Zoho Developer Community Monthly Digest - September 2023
Hello everyone! As we step into the crisp and colorful month of October, it's time to take a step back to reflect on the fantastic month of September. In this month's issue, we have curated exciting updates, insightful articles, interesting communityZoho Developer Hangout (ZDH) - Episode 2 | Syncing Zoho Cliq with Other Apps Using Deluge Functions
We're happy to introduce the second episode of Zoho Developer Hangout, where our developer community members come together to discuss the automation capabilities and integration between Zoho applications and other third-party applications. An adept DelugeZoho Developer Community Monthly Digest
Hello everyone! Welcome to our inaugural edition of the monthly Zoho Developer Community digest. Each month, we curate the best community discussions, share helpful resources, and keep you informed about upcoming events. We hope you find this post valuableZoho extensions 101: Build, test, and publish extensions
We are excited to announce that we are hosting a webinar series on extensions! Sessions Date Status Day 1 February 21st, 2023 Recording Day 2 March 14th, 2023 Recording Day 3 April 4th, 2023 Recording Day 4 April 25th, 2023 Recording Day 5 May 16th, 2023Focus Group Webinar - Zoho Apptics - An Introduction
How many apps do you have installed on your smartphone? 30? 40? 80? Maybe more than 100! From amongst these 100 apps, more than half of them remain unused, and eventually get uninstalled. What does this mean? As a developer, you are left in a tight spotCOQL limit for Aggregate functions
By The Grace of G-D. Hi, How are you? When you call the COQL API for aggregate data like SUM of Field1, Does the limit Clause have any effect? If I'll set a limit of 200 (for example) will it only aggregate 200 records?Other Zoho products supported for Vertical white label resell
Hi, I am currently building a vertical CRM, I currently am a Zoho one users and make use of many great Zoho products within the suite and so understand how these would benefit many companies that might like my vertical offering. I would like to see theZapier integration with vCRM
Is zapier integrations available with vCRMS? I was thinking it through and couldn't figure how to direct zapier to my clients instance of vCRMZoho Expense Integration with Vertical CRM
Unfortunately, I think I already know the answer, but I have to ask on behalf of my clients. Is there anyway to create Purchase Order Requisitions in Vertical Zoho Books or Vertical Zoho Inventory. I discovered that vCRM does not integrate with ZapierWelcome to the Zoho Developer Community
A hearty welcome to the vibrant world of developers! We're thrilled to have you join our community of innovative minds, where collaboration and knowledge sharing reign supreme. How can you participate in the community? Zoho Developer Community offersMeet and Greet - Zoho Developer Community
Welcome aboard! Thank you for being a part of our community. We're truly delighted to have you join us. Zoho Developer Community is a vibrant group of developers who engage in enriching discussions and insightful exchanges. This community is all aboutZoho Developer Community Archives
Zoho Developer Community is a vibrant group of developers who engage in enriching discussions and insightful exchanges. This community is all about fostering a valuable and nurturing platform that encourages collaboration and knowledge-sharing amongstZoho Developer Hangout (ZDH) - Episode 7 | Infusing Custom AI Functions into Zoho CRM
We're delighted to bring you another exciting episode of the Zoho Developer Hangout series, where our community engages in a lively discussion on the trending topic - Using ChatGPT in Zoho CRM. In this episode, Dr. Joseph Sweeney, presents how his firmZoho Developer Hangout (ZDH) - Episode 1 | Syncing Zoho Creator with Zoho Inventory
ZDH is a Zoho Developer Community learning initiative that aims to facilitate a platform for developers to share their expertise and learn from each other. The monthly virtual meetings are designed to help developers solve real-time business problemsTwo-Factor Authentication for Vertical CRM
Gov't regulations are forcing clients to use two-part authentication. How do I turn on two-factor authentication form my vCRM? How do I force clients to do the same, if possible? KevinUsing Canvas in Vertical CRM
Hello! Is it possible to use Canvas in the design of Vertical CRM modules? I've been looking around and can't see any reference to it. If not, is that in the pipeline? It would be nice to have our vertical CRM look polished and well designed "out ofVariables Limit Testing App
Hi, I am testing some functionalities with a Sigma app, and everything works on my local sandbox but when I try to install it on a test account, I am getting the following error. I would like to know if there is a better way to debug this and identifySigma extension in Zoho Native CRM App
Hi, I would like to know, if there is any way that we can include a widget or extension that we have developed in Zoho Sigma, in the native Zoho CRM App. If this is not possible, there are other ways to develop extensions for this App? Or do we have toNot able to debug the issue that happens in the workflow function.
Hi Team, I am trying to connect an application to send an Whatsapp message, it is working fine in the other modules, but it is not working in the workflow function. I am not able to see the payload details also to debug the issue, so It would be gratefulClient Script + widgets on developer platform
Hi, It would be priceless to enable the features mentioned in the title in the developer platform for vertical CRM solutions. Is there any plan/eta to release?api developer account error
Hi, We try to use api at developer account Appropriate scopes are present: https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.modules.products.READ,ZohoCRM.modules.contacts.READ,ZohoCRM.modules.deals.READ,ZohoCRM.modules.deals.UPDATE,ZohoCRM.settings.layouts.READ,ZohoCRM.settings.pipeline.READ,ZohoCRM.notifications.ALL,ZohoCRM.users.READ,ZohoCRM.org.READ,ZohoCRM.composite_requests.CUSTOM&client_id=XXXX&response_type=code&access_type=offline&redirect_uri=XXXDate trigger for Workflow
I have a vCRM with a "Due Date" field. I am creating a workflow that updates a Service Status to "Late" when the due date is reached. However there seems to be a "Recur" option that is confusing me. Does this mean that after the initial trigger, it willBasic questions about creating a vertical crm
I'm brand new to this and have a few questions: I want to use the vertical i am building for myself to test it and use it in my day to day, so i can refine it. If the app is not published is this possible outside of a sandbox which would no be ideal forVertical CRM Developer / Consultant
I am looking for some help wrapping up our CRM. Please reach out only if you have experience implementing a Vertical CRM....in particular Sales Signals and url Navigation from iframes or widgets within the vertical CRM. Also, looking for some basic consultationIs Mobile App Available for Vertical CRM?
We are trying to build a vertical CRM and potential client asked this question. Anyone have Mobile App functionality for their Vertical CRM?API: How to use the Record_Image field
Hey, I'm looking to download the image from a specific record. I know I can use the api as follows: https://www.zohoapis.com/crm/v2/{module_api_name}/{record_id}/photo But I want to avoid making two calls to the CRM API. I know the record comes with aJavascript EmbedApp SDK - Functions
Hi, I would like to know if it is possible and how we can use CRM FUNCTIONS that are not marked as REST API using the JavaScript SDK, currently, the solution that is in the documentation only works for REST API FUNCTIONS. However, we have some concernsFile Conversion from PDF to JPG/PNG
Hi, I have a question did anyone every tried using custom function to convert a PDF file to JPG/PNG format? Any possibility by using the custom function to achieve this within zoho apps. I do know there are many third parties API provide this withZoho Sigma and Catalyst IPs for Whitelist
Hi there, We are developing a series of integrations between Zoho CRM and Zoho Desk with an on-premises system for a customer and they have firewall rules to access their server, so they are requesting the list of IPs addresses for our backend calls,Is zoho developer custom solutions platform available at the moment?
Greetings I've read the zoho developer custom solutions documentation in length and i've found this statement: "Due to an overwhelming number of signups, the Custom Solutions beta is temporarily closed for new signups from 19th June 2020. However, existingUsing COQL with JS SDK
Hi, Is it possible to use COQL functionality available in the v2 API with the JS SDK for embedded applications? Thanks, ConanFiltering Sync in vCRM and Inventory Integration
I have a vertical CRM with Inventory Integration. In inventory, there is all the products my clients purchase, including items they don't resell. In the vCRM whenever they create a Quote and add a product, ALL the items in zInventory show up on the listSpecify Connector API with query params using zoho.crm.invokeConnector('name', <map of params>)
Can't pass data to the Connector API. Writing Related List for my Extension and can't access 'id' and 'key' params in Connector's API: m = map(); m.put("id", lead_id); m.put("key", "lead_id"); resp = zoho.crm.invokeConnector("myconnector.mycall", m); How do I can now access to the map 'm' data in Specify the URL field in my Connector API and than use as query params for GET request. See attached screenshot. Thanks!View As option
It is really difficult to set up permissions for clients, especially as admin because we can't see the results of setting changes. It would be great if there was a setting where we can "view as" different roles. Currently when I troubleshoot a permissionsAdd a button to a related list in CRM
There is an existing relationship between Deals and Quotes that is built into zoho crm. We have made a button in sigma that will create a sales order and launch the associated creator app with the id of the new sales order. This is visible from the QuoteIMAP Discontinued for Outlook365
I was trying to set up email in my clients vCRM and was getting authentication errors. Apparently, Microsoft is no longer going to support IMAP basic authentication. When working with my clients ISP, we were able to get IMAP enabled again...and the setupField no longer used counting towards look up quota
Hello! I am having an issue with the lookup field limits. My vertical app is published, but as I improve and make changes I am running into issues. Specifically with the lookup field limits. SCENARIO: I have a module called CARs. I have used all fiveCompany numbers in org settings
Unless I’m missing something i can not find an option to add fields to the company details section, in our industry we have authorisations Like ICO, FCA & Company no that are required to be on invoices and emails. I would make sense to have this storedModule and Field Permssion
I have an issue that keeps coming up in my vCRM. I imagine the same issue is in the standard CRM as well. I have a module called CARs, that has a drop down list to select an Account. I want the users who have access to this CAR module to be able toDeleting a Sigma Extension
Is there a way to delete an extension from within the Zoho Sigma environment? I can't seem to find a button to do it anywhere? ThanksNext Page
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Zoho Developer Community Monthly Digest - September 2023
Hello everyone! As we step into the crisp and colorful month of October, it's time to take a step back to reflect on the fantastic month of September. In this month's issue, we have curated exciting updates, insightful articles, interesting communityZoho Developer Community Monthly Digest
Hello everyone! Welcome to our inaugural edition of the monthly Zoho Developer Community digest. Each month, we curate the best community discussions, share helpful resources, and keep you informed about upcoming events. We hope you find this post valuableZoho extensions 101: Build, test, and publish extensions
We are excited to announce that we are hosting a webinar series on extensions! Sessions Date Status Day 1 February 21st, 2023 Recording Day 2 March 14th, 2023 Recording Day 3 April 4th, 2023 Recording Day 4 April 25th, 2023 Recording Day 5 May 16th, 2023Focus Group Webinar - Zoho Apptics - An Introduction
How many apps do you have installed on your smartphone? 30? 40? 80? Maybe more than 100! From amongst these 100 apps, more than half of them remain unused, and eventually get uninstalled. What does this mean? As a developer, you are left in a tight spotExternal ID in Zoho CRM
Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this need
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Zoho Developer Community Monthly Digest - September 2023
Hello everyone! As we step into the crisp and colorful month of October, it's time to take a step back to reflect on the fantastic month of September. In this month's issue, we have curated exciting updates, insightful articles, interesting communityZoho Developer Community Monthly Digest
Hello everyone! Welcome to our inaugural edition of the monthly Zoho Developer Community digest. Each month, we curate the best community discussions, share helpful resources, and keep you informed about upcoming events. We hope you find this post valuableZoho extensions 101: Build, test, and publish extensions
We are excited to announce that we are hosting a webinar series on extensions! Sessions Date Status Day 1 February 21st, 2023 Recording Day 2 March 14th, 2023 Recording Day 3 April 4th, 2023 Recording Day 4 April 25th, 2023 Recording Day 5 May 16th, 2023Zoho Developer Community Archives
Zoho Developer Community is a vibrant group of developers who engage in enriching discussions and insightful exchanges. This community is all about fostering a valuable and nurturing platform that encourages collaboration and knowledge-sharing amongstZoho Developer Hangout (ZDH) - Episode 1 | Syncing Zoho Creator with Zoho Inventory
ZDH is a Zoho Developer Community learning initiative that aims to facilitate a platform for developers to share their expertise and learn from each other. The monthly virtual meetings are designed to help developers solve real-time business problems
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