Using ZRC in Client Script

Using ZRC in Client Script

Hello everyone!

Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. 

In this Kaizen post,
  1. What is ZRC?
  2.  ZRC Methods
  3. Use Case
  4. Solution
  5. Summary
  6. Related Links
1. What is ZRC?

Zoho Request Client (ZRC) is a built-in SDK in Zoho CRM that provides a unified way to make REST API calls across developer-centric features of Zoho CRM like Client Script, Widgets. Invoking CRM APIs, Connection APIs, and external APIs requires different syntax and separate code for each type. ZRC removes this complexity by offering one common and consistent approach to call all APIs, making client-side development easier and faster.

The following are the key features of ZRC.
  1. ZRC works with any CRM API version
  2. It supports self domain calls by providing only the API endpoint without specifying the domain
  3. Uses a single unified syntax for CRM APIs, custom Connections, and external public APIs. 
  4. No authentication handling needed for the same CRM org as ZRC manages it automatically
  5. Automatic JSON handling without manual parsing.
  6. Supports clean async code with full async-await and promise chaining.

2. ZRC Methods



Click here for more details about ZRC Methods.

3. Use Case - Log call notes and update the Lead status with a button click.

Quote
At Zylker, Salespersons often make multiple call attempts before connecting with a lead. Manually recording these attempts and updating the Lead status is often overlooked, leading to incomplete tracking and inaccurate pipeline data. To address this, the Admin wants the following changes:

1. Display a popup to capture call attempt details when a button is clicked and save them as a Note on the current Lead.

2. Also, update the Lead_Status of the current Lead to “Contacted” .

4. Solution

Here, the requirement is to create a note based on the Salesperson's description and update the status of the Lead record.To achieve this, Salesperson's input is collected through a pop-up when a custom button is clicked. The ZRC POST method is used to create a note for the Lead. The ZRC PUT method is used to update the status of the Lead record. As the Client Script has to be triggered with a button click, you should create a custom button and add Client Script from "Create Custom Button" pop-up.

  1. Go to Setup > Customization > Modules and Fields. Click Leads and navigate to "Buttons" tab.
  2. Specify the details about the custom button, Define action as "Client Script" and click Create.


  1. This opens Client Script IDE.
  2. Enter the following script and click Add in Client Script IDE. 
  1. // Validate if the script is running on a Lead record page
  2. if (!leadModule || !leadRecordId || leadModule !== 'Leads') {
  3.     ZDK.Client.showMessage('This script is designed to run exclusively on Lead record pages. Please navigate to a Lead record to use this feature.', { type: 'warning' });
  4.     return;
  5. }

  7. // Display a loader to indicate ongoing background operations
  8. ZDK.Client.showLoader({ message: 'Logging call attempt and creating follow-up actions...' });

  10. try {
  11.     // 1. Create a standardized Note attached to the Lead
  12.     var notes_content = ZDK.Client.getInput([{
  13.         type: 'text',
  14.         label: 'Log Call Details'
  15.     },
  16.     ], 'Log Call Details', 'OK', 'Cancel');
  17.     log(notes_content);
  18.     console.log({ notes_content });
  19.     const notePayload = {
  20.         data: [{
  21.             Note_Title: 'Call Attempt Log',
  22.             Note_Content: notes_content[0],
  23.             Parent_Id: { // Associate the note with the current Lead record
  24.                 id: leadRecordId,
  25.                 name: leadRecordName,
  26.                 module: {
  27.                     api_name: leadModule
  28.                 }
  29.             }
  30.         }]
  31.     };

  33.     const noteCreationResponse = await zrc.post('/crm/v8/Notes', notePayload);

  35.     // Check for successful note creation (200 OK or 201 Created)
  36.     if (noteCreationResponse.status !== 201 && noteCreationResponse.status !== 200) {
  37.         throw new Error('Failed to create Note: ' + JSON.stringify(noteCreationResponse.data));
  38.     }

  40.     // 2. Update the Lead_Status field to “Contacted” on the current Lead
  41.     const leadUpdatePayload = {
  42.         data: [{
  43.             id: $Page.record_id, // Specify the record to update
  44.             Status: 'Contacted'
  45.         }]
  46.     };
  47.     const leadUpdateResponse = await zrc.put(`/crm/v8/${leadModule}/${leadRecordId}`, leadUpdatePayload);
  48.     $Client.refresh();

  50.     // Check for successful lead status update (200 OK or 202 Accepted)
  51.     if (leadUpdateResponse.status !== 200 && leadUpdateResponse.status !== 202) {
  52.         throw new Error('Failed to update Lead Status: ' + JSON.stringify(leadUpdateResponse.data));
  53.     }

  55.     // Display a success message
  56.     ZDK.Client.showMessage('Call attempt logged, and Lead status updated', { type: 'success' });

  58. } catch (error) {
  59.     // Log and display an error message if any step fails
  60.     console.error('Error executing Log Call Attempt script:', error);
  61.     ZDK.Client.showMessage(`An error occurred: ${error.message}`, { type: 'error' });
  62. } finally {
  63.     // Always hide the loader, regardless of success or failure
  64.     ZDK.Client.hideLoader();
  65. }

  1. In the above script, $Page.module retrieves the current CRM module from which the script is executed.
  2. $Page.record_id fetches the unique ID of the record currently opened on the page.
  3. $Page.record provides access to the field values of the current record.
  4. ZDK.Client.showLoader() displays a visual loading message to inform the Salesperson that background operations are in progress.
  5. ZDK.Client.getInput() prompts the Salesperson to enter details about the call through an input dialog.
  6. ZRC.post() sends a POST request to Zoho CRM to create a new record and automatically handles authentication and domain resolution.
  7. In the notePayload,"Parent_Id" links the created note to the current CRM record and module.
  8. ZRC.put() sends a PUT request to Zoho CRM to update an existing record.
  9. $Client.refresh() refreshes the current CRM page so the latest updates are immediately visible to the Salesperson.
  10. Here is how Client Script works.




5. Summary

1. How to update a record in Zoho CRM using ZRC 
2. How to insert a record using ZRC



    • Sticky Posts

    • 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.

    • Kaizen #226: Using ZRC in Client Script

      Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

    • Kaizen #222 - Client Script Support for Notes Related List

      Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

    • Kaizen #217 - Actions APIs : Tasks

      Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

    • Kaizen #216 - Actions APIs : Email Notifications

      Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

    • Recent Topics

    • Funcionalidades y configuration ZohoDesk

      Creo que no estoy sacando el provecho adecuado a la application quisiera solicitar una capacitación al respecto

    • How to call Functions and perform Write Operations using Page Scripts?

      Hi everyone, How to call a function from a Zoho Creator application within a Page Script, also how to perform write operations (adding or updating records) using page scripts?

    • Use arbitrary images in deluge

      I am sending emails from my deluge code and I would like to be able to include a few images in the email template. While I know that I could put the on a website somewhere and link to them in the HTML, that is not what I want due to email client security

    • Connecting Airwallex in Zoho Books

      I have a question. I’m trying to connect our Airwallex account to Zoho Books, but the integration does not seem to work. Could you please guide me on how to properly connect Airwallex? I need to see the expenses also, since it only shows the profits now

    • Questions Regarding Helpdesk & SalesIQ Customization and Email Setup

      Hello, I hope you’re doing well. I have a few questions regarding Helpdesk and SalesIQ: Can the emails sent to customers via helpdesk tickets be fully customized — including signature, subject line, and other elements? Also, is it possible to send these

    • Button Duplication when emails forwarded or replied

      When I create a new email template in campaigns and send it out it looks fine to all the users, however if that email is then on forwarded or replied to then all buttons within the email duplicate.  See below The one on the left is the original one.

    • Workdrive backup and default storage selection

      Hi community, I have been informed by Zoho that workdrive will be the default storage mechanism for crm and projects. These 2 Apps seem to have different design on how they interact with workdrive for storage. 1. Crm: seems to have files saves at the

    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

    • Ask the Experts 27: Onboarding and managing support reps

      Hello everyone, We are back with our Ask the Experts (ATE) series for 2026. This year, we bring experts to help you address customer support challenges using Zoho Desk. For our first ATE, we are getting into the human side of customer support. "Every

    • 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

    • Assign emails to lead

      I have some contacts who refers leads but there is no away to manually assign emails to lead.   

    • sync two zoho crm

      Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.

    • Built-in Date Functions in Zoho Analytics Query Tables

      I have a doubt about whether Zoho Analytics Query Tables provide built-in functions for start date, end date, and the current month

    • Introducing Rollup summary in Zoho CRM

      ------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update that

    • Enhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more

      The multi-currency feature helps you track currencies region-wise. This can apply to Sales, CTC, or any other currency-related data. You can record amounts in a customer’s local currency, while the CRM automatically converts them to your home currency

    • Marketer's Space: Why your open rates suddenly drop to zero?

      Hey everyone—welcome back to another post in Marketer's Space! If you regularly track the performance of your campaigns, open rates are probably one of the first numbers you check after sending an email. So it can be quite alarming when a campaign suddenly

    • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

      Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

    • Bulk upload images and specifications to products

      Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.

    • Introducing Workqueue: your all-in-one view to manage daily work

      Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales

    • Import Quote from CRM into document in Writer?

      Hi, I created a quote for a proposal in the Zoho CRM and was wondering if there is a way to embed the quote into a document in Zoho Writer so I can make our sales proposals look a little nicer. Is that possible?

    • Private email threads

      When sending a Private email or receiving a response once the email thread has been marked as 'Private'- is there a way to trigger the system to "restart the clock"? I am finding that when someone responds to a 'Private' thread that it is opening the

    • SLA Notification

      Team members have been receiving this notification and feel as though it is as random. Explanation on this notification is appreciated! Also, is there a way to disable this notification?

    • I'd like to Import Contacts for an SMS Campaign, but they don't have email addresses.

      I've got a contact list of about 4000 contacts. Some only have mobile phone and not email. Can I still import the contacts?

    • Incoming email replies not automatically associating with Deals/Opportunities - Is this possible in Zoho CRM?

      Hello Zoho Community, I'm running a travel agency (B2B and B2C) and we've been struggling with what seems like a basic functionality that we cannot get to work properly. Our use case: We send emails to suppliers (hotels, transportation companies) and

    • Transaction Rule Matching

      Q1. Is there a method to have the Transaction Rules applied across multiple Bank Accounts? Q2. To match "contains" text in Transaction Rules, is a wildcard or regular expression required? Is it case sensitive? Would searching for "issue" in the following

    • Newby Questions - Vendors, Customers, and Income vs. Other Income Clarifications

      Q1. For Deposits, there does not seem to be an option for "Income". "Other Income" is an option however. What is the process to add the option to assign a deposit to type "Income"? Q2. In many cases Vendors and Customer are the same. Vendors may purchase

    • Newby Questions

      Q1. The top bar of Zoho Books has a "Search in Banking (/) " field. What is the proper use of this text box? - Searching for Amazon for example has no results but there are transactions. - Is the search case sensitive? - Are regular expressions allowed?

    • Duplicate Leads Notification Help!

      Hello! I have several web forms that have a duplicate lead notification that are being sent to the creator of the web form. I understand how to change the form entry notification, but I am specifically looking to change the recipient of the "Duplicate Lead" notification. Any help you can offer is greatly appreciated! TIA, ~ Jenn

    • Bulk Associate Tasks/Task Lists to Milestones (Similar to Issues)

      Hello Zoho Projects Team, We hope you are doing well. We would like to request an enhancement regarding Milestone management for Tasks in Zoho Projects. Current Behavior: In the Issues module, it is possible to select multiple issues and easily associate

    • How to see Statement Details Shown in Unclassified Transactions in All Transactions?

      All, The list of Unclassified Transactions show the Statement Details and Descriptions. What is the method to see that column in the All Transactions list? -Thanks!

    • Zoho CRM - Feature Request - Analytics Components Group By Week Alternative Formats

      On the Zoho CRM Analytics Components, please consider adding an option to allow group by week format to be changed to other formats such as Week Commencing or Week Ending dates, rather than the current Week Number. This would provide improved usability

    • Is Zoho Sites still actively being developed?

      Hello, Is Zoho Sites still actively being developed as part of the Zoho ecosystem? I noticed that the What's New page (https://www.zoho.com/sites/whats-new.html) does not show any updates since Q1 2025. We were considering migrating our website from Squarespace

    • Adding new data to the sheet with most recent data being added to top row.

      I am using a form that I built from within sheets.  When the form is submitted, is it possible to have the data entered in (for example) row 2 (since row 1 is the heading) instead of being added into the next available row which should be hundreds of

    • Duplicate Leads Concerns with Round Robin and Lead Approval Process

      It is great to have the Duplicate Lead Approval Process, there are a few issues with the process that I would greatly appreciate taken consideration in enhancing. It appears that A Lead comes in Lead owner assigned by the Round Robin Check for Duplicate,

    • need a packing list feature

      In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.

    • Editing Item Group to add Image

      I did not have the image of the product when the Item Group was created. Now I have the product image, and would like to associate/add to the Item Group. However the Item Group Edit functionality does not show/allow adding/changing image. Please hel

    • Zoho CRM Queries Now Support Databases and Cloud Data Sources

      Hello everyone! We're thrilled to announce a major enhancement to the Queries feature in Zoho CRM! Queries now support a broader range of external data sources, allowing you to fetch live data and combine it with CRM records, all using a unified query

    • Map: Output None

      Hi, Checking if you help me inspect this block The code below triggers during Successful form Submission from another Form. // rec_a = formA[ID!=0]; rec_b = formB[ID!=0]; ListA = List(); //subformA for each recA in rec_a.ItemSubform { for each recB in

    • Re: Application Architecture in Zoho Creator — A Platform-Specific Deep Dive

      A recent community post on application architecture made some excellent points about planning architecture early in Zoho Creator projects. The core message is right — Creator applications have a habit of growing organically into maintenance nightmares,

    • Files Uploaded to Zoho WorkDrive Not Being Indexed by Search Engines

      Hello, I have noticed that the files I upload to Zoho WorkDrive are not being indexed by search engines, including Google. I’d like to understand why this might be happening and what steps I can take to resolve it. Here are the details of my issue: File

    • Next Page