Kaizen #25 - Zoho CRM API - Common Errors and Error Handling

Kaizen #25 - Zoho CRM API - Common Errors and Error Handling

Hello everyone!
Welcome back to yet another post in Kaizen!
In this post, we will discuss the most common errors that you may encounter while using Zoho CRM APIs. You can consider this post to be a concise guide that you can refer to whenever you are stuck with any error while making API calls. 

All Zoho CRM V2 APIs follow REST standards, i.e, they use the HTTP request methods GET, POST, PUT, PATCH, and DELETE. 

Here is a quick glance at the functionality of each request method. 
  • GET : To retrieve data/resource from the resource server. For instance, Get Records API .
  • POST : To insert or upload any new resource to the server. For instance Insert Records API .
  • PUT : To update an existing resource . This replaces the target resource with the updated content. For instance, the Update Records API .
  • PATCH : To update a specific detail of the resource. This method updates the target resource with the provided content without changing the other data. For instance, the Update Specific Information of a Notification API
  • DELETE : To delete a resource at a particular location. For instance, the Delete Records API
Now, let us see the common errors that you may face while making these API calls. Every API error has three main sections:
  1. Status Code
  2. Error Code
  3. Message
In this post, we have grouped the errors based on the status code , primarily focusing on the 4XX class of errors. 
  1. Errors with status code 400
    • INVALID_MODULE
    • INVALID_DATA
    • DUPLICATE_DATA
    • MANDATORY_NOT_FOUND
    • PATTERN_NOT_MATCHED
    • INVALID_REQUEST_METHOD
    • REQUIRED_PARAM_MISSING
    • LICENSE_LIMIT_EXCEEDED
  2. Errors with status code 401
    • AUTHENTICATION_FAILED
    • OAUTH_SCOPE_MISMATCH
    • INVALID_TOKEN
  3. Errors with the status code 403
    • NO_PERMISSION
    • FEATURE_NOT_SUPPORTED
  4. Errors with status code 404
    • INVALID_URL_PATTERN
1. Errors with status code 400

Possible Reasons
When there is any error in the input you specified, you will get an error status code 400. 
Some of the common error codes and messages under 400 are:

a. INVALID_MODULE: the module name given seems to be invalid

{
  "code": "INVALID_MODULE",
  "details": {},
  "message": "the module name given seems to be invalid",
  "status": "error"
}

APIs in which you might face this error

Description
The module name specified in the Request URL or in the Parameter is incorrect . You must always specify the right API name of the module in the input. To get the list of module API names, go to Setup > Developer Space  > APIs > API Names . Alternatively, the value in the key " api_name " in the Modules API indicates the API name of the module. 

API names of the default modules in Zoho CRM
Leads, Accounts, Contacts, Deals, Campaigns, Tasks, Cases, Events, Calls, Solutions, Products, Vendors, Price_Books, Quotes, Sales_Orders, Purchase_Orders, Invoices, Custom, and Activities. 

b. INVALID_DATA: <<varies based on API>>
{
  "code": "INVALID_DATA",
  "details": {
      "expected_data_type": "jsonobject"
    },
  "message": "body",
  "status": "error"
}

APIs in which you might face this error
Upload Organization Photo, Users APIs (except Get Users and Get Specific User), Records APIs (except Get List of Records, Get Specific Record, Get List of Deleted Records, Search Records), Subforms APIs (except Get Subforms), Related List APIs, CRM Variable APIs (except Get Variable Data, Get Specific Variable Data, Get Variable Groups), Blueprint APIs, Tags APIs (except Get Tags List and Get Record Count for a Tag), Notes APIs (except Get Notes Data), Files and Attachments APIs, Mass Update APIs, Currencies APIs (except Get Currencies Data and Get Specific Currency), Share API, Notification APIs (except Get Notification Details).

Description
You will face this error when there is an error in the input you specified . For instance, 
  • Input specified for any field may be in an improper JSON format (as shown in the above example, the expected JSON format is JSON Object) or an invalid data type
  • The unique ID of the record to be updated may be incorrect
You can identify the case based on the value of the "message" key. 

Refer to Kaizen #1 Fields in CRM to know more about the field types. 

Another similar error is UNABLE_TO_PARSE_DATATYPE. This error occurs when the request body or the parameter is in the wrong format. 

APIs in which you might face this error

Example:
Request URL to delete specific Leads-
https://www.zohoapis.com/crm/v2/Leads?ids= "410405000002264040,410405000002264025"
-X DELETE

{
  "code": "UNABLE_TO_PARSE_DATA_TYPE",
  "details": {},
  "message": "either the request body or parameters is in wrong format",
  "status": "error"
}

The parameters must be passed as long integers, and not strings enclosed in quotes.  

c. DUPLICATE_DATA: duplicate data

{
  "data": [
      {
        "code": "DUPLICATE_DATA",
        "details": {
            "api_name": "Mobile",
            "id": "4150868000001747019"
        },
        "message": "duplicate data",
        "status": "error"
     }
  ]
}

APIs in which you might face this error

Description
You will face this error while making the POST or PUT API calls. When you have enabled " Do not allow duplicate values " for a field, and insert or update that field in a record with a value that already exists in another record, this error will be thrown. In other words, this error is thrown when you have specified a duplicate value to a system-defined or user-defined unique field.

The value "true" for the key "unique" in the Fields metadata API indicates that the field is marked as unique. Alternatively, you can check if a field is unique in the module builder in CRM UI. Go to setup > Customization > Modules and Fields > Choose the module > Choose layout > in the more options of the desired field > Check if Do not allow duplicate values is enabled. 



d. MANDATORY_NOT_FOUND: required field not found
{
    "users": [
        {
            "code": "MANDATORY_NOT_FOUND",
            "details": {
                "api_name": "role"
            },
            "message": "required field not found",
            "status": "error"
        }
    ]
}

APIs in which you might face this error

Description
You will face this error when you have not specified a system-defined or user-defined mandatory field in your input. 

Here is the list of system-defined mandatory fields that you need to specify while inserting records in each module. 

Module
System-defined mandatory field and field type
Leads
"Last_Name" - Single Line
Contacts
"Last_Name" - Single Line
Accounts
"Account_Name" - Single Line
Deals
"Deal_Name" - Single Line
"Stage" - Picklist
Tasks
"Subject" - Multi Line
Calls
"Subject" - Multi LIne
"Call_Type" - Picklist
"Call_Start_Time" - Date/Time
"Call_Duration" - Single Line
Events
"Event_Title"- Single Line
"Start_DateTime" - Date/Time
"End_DateTime" - Date/Time
Products
"Product_Name" - Single Line
Quotes
"Subject"- Single Line
"Product_Details" - Product Line Item
Invoices
"Subject"- Single Line
"Product_Details" - Product Line Item
Campaigns
"Campaign_Name" - Single Line
Vendors
"Vendor_Name"- Single Line
Price Books
"Price_Book_Name"- Single Line
"Pricing_Details"- JSON Array with "from_range", "to_range", "discount"
Cases
"Case_Origin" - Picklist
"Status"- Picklist
"Subject" - Single Line
Solutions
"Solution_Title"- Single Line
Purchase Orders
"Subject"- Single Line
"Vendor_Name"- Lookup
"Product_Details" - Product Line Item
Sales Orders
"Subject"- Single Line
"Product_Details" - Product Line Item

The value "true" for the key "system-mandatory" in the Fields metadata API indicates that the field is marked as mandatory. Alternatively, you can check if a field is unique in the module builder in CRM UI. Go to setup > Customization > Modules and Fields > Choose the module > Choose layout > in the more options of the desired field > Check if Mark as required is enabled



e. PATTERN_NO_MATCHED: Please check if the input values are correct
{
    "code": "PATTERN_NOT_MATCHED",
    "details": {
        "api_name": "type"
    },
    "message": "Please check whether the input values are correct",
    "status": "error"
}

APIs in which you might face this error

Description
All parameters can take only allowed values. You will face this error when you specify a value to a parameter other than the one(s) allowed. For instance, in Get Users API, for the type parameter, you can specify only the following values: AllUsers, ActiveUsers, DeactiveUsers, ConfirmedUsers, NotConfirmedUsers, DeletedUsers, ActiveConfirmedUsers, AdminUsers, ActiveConfirmedAdmins, CurrentUser. If you specify any other value, the above mentioned error will be thrown. 

f. INVALID_REQUEST_METHOD: The http request method type is not a valid one
{
    "code": "INVALID_REQUEST_METHOD",
    "details": {},
    "message": "The http request method type is not a valid one",
    "status": "error"
}

Description
You will face this error when you use an incorrect request method . For instance, PUT instead of POST while inserting a record. Refer to the corresponding API help document to find the correct request method. You may face this error in all the available APIs

g. REQUIRED_PARAM_MISSING: One of the expected parameter is missing
{
    "code": "REQUIRED_PARAM_MISSING",
    "details": {
        "param": "module"
    },
    "message": "One of the expected parameter is missing",
    "status": "error"
}

APIs in which you might face this error

Description
You will face this error when you have not specified a mandatory parameters . Refer to the corresponding API guide for parameters tagged as mandatory

h. LICENSE_LIMIT_EXCEEDED: Request exceeds your license limit.

  "users": [
        {
            "code": "LICENSE_LIMIT_EXCEEDED",
            "details": {},
            "message": "Request exceeds your license limit. Need to upgrade in order to add a user",
            "status": "error"
        }
    ]
}

Description
You will face this error when you try to add user more than the maximum number of users allowed for your edition. You must upgrade your edition to add more users.

2. Errors with status code 401 

Possible Reasons 
You will face this error when the request lacks valid authentication for the target resource in the server.

a. AUTHENTICATION_FAILED: Authentication failed 
{
    "code": "AUTHENTICATION_FAILURE",
    "details": {},
    "message": "Authentication failed",
    "status": "error"
}

Description
You will face this error when you have not used the domain-specific request URL. Refer to Kaizen #5- Environments and Domains in Zoho CRM to know more. This is a common error and you may face it while making any API call. 

b. OAUTH_SCOPE_MISMATCH: invalid oauth scope to access this URL 
{
    "code": "OAUTH_SCOPE_MISMATCH",
    "details": {},
    "message": "invalid oauth scope to access this URL",
    "status": "error"
}

Description 
You have not specified the required scope to perform this action while generating the grant token. For instance, to retrieve users data of your organization, you must generate a token with ZohoCRM.users.READ. Refer to Kaizen #3 - Scopes in OAuth2.0 Authorization to know more about scopes.

Also, refer to scopes to get the list of available scopes in Zoho CRM. This is a common error and you may face it while making any API call.

c. INVALID_TOKEN: invalid oauth token 
{
    "code": "INVALID_TOKEN",
    "details": {},
    "message": "invalid oauth token",
    "status": "error"
}

Description 
You will face this error when your access token has expired. Refer to this help document to know how to refresh your access token.

To know more about errors while registering client and generating token, refer to Kaizen #4- Troubleshooting OAuth2.0. This is a common error and you may face it while making any API call.

3. Errors with status code 403 

Possible Reasons 
You will face this error when there is no authorization to perform an action. For instance,
  • The user does not have permission to perform a specific action. 
  • The feature is not supported for your organization. 
Some of the common Error Codes and Messages under 403 are:

a. NO_PERMISSION: permission denied 
{
    "code": "NO_PERMISSION",
    "details": {
        "permissions": [
            "Crm_Implied_View_Leads"
        ]
    },
    "message": "permission denied",
    "status": "error"
}

Description 
The particular user does not have the permission to perform that specific action. The above error is thrown when a user who does not have permission to access the Leads module tries to retrieve Leads using Get Records API.

To update the permission to a user's profile, go to Setup > Users and Control > Security Control > Profile, and enable the necessary permissions from the list.

For the system-defined profiles like the Administrator and Standard, you will not be able to modify permissions other than basic permissions and few extension permissions. This is a common error and you may face it while making any API call.

b. FEATURE_NOT_SUPPORTED: <<varies based on feature>> 
{
  "code": "FEATURE_NOT_SUPPORTED",
  "details": {},
  "message": "The Multi-Currency feature is not available except the Enterprise and higher editions.",
  "status": "error"
}

Description
You will face this error when you are trying to access a feature that is not yet enabled for your account. Refer to the corresponding API document for more details. You may face this error in the Currencies API.

4. Errors with status code 404 

Possible Reasons 
You will face this error when the system can communicate with the server, but the server could not find the requested resource.

a. INVALID_URL_PATTERN: Please check if the URL trying to access is a correct one 
{
    "code": "INVALID_URL_PATTERN",
    "details": {},
    "message": "Please check if the URL trying to access is a correct one",
    "status": "error"
}

Description 
The URL specified has syntactical errors. Refer to the specific API doc to get the correct Request URL. This is a common error and you may face it while making any API call.

We hope you found this post useful. Keep a tab on this series for more exciting topics!

Reach out to us at support@zohocrm.com if you have any questions, or let us know in the comment section.

Cheers!

Previous 'Kaizen' - CORS and the JS SDK

    Access your files securely from anywhere


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






                                Zoho Developer Community




                                                      • Desk Community Learning Series


                                                      • Digest


                                                      • Functions


                                                      • Meetups


                                                      • Kbase


                                                      • Resources


                                                      • Glossary


                                                      • Desk Marketplace


                                                      • MVP Corner


                                                      • Word of the Day


                                                      • Ask the Experts



                                                                • Sticky Posts

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

                                                                  Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
                                                                • Kaizen #226: Using ZRC in Client Script

                                                                  Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this
                                                                • Kaizen #222 - Client Script Support for Notes Related List

                                                                  Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how
                                                                • Kaizen #217 - Actions APIs : Tasks

                                                                  Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.
                                                                • Kaizen #216 - Actions APIs : Email Notifications

                                                                  Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are


                                                                Manage your brands on social media



                                                                      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

                                                                                          • CRM Community Learning Series

                                                                                            CRM Community Learning Series


                                                                                          • Kaizen

                                                                                            Kaizen

                                                                                          • Functions

                                                                                            Functions

                                                                                          • Meetups

                                                                                            Meetups

                                                                                          • Kbase

                                                                                            Kbase

                                                                                          • Resources

                                                                                            Resources

                                                                                          • Digest

                                                                                            Digest

                                                                                          • CRM Marketplace

                                                                                            CRM Marketplace

                                                                                          • MVP Corner

                                                                                            MVP Corner









                                                                                              Design. Discuss. Deliver.

                                                                                              Create visually engaging stories with Zoho Show.

                                                                                              Get Started Now


                                                                                                Zoho Show Resources

                                                                                                  Zoho Writer

                                                                                                  Get Started. Write Away!

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

                                                                                                    Zoho CRM コンテンツ





                                                                                                      Nederlandse Hulpbronnen


                                                                                                          ご検討中の方





                                                                                                                    • Recent Topics

                                                                                                                    • Function #62: Display associated Quote on Invoice details screen

                                                                                                                      Hello everyone! Today, we are sharing a Related List script that makes it easy to view and access the quote from which an invoice was created right from the invoice details screen. This Related List displays the Quote number and Amount, allowing you to
                                                                                                                    • Ability to select the attachment of a record when sending an email from FSM

                                                                                                                      Hello FSM Team, FSM allows us to add attachments to any record (Estimate, Work Order, etc.). However, when we're sending an email from FSM, it is currently not possible to choose from the attachment in FSM to add to the email. When sending an estimate,
                                                                                                                    • Temporary Telegram Messaging Restriction in India

                                                                                                                      The Government of India has temporarily restricted access to Telegram in India. This action has been communicated by the National Testing Agency (NTA) through an official public notice. Read the full notice here. Impact As a result, Telegram messaging
                                                                                                                    • Zoho Creator + LLMs using Zoho MCP: Bring contextual AI into your apps

                                                                                                                      Hello everyone, We're excited to share that Zoho Creator can now be integrated with leading AI models(like Claude) using Zoho MCP. As you know, Zoho Creator has been a pioneering low-code platform with a razor-sharp focus on making it easy to build business
                                                                                                                    • The 3.1 biggest problems with Kiosk right now

                                                                                                                      I can see a lot of promise in Kiosk, but it currently has limited functionality that makes it a bit of an ugly duckling. It's great at some things, but woeful at others, meaning people must rely on multiple tools within CRM for their business processes.
                                                                                                                    • Use Secure Public Links for Sharing Transactions

                                                                                                                      Public links are the quickest way to send invoices or quotes to your customers. You can drop the link in an email, SMS, or WhatsApp message. But, links can be forwarded, and once they leave your customer's inbox, you can no longer control who sees your
                                                                                                                    • 【開催報告】大阪 Zoho ユーザー交流会 NEXUS 2026/6/4(木)ZendeskからZoho Deskへ移行しコスト削減

                                                                                                                      ユーザーの皆さま、こんにちは。コミュニティGの中野です。 6月4日(木)に、大阪 Zoho ユーザー交流会を開催しました。 本投稿では、その様子をお届けします。 当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもぜひご参照ください。 今回の大阪 ユーザー交流会では、ビープラスシステムズ株式会社 石井さんによるユーザー活用事例セッションのほか、 「Zohoで"これだけは外せない"ルーティーン」をテーマにしたグループワークを実施しました。 登壇いただいた石井さん、そしてご参加いただいたZohoユーザーの皆さま、ありがとうございました!
                                                                                                                    • When will Zoho Books offer native NFS-e issuing, now with Brazil's National Standard?

                                                                                                                      Hello Zoho Team and Community, I'd like to follow up on my previous suggestion regarding the critical need for Zoho Books to natively issue Brazilian Service Invoices (NFS-e). My original idea was that this could be achieved by extending the same integration
                                                                                                                    • Zoho CRM custom button function, how to add line breaks/ new lines in the return message

                                                                                                                      When creating button function in CRM it requires a `return "";` Then when the button is client by the user a message pops up with what ever is returned from the function. But I want to have a message with multiple lines, meaning I need to add a line break
                                                                                                                    • ZOHO FSM - Dispatch Console Drive time

                                                                                                                      Is there a way to view drive time on a tech or estimate drive time from location to location? I need to see this on the Dispatch Console
                                                                                                                    • Is there a way to update the forecast category independently from the deal's stage through an API?

                                                                                                                      Hello, We're experimenting with the Forecast module and we've created custom categories to signal the top 10/50/100 deals currently in the pipeline. We would like to assign these categories automatically using custom functions but I found that the only
                                                                                                                    • Small one person business needs everything in one place

                                                                                                                      I just purchased a business and have a couple of your services. I would like to get everything in one place. I am a state trainer. I would like to get my invoices, payments, online classes, calendar for scheduling, maintenance, etc. in one place. can
                                                                                                                    • Super Admin Logging in as another User

                                                                                                                      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early
                                                                                                                    • Re-Apply SLA When Ticket Reopened from Closed Status?

                                                                                                                      If you have an SLA applied, timers are deactivated when going to "On Hold" status type and reactivated when going back to an Open status type. What we discovered is when a customer replies to a closed case and it reopens, the SLA is not applied and timers
                                                                                                                    • Conditional Drop Downs

                                                                                                                      Am I the only one that has a problem when setting up the same project for multiple customers - resulting in a HUGE number of projects (e.g. Project A - customer 1, Project A - customer 2, Project A - customer 3 etc.). OR, am I doing it wrong? What results
                                                                                                                    • Automating CRM backup storage?

                                                                                                                      Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
                                                                                                                    • Zoho developer edition does not work for us

                                                                                                                      Hi Is anyone else having this problem? I'm signed in with our admin/super user account. When I click on the link on this page: https://www.zoho.com/crm/developer/docs/dev-edition.html I am asked to agree to Terms and Conditions. Clicking Agree to Terms
                                                                                                                    • Lead score decay timing and excluding specific campaigns from scoring

                                                                                                                      Hi team, I have two quick questions about lead scoring: 1. When does a lead's score start going down? Like, after how many days of no activity does the score begin to drop? 2. Is there a way to stop certain campaigns from adding points to a lead's score?
                                                                                                                    • Summer release '26 should be called Enterprise Summer Release '26

                                                                                                                      Summer release '26 should be called Enterprise Summer Release '26 because almost all updates or the more useful ones, are limited for Enterprise subscriptions. us with Basic or Premium susbcriptions are basically left in the cold.
                                                                                                                    • ZoHo Mail & MCP connectors

                                                                                                                      Is ZoHo working an MCP connector for mail?? I find it very useful in Gmail to have Claude summarize messages for me. Thanks Jim P.S. Sorry if this is the incorrect forum. Mods please adjust as necessary.
                                                                                                                    • FINALLY! 100% Responsive iFrame for HTML Page Snippet

                                                                                                                      For the past two years or so I have been battling with Page Snippets' responsiveness (HTML, Embed, and ZML). Furthermore, if you use the native embedded reports, especially more than one report on a page, you have to set a static height because they're
                                                                                                                    • Associate project with timer on iPhone

                                                                                                                      When I start the timer without first associating a project (on my iPhone), its starts fine but now when I need to associate a project, and click on the link, I get a list of EVERY project I've ever put into Zoho Books. It used to just show active projects.
                                                                                                                    • Import and Export of website.

                                                                                                                      Hi, i have raised this ticket regarding challenges i am facing while importing a website on zoho sites. I have created my website on Squarespace and now i want to move it to zoho sites so i want to know what i am supposed to do whats the correct step
                                                                                                                    • Add multiple users to a task

                                                                                                                      When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
                                                                                                                    • Important update on our transition to the new video platform framework

                                                                                                                      As part of our ongoing platform changes, users in select regions, including the United States and other supported data center locations, have been migrated to our new video platform framework. Due to this migration, some participants may notice changes
                                                                                                                    • What is a realistic turnaround time for account review for ZeptoMail?

                                                                                                                      On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still
                                                                                                                    • Deleted User Emails

                                                                                                                      I need to delete a user as I need to re-use their license, but I'd like to keep all their emails that are attached to various contacts in the CRM. Their emails are hosted externally on an M365 license. Anyone any idea how best to engineer this? TIA
                                                                                                                    • #14 Get Paid Without Spending Time on Manual Follow-ups

                                                                                                                      It's the end of the month. Payroll is due next week. A software subscription is about to renew. A vendor payment is waiting for approval. On paper, the business is doing great. Projects are getting completed. Customers are happy. Invoices have already
                                                                                                                    • Client Script | Update - Client Script Support For Custom Buttons

                                                                                                                      Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.
                                                                                                                    • Function #11: Apply unused credits automatically to invoices

                                                                                                                      Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.
                                                                                                                    • Add spaces to input format

                                                                                                                      In Zoho Inovices, I am trying to do a custom input format for a custom field. I have tried a few variations, but this is my most recent: ^[a-z][A-Z][0-9][,][-][_][:][ ]$ In this field, I will be entering different alphanumeric information, depending on
                                                                                                                    • Zoho CRM Deal API returning null pipeline in case of default pipeline

                                                                                                                      Hey team, We are writing to report an issue with the Deals module pipeline API behavior that we believe stems from how the default (Standard) pipeline is handled when no custom pipelines have been configured. When the "Manage Pipelines" page under CRM
                                                                                                                    • Quebec Canada Tax GST and QST

                                                                                                                      Hello Expert, Whenever we I create invoice for Quebec, Canada, it calculating wrong tax amount, can you please validate Attached the screenshot, which is calculating wrong tax amount on QST
                                                                                                                    • Function #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books

                                                                                                                      As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimates
                                                                                                                    • Facturation électronique 2026 - obligation dès le 1er septembre 2026

                                                                                                                      Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,
                                                                                                                    • Adding Taxes to paid consultations in Zoho Bookings

                                                                                                                      I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,
                                                                                                                    • What's New in Zoho Forms

                                                                                                                      Hey there, We've been heads-down shipping this quarter. Because every update we ship is about making your forms do more, with less effort from you. This quarter too, we expanded what Zoho Forms can do. Here's everything that shipped. Spotlight Forms Some
                                                                                                                    • Zoho Creator and Bluetooth Beacons?

                                                                                                                      Hi all, Has anyone developed anything in Zoho Creator that leverages Bluetooth? Specifically to detect bluetooth beacons (iBeacon, Eddystone, etc.)? Thank you, Josh
                                                                                                                    • Zoho Books | Product updates | June 2026

                                                                                                                      Hello users, Welcome to this month's roundup of what's new in Zoho Books! We have an exciting line-up this time. The highlight is the launch of the all-new France Edition with full ISCA compliance. We're also introducing features such as Layout Rules
                                                                                                                    • API to post drafts for social media

                                                                                                                      I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon
                                                                                                                    • Next Page