Extension Pointers for Integrating Zoho CRM with Zoho services #2: Handle and manage your Zoho CRM cases efficiently by integrating Zoho Projects and associating cases with tasks

Integrating customer relationship management and project management contributes to the development of an overall effective business management strategy.

You can integrate Zoho CRM and Zoho Projects through extensions to achieve your desired functionalities and manage your business from a single location. The previous post in the 'Integrating Zoho CRM with Zoho services' series described how to register your Zoho application and retrieve the client credential in order to connect Zoho CRM to the Zoho service of your choice through an extension. In this post, we'll look at how to integrate Zoho CRM with Zoho Projects, along with an example.

Let's consider a scenario in which support representatives handling cases in Zoho CRM need to forward cases that are registered as feature requests to the development team for further consideration and analysis. The representatives can create a task in Zoho projects with the necessary details from the Zoho CRM Cases module by clicking a button from within Zoho CRM. This will make the transition process easier and help to handle cases more efficiently. Now, let's see how this can be achieved using extension.

Creating a connector for Zoho Projects and adding connector APIs

Create a new connector in your extension for Zoho Projects using the Connectors feature under Utilities in the left panel of the Zoho Developer console.

Note: Zoho Projects follows OAuth2.0 protocol for authentication mechanism. You can refer to this post to understand the steps to register Zoho Projects and retrieve your client credentials.

The connector details for our example are:

Request Token URL	https://accounts.zoho.com/oauth/v2/auth?scope=ZohoProjects.portals.READ,ZohoProjects.users.READ,ZohoProjects.tasks.CREATE,ZohoProjects.projects.READ,ZohoProjects.tasks.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	ZohoProjects.portals.READ,ZohoProjects.users.READ,ZohoProjects.tasks.CREATE,ZohoProjects.projects.READ,ZohoProjects.tasks.READ

Add the necessary connector APIs for your functionality. Please refer to the Zoho Projects REST API guide for details.

The Zoho Projects REST APIs added for our example are mentioned below.

Connector API Name	Method type	URL
Get Portals	GET	https://projectsapi.zoho.com/restapi/portals/
Get Project Users	GET	https://projectsapi.zoho.com/restapi/portal/${portalid}/projects/${projectid}/users/
Create task	POST	https://projectsapi.zoho.com/restapi/portal/${portalid}/projects/${projectid}/tasks/?name=${name}&description=${description}&priority=${priority}&person_responsible=${person_responsible}
Add comment for task	POST	https://projectsapi.zoho.com/restapi/portal/${portalid}/projects/${projectid}/tasks/${taskid}/comments/?content=${content}

Note: You can refer to this post to understand the detailed steps involved in creating a connector, adding the connector APIs, and associating it with the extension.

Creating a button in Cases module and associating the custom function to it

Create a button called "Create Task for Case" using the Links & Buttons feature available in the Componentssection of the Zoho Developer console, then associate a custom function to perform the desired action.

Create Task for Case - Button function code

//Fetching the current record details and retrieving the necessary field information

response = zoho.crm.getRecordById("Cases",case.get("Cases.ID").toLong());

Name = response.get("Subject");

Name = zoho.encryption.urlEncode(Name);

Description = response.get("Description");

Description = zoho.encryption.urlEncode(Description);

Priority = response.get("Priority");

Comments = response.get("Internal_Comments");

Comments = zoho.encryption.urlEncode(Comments);

dynamic_map = Map();

/*Fetching the values for Portal ID and Project ID CRM variables which are obtained as part of the settings widget*/

portalid = zoho.crm.getOrgVariable("xxx__Portal_Id");//The api name of the CRM variable for Portal_Id

projectid = zoho.crm.getOrgVariable("xxx__Project_Id");//The api name of the CRM variable for Project_Id

dynamic_map.put("portalid",portalid);

dynamic_map.put("projectid",projectid);

//Invoking the connector API to retrieve the users present in the project

resp1 = zoho.crm.invokeConnector("xxx.zohoprojects.getprojectusers",dynamic_map);

response1 = resp1.get("response");

users = response1.get("users");

rolelist = List();

/*retrieving the ID of the user with admin role in the project to be assigned as the person responsible for the task*/

for each value in users

{

if(value.get("role") == "admin")

{

id = value.get("zpuid");

}

dynamic_map = Map();

portalid = zoho.crm.getOrgVariable("xxx__Portal_Id");

projectid = zoho.crm.getOrgVariable("xxx__Project_Id");

dynamic_map.put("portalid",portalid);

dynamic_map.put("projectid",projectid);

dynamic_map.put("name",Name);

dynamic_map.put("description",Description);

dynamic_map.put("priority",Priority);

dynamic_map.put("person_responsible",id);

/*Invoking the connector API with the necessary parameters passed to create a project task */

resp = zoho.crm.invokeConnector("xxx.zohoprojects.createtask",dynamic_map);

response2 = resp.get("response");

tasks = response2.get("tasks");

//Retrieving the task id from the response of create task API

for each ids in tasks

{

id1 = ids.get("id");

}

dynamic_map = Map();

portalid = zoho.crm.getOrgVariable("xxx__Portal_Id");

projectid = zoho.crm.getOrgVariable("xxx__Project_Id");

dynamic_map.put("portalid",portalid);

dynamic_map.put("projectid",projectid);

dynamic_map.put("taskid",id1);

dynamic_map.put("content",Comments);

//Invoking the connector API to add a comment to the task

response3= zoho.crm.invokeConnector("xxx.zohoprojects.addcommentfortask",dynamic_map);

caseinfo = {"Solution":url};

response4 = zoho.crm.updateRecord("Cases",case.get("Cases.ID").toLong(),caseinfo);

return resp;

Note: In our example, the project's administrator is assigned as the person responsible for the task that is to be created in Zoho Projects. We have considered that there is only one admin for a project, who can then assign the task to the appropriate developer.

Obtaining Portal ID and Project ID

According to our example, cases from Zoho CRM need to be associated as a task to a particular project in Zoho Projects. You can find in the above code that the variables Portal ID and Project ID (dynamic variables used in connector APIs) are used while invoking APIs. The values of these variables are specific to a user and thus these values can be obtained from the user during extension installation and stored in CRM variables to be easily retrieved when required.

The variables Portal ID and Project ID are created as CRM variables with the Variable Status as Hidden in the extension.Their values are obtained as follows:

➤ Creating a Settings Widget: We have created a settings widget in our extension in order to retrieve the user-specific portal ID and project ID, and to set the values to the CRM variables.

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 portals of the user and populate them in a select list

ZOHO.CRM.CONNECTOR.invokeAPI("testextensioncrm.zohoprojects.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);

}

})

/*Fetching the projects associated to the portal selected on click of the "Get Projects" button*/

Util.getproject=function()

{

portalidvalue=document.getElementById("portallist").value;

var data = {

"portalid" : portalidvalue

}

/*Invoking the connector API to get projects of the user with respect to the portal chosen and populate them in a select list*/

ZOHO.CRM.CONNECTOR.invokeAPI("testextensioncrm.zohoprojects.getprojects",data)

.then(function(dataa){

response = dataa.response;

responsejson=JSON.parse(response);

project=responsejson.projects;

$('#projectlist').empty();

for (j = 0; j < project.length; j++)

{

projectid=project[j].id_string;

projectname=project[j].name;

var projectlist = document.getElementById("projectlist");

var option = document.createElement("OPTION");

option.innerHTML = projectname;

option.value = projectid;

projectlist.appendChild(option);

}

})

}

/*Updating the values of the portal ID and project ID selected in the select list to the CRM variables*/

Util.getvalues=function()

{

portalidvalue=document.getElementById("portallist").value;

projectidvalue=document.getElementById("projectlist").value;

var variableMap = { "apiname": "testextensioncrm__Portal_Id", "value": portalidvalue};

ZOHO.CRM.CONNECTOR.invokeAPI("crm.set", variableMap);

var variableMap = { "apiname": "testextensioncrm__Project_Id", "value": projectidvalue};

ZOHO.CRM.CONNECTOR.invokeAPI("crm.set", variableMap);

});

}

})

Now that the functionality is defined, the extension is published and installed in Zoho CRM account using the private installation URL.

Sample output:

Upon installation of the extension, click the Settings button to go the Settings Widget page, then choose your portal and project where you want the task to be created.

Choose the portal of your choice, then click the Get Projects button to fetch the projects associated with that portal.

Next, click Update Values to set the chosen portal and project ID values to the CRM variables Portal_ID and Project_ID,respectively.

Go to the Cases module. A case of type feature request is present in Cases module.

Click the Create Task for Case button available in the view page of the case detail page.

The necessary details as per the code logic are fetched and created as a task in projects.

The detailed task details page with all the information fetched from the case in Zoho CRM Cases module.

Using this method, you can integrate Zoho CRM and Zoho Projects via an extension and perform functionalities as per your business requirements. We hope you find this information useful. Keep following this space for more inputs!

Zoho Projects REST API

<<Previous

Next>>

Access your files securely from anywhere

Quick Links

New to Zoho Recruit?

Access Zoho Recruit

New to Zoho Forms?

Latest Feature Updates

Explore our Pricing & Plans

Zoho Campaigns Resources

Campaigns Community Learning Series

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

New to Zoho Desk?

Access Zoho Desk

What's New in Zoho Desk

Use cases

Make the most of Zoho Desk with the use cases.

Learn More

eBooks

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

Download eBooks

Videos

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

Watch Now

Webinar

What's New in Zoho Desk

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

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Nanditha Somasundaram Somasundaram

Sticky Posts
Kaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! 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 #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.
Celebrating 200 posts of Kaizen! Share your ideas for the milestone post
Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs
Kaizen #193: Creating different fields in Zoho CRM through API
🎊 Nearing 200th Kaizen Post – We want to hear from you! 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.
Client Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands

New to Zoho Social?

Manage your brands on social media

Access Zoho Social

Zoho Pagesense Resources

New to Zoho TeamInbox?

Zoho TeamInbox Resources

Zoho DataPrep Resources

New to Zoho DataPrep?

Access Zoho DataPrep

Zoho CRM Plus Resources

Zoho Books Resources

Zoho Subscriptions Resources

Zoho Projects Resources

Zoho Sprints Resources

Qntrl Resources

Zoho Creator Resources

Zoho CRM Resources

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

Design. Discuss. Deliver.

Create visually engaging stories with Zoho Show.

Get Started Now

Zoho Show Resources

Writer

Get Started. Write Away!

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

Start Writing

Zoho CRM コンテンツ

その他のサービスコンテンツ

Zoho Campaigns
Zoho サービスのWebセミナー

Nederlandse Hulpbronnen

ご検討中の方

Recent Topics
[SOLVED] Getting 401 when trying to download ticket attachment via API
I'm able to use the API just fine to access ticket content. But I cannot download ticket attachment, keep getting 401 Client Error. Example: https://desk.zoho.com.au/api/v1/tickets/{ticket_id}/attachments/{attachment_id}/content?orgId={org_id} For headers,
Zoho project – Workdrive integration.
Hello everyone, I was wondering something, we did the Zoho projects integration with Zoho Workdrive but nowhere during this integration we could set the location of the folders that would be automatically created in Workdrive. As I understand it, it creates
Scriptを埋め込みたくてOn User Inputを探しているのですが・・・
編集モードで、Scriptを埋め込みたい項目を選択し、「項目のプロパティ」パネルで、その下のほうに「フィールドアクション（Field Actions）」という見出しがあると聞いたのですが、そもそも、それが見つかりません。そのために、On User Inputなどのイベントが選べません。画面の英語を日本語に訳しているためにわけわからん状態になっているのかも知れませんが、わかる方、いらっしゃいますか？
Problem with cloud query exceeded
When making a call I get this error, It is associated with a function in node that calls external APIs This is the code //tokenConsultar = thisapp.ObtenerToken(); //input.token = tokenConsultar.get("output").toMap().get("token");
Showing Total of Funnel Chart Legend (With Values) Items
Hi, We are using the funnel type chart for displaying our zCRM sales pipeline stages and associated sum of deals in each stage. We have configured the legend to show the associated value (Deal Amount (Sum)) for each stage adjacent to the legend items (Stages). Is there a way to display the total of the values in the same chart? For example, at the bottom of the legend or maybe as a #merge placeholder in the legend title?
How to Convert VCF Contacts to CSV using Excel
Many users switch from traditional address books to digital formats like vCard and CSV. These formats allow users to easily manage their contacts. However, a difficulty comes when you need to transfer your contact information to another application or
Field authorization for Linking module in Zoho CRM portal
Hi guys! Currently building a customer portal for one of my clients, and I ran into a bit of a roadblock while using a multi-select lookup field. The issue is that there is no way to hide or define access in the linking module created by this multi-select
Kaizen #63 - Layout Rules in Zoho CRM
Hello and welcome to another week of Kaizen! This week, we will be discussing Layout Rules in Zoho CRM. If you need to modify the layout of a module based on user inputs, or to show or hide sections based on the value of a specific field, we have got
Zoho CRM Portals - allow access per account
Hello all, I am trying to set up a portal for our customer but I seem to be hitting an obstacle and I am not sure if it is my problem or a limitation in the software. So basically the way I understand the portal Contact Email > Each Record or Related
Android - Writer não acentua em Português com teclado bluetooth
Gosto muito do Zoho, tanto o Note quando o Writer. Infelizmente, o Writer sofre de um problema sério: ao usar um teclado bluetooth, forma mais cômoda de lidar com um processador de texto, os acentos (todos!) da Língua Portuguesa não são aceitos. Todos
Set File Upload fields as mandatory
Currently the CRM for some reason lacks the ability to set a file upload field as mandatory So we have an issue We have a requirement that before a Deal stage is set as Deal is Won the member needs to upload a file Now for some weird reason in Zoho I
Editing HTML in Zoho CRM Email Template
I am trying to create a template within the CRM email option, but need to be able to use custom HTML. There does not seem to be a way to do so.
Ability to CC on a mass email
Ability to CC someone on a mass email.
How to make attachments mandatory
I want the user to be unable to mark an opportunity as Closed – Won if it doesn’t have any attachments. I’ve already tried client scripts and functions, but nothing worked.
SLA Ticket Report
From data to decisions: A deep dive into ticketing system reports Service level agreement (SLA) ticket reports in a help desk system are crucial for ensuring that services are delivered according to established commitments. They help maintain accountability
Zoho Backstage - PCI Compliance / Web Security
I have a couple of questions related to Backstage and payment processing.... 1. my purchasing division is not giving approval to use Backstage yet because of some security issues. In order for us to take payments via a payment gateway like Authorize.net
Zoho Tables August 2025 Update: Faster and Smoother
We’ve been working behind the scenes to make Zoho Tables faster, lighter, and more reliable. Here are the highlights: Faster Response Times Optimised the way responses are generated. Reduced memory consumption by 20–25%, leading to smoother performance
Video Upload from app says "unsupported aspect ratio" but is verified to be correct.
I and my social media person are experiencing a problem where Social will not accept video uploads to Instagram. The error we receive is "unsupported aspect ratio" but looking directly at the file in question we see that the width and ratio both match
Disposable Email Addresses
Dear zMail Team, Can you also bring out a few disposable email addresses for each accounts? That way occasional registrations and imminent spam from them can be largely solved right? ---- Deepak Vasudevan http://thamizhththendral.blogspot.com/
Zoho sheet - Zoho expense
I want to schedule to create an expense using Zoho Sheet and flow. That is the EMI that I pay on a particular date to the bank and should be itemised, like principal and interest on the loan. Can someone help me in this regard??
Ability to configure a schedule/shift for each user and/or crew in Zoho FSM
Hello, In our team of Field Agents, we have different shifts. Some field agent always work from 7:00 AM to 4:00 PM while others work the evening shift like 4:00 PM to 11:00 PM. Sometime shift are on weekdays only or on weekend. It would be great to be
Free webinar: Streamlining customer service paperwork with the Zoho Sign extension for Zoho Desk
Hello Everyone! Have you been wondering about bridging the gap between digitised customer service and business paperwork? Join our free webinar to learn how you can do this by connecting Zoho Sign, our digital signature app, with Zoho Desk, our online
Zoho Books | Product updates | July 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in Zoho
Mail Search should allow grouping by conversation like Gmail.
Having switched from gmail I have found the search function hard to use. Mostly because mail is not grouped by conversation in search. If I search for a word when looking for a conversation had with someone then sometimes 10 emails will come up from the
Improve Zoho Learn updated article notifications
I noticed today while updating an article, that the notification users get says "[User Name] has published article [Article Name]..." My feedback to the product team is that it would be really helpful for an end user, if the system notification differentiated
Safari Support
Safari, the world's second largest browser, zoho desk does not officially or fully support. That needs to change.
Can I get images from an "Image Upload" field in a webhook?
I want to send images from 2 "image upload" fields via a webhook. Is this possible?
Ticket closure notification - all contacts cc'd on email thread
Hello, If a client sends an email to our service desk and cc's in other people that work at the same company - so that they are in the loop of the service request. When the we close the ticket, only the ticket owner (person who emailed us - which created
Inactive account cleanup policy for Zoho Sign
Zoho Sign reserves the right to delete accounts that are license free and inactive for more than 120 days. The account deletion will be initiated only after the user receives prior email notice about possible data deletion and how to backup the data.
Missde API documentation for Sales Receipt
Hi! I noticed that the Sales Receipt endpoint is not currently listed in your API documentation (https://www.zoho.com/books/api/v3/introduction/). Could you please provide any available temporary documentation for this endpoint, along with a detailed
Multi-currency in Zoho CRM Forecast and Reports
As a company we have branches in 4 different countries with as many different currencies. Our Sales Teams would like to work with their local currency as much as possible. The Forecast module using only 1 currency is practically usable only by the sales
How to select from pricebook when creating a salesorder or quote
I am creating a sales order and when selecting the Products I do not see any where to select from pricebooks. How do i associate this to my orders?
Proposal for Creating a Unique "Address" Entity in Zoho FSM
The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it provides
Automatic Matching from Bank Statements / Feeds
Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
I cannot find my older documents from 2024 and 2023
I cannot find my older documents from 2024 and 2023.
System default SLA descriptions can't be modified
The system default SLAs have identical descriptions for all SLA levels, but their settings differ. However, I am facing an issue where I cannot modify these descriptions and save the changes. The content of the description box can be edited but the changes
Customising Help Center
Hi I don't think it is possible to add custom pages to help center? We'd like to use this as a customer portal with support tickets, FAQ/Guides, Billing and contracts. Is there any plans to add a feature like this or an alternative way to do it other
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
Ticket Approvals - External Users
The ticket approval option - we need to be able to select external users (Contacts) for approvals. Sometimes we are working with an end user and their boss needs to approve a purchase. For example, working with a cashier on a broken cash register and
Force Users to Ask Answer Bot a question... First
End users will always skip talking to a bot. It would be nice if Zoho adopted the standard and forced users to first ask a question to answer bot (or zia in some fashion) and then pass to the agent if it wasn't answered. Options to force the user to speak
Next Page

Extension Pointers for Integrating Zoho CRM with Zoho services #2: Handle and manage your Zoho CRM cases efficiently by integrating Zoho Projects and associating cases with tasks

Extension Pointers for Integrating Zoho CRM with Zoho services #2: Handle and manage your Zoho CRM cases efficiently by integrating Zoho Projects and associating cases with tasks

Access your files securely from anywhere

Zoho Developer Community

Use cases

eBooks

Videos

Webinar

France ZUGs

Topic Participants

Nanditha Somasundaram Somasundaram

Sticky Posts

Kaizen #197: Frequently Asked Questions on GraphQL APIs

Kaizen #198: Using Client Script for Custom Validation in Blueprint

Celebrating 200 posts of Kaizen! Share your ideas for the milestone post

Kaizen #193: Creating different fields in Zoho CRM through API

Client Script | Update - Introducing Commands in Client Script!

Zoho TeamInbox Resources

Zoho CRM Plus Resources

Zoho Books Resources

Zoho Subscriptions Resources

Zoho Projects Resources

Zoho Sprints Resources

Qntrl Resources

Zoho Creator Resources

Zoho CRM Resources

Zoho Show Resources

Get Started. Write Away!

その他のサービス コンテンツ

Nederlandse Hulpbronnen

ご検討中の方

Recent Topics

[SOLVED] Getting 401 when trying to download ticket attachment via API

Zoho project – Workdrive integration.

Scriptを埋め込みたくてOn User Inputを探しているのですが・・・

Problem with cloud query exceeded

Showing Total of Funnel Chart Legend (With Values) Items

How to Convert VCF Contacts to CSV using Excel

Field authorization for Linking module in Zoho CRM portal

Kaizen #63 - Layout Rules in Zoho CRM

Zoho CRM Portals - allow access per account

Android - Writer não acentua em Português com teclado bluetooth

Set File Upload fields as mandatory

Editing HTML in Zoho CRM Email Template

Ability to CC on a mass email

How to make attachments mandatory

SLA Ticket Report

Zoho Backstage - PCI Compliance / Web Security

Zoho Tables August 2025 Update: Faster and Smoother

Video Upload from app says "unsupported aspect ratio" but is verified to be correct.

Disposable Email Addresses

Zoho sheet - Zoho expense

Ability to configure a schedule/shift for each user and/or crew in Zoho FSM

Free webinar: Streamlining customer service paperwork with the Zoho Sign extension for Zoho Desk

Zoho Books | Product updates | July 2025

Mail Search should allow grouping by conversation like Gmail.

Improve Zoho Learn updated article notifications

Safari Support

Can I get images from an "Image Upload" field in a webhook?

Ticket closure notification - all contacts cc'd on email thread

Inactive account cleanup policy for Zoho Sign

Missde API documentation for Sales Receipt

Multi-currency in Zoho CRM Forecast and Reports

How to select from pricebook when creating a salesorder or quote

Proposal for Creating a Unique "Address" Entity in Zoho FSM

Automatic Matching from Bank Statements / Feeds

I cannot find my older documents from 2024 and 2023

System default SLA descriptions can't be modified

Customising Help Center

Replies sometimes creating separate ticket

Ticket Approvals - External Users

Force Users to Ask Answer Bot a question... First

Next Page

その他のサービスコンテンツ