InvokeURL butchering JSON for OpenAI API calls
My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this to a list of known schools from a public database that has both a standardized school name, address, phone number, and other data about the school (along with a unique identifier) stored in our org's Zoho Analytics database.
To accomplish this, we are trying to leverage OpenAI's API to find a "best match" of the unique ID. When a school is created in our system, I am getting the "State", "Zip", and entered school name. This runs a query in Zoho Analytics to return batches of 250 schools in that state at a time (to avoid API size problems), and runs this through OpenAI to find which in each batch is the closest match to what was entered, and saves that to a new array. This repeats for all schools in the state, then afterwards runs the set of "winners" through OpenAI one more time to get the best overall winner.
The problem is our API call to OpenAI - it continually returns
{"error":{"message":"We could not parse the JSON body of your request. (HINT: This likely means you aren't using your HTTP library correctly. The OpenAI API expects a JSON payload, but what was sent was not valid JSON. If you have trouble figuring out how to fix this, please contact us through our help center at help.openai.com.)","type":"invalid_request_error","param":null,"code":null}}
I verified several times that my JSON body is indeed correct. I also have alternated between using "parameters" and "body", and various ways to stringify the payload - none of which have any improvement. Recommendations from ChatGPT believe that regardless of me specifying "content-type: application/json", it is still mangling the payload.
The worst part is - this actually worked just fine until last night (October 17, 2025), sometime around 5pm. I had been running the version of the script below to back-fill our existing school database, which had been calling this API every 45 seconds for a couple days without any errors. OpenAI insists they have not changed anything on their end, and zoho insists the same on theirs. Any help would be appreciated.
string standalone.SetSchoolAddressAPI()
{
PAGE_SIZE = 250;
random = randomNumber(1,50);
school = zoho.crm.searchRecords("Schools","(NCES_School_ID:equals:99)",1,random);
st_school_id = school.get(0).get("id");
info st_school_id;
school = zoho.crm.getRecordById("Schools",st_school_id);
school_name = ifnull(school.get("Name"),"");
acc_id = null;
if(school.containsKey("Account") && school.get("Account") != null && school.get("Account").containsKey("id"))
{
acc_id = school.get("Account").get("id");
}
account = Map();
if(acc_id != null)
{
account = zoho.crm.getRecordById("Accounts",acc_id);
}
account = ifnull(account,Map());
school_zip = ifnull(school.get("Zip"),account.get("Billing_Code"));
school_state = ifnull(school.get("State"),account.get("Billing_State"));
target_name = ifnull(school_name,"");
state_input = ifnull(school_state,"");
zip_input = ifnull(school_zip,"");
/***** --- Enforce state presence & normalize --- *****/
if(state_input == null || state_input == "")
{
update_map = Map();
update_map.put("NCES_School_ID",null);
update_map.put("Country","");
update_map.put("State",school_state);
zoho.crm.updateRecord("Schools",st_school_id,update_map);
return "No state on record; aborting NCES match.";
}
state_input = state_input.trim();
/***** === Zoho Analytics fixed config (unchanged) === *****/
workspace_name = "Zoho CRM Analytics";
view_name = "NCES Schools";
owner_email = "xxx";
ws_enc = zoho.encryption.urlEncode(workspace_name);
view_enc = zoho.encryption.urlEncode(view_name);
endpoint = "https://analyticsapi.zoho.com/api/" + owner_email + "/" + ws_enc + "/" + view_enc;
/***** === Step 1: Count rows by state === *****/
state_esc = state_input.replaceAll("'","''");
count_sql = "select count(*) as total_count from \"" + view_name + "\" where \"State\"='" + state_esc + "'";
count_params = Map();
count_params.put("ZOHO_ACTION","EXPORT");
count_params.put("ZOHO_OUTPUT_FORMAT","JSON");
count_params.put("ZOHO_SQLQUERY",count_sql);
count_params.put("ZOHO_API_VERSION","1.0");
count_resp = invokeurl
[
url :endpoint
type :POST
parameters:count_params
connection:"zoho_analytics_conn"
];
total_count = 0;
// First try KV shape: {"data":[{"total_count":"10398"}]}
if(count_resp != null && count_resp.containsKey("data") && count_resp.get("data") != null && count_resp.get("data").size() > 0)
{
tc_raw = count_resp.get("data").get(0).get("total_count");
if(tc_raw != null)
{
total_count = tc_raw.toLong();
}
}
else
{
// Fallback to rows shape:
// {"response":{"result":{"column_order":["total_count"],"rows":[["10398"]]}}}
if(count_resp != null && count_resp.containsKey("response"))
{
resp_obj = count_resp.get("response");
if(resp_obj != null && resp_obj.containsKey("result"))
{
result_obj = resp_obj.get("result");
if(result_obj != null && result_obj.containsKey("rows"))
{
rows_list = result_obj.get("rows");
if(rows_list != null && rows_list.size() > 0)
{
first_row = rows_list.get(0);
// rows are arrays, so first cell holds the count as string
if(first_row != null && first_row.size() > 0)
{
tc_raw2 = first_row.get(0);
if(tc_raw2 != null)
{
total_count = tc_raw2.toLong();
}
}
}
}
}
}
}
/***** === Step 2: Build list of page indexes (Deluge compliant, no while) === *****/
page_map = list();
num_pages = (total_count / PAGE_SIZE).toLong();
if(total_count % PAGE_SIZE > 0)
{
num_pages = num_pages + 1;
}
// use nested for-each loops over a fixed dummy list to reach num_pages
dummy = list();
for each d in {"a","b","c","d","e","f","g","h","i","j"}
{
// outer loop (10×)
for each e in {"1","2","3","4","5","6","7","8","9","10"}
{
// inner loop (10×)
if(page_map.size() < num_pages)
{
page_map.add(page_map.size());
}
}
}
/***** === Step 3: For each page, fetch candidates and pick a batch winner via OpenAI === *****/
batch_winners = list();
for each p in page_map
{
offset_val = p * PAGE_SIZE;
sql_batch = "select \"State\",\"School Name\",\"NCES School ID\",\"Zip\"" + "from \"" + view_name + "\" where \"State\"='" + state_esc + "' " + "limit " + PAGE_SIZE.toString() + " offset " + offset_val.toString();
params = Map();
params.put("ZOHO_ACTION","EXPORT");
params.put("ZOHO_OUTPUT_FORMAT","JSON");
params.put("ZOHO_API_VERSION","1.0");
params.put("KEY_VALUE_FORMAT","true");
params.put("ZOHO_SQLQUERY",sql_batch);
count_params.put("ZOHO_API_VERSION","1.0");
resp_batch = invokeurl
[
url :endpoint
type :POST
parameters:params
connection:"zoho_analytics_conn"
];
/***** Parse candidates safely no matter the response shape *****/
candidates = list();
if(resp_batch != null)
{
// Case 1: Key-value format (normal Zoho Analytics JSON)
if(resp_batch.containsKey("data") && resp_batch.get("data") != null)
{
candidates = resp_batch.get("data");
}
// Case 2: Nested "response" > "result" > "rows" format
else if(resp_batch.containsKey("response"))
{
resp_obj = resp_batch.get("response");
if(resp_obj != null && resp_obj.containsKey("result"))
{
result_obj = resp_obj.get("result");
if(result_obj != null && result_obj.containsKey("rows"))
{
rows_list = result_obj.get("rows");
// convert matrix rows into list of maps for consistency
for each row_item in rows_list
{
row_map = Map();
// optional: if you have column_order, map by index
if(result_obj.containsKey("column_order"))
{
cols = result_obj.get("column_order");
idx = 0;
for each col in cols
{
if(row_item.size() > idx)
{
row_map.put(col,row_item.get(idx));
}
idx = idx + 1;
}
}
candidates.add(row_map);
}
}
}
}
}
if(candidates.isEmpty())
{
info "No candidates found for this page (state=" + state_input + ")";
continue;
}
/***** Build compact OpenAI prompt for this batch *****/
cand_lines = "";
for each c in candidates
{
id_short = ifnull(c.get("NCES School ID"),"");
name_short = ifnull(c.get("School Name"),"");
if(name_short != null && name_short.length() > 60)
{
name_short = name_short.substring(0,60);
}
zip_short = ifnull(c.get("Zip"),"");
if(zip_short != null && zip_short.length() > 10)
{
zip_short = zip_short.substring(0,10);
}
delimiter = "###";
// define this once before the loop if not already defined
record_sep = " || ";
// separates candidate rows, readable and single-line
cand_lines = cand_lines + id_short + "|" + name_short + "|" + zip_short + record_sep;
}
// === Build simplified OpenAI request (no line breaks) ===
prompt = "TARGET=" + target_name + "|" + zip_input + delimiter + "CANDIDATES=" + cand_lines + delimiter + "Return ONLY JSON {\"nces_school_id\": string|null, \"confidence\": number}";
messages = List();
messages.add({"role":"system","content":"Match the user-entered school to the best NCES candidate using NAME similarity and ZIP proximity. The delimiter is " + delimiter + "."});
messages.add({"role":"user","content":prompt});
req_body = Map();
req_body.put("model","gpt-4o-mini");
req_body.put("temperature",0);
req_body.put("messages",messages);
ai_resp = invokeurl
[
url :"https://api.openai.com/v1/chat/completions"
type :POST
parameters:req_body.toString()
connection:"openai_custom"
];
// ========== Step 4: Inspect result ==========
best_id = "";
best_conf = 0.0;
raw_content = ai_resp.get("choices").get(0).get("message").get("content");
// Remove markdown fences if present
cleaned = raw_content.replaceAll("(?s)```json|```","").trim();
parsed = cleaned.toMap();
school_id = parsed.get("nces_school_id");
confidence = parsed.get("confidence");
for each c in candidates
{
if(c.get("NCES School ID") == school_id)
{
if(confidence > 0.8)
{
//do not put low-confidence candidates in the winner batch
c.put("confidence",confidence);
batch_winners.add(c);
break;
}
}
}
}
/***** === Step 4: Final round — pick overall best among batch winners === *****/
if(batch_winners.size() == 0)
{
update_map = Map();
update_map.put("NCES_School_ID",null);
update_map.put("Country","");
update_map.put("State",school_state);
zoho.crm.updateRecord("Schools",st_school_id,update_map);
info "No candidates found for state=" + state_input;
}
winner_lines = "";
for each w in batch_winners
{
id_short = ifnull(w.get("NCES School ID"),"");
name_short = ifnull(w.get("School Name"),"");
if(name_short != null && name_short.length() > 60)
{
name_short = name_short.substring(0,60);
}
zip_short = ifnull(w.get("Zip"),"");
if(zip_short != null && zip_short.length() > 10)
{
zip_short = zip_short.substring(0,10);
}
delimiter = "###";
// define this once before the loop if not already defined
record_sep = " || ";
// separates candidate rows, readable and single-line
winner_lines = winner_lines + id_short + "|" + name_short + "|" + zip_short + record_sep;
}
// === Build simplified OpenAI request (no line breaks) ===
prompt = "TARGET=" + target_name + "|" + zip_input + delimiter + "CANDIDATES=" + winner_lines + delimiter + "Return ONLY JSON {\"nces_school_id\": string|null, \"confidence\": number}";
messages = List();
messages.add({"role":"system","content":"Match the user-entered school to the best NCES candidate using NAME similarity and ZIP proximity. The delimiter is " + delimiter + "."});
messages.add({"role":"user","content":prompt});
req_body = Map();
req_body.put("model","gpt-4o-mini");
req_body.put("temperature",0);
req_body.put("messages",messages);
final_ai = invokeurl
[
url :"https://api.openai.com/v1/chat/completions"
type :POST
parameters:req_body.toString()
connection:"openai_custom"
];
selected_nces = "";
confidence = 0.0;
contentText = final_ai.get("choices").get(0).get("message").get("content");
// Step 2: Sanitize it — remove code block markers and trim spaces/newlines
cleanText = contentText.replaceAll("```json","");
cleanText = cleanText.replaceAll("```","");
cleanText = cleanText.trim();
// Step 3: Parse the cleaned string as JSON
contentJSON = cleanText.toMap();
// Step 4: Extract the NCES/NCAS ID
selected_nces = contentJSON.get("nces_school_id");
/***** === Step 5: Find selected record and update CRM (unchanged) === *****/
/***** === Step 2: Fetch single row by NCES School ID === *****/
row_sql = "select \"NCES School ID\", \"Website\", \"Address\", \"Address 2\", \"City\", \"State\", \"Zip\", \"Phone\", \"Grade Level\" " + "from \"" + view_name + "\" " + "where \"NCES School ID\" = '" + selected_nces + "' " + "limit 1";
row_params = Map();
row_params.put("ZOHO_ACTION","EXPORT");
row_params.put("ZOHO_OUTPUT_FORMAT","JSON");
row_params.put("ZOHO_SQLQUERY",row_sql);
row_params.put("ZOHO_API_VERSION","1.0");
row_resp = invokeurl
[
url :endpoint
type :POST
parameters:row_params
connection:"zoho_analytics_conn"
];
/***** === Step 3: Parse response and assign variables === *****/
nces_id_final = "";
Website_final = "";
Address_final = "";
Address2_final = "";
City_final = "";
State_final = "";
Zip_final = "";
Phone_final = "";
Grade_final = "";
// First check for JSON KV structure
if(row_resp != null && row_resp.containsKey("data") && row_resp.get("data") != null && row_resp.get("data").size() > 0)
{
row_data = row_resp.get("data").get(0);
nces_id_final = selected_nces;
Website_final = ifnull(row_data.get("Website"),"");
Address_final = ifnull(row_data.get("Address"),"");
Address2_final = ifnull(row_data.get("Address 2"),"");
City_final = ifnull(row_data.get("City"),"");
State_final = ifnull(row_data.get("State"),"");
Zip_final = ifnull(row_data.get("Zip"),"");
Phone_final = ifnull(row_data.get("Phone"),"");
Grade_final = ifnull(row_data.get("Grade Level"),"");
}
else
{
// Fallback for "rows" format
if(row_resp != null && row_resp.containsKey("response"))
{
resp_obj = row_resp.get("response");
if(resp_obj != null && resp_obj.containsKey("result"))
{
result_obj = resp_obj.get("result");
if(result_obj != null && result_obj.containsKey("rows"))
{
rows_list = result_obj.get("rows");
if(rows_list != null && rows_list.size() > 0)
{
first_row = rows_list.get(0);
if(first_row != null && first_row.size() >= 9)
{
nces_id_final = ifnull(first_row.get(0),"");
Website_final = ifnull(first_row.get(1),"");
Address_final = ifnull(first_row.get(2),"");
Address2_final = ifnull(first_row.get(3),"");
City_final = ifnull(first_row.get(4),"");
State_final = ifnull(first_row.get(5),"");
Zip_final = ifnull(first_row.get(6),"");
Phone_final = ifnull(first_row.get(7),"");
Grade_final = ifnull(first_row.get(8),"");
}
}
}
}
}
}
country = "USA";
if(isNull(State_final))
{
country = "";
}
update_map = Map();
update_map.put("NCES_School_ID",nces_id_final);
update_map.put("School_Website",Website_final);
update_map.put("Address",Address_final);
update_map.put("Address_2",Address2_final);
update_map.put("City",City_final);
update_map.put("State",State_final);
update_map.put("Zip",Zip_final);
update_map.put("School_Phone",Phone_final);
update_map.put("Grade_Level",Grade_final);
update_map.put("Country",country);
update_rec = zoho.crm.updateRecord("Schools",st_school_id,update_map);
info st_school_id + " Updated";
/***** === Diagnostics === *****/
diag = Map();
diag.put("school_id",st_school_id);
diag.put("selected_nces_school_id",nces_id_final);
diag.put("model_confidence",confidence);
used_fallback = false;
if(selected_nces == "" || selected_nces == null)
{
used_fallback = true;
}
diag.put("used_fallback",used_fallback);
return diag.toString();
}
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Kevin Smith
Sunderjan Siddharth
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 thisKaizen #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 howKaizen #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
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Feature Reqeust - Include MPN In Selectable FIelds
I have noticed that the MPN is not available to show in the list view of Items. Please consider adding it as EAN, UPC and ISBN are all available, so it doesn't make much sense to exclude this similar option. Thanks for considering my feedback.Feature Request - Option To Hide Default System Fields on Items
Hi Zoho Inventory Team, As far as I know it is not possible to hid some of the defult system fields on Items, such as UPC, MPN, EAN, ISBN. A good use case is that in many cases ISBN is not relevant and it would be an improved user experience if we couldMaking an email campaign into a Template
I used a Zoho Campaign Template to create an email. Now I want to use this email and make it a new template, but this seems to be not possible. Am I missing something?Campaigns does not work!
I am running into so many problems trying to use Zoho Campaigns, that I am seriously considering dropping the app from my (shrinking) list of Zoho applications I actually use. Apart from having to fight the software trying to create a design and email,Feature Request - Make Available "Alias Name" Field In Item List View
Hi Zoho Inventory Team, I have noticed that the "Alias Name" field does not appear on the list of selectable columns in the Customise Columns feature in the Items module. This would be very useful to see for businesses who are using the Alias Name fieldproduct name field issue-n8n
Hey guys, I have a question. I want to create a new product using the workflow. The problem is with the product name field; I don't know how to fill it in. The workflow starts with retrieving information from the leads table, retrieving links to scrapeUnable to produce monthly P&L reports for previous years
My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot createHow to filter Packages in zoho inventory api
Hi Team, I want to perform some tasks in a schedular on the packages which are in "Shipped" state. I tried to use filter_by in my api call but in return I get response as {"code":-1,"message":"Given filter is not configured"} My Api request is as followsCRM
Is anyone else experiencing this issue? Our company is not moving out of using Gmail's web app. It just has more features and is a better email program than Zoho Mail. Gmail has an extension (Zoho CRM for Gmail) that we're using but we've found some seriousSyncing with Google calendar, Tasks and Events
Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planningHow can i view "Child" Accounts?
It can be very useful in our field of business to know the parent-child account relationship. However, there seems to be a shortcoming in the parent account view: no child account list. How can we view the child accounts per each account?Ability to assign Invoice Ownership through Deluge in FSM
Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. ThisEasily perform calculations using dates with the new DATEDIF function
Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:Adding Comments Using Workflows - How to Change User Attributed
We have worklflows in Desk where a comment is added to a ticket based on certain criteria. It seems that the comment added is always attributed to the user who last edited the workflow. This does not make sense for us because: - It's misleading to otherAdd 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,Conect chat of salesiq with zoho cliq
Is there any way to answer from zoho cliq the chat of salesiq initiated by customers?Les dernières avancées en saisie de données et collaboration
Après une année dédiée à la recherche et au développement, notre équipe est prête à dévoiler des améliorations majeures pour Zoho Sheet. Ces nouveautés seront lancées par étapes afin d’en assurer une prise en main optimale. Nous commençons avec des fonctionnalitésRich Text For Notes in Zoho CRM
Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By usingImplement Meeting Polls in Zoho Bookings
Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement related to appointment scheduling within Zoho Bookings. Current Functionality: Zoho Bookings excels at streamlining individual appointment scheduling. Users can set availabilityService Account Admin for API Calls and System Actions
Hello, I would like to request the addition of a Service Account Admin option in Zoho product. This feature would allow API calls and system actions to be performed on behalf of the system, rather than an active user. Current Issue: At present, API callsPlease can the open tasks be shown in each customer account at the top.
Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this featureHow to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?
Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.Send Whatsapp with API including custom placeholders
Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order numberAdd Israel & Jewish Holidays to Zoho People Holidays Gallery
Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the sameZO25: The refreshed, more unified, and intelligent OS for business
Hello all, Greetings from Zoho One! 2025 has been a remarkable year, packed with new features that will take your Zoho One experience to the next level! From sleek, customizable dashboards to an all-new action panel for instant task management, we’veIntroducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments
We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,[Product Update] Locations module migration in Zoho Books integration with Zoho Analytics
Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho BooksIntroducing Schedules for smarter availability management
Greetings from the Zoho Bookings team! We’re excited to introduce Schedules, a powerful enhancement to manage availability across your workspace. Schedules are reusable working-hour templates that help you define and maintain consistent availability acrossWhy Zoho Contracts Prefers Structured Approvals Over Ad-hoc Approvals
Approvals are one of the most important stages in a contract’s lifecycle. They determine whether a contract moves forward, gets revised, or needs further discussion. The approval process also defines accountability within the organization. Zoho ContractsWhatsapp Connection Status still "Pending" after migration
Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?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 thisHow to Filter timewise question to check uploaded one month or two months before in these community question ?
i want to find the question that is asked some month or before any particular year, so how can i filter it ?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 providesWorkflow Down/Bug
We have a workflow that sends an email to one of our internal departments 10 minutes after a record is created in a custom module. The workflow actually works correctly. However, we have now noticed that on January 8, between 3:55 p.m. and 4:33 p.m.,Service Locations: Designed for Shared Sites and Changing Customers
Managing service addresses sounds simple—until it isn’t. Large facilities, shared sites, and frequently changing customers can quickly turn address management into an operational bottleneck. This is where Service Locations deliver clarity and control.Can I re-send the Customer Satisfaction Survey after a ticket closure?
Hello, Some customers does not answer the survey right after closure, is it possible to re-send after a few days or weeks? Best Regards!Filter contacts based on selected category in Zoho Desk ticket
Hello community, I’m setting up the Tickets module in Zoho Desk and I need help implementing the following: When a category is selected in a ticket, I want the Contact field to be filtered so that it only displays contacts that are related to that category.Assign Income to Project Without Invoice
Hello, Fairly new user here so apologies if there is a really obvious solution here that I am just missing... I have hundreds of small deposits into a bank account that I want to assign to a project but do not want to have to create an invoice every timeTracking Non-Inventory Items
We have several business locations and currently use zoho inventory to track retail items (sales and purchase orders). We were hoping to use zoho inventory to track our non-inventory items as well (toilet paper, paper towels, etc). I understand that weProfile Page View Customization
I need to change the fields, sections from the profile view of an emplyoyee.Next Page