Create a task in Zoho CRM directly from Zoho Cliq

Components used : Slash command, message action.

Slash Command:

To create a task in Zoho CRM directly from a chat window in Zoho Cliq, follow the steps below:

Step 1: Create a command

The first step is to create a command in Zoho Cliq that allows users to create a task directly from a chat window. To do this, go to your profile, then navigate to Bots & Tools > Integrations > Command > Create Command .

In the command creation window, you will need to enter a name for your command, a description, and choose the access level (Personal, Team, or Org). Once you have done this, save the command.

Next, paste the provided code in the script editor in the integration window:

fetchFields = invokeurl
[
url :"https://www.zohoapis.com/crm/v2/settings/fields?module=Tasks"
type :GET
connection:"CONNECTION LINK NAME"
];
//info fetchFields;
allFields = fetchFields.get("fields");
priorityList = list();
statusList = list();
for each field in allFields
{
if(field.get("api_name") == "Priority")
{
pickListValues = field.get("pick_list_values");
for each pickList in pickListValues
{
displayName = pickList.get("display_value");
priorityList.add({"label":displayName,"value":displayName.replaceAll(" ","_")});
}
}
else if(field.get("api_name") == "Status")
{
pickListValues = field.get("pick_list_values");
for each pickList in pickListValues
{
displayName = pickList.get("display_value");
statusList.add({"label":displayName,"value":displayName.replaceAll(" ","_")});
}
}
}
inputs = list();
inputs.add({"type":"text","name":"task","label":"Task Name","hint":"Enter a subject","placeholder":"","min_length":8,"max_length":100,"mandatory":true});
inputs.add({"type":"date","name":"date","label":"Due Date","placeholder":"Choose a due date","mandatory":false});
modulesList = list();
modulesList.add({"label":"Lead","value":"lead"});
modulesList.add({"label":"Contact","value":"contacts"});
inputs.add({"type":"select","name":"module","label":"Type of module","placeholder":"Choose a module","trigger_on_change":true,"options":modulesList});
inputs.add({"type":"textarea","name":"description","label":"Description","hint":"Enter description","placeholder":"","min_length":0,"max_length":1000,"mandatory":false});
inputs.add({"type":"select","name":"priority","label":"Priority","placeholder":"Choose a priority","mandatory":false,"options":priorityList});
inputs.add({"type":"select","name":"status","label":"Status","placeholder":"Choose a status","mandatory":false,"options":statusList});
return {"type":"form","title":"Create a task","hint":"Name the task and assign a user","name":"createTask","button_label":"Create","actions":{"submit":{"type":"invoke.function","name":"createTask"}},"inputs":inputs};

Note : Make sure to replace the connection link name

Creating a connection:

Click on the connections button on the top right of the code editor.
Click on the Create Connection button
In default services, select the Zoho OAuth service and enable the following scopes:

ZohoCRM.modules.ALL
ZohoCRM.settings.ALL

Now authorize the connection

Step 2: Create a Form Function

The second step is to create a form function that will handle the creation of the task in Zoho CRM. To do this, navigate to Bots & Tools > Integrations > Functions > Create , and name your function " createTask ". Add a description and select the function type as form.

Then, paste the provided code in the form submit handler, which will handle the form submission and create a task in Zoho CRM.

info form;
paramsMap = map();
labelList = list();
formValues = form.get("values");
module = formValues.get("module").get("label");
subject = formValues.get("task");
labelList.add({"Subject":subject});
paramsMap.put("Subject", subject);
description = formValues.get("description");
if(description.length() > 0)
{
labelList.add({"Description":description});
paramsMap.put("Description", description);
}
dueDate = formValues.get("date");
if(dueDate.length() > 0)
{
dueDate = dueDate.toString("yyyy-MM-dd");
paramsMap.put("Due_Date", dueDate);
}
else
{
dueDate = "-";
}
labelList.add({"Due Date":dueDate});
priority = formValues.get("priority");
if(priority.keys().size() > 0)
{
priority = priority.get("label");
paramsMap.put("Priority", priority);
}
else
{
priority = "High";
}
labelList.add({"Priority":priority});
status = formValues.get("status");
if(status.keys().size() > 0)
{
status = status.get("label");
paramsMap.put("Status", status);
}
else
{
status = "Not Started";
}
labelList.add({"Status":status});
if(module == "Lead")
{
leadID = formValues.get("lead").get("value");
paramsMap.put("What_Id", leadID);
paramsMap.put("$se_module", "Leads");
labelList.add({"Lead":formValues.get("lead").get("label")});
}
else if(module == "Contact")
{
contactDetails = formValues.get("contact").keys();
if(contactDetails.size() > 0)
{
contactID = formValues.get("contact").get("value");
paramsMap.put("Who_Id", contactID);
labelList.add({"Contact":formValues.get("contact").get("label")});
}
assciatedModule = formValues.get("contactModule").get("value");
if(assciatedModule == "account")
{
choosenModule = "Accounts";
}
else
{
choosenModule = "Deals";
}
accountOrDealID = formValues.get(assciatedModule).get("value");
paramsMap.put("What_Id", accountOrDealID);
paramsMap.put("$se_module", choosenModule);
labelList.add({choosenModule:formValues.get(assciatedModule).get("label")});
}
params = map();
params.put("data", [paramsMap]);
createTask = invokeurl
[
url: "https://www.zohoapis.com/crm/v2/tasks"
type: POST
parameters: params+""
detailed : true
connection: "CONNECTION LINK NAME"
];
info createTask;
if(createTask.get("responseCode") == 201)
{
response = {"text":"### Task has been created successfully 👍","card":{"theme":"10"},"slides":[{"type":"label","data":labelList}],"buttons":[{"label":"View","action":{"type":"open.url","data":{"web":"https://crm.zoho.com/crm/tab/Tasks/"+createTask.get("responseText").get("data").toMap().get("details").get("id")}}}]};
}
else
{
response = {"text":"Something went wrong with the integration. Please try again after some time!!!","type":"banner","status":"failure"};
}
return response;

Step 3: Update with Form Change Handler

The third step is to create a form change handler that will update the task details as the user fills out the form. To do this, navigate to the form change handler and paste the provided code in the script editor.

targetName = target.get("name");
info targetName;
formValues = form.get("values");
info formValues;
actions = list();
if(targetName == "module")
{
modulesList = {"task","description","date","module","priority","status"};
allKeys = formValues.keys();
for each key in allKeys
{
if(!modulesList.contains(key))
{
actions.add({"type":"remove","name":key});
}
}
fieldValue = formValues.get("module").keys();
if(fieldValue.size() > 0)
{
label = formValues.get("module").get("label");
if(label == "Lead")
{
leadsList = list();
getAllLeads = invokeurl
[
url :"https://www.zohoapis.com/crm/v2/leads"
type :GET
connection:"CONNECTION LINK NAME"
];
leads = getAllLeads.get("data");
leadlist = List();
i = 0;
for each lead in leads
{
if(i == 10)
{
break;
}
leadName = lead.get("Full_Name");
leadId = lead.get("id");
leadsList.add({"label":leadName,"value":leadId});
i = i + 1;
}
actions.add({"type":"add_after","name":"module","input":{"type":"dynamic_select","name":"lead","label":"Lead","hint":"Choose a lead","placeholder":"","mandatory":true,"options":leadsList}});
}
else if(label == "Contact")
{
contactsList = list();
getContacts = invokeurl
[
url :"https://www.zohoapis.com/crm/v2/Contacts"
type :GET
connection:"CONNECTION LINK NAME"
];
info getContacts;
contacts = getContacts.get("data");
i = 0;
for each contact in contacts
{
if(i == 10)
{
break;
}
contactName = contact.get("Full_Name");
contactID = contact.get("id");
contactsList.add({"label":contactName,"value":contactID});
i = i + 1;
}
actions.add({"type":"add_after","name":"module","input":{"type":"select","name":"contact","label":"Contact","hint":"Choose a contact","placeholder":"","mandatory":false,"options":contactsList,"trigger_on_change":true}});
contactModuleList = list();
contactModuleList.add({"label":"Account","value":"account"});
contactModuleList.add({"label":"Deal","value":"deal"});
actions.add({"type":"add_after","name":"contact","input":{"type":"select","name":"contactModule","label":"Associated Module","hint":"Choose a module","placeholder":"","mandatory":true,"options":contactModuleList,"trigger_on_change":true}});
}
}
}
else if(targetName == "contact")
{
contactsList = {"task","description","date","module","contact","contactModule","priority","status"};
allKeys = formValues.keys();
for each key in allKeys
{
if(!contactsList.contains(key))
{
actions.add({"type":"remove","name":key});
}
}
actions.add({"type":"clear","name":"contactModule"});
actions.add({"type":"clear","name":"deal"});
actions.add({"type":"clear","name":"account"});
}
else if(targetName == "contactModule")
{
contactsList = {"task","description","date","module","contact","contactModule","priority","status"};
allKeys = formValues.keys();
for each key in allKeys
{
if(!contactsList.contains(key))
{
actions.add({"type":"remove","name":key});
}
}
label = formValues.get("contactModule").keys();
if(label.size() > 0)
{
labelValue = formValues.get("contactModule").get("label");
if(labelValue == "Deal")
{
moduleName = "deals";
}
else if(labelValue == "Account")
{
moduleName = "accounts";
}
contactsKeys = formValues.get("contact").keys();
if(contactsKeys.size() > 0)
{
contactId = formValues.get("contact").get("value");
url = "https://www.zohoapis.com/crm/v2/Contacts/" + contactId + "/" + moduleName;
}
else
{
url = "https://www.zohoapis.com/crm/v2/" + moduleName;
}
getAllDetails = invokeurl
[
url :url
type :GET
connection:"CONNECTION LINK NAME"
];
info getAllDetails;
details = getAllDetails.get("data");
if(!details.size() > 0)
{
url = "https://www.zohoapis.com/crm/v2/" + moduleName;
getAllDetails = invokeurl
[
url :url
type :GET
connection:"CONNECTION LINK NAME"
];
info getAllDetails;
details = getAllDetails.get("data");
}
detailsList = list();
i = 0;
for each detail in details
{
if(i == 10)
{
break;
}
if(labelValue == "Deal")
{
dealName = detail.get("Deal_Name");
dealID = detail.get("id");
detailsList.add({"label":dealName,"value":dealID});
}
else if(labelValue == "Account")
{
AccountName = detail.get("Account_Name");
AccountID = detail.get("id");
detailsList.add({"label":AccountName,"value":AccountID});
}
i = i + 1;
}
actions.add({"type":"add_after","name":"contactModule","input":{"type":"dynamic_select","name":labelValue.toLowerCase(),"label":labelValue.proper(),"hint":"","placeholder":"Select a " + labelValue,"mandatory":true,"options":detailsList}});
}
}
return {"type":"form_modification","actions":actions};

Step 4: Dynamic Handler

Now navigate to the Dynamic Handler and paste this code:

info target;
typeList = list();
searchValue = target.get("query");
formValues = form.get("values");
if(target.get("name") == "lead")
{
getLeads = invokeurl
[
url :"https://www.zohoapis.com/crm/v2/leads"
type :GET
connection:"CONNECTION LINK NAME"
];
//info getLeads;
leads = getLeads.get("data");
for each lead in leads
{
if(lead.containsIgnoreCase(searchValue))
{
if(typeList == 100)
{
break;
}
leadName = lead.get("Full_Name");
leadId = lead.get("id");
lead = {"label":leadName,"value":leadId};
typeList.add(lead);
}
}
}
else if(target.get("name") == "account")
{
contactsKeys = formValues.get("contact").keys();
if(contactsKeys.size() > 0)
{
contactId = formValues.get("contact").get("value");
url = "https://www.zohoapis.com/crm/v2/Contacts/" + contactId + "/accounts";
}
else
{
url = "https://www.zohoapis.com/crm/v2/accounts";
}
getAccounts = invokeurl
[
url :url
type :GET
connection:"CONNECTION LINK NAME"
];
//info getLeads;
accounts = getAccounts.get("data");
if(!accounts.size() > 0)
{
url = "https://www.zohoapis.com/crm/v2/accounts";
getAccounts = invokeurl
[
url :url
type :GET
connection:"CONNECTION LINK NAME"
];
}
for each account in accounts
{
if(account.containsIgnoreCase(searchValue))
{
if(typeList == 100)
{
break;
}
AccountName = account.get("Account_Name");
AccountID = account.get("id");
typeList.add({"label":AccountName,"value":AccountID});
}
}
}
else if(target.get("name") == "deal")
{
contactsKeys = formValues.get("contact").keys();
if(contactsKeys.size() > 0)
{
contactId = formValues.get("contact").get("value");
url = "https://www.zohoapis.com/crm/v2/Contacts/" + contactId + "/deals";
}
else
{
url = "https://www.zohoapis.com/crm/v2/deals";
}
getDeals = invokeurl
[
url :url
type :GET
connection:"CONNECTION LINK NAME"
];
deals = getDeals.get("data");
if(!deals.size() > 0)
{
url = "https://www.zohoapis.com/crm/v2/deals";
getDeals = invokeurl
[
url :url
type :GET
connection:"CONNECTION LINK NAME"
];
deals = getDeals.get("data");
}
for each deal in deals
{
if(deal.containsIgnoreCase(searchValue))
{
if(typeList == 100)
{
break;
}
dealName = deal.get("Deal_Name");
dealID = deal.get("id");
typeList.add({"label":dealName,"value":dealID});
}
}
}
return {"options":typeList};

Message Action

Besides the Command method, you can also use Message Actions to create a task in Zoho CRM directly from a chat. To do this, navigate to Bots & Tools > Integrations > Message Action > Create , and create a new message action.

In the message action creation window, you will need to enter a name, description, and choose the access level. Then, paste the provided code in the script editor.

description = message.get("text");
if(description.length() >= 1000)
{
description = description.subString(0,1000);
}
fetchFields = invokeurl
[
url :"https://www.zohoapis.com/crm/v2/settings/fields?module=Tasks"
type :GET
connection:"CONNECTION LINK NAME"
];
//info fetchFields;
allFields = fetchFields.get("fields");
priorityList = list();
statusList = list();
for each field in allFields
{
if(field.get("api_name") == "Priority")
{
pickListValues = field.get("pick_list_values");
for each pickList in pickListValues
{
displayName = pickList.get("display_value");
priorityList.add({"label":displayName,"value":displayName.replaceAll(" ","_")});
}
}
else if(field.get("api_name") == "Status")
{
pickListValues = field.get("pick_list_values");
for each pickList in pickListValues
{
displayName = pickList.get("display_value");
statusList.add({"label":displayName,"value":displayName.replaceAll(" ","_")});
}
}
}
inputs = list();
inputs.add({"type":"text","name":"task","label":"Task Name","hint":"Enter a subject","placeholder":"","min_length":8,"max_length":100,"mandatory":true});
inputs.add({"type":"textarea","name":"description","label":"Description","hint":"Enter description","placeholder":"","min_length":5,"max_length":1000,"mandatory":false,"value":description});
inputs.add({"type":"date","name":"date","label":"Due Date","placeholder":"Choose a due date","mandatory":false});
modulesList = list();
modulesList.add({"label":"Lead","value":"lead"});
modulesList.add({"label":"Contact","value":"contacts"});
inputs.add({"type":"select","name":"module","label":"Type of module","placeholder":"Choose a module","trigger_on_change":true,"options":modulesList});
inputs.add({"type":"select","name":"priority","label":"Priority","placeholder":"Choose a priority","mandatory":false,"options":priorityList});
inputs.add({"type":"select","name":"status","label":"Status","placeholder":"Choose a status","mandatory":false,"options":statusList});
return {"type":"form","title":"Create a task","hint":"Name the task and assign a user","name":"createTask","button_label":"Create","actions":{"submit":{"type":"invoke.function","name":"createTask"}},"inputs":inputs};

Note : Make sure to replace the connection link name

This code will create a message action that you can use to create a task in Zoho CRM. Once used on a message, the createTask function created earlier will handle the task creation process (and the message will automatically be entered as the task description).

In summary, by following these steps, users can create a task in Zoho CRM directly from a chat in Zoho Cliq using either Command or Message Action. This can save time and streamline the workflow for teams that use both Zoho Cliq and Zoho CRM.

Access your files securely from anywhere

Quick Links

New to Zoho Recruit?

Access Zoho Recruit

New to Zoho Forms?

Latest Feature Updates

Explore our Pricing & Plans

Zoho Campaigns Resources

Campaigns Community Learning Series

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

New to Zoho Desk?

Access Zoho Desk

What's New in Zoho Desk

Use cases

Make the most of Zoho Desk with the use cases.

Learn More

eBooks

Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

Download eBooks

Videos

Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

Watch Now

Webinar

What's New in Zoho Desk

Desk Community Learning Series
Meetups
Ask the Experts
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner

Tout forum

France ZUGs

Zoho SalesIQ Resources

Sticky Posts
Automating Employee Birthday Notifications in Zoho Cliq
Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
Automate your status with Cliq Schedulers
Imagine enjoying your favorite homemade meal during a peaceful lunch break, when suddenly there's a PING! A notification pops up and ruins your moment of zen. Even worse, you might be in a vital product development sprint, only to be derailed by a "quick
Bulk user onboarding for Cliq Channels in a jiffy
As developers, we frequently switch between coding, debugging, and optimizing tasks. The last thing we want is to be burdened by manual user management. Adding users one by one to a channel is tedious and prone to errors, taking up more time than we could
Convert a message on Cliq into a task on Zoho Connect
Message actions in Cliq are a great way to transform messages in a conversation into actionable work items. In this post, we'll see how to build a custom message action that'll let you add a message as a task to board on Zoho Connect. If you haven't created
Unfurling Unlimited Possibilities in Zoho Cliq 🔗
Are you tired of your app links looking plain? Imagine if the shared links came to life with custom previews, organized data, and one-click actions, making chats more interactive. With the Cliq platform's unfurl handlers, let's see how developers can

New to Zoho Social?

Manage your brands on social media

Access Zoho Social

Zoho Pagesense Resources

New to Zoho TeamInbox?

Zoho TeamInbox Resources

Zoho DataPrep Resources

New to Zoho DataPrep?

Access Zoho DataPrep

Zoho CRM Plus Resources

Zoho Books Resources

Zoho Subscriptions Resources

Zoho Projects Resources

Zoho Sprints Resources

Qntrl Resources

Zoho Creator Resources

Zoho CRM Resources

CRM Community Learning Series
Kaizen
Functions
Meetups
Kbase
Resources
Digest
CRM Marketplace
MVP Corner

Design. Discuss. Deliver.

Create visually engaging stories with Zoho Show.

Get Started Now

Zoho Show Resources

Writer

Get Started. Write Away!

Writer is a powerful online word processor, designed for collaborative work.

Start Writing

Zoho CRM コンテンツ

その他のサービスコンテンツ

Zoho Campaigns
Zoho サービスのWebセミナー

Nederlandse Hulpbronnen

ご検討中の方

Recent Topics
Unapplied AP Credits not showing up on AP Detail Aging
I am new to using Zoho Books. I was reconciling some accounts and found differences from the GL balance and AP Aging and it came down to unapplied vendor credits. Is there an option to include that on the report, so I can pull a matching AP Aging to the
Add Entry and Subform Record from Deluge Scripts
Hi all, I would like to know how do I add a new entry and also subform records from a deluge scripts. I can use the insert into to add a new entry to a form, but how do i insert a collection into the subform of the entry? I am using a deluge script
Feature Requests and enhancements: Subform
By The Grace of G-D. Hi, It would make it much easier to use if we could have some more features in subforms: More Columns/Fields Set the size of a column Show the subform in Full Page Width Sorting By Column Please consider The above suggestions. T
i keep see there is a connetion issue connecting 3rd party api on zoho when using zia
hi there , i have set up open ai api to zoho zia (copied and pasted to zoho zia) but I keep getting notificaiton "there is a connetion issue connecting 3rd party api on zoho" when using zia on top when click zia and try to type in word there
Finding draft ticket replies
Is there a way to see all tickets which have draft replies?
How to apply a tag to a ticket based on the to email address?
I need to assign a tag to a ticket if the ticket was sent to a specific email address. For example, we have the email accounting[at]company.com forwarding into Zoho Desk. We would like all emails that were sent to this address to be tagged with an Accounting
Engineering Change Order Process using Tickets?
Hi Zoho Community, I'm working with my company to create an Engineering Change Order/Request (ECO/ECR) process where engineers can internally create tickets for changes in a product that must be reviewed, approved and implemented by people or teams in
Allow Changing Appointment Status from "Completed" to "No Show" or Other Valid States
Hi Zoho Bookings Team, We hope you're doing well. We would like to submit a feature request regarding appointment status management in Zoho Bookings. 🎯 Use Case Sometimes, an appointment is mistakenly marked as Completed, but later we realize that the
How can I move a ticket from Department A to Department B?
Hi there, how do I move ticket from Department A to Department B? I went in the ticket and tried to scroll down the menu under the "department" but it won't let me, I am a support admin. Did I do anything wrong? or am I doing it in the wrong place?
Validation Rules Trigger on Untouched Fields
In Zoho Desk, validation rules trigger for ALL fields during an update—even fields that weren't modified in the current edit. This behavior is fundamentally different from Zoho CRM and other Zoho products, where validation rules only apply to fields actually
How to work with getFieldNames formdata functions ,Any Examples
I don't find any example showing usage of getFieldNames. Where do i find .is there any Help documents available
Zoho Notifications - Received two notifications for one message and none for the other
We had a client reply to a ticket twice in one minute. The ticket owner received two emails for the second message but none for the first (which was crucial content and unfortunately was therefore missed). I'm assuming this created a race condition -
Can we have Backorder Management ?
Can we have Backorder Management ?
Better integration between Zoho CRM and Zoho Bookings
I've noticed that when a meeting which was created in Zoho Bookings is updated by a sales person in Zoho CRM, the change is not reflected back into Zoho Bookings. I have raised this with support who advised that meetings created in Bookings need to be
What is the difference between "Reply" and "Public Comment" in a ticket?
Hey, my company is thinking about switching to Zoho Desk but we do not understand the difference between the "Reply" and the "Public Comment" feature. When should we use which? And why? What is the difference between them? Thank you for your help! Kindest
Tasks View for Opportunity/Jobs does not indicate "Related To" account
How can ZoHo be setup so that when a task is created for an Opportunity, the subject automatically lists the underlying account? Right now, it's impossible to link the Account to the task when the task is created from the Job. Therefore, the open task view is inadequate. And it's a lot of maintenance to have to manually add the account to the subject...defeating the purpose of "Automated" workflow.
Writing SQL Queries - After Comma Auto Suggesting Column
When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? Anyone
can i show alert when i finish running the function?
how i can show alert inside the custom function or popup notification. when i use alert inside the custom function it show this error Error at line number: 2 'ALERT' task can be used only in on load, on validate and on change actions
CRM calendar not syncing with Zoho Calendar
The sync is not happening: This is my Zoho Calendar CalDAV synced with Outlook This is my Zoho CRM Calendar (sadly empty ...) I have enabled CalDAV Access. In Zoho Calendar, I have set up APP Calendar sync like this: What else can I check? Thank
Pipeline in Custom Modules
I love the way the Sales Pipeline looks and functions with reports. I would like to add the save pipeline features and visualization to a custom module, however, I only see that these pipelines are only available for the Deals module. Is there a way to add pipelines to custom modules?
Ecommerce integration with prestashop
Development of campaigns integration with prestahop. When???
Cannot associate event with other objects when creating?
I am attempting to associate an Event with one or more other objects when creating it via the API. According to the API docs, the "Related_To" property is a jsonobject even though the description says "Provide the details about the entities the event
Zoho Cliq not working on airplanes
Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly
Departments in Zoho
I'm trying to set up a department. It looks like Departments have been removed from Zoho One. Is there another option? We have our main account setup, but want to set up a separate small department that can't see our tabs.
How to disable subform records dynamically
Hi Everyone I have a requirement to dynamically disable or hide subform fields based on certain criteria. However, the code I tried didn't work as expected. It either disabled or hid all the fields in all subform records or none at all. What I actually
Client Script Operate Timeout
Hi Zoho, I have set a client script that use for ( i =1; length < i , i++) to fetch all of the product in order I have an order have 30+ products, seems this script will be stopped when it is checking rough 10 + products because of timeout (may be). May
Why and When to Manually Regenerate Reports?
What is the protocol for needing to regenerate reports? It is very confusing when data in reports pulls correctly sometimes, but are inaccurate other times. Why is report regenerating necessary at all - can the report function not read the live data as inputted into the forms? We have built lots of reports and it is very tedious and time consuming to have to regenerate the report before each use of that data to make sure it is accurate. Is there a way to know when a report should or shouldn't
Import template from Zoho Writer
I am trying to import a mail merge template - tried to import direct from my .docx file on my hard drive and the formatting went all over the place. I then imported the .docx file in my Zoho Docs and then fixed up the formatting within Zoho Writer. Can
CRM for Everyone - More Actions Option to Create Record
Please consider the option create a new record for the module from the More Actions menu. I know there is an "Add New" icon further down the menu to create a record for any module, but this just seems more intuitive and could reduce the need for the "Add
Configuración
Hola acabo de instalar Zoho CRM y quiero configurarlo correctamente. Al respecto me surgen algunas dudas tales como la diferencia entre: Cuentas, posibles Clientes y Contactos. ¿Conceptualmente que son cada uno? ¿Como se se relacionan entre ellos? Si
Is there a way to request a password?
We add customers info into the vaults and I wanted to see if we could do some sort of "file request" like how dropbox offers with files. It would be awesome if a customer could go to a link and input a "title, username, password, url" all securely and it then shows up in our team vault or something. Not sure if that is safe, but it's the best I can think of to be semi scalable and obviously better than sending emails. I am open to another idea, just thought this would be a great feature. Thanks,
Enhancements to Custom Connectors in Zoho Creator
Hello everyone, At Zoho Creator, we believe in providing you with the necessary tools to achieve a well connected ecosystem of apps. Our Custom Connectors feature is a testament to this, enabling you to integrate with a wide range of external services
AutoScan Not Working Since April -Support says it with engineering
Hi there, Autoscan has not been working on my account since April. Without this feature, completing expenses reports is laborious and error-prone. I keep asking for updates seeing as this is a critical feature, but told that it's being looked into and
Clone a Module??
I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors
Zoho books bulk update for invoices
Hi Zoho team, Why only 25 invoices can be bulk update at a time. I am booking 800 to 900 invoices in a month. Please increase this limit? Please dont tell that you dont have enough request for this task. 25 limit for bulk update is too much low
Querying CloudSQL using NodeJS?
How can I query CloudSQL over nodejs? Are there any rest apis from which I perform Select Queries in the data of a Workspace? In the v1 we had C#, Python, Java for CloudSQL Now I only see Java? I am confused about the overall API of Analytics, there any
Sending Email with Attachment (PDF, Excel file)
Hi, I'm new to Zoho CRM and I'm setting up a flow to send an Email with Attachment when user reaching a certain stage of a Deal. In detail, I've created a Blueprint which requires user to attach a PDF file when reaching a certain point of the stage and
How to Integrate Zoho CRM with Traffic Rider Mod APK Unlimited Money?
Hello, I am exploring the possibilities of integrating Zoho CRM with a mobile game app. I am working on a Traffic Rider Mod APK Unlimited Money version where we want to store user engagement data like session time, high scores, and in-app interactions.
Rename Record Templates in Zoho Creator
Hi Team, I need to rename the Record Templates based on the name of the employee which i have configured in Zoho Creator Deluge Script. How to do this one? // Attachments :template:PDF_ECF:Exit_Clearance_Form input.ID as PDF
Les Zoholics 2025 sont de retour
Bonjour à tous, Préparez-vous pour deux jours exceptionnels au cœur de l’écosystème Zoho ! Nous avons le plaisir de vous convier à Zoholics France 2025, un événement dédié à l’innovation, à l’expertise et à la communauté Zoho. Au programme : • Présentations
Next Page

Create a task in Zoho CRM directly from Zoho Cliq

Create a task in Zoho CRM directly from Zoho Cliq

Slash Command:

Step 1: Create a command

Step 2: Create a Form Function

Step 3: Update with Form Change Handler

Step 4: Dynamic Handler

Message Action

Access your files securely from anywhere

Zoho Developer Community

Use cases

eBooks

Videos

Webinar

France ZUGs

Topic Participants

Poorvik Palanikumar

My New Australian Life

Sticky Posts

Automating Employee Birthday Notifications in Zoho Cliq

Automate your status with Cliq Schedulers

Bulk user onboarding for Cliq Channels in a jiffy

Convert a message on Cliq into a task on Zoho Connect

Unfurling Unlimited Possibilities in Zoho Cliq 🔗

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

Zoho Show Resources

Get Started. Write Away!

その他のサービス コンテンツ

Nederlandse Hulpbronnen

ご検討中の方

Recent Topics

Unapplied AP Credits not showing up on AP Detail Aging

Add Entry and Subform Record from Deluge Scripts

Feature Requests and enhancements: Subform

i keep see there is a connetion issue connecting 3rd party api on zoho when using zia

Finding draft ticket replies

How to apply a tag to a ticket based on the to email address?

Engineering Change Order Process using Tickets?

Allow Changing Appointment Status from "Completed" to "No Show" or Other Valid States

How can I move a ticket from Department A to Department B?

Validation Rules Trigger on Untouched Fields

How to work with getFieldNames formdata functions ,Any Examples

Zoho Notifications - Received two notifications for one message and none for the other

Can we have Backorder Management ?

Better integration between Zoho CRM and Zoho Bookings

What is the difference between "Reply" and "Public Comment" in a ticket?

Tasks View for Opportunity/Jobs does not indicate "Related To" account

Writing SQL Queries - After Comma Auto Suggesting Column

can i show alert when i finish running the function?

CRM calendar not syncing with Zoho Calendar

Pipeline in Custom Modules

Ecommerce integration with prestashop

Cannot associate event with other objects when creating?

Zoho Cliq not working on airplanes

Departments in Zoho

How to disable subform records dynamically

Client Script Operate Timeout

Why and When to Manually Regenerate Reports?

Import template from Zoho Writer

CRM for Everyone - More Actions Option to Create Record

Configuración

Is there a way to request a password?

Enhancements to Custom Connectors in Zoho Creator

AutoScan Not Working Since April -Support says it with engineering

Clone a Module??

Zoho books bulk update for invoices

Querying CloudSQL using NodeJS?

Sending Email with Attachment (PDF, Excel file)

How to Integrate Zoho CRM with Traffic Rider Mod APK Unlimited Money?

Rename Record Templates in Zoho Creator

Les Zoholics 2025 sont de retour

Next Page

その他のサービスコンテンツ