Contract creation for Accounts and Vendors in CRM integration
Zoho Contracts now supports contract request for Accounts and Vendors in our CRM integration by default. Please refer to this topic for more details. Also, the below solution is not required anymore.
One of the most sought feature requests in our Zoho CRM integration is the ability to request contracts for other modules such as Accounts and Vendors. Even though we have considered it on our priority list, we felt it would be helpful for our valuable customers to give a provisional solution through our APIs and the customization capabilities in Zoho CRM, such as custom buttons and custom functions.
Creating a connection:
1) Go to Zoho CRM's Settings > Developer Space > Connections.
2) Select Default Services from the left panel.
3) Click Zoho OAuth service from the list, then click Create Connection.
4) Enter the connection details and choose these scopes: contracts.contracts.ALL, contracts.meta.CREATE, contracts.meta.READ, and contracts.meta.UPDATE.
5) Click Create and Connect.
The connection will be created and listed under the My Connections list.
Adding a custom button and associating a function:
To create a contract for an account record, follow the below steps:
1) Go to Zoho CRM's Settings > Customization > Modules and Fields, then click Accounts.
2) Click your layout in the Layouts tab.
3) Add a Single Line custom field named "Contracts Counterparty ID".
4) Click Set Permission from the 3 dots menu and set the permission of the field as Read Only or Don't Show for all the profiles except Administrator for whom it must be Read and Write, then click Save and Close.
5) Select the Links and Buttons tab and click New Button to create a new custom button.
6) In the Create Your Button form,
- Enter the name of the button (say, Create Contract).
- Choose where you want to place the button (say, View Page).
- Choose Writing Function (under Functions group) as the action you want to perform.
- In the Create New Function popup that's displayed, enter the function name without any spaces between the words (say, ContractForAccount) and display name (say, Contract For Account), then click Save.
7) In the Deluge editor window that opens up,
- Click Edit Arguments seen at the top of the editor.
- Under the Argument Mapping section, enter AccountId in the Key field.
- Type # in the Param Value field to choose a value.
- Select Accounts module followed by its Account ID field from the popup displayed, then click Save.
- Download the attached file "Contract Creation Snippet for Accounts.txt", then copy and paste the code into the editor.
- Replace all the occurrences of "zcontractsconn" in the code with the connection name you've created in the previous section.
- If your account belongs to a DC other than the US, then replace all the occurrences of .com with your DC's extension (e.g., .in for India DC).
- Save and close the editor.
8) Click Save to save the button.
9) Go to an account record and click Create Contract.
Your contract for the account will be created that you can access from within contracts.zoho.com.
Repeat the above steps for the Vendor module. Here, instead of AccountId, use the argument name as VendorId and download the attached file "Contract Creation Snippet for Vendors.txt" and copy and paste the code into the editor. For vendor records, the counterparty primary contact is created with the same Vendor as the contact.
Note:
- Each account for which a contract is created will be added as a counterparty record in Zoho Contracts. But it won't be duplicated if you create another contract for the same account.
- The contract details (such as counterparty type, contract type, term details, renewal details, etc.) have the default values configured within the snippet. You should change them as per your preference within the code.
- If you would like to get these data through an intermediate form, then you can associate a widget to the button. And, upon submission of the widget, you can call the function.
- Here, you can even ask the user to choose a contact from a dropdown field whose values can be populated from the Contacts related list. In the given snippet for Accounts module, the contract is created without the counterparty primary contact.
- To list the contracts created for each account, you can create a custom module and then save the contract name of the each contract created into it and set it as a hyperlink.
Please give it a try. If you have any questions or clarifications related to the functionality and above mentioned configurations, please write to us at support@zohocontracts.com.
For any assistance related to Deluge scripting and CRM functions, please get the assistance from our Zoho CRM Developer community.
Cheers,
Jayakrishnan
Zoho Contracts Team
Edit Note: Replaced the first section by removing registering Zoho Contracts application steps and updated the related points because Zoho Contracts' related connections are now available under the default service Zoho OAuth service.
Edit Note (Dated: 18th Sep, 2024): The fourth point under the heading "Adding a custom button and associating a function" has been updated where the Read and Write permission for Admin is required is mentioned.
Edit Note (Dated: 7th Apr, 2025): The info section has been added at the top of the topic.
Access your files securely from anywhere
New to Zoho Recruit?
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
Jayakrishnan
Centeno
Sathyakeerthi U
JK
adam
Sticky Posts
Adding signature fields in your contract template
When you send a contract document for the signing process, you have to insert the signature fields into your contract document by dragging and dropping them for each signer. It won't be effort-intensive for contracts that have fewer pages or signers.Mapping Billing Country Field to Your Contract Template Field
In Zoho CRM, while configuring Counterparty Fields Mapping to map counterparty information in your contract type, the field 'Billing Country' doesn't have the support to be mapped due to field type mismatch. Because the Billing Country field in Zoho CRMBulk Import Counterparty Data
Currently, as the feature to bulk import counterparty data is not available, here is a solution using our APIs that would be useful for our customers. For example, Zoho CRM customers can import their Accounts as counterparties in Zoho Contracts. Using
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator 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
Zoho Vault Passwords
Is there a way to consume Zoho Vault Manager passwords using the API? Thanks in advance.Is the ChatGPT Assistant integration capable of recognizing WhatsApp voice messages?
I was wondering: if a visitor sends me a voice message on WhatsApp, would the assistant be able to transcribe it and reply to them?Zoho Creator to Zoho CRM Images
Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there【Zoho CRM】レポート機能のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、レポート機能のアップデートをご紹介します。 目次 1. レポートのエクスポート時のレコードIDの表示について 2. 通貨項目の表示について 3. レポートの削除の監査ログへの反映について 1. レポートのエクスポート時のレコードIDの表示について これまで、レポートをエクスポートするとファイルにレコードIDが必ず含まれていました。レコードIDが識別子として役立つ場合もありますが、実際には多くの企業で参照されることはありません。Translation in zoho bookings
We cant translate zoho booking emails. The general text we can change. But what about text like: ""Here a link to join the meeting online:"" and "Add to Zoho Calendar" and "Add to Google Calendar"? No professional business have mixed languages. Its lookingIs there any way to bill one client in different currencies on different invoices?
I have some customers who have their currency set as USD and most of their billing is done in USD. However, from time to time I have a need to bill them in my base currency GBP for some specific invoices, but there seems to be no way of doing this that I can see. The only workaround that I can see is to create two client records for the same client, one for USD billing and one for GBP billing, but this is not an ideal situation. Is it likely that the (hopefully!) soon to arrive multi-currency supportAPI name for all fields in Zoho Project (Standard or custom)
Hi! I struggle to find easily all API name of all field in Zoho Project to build my API rest with other services. We can find them very fast in CRM but not in PRoject. Could you share a function to get the list of all API Name of any field of an AppZoho Assist not rendering NinjaTrader chart properly
Hi everyone. Just installed and testing Zoho Assist. I want to display my laptop' screen (Windows 11) on a monitor connected to my Mac mini. The laptop is running a stock trading program called NinjaTrader. Basically, when running, this program displaysHow can I adjust column width in Zoho Books?
One issue I keep running into is as I show or hide columns in reports, the column widths get weird. Some columns have text cut off while others can take a fourth of the page for just a few characters. I checked report layout guides and my settings, butDropshipping Address - Does Not Show on Invoice Correctly
When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company beingBest way to schedule bill payments to vendors
I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll haveLink(s) between Notes
Hello Everyone, It would be great if links could be created between notes. Let's say we have 5 Notes A, B, C , D, E. I would like to be able to link Note A to Note B but not in other way, so no link appears in Note B linking to Note A. An so on, linkingOption to Hide Project Overview for Client Profiles
In Zoho Projects, the Project Overview section is currently visible to client profiles by default. While user profiles already have the option to restrict or hide access to the project overview, the same flexibility isn’t available for client profiles.Zoho Books | Product updates | August 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.Regex in Zoho Mail custom filters is not supported - but it works!
I recently asked Zoho for help using regex in Zoho Mail custom filters and was told it was NOT supported. This was surprising (and frustrating) as regex in Zoho Mail certainly works, although it does have some quirks* To encourage others, here are 3 regexFeature Request: Assign Documents to Already Entered Bills, Expenses, Invoices, etc.
Hi Zoho Team, We are regular users of the Documents module in Zoho Books and appreciate its ability to keep financial records well-organized. However, we’ve noticed a limitation: There is no way to attach a document from the "Documents > Files" sectionI don't see any WITHDRAWL transaction at all
Hi I manually imported my bank statement to Zoho books today and I am a complete newbie. I have been reading the knowledgebase but unable to fix this. I only see "Uncategorized 91 DEPOSIT transactions". I don't see any WITHDRAWL transaction at all. Also,Shared inbox unable to see replies
Hi we are a small company me and someone else, we have a shared inbox for our sale@ and contact@ however we have this issue where by if i reply to an email or the other person reply to the email, it does not show it to them and therefore we end up replyingKaizen #136 - Zoho CRM Widgets using ReactJS
Hey there! Welcome back to yet another insightful post in our Kaizen series! In this post, let's explore how to use ReactJS for Zoho CRM widgets. We will utilize the sample widget from one of our previous posts - Geocoding Leads' Addresses in ZOHO CRM404 error at checkout
Our customers are getting a 404 error at checkout. Anyone else with the same problem?FONT Sizing in Notebook
Hi Kishore - What is the status of adding font sizing to the application? I have several things that I have pasted directly into Notebook and the fonts are HUGE! I would like the ability to highlight them and reduce the font to a legible size. NothingCan managers Upload documents to their direct rapports?
Admin employees have the ability to upload documents to employees' files; however, managers do not have add/manage button - is it possible for managers to upload their direct reports' documents, such as absence documents or 121 documents. Is there somethingLeave balance display for next year
Is there a way to not have a rollover or not limit the leave balance depending on the date. For example an employee has 10 days leave balance and wants to apply for January leave in December. They cant because the rollover doesnt show the leave balancePlease add an “Auto-Apply Unused Credits” toggle
Hello — please add a simple org-level option to automatically apply unused credits (credit notes, excess payments, retainers) to new invoices and/or bills. An ON/OFF toggle with choices “invoices”, “bills”, or “both” would save lots of manual work forZoho Books not working/loading
Hi! I haven't been able to access/load Zoho Books for the past hours. I get a time out (and it is not due to my internet connection). Could you please check this asap? Thank you!Custom Fields with Data Types for Expense and Payments Received in Zoho Books
Hi all, We are glad to present to you, the option to create Custom Fields for the Expense and Payments received modules in Zoho Books. This also comes with an icing on top of it - Yes, the custom fields can now be created with different data types. Types like Text, Number, Decimal, Amount, Auto Number and Check Box are supported as of now. Rush to the gear icon at the top right corner, select 'More Settings', choose 'Preferences' in the left pane. Click the Expense/Payment preferences where you can[Webinar] Automate sales and presales workflows with Writer
Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall salesZoho Cliq - Incident alert (Server outage - IN DC) | August 28
We've received server down alerts and are currently investigating the issue (IN DC) to find the root cause. Our team is actively working to restore normal operations at the earliest. Status: Under investigation Start time: 09:44:21 AM IST Affected location:Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation
Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responsesHow can I see content of system generated mails from zBooks?
System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.Limitations on editing a message in Cliq
Hi I've checked the documentations and there's no mention of how many times a message can be edited. When trying with code, I get various numbers such as ~1000 edits or so. Please mention if there's a limit on how many times one can change a message viaProblem with reports due to "Connected" items change - Yes this IS a problem
Now that the change has been made to use "connected" items I can no longer run the reporting I need in CRM. I should be able to start with Deals as the parent, connect down to the Account (Account_Name) on the deal as the child, then to any child itemsNarrative 10: Assignment Rules - Streamlining Ticket Management
Behind the scenes of a successful ticketing system: BTS Series Narrative 10: Assignment Rules - Streamlining Ticket Management In the complex world of customer support, a flood of incoming tickets can hit the help desk in seconds. Businesses must do moreFree webinar! Digitize recruitment and onboarding with Zoho Sign and Zoho Recruit
Hello, Tired of being buried in onboarding paperwork? With the integration between Zoho Sign and Zoho Recruit, a powerful applicant tracking system, you can digitize and streamline the entire recruitment and onboarding process, all from one platform.Custom form - Duplicate Value Present
I am new to Zoho People. I create a new form on Zoho People quite simple. A date (by default the current date) and a radio button with 3 options (Yes, No, Not applicable) I defined the date as ‘No duplicate’ as only one entry by date is allowed. I added:Zoho API connection issues
Hi, Today at around 1930 GMT our application started experiencing intermittent timeouts from the Zoho API. These intermittent timeouts are not enabling our app to work properly. The API connection was working just fine before. HTTPSConnectionPool(host='www.zohoapis.com',Query Regarding our Partnership between AIC-JKLU and Zoho
Dear Zoho Team, I am writing to raise a concern on behalf of AIC-JKLU, one of Zoho’s incubator partners. Recently, our startups have been facing difficulties while trying to get themselves onboarded on Zoho through our dedicated partner link. Unfortunately,Disputed Purchase Invoices
We have recently moved to Zoho Books from Sage. In Sage we were able to post a purchase/vendor invoice but mark it as on dispute. This would usually be a pricing query or if something was damaged. It would show in their ledger, so we could agree theirGetting events in the future
Hi I am trying to get events in the future by calling this API Endpoint https://www.zohoapis.eu/crm/v8/Events?fields=Event_Title,Created_By,Created_Time,Start_DateTime But that gives me all events in the database. How do I make a query that returns allCreated Date/Invalid Fields
Since Saturday we have suddenly had issues with our webhooks and data retrieval from CRM. Specifically how Created Date is handled. It appears there was some sort of change within CRM that broke a lot of our code that has been in place for several years.Next Page