Availability

1. Connect Zoho Recruit with external apps
   
2. Link internal modules or records
   
3. Execute complex functions using Deluge scripting & more!
   

Benefits & Examples

1. Trigger External Integrations
   Connect Zoho Recruit to other apps you use—like HR tools, testing platforms, or payroll systems—without switching tabs.
   Example: A button that sends candidate details to your background verification platform in one click.
2. Pre-fill and Launch Custom Actions
   Launch processes that take inputs from the record you're viewing and perform actions instantly—without needing to fill the same data twice.
   Example: A button that creates a meeting invite using candidate information and a preset time slot.
3. Open Personalized URLs
   Open any third-party page with details filled in dynamically from your record.
   Example: A button that opens a Google search or company page for the candidate’s previous employer.
4. Trigger a Series of Actions
   Instead of manually sending emails, updating fields, and logging activity—group it all behind one button.
   Example: A button that marks a candidate as "Rejected", sends a polite rejection email, and updates their record.
5. Custom Workflows for Niche Needs
   Every organization has its own quirks. With custom buttons, you can create internal tools that match your exact process.
   Example: A button that alerts the finance team when a candidate accepts an offer, and creates a task for laptop allocation.

Note: Administrators can create up to 50 buttons per module.

Creating Custom Buttons

1. Go to Settings > Setup > Customization > Modules.
   
   
2. Select the required module.
   
   
3. Under the Links & Buttons tab, click Create Your First Button.
   
   

In the Create Your Button page:

1. Name your button (max 30 characters).
   
2. Select a button placement.
   
   
1. Create/Clone Page
   
2. Edit Page
   
3. Record Details Page
   
4. List View - Mass action
5. List View - Button for each record - The button will then appear on the top toolbar in the List View, and becomes active when you select one or more records
   
3. Select or define the button action (mandatory).
   

Defining Button Actions

From Existing Actions

Reuse previously created custom functions saved in your account. These are stored under Setup > Developer Space > Functions.

1. Choose From Existing Actions as your action type.
   
2. Click Configure next to a function.
   
3. Click Save. You can change the configured function
   
1. You can then edit the associated custom function. Click Edit Arguments if you wish to map parameters.
   
   
2. Map the necessary parameters (e.g., Phone, Candidate ID, Job Opening ID, etc.) and click Save.
   
4. Assign profile permissions and save.
   

Write Your Own Custom Function

1. Choose Writing Custom Function.
   
2. Define name, description, and arguments.
   
3. Write your script.
   
   
4. Click Save.
   
   Note: 
   From the list view, you can also choose multiple records to perform the button action. In case when multiple records are selected and the button action is a custom function, then the values of the records passed will be ||| (three pipe symbols) separated.
   

Usage Limits

Custom functions share limits across workflows and buttons. Refer the table below for the daily limit of function calls for the Enterprise plan.

Task Type	Limit (calls per day)
Zoho API Calls	25,000
Get Data	25,000
Post Data	25,000
Send Email	1,000

Invoke a URL

Trigger an external URL dynamically using field values:

1. URL length: up to 3000 characters
   
2. Merge fields allowed
   
3. Display in:
   
1. Existing Tab
   
2. New Tab
   
3. New Window
   

Example: http://zylker.com/topic/company/${Candidates.Company}

Open a Web Tab

1. Create or reuse a web tab.
   
2. Insert merge fields into the URL
   
3. The tab opens when the button is clicked
   

Managing Custom Buttons

To edit a custom button:

1. Navigate to Settings > Setup > Customization > Fields & Layouts > Links & Buttons.
   
2. Click the Edit icon for the button.
   
3. Update name, description, placement, action, or permissions and click Save.
   

1. Go to Setup > Customization > Modules > [Select a module] > Layout > Links and Buttons.
2. Click the Delete icon next to the button.
   
   

Note: Only Administrators can edit or delete custom buttons.

Custom Links

Custom Links allow you to embed third-party URLs or services into a module. Use cases include:

1. Linking to Twitter profiles using ${Contacts.Twitter ID}
   
2. Embedding map services (beyond Google Maps)

Creating Custom Links

1. Go to Setup > Customization > Modules and choose a module.
   
2. Select the Links & Buttons tab and click Create Your First Link.
   
3. Enter the following details:
   
1. Label (max 50 characters)
   
2. Description (max 250 characters)
   
3. URL (max 3000 characters)
   You can include merge fields with the URL if you wish
4. Set profile-level permissions
   
5. Click Save
   

Deleting a Custom Link

1. Navigate to Setup > Customization > Modules
   
2. Select the module and go to the Links & Buttons tab.
   
3. Click the Delete icon next to the link.
   

Note: Administrators can create up to 10 links per module.

Custom Buttons & Links for Portals

Custom Buttons in Zoho Recruit are now supported in external portals too! This lets you empower users in the Candidate, Client, Vendor, and Custom Portals to take meaningful actions without needing recruiter or admin intervention.

Profile-Based Access for Portals

When creating a custom button or link, you can specify which portal users should see it under the Which profile(s) should see this button? section. Here's how each portal maps to the appropriate profile:

1. Candidate Portal → Candidate
   
2. Client Portal → Client
   
3. Vendor Portal → Vendor
   
4. Custom Portal → (Depends on configuration)
   

Button Placement by Portal

Candidate Portal

1. Placement: Details Page
   Location in Portal: Profile section (accessible via the “More” icon)
   

1. Placement: List View
   Location in Portal: Applications > Job List View
   
2. Placement: Details Page
   Location in Portal: Applications > Job Detail View
   

Client Portal

1. Placement: Details Page
   Location in Portal: Record overview pop-up of Candidate
   
   
2. Placement: List View
   Location in Portal: List View of Candidates module (in portal)
   
   

1. Placement: Create
   Location in Portal: Job Opening create form (in portal)
   
   
2. Placement: List View
   Location in Portal: List View of Job Openings module (in portal)
   
   
3. Placement: Details Page
   Location in Portal: Record overview pop-up of Job Opening
   

Vendor Portal

1. Location in Portal: Appears as a custom tab
   
   

Custom Portal