Is COQL known to have read delays?
Hello, I'm experiencing stale data returned by COQL from time to time. Most of the time it returns up-to-date data right after I update a record, but sometimes the change only shows up after several seconds or even minutes. Neither the COQL documentation
Feature Request: Post-commit Subform Row Event (onRowSave / afterRowCommit) in Client Scripts
Hello Zoho CRM Product & Engineering Team, Requested Feature: Introduce an afterRowCommit (or post-commit onRowSave) subform event in Client Scripts that fires immediately after an inline subform row has been successfully committed to the database, passing
ChatGPT Plugin / MCP Server auth error
Hi all I'm trying to connect the ChatGPT plugin for Zoho CRM but after username stage of the auth process, I get this error from the URL https://mcp.zoho.eu/mcp-client/ {"error_description":"Invalid request url, Request is not as per defined in oauth
Kaizen #266: Working with Zoho CRM Using Zoho MCP - Part II
In Part I, we explored how to connect Zoho MCP to an MCP client and use it to work with Zoho CRM records and metadata. We also saw how the client can identify the tools it needs and combine multiple operations based on a natural-language instruction.
Exporting All Custom Functions in ZohoCRM
Hello, All I've been looking for a way to keep about 30 functions that I have written in Zoho CRM updated in my own repository to use elsewhere in other instances. A github integration would be great, but a way to export all custom functions or any way
Kaizen #265 - Working with Zoho CRM using Zoho MCP - Part I
Over the past few weeks, we have been exploring the zoho-crm skill and how it can help you work with your Zoho CRM account using natural language. We started with an introduction to how the skill works and how to use it, and then explored different Zoho
Function failure APIs report "no failures" (204 / empty 200) while the Failures view lists real failures
We want to monitor custom-function failures through the API so we can find and re-run failed functions quickly. We could not find a function-failures endpoint in the API reference (only webhook failures are documented), so we tried the paths that exist
Zoho CRM Fields
Gap: Deleting or renaming a field/connection/template silently breaks functions, workflows, blueprints, client scripts, Flow flows, Analytics reports and PDF templates. Only discoverable at runtime. Proposal: on every field, custom function, connection,
Kaizen #264 - Using zoho-crm Skill to Write Functions
Hello CRM wizards, Welcome back to another week of Kaizen. In our previous Kaizens, we explored how the zoho-crm skill can assist you across various Zoho CRM developer tools. This time, let us see how it can help you write Deluge Functions, from simple
Kaizen #263: Using Zoho CRM Skill to Build Widgets
Hello everyone! Welcome back to another exciting Kaizen post. In the previous Kaizen posts, we introduced the zoho-crm skill.md and explored how it can help with Zoho CRM APIs, Client Scripts, complex COQL queries, and Skill to build Queries. In this
Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!
We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode
Kaizen #262 - Using Zoho CRM Skill to build Queries
Hello everyone! Welcome back to another edition of the Kaizen series, where we uncover powerful ways to extend and customize Zoho CRM. In the previous Kaizens, we explored how the zoho-crm skill can help developers work with Zoho CRM APIs, Client Scripts
Kaizen #99 - Render Widgets Using Client Script
Hello everyone! Welcome back to another interesting post. In this post, let us see how you can render Widgets using Client Script. Widgets are embeddable UI components that you can create and add to your Zoho CRM. You can use widgets to perform functions
Canvas Ungroup is No Longer an Option - Can we Bring it Back?
You used to be able to ungroup a Group in ZOHO Canvas, but now you have to delete the group and completely start over (re-add the fields, re-place them, regroup them, readjust the group as you want it/reformat) instead of ungroup, move or delete only
Zoho CRM variables create risks
1/ The fact that CRM variables are deployable from sandbox to production goes against the principle of environment separation. We are at risk of overwriting production with sandbox values; or vice versa when rebuilding the sandbox as production vars will
Button with a mapped null value causing "Empty value found, proceed?" GUI - Can this be stopped?
Hey All, I started seeing this GUI pop up recently when mapped buttons have a parameter that is null. (It might be a new behavior, or perhaps I'm only recently coding where I'm running into it now where I was not prior.) Instead of passing the null through
Breaking Change Announcement: Users API Response Restricted for Client Portal Users
Hi all, We are introducing a breaking change to the Users API when it is accessed by Client Portal users. Status: Live This change is now live in production. Please review your integrations and make the necessary updates. Affected endpoints: GET /users
How to add custom lookup-type field to meeting module form in Zoho CRM
We need to have a lookup field to a custom module's record in Zoho CRM. But it appears that look-up fields are not enabled in Meetings/Events module in Zoho CRM. How do I design/implement a custom look-up type field that will lookup records from custom
Kaizen #261 : Using Zoho CRM Skill to generate complex COQL queries
Hello everyone, In the previous Kaizen posts, we introduced the zoho-crm SKILL.md and discussed how it can help you when you are working with Zoho CRM APIs and Client Script. In this Kaizen, we will focus on using the Zoho CRM `SKILL.md` with GitHub Copilot
CRM Python Function: ZRC.post() body encoding error
A connection-backed ZRC.get() to Zoho Analytics works, but ZRC.post() fails whenever a body is supplied: response = ZRC.post(endpoint, urlencode({ "ZOHO_ACTION": "EXPORT", "ZOHO_OUTPUT_FORMAT": "JSON", "ZOHO_SQLQUERY": 'SELECT * FROM "Churn
Has anybody managed to do ANYTHING with Zoho CRM Zia Agents?
I have 'hired' a few agents from the 'store', and also built the super simplest Agent I could think of (retrieve the email address for a given Contact), and none of them work. I get errors like "LLM Inference failed" even from the store Agents (e.g. "Search
How to programmatically set a reminder schedule for a Task on the date specified in "Due_Date" field?
I want to programmatically set up the reminder schedule for a Task that sends out an email reminder on the date specified in the "Due_Date" field. I've looked at the Zoho CRM Insert Record API and it looks like the TRIGGER key for "Remind_At" field requires
Kaizen #258 - Getting Started with zoho-crm SKILL.md
Howdy tech wizards, Welcome to a fresh week of Kaizen. This week, we are taking a look at the zoho-crm SKILL.md, an Agent Skill designed to help AI coding agents work with Zoho CRM’s developer capabilities. What is zoho-crm SKILL.md? The zoho-crm skill
Automatically adding a tag to a deal based on set criteria
Hi all I want to add a tag to deals based on whether (the margin is >x% *and* the amount is > £y) *or* (if a specific dropdown field is set to a specific value). Is it possible to do this via a workflow or similar? If so, can anyone point me in the right
Kaizen #260 : Using Zoho CRM Skill to generate Client Script
Hello everyone! Welcome back to another exciting kaizen post. In the previous Kaizen, we looked at how to use Zoho CRM Skill for Zoho CRM APIs. In this Kaizen, let us look at how the skill can help you when you are working with Zoho CRM Client Scripts.
Allow Reauthorizing CRM Connections Without Revoking First
Currently, when a Zoho CRM connection needs to be reauthorized or authorized with another account, we first have to revoke the existing authorization and then authorize it again. This creates a gap where the connection is unavailable, and any functions,
I want to prefill CRM Account information using the GSTIN of the Customer
Currently i need to add account details manually in zoho crm and when it syncs in zoho books manual working needs to be done. Whereas in zoho books i can prefill the customer details using the GSTIN which is great feature. Can the same be enabled for
Kaizen #259 - Working with Zoho CRM APIs using zoho-crm skill
In the previous Kaizen, we introduced the zoho-crm skill and discussed how it can work with different CRM developer capabilities. The zoho-crm skill makes it easier to work with Zoho CRM without having to remember every API endpoint, request structure,
Zoho CRM Functions: Redesigned Interface, Rich Analytics, and Multi-Language Support
Hello everyone! We have given Functions in Zoho CRM a major overhaul with a new interface that makes it easier to build, organize, monitor, and troubleshoot your functions throughout their lifecycle. As part of this revamp, we have also introduced a unified
Kaizen #229: Email-Deal Associations in Zoho CRM
Hi All, Welcome back to another week of Kaizen! Emails are a core channel for customer communication in any CRM system. In Zoho CRM, emails can be associated with records across multiple modules. In this post, we will focus on email associations with
Cloud backup for CRM
This is an idea / feature request for ability to periodically export CRM backup to an external cloud provider, similar to Zoho Vault: https://www.zoho.com/vault/data-backup.html Alternatively I would help being able to access manual data backup programatically
Kaizen #253 : Custom Validation for Blueprint to Enforce Mandatory File Uploads and File Extension Compliance Using Client Script
Welcome to another exciting Kaizen post on Client Script! Have you ever wanted more control over what gets uploaded to a File or Image field in Zoho CRM, like restricting file types, validating file names, or showing a custom error before an inappropriate
How do I set the value of a Lookup field in SlyteUI?
I am using the "crm-field" component in a SlyteUI project (code attached) https://www.zohocrm.dev/explore/slyteui/ui-components/crm-field/api#Properties The client would like to have this field pre-populated with a value. When I try to input the record
Showing more options in lookup field in COQL
When using the COQL query with just the lookup field directly (e.g. using "Account_Name" alone), the response json is "unflattened" but only includes the "Account_Name" and "id" fields. Is there a way to specify which columns are wanted in this "unflattened"
Problem at new Zoho Function View
I Accepted the new zoho function view and now the page opens in blank and show this message {"code":"TOO_MANY_REQUESTS","details":{},"message":"Request skipped internally for Mitigation","status":"error"} This response is from this urlhttps://crm.zo
CRM Contacts Search is overbuilt
There is a lack of a general search box. It would be a lot easier to go to a general search box. You search a city or a last name or whatever in he same box and just get results. Having to navigate down through the filter fields to find the right filter,
Kaizen #257: Creating product-specific sales Pipelines with Zoho CRM APIs
Hello everyone! Welcome back to another week of Kaizen. In last week's post in the Kaizen series, we discussed how an arrival readiness web tab widget can be used to let reception staff identify and resolve issues before arrival of guests. In this post,
Feature Request — Allow updating Status / Bounced_Time / Bounce_Reason on emails created via actions/associate_email (v8)
Summary Emails created through the v8 POST /{module}/{record}/actions/associate_email endpoint are returned by View Email with "editable": false and reject every update method (PUT, PATCH) with INVALID_REQUEST_METHOD. There is no way via the public API
Kaizen #256 - Build an Arrival Readiness Web Tab in Zoho CRM
Hi everyone! Welcome back to the Kaizen series! In the post, we discuss a use case in hospitality industry: how an Arrival Readiness web tab widget can be used to let reception staff identify and resolve issues before arrival of guests. Use case In the
Kaizen #255 - Building a Real-Time Operational Dashboard with Zoho CRM Queries
Hello Everyone, Welcome back to another edition of the Kaizen series, where we uncover powerful ways to extend and customize Zoho CRM. In the previous Query Kaizens, we explored how Queries can retrieve CRM data, invoke REST APIs, and even update CRM
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