Kaizen 213 - Workflow APIs - Part 1

Kaizen 213 - Workflow APIs - Part 1


Welcome to another week of Kaizen!

If you have ever managed complex business processes, you know that Workflows are the quiet backbone of any well-run business process. They keep things moving; assigning owners, sending alerts, keeping deals on track, and much more. But until now, you could not manage them via APIs. That changes with the release of Workflow APIs.

In this series, we will work through a real-world scenario together, showing you how to transition from manually managing workflows to governing them using APIs. We’ll look at Zylker Cloud Services, an IT solutions provider trying to bring order to its growing CRM automations.

The use case: Scaling the sales process at Zylker Cloud Services 

Zylker’s sales process touches multiple teams and modules like Leads, Deals, Calls, Appointments, etc. Over time, different team members created their own workflows. The result is familiar to anyone who has scaled fast:

  • Multiple versions of what should be the same process

  • Old, unused workflows still running.

Now, Zylker wants to bring structure and visibility to this automation sprawl. Their system administrators are building a custom admin dashboard to monitor and manage CRM workflows, without needing deep CRM expertise.

They want to:

  • Display a real-time list of all workflows with their status

  • Gain insights into workflow distribution across modules

  • Identify inactive or outdated workflows that may need cleanup.

However, the CRM UI only allows viewing one workflow at a time. There is no consolidated view to see all workflows, their triggers, and their status across modules. That makes auditing and governance tedious and error-prone, especially at scale.

This is exactly what the Workflow APIs solve. With this, they can:

  • Audit all existing workflows.

  • Review how and when they trigger.

  • Identify which modules and actions are supported before creating new rules or updating existing ones.

  • Update existing rules and create new rules.

  • Delete the rules that are no longer needed.

You can not build a dynamic admin dashboard or an automated audit system for Workflows through just clicks. But you can do this now, with Workflow APIs.

STEP 1: Discover and audit existing workflows

Before changing anything, we need to understand what we are working with. How many workflows do we have? What do they do? How many more can we create?

To get a complete inventory of Workflow rules, we can use the GET Workflow Rules API. This API returns a list of all the Workflow Rules configured for the CRM account.

Sample Request:

GET {api-domain}/crm/v8/settings/automation/workflow_rules

This initial audit acts like a master list, giving us an overall picture. It helps understand the scope of the automation landscape and identify obvious redundancies, like multiple workflows with similar names or purposes.

Sample Response:

{

    "workflow_rules": [

        {

            "created_time": "2024-01-15T14:20:30+05:30",

            "execute_when": {

                "details": {

                    "trigger_module": {

                        "api_name": "Deals",

                        "id": "4876876000000002181"

                    },

                    "repeat": false

                },

                "type": "create_or_edit"

            },

            "editable": true,

            "module": {

                "api_name": "Deals",

                "id": "4876876000000002181"

            },

            "deprecated": false,

            "deletable": true,

            "description": "Alert VP of Sales for high-value opportunities",

            "source": "crm",

            "created_by": {

                "name": "Matthew Mayers",

                "id": "4876876000001360001"

            },

            "last_executed_time": null,

            "modified_time": "2024-01-23T12:23:12+05:30",

            "name": "VP Alert - High Value Deal",

            "modified_by": {

                "name": "Matthew Mayers",

                "id": "4876876000001360001"

            },

            "lock": {

                "locked_by": null,

                "message": null,

                "status": false

            },

            "id": "4876876000016390024",

            "category": "default",

            "conditions": [

                {

                    "sequence_number": 1,

                    "instant_actions": {

                        "actions": [

                            {

                                "related_details": null,

                                "name": "VP notified",

                                "details": {

                                    "module": {

                                        "api_name": "Deals",

                                        "id": "4876876000000002181"

                                    }

                                },

                                "id": "4876876000016390063",

                                "type": "field_updates"

                            },

                            {

                                "related_details": {

                                    "best_time": true

                                },

                                "name": "High value deal alert",

                                "id": "4876876000016390015",

                                "type": "email_notifications"

                            }

                        ]

                    },

                    "scheduled_actions": [

                        {

                            "execute_after": {

                                "period": "business_days",

                                "unit": 1

                            },

                            "id": "4876876000016390074",

                            "actions": [

                                {

                                    "related_details": null,

                                    "name": "Confirm VP follow-up",

                                    "id": "4876876000016390067",

                                    "type": "tasks"

                                }

                            ]

                        }

                    ],

                    "criteria_details": {

                        "relational_criteria": {

                            "module_selection": null,

                            "criteria": null,

                            "module": null

                        },

                        "criteria": {

                            "group_operator": "AND",

                            "group": [

                                {

                                    "comparator": "equal",

                                    "field": {

                                        "api_name": "Amount",

                                        "id": "4876876000000002557"

                                    },

                                    "type": "value",

                                    "value": "50000"

                                },

                                {

                                    "comparator": "equal",

                                    "field": {

                                        "api_name": "Stage",

                                        "id": "4876876000000002565"

                                    },

                                    "type": "value",

                                    "value": "Negotiation/Review"

                                }

                            ]

                        }

                    },

                    "id": "4876876000016390025"

                }

            ],

            "status": {

                "active": true

            }

        },

        {

            "id": "4876876000012015001",

            "name": "Lead Assignment - North Region",

            "module": {"api_name": "Leads"},

            "status": {"active": true},

            "execute_when": {"type": "create"},

            "last_executed_time": "2025-10-14T11:56:20+05:30"

            // ... other keys omitted for brevity

        },

        {

            "id": "4876876000012020001",

            "name": "Lead Assignment - South Region",

            "module": {"api_name": "Leads"},

            "status": {"active": true},

            "execute_when": {"type": "create"},

            "last_executed_time": "2025-10-14T10:30:15+05:30"

            // ... other keys omitted for brevity

        }

        // ... additional workflows

    ],

    "info": {

        "per_page": 200,

        "count": 71,

        "page": 1,

        "more_records": false

    }

}


The response gives us a comprehensive overview of all configured workflows. For each rule, we get the metadata including its unique ID, name, description, the module it operates on, its activation status, and details about when it triggers. We also get audit information like creation timestamps and which user made changes.

Working with large results

When you have hundreds of workflows, pagination helps. The response includes an info object with pagination details:

  • count: The number of workflows on the current page

  • per_page: The maximum number of records per page (default and max is 200)

  • page: The current page number

  • more_records: Indicates if there are additional records to fetch.

If the more_records key is true, we can retrieve the next page by using the page parameter in the request.

While getting all workflows gives you the big picture, we may often want to focus on specific areas. This API offers several parameters to narrow down our search:

Parameter type

Description

module
string

Filters workflows by the primary module they operate on.

trigger_module
string

Filters by related modules that can trigger workflows. Use this when you want workflows that are triggered by changes in related records.
Note: Requires the module parameter.
For example: module=Leads&trigger_module=Notes - Get lead workflows triggered by note activities

execute_on
string

Filters by the specific action that triggers the workflow.
Note: Requires the module parameter.

status_active
Boolean

Filters by activation status to see only active or inactive workflows. Useful for audits and cleanup operations.

filter
string

Searches workflows by name using a JSON filter.
Note: The value of this parameter must be URL-encoded.

page
integer

Specifies which page of results to return. Use this for pagination when you have a large number of workflows.

per_page
integer

Limits the number of workflows returned per page. The default and maximum value is 200.

sort_by
string

Sorts the workflows based on a specific field. The only supported value is modified_time.

sort_order
string

Sorts the workflows in ascending (asc) or descending (desc) order.

include_inner_details
string

Includes the inner details like conditions and actions of the workflows in the response.
Note: Requires the module parameter.

 

For example, to find all active lead workflows containing "Assignment" in their name, use:

https://www.zohoapis.com/crm/v8/settings/automation/workflow_rules?module=Leads&status_active=true&filter={"field":{"api_name":"name"},"comparator":"contains","value":"Assignment"}

 

Here is the API-call-ready version of the same, after URL encoding the filter value:


Now, if you inspect the response closely, you can see that we have two similar workflows: "Lead Assignment - North Region" and "Lead Assignment - South Region." And there is also an older workflow named "VP Alert - High Value Deal."

This workflow was created almost a year ago by a former team member, and it has not been modified for a long time. Is it still relevant? What exactly does it do? What criteria define a "high-value deal," and who exactly gets notified?

To answer these questions and understand the workflow's complete logic, we must examine it closely using the Get a Workflow API. This API returns the full configuration including all conditions, criteria thresholds, and specific actions for an individual workflow.

STEP 2: Inspect a single workflow using Get a Workflow API

Sample Request:

GET {api-domain}/crm/v8/settings/automation/workflow_rules/4876876000016390024

Here, 4876876000016390024 is the unique ID of the Workflow rule whose details we want to fetch, obtained from the response of Get all Workflows API.

Sample Response:

{

    "workflow_rules": [

        {

            "created_time": "2024-01-15T14:20:30+05:30",

            "execute_when": {

                "details": {

                    "trigger_module": {

                        "api_name": "Deals",

                        "id": "4876876000000002181"

                    },

                    "repeat": false

                },

                "type": "create_or_edit"

            },

            "editable": true,

            "module": {

                "api_name": "Deals",

                "id": "4876876000000002181"

            },

            "deprecated": false,

            "deletable": true,

            "description": "Alert VP of Sales for high-value opportunities",

            "source": "crm",

            "created_by": {

                "name": "Matthew Mayers",

                "id": "4876876000001360001"

            },

            "last_executed_time": null,

            "modified_time": "2024-01-23T12:23:12+05:30",

            "name": "VP Alert - High Value Deal",

            "modified_by": {

                "name": "Matthew Mayers",

                "id": "4876876000001360001"

            },

            "lock": {

                "locked_by": null,

                "message": null,

                "status": false

            },

            "id": "4876876000016390024",

            "category": "default",

            "conditions": [

                {

                    "sequence_number": 1,

                    "instant_actions": {

                        "actions": [

                            {

                                "related_details": null,

                                "name": "VP notified",

                                "details": {

                                    "module": {

                                        "api_name": "Deals",

                                        "id": "4876876000000002181"

                                    }

                                },

                                "id": "4876876000016390063",

                                "type": "field_updates"

                            },

                            {

                                "related_details": {

                                    "best_time": true

                                },

                                "name": "High value deal alert",

                                "id": "4876876000016390015",

                                "type": "email_notifications"

                            }

                        ]

                    },

                    "scheduled_actions": [

                        {

                            "execute_after": {

                                "period": "business_days",

                                "unit": 1

                            },

                            "id": "4876876000016390074",

                            "actions": [

                                {

                                    "related_details": null,

                                    "name": "Confirm VP follow-up",

                                    "id": "4876876000016390067",

                                    "type": "tasks"

                                }

                            ]

                        }

                    ],

                    "criteria_details": {

                        "relational_criteria": {

                            "module_selection": null,

                            "criteria": null,

                            "module": null

                        },

                        "criteria": {

                            "group_operator": "AND",

                            "group": [

                                {

                                    "comparator": "equal",

                                    "field": {

                                        "api_name": "Amount",

                                        "id": "4876876000000002557"

                                    },

                                    "type": "value",

                                    "value": "50000"

                                },

                                {

                                    "comparator": "equal",

                                    "field": {

                                        "api_name": "Stage",

                                        "id": "4876876000000002565"

                                    },

                                    "type": "value",

                                    "value": "Negotiation/Review"

                                }

                            ]

                        }

                    },

                    "id": "4876876000016390025"

                }

            ],

            "status": {

                "active": true

            }

        },

        {

            "id": "4876876000012015001",

            "name": "Lead Assignment - North Region",

            "module": {"api_name": "Leads"},

            "status": {"active": true},

            "execute_when": {"type": "create"},

            "last_executed_time": "2025-10-14T11:56:20+05:30"

            // ... other keys omitted for brevity

        },

        {

            "id": "4876876000012020001",

            "name": "Lead Assignment - South Region",

            "module": {"api_name": "Leads"},

            "status": {"active": true},

            "execute_when": {"type": "create"},

            "last_executed_time": "2025-10-14T10:30:15+05:30"

            // ... other keys omitted for brevity

        }

        // ... additional workflows ...

    ],

    "info": {

        "per_page": 200,

        "count": 71,

        "page": 1,

        "more_records": false

    }

}

 

The detailed response gives us a complete blueprint of the workflow. We can now see the exact business logic: the workflow triggers when deals are edited and meet two specific conditions; when the amount equals exactly $50,000 AND the stage is Negotiation/Review.

More importantly, we can see all the actions that execute: an immediate field update to mark deals as "VP notified," an email notification sent at the optimal time, and a follow-up task scheduled for one business day later. Here's what is really interesting about this detail; this workflow has never actually executed, despite being active for nearly a year, because the last_executed_time is null in the response.

Now we are left with some important questions. Is that $50,000 threshold too narrow? What if a $49,000 deal is just as important? And is the VP still the right person to alert? Are there additional stakeholders who should be notified beyond just the VP? These are the type of questions you can start answering once you inspect your workflows closely.

STEP 3: Check limits and distribution

Before making any changes, we must understand our automation capacity and how workflows are distributed across the organization. The Workflow APIs provide two key endpoints for this:

1. Get Workflow limits API

This API provides a comprehensive view of your organization's workflow capacity across multiple dimensions.

Sample Request:

GET {api-domain}/crm/v8/settings/automation/workflow_rules/actions/rules_count

Sample Response:

{

    "rules_count": {

        "scheduled_actions_per_rule_limit": 5,

        "total_rules_limit": 2500,

        "active_rules_configured": 71,

        "rules_per_process_limit": 10,

        "total_actions_per_rule_limit": 50,

        "total_rules_limit_per_module": 125,

        "active_rules_limit": 2000,

        "total_rules_configured": 82,

        "active_rules_limit_per_module": 75

    }

}

 

This response gives the following information:

  • Total Capacity: Zylker has a generous limit of 2,500 total workflows, with only 82 currently configured. This means that they are using just 3 percent of their total capacity.

  • Active Workflows: There are 71 active workflows, well below their 2,000 active workflow limit

  • Module-level Limits: Each module can support up to 125 total workflows, with 75 of those allowed to be active simultaneously.

  • Action Limits: Each condition in the Workflow can contain up to 50 total actions, with a maximum of five scheduled actions.

For Zylker, this is excellent news. Only 71 active workflows out of a 2,000 limit. This means we have substantial room for growth and can confidently create new workflows without worrying about capacity constraints.

2. Get module-wise counts API

This API tells you exactly how many workflow rules you have in each module. It shows both the total number of rules and how many are currently active. This helps you see where your automations are concentrated and where you might be missing opportunities.

Sample request:

GET  {api-domain}/crm/v8/settings/automation/workflow_rules/actions/module_specific_count

Sample Response:

{

    "module_specific_count": [

        {

            "active_rules_configured": 2,

            "module": {

                "api_name": "Products",

                "id": "4876876000000002213"

            },

            "total_rules_configured": 2

        },

        {

            "active_rules_configured": 2,

            "module": {

                "api_name": "Deals",

                "id": "4876876000000002181"

            },

            "total_rules_configured": 2

        },

        {

            "active_rules_configured": 4,

            "module": {

                "api_name": "Contacts",

                "id": "4876876000000002179"

            },

            "total_rules_configured": 5

        },

        {

            "active_rules_configured": 2,

            "module": {

                "api_name": "Appointments__s",

                "id": "4876876000002362026"

            },

            "total_rules_configured": 3

        },

        {

            "active_rules_configured": 4,

            "module": {

                "api_name": "Calls",

                "id": "4876876000000033015"

            },

            "total_rules_configured": 5

        },

        {

            "active_rules_configured": 43,

            "module": {

                "api_name": "Leads",

                "id": "4876876000000002175"

            },

            "total_rules_configured": 51

        },

        {

            "active_rules_configured": 14,

            "module": {

                "api_name": "Emails",

                "id": "4876876000000014163"

            },

            "total_rules_configured": 15

        }

    ]

}

 

Looking at this response, we can see 43 active workflows in Leads but only two in Deals. This tells us that Zylker is heavily focused on lead management but might be missing opportunities to automate their sales process later in the pipeline.

Together, these two APIs give a complete picture of the automation capacity and distribution.

What's next: From understanding to action 

Now that we have our foundation, we are ready to start building and refining.

In the next part of this Kaizen series, we will move from discovery to design. We’ll use the Workflow Configuration, Create, and Update APIs to standardize Zylker’s automation management, create new workflow rules, and update existing ones for consistency and efficiency.

We hope that you find this post on Workflow APIs useful. If you have any feedback, or if there are any pain-points that you would like us to address in our Kaizen series, please let us know in the comments, or reach out to us via support@zohocrm.com. We will be happy to help!

Until we meet again next Friday, Happy coding!

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                                                                                                              • Tip #53- Remote Billing: Your End-to-End Billing Solution in Zoho Assist- 'Insider Insights'

                                                                                                                Manual invoicing, after every remote support session, can be time-consuming and often error-prone. As an MSP, IT admin, or even a freelance support technician, it may become overwhelming to keep track of session time, service rates, and client invoices.
                                                                                                              • Record history and ticket interaction tab in contacts and accounts

                                                                                                                Hello everyone! We have improved the History tab to help users trace updates in the interaction activity logs of the Contacts and Accounts detail pages in the Customer Module. This enhancement make it easier to get clear details about who made each update,
                                                                                                              • sync views to sheet

                                                                                                                Im looking to sync my views aka reports in analytics to zoho sheets, when data is updated in analytics it also should be updated in sheets, till now zoho sheets only offer raw data connection and it is not enough as these reports are difficult to re-do
                                                                                                              • Is there an API to "File a Ticket" in Desk

                                                                                                                Hi, Is there an API to "File a Ticket" in Desk to zoho projects?
                                                                                                              • Keyboard UX for Assemblies

                                                                                                                The new Assembly module has a counter-intuitive behavior that ought to be corrected. When an Assembly is ready to be entered, there are two options given, the blue-highlighted "Assemble" and the gray "Save as Draft". This correctly implies that the normal
                                                                                                              • How to Move Behavior, Acquisition, Polls & Forms Data from Zoho PageSense to Zoho Analytics?

                                                                                                                Hi Zoho Community, I'm looking for a way to transfer data from Zoho PageSense to Zoho Analytics, specifically: Behavioral data (clicks, scrolls, heatmaps, etc.) Acquisition data (traffic sources, campaigns, etc.) Polls and forms data As far as I can tell:
                                                                                                              • Why can't I see images uploaded by other users in the Library for Campaigns

                                                                                                                We are several users of zoho Campaign. I have uploaded visuals of our company, but my team members can't see them.
                                                                                                              • zoho sheet stuck

                                                                                                                I Need help. ZOHO sheets stuck on the loading screen. I've already deleted the system cache and cookies of my browser (google chrome) but it's still not opening. 
                                                                                                              • Tip of the Week #78 – Cut response time with multichannel shared inboxes

                                                                                                                If you’ve ever felt your team juggling between multiple email accounts, social pages, and chat apps just to reply to customers, you’re not alone. Managing conversations in multiple channels can quickly turn messy. Important messages across inboxes, replies
                                                                                                              • Need a way to run a client script longet than 10 seconds

                                                                                                                By The Grace of G-D. Hi, Currently, Client Scripts are Timing out at 10 seconds. We have complex logics that needs more time. Can you add a feature request to increase the timeout?
                                                                                                              • FSM Improvement Idea - Show an Import button when there is no data

                                                                                                                I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import
                                                                                                              • Unable to Send Different Email Templates for Different Documents in Zoho Sign

                                                                                                                Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer
                                                                                                              • 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.
                                                                                                              • UI Improvement - Ability to Collapse Flow

                                                                                                                The UI for Flow is generally pretty good. However, when multiple decision trees are used, the layout can get pretty convoluted and hard-to-follow (see one of my Flows below): In these cases, even the auto-arrange fails to make this something that a normal
                                                                                                              • Tasks Statuses

                                                                                                                Hi, The task status "Completed" is a final status which closes the task. We need to have a status "Cancelled". However, when the status is set to "Cancelled", the task prompt still has a blue button to Close Task. When the customer clicks that and closes
                                                                                                              • Add Lookup Field in Tasks Module

                                                                                                                Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (
                                                                                                              • Create New Tasks Layout in CRM

                                                                                                                I am able to do this in Leads, Contacts, Meetings, Calls - every other module, but cannot create a new layout in tasks. I have the appropriate access but it's simply not appearing as an option. Only "Standard" option shows. Please help!
                                                                                                              • Whatsapp 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?
                                                                                                              • Using IMAP configuration for shared email inboxes

                                                                                                                Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
                                                                                                              • Auto-sync field of lookup value

                                                                                                                This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
                                                                                                              • Zoho Recruit Subscription

                                                                                                                Hello Zoho Recruit Team, Good day! I would like to inquire about your recruitment subscription plans and would also like to verify the current subscription our company is enrolled in under Zoho Recruit. Thank you, and I look forward to your response.
                                                                                                              • Keyboard shortcut M key

                                                                                                                I'm trying to customize my keyboard shortcuts and assign the "m" key. But it says the key is already assigned. I've looked through all my shortcuts and can't see any assigned "m". When I select an email and press the M key, nothing happens. What is the
                                                                                                              • Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?

                                                                                                                We are using Google's own "Zoho CRM for Google" integration and also Zoho's "Google Apps Sync" tools, but none of them provide us with the ability to create a meeting in Zoho CRM that then adds a Google Meet link into the meeting. Is this something that
                                                                                                              • Ensure Consistent Service Delivery with Comprehensive Job Sheets

                                                                                                                We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on
                                                                                                              • Automatic Portal invite

                                                                                                                We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow? Latest Update (December 2025): The option to automate portal invitations
                                                                                                              • Marketer's Space: Why mobile optimization deserves a place in your email strategy

                                                                                                                Hello Marketers, Welcome back to Marketer's Space! Today, we'll talk about the importance of creating mobile-friendly email designs. While mobile phones were once used only to make phone calls, today they're used for almost everything, including texting,
                                                                                                              • Enhancements in Canvas

                                                                                                                Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! Reusable
                                                                                                              • Introducing Dark Mode / Light Mode : A New Look For Your CRM

                                                                                                                Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for
                                                                                                              • ABN with Legal Entity Name

                                                                                                                Hi, How can I execute this? The ABN number is entered in Accounts Module and ideally, it should display or suggest the correct Legal Entity Name based on the ABN lookup. ex. Account Name: JPG Resources ABN Number: 65 067 761 871 Legal Entity Name: (auto
                                                                                                              • Zoho Cliq not working on airplanes

                                                                                                                Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly
                                                                                                              • Unify Overlapping Functionalities Across Zoho Products

                                                                                                                Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,
                                                                                                              • Detailed Account Reports - Add Running Balance

                                                                                                                When one clicks into an account from a report (say P/L or Balance Sheet), the default reports have the Debit, Credit, and then the Amount. The Amount column (last one) is duplicate information. It would be far better and fit more peoples' use cases if
                                                                                                              • Issue: Ticket Export Does Not Include Ticket Threads

                                                                                                                Dear Zoho Desk Support Team, I hope you’re doing well. I wanted to bring to your attention that the current ticket export feature in Zoho Desk does not seem to include the ticket threads or conversation history. When exporting tickets, only the summary
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