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

        All-in-one knowledge management and training platform for your employees and customers.








                              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 #198: Using Client Script for Custom Validation in Blueprint

                                                                Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

                                                              • Kaizen #226: Using ZRC in Client Script

                                                                Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

                                                              • Kaizen #222 - Client Script Support for Notes Related List

                                                                Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

                                                              • 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


                                                              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

                                                                                                                • Ability to add VAT to Retainer Invoices

                                                                                                                  Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices.  It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe!   So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes

                                                                                                                • Time Log Reminder

                                                                                                                  Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keep

                                                                                                                • [Early-access] Introducing Zoho's CommandCenter - Cross-Zoho business process automation

                                                                                                                    Resources to help Webinar recording | Documentation  Feature Restrictions Currently available on early-access only for US data center accounts Features Role CommandCenter as a Service uses signals across Zoho services to propel the movement of records

                                                                                                                • Tip #58- Accessibility Controls in Zoho Assist: Learning- 'Insider Insights'

                                                                                                                  Learning should be clear and interruption-free for everyone. Timely feedback plays an important role in helping users understand actions as they happen, without breaking their focus. In this post, we’ll explore the final section of Accessibility: Learning.

                                                                                                                • ZIA "Generate Content" action doesn't have contexual data from the ticket

                                                                                                                  "Generate Content" action doesn't have contexual data from the ticket. I try to get AI to help me with this ticket but it doesn't seem to have any ticket information as context. Although the ticket has a lot of information in it.

                                                                                                                • Zoho Desk - Zoho FSM Integration issue on Mobile and iPad

                                                                                                                  Hello Team, I am trying to create a Work Order (WO) using the Zoho FSM integration (Add-on Service) that is integrated with Zoho Desk. The issue is that the integration is not working on mobile devices and iPads. While I am able to create the WO, Request,

                                                                                                                • E-File Form 1099 Directly With the IRS From Zoho Books

                                                                                                                  The Form 1099 filing season has begun, and businesses are required to e-file certain forms with the IRS to report payments made to vendors and contractors. If your business made qualifying payments during the year, you must e-file the appropriate Form

                                                                                                                • Suggestions for showing subscribed Topics in CRM (contact record)

                                                                                                                  We have several Topics set up in ZMA. We also have a sync set up between ZMA and CRM. I'd like to display the subscribed topics on the CRM Contact record. This will allow the Sales team (who uses CRM) to see at a glance what topics a Contact is subscribed

                                                                                                                • Replies sometimes creating separate ticket

                                                                                                                  Sometimes when a customer responds to an email coming from Zoho Desk, instead of adding a reply to the original ticket, a separate ticket is created. This happens even though the response subject line contained the ticket number, and the person responding

                                                                                                                • Re-hide fields when option is unselected

                                                                                                                  Hi all Can anyone help me with this - when I create a 'show' field rule for when a dropdown option is selected, how to I make it so the 'show' option re-hides if that option is no longer selected?

                                                                                                                • Custom Fields

                                                                                                                  There is no way to add a custom field in the "Timesheet" module. Honestly, the ability to add a custom field should be available in every module.

                                                                                                                • Consultant-Only Booking Page

                                                                                                                  Zoho Bookings does not allow for Meeting Type OR Workspace-Wide booking pages to be turned off. This is detrimental to organizations that have territory-based or assigned accounts, because if prospects can go to these booking pages and either select the

                                                                                                                • Custom Sorting based on other columns in table

                                                                                                                  I need the ability to apply custom sorting to a text-based dimension in the X axis where the sorting is based on another column in the table. For example, I have a chart report where the X axis is a text label. I would like to be able to sort those text

                                                                                                                • Feature Request: Enable Custom PDF Layout Editor for All Modules (Including Package Slips)

                                                                                                                  Hello Zoho Community and Product Team, I am writing to share a suggestion that would significantly enhance the customization capabilities within Zoho Books. We all appreciate the power of the Custom PDF Layouts (the "New" template engine) that allows

                                                                                                                • Is there a way to invoke deluge function from within a widget?

                                                                                                                  Hi! I have custom functions in deluge and I was wondering whether there is any way to call this function through a widget? Something like on click of a button inside a widget, run the deluge custom function. Would this be possible?

                                                                                                                • Can a default task Priority be set?

                                                                                                                  The "Priority" field in the Task layout does not allow a default to be set. Is there another way of doing it? Because the current default is "None" and the Zoho Kanban board design has selected this field as critical information to surface by including

                                                                                                                • Adding a threshold to a line chart based on date range

                                                                                                                  I have a line chart that is tracking a percentage over time. It also has a filter for 50 different clients. I would like to create a threshold that is based on a portion of the date range. As I understand it, this would be done by adding a column to the

                                                                                                                • Resize Signature field dynamically

                                                                                                                  On the tablet, it is perfect. But on smaller mobile devices and PCs, both web and application, it is too small for people to sign. Is there any plan to make the signature field size dynamically in the future update?

                                                                                                                • Zoho Creator Application - New User Not able to access the application

                                                                                                                  In Zoho Creator, The newly added user not able to access the " Added Application" - User has received the Invitation Email, but while clicking "confirm Account" in the invitation Email, the following error message has appeared. "Sorry! you cannot accept

                                                                                                                • 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

                                                                                                                • Auto-Generate & Update Asset Serial Numbers using a custom function (Assets Module)

                                                                                                                  Hello Team, I’ve been working on a script to automate one of our processes in Zoho FSM, and the core functionality has been successfully implemented. However, I’m encountering an issue related to serial number allocation, which is not working as expected.

                                                                                                                • Zoho Mail iOS app update: Access Delegated Mailbox.

                                                                                                                  Hello everyone! You can now access the delegated mailbox from within the iOS version of the Zoho Mail app. To access the delegated mailbox: Open the Zoho Mail app. Go on to the 'Email' module. Tap the profile picture. Choose the delegated mailbox Please

                                                                                                                • How to convert Lead's country field from Text to Pick List

                                                                                                                  Hi, I would like to change the default country field in ZCRM from text to pick list. It looks like not I can't delete default country field and recreate it as pick list nor can i create an new custom field country because such a label belong to default field. So what do I have to do? Any ideas? L

                                                                                                                • How create a draft via workflow?

                                                                                                                  I wish to create a workflow rule for specific emails that creates a draft response - not an automatic email reply, but just a draft with a set response ready to be verified by an agent who can then manually select recipients. Alternatively, the workflow

                                                                                                                • Function #51: Transaction Level Profitability for Quotes

                                                                                                                  Hello everyone, and welcome back to our series! In a previous post, we shared a custom function that could determine the profitability of a Sales Order. Today, we are presenting a similar function that calculates the profitability of a Quote. The setup

                                                                                                                • New feature: Invite additional guests for your bookings

                                                                                                                  Hello everyone, Greetings from Zoho Bookings! We are happy to announce the much-awaited feature Guest Invite, which enhances your booking experience like never before. This feature allows additional participants to be invited for the bookings to make

                                                                                                                • Improved Contact Sync flow in Google Integration with Zoho CRM

                                                                                                                  Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this

                                                                                                                • الخصم على مستوى فاتورة المبيعات

                                                                                                                  السلام عليكم ورحمة الله وبركاته مطلوب في إنشاء خصم على مستوى فاتورة المبيعات وليس على مستوى البند أريد معرفة الطريقة؟

                                                                                                                • VAT and Taxes option not available

                                                                                                                  Dear ZOHO Team , The VAT and Taxes options in my ZOHO books account not available,I tried to find how to enable or check the way to use this option but unfortunately couldn't find it anywhere ,I'm in UAE ,kindly let me know what to do to solve this issue

                                                                                                                • Default Tagging on API-generated Transactions

                                                                                                                  If one assigns tags to an Item or Customer, those tags get auto-populated in each line item of an Invoice or Sales Order when one creates those documents. However, if one creates the Sales Order or Invoice via the API (either directly coding or using

                                                                                                                • Direct Feed (Bank)

                                                                                                                  Is Direct feed integration for AlRajhi and ADCB bank supported by Zoho Books in GCC/Saudi

                                                                                                                • Sales Order, Invoice and Payment numbers

                                                                                                                  Hi zoho friends, it is me again, the slow learner. I'm wondering if there is a way to have it so the Sales order, invoice and payment numbers are all the same? It would be easier for me if they were the same number so there is not so many reference numbers

                                                                                                                • Customer Satisfaction (CSAT) Report

                                                                                                                  From data to decisions: A deep dive into ticketing system reports The customer satisfaction (CSAT) report helps teams understand how customers feel about their support experience, identify service gaps, and continuously improve the help desk. It turns

                                                                                                                • Timeline Tracking Support for records updates via module import and bulk write api

                                                                                                                  Note: This update is currently available in Early Access and will soon be rolled out across all data centers (DCs) and for all editions of Zoho CRM. The update will be available to all users within your organization, regardless of their profiles or roles.

                                                                                                                • Shifts in Zoho People vs Zoho Shifts?

                                                                                                                  Hello Zoho People Team, We hope you are doing well. We are evaluating the Shifts functionality within Zoho People and comparing it to the standalone Zoho Shifts product. We’ve encountered comments and discussions suggesting that the Shifts feature inside

                                                                                                                • Disable fields in During action in Blueprint?

                                                                                                                  Hi there. I've tried field disable (setReadOnly(true)) using client script and the event is onMandatoryFormLoad on detail page, assuming it'll work on blueprint fields, but it bears no result. Is this the expected behaviour? That we can't do this yet?

                                                                                                                • Develop and publish a Zoho Recruit extension on the marketplace

                                                                                                                  Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.

                                                                                                                • Subforms and automation

                                                                                                                  If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

                                                                                                                • Allow Managers to Create Shifts for Their Departments in Zoho People

                                                                                                                  Hello Zoho People Product Team, Greetings and hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We would like to submit a feature request regarding shift management permissions in Zoho People.

                                                                                                                • Zoho Learn and Zoho CRM integration

                                                                                                                  I would like to see an integration between Zoho Learn and Zoho CRM. 1. To be able to add articles in a related list in all modules 2. Zia to suggest related articles in a Deal or Case or Lead 3. Ability to read / search articles during a call / follow

                                                                                                                • Next Page