Create a task in Zoho CRM directly from Zoho Cliq

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:
​
  1. fetchFields = invokeurl
  2. [
  3.  url :"https://www.zohoapis.com/crm/v2/settings/fields?module=Tasks"
  4.  type :GET
  5.  connection:"CONNECTION LINK NAME"
  6. ];
  7. //info fetchFields;
  8. allFields = fetchFields.get("fields");
  9. priorityList = list();
  10. statusList = list();
  11. for each  field in allFields
  12. {
  13.  if(field.get("api_name") == "Priority")
  14.  {
  15.   pickListValues = field.get("pick_list_values");
  16.   for each  pickList in pickListValues
  17.   {
  18.    displayName = pickList.get("display_value");
  19.    priorityList.add({"label":displayName,"value":displayName.replaceAll(" ","_")});
  20.   }
  21.  }
  22.  else if(field.get("api_name") == "Status")
  23.  {
  24.   pickListValues = field.get("pick_list_values");
  25.   for each  pickList in pickListValues
  26.   {
  27.    displayName = pickList.get("display_value");
  28.    statusList.add({"label":displayName,"value":displayName.replaceAll(" ","_")});
  29.   }
  30.  }
  31. }
  32. inputs = list();
  33. inputs.add({"type":"text","name":"task","label":"Task Name","hint":"Enter a subject","placeholder":"","min_length":8,"max_length":100,"mandatory":true});
  34. inputs.add({"type":"date","name":"date","label":"Due Date","placeholder":"Choose a due date","mandatory":false});
  35. modulesList = list();
  36. modulesList.add({"label":"Lead","value":"lead"});
  37. modulesList.add({"label":"Contact","value":"contacts"});
  38. inputs.add({"type":"select","name":"module","label":"Type of module","placeholder":"Choose a module","trigger_on_change":true,"options":modulesList});
  39. inputs.add({"type":"textarea","name":"description","label":"Description","hint":"Enter description","placeholder":"","min_length":0,"max_length":1000,"mandatory":false});​
  40. inputs.add({"type":"select","name":"priority","label":"Priority","placeholder":"Choose a priority","mandatory":false,"options":priorityList});
  41. inputs.add({"type":"select","name":"status","label":"Status","placeholder":"Choose a status","mandatory":false,"options":statusList});
  42. 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.

  1. info form;
  2. paramsMap = map();
  3. labelList = list();
  4. formValues = form.get("values");
  5. module = formValues.get("module").get("label");
  6. subject = formValues.get("task");
  7. labelList.add({"Subject":subject});
  8. paramsMap.put("Subject", subject);
  9. description = formValues.get("description");
  10. if(description.length() > 0)
  11. {
  12.  labelList.add({"Description":description});
  13.  paramsMap.put("Description", description); 
  14. }
  15. dueDate = formValues.get("date");
  16. if(dueDate.length() > 0)
  17. {
  18.  dueDate = dueDate.toString("yyyy-MM-dd");
  19.  paramsMap.put("Due_Date", dueDate);
  20. }
  21. else 
  22. {
  23.  dueDate = "-";
  24. }
  25. labelList.add({"Due Date":dueDate});
  26. priority = formValues.get("priority");
  27. if(priority.keys().size() > 0)
  28. {
  29.  priority = priority.get("label");
  30.  paramsMap.put("Priority", priority);
  31. }
  32. else 
  33. {
  34.  priority = "High";
  35. }
  36. labelList.add({"Priority":priority});
  37. status = formValues.get("status");
  38. if(status.keys().size() > 0)
  39. {
  40.  status = status.get("label");
  41.  paramsMap.put("Status", status);
  42. }
  43. else 
  44. {
  45.  status = "Not Started";
  46. }
  47. labelList.add({"Status":status});
  48. if(module == "Lead")
  49. {
  50.  leadID = formValues.get("lead").get("value");
  51.  paramsMap.put("What_Id", leadID);
  52.  paramsMap.put("$se_module", "Leads");
  53.  labelList.add({"Lead":formValues.get("lead").get("label")});
  54. }
  55. else if(module == "Contact") 
  56. {
  57.  contactDetails = formValues.get("contact").keys();
  58.  if(contactDetails.size() > 0)
  59.  {
  60.   contactID = formValues.get("contact").get("value");
  61.   paramsMap.put("Who_Id", contactID);
  62.   labelList.add({"Contact":formValues.get("contact").get("label")});
  63.  }
  64.  assciatedModule = formValues.get("contactModule").get("value");
  65.  if(assciatedModule == "account")
  66.  {
  67.   choosenModule = "Accounts";
  68.  }
  69.  else 
  70.     {
  71.   choosenModule = "Deals";
  72.     }
  73.  accountOrDealID = formValues.get(assciatedModule).get("value");
  74.  paramsMap.put("What_Id", accountOrDealID);
  75.  paramsMap.put("$se_module", choosenModule);
  76.  labelList.add({choosenModule:formValues.get(assciatedModule).get("label")});
  77. }
  78. params = map();
  79. params.put("data", [paramsMap]);
  80. createTask = invokeurl
  81. [
  82.  url: "https://www.zohoapis.com/crm/v2/tasks"
  83.  type: POST
  84.  parameters: params+""
  85.  detailed : true
  86.  connection: "CONNECTION LINK NAME"
  87. ];
  88. info createTask;
  89. if(createTask.get("responseCode") == 201)
  90. {
  91.  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")}}}]};
  92. }
  93. else 
  94. {
  95.  response = {"text":"Something went wrong with the integration. Please try again after some time!!!","type":"banner","status":"failure"};
  96. }
  97. 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.

  1. targetName = target.get("name");
  2. info targetName;
  3. formValues = form.get("values");
  4. info formValues;
  5. actions = list();
  6. if(targetName == "module")
  7. {
  8.  modulesList = {"task","description","date","module","priority","status"};
  9.  allKeys = formValues.keys();
  10.  for each  key in allKeys
  11.  {
  12.   if(!modulesList.contains(key))
  13.   {
  14.    actions.add({"type":"remove","name":key});
  15.   }
  16.  }
  17.  fieldValue = formValues.get("module").keys();
  18.  if(fieldValue.size() > 0)
  19.  {
  20.   label = formValues.get("module").get("label");
  21.   if(label == "Lead")
  22.   {
  23.    leadsList = list();
  24.    getAllLeads = invokeurl
  25.    [
  26.     url :"https://www.zohoapis.com/crm/v2/leads"
  27.     type :GET
  28.     connection:"CONNECTION LINK NAME"
  29.    ];
  30.    leads = getAllLeads.get("data");
  31.    leadlist = List();
  32.    i = 0;
  33.    for each  lead in leads
  34.    {
  35.     if(i == 10)
  36.     {
  37.      break;
  38.     }
  39.     leadName = lead.get("Full_Name");
  40.     leadId = lead.get("id");
  41.     leadsList.add({"label":leadName,"value":leadId});
  42.     i = i + 1;
  43.    }
  44.    actions.add({"type":"add_after","name":"module","input":{"type":"dynamic_select","name":"lead","label":"Lead","hint":"Choose a lead","placeholder":"","mandatory":true,"options":leadsList}});
  45.   }
  46.   else if(label == "Contact")
  47.   {
  48.    contactsList = list();
  49.    getContacts = invokeurl
  50.    [
  51.     url :"https://www.zohoapis.com/crm/v2/Contacts"
  52.     type :GET
  53.     connection:"CONNECTION LINK NAME"
  54.    ];
  55.    info getContacts;
  56.    contacts = getContacts.get("data");
  57.    i = 0;
  58.    for each  contact in contacts
  59.    {
  60.     if(i == 10)
  61.     {
  62.      break;
  63.     }
  64.     contactName = contact.get("Full_Name");
  65.     contactID = contact.get("id");
  66.     contactsList.add({"label":contactName,"value":contactID});
  67.     i = i + 1;
  68.    }
  69.    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}});
  70.    contactModuleList = list();
  71.    contactModuleList.add({"label":"Account","value":"account"});
  72.    contactModuleList.add({"label":"Deal","value":"deal"});
  73.    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}});
  74.   }
  75.  }
  76. }
  77. else if(targetName == "contact")
  78. {
  79.  contactsList = {"task","description","date","module","contact","contactModule","priority","status"};
  80.  allKeys = formValues.keys();
  81.  for each  key in allKeys
  82.  {
  83.   if(!contactsList.contains(key))
  84.   {
  85.    actions.add({"type":"remove","name":key});
  86.   }
  87.  }
  88.  actions.add({"type":"clear","name":"contactModule"});
  89.  actions.add({"type":"clear","name":"deal"});
  90.  actions.add({"type":"clear","name":"account"});
  91. }
  92. else if(targetName == "contactModule")
  93. {
  94.  contactsList = {"task","description","date","module","contact","contactModule","priority","status"};
  95.  allKeys = formValues.keys();
  96.  for each  key in allKeys
  97.  {
  98.   if(!contactsList.contains(key))
  99.   {
  100.    actions.add({"type":"remove","name":key});
  101.   }
  102.  }
  103.  label = formValues.get("contactModule").keys();
  104.  if(label.size() > 0)
  105.  {
  106.   labelValue = formValues.get("contactModule").get("label");
  107.   if(labelValue == "Deal")
  108.   {
  109.    moduleName = "deals";
  110.   }
  111.   else if(labelValue == "Account")
  112.   {
  113.    moduleName = "accounts";
  114.   }
  115.   contactsKeys = formValues.get("contact").keys();
  116.   if(contactsKeys.size() > 0)
  117.   {
  118.    contactId = formValues.get("contact").get("value");
  119.    url = "https://www.zohoapis.com/crm/v2/Contacts/" + contactId + "/" + moduleName;
  120.   }
  121.   else
  122.   {
  123.    url = "https://www.zohoapis.com/crm/v2/" + moduleName;
  124.   }
  125.   getAllDetails = invokeurl
  126.   [
  127.    url :url
  128.    type :GET
  129.    connection:"CONNECTION LINK NAME"
  130.   ];
  131.   info getAllDetails;
  132.   details = getAllDetails.get("data");
  133.   if(!details.size() > 0)
  134.   {
  135.    url = "https://www.zohoapis.com/crm/v2/" + moduleName;
  136.    getAllDetails = invokeurl
  137.    [
  138.     url :url
  139.     type :GET
  140.     connection:"CONNECTION LINK NAME"
  141.    ];
  142.    info getAllDetails;
  143.    details = getAllDetails.get("data");
  144.   }
  145.   detailsList = list();
  146.   i = 0;
  147.   for each  detail in details
  148.   {
  149.    if(i == 10)
  150.    {
  151.     break;
  152.    }
  153.    if(labelValue == "Deal")
  154.    {
  155.     dealName = detail.get("Deal_Name");
  156.     dealID = detail.get("id");
  157.     detailsList.add({"label":dealName,"value":dealID});
  158.    }
  159.    else if(labelValue == "Account")
  160.    {
  161.     AccountName = detail.get("Account_Name");
  162.     AccountID = detail.get("id");
  163.     detailsList.add({"label":AccountName,"value":AccountID});
  164.    }
  165.    i = i + 1;
  166.   }
  167.   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}});
  168.  }
  169. }
  170. return {"type":"form_modification","actions":actions};

Step 4: Dynamic Handler

Now navigate to the Dynamic Handler and paste this code:

  1. info target;
  2. typeList = list();
  3. searchValue = target.get("query");
  4. formValues = form.get("values");
  5. if(target.get("name") == "lead")
  6. {
  7.  getLeads = invokeurl
  8.  [
  9.   url :"https://www.zohoapis.com/crm/v2/leads"
  10.   type :GET
  11.   connection:"CONNECTION LINK NAME"
  12.  ];
  13.  //info getLeads;
  14.  leads = getLeads.get("data");
  15.  for each  lead in leads
  16.  {
  17.   if(lead.containsIgnoreCase(searchValue))
  18.   {
  19.    if(typeList == 100)
  20.    {
  21.     break;
  22.    }
  23.    leadName = lead.get("Full_Name");
  24.    leadId = lead.get("id");
  25.    lead = {"label":leadName,"value":leadId};
  26.    typeList.add(lead);
  27.   }
  28.  }
  29. }
  30. else if(target.get("name") == "account")
  31. {
  32.  contactsKeys = formValues.get("contact").keys();
  33.  if(contactsKeys.size() > 0)
  34.  {
  35.   contactId = formValues.get("contact").get("value");
  36.   url = "https://www.zohoapis.com/crm/v2/Contacts/" + contactId + "/accounts";
  37.  }
  38.  else
  39.  {
  40.   url = "https://www.zohoapis.com/crm/v2/accounts";
  41.  }
  42.  getAccounts = invokeurl
  43.  [
  44.   url :url
  45.   type :GET
  46.   connection:"CONNECTION LINK NAME"
  47.  ];
  48.  //info getLeads;
  49.  accounts = getAccounts.get("data");
  50.  if(!accounts.size() > 0)
  51.  {
  52.   url = "https://www.zohoapis.com/crm/v2/accounts";
  53.   getAccounts = invokeurl
  54.   [
  55.    url :url
  56.    type :GET
  57.    connection:"CONNECTION LINK NAME"
  58.   ];
  59.  }
  60.  for each  account in accounts
  61.  {
  62.   if(account.containsIgnoreCase(searchValue))
  63.   {
  64.    if(typeList == 100)
  65.    {
  66.     break;
  67.    }
  68.    AccountName = account.get("Account_Name");
  69.    AccountID = account.get("id");
  70.    typeList.add({"label":AccountName,"value":AccountID});
  71.   }
  72.  }
  73. }
  74. else if(target.get("name") == "deal")
  75. {
  76.  contactsKeys = formValues.get("contact").keys();
  77.  if(contactsKeys.size() > 0)
  78.  {
  79.   contactId = formValues.get("contact").get("value");
  80.   url = "https://www.zohoapis.com/crm/v2/Contacts/" + contactId + "/deals";
  81.  }
  82.  else
  83.  {
  84.   url = "https://www.zohoapis.com/crm/v2/deals";
  85.  }
  86.  getDeals = invokeurl
  87.  [
  88.   url :url
  89.   type :GET
  90.   connection:"CONNECTION LINK NAME"
  91.  ];
  92.  deals = getDeals.get("data");
  93.  if(!deals.size() > 0)
  94.  {
  95.   url = "https://www.zohoapis.com/crm/v2/deals";
  96.   getDeals = invokeurl
  97.   [
  98.    url :url
  99.    type :GET
  100.    connection:"CONNECTION LINK NAME"
  101.   ];
  102.   deals = getDeals.get("data");
  103.  }
  104.  for each  deal in deals
  105.  {
  106.   if(deal.containsIgnoreCase(searchValue))
  107.   {
  108.    if(typeList == 100)
  109.    {
  110.     break;
  111.    }
  112.    dealName = deal.get("Deal_Name");
  113.    dealID = deal.get("id");
  114.    typeList.add({"label":dealName,"value":dealID});
  115.   }
  116.  }
  117. }
  118. 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.

  1. description = message.get("text");
  2. if(description.length() >= 1000)
  3. {
  4.  description = description.subString(0,1000);
  5. }
  6. fetchFields = invokeurl
  7. [
  8.  url :"https://www.zohoapis.com/crm/v2/settings/fields?module=Tasks"
  9.  type :GET
  10.  connection:"CONNECTION LINK NAME"
  11. ];
  12. //info fetchFields;
  13. allFields = fetchFields.get("fields");
  14. priorityList = list();
  15. statusList = list();
  16. for each  field in allFields
  17. {
  18.  if(field.get("api_name") == "Priority")
  19.  {
  20.   pickListValues = field.get("pick_list_values");
  21.   for each  pickList in pickListValues
  22.   {
  23.    displayName = pickList.get("display_value");
  24.    priorityList.add({"label":displayName,"value":displayName.replaceAll(" ","_")});
  25.   }
  26.  }
  27.  else if(field.get("api_name") == "Status")
  28.  {
  29.   pickListValues = field.get("pick_list_values");
  30.   for each  pickList in pickListValues
  31.   {
  32.    displayName = pickList.get("display_value");
  33.    statusList.add({"label":displayName,"value":displayName.replaceAll(" ","_")});
  34.   }
  35.  }
  36. }
  37. inputs = list();
  38. inputs.add({"type":"text","name":"task","label":"Task Name","hint":"Enter a subject","placeholder":"","min_length":8,"max_length":100,"mandatory":true});
  39. inputs.add({"type":"textarea","name":"description","label":"Description","hint":"Enter description","placeholder":"","min_length":5,"max_length":1000,"mandatory":false,"value":description});
  40. inputs.add({"type":"date","name":"date","label":"Due Date","placeholder":"Choose a due date","mandatory":false});
  41. modulesList = list();
  42. modulesList.add({"label":"Lead","value":"lead"});
  43. modulesList.add({"label":"Contact","value":"contacts"});
  44. inputs.add({"type":"select","name":"module","label":"Type of module","placeholder":"Choose a module","trigger_on_change":true,"options":modulesList});
  45. inputs.add({"type":"select","name":"priority","label":"Priority","placeholder":"Choose a priority","mandatory":false,"options":priorityList});
  46. inputs.add({"type":"select","name":"status","label":"Status","placeholder":"Choose a status","mandatory":false,"options":statusList});
  47. 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.


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                                                              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

                                                            • Accelerate Github code reviews with Zoho Cliq Platform's link handlers

                                                              Code reviews are critical, and they can get buried in conversations or lost when using multiple tools. With the Cliq Platform's link handlers, let's transform shared Github pull request links into interactive, real-time code reviews on channels. Share

                                                            • App Spotlight : PagerDuty for Zoho Cliq

                                                              App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all of our apps, integrations, and extensions. In today's fast-paced world, seizing every moment is essential for operational

                                                            • 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


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                                                                                                            • Recent Topics

                                                                                                            • Community Digest Noviembre 2024 - Todas las novedades en Español Zoho Community

                                                                                                              ¡Hola, Español Zoho Community! Wow, ya termina el año, ¡gracias a vuestra participación se nos ha pasado volando! Por eso mismo estamos preparando sorpresas para todos los que participáis en la Español Zoho Community para el próximo año, ¡estad atentos

                                                                                                            • Zoho Mail iOS app - Complete revamp of the UI including insert image option, toolbar customization, calendar widgets and more!

                                                                                                              Hello everyone! The new Zoho Mail iOS app introduces a fresh look, blending native iOS features with a refined UI and UX to make email management more intuitive. The updated design focuses on simplicity, ensuring smoother navigation throughout the app.

                                                                                                            • Download API file contents from browser

                                                                                                              Hi Team - is there something being planned to be able to trigger file downloads from the browser via a deluge script? i.e. retrieve a file via API, trigger the file download directly from the browser. Or... using the convertToPdf function (https://www.zoho.com/deluge/help/functions/file/convert-to-pdf.html)

                                                                                                            • Adding a work order for Assets vs. changing the contact person

                                                                                                              When adding a work order for an existing Assets (e.g. service), the assigned contact cannot be changed (deleting the contact deletes the selected Assets). This results in such an illogical operation that if you want to change the person to be contacted,

                                                                                                            • DOMIN NME

                                                                                                              How many email account do zoho supports

                                                                                                            • Assign admins to the application

                                                                                                              I want to know who to assign admins to UAE Payroll application. I tried from inside the application, and from one.zoho.com >> directory and nothing is happening, knowing that I have enabled zoho people integration with payroll. Can someone help me?

                                                                                                            • Zoho Marketing Campaign

                                                                                                              I want a details report of marketing API . which API i can use to get a full flexed detail of email campaign , sms , social media ,and all other campaigns ?

                                                                                                            • ¿Puedo migrar mi sitio desde WordPress a Zoho? ¿Zoho admite herramientas con código personalizado?

                                                                                                              ¡Hola comunidad! Estoy evaluando la posibilidad de migrar mi sitio web https://calculadoradenotas.cl/ desde WordPress a una solución Zoho, y tengo algunas dudas técnicas que espero puedan aclararme. Mi sitio no es solo informativo: es una herramienta

                                                                                                            • Automating SharePoint Folder Creation based on Equipment Module

                                                                                                              Dear Team, I would like to seek your valuable advice on one of my requirements. My objective is to automatically create a SharePoint folder whenever a record is created in the Equipment module. The folder should be named based on the equipment name. Once

                                                                                                            • Can I view a gallery of attachments related to an Account, Contact, or Subscription

                                                                                                              It is often useful to review photos related to an account or contact by service type. It would be nice to be able to see the photos collected through workorders or appointments all associated.

                                                                                                            • Language Field on Contact Person-level

                                                                                                              Dear at Zoho Books, would it be possible for you to have a Field for 'Language' for the Contact Persons under a Company. In CRM and Bigin we could create a Custom Field (Dropdown) for this effect but without any present in Zoho Books we could never sync

                                                                                                            • Customise Zoho FSM Work Order Name

                                                                                                              Hi there, is there a way for us to customise the work order number? For example - I want to add auto look up for company name or dates at the end of the work order number. WO4 - Company ABC

                                                                                                            • Introducing Dynamic Display in Zoho CRM mobile apps

                                                                                                              Hello everyone, We're happy to announce that Dynamic Display is now available in the Zoho CRM mobile app for both iOS and Android devices. Mobile apps have become synonymous with convenience and flexibility. As more and more businesses rely on mobile

                                                                                                            • How we can integrate pdf attachments in zoho crm with xero

                                                                                                              when i tried to integrate the data and attchment from zoho crm to to xero only the data get integrated with xero how we can integrate the pdf attachment as well nb zoho apis are not working via functions

                                                                                                            • Delete user profile

                                                                                                              Hello, How can I delete a User Profile?

                                                                                                            • Send emails directly via Cases module

                                                                                                              Greetings all, The ability to send emails from the Cases module, which users have been eagerly anticipating, is now available, just like in the other modules. In Zoho CRM, Cases is a module specifically designed for managing support tickets. If your organization

                                                                                                            • Introducing delegate signing in Zoho Sign

                                                                                                              Hi everyone! We are happy to announce a new feature in Zoho Sign — Delegate Signing! Whether you're tied up in meetings, away on vacation, or managing multiple responsibilities, you can now assign a delegate to sign documents on your behalf. This ensures

                                                                                                            • Deleting Salutation Field

                                                                                                              We have updated our lead input screen and 'Salutation' has appeared. This is not visible in the 'Edit Pgae Layout' screen so cannot be moved to 'List of Removed Fields'  Salutation is visible in the list in 'Customization - Fields' however I can only 'Edit' or 'Replace' I cannot delete and I do not need this field on my lead input screen.  Please can you advise how to get rid of this.  Screen shots can be provided if needed.  Thank you Tasha

                                                                                                            • Zoho Voice VS in Zoho CRM for logging calls

                                                                                                              I don't understand the differences between logging calls in Zoho Voice VS in Zoho CRM. Why the 2 separate platforms? Seems confusing

                                                                                                            • Updates to Auto-Upgrade in Zoho Campaigns

                                                                                                              Hello everyone, We've rolled out a new update that slightly modifies how the auto-upgrade option in Zoho Campaigns works. Even if you hit the contact limit, this update ensures that your account is upgraded and that contacts are imported smoothly—without

                                                                                                            • Adding Sub-Forms to Merge Documents

                                                                                                              I am setting up a Mail Merge, which includes sub-form table data. I've done it before but now I am having issues: 1. The headings don't show. I had to enter these manually 2. The table lines are separated. I want them together. Anyone know how to fix

                                                                                                            • Zoho Bookings Online Training | July 31, 2025

                                                                                                              Hi everyone! We’re back with the second session of our Zoho Bookings training series! This time, we’ll show you how to automate your scheduling, manage appointments more efficiently, and explore advanced features for your industry. Join our free, two-hour

                                                                                                            • Translation of Tooltip Messages

                                                                                                              The descriptive help messages should be available to provide translations for.

                                                                                                            • Delete Inactive Zoho Accounts - Access Cleanup_User Id: 60001640923

                                                                                                              As part of our Zoho access hygiene, we’ve reviewed and deactivated several inactive user accounts. These accounts have not been used in the past year and are no longer tied to active operations. All access rights have been revoked, and records retained

                                                                                                            • CREATE button is grayed

                                                                                                              On Android adding new notes to notebooks with collections is impossible because the CREATE button is grayed. What can be done?

                                                                                                            • Can Zoho Creator Apps have multiple actors and steps? Example

                                                                                                              Mortgage Application App- Outside party fills out form via published website form, Inside party approves for additional documentation, outside party recieved requests for x, y, and z documents.  Outside party submits x, y and z but z is wrong.  Inside

                                                                                                            • How to download all attachments from inbox, send, other folders in one go

                                                                                                              Hi All, Appreciate if anyone could help me with steps for below requirement. How to download all attachments from inbox, send, other folders in one go. Even mapping to new folder will help me.  Thanks in advance. 

                                                                                                            • Re-Apply SLA When Ticket Reopened from Closed Status?

                                                                                                              If you have an SLA applied, timers are deactivated when going to "On Hold" status type and reactivated when going back to an Open status type. What we discovered is when a customer replies to a closed case and it reopens, the SLA is not applied and timers

                                                                                                            • Zoho Expense Reimbursement

                                                                                                              I am using Zoho Expense for employee expenses.  At year end I accounted for reimbursement for the founders' expenses by doing a manual entry between employee reimbursements and shareholder loan.  All is correct in the balance sheet, but in Zoho expense the expense report totals are showing as owing still.  It doesn't impact the books, but I don't want to see amounts owing.  How can I zero these out?  The only way I can see it is by creating a transaction in Books that pays the employee via a bank

                                                                                                            • Request to Delete Mistakenly Created Zoho Desk Account – Access Blocked to Company Directory

                                                                                                              Dear Zoho Support Team, I hope this message finds you well. I am writing to request assistance regarding a Zoho Desk account I mistakenly created using my company email address. I created the account before being officially onboarded by my company, and

                                                                                                            • Introducing an AI-driven CAPTCHA for Help Center that offers improved accessibility and enhanced security | Zoho Desk | Product Update

                                                                                                              Captcha protects your help center from fraud and abuse without creating friction. What is a CAPTCHA? CAPTCHA is a test used in computing to verify that a user is human by requiring them to complete a challenge. It helps prevent bot attacks and reduce

                                                                                                            • Announcing new features in Trident for Windows (v.1.29.4.0)

                                                                                                              Hello Community! Trident for Windows just got better! It’s packed with new features designed to enhance communication, manage important information securely, and give you a smoother, more productive experience. Let’s dive into what’s new! Access Zoho

                                                                                                            • Exporting Ticket Threads/Comments and Attachments in Reports

                                                                                                              Hi, I would like to know is it possible for Ticket Comments and/or Attachments to be displayed in Reports?

                                                                                                            • Product management across integrated apps

                                                                                                              Hi everyone, I’m setting up my business for selling products and integrating CRM, Inventory/Books, Ecommerce, and other apps. Where should I load products for the first time so they reflect across all apps? And for updating prices or adding new products—where

                                                                                                            • Calculate Number of Days Between Two Dates

                                                                                                              Can someone help me with how to create a field using the formula function to calculate the number of dates between a campaign start date and end date? The closest I have gotten is using the "Datecomp" function but it gives you the dates in minutes, rather

                                                                                                            • Improved RingCentral Integration

                                                                                                              We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.

                                                                                                            • Zoho Writer Docx files not able to be converted into Google Docs

                                                                                                              Since July 23rd, I've encountered an issue where DOCX files exported from Zoho Writer no longer convert properly into Google Docs when uploaded to Google Drive. My workflow relies on generating merged DOCX documents from Zoho Forms using Zoho Writer templates,

                                                                                                            • Schedule Campaign - Recipients Time Zone

                                                                                                              Something seems to be wrong with the scheduling feature for scheduling campaigns to be deployed at a specific time to the recipients time zone. I scheduled campaigns twice to be sent at the recipients time zone and the campaigns are deploying at the wrong time. When communicating with Zoho support they said to make sure it was scheduled at least 24 hours in advance so we did this with our last campaign and it was still deployed at the wrong time. Anyone else having this issue?

                                                                                                            • Zoho Vault App for Windows

                                                                                                              Hello, is there a Windows app that can be used to access the passwords saved in Zoho Vault? Thank you

                                                                                                            • Zoho Cursor Jumping

                                                                                                              Hi, Zoho Support, We received the below email for a bug when using Zoho on Firefox. Please let us know if there is anything that can be done to solve this issue. Have any other Zoho Mail users reported issues the past few days with Zoho auto-saving drafts

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