Zoho 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 Zapier
Deleting 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? Thanks
Adjusting zInventory for Non-Sales Items through Vertical zCRM
I am using zInventory with my Vertical CRM. I need to track inventory, not just for saleable goods but also the inventory of maintenance parts/tooling that will be used only in house. So not really a good or a service. So my questions is two-fold. 1.
Trigger for Autonumber script
I have a auto-number field that I want to populate only when a checkbox is selected. USE CASE: Customer files a complaint and want to return goods. All complaints are logged, but not all goods are authorized for a return. So I have a checkbox (called
Creating a Task that Repeats with Reminders via API (or deluge integration)
Hello, I've been using the API to create tasks with reminders for a couple of years now and am familiar with the required structure of the 'Remind_At' property. I am now trying to create a series of repeating Tasks and I would like the tasks to have reminders
How to generate oauth token without the need of a user login?
I am trying to create a client-side application that lets a user view tickets from my account. Is there a way to generate a grant token or access token without the user entering my login credentials? Basically, I want them to be able to open my application
How to generate revenue by creating a Vertical CRM on Zoho Platform
Hi Team, I want to build a vertical crm on Zoho Platform. I want to understand how can I sell my vertical CRM to my client as whitelabel means totally my brand without any zoho awareness. How can I rebrand and launch under my brand? How can I set my pricing?
Is there any way to mark a field as mandatory for the CRM
Once I've added a field to sigma, is there any way to make that field mandatory, for example adding a payment type field to the sales order.
Login API
Hello, I want to implement the functionality where the user can login to my app using his ZOHO credentials (like google login for any application). Can you please guide me with the same? Do you have any api for authentication of the user?
Search record by tag using API
Hi! I want to filter records by tags in Zoho CRM using the API. First I have to say IDK why tags are disabled in sandbox, it makes no sense at all. But anyway I couldn't find any documentation on how to filter by tags using the CRM API. Can you point
Front End UI for my extension
I am creating an extension using ZOHO sigma and my extension requires to input start date and end date as a variables. I want to make the front end to accept data from the user and I will store it in custom variables. How to create a UI for this also
Invoke URL - Not possible to pull Record Owner ID?
I am not able to pull the record owners ID when invoking a URL. However, it is available as a field in webhooks. Is this just an oversite?
Skype for Business and Zoho CRM - does it work together?
We use SFBusiness and have a dedicated pipe. We are evaluating CRMs and need to work with Skype for Biz or Lync. Is there a method of connecting ot them so we can leverage zoho and lync? Thanks Todd