Ask the Experts - Zoho Inventory #12: 7 hours of live discussion on the integration between Zoho Inventory and Cliq
Hello all!
A new episode of Ask the Experts - Zoho Inventory is happening this week to discuss the integration between Zoho Inventory and Zoho Cliq.
A lot of organizations are trying to improve their remote working strategy right now, when it's become especially necessary. This integration helps you keep your employees updated on the different activities going on in your Zoho Inventory account. It can update your team channel with details like new online orders, low stock alerts, order approval notifications, and much more. On top of the regular updates, you can also set up custom criteria to push special notifications to the channel for other details your users need to know channel notifying all the users.
Here are some topics we'll be covering during this session:
- Setting up the integration with your Zoho Inventory account
- Creating Zoho Cliq channels
- Mapping channels for notification announcements
- Configuring in-app notifications in Zoho Inventory
- Setting up criteria for Cliq channel updates
Post your questions and suggestions on the topic below, and our experts will give comments, answers, and pro tips during the live session.
We'll be live on June 18, 2020 at 9am-2pm PDT | 3pm-10pm BST | 6pm-11:30pm IST.
Don't forget to check out the previous episode of Ask the Experts - Zoho Inventory to find our discussions on the USPS integration.
Cheers,
The Zoho Inventory Team
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Salman Nazar
Evania Juno
B Arunakumaar
Sticky Posts
Ask the Experts - Zoho Inventory #15: 7 hours of live discussion on the integration between Zoho Inventory and Zoho Desk
Hello all! Customer experience lies at the heart of business success. In this week's 'Ask the Experts - Zoho Inventory', let's discuss integrating Zoho Inventory and Zoho Desk for better customer experience. Zoho Inventory integrates with Zoho Desk to bring you the speediest communication with your customers. This integration helps you make sure that your customer service representatives and your sales team are always connected to your back office so they can immediately respond to order-relatedAsk the Experts - Zoho Inventory #13: 7 hours of live discussion on the integration between Zoho Inventory and Zoho Sign
Hello all! We are back with an important topic for discussion today on 'Ask the Experts - Zoho Inventory.' Let's discuss the integration between Zoho Inventory and Zoho Sign for e-sign capabilities for your organization. We're seeing a tremendous increase in e-signature requirements with most of our customers currently working from home. At the moment, the only workflow available in Zoho Inventory to handle this is to create an Invoice and get it signed digitally by your customers. Here are some
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
What is Attendee Status 0 and 1?
Hi there, I recently stumbled upon the API to get the attendee list and in the return value, there is a parameter called "status", and 0 supposed to mean not_attending, and 1 means attending. I cannot find this representation anywhere in the attendeeHow to add a Data Updated As Of: dynamically in text?
I need to add a "Data Updated As Of" in the dashboard to show when was the last date the data was updated. I tried to create a widget but it does not look really good, see below. Is there a way I can do this through the text widget and update it automaticallyZOHO BackStage
How to get list of events, using ZOHO BackStage APIs. Is it possible OR not?Email with attachments saving attachments into Zoho CRM from Zoho Mail
Hi, I get a lot of emails from prospective clients asking if we would bid their project. Those projects usually have many documents associated with them that I link to. I would like to have those documents be saved as an attachment in my Potential or Contact or Account. I don't see a way to do that that isn't multi-step. As of now I do the following: 1.) Open email 2.) If email sender isn't in my Zoho CRM database I enter them creating a Potential 3.) I download the attachment and save it to a differentDirectly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevantBlueprint - Field Validation Criteria (During)
When setting validation criteria elsewhere in Zoho, or even workflow criteria etc., there are Is Empty and Isn't Empty options. Within the Field Validation Criteria within Blueprint, those options aren't available. Is there a particular reason for this?Request For Quotation (RFQ) module
Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see aHow to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?
Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.Lookup Fields not Converting
I manage holiday properties. I have a lookup to the Accounts (Properties) in the Leads module. The lookup is connected to the property address field. When I convert it the lookup field does not update in Deals, although the property address does. ThereZoho Meeting iOS app update - Join breakout rooms, access polls, paste links and join sessions, in session host controls
Hello, everyone! In the latest iOS version(v1.7) of the Zoho Meeting app, we have brought in support for the following features: Polls in meeting session Join Breakout rooms Paste link in join meeting screen Foreign time zone in the meeting details screen.Calculate hours between 2 date/time fields
Hi, Does anyone know if it is possible to get the number of hours between 2 date/time fields in a zoho crm custom function? Thanks, MichaelExternal ID validation.
I added an external ID field as below in one of my custom modules: When creating records via the API using some value (eg: 762115b2-097e-43b2-bdba-f3924a5371a6) for this field, it works without any problem. I can create and even see the records on theSales Order, what are the statuses under Confirmed and Closed
Hi, I have to build a workflow in Deluge which should be triggered when Sales Order status is Confirmed or Closed. But these 2 states don't exist when you fetch a sales order. Which of the statuses are considered as Confirmed or Closed ? Here is a listCRM 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 filesNot able to change colors help center
Hi. How can I change the orange color in the help center? You can change everything besides this font color And how can I remove the part on the bottom?Remove Address from credit card payment
I would like to remove the need to add address when paying by credit card. I only want the customer to have to add their credit card details.Copy Widget to another Dashboard
I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?Create a button that executes a customized function
Hello, I have created a summary view in which I combine the data from my items table and suppliers table. I would like to know if there is the possibility of adding a button somewhere in the view to be able to execute a function when clicked on it. IWhatsapp reply not reflected under Tickets for offline agent
Hi, We are encountering a situation where WA response from customer is not reflected under tickets (if the agent handling the case previously is not active due to off day/ MC). The ticket will remain in the offline agent's queue until agent is back toCustom field doesn't fill when converting sales order to invoice
Hi, When I convert a Sales Order to an Invoice one of the custom fields on a product line names "Subsidie" does not seem to fill in automatically. I manually have to select the product again by clicking on the product name in the order line en re-selectCan I use ZOHO calendar to schedule a Youtube video that is already in my youtube account, but listed as private or unlisted?
I am creating Youtube videos and shorts and then uploading them to our Channel so others can view and approve. Once approved I would like to just schedule them over the next few days within Zoho. So far it looks like I have to re-upload the video to ZohoHow to Display a Logo Image on a Public Form?
I would like to display a logo image in the header of a form. To achieve this, I added an Add Notes field to the form. The code below works perfectly for Zoho users accessing the form. However, when the form is made public, the image does not load properly:Advice for my first project in Zoho
Hello, how can I design and implement a customized ERP and CRM system using Zoho to automate and manage core business functions, including customer relationship management, property inventory, sales tracking, and financial processes. This is one of myAssociate Email API Internal Error
I am trying to associate an already existing email within a function using the Related Emails API. To provide more context, I also have admin permissions and have ensured that the fields are correct and that I have admin permissions when associating theProfit on Sales order
Hi, would it be possible to implement a column at the Sales order overview of Purchase amount? So a field with the amount of all purchase related to this Sales order? This is very usefull so you will see the profit you made on this deal. I tried to getSubform Data in v2 REST API
What is the mechanism for adding subform data in the Creator v2 REST APIs? There is nothing documented in the Data APIs documentation (https://www.zoho.com/creator/help/api/v2/). I was able to determine how to GET the subform data by adding it to theZOHO Widget SDK not loading in html
I have this code below, I have imported the widgetsdk however I get the error shown in the image, I have tried many different ways of importing and initiating the function ZOHO but nothing is working. can someone explain what I'm doing wrong, if I amInformation problem
ZOHO Guys, I am trying to evaluate your product as a serious business tool. However your attitude to providing key information such as 1. CRM Data Model 2. Product Roadmap and Enhancement promises 3. Complete and accurate help make it very difficult to recommend as a serious choice for small business. You may be cheap, but I would prefer to pay if it means not being kept in the dark! Kind Regards Andrew CopleyHow to create comparison time periods like these examples
In a Pivot Report I would like to be able to select any date range and show a set of metrics for that date range e.g. revenue, orders, units sold. I would then like to be able to compare to the previous period based on the amount of days on the selectedOverwrite Option for custom modules
Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25Zoho Creator - Zoho Analytics
I am facing an issue in Zoho Analytics where I am still seeing deleted data from the Zoho Creator form I created. Could you please look into this and let me know what needs to be done?Important updates to Zoho CRM's email deliverability
Last modified on: Jul 24, 2024 These enhancements are released for all users across all data centers. Modified on: Oct 30, 2023 Organisations that are in the Enterprise and above editions of Zoho CRM, and have not authenticated their email-sending domainsUnable to send emails
I have this email parth@mrcolumbus.in, but I couldnt send outgoing email. Can you please help?Notifications push : Encourager le réengagement et renforcer la fidélité des utilisateurs efficacement
Vous avez déjà souhaité engager et communiquer de manière proactive avec les utilisateurs, y compris lorsqu'ils utilisent votre application de manière peu active ? Zoho Apptics vous offre déjà des fonctionnalités qui vous permettent d'évaluer la performance,Easy way to delete attachments
I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments WillHow to add new deal to existing contact
Hi, I want to add new deal to existing contact.cutomized fields are not showing up in zoho creator from zoho crm
We have customized fields in zoho crm under accounts module like "Last production upgrade" --> This field is a date. When created a solution in zoho creator i couldn't find any of the customized fields. Would you please help me on this matter? ThanksMass update Accounts in Zoho Desk
We used the integration feature to bring in all of our accounts from Zoho CRM. While all of the names and links are in place, on the Zoho Desk side the email, phone, website, and address fields are blank. By going into each account I can select "UpdateDomain verification is in progress... (How long do I need to wait?)
Trying to setup my first email domain by connecting with GoDaddy. Have been here for quite some time and the screen is not changing. How long should this take?Send DataSend DataOpen New Free Zoho Account
Hi Team, Do you guys offer a free email hosting? I do have a domain already. If yes, what is the process to open the new account? Thanks,Next Page