Zoho Projects - Add Event Change as Trigger
I am currently trying to create an automation in Zoho Flow that sends a notification when an Event is updated in Zoho Projects. At present, Zoho Projects only provides a trigger for Event creation. There is no trigger available when an existing Event
Action Required: New outgoing proxy IP addresses for EU data centers
To improve the reliability of external connections from Zoho DataPrep, we will be migrating to new dedicated outgoing proxy IP addresses for the Europe (EU) Data Center on August 1,2026. Previously, outgoing connections from Zoho DataPrep shared the same
Time Log Grid View: Refined for detailed time tracking
Tracking work hours across tasks, issues, and team members has always required jumping between views and piecing together context. The updated Time Log Grid View avoids that. It records your team's logged hours against tasks and issues in a unified, interactive
How to connect zoho bookings and Salesforce?
Hello! I just created my very first account on Zoho and started to play around with Zoho bookings. One thing I can't figure is how to integrate Salesforce with Zoho bookings. I don't see any "connection" button on my account. Does anyone know how to connect
Why I RAN From Salesforce
I still remember in 2003 when I logged into Salesforce for the first time. I was already an avid Sugar Fan Boy at the time but knew there was a shift about to occur as the Engineering demand of Sugar was too much for a normal business. Who would have known just how right I was? For the next 16 years I would walk almost 100 companies into launching or integrating with Salesforce in some way. I probably was one of their largest sales producers they still have no clue of. But just like in 2003 I am
Client Portal Not Accessible
I am new to Zoho Books and am just starting to experiment. I sent myself an invoice at a personal test email address, which I paid. When I go back to the email I received and click "View Invoice", I get taken to a zohosecurepay page which shows the paid
Filing GST 3B Through Zoho
I am unable to record/Mark as filed the GSTR-3B for January 2026 in Zoho Books. Although GSTR-3B has already been filed on the GST Portal filed through GST portal but need to mark as filed in Zoho Books so I will be allowed to filed the next returns,
Kiosk Webinar Series - Basics, What's New, and Agents in Kiosk!
Your multi-step processes usually involves actions your users perform, data they fill and access, and even actions that need to be automated. To perform those processes, users often have to switch between multiple tabs, search for information across fields,
Feature Request: ASOF JOIN support for time-series joins
Feature Request: ASOF JOIN support for time-series joins Hi all, I'd like to request native support for an ASOF JOIN (as-of join) in Zoho Analytics SQL query tables, similar to DuckDB's ASOF JOIN and pandas' merge_asof(). The problem When building a time-series
Workshops de Zoho España: Últimos días para conseguir tu entrada anticipada
Los Workshops de Zoho vuelven a España este noviembre ⏰ Este viernes 31 de julio a las 23:59 finaliza el descuento por compra anticipada para los Workshops de Zoho España. ¡Consigue la tuya en nuestra web! Si quieres sacar el máximo partido al ecosistema
Arattai App Features Update
1. Offline Messaging & Sync Enable users to compose messages without internet and deliver them automatically via peer-to-peer methods (Bluetooth/WiFi Direct) when nearby users are available. This would be a game-changer for rural India with unreliable
Marketing Tip #43: Drive more interest with use-case-based mini campaigns
Sometimes customers do not shop for a product type. They shop for a need, occasion, or situation. That is why mini campaigns built around use-cases can be more effective than simply saying, "Buy this product." For example, instead of promoting a single
Divider Width Changes on Mobile in Zoho Campaigns
I am having trouble with the divider element in Zoho Campaigns. First, I do not understand what width I need to set it to so that it is exactly the same width as the text. I can only estimate it, and around 92% seems to look right. However, when I send
Updated ZOHO terms of service must be accepted or lose account
Received email today apparently from Zoho Team that I must log in somewhere and accept new terms of service or lose my free email account. Very suspicious. Please confirm if valid.
Tracking Emails sent through Outlook
All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But
Conditional Layouts On Multi Select Field
How we can use Conditional Layouts On Multi Select Field field? Please help.
Define who can reach your groups by managing email and domain restrictions in Zoho Mail
Controlling who can send emails to your groups is an essential part of managing group communication in any organization. With Zoho Mail's Advanced Group Settings, administrators can regulate inbound emails at both the address and domain level using Email
Votre IA, votre choix : Intégrez le LLM de votre choix à votre chatbot SalesIQ
L'IA est désormais présente dans le service client, les ventes, le développement et les opérations internes. En parallèle, les entreprises standardisent leurs usages autour d'un ou plusieurs fournisseurs d'IA validés après des évaluations rigoureuses
Bulk-updating a File Upload field via API
I'm trying to use the Update Records API (v2) to attach the same PDF to around 200 records in one go, but the file upload field isn't accepting a value in the "data" payload the way other fields do. Is bulk-updating a File Upload field supported through
WebDAV support
I need WebDAV support so that I can upload/download (and modify) documents from my local file system. Is anything planned in his direction?
Add Image Upload Field to Zoho Bookings Registration Form
Hi, We would like to request the addition of an image upload field to the Zoho Bookings registration form. Currently, Zoho Bookings only supports text-based fields (e.g., Single Line, Multi-Line, Email, Checkbox, Dropdown, Radio Button, and Date), but
Automating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
Approval Process not retriggering after rejection when stage is manually changed back
We have an Approval Process on the Opportunities module that triggers when Stage is changed to Negotiation (Execute on: Edit Only). On rejection, a field update action reverts Stage back to Proposal. The issue: after rejection, AE can manually changes
crm to books
We currently sync CRM Contacts to Zoho Books Customers using two-way sync. We now wish to change to "Accounts & their Contacts". What happens to existing Books customers? Will they be merged with CRM Accounts, duplicated, left unchanged, or recreated?
Zoho Desk Workflow Functions: Significant Gaps Around Ticket Comments and Authentication
Yes - I used AI to summarize my last two days of trying to make this work with Workflows/Custom functions and Zoho Flow before that. Zoho Desk Workflow Functions: Significant Gaps Around Ticket Comments and Authentication We've been building an AI-assisted
Zoho Mail Android App Update: Translate Email
Hello everyone! You can now translate the email content to your preferred language from the list of supported languages on the Zoho Mail Android app. To access this feature, please follow the below steps: 1. Open the respective email on the Zoho Mail
Custom script for improved Desk integration
Good afternoon, I ended up undertaking a development project to achieve the goal outlined below. I've summarised the project below and attached a PDF copy which covers each stage of the project from end-to-end, this may or may not be of interest to members
Edit a previous reconciliation
I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.
How Can I Import an Outlook PST Into Zoho Mail?
Please, Provide me with a step-by-step process Thanks and Regards Adam Watson
Zoho Books | Product updates | July 2026
Hello users, We’re excited to bring you the latest updates in Zoho Books for July 2026! This month's release introduces Terminal Payments, CMP-08 filing for composition taxpayers, SEPA Credit Transfer support, the new Receipts and Payments Report for
WhatsApp Vendors Module
Hello, so WhatsApp works with the below, mainly with the customer side modules. Can we get functionality on the vendor side modules, i.e., PO, Bills, Vendor Credits, Payments Made, Purchase Received? WhatsApp is often the preferred method of communication
[Product Update] Locations module migration in Zoho Books integration with Zoho Analytics
Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho Books
#23 The Full Picture of Who Owes You What
In the previous post, we looked at what you have earned. This post is about what you are still waiting for. This is crucial because in a growing business, those two numbers drift apart quietly and the gap between them has a name. Receivables. Imagine
Status Filter
It seems odd to me that I'm not able to filter documents based on status in the all documents list and instead am forced to use predefined views. Is there a technical reason the filter is not provided on the status column?
Balance sheet creation
My company year end is 30 Jun. I am unable to create a Balance Sheet as at 30.06.2025 as it says select a period 1 to 365 days Shan
Inspection Table
Hello Latha, We created a job sheet that includes the new table (Inspection Table) which was introduced recently. However, agents are not able to see the rows in the inspection table. Could you please investigate this issue and get back to us? Please
Kaizen #252 - Managing Data Sharing Rules using APIs
Hey everyone! Welcome to another Kaizen week! Data Sharing Rules are one of those CRM features that are usually configured during implementation and then left untouched for months, or even years. For small teams with a simple reporting structure, managing
Zoho Subscription Pricing
Greetings everyone, We have a deep appreciation for all the remarkable Zoho products, and we take great pride in our partnership with Zoho. However, we have encountered a significant challenge concerning the pricing of Zoho subscriptions, which has resulted
Zoho Mail Android app update - Generate content and summarize email using AI
Zoho Mail Android app now supports an option to generate content and summarize emails using BYOK(Bring Your Own Key). You can also regenerate the content, change the length, tone and AI vendor within the mobile app. Please update the app to the latest
How do I show file uploads in my Zoho Creator approval workflow?
As far as I can tell I'm not able to add the file upload field to the approval workflow show fields list. As a work around I'm making a plain text field that links to the files URL. But I'm not sure how to get a link to that url that will me to preview
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