Extension pointers for integrating Zoho CRM with Zoho products #6: Handle and track your Zoho Bugtracker issues easily from within Zoho CRM

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



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








                            Zoho Developer Community



                                Bootcamp
                                Community
                                Pricing
                                Webinars
                                What's New
                                Integrations
                                Contact Support
                                Contact Sales
                                  Zoho Survey Resources
                                    Features
                                    Survey Templates
                                    Integrations
                                    Community
                                    iOS Mobile Surveys
                                    Pricing
                                    Android Mobile Surveys
                                    Insurvey Blogs
                                    Insight Blogs
                                    Tips & Tricks





                                                Latest Feature Updates

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts




                                                      Zoho SalesIQ Resources

                                                            • 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 are

                                                            • Kaizen #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 achieved

                                                            • Kaizen #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


                                                            Manage your brands on social media
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  Zoho TeamInbox Resources

                                                                    Zoho DataPrep Resources


                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner









                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

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

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • 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 article

                                                                                                              • Invoice 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 letters

                                                                                                              • 60 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's

                                                                                                              • Turning 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 we

                                                                                                              • Error 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 are

                                                                                                              • Announcing Multi-language Support in Zoho FSM

                                                                                                                Zoho FSM now speaks your language. The much-awaited multi-language support is now available in Zoho FSM. The following languages are supported in Zoho FSM: Dutch (Nederlands) English - United Kingdom English - United States French (français) French -

                                                                                                              • Creating multiple CRM leads from a Zoho Forms subform

                                                                                                                Hi all, We have a heavily used intake form that is used for new leads as a part of our intake. There is a subform that allows the lead to add additional team members, their titles and other basic info. That form submission creates a new Lead and the subform

                                                                                                              • Free webinar! Build smarter apps with Zoho Sign and Zoho Creator

                                                                                                                Hello, Bring the power of digital signatures to the apps you build in Zoho Creator! Connect Zoho Sign as a microservice and enable seamless e-signature workflows in your applications. This integration allows you to automate signing tasks using Deluge.

                                                                                                              • Restrict Addresses in Zoho Forms?

                                                                                                                In the address field, is there a way to restrict the addresses that auto populate (via Zoho Maps or Google Maps) to a specific state (I know it's possible with the country). Additionally, how often does the address in Zoho Maps get updated? Certain addresses

                                                                                                              • Weekly Tips: Secure your attachment downloads with Zoho Mail

                                                                                                                Safety is one of our main concerns, whether it’s about device security or online protection. We use tools like fingerprint scanners, facial recognition, and two-factor authentication to keep our devices and email accounts secure. We use methods like OTP

                                                                                                              • Resume Harvester: New Enhancements for Faster Sourcing

                                                                                                                We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built

                                                                                                              • Looking for best practices to import data from SAP Business One (on-prem) into Zoho Analytics via Zoho DataPrep / Databridge — daily automated schedule

                                                                                                                Hi all, I’m using SAP Business One on-prem (SQL Server / or HANA — depending on DB backend) as our ERP. I want to build a pipeline that, every morning at 9:00 AM IST: pulls transactional data (invoices, customers, products, stock, etc.) from SAP B1, loads

                                                                                                              • Zoho One Unified Portal - Applications

                                                                                                                Hello, It is great to see the work on the New Unified Customer Portal. Thanks for that. The number of applications is limited though. It is now only around the Zoho Books ecosystem (Books, Expense...) and Zoho Social. = Are other applications planned

                                                                                                              • Marketing Tip #10: Start a customer loyalty program

                                                                                                                Winning a new customer is great, but keeping them coming back is even better. A loyalty program rewards repeat buyers with points, giving them more reasons to shop again. Over time, this builds trust and long-term relationships. Try this today: Set up

                                                                                                              • Zia Actions: AI-powered Workflow Automation for Faster and Smarter Execution

                                                                                                                Hello everyone, Updated on 12th Dec 2025 Zia actions for Workflow is available for Enterprise edition ONLY. These features are currently available in the following DCs: US, CA, EU, IN, and AU Email Auto reply and Content Generation are available as Early

                                                                                                              • Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed?

                                                                                                                Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed? If not, can anyone share a work-around that could help me get an RSS feed for individual category forums?

                                                                                                              • Change Last Name to not required in Leads

                                                                                                                I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

                                                                                                              • Resend Client Portal Invitation + View Email Delivery Status

                                                                                                                Hi Zoho Team, We hope you are doing well. We would like to request two important enhancements related to the Zoho Creator Client Portal invitation process. At the moment, when we add a user to the Client Portal, Zoho Creator automatically sends an invitation

                                                                                                              • Get user last login

                                                                                                                1. Is there a way to programmatically get the last user login to trigger certain workflows? 2. Is there a way to programmatically access the custom fields on a user's account?

                                                                                                              • Seeking Zoho Creator Expert (Delivery Management App / Logistics Ops) — Built & Deployed Before

                                                                                                                Hi everyone, We’re building a Delivery Management App (focused on delivery operations for now) using Zoho Creator. We’re looking for a Zoho Creator expert who has already developed and deployed a similar delivery/workflow system and can assist us with

                                                                                                              • 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

                                                                                                              • Copy paste from word document deletes random spaces

                                                                                                                Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without

                                                                                                              • Adding Multiple Files to a Zoho Vault Entry

                                                                                                                There is a old blog post talking about adding multiple file attachments to one Zoho Vault Secret: https://www.zoho.com/blog/vault/introducing-new-features-in-zoho-vault-powerful-password-sharing-wider-storing.html Is that still possible, I can see how

                                                                                                              • FNB South Africa Bank Feed

                                                                                                                I should've thought this wouldn't work. As suspect, Zoho claims to be able to pull bank feeds from First National Bank (South Africa), but fails everytime. I suppose Xero (or even Sage One) is the way to go? If they (miraculously) get it to work again,

                                                                                                              • Dropshipping Address - Does Not Show on Invoice Correctly

                                                                                                                When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being

                                                                                                              • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

                                                                                                                Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,

                                                                                                              • Zoho Invoice Customer Login Portal

                                                                                                                Are there any plans for a customer portal to Zoho Invoice, ala Freshbooks?  I would like customers that I invoice to be able to login to review invoices and invoice history.  I have not switched from Freshbooks for this very reason.

                                                                                                              • the custom domain forwards by default to the old career site / how to switch it off??

                                                                                                                dear friends, how to switch off the old version of the career site?? The set up custom domain forwards directly to the old site, so that I cant publish it... Any ideas? Thank you! KR, Victoria

                                                                                                              • Preserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects

                                                                                                                Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We use

                                                                                                              • Hotmail is STILL blocking the zoho mail IP

                                                                                                                Greetings, as I already mentioned in my last message, my Zoho IP has been blocked by Hotmail for more than 15 days. Although someone said that the issue was "solved," it still isn't, and this amount of time seems neither normal for a "serious" company,

                                                                                                              • Recording Shopify/Amazon fees in Zoho Books - Zoho Inventory

                                                                                                                We are currently flushing out the connections between Shopify/Amazon and Zoho Inventory. For other users of Zoho Books - Zoho Inventory, where and at what point do you record the merchant fees associated with theses channels? I have gotten mixed responses

                                                                                                              • Pre-fill webforms in Recruit

                                                                                                                I don't want to use the career site portal (as I have my own already), but I would like to direct users to the application forms for each role, from my website job pages. Is there a way to pre-fill fields in Recruit application forms, so that I only have

                                                                                                              • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

                                                                                                                Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

                                                                                                              • Client Portal ZOHO ONE

                                                                                                                Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would

                                                                                                              • Function #8: Add additional charges to invoices

                                                                                                                Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,

                                                                                                              • Taxes Payable Adjustment

                                                                                                                I am from Canada and I need to make an adjustment to my Taxes Payable (HST) account.  Basically I need to take a portion of the amount within Taxes Payable and expense that portion to another account.  The adjusting entry would like like the following:

                                                                                                              • ASAP Widget Not showing "My Tickets"ed

                                                                                                                Hello Team, I have created a ZOHO ASAP Widget and embedded to my portal app.clearvuiq.com , widget renders ok and I can open tickets from widget. However I want my opened tickets to be visible in the widget. How can I achieve that?

                                                                                                              • Next Page