Extension pointers for integrating Zoho CRM with Zoho products #6: Handle and track your Zoho Bugtracker issues easily from within Zoho CRM
Switching between multiple applications to keep track of data is a time-consuming and laborious process. Having visibility into all related data in one application makes work easier and more efficient, and helps mitigate errors.
Zoho Projects and Zoho Bugtracker are integrated in multiple ways. Syncing data between Zoho CRM and Zoho Projects or Zoho Bugtracker enables you to track all project-related data—including issues—across both applications. In a previous post, we showed how to integrate the Cases module in Zoho CRM with Zoho Projects. You can find the full post here.
In this post, we'll look at how to access and manage Zoho Bugtracker issue-related data within Zoho CRM. Let's say you manage your company's sales process and handle your software application deliverables using Zoho CRM, and that one of your leads has been converted to a deal and has therefore successfully moved to the Qualification stage.
Assume that whenever a deal is qualified in Zoho CRM, a new project with the same name is created in Zoho Bugtracker, and the newly created Bugtracker project's ID is updated in a custom field on the deal's details page in Zoho CRM. This helps users keep track of and have full control over the continuous process of implementing deal requirements.
Note: In order to proceed with the use case described below, the project creation scenario detailed above must be implemented with the necessary scopes of Bugtracker. You can view a similar example implemented for Zoho Projects here for reference.
Following implementation—during testing—there may be one or more issues that need to be resolved, which will be recorded as issues in Zoho Bugtracker. In our example, let's retrieve all the bugs associated with the project and add them as a related list in our specific Zoho CRM deal so that all relevant data is available in a single window.
Creating a connector for Zoho Bugtracker and adding connector APIs
- Create a new connector in your extension for Zoho Bugtracker using the Connectors feature under Utilities in the left panel of the Zoho Developer console.
Note: Zoho Bugtracker follows OAuth 2.0 protocols for authentication. You can see how to register Zoho products and retrieve your client credentials here.
The connector details for our example are as follows:
Request Token URL | https://accounts.zoho.com/oauth/v2/auth?scope=ZohoBugTracker.portals.READ,ZohoBugTracker.projects.READ,ZohoBugTracker.bugs.READ,ZohoBugTracker.bugs.READ&access_type=offline |
Access Token URL | https://accounts.zoho.com/oauth/v2/token |
Refresh Token URL | https://accounts.zoho.com/oauth/v2/token |
Scopes | ZohoBugTracker.portals.READ,ZohoBugTracker.projects.READ,ZohoBugTracker.bugs.READ,ZohoBugTracker.bugs.READ |
- Add the necessary connector APIs for your functionality. Please refer to the Zoho Bugtracker API guide for details.
The Zoho Bugtracker REST APIs we added for our example are as follows:
Connector API Name | Method type | URL |
Get Portals | GET | https://bugtracker.zoho.com/restapi/portals/ |
Get Projects | GET | https://bugtracker.zoho.com/restapi/portal/${portalid}/projects/ |
Get Bugs | GET | https://bugtracker.zoho.com/restapi/portal/${portalid}/projects/${projectid}/bugs/ |
Note: You can refer to this post to see the detailed steps involved in creating a connector, adding the connector APIs, and associating them with the extension.
Obtaining the portal ID
- Per our example, the new projects will be created in Zoho Bugtracker under a specific portal. Because the portal ID variable's value is user-specific, it can be obtained from the user during extension installation and saved in a CRM variable to be easily retrieved when needed.
- The variable Portal ID is therefore created as a CRM variable with the Variable Status set as Hidden in the extension. Here's how the value is obtained:
➤ Creating a settings widget: We have created a settings widget in our extension in order to retrieve the user-specific portal ID, and to set the value of the CRM variable.
Settings widget JS code snippet
Util={}; var portalidvalue; var projectidvalue; //Subscribe to the EmbeddedApp onPageLoad event before initializing the widget ZOHO.embeddedApp.on("PageLoad",function(data) { var data = { } //Invoking the connector API to get the user's portal IDs and populate them in a select list ZOHO.CRM.CONNECTOR.invokeAPI("xxx.bugtracker.getportals",data) .then(function(dataa){ response = dataa.response; responsejson=JSON.parse(response); portal=responsejson.portals; for (i = 0; i < portal.length; i++) { portalid=portal[i].id_string; portalname=portal[i].name; var portallist = document.getElementById("portallist"); var option = document.createElement("OPTION"); option.innerHTML = portalname; option.value = portalid; portallist.appendChild(option); } }) //*Updating the value of the portal ID selected in the select list to the CRM variable Util.getvalues=function() { portalidvalue=document.getElementById("portallist").value; var variableMap = { "apiname": "xxx__Portal_ID", "value": portalidvalue}; ZOHO.CRM.CONNECTOR.invokeAPI("crm.set", variableMap); } }) |
Creating a related list in the Deals module and associating a custom related list to it
- Create a related list called Bugs using the Add Related List button under Related Details, available in the Components section of the Zoho Developer console. Then write a function to perform the desired action.
Bugs related list code
//Retrieving the deal record and fetching the deal name response = zoho.crm.getRecordById("Deals",deal.get("Deals.ID").toLong()); dealprojectid = response.get("xxx__Project_ID"); info dealprojectid; dynamic_map = Map(); portalid = zoho.crm.getOrgVariable("xxx__Portal_ID"); dynamic_map.put("portalid",portalid); //Invoking the Get Project API to fetch the project ID response1 = zoho.crm.invokeConnector("xxx.bugtracker.getprojects",dynamic_map); projectresponse = response1.get("response"); projectdata = projectresponse.get("projects"); finalresponse = ""; for each item in projectdata { projectid = item.get("id"); info projectid; if(dealprojectid == projectid) { dynamic_map = Map(); portalid = zoho.crm.getOrgVariable("xxx__Portal_ID"); dynamic_map.put("portalid",portalid); dynamic_map.put("projectid",projectid); // Invoking the Get Bugs API to fetch the bug-related data response2 = zoho.crm.invokeConnector("xxx.bugtracker.getbugs",dynamic_map); bugresponse = response2.get("response"); bugdata = bugresponse.get("bugs"); info bugdata; count = 1; if(bugdata != null) { recordsXmlStr = "<record>"; for each value in bugdata { status = value.get("status"); recordsXmlStr = recordsXmlStr + "<row no='" + count + "'>"; recordsXmlStr = recordsXmlStr + "<FL val='Title'>" + value.get("title") + "</FL>"; recordsXmlStr = recordsXmlStr + "<FL val='Assignee Name'>" + value.get("assignee_name") + "</FL>"; recordsXmlStr = recordsXmlStr + "<FL val='Reported Person'>" + value.get("reported_person") + "</FL>"; recordsXmlStr = recordsXmlStr + "<FL val='Reported Email'>" + value.get("reporter_email") + "</FL>"; recordsXmlStr = recordsXmlStr + "<FL val='Status Type'>" + status.get("type") + "</FL>"; recordsXmlStr = recordsXmlStr + "</row>"; count = count + 1; } recordsXmlStr = recordsXmlStr + "</record>"; finalresponse = finalresponse + recordsXmlStr; } else { finalresponse = finalresponse + "<error>=><message>No bugs associated with this project.</message></error>"; } } } return finalresponse; |
- The ID of the new project created in Zoho Bugtracker is fetched and added to the custom field "Project ID" inside the Deals module for that particular deal according to the premise of this example.
- As a result, the project ID in the custom field is compared to the project retrieved from the "Get Projects" API.
- Based on the result of the comparison, the bugs are retrieved and displayed in the related list, or the appropriate error message is displayed.
- Now that the functionality is defined, the extension is published and installed in Zoho CRM account using the private installation URL.
Sample output
- After installing the extension, authorize the Zoho Bugtracker connector and click the Settings button to navigate to the Settings Widget page, where you can select the portal where project and bug details are available.
- Select the portal of your choice, then click the Set Portal ID button to assign the portal ID to the appropriate CRM variable.
- Once the portal ID is set, go to the Deals module. Click on the Bugs related list. The relevant details of the bugs that were fetched through the code are displayed in the form of a related list.
Using this method, you can integrate Zoho CRM and Zoho Bugtracker via an extension and perform functionalities per your business requirements. We hope you find this information useful. Keep following this space for more advice!
SEE ALSO
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
Nanditha Somasundaram Somasundaram
Sticky Posts
Kaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.Kaizen #216 - Actions APIs : Email Notifications
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes areKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achievedKaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI
Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the
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
Subform edits don't appear in parent record timeline?
Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user【Zoho CRM for Everyone】設定画面のアップデート
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、Zoho CRM for Everyone の設定画面のアップデート情報をご紹介します。 目次 設定ホーム画面の追加 設定画面での検索結果の表示形式の変更 設定画面でのよく使用する機能の表示 設定メニューの展開/折りたたみ状態の保持 1. 設定ホーム画面の追加 ホーム画面の設定項目は、直感的に分類できるように"カテゴリごと"で分けられています。 このような一元化された表示により、各ツールが1つの画面に集約され、必要な機能をより簡単に見つけられるようになりました。What's New - November 2025 | Zoho Backstage
A new month, a new set of updates. With a mix of new features and thoughtful improvements, you get smoother workflows and better control across registrations, exhibitors, and communications. Let's take a look at what's new and enhanced in Zoho BackstageZoho Checkout - Duplicate Customer record created for each payment received
Hi All. We are using Zoho Checkout to capture online payments for a club membership form (in Zoho Forms). We've noticed that each new payment seems to create a new customer record, regardless of whether the customer already exists in the Zoho FinanceTemplates for Zoho Desk - Knowledge Base
We are looking at migrating our Knowledge base into Zoho Desk. Is there a way of creating templates for article in Knowledge base. We want to be able to set templates for certain types of content. Is this possibleImport KB template OR Export template for zoho desk?
Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possibleWhat KPIs Do You Use to Measure Your Support Team’s Performance in Zoho Desk?
Hi everyone, We hope you’re all doing well. We are trying to improve how we measure the performance and effectiveness of our support department, and we would really appreciate learning from the community. We assume there are several common and widely-usedBackorder quantity change
New Purchase Order × Almost there, but... Quantity of items in this purchase order is greater than the quantity that can be backordered from that sales order. Why can't I change the quantity of a backorder purchase? It looks like a normal order form and I would like to use it as one because I increased the amount and added some items.How to Associate multiple contacts with deal in Sales Inbox
Hello, I have many deals that have multiple potential customers associated with a single deal, for example an engineer and a manager. The manager is the Deal's primary contact in CRM and the Engineer is added to the deal in the "Contact Roles" AssociatedWorkDrive and CRM not in sync
1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here"code": "500","description": "Account not exists", mail api
I have been through all the steps and have a functioning Oath access_token etc etc... I then GET https://mail.zoho.com/api/organization And get my zoid then GET http://mail.zoho.com/api/organization/<hidden>/accounts and get the account details, whichRTL Support for Webforms in Zoho CRM
Dear Zoho CRM Support Team, We are writing to request an enhancement to the webform builder functionality within Zoho CRM. Currently, to create a webform in a right-to-left (RTL) language, the entire CRM instance must be set to RTL, which can be inconvenientImported contacts succesful but contacts do not show up in Contacts
I imported +300 contacts. I can see them in import history. When clicking on a contact in import history I see all the imported contact details for any given contact. So import seems to be successful. However the imported contacts do not show up in the contacts tab. Not in All contacts, and not in a filtered view where they absolutely should show up. The search function also does not find any imported contact. Help?Rich Text For Notes in Zoho CRM
Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By usingSaving sent email campaign as PDF
I'm looking to add all campaigns sent to an archive folder in sharepoint. Is there anyway to accomplish this in Zoho Flow ? I'm falling at the first hurdle ... can I automatically save a sent campaign as a PDF to a folder location ?Zoho Voice lance BYOC (Bring Your Own Carrier) : intégrez votre opérateur
Pour accompagner sa croissance, une entreprise a besoin d’une infrastructure téléphonique flexible et évolutive. Les solutions de téléphonie s’adaptent aux exigences du centre de contact, tout en intégrant aisément les opérateurs locaux de votre choix.Zoho Social API for generating draft posts from a third-party app ?
Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.Digest Novembre - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Avec l'arrivée du dernier mois de l'année, il est temps de résumer les activités de novembre dans la communauté Zoho France. Ce mois-ci, Zoho Webinar se dote de deux nouvelles intégrations ! La première est avec Zapier : connectezHow do I create an update to the Cost Price from landed costs?
Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the productE-Invoicing in Belgium with Zoho Books
Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. This means that invoices and credits notes must be exchanged in a prescribed digital format. How E-InvoicingLead Blueprint transition in custom list view
Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailedAnnouncing new features in Trident for Mac (1.30.0)
Hello everyone! We’re excited to introduce the latest updates to Trident, bringing you a more seamless, intuitive, and secure communication experience. Let’s take a quick look at what’s new. Work with PST/EML files more efficiently. You can now do moreOpen Form in Same window as Page from embedded Report
I have a page that has an embedded report, as shown below. When I click the + sign to add a new record, the form shows up inside the page where the report was embedded. I know that I can add a custom action to the report grid or report detail view andWeekly Sales Summary
Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generatedPricing Strategies: #4 Counting on Discounts
"Is there any chance I can get a little discount on this month's service?" Maya hears this almost every time at her fitness studio. She offers monthly subscription plans for various services, including yoga, strength training, wellness sessions, and personalIntroducing Query Workbench in Zoho CRM
Hello everyone! We’re excited to announce the Query Workbench, a brand-new interface designed to improve developer experience of building Queries in Zoho CRM faster, simpler, and more intuitive. In the past, constructing queries required navigating acrossLimitation with Dynamic Email Attachment Capture
I've discovered a flaw in how Zoho Creator handles email attachments when using the Email-to-Form feature, and I'm hoping the Zoho team can address this in a future update. The Issue According to the official documentation, capturing email attachmentsAdd Customer in Books on Creator Form Submit Params
Hi guys, Were integrating a creator app with books however what were doing is adding a books customer on submit of creator form. We have some parameters but some fields aren't coping, All were seeing is the contact name in books,. Any help of the params for this would be great. below is a sample of the script... response = zoho.books.createRecord("contacts", "XXXXXXXXX", { "contact_name" : input.Name, "address" : input.Email });Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account
Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?Suggestion : link KB with Accounts
Hi Zoho teams. I think it could be good to link KB articles with : accounts in order to easily find articles dedicated to some account specificities. I tried to use tags , but tags are free text with not easy way to retrieve it directly from ticket or list article for one tag. Tickets : It would be a good way to measure usage of KB directly from ticket when we don't need to copy/paste KB in solution. And : Great Tool , keep going !Drag and Drop in Creator Application
Hi, I am in the planning phase of a new application and I would like to use 'Drag and Drop' in the user interface of my new Creator application that I am sketching out, but I don't seem to be able to find any reference that this is available to developers. In my instance I have table of entries and I would like to be able to allow users to move an entry to another table (much like you do in your own interface when creating a Pivot Table report. In addition, I would like the user to be able to re-orderIs there any way to integrate Zoho with Zapier?
Is there any way to integrate Zoho with Zapier? I'd like to use it to create a workflow, sharing posts from our Wordpress website to all our channels.Popular Articles Report
From data to decisions: A deep dive into ticketing system reports Content management teams can use various metrics to assess the effectiveness of knowledge base articles, improve content quality, and ensure articles are regularly updated. Predefined articleInvoice Ref. Field
Hello Team, Currently, the Invoice Ref. field is set to a Number type with a maximum limit of 9 digits. However, we often receive customer invoices that contain up to 12 digits. In some cases, the invoice reference includes not only numbers but also letters60 Days Into Zoho - Tiktok Branding Startup -7 Questions?!
Wsp Everybody I co-own a TikTok Branding / Consulting Startup & have been using Zoho for the past 60 days - Am now looking to make our overall operations & processes more Efficient & Effective! Curious to know how others are using the platform & what'sTurning off the new UI
Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?XML format to import knowledgebase into Zoho Desk
Hi, We just started to use Zoho Desk and want to import our knowledgebase from our old support system (Freshdesk) to Zoho Desk. Can anyone give us information about the format of xml file to import? There is no explanation on the related page.Pushing Zoho People leave into Microsoft calendar: how to chose how "event" is shown (busy, free etc)
Hi, how can I select how a "leave" event is pushed into Microsoft calendar? I want for leave "working elsewhere" to show as working elsewhere and NOT as busy.Duplicate Accounts
Hi There, I am looking for a solution, script, workflow or anything to solve an issue we have - in our customers section we have a rule that doesn't allow duplicates, however Zoho will allow customers with xxxxx and xxxxx PLC or LTD so effectivley weError with If formula
I've got this super simple If formula, what is the reason for the error? If ( LEN(${Leads.Trial Slot Option}) == 3,'y','n') Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make sure your fields areNext Page