App building made easy with our all-new cloud editor

It has been quite a while since we had connected on this platform. A lot has happened in our marketplace and we want you to know what we are up to. You must be familiar with Zoho's extension toolkit that's used by developers for building our extensions. As the next step, you can now build, test, and execute your extensions using Zoho's cloud editor -  Sigma . 

Why do we recommend you to use the cloud editor? 

• Your extension development can be entirely managed online.
  
• The installations of 'Node.js' and 'ZET ( Zoho Extension Toolkit )' are not needed and the user can start coding their app once they are on-boarded to their workspace.
  
• The app folders and the default 'plugin-manifest.json' file are automated so one need not spend time in creating them manually using the CLI.  
  
• You can choose to build an extension from scratch or import the file from a local editor and manage it here.
  
• The editor supports version management so you can revert your extension to its previous version if necessary.
  
• Handle events with the help of the triggers available in the editor.
  

Extend the scope of your extension with triggers

A  trigger is executed when you have to perform an action or a set of actions when a specific  event occurs. This way, you get to do more than what you can do with your extension. We support a few  task-specific events and extension-specific events currently. However, you can also create your own event and handle them in your extension.

Task-specific events (Also called as service events): 

Event Name	When does it occur
create_task	A user creates a task.
update_task_field	The user updates a task field.
delete_task	The user deletes the task.
task_comment_add	The user adds a comment to it.

Extension-specific events:

Event Name	When does it occur
extension_on_run	A user runs their extension to test it.
extension_on_stop	The user disables the development mode to run their extension.
extension_installed	The extension is installed
extension_uninstalled	The extension is uninstalled
extension_disabled	The extension is disabled at the moment.
extension_updated	The extension is enabled at the moment.
extension_upgraded	The user upgrades to a paid version of the extension.

The following are a few sample scenarios where you can use triggers to handle different events with respect to your extensions:

• When a task is created in a project, a similar entry can be made in the user's Google Calendar.
  
• Similarly, when a task is updated, a notification can be sent to its assignee or the manager of the project. 
  
• In a different case, after a user updates your app, you can send an email to them asking for their consent to receive email notifications about the app's latest updates frequently. To handle this case, you can associate the ' extension_updated ' event with your ' send_email() ' function block and execute it with a trigger. 
  

Extensions Gallery

The cloud editor also gives you a collection of available extensions which can be used as templates. You can refer to their source code for your understanding and modify it as necessary. You can also write functions to access the data from the third-party services using APIs in your extension. If you are going to build your first extension, then we highly recommend you refer to this  Extensions Gallery to get a clear picture of the how-tos of it.

For example, the Tasklist extension uses Zoho Projects' own APIs to fetch the task list and milestone related data. On the other hand, the Google Drive extension hits the Google APIs to fetch the user's files present in their Google account so referring to the extensions available in our gallery will give you a clear picture about how the data is fetched and managed in an extension. The Checklist extension gives you an extensive knowledge about storing data against entities.

 

We hope you will explore the cloud editor and give your feedback. You can also give your suggestions at support@zohoprojects.com. We will see you with more features this year :) 

• Topic Participants

• kiruthika

  

• Blavier

• Monica P

  

• Sticky Posts

• App building made easy with our all-new cloud editor

  It has been quite a while since we had connected on this platform. A lot has happened in our marketplace and we want you to know what we are up to. You must be familiar with Zoho's extension toolkit that's used by developers for building our extensions. As the next step, you can now build, test, and execute your extensions using Zoho's cloud editor -  Sigma .  Why do we recommend you to use the cloud editor?  Your extension development can be entirely managed online. The installations of 'Node.js'

• Marketplace Extensions for Zoho Projects

  Hello, folks! It's been a month since we launched a few extensions for Zoho Projects on Marketplace so we thought of sharing a few stats with you and what you can expect from us in the near future. We have the Checklist, Google Drive , and Zendesk extensions

• Recent Topics

• Uploading Files from uploads api

  I tried uploading the image from the API call but its giving me unauthorized error even i have given valid token in header. After uploading i need that id to pass in create ticket api uploads but its not uploading that file. Please help me out in th

• Categorize Items with Item Headers

  Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title.  Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates.  To add an item header: Go to the Estimates, Invoices

• URLs being masked despite disabling tracking

  Hey, We had disabled click tracking from an email update we are sharing with our users. Despite this, the URL the end user is receiving is masked, and looks like "https://qksyl-cmpzourl.maillist-manage.net/click/1d8e72714515cda6/1d8e72714515ca70" instead

• Change format of quantity format

  Hi,  I would like to change the qunatity format from 1,00 to 1.  Is this possible?   thanks!

• square up and Zoho books

  Since we set up the app connection between square up and Zoho books we have realised that when the amounts are getting transferred Zoho is adding VAT again making the numbers 20% more than they should be. We have checked our settings and they VAT/ Tax

• How to provide Access rights to specific Bank accounts

  We have several bank accounts. I want to provide certain members access to only 2-3 accounts. It appears that when I give permissions, they are for ALL bank accounts. How do I do that?

• Errors Getting a Bank Transaction

  Using Postman(for testing), I am receiving errors when attempting to get a single bank transaction. I am able to receive the list of bank transactions with https://www.zohoapis.com/books/v3/banktransactions/?organization_id={org_id} but when I try to

• Subscriptions Plans and CRM Products Integration?

  Is there any way to set up plans and pricing in Zoho Subscriptions and have those available as Products in the CRM? We are trying to set up the CRM and the Products seem to be more geared toward selling products that are not subscription based.  So if we sell annual or monthly contracts which are $10/seat/month, I can set this up as a plan in Subscriptions, but how can I set the same thing up in the CRM for the salespeople to sell/quote? What is the best practice for setting up the CRM Products to

• Mapping Zoho Subscription Plans and Products to CRM and Books

  We have products that are one time products and subscription products.   1) We would like to have the ability to create an opportunity in CRM that includes both one-time charge products and subscription products.  Currently the only way of creating a subscription product is by defining a "Product->Plan" hierarchy in Zoho Subscription.  It appears that the only SYNC between Subscription and CRM is around contacts and the Product->Plan hierarchy doesn't sync to CRM, thus, you would need a duplicate

• Zoho People Attendance Module - Split Shifts

  Hello, Our business employs a number of college students who often split their workdays between work hours and class schedules, resulting in split shifts. For example: Employee 1 works 9am to 11:30am and then leaves for class, returning to work at 3pm

• Bulk update fields based on date

  Hi! I need all the quotes with "Quote Stage" set to "Next Year" to update to "Draft" every January 8 (every year). Can you help?

• Target for a campaign

  Hi, Hope you can help me. I need to create a report (for a marketing campaign) that combines Deals and Contacts to export all the contacts with closed deals. I can easily do that, what I cannot do is to remove from the target the contacts that have more

• Zoho Desk + Jira integration - Email notifications and comments posted by administrator instead of real user

  Dear All, I set up the integration under my admin account, and now when users leave comments in Jira (to created tickets in Zoho Desk), the email notifications show that the ‘Administrator’ left a comment, not a real user. The same happens in the ticket

• Celebrating the power of visuals

  On World Photography Day, we would like to highlight the power of visuals in customer service. Visuals promote learning and understanding in less time. A photograph can rekindle a memory, convey more than words, and give a fresh perspective. How does

• Customer address in Zoho Bookings

  Hello,  Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps.  It would also be advantageous for the "list view" to show appointment times instead of just duration and booking

• Blocking / black listing customers

  Hi, We have a situation, we observed that certain customers are blocking multiple appointments with our advsiors but not showing up. Some of these are repeat offenders. This leads to those service hours getting blocked and not available for genuine customers.

• Option to block bookings from specific email address or ip adresss in zoho booking

  Sometime few of our client keep booking irrelevant booking service just to resolve their queries and they keep booking it again and again whenever they have queries. Currently its disturbing our current communication process and hierarchy which we have

• Feature Request: Email Templates for notifications accross all services

  Currently in Zoho Bookings, email notifications (such as booking confirmations, reminders, and cancellations) must be customized individually for each service. This becomes time-consuming and error-prone when managing multiple services that require consistent

• Allow customers to choose meeting venue and meeting duration on booking page

  My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these

• Approval-based booking with Zoho Creator and Zoho Bookings

  Hi community members, We have developed a workaround for approval-based booking using Zoho Creator and Zoho Bookings! This provides a temporary solution as we work on the native feature, and it's useful for anyone needing an approval workflow when confirming

• Member Accounts in Related List

  Hi Team, Currently, when a parent account is associated with an account in FSM, there is no related list displaying the associated member accounts under the parent account’s related list section. To view member accounts, I have to manually search using

• how do i remove a specific Zoho Service from my account

  I no longer need Zoho CRM, ZRM Assist nor ZRM BugTracker. How do I remove them from the list of apps for my account?

• I Want migarte all invoice details to zoho sheets

  I want to migrate all existing invoice details to Zoho Sheet, and automatically update the sheet whenever a new invoice is created.

• were can i find my invoices i need this for my accountant

  were can i find my invoices i need this for my accountant, how can i get id direct to my email?

• ONLY email field not populating Writer fillable document (randomly)

  I have a Zoho Writer fillable document that has pulled all my data from my Zoho Sheets file, EXCEPT the email column. It pulled every data before and after that column with no issues. Screenshots attached. It's not my first time using the app or the feature,

• My number is marked as spam

  Hello Zoho Mail Support, My phone number was incorrectly flagged as “spam” during sign-up. This is my personal number, and I have not engaged in any spam activities. Kindly review and verify my account so I can proceed with my email setup. Thanks.

• Personnalisation des paramètres dans Zoho Mail

  Pourquoi cela compte-t-il ? La personnalisation des paramètres dans Zoho Mail permet aux administrateurs de configurer l’environnement de messagerie en fonction des besoins spécifiques de leur organisation. Que ce soit pour alléger l’interface pour certaines

• How To Save Data Into Zoho CRM Sandbox

  Hi Community, I want to save data into my zoho sandbox , for this I am using this api endpoint - https://www.zohoapis.com/crm/v8/Patients but I am getting this error - { "success": false, "message": "Zoho API request failed", "error": { "code": "INVALID_MODULE",

• Automate pushing Zoho CRM backups into Zoho WorkDrive

  Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They

• Question about retrieving unsubscribed contacts (outside of lists) via API

  Hello, I am currently using Zoho Marketing Automation and would like to integrate it with our company’s core system. For this purpose, I am exploring the API options available to retrieve contact information. Specifically, I would like to know if there

• Getting “mandatory field missing: Service_Line_Items” When Creating Work Order via Zoho Flow Deluge

  Hi Team, I’m trying to create a Work Order in Zoho FSM with only a Service Line Item (no Parts). However, I keep getting this error: Work Order Response: {"code":"MANDATORY_NOT_FOUND","details":{"api_name":"Service_Line_Items"},"message":"required field

• How to customize the colors of the Client Portal login screen and add the company logo?

  As title, how to customize the colors of the Client Portal login screen and add the company logo?

• Daily updates/fixes and how to see what was changed?

  When I receive the notification that zoho was updated and I need to refresh it. How can I see what was changed or fixed? Sometimes they change things that effect my books and I need to know what they did. For example over this past weekend something was

• Upcoming Change: Snowflake Username/Password Authentication Deprecation – Action Required

  Hello Users, Snowflake has officially announced that username and password-based authentication will be deprecated by November 2025. You can find the official announcement [here]. If you're using a Snowflake connection in Zoho Analytics to import data,

• Why should I choose Zoho Inventory vs Odoo?

  Hello there! I have used Zoho in different companies I've worked in, and I have a positive perception of it. I am starting a new import business for pipes, tubes, fittings, valves, elbows, etc., which all have serial numbers, cast numbers, etc., so I

• Product Updates in Zoho Workplace applications | July 2025

  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this July. Zoho Mail Import bookmarks from Pocket Worried about losing your Pocket bookmarks? Don't worry we have got you.

• PLEASE FIX YOR BUGS

  PICTURES ARE BEING REJECTED DESPITE THEM FOLLOWING THE GUIDELINES ON DIMENTIONS.

• Kaizen# 204 - Answering Your Questions | Perform Field Updates before Blueprint transition via Client Script

  Hello everyone! Welcome back to another exciting Kaizen post. One of the questions we received through your Kaizen feedback was: “How can I update fields before Blueprint transition and how to prevent a transition based on a condition using Client Script?”

• Create online meetings for Booking Pages with Zoho Meetings and Zoom

  Greetings, We hope you're all doing well. We're excited to share some recent enhancements to Bigin's Booking Pages. As you know, Booking Pages let you create public pages to share your availability so that your customers can easily book time slots with

• Filters in audit logs

  Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Previously, there were no filters available to narrow down data in audit logs. Now, we've introduced

• Next Page