Add Claude in Zoho Cliq

Add Claude in Zoho Cliq


​

Let’s add a real AI assistant powered by Claude to your workspace this week, that your team can chat with, ask questions, and act on conversations to run AI actions on.

This guide walks you through exactly how to do it, step by step, with all the code you'll need.

Just copy, paste, replace the placeholders and you'll be good to go.


By the end of this guide, you’ll have:

  1. A Claude bot inside Zoho Cliq to have real back-and-forth conversations.
  2. The ability to @mention Claude in any channel and reply to a message and ask Claude to act on it.
  3. A message action to act on messages in Cliq by Claude. Additionally, pre-built actions to review code, generate mind maps, draft a reply for the selected message, or explain it like you’re new.
IdeaBefore you start:
1. A Zoho Cliq account with Developer access.
2. An Anthropic API key
3. Basic comfort with Deluge (optional — all code is provided
😉)

A. How to get an Anthropic API key?



1. To get an Anthropic API key, sign up at the Anthropic Console (console.anthropic.com).
2. Navigate to the API Keys tab, and click Create Key. 
3. You must add credits via the Billing section to activate the key. Copy the key immediately, as it cannot be viewed again.

Alert
Note: In this guide, the API key is pasted directly into the code for simplicity. But never, ever share your API key to others and double-check before sharing screenshots or code.

B. Create a Connection 

Claude needs permission to: Read chat messages and Fetch attachments (like PDFs) when prompted, for that let's create a connection for it.  ⓘ Learn more about connections

1. Go to the Connections module (in Bots & Tools) → Create Connection
2. Add a Connection name, for eg. "readmessageandfile"
3. Select:
ZohoCliq.Attachments.READ
ZohoCliq.Messages.READ
4. Create
Click Create, then authorize the connection. Copy the connection name, you'll paste it into the handlers in the next steps.

How to start

Go to Zoho Cliq → Settings → Bots & Tools 

Claude Bot:




  • Go to Bots → Create Bot.

  • Name it Claude and give it any description of choice.

  • First, let's create a Message handler to handle the conversations first.

  • Click edit code and copy paste the below code in it (follow along the comments to understand what each part does)

Idea

One API endpoint. That's all.


Both the bot and the message action use the same single Anthropic endpoint: POST /v1/messages. The only thing that changes between them is the system prompt and what you put in the messages array. Once you understand that, the rest is just assembly.
Explore API docs →


Message Handler:



What does this do: Fetches last 10 (customizable - but keep message limit small ( around 10–15 to avoid token overuse)) chat messages for additional context and enables natural chat conversations 


  1. info environment;
  2. botUniqueName = "BOT-UNIQUE-NAME";
  3. // Replace with your bot unique name
  4. cliqBaseUrl = environment.get("base_url");
  5. fetchRecentMessages = invokeurl
  6. [
  7. url :cliqBaseUrl + "/api/v2/chats/" + chat.get("id") + "/messages?limit=10"
  8. type :GET
  9. connection:"CONNECTION-NAME"
  10. //Read below how to create a connection, and paste here:
  11. ];
  12. info fetchRecentMessages;
  13. contentList = list();
  14. contentList.add({"role":"user","content":"Act as a conversational assistant. Reply to the message below in a friendly, informative, and well-organized way.\n\nGuidelines:\n- Respond only to the message provided.\n- Do not use memory or external context.\n- Be warm but professional.\n- Be clear and structured (use short paragraphs or bullet points if helpful).\n- Provide helpful details or clarification where useful.\n- If something is unclear, ask a polite follow-up question.\n- If action is needed, suggest a simple next step.\n- Do not include meta commentary.\n- Output only the reply.\n\n\nSTRICTLY USE * FOR BOLD, AND NEVER ** FOR BOLD MARKDOWN."});
  15. allMessages = fetchRecentMessages.get("data");
  16. for each  data in allMessages
  17. {
  18. type = data.get("type");
  19. if(type == "card" || type == "text")
  20. {
  21. getMessage = data.get("content").get("text").replaceAll("\n"," ");
  22. senderID = data.get("sender").get("id");
  23. if(senderID.startsWith("b-"))
  24. {
  25. contentList.add({"role":"assistant","content":getMessage});
  26. }
  27. else
  28. {
  29. contentList.add({"role":"user","content":getMessage});
  30. }
  31. }
  32. }
  33. info contentList;
  34. // Set up API headers
  35. apiHeaders = Map();
  36. apiHeaders.put("anthropic-version","2023-06-01");
  37. apiHeaders.put("Content-type","application/json");
  38. apiHeaders.put("X-Api-Key","INSERT-API-KEY-HERE");
  39. // Don't forget your API key!
  40. model = "claude-sonnet-4-5-20250929";
  41. requestPayload = {"max_tokens":1024,"messages":contentList,"model":model};
  42. // Make API call to Claude
  43. claudeApiResponse = invokeurl
  44. [
  45. url :"https://api.anthropic.com/v1/messages"
  46. type :POST
  47. parameters:requestPayload + ""
  48. headers:apiHeaders
  49. detailed:true
  50. ];
  51. info claudeApiResponse;
  52. if(claudeApiResponse.get("responseCode") == 200)
  53. {
  54. responseBody = claudeApiResponse.get("responseText");
  55. parsedResponse = responseBody.toMap();
  56. claudeMessage = parsedResponse.get("content").get(0).get("text").replaceAll("\n\n","\n").remove("---").remove("#");
  57. if(claudeMessage.length() > 4000)
  58. {
  59. claudeMessage = claudeMessage.subString(0,4000) + "...";
  60. }
  61. info "Claude's Response: " + claudeMessage;
  62. }
  63. else
  64. {
  65. responseBody = claudeApiResponse.get("responseText");
  66. parsedResponse = responseBody.toMap();
  67. claudeMessage = "*" + parsedResponse.get("error").get("type") + "* \n" + parsedResponse.get("error").get("message");
  68. info "API Error: " + claudeApiResponse;
  69. }
  70. responseContent = {"text":claudeMessage,"card":{"title":"Claude says...","icon":"https://uxwing.com/wp-content/themes/uxwing/download/brands-and-social-media/claude-ai-icon.png"}};
  71. info responseContent;
  72. info zoho.cliq.postToBot(botUniqueName,responseContent);
  73. return Map();


⚙️ Replace These Placeholders

BOT-UNIQUE-NAME (ⓘ How to find it?)
CONNECTION-NAME
INSERT-API-KEY-HERE



Mention Handler:



What does this do: This is to allow Claude to be @mentioned in any chat.
  1. userMessageText = "";
  2. fileAction = false;
  3. repliedMessage = false;
  4. if(message_details.get("message").containKey("replied_message"))
  5. {
  6. repliedMessage = true;
  7. replyMessageID = message_details.get("message").get("replied_message").get("id");
  8. messageType = message_details.get("message").get("replied_message").get("type");
  9. if(messageType == "text" || messageType == "card")
  10. {
  11. userMessageText = message_details.get("message").get("replied_message").get("text");
  12. }
  13. else
  14. {
  15. fileType = message_details.get("message").get("replied_message").get("file").get("type");
  16. if(fileType != "application/pdf")
  17. {
  18. return {"type":"banner","text":"Only PDF files are supported for this action","status":"failure"};
  19. }
  20. else
  21. {
  22. fileAction = true;
  23. }
  24. }
  25. }
  26. promptInstruction = "\"### Instructions ⓘ \nProvide a human-digestible, highly organized response (300-500 characters). Break down your output into bite-sized paragraphs and use bolding to guide the reader's eye. *Strictly avoid tables.* Use plenty of white space and only ### headings for a clean look. \n\n ### Formatting Protocol • \n - Bold: *text* \n - Italic: _text_ \n - Strike: ~text~ \n - Underline: __underline__ \n - Headers: ### Title \n - Quote: \"quote\" \n - Blockquote: > text \n - Bullets: Use • or → for lists \n - Emojis: Use ✨, 🚀, or 💡 to highlight key takeaways \n - Separator: --- \n\n ### and replace ** to *";
  27. userPrompt = "";
  28. if(message.trim().length() > 0)
  29. {
  30. userPrompt = "Action: " + message + "\n\n\n" + userMessageText + "\n\n\n" + promptInstruction;
  31. }
  32. else
  33. {
  34. userPrompt = "Action: " + userMessageText + "\n\n\n" + promptInstruction;
  35. }
  36. // Set up API headers
  37. apiHeaders = Map();
  38. apiHeaders.put("anthropic-version","2023-06-01");
  39. apiHeaders.put("Content-type","application/json");
  40. apiHeaders.put("ENTER-APIKEY-HERE");
  41. // Don't forget your API key!
  42. // Check if message is text-only or contains a file
  43. if(!fileAction)
  44. {
  45. // Handle text-only message
  46. requestPayload = {"max_tokens":1024,"messages":{{"content":userPrompt,"role":"user"}},"model":"claude-sonnet-4-5-20250929"};
  47. }
  48. else
  49. {
  50. // Handle message with file attachment
  51. uploadedFile = invokeurl
  52. [
  53. url :message_details.get("message").get("replied_message").get("file").get("url")
  54. type :GET
  55. connection:"ENTER-CONNECTION-NAME"
  56. ];
  57. info uploadedFile;
  58. // uploadedFile = message.get("content").get("file").get("name");
  59. base64EncodedFile = zoho.encryption.base64Encode(uploadedFile);
  60. if(message_details.get("message").get("replied_message").containKey("comment"))
  61. {
  62. comment = message_details.get("message").get("replied_message").get("comment");
  63. userPrompt = userPrompt + "\n" + comment;
  64. }
  65. else
  66. {
  67. userPrompt = userPrompt;
  68. }
  69. mediaType = "application/pdf";
  70. requestPayload = {"max_tokens":1024,"messages":{{"role":"user","content":{{"type":"document","source":{"type":"base64","media_type":mediaType,"data":base64EncodedFile}},{"type":"text","text":userPrompt}}}},"model":"claude-sonnet-4-5-20250929"};
  71. }
  72. info requestPayload;
  73. // Make API call to Claude
  74. claudeApiResponse = invokeurl
  75. [
  76. url :"https://api.anthropic.com/v1/messages"
  77. type :POST
  78. parameters:requestPayload + ""
  79. headers:apiHeaders
  80. detailed:true
  81. ];
  82. info claudeApiResponse;
  83. // Extract the actual text response
  84. if(claudeApiResponse.get("responseCode") == 200)
  85. {
  86. responseBody = claudeApiResponse.get("responseText");
  87. parsedResponse = responseBody.toMap();
  88. claudeMessage = parsedResponse.get("content").get(0).get("text").replaceAll("\n\n","\n").remove("---").remove("#");
  89. if(claudeMessage.length() > 4000)
  90. {
  91. claudeMessage = claudeMessage.subString(0,4000) + "...";
  92. }
  93. info "Claude's Response: " + claudeMessage;
  94. }
  95. else
  96. {
  97. responseBody = claudeApiResponse.get("responseText");
  98. parsedResponse = responseBody.toMap();
  99. claudeMessage = "*" + parsedResponse.get("error").get("type") + "* \n" + parsedResponse.get("error").get("message");
  100. info "API Error: " + claudeApiResponse;
  101. }
  102. responseContent = {"text":claudeMessage,"card":{"title":"Claude says...","icon":"https://uxwing.com/wp-content/themes/uxwing/download/brands-and-social-media/claude-ai-icon.png"}};
  103. info responseContent;
  104. if(repliedMessage)
  105. {
  106. responseContent.put("reply_to",replyMessageID);
  107. }
  108. info zoho.cliq.postToChat(chat.get("id"),responseContent);
  109. return Map();



Message Action
What does it do: Allow Claude to act on any message or file.

Quoteⓘ For files, we've extended this to only PDF file formats for now to keep implementation predictable and to avoid unsupported file formats

What we're adding:
1. When executed on any message, a form opens to prompt:

A. 🔍 Review code
Claude acts like a senior engineer who finds bugs, lists risks, suggest improvements, provides corrected code.



B. ✨ Explain like I'm new
Claude teaches you what it is, why it matters, how it works, an analogy or common mistakes for any concept.


C. 🧠 Make Mindmap

Converts content into a structured ASCII flow chart for explaining system designs, feature breakdowns or general product thinking.


D. 📌 Draft a reply
Give professional, concise business replies to address, asks clarifications, suggests next steps in a human tone. 


How to create:

1. Create a
Message Action, name it Ask Claude and give any description of your choice.



2. Message properties:  Text messages, Attachments, Links
3. Enter code as instructed below:
(Copy the function name and replace it in Line. 14)
  1. info message;
  2. returnForm = false;
  3. if(message.get("type") == "file")
  4. {
  5. fileType = message.get("content").get("file").get("type");
  6. if(fileType != "application/pdf")
  7. {
  8. return {"type":"banner","text":"Only PDF files are supported for this action","status":"failure"};
  9. }
  10. }
  11. inputs = list();
  12. inputs.add({"label":"Choose an action","name":"action","mandatory":true,"type":"radio","options":{{"value":"reviewcode","label":"🔍 Review Code"},{"value":"explainthis","label":"🧠 Make Mindmap"},{"value":"ExplainlikeImnew","label":"✨ Explain like I’m new"},{"value":"Draftreplyforthis","label":"📌 Draft reply for this"}}});
  13. inputs.add({"label":"More instructions","name":"additionalInstructions","placeholder":"You can provide additional instructions if needed.","min_length":"0","max_length":"500","mandatory":false,"type":"textarea"});
  14. return {"type":"form","title":"Ask Claude","hint":"What would you like Claude to do? Choose an action or write your own.","name":"INSERT-FUNCTION-NAME","button_label":"Submit","inputs":inputs,"action":{"type":"invoke.function","name":"INSERT-FUNCTION-NAME"}};
Next, let's create a function and then link it up to the built-Message action to open the form:



Form Function:



1.Go to Functions → Name your function (Eg. askclaude) and add description
2. Select Form function
3. Create



Once created, in the Form Submit Handler, paste this code:
  1. info form;
  2. info message;
  3. // Set up API headers
  4. apiHeaders = Map();
  5. apiHeaders.put("anthropic-version","2023-06-01");
  6. apiHeaders.put("Content-type","application/json");
  7. apiHeaders.put("ENTER-APIKEY-HERE");
  8. // Don't forget your API key!
  9. actionType = form.get("values").get("action").get("value");
  10. promptInstruction = "\"### Instructions ⓘ \nProvide a human-digestible, highly organized response (250-300 characters). Break down your output into bite-sized paragraphs and use bolding to guide the reader's eye. *Strictly avoid tables.* Use plenty of white space and only ### headings for a clean look. \n\n ### Formatting Protocol • \n - Bold: *text* \n - Italic: _text_ \n - Strike: ~text~ \n - Underline: __underline__ \n - Headers: ### Title \n - Quote: \"quote\" \n - Blockquote: > text \n - Bullets: Use • or → for lists \n - Emojis: Use ✨, 🚀, or 💡 to highlight key takeaways \n - Separator: --- \n\n ### and replace all ** to *";
  11. if(actionType == "reviewcode")
  12. {
  13. userPrompt = "🔍 You are a senior engineer. \nReview this code: \n• List bugs or logical errors \n• Note assumptions and risks \n• Suggest improvements \n• Provide corrected code \n• Explain why your version is better\n\n\n" + promptInstruction;
  14. }
  15. else if(actionType == "explainthis")
  16. {
  17. userPrompt = "🧠 You are a systems thinker. \n•Convert the input into a visual flow chart using plain text. \n•Strict Output Rules \n•Output ONLY inside a triple backtick code block \n•Do NOT use Mermaid \n•Do NOT write paragraphs \n•Do NOT explain anything \n•Do NOT use bullet lists outside structure \n•Use ASCII connectors to form a real flow chart \n•Use arrows (→, ↓, ↳, ├──, └──) to show relationships \n•Maintain clear hierarchy and spacing \n•One single root at the top \n•Logical directional flow (top → down) \n•Structure Requirements \n•Root node at top \n•First-level branches below \n•Subpoints indented \n•Cross-links if relevant \n•Clean spacing \n•No duplicated nodes \n•Required Format Example \n•MAIN IDEA \n•Branch 1 -> Subpoint -> Subpoint \n•Branch 2 -> Subpoint ->Subpoint \n•Branch 3 -> Subpoint -> Subpoint\n\n\n" + promptInstruction;
  18. }
  19. else if(actionType == "ExplainlikeImnew")
  20. {
  21. userPrompt = "✨ You are a teacher for beginners. \nExplain: \n• What it is \n• Why it matters \n• How it works (steps) \n• A simple analogy \n• One common beginner mistake\n\n\n" + promptInstruction;
  22. }
  23. else if(actionType == "Draftreplyforthis")
  24. {
  25. userPrompt = "📌 You are a professional responder. \nReply to this message: \n• Directly address main point \n• Ask for clarification if needed \n• Suggest next steps \n• Keep it concise and clear \n• Make sure message in a buisness casual tone, consise, human written.\n\n\n" + promptInstruction;
  26. }
  27. if(form.get("values").get("additionalInstructions").length() > 0)
  28. {
  29. userPrompt = userPrompt + "\n" + form.get("values").get("additionalInstructions");
  30. }
  31. // Check if message is text-only or contains a file
  32. if(message.get("type") == "text" || message.get("type") == "card")
  33. {
  34. // Handle text-only message
  35. userMessageText = message.get("text");
  36. requestPayload = {"max_tokens":1024,"messages":{{"content":userPrompt + "\n\n" + userMessageText,"role":"user"}},"model":"claude-sonnet-4-5-20250929"};
  37. }
  38. else
  39. {
  40. // Handle message with file attachment
  41. uploadedFile = invokeurl
  42. [
  43. url :"https://cliq.zoho" + environment.get("tld") + "/api/v2/files/" + message.get("content").get("file").get("id")
  44. type :GET
  45. connection:"ENTER-CONNECTION-NAME"
  46. ];
  47. info uploadedFile;
  48. base64EncodedFile = zoho.encryption.base64Encode(uploadedFile);
  49. if(message.get("content").containKey("comment"))
  50. {
  51. comment = message.get("content").get("comment");
  52. userPrompt = userPrompt + "\n" + comment;
  53. }
  54. else
  55. {
  56. userPrompt = userPrompt;
  57. }
  58. mediaType = message.get("content").get("file").get("type");
  59. mediaType = "application/pdf";
  60. requestPayload = {"max_tokens":1024,"messages":{{"role":"user","content":{{"type":"document","source":{"type":"base64","media_type":mediaType,"data":base64EncodedFile}},{"type":"text","text":userPrompt}}}},"model":"claude-sonnet-4-5-20250929"};
  61. }
  62. info requestPayload;
  63. // Make API call to Claude
  64. claudeApiResponse = invokeurl
  65. [
  66. url :"https://api.anthropic.com/v1/messages"
  67. type :POST
  68. parameters:requestPayload + ""
  69. headers:apiHeaders
  70. detailed:true
  71. ];
  72. // info claudeApiResponse;
  73. // Extract the actual text response
  74. if(claudeApiResponse.get("responseCode") == 200)
  75. {
  76. responseBody = claudeApiResponse.get("responseText");
  77. parsedResponse = responseBody.toMap();
  78. claudeMessage = parsedResponse.get("content").get(0).get("text").replaceAll("\n\n","\n").remove("---").remove("#");
  79. if(claudeMessage.length() > 4000)
  80. {
  81. claudeMessage = claudeMessage.subString(0,4000) + "...";
  82. }
  83. info "Claude's Response: " + claudeMessage;
  84. }
  85. else
  86. {
  87. responseBody = claudeApiResponse.get("responseText");
  88. parsedResponse = responseBody.toMap();
  89. claudeMessage = "*" + parsedResponse.get("error").get("type") + "* \n" + parsedResponse.get("error").get("message");
  90. info "API Error: " + claudeApiResponse;
  91. }
  92. responseContent = {"text":claudeMessage,"card":{"title":"Claude says...","icon":"https://uxwing.com/wp-content/themes/uxwing/download/brands-and-social-media/claude-ai-icon.png"},"reply_to":message.get("id")};
  93. info responseContent;
  94. info zoho.cliq.postToChat(chat.get("id"),responseContent);
  95. return Map();

When triggered: Opens a form → User selects an action → Adds additional instructions → Submits → Claude processes the selected message


And that's it. You're Claude integration is ready to be used. 



What's Next:

What you built today is just the foundation.

Shape it around how your team actually works. Extend it to turn discussions into action items, review PRs before they’re merged, generate standup updates, extract tasks automatically, or create knowledge snippets from resolved threads.

Start with one real pain point. Solve it well. Then layer more intelligence on top.

The structure is already there. The possibilities are yours.

🔗 Explore Zoho Cliq: Developer Platform
🔗 Explore Anthropic API Docs

Questions? Comments below. 
Looking forward how you'll build and go make it your own. 🚀

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                                                                                                                            Hello team, We are evaluating the native integration between Zoho CRM and Zoho Desk, We have sandbox instances of both products and want to test the integration there, without any effect on our production CRM or production Desk data. While setting up
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                                                                                                                            Hello users, July has been an exciting month for Zoho Books! This month, we're excited to introduce HTML PDF Templates, Placeholders as Pills, expanded approval workflows for Sales Returns and Journals, and significant compliance updates across the India,
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                                                                                                                            Hi Zoho Team, Currently, when you use a "Field of Lookup" in Zoho CRM, the value is captured as a snapshot at the time the lookup is set. If the parent record is later updated, the Field of Lookup value on the child record does NOT update and stays stale.
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                                                                                                                            I don't think I can currently do this... but it's worth asking if it's possible. My use case is concerning annual leave which is calculated from the beginning of the calendar year (01Jan) then each month I want to have details of leave taken etc... In
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                                                                                                                            Dear Zoho Support Team, We are facing an issue with the Customer Statement in Zoho Invoice related to customer advances/mobilization advances. The issue is that when a customer has made an advance payment that has not yet been fully utilized against invoices,
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                                                                                                                            Imaginez : vos systèmes informatiques répondent aux normes de sécurité en vigueur et votre entreprise est assurée contre les cyberattaques. Pourtant, un matin, tout bascule. Vos données sont chiffrées et un message glaçant s’affiche à l’écran : « Si vous
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                                                                                                                          • What's new in Zoho Workplace | August 2026

                                                                                                                            Hello Zoho Workplace community! Here's a roundup of all the new features and announcements that went live across Zoho Workplace applications in August. Zoho Mail Zoho Mail is now available in AWS Marketplace! AWS Marketplace users can access and subscribe
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                                                                                                                            Hello everyone! This month, we’re bringing Snapchat to Zoho Social. You can now connect your Snapchat account and manage your content alongside your other social channels. Whether you want to reach a wider audience through Spotlights or share quick updates
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                                                                                                                            Is there a way to turn off the recorded voice that comes up at the beginning of every webinar session? It devalues the experience for attendees from feedback, interrupting their connection with our brand and delaying webinar start unnecessarily.
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                                                                                                                            Hello Zoho Desk Team, How are you? We are actively using Zoho Desk and would like to make more use of the Feedback Widget. One of the ways we implement it is through the popup option. At the moment, the popup always displays the Knowledge Base section,
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                                                                                                                            Hello, I’m currently facing an issue where my Zoho Mail account has been blocked due to “suspicious login activity,” and outgoing emails are restricted. Here are the details shown: Block type: Outgoing mail blocked Reason: Suspicious login activity A
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                                                                                                                            Hello, Trying to get access to my account, I have found this message above in the subject of this message. I am unable to log back to my account (see err. mess. below.) and thus cannot get rif of this following the Zoho procedure : I followed the step
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                                                                                                                            Hi, We have experienced this issue twice now, where Zoho Recruit outbound IP addresses are being blocked by Microsoft. We are confident that Microsoft is the blocking party, as all outbound emails to candidates with @hotmail.com, @live.com, and @outlook.com
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                                                                                                                            Months of WooCommerce–Zoho Inventory sync failures and repeated support requests – has anyone experienced this? I run a small retail business using WooCommerce and Zoho One. For months, I have been trying to resolve recurring synchronisation failures
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                                                                                                                            Hi, During searching emails the web tool does not always propose the auto-completion of the saved emails. As a result I either have to go to contacts and look up the exact email, or the exact full name including the middle name and any dots, which is
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                                                                                                                            I’m interested in learning how other small business owners and accounting professionals organize their financial records and prepare for tax filing. With bookkeeping, expense tracking, income records, and tax documents all needing to stay accurate, having
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                                                                                                                            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,
                                                                                                                          • not able to convert pdf to jpg and other forms and vice versa.

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                                                                                                                            We are currently testing Zoho POS for a retail business and have encountered an issue with collecting payments on outstanding invoices from customers who purchase on credit. When we process a Credit Sale, Zoho POS correctly creates an Unpaid Invoice.
                                                                                                                          • Indeed has retired Organic (Free) job posting support for Staffing Agency edition users

                                                                                                                            Dear Zoho Recruit Users, Due to a policy change by Indeed, Organic Job Posting support for staffing agencies is no longer be available in all regions, except Japan. Keep in mind that Corporate HR edition accounts will not be impacted by this change in
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                                                                                                                            Hi everyone, I have an item in Zoho Books that was originally set up as a non-inventory item. Over time, I associated it with different sales and purchase accounts, and I now have many invoices, bills, and reports that use this item. My business process
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                                                                                                                            Hello all, Zia's Intelligent Character Recognition can now create a single record from multiple images based on the configured ICR rule. Users can upload up to three images at once, such as an ID, a passport, and a business card, and Zia will extract
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                                                                                                                            We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd
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                                                                                                                            I created a Custom Module that I'm calling "Item Purchasing Group". This module will store information for groups of Items that must be purchased together (including minimum overall quantities and/or values, etc.). This will have a one-to-many relationship
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                                                                                                                            Yes I know that it could be done in Zoho Analytics, but I would have expected this default report view to be easily accessible in the list of Books accounting reports. Just like any other basic accounting system, I'm looking for monthly columns of the
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                                                                                                                            Is there a way to re-order the buttons or links that are created? Moderation Update: With our recent enhancement to custom button creation from the layout editor, administrators can now reorder custom buttons directly from the layout editor, and this
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                                                                                                                            My organisation handles a number of restricted funds. We previously did this by having a chart of accounts where each restricted fund has its own income and expense accounts. However, our accountant changed this, moving all transactions into accounts
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                                                                                                                            From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.
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