Customizing your recruitment workflows enhances flexibility and efficiency. In Zoho Recruit, you can create Custom Buttons and Links to connect modules, trigger actions, and integrate with third-party applications—all from within your ATS.
Availability
Available for | Profile Permissions | Only users with the Customize Zoho Recruit permission can create and manage custom buttons and links. Access to each button or link can be restricted by user profile. |
Editions | Staffing Agency and Corporate HR |
Plans | Available only for the Enterprise plan |
Modules | Custom Buttons & Links are available for all predefined and custom modules.
|
Custom Buttons are user-defined action triggers that allow you to perform tasks directly from a module. They can:
- Connect Zoho Recruit with external apps
- Link internal modules or records
- Execute complex functions using Deluge scripting & more!
Benefits & Examples
- 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. - 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. - 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. - 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. - 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.Go to Settings > Setup > Customization > Modules.
- Select the required module.

- Under the Links & Buttons tab, click Create Your First Button.

In the Create Your Button page:
- Name your button (max 30 characters).
- Select a button placement.

- Create/Clone Page
- Edit Page
- Record Details Page
- List View - Mass action
- 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

- Select or define the button action (mandatory).

You can associate a custom button with an action in the following ways:
From Existing Actions
Reuse previously created custom functions saved in your account. These are stored under Setup > Developer Space > Functions.
- Choose From Existing Actions as your action type.
- Click Configure next to a function.

- Click Save. You can change the configured function

- You can then edit the associated custom function. Click Edit Arguments if you wish to map parameters.

- Map the necessary parameters (e.g., Phone, Candidate ID, Job Opening ID, etc.) and click Save.

- Assign profile permissions and save.
Write Your Own Custom Function
Use the Deluge Script Editor to build your own logic:
- Choose Writing Custom Function.
- Define name, description, and arguments.

- Write your script.

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:
- URL length: up to 3000 characters
- Merge fields allowed
- Display in:
- Existing Tab
- New Tab
- New Window
Open a Web Tab
Embed a web page as a new tab in Zoho Recruit:
- Create or reuse a web tab.
- Insert merge fields into the URL
- The tab opens when the button is clicked
- Navigate to Settings > Setup > Customization > Fields & Layouts > Links & Buttons.
- Click the Edit icon for the button.

- Update name, description, placement, action, or permissions and click Save.
- Go to Setup > Customization > Modules > [Select a module] > Layout > Links and Buttons.
- 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:
- Linking to Twitter profiles using ${Contacts.Twitter ID}
- Embedding map services (beyond Google Maps)
Creating Custom Links
- Go to Setup > Customization > Modules and choose a module.

- Select the Links & Buttons tab and click Create Your First Link.

- Enter the following details:

- Label (max 50 characters)
- Description (max 250 characters)
- URL (max 3000 characters)
You can include merge fields with the URL if you wish
- Set profile-level permissions
- Click Save
Deleting a Custom Link
- Navigate to Setup > Customization > Modules
- Select the module and go to the Links & Buttons tab.
- Click the Delete icon next to the link.
Note: Administrators can create up to 10 links per module.
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:
- Candidate Portal → Candidate
- Client Portal → Client
- Vendor Portal → Vendor
- Custom Portal → (Depends on configuration)
Each portal supports custom buttons in different modules and locations.
Candidate Portal
Candidates Module
- Placement: Details Page
Location in Portal: Profile section (accessible via the “More” icon)

Job Openings Module
- Placement: List View
Location in Portal: Applications > Job List View

- Placement: Details Page
Location in Portal: Applications > Job Detail View

Client Portal
Candidates Module
- Placement: Details Page
Location in Portal: Record overview pop-up of Candidate

- Placement: List View
Location in Portal: List View of Candidates module (in portal)

Job Openings Module
- Placement: Create
Location in Portal: Job Opening create form (in portal)

- Placement: List View
Location in Portal: List View of Job Openings module (in portal)

- Placement: Details Page
Location in Portal: Record overview pop-up of Job Opening

Vendor Portal
- Location in Portal: Appears as a custom tab

Custom Portal
Since Custom Portals provide access to any module in Zoho Recruit, they support all standard button placements—just as you would configure them for in-product use.