WhatsApp and sms then automate their process I tend to receive

    • Looking to Flag or Tag contacts/ accounts on Zoho Desk?

      I am looking for a way to flag certain accounts and make it obvious on the views pages. So for example if a has a certain package or needs extra attention it is clear before even clicking on the ticket. This could be via adding a tag or flag onto an account,

    • setting date-time field from string

      hello everyone, i hope someone could help me. i have a date-time field in a form that i want to fill in from two separate fields of date, and time. i need to combine the two fields to a one date-time field but can make it work. i tried to convert the

    • Calendars and CRM Contacts

      I'm finding having multiple calendars in Zoho One so confusing. I have a few questions so I can get this straight. We have a meeting room that we have set up as a resource in Calendar. Can this be set up in Bookings and the CRM Calendar? Using Zoho Calendar,

    • Announcing new features in Trident for Mac (v1.23.0)

      Hello everyone! Trident for macOS (v.1.23.0) is here with interesting features and thoughtful enhancements to elevate your workplace communication and productivity. Here's a quick look at what's new. Record your meetings. You can now record audio and

    • Applying a record template

      Hi all, I can't figure this out. I hope you can help. The scenario: We have learners who have to complete a 'digital' journal with tasks in order to qualify. Those tasks, once completed, need a final signature from their 'Mentor', which will trigger their

    • Quickbooks invoice with Zoho Creator

      Is it possible to push data from Zoho Creator directly to an invoice on QuickBooks? If so, where can I find information on how to do this?

    • Help: Capture full page URL in hidden field when same Zoho Form is embedded on multiple pages (iframe)

      Hi all, Goal Use one Zoho Form across multiple pages and record the exact page URL (incl. subdomain + path + hash) where the user submitted it. Example pages: https://www.example.com/cargo/ https://www.example.com/cargo/containers/#contact https://cargo.example.com/auto/

    • Next Page