Add Claude in Zoho Cliq

Add Claude in Zoho Cliq



Let’s add a real AI assistant powered by Claude to your workspace this week, that your team can chat with, ask questions, and act on conversations to run AI actions on.

This guide walks you through exactly how to do it, step by step, with all the code you'll need.

Just copy, paste, replace the placeholders and you'll be good to go.


By the end of this guide, you’ll have:

  1. A Claude bot inside Zoho Cliq to have real back-and-forth conversations.
  2. The ability to @mention Claude in any channel and reply to a message and ask Claude to act on it.
  3. A message action to act on messages in Cliq by Claude. Additionally, pre-built actions to review code, generate mind maps, draft a reply for the selected message, or explain it like you’re new.
IdeaBefore you start:
1. A Zoho Cliq account with Developer access.
2. An Anthropic API key
3. Basic comfort with Deluge (optional — all code is provided
😉)

A. How to get an Anthropic API key?



1. To get an Anthropic API key, sign up at the Anthropic Console (console.anthropic.com).
2. Navigate to the API Keys tab, and click Create Key. 
3. You must add credits via the Billing section to activate the key. Copy the key immediately, as it cannot be viewed again.

Alert
Note: In this guide, the API key is pasted directly into the code for simplicity. But never, ever share your API key to others and double-check before sharing screenshots or code.

B. Create a Connection 

Claude needs permission to: Read chat messages and Fetch attachments (like PDFs) when prompted, for that let's create a connection for it.  ⓘ Learn more about connections

1. Go to the Connections module (in Bots & Tools) → Create Connection
2. Add a Connection name, for eg. "readmessageandfile"
3. Select:
ZohoCliq.Attachments.READ
ZohoCliq.Messages.READ
4. Create
Click Create, then authorize the connection. Copy the connection name, you'll paste it into the handlers in the next steps.

How to start

Go to Zoho Cliq → Settings → Bots & Tools 

Claude Bot:




  • Go to Bots → Create Bot.

  • Name it Claude and give it any description of choice.

  • First, let's create a Message handler to handle the conversations first.

  • Click edit code and copy paste the below code in it (follow along the comments to understand what each part does)

Idea

One API endpoint. That's all.


Both the bot and the message action use the same single Anthropic endpoint: POST /v1/messages. The only thing that changes between them is the system prompt and what you put in the messages array. Once you understand that, the rest is just assembly.
Explore API docs →


Message Handler:



What does this do: Fetches last 10 (customizable - but keep message limit small ( around 10–15 to avoid token overuse)) chat messages for additional context and enables natural chat conversations 


  1. info environment;
  2. botUniqueName = "BOT-UNIQUE-NAME";
  3. // Replace with your bot unique name
  4. cliqBaseUrl = environment.get("base_url");
  5. fetchRecentMessages = invokeurl
  6. [
  7. url :cliqBaseUrl + "/api/v2/chats/" + chat.get("id") + "/messages?limit=10"
  8. type :GET
  9. connection:"CONNECTION-NAME"
  10. //Read below how to create a connection, and paste here:
  11. ];
  12. info fetchRecentMessages;
  13. contentList = list();
  14. contentList.add({"role":"user","content":"Act as a conversational assistant. Reply to the message below in a friendly, informative, and well-organized way.\n\nGuidelines:\n- Respond only to the message provided.\n- Do not use memory or external context.\n- Be warm but professional.\n- Be clear and structured (use short paragraphs or bullet points if helpful).\n- Provide helpful details or clarification where useful.\n- If something is unclear, ask a polite follow-up question.\n- If action is needed, suggest a simple next step.\n- Do not include meta commentary.\n- Output only the reply.\n\n\nSTRICTLY USE * FOR BOLD, AND NEVER ** FOR BOLD MARKDOWN."});
  15. allMessages = fetchRecentMessages.get("data");
  16. for each  data in allMessages
  17. {
  18. type = data.get("type");
  19. if(type == "card" || type == "text")
  20. {
  21. getMessage = data.get("content").get("text").replaceAll("\n"," ");
  22. senderID = data.get("sender").get("id");
  23. if(senderID.startsWith("b-"))
  24. {
  25. contentList.add({"role":"assistant","content":getMessage});
  26. }
  27. else
  28. {
  29. contentList.add({"role":"user","content":getMessage});
  30. }
  31. }
  32. }
  33. info contentList;
  34. // Set up API headers
  35. apiHeaders = Map();
  36. apiHeaders.put("anthropic-version","2023-06-01");
  37. apiHeaders.put("Content-type","application/json");
  38. apiHeaders.put("X-Api-Key","INSERT-API-KEY-HERE");
  39. // Don't forget your API key!
  40. model = "claude-sonnet-4-5-20250929";
  41. requestPayload = {"max_tokens":1024,"messages":contentList,"model":model};
  42. // Make API call to Claude
  43. claudeApiResponse = invokeurl
  44. [
  45. url :"https://api.anthropic.com/v1/messages"
  46. type :POST
  47. parameters:requestPayload + ""
  48. headers:apiHeaders
  49. detailed:true
  50. ];
  51. info claudeApiResponse;
  52. if(claudeApiResponse.get("responseCode") == 200)
  53. {
  54. responseBody = claudeApiResponse.get("responseText");
  55. parsedResponse = responseBody.toMap();
  56. claudeMessage = parsedResponse.get("content").get(0).get("text").replaceAll("\n\n","\n").remove("---").remove("#");
  57. if(claudeMessage.length() > 4000)
  58. {
  59. claudeMessage = claudeMessage.subString(0,4000) + "...";
  60. }
  61. info "Claude's Response: " + claudeMessage;
  62. }
  63. else
  64. {
  65. responseBody = claudeApiResponse.get("responseText");
  66. parsedResponse = responseBody.toMap();
  67. claudeMessage = "*" + parsedResponse.get("error").get("type") + "* \n" + parsedResponse.get("error").get("message");
  68. info "API Error: " + claudeApiResponse;
  69. }
  70. responseContent = {"text":claudeMessage,"card":{"title":"Claude says...","icon":"https://uxwing.com/wp-content/themes/uxwing/download/brands-and-social-media/claude-ai-icon.png"}};
  71. info responseContent;
  72. info zoho.cliq.postToBot(botUniqueName,responseContent);
  73. return Map();


⚙️ Replace These Placeholders

BOT-UNIQUE-NAME (ⓘ How to find it?)
CONNECTION-NAME
INSERT-API-KEY-HERE



Mention Handler:



What does this do: This is to allow Claude to be @mentioned in any chat.
  1. userMessageText = "";
  2. fileAction = false;
  3. repliedMessage = false;
  4. if(message_details.get("message").containKey("replied_message"))
  5. {
  6. repliedMessage = true;
  7. replyMessageID = message_details.get("message").get("replied_message").get("id");
  8. messageType = message_details.get("message").get("replied_message").get("type");
  9. if(messageType == "text" || messageType == "card")
  10. {
  11. userMessageText = message_details.get("message").get("replied_message").get("text");
  12. }
  13. else
  14. {
  15. fileType = message_details.get("message").get("replied_message").get("file").get("type");
  16. if(fileType != "application/pdf")
  17. {
  18. return {"type":"banner","text":"Only PDF files are supported for this action","status":"failure"};
  19. }
  20. else
  21. {
  22. fileAction = true;
  23. }
  24. }
  25. }
  26. promptInstruction = "\"### Instructions ⓘ \nProvide a human-digestible, highly organized response (300-500 characters). Break down your output into bite-sized paragraphs and use bolding to guide the reader's eye. *Strictly avoid tables.* Use plenty of white space and only ### headings for a clean look. \n\n ### Formatting Protocol • \n - Bold: *text* \n - Italic: _text_ \n - Strike: ~text~ \n - Underline: __underline__ \n - Headers: ### Title \n - Quote: \"quote\" \n - Blockquote: > text \n - Bullets: Use • or → for lists \n - Emojis: Use ✨, 🚀, or 💡 to highlight key takeaways \n - Separator: --- \n\n ### and replace ** to *";
  27. userPrompt = "";
  28. if(message.trim().length() > 0)
  29. {
  30. userPrompt = "Action: " + message + "\n\n\n" + userMessageText + "\n\n\n" + promptInstruction;
  31. }
  32. else
  33. {
  34. userPrompt = "Action: " + userMessageText + "\n\n\n" + promptInstruction;
  35. }
  36. // Set up API headers
  37. apiHeaders = Map();
  38. apiHeaders.put("anthropic-version","2023-06-01");
  39. apiHeaders.put("Content-type","application/json");
  40. apiHeaders.put("ENTER-APIKEY-HERE");
  41. // Don't forget your API key!
  42. // Check if message is text-only or contains a file
  43. if(!fileAction)
  44. {
  45. // Handle text-only message
  46. requestPayload = {"max_tokens":1024,"messages":{{"content":userPrompt,"role":"user"}},"model":"claude-sonnet-4-5-20250929"};
  47. }
  48. else
  49. {
  50. // Handle message with file attachment
  51. uploadedFile = invokeurl
  52. [
  53. url :message_details.get("message").get("replied_message").get("file").get("url")
  54. type :GET
  55. connection:"ENTER-CONNECTION-NAME"
  56. ];
  57. info uploadedFile;
  58. // uploadedFile = message.get("content").get("file").get("name");
  59. base64EncodedFile = zoho.encryption.base64Encode(uploadedFile);
  60. if(message_details.get("message").get("replied_message").containKey("comment"))
  61. {
  62. comment = message_details.get("message").get("replied_message").get("comment");
  63. userPrompt = userPrompt + "\n" + comment;
  64. }
  65. else
  66. {
  67. userPrompt = userPrompt;
  68. }
  69. mediaType = "application/pdf";
  70. requestPayload = {"max_tokens":1024,"messages":{{"role":"user","content":{{"type":"document","source":{"type":"base64","media_type":mediaType,"data":base64EncodedFile}},{"type":"text","text":userPrompt}}}},"model":"claude-sonnet-4-5-20250929"};
  71. }
  72. info requestPayload;
  73. // Make API call to Claude
  74. claudeApiResponse = invokeurl
  75. [
  76. url :"https://api.anthropic.com/v1/messages"
  77. type :POST
  78. parameters:requestPayload + ""
  79. headers:apiHeaders
  80. detailed:true
  81. ];
  82. info claudeApiResponse;
  83. // Extract the actual text response
  84. if(claudeApiResponse.get("responseCode") == 200)
  85. {
  86. responseBody = claudeApiResponse.get("responseText");
  87. parsedResponse = responseBody.toMap();
  88. claudeMessage = parsedResponse.get("content").get(0).get("text").replaceAll("\n\n","\n").remove("---").remove("#");
  89. if(claudeMessage.length() > 4000)
  90. {
  91. claudeMessage = claudeMessage.subString(0,4000) + "...";
  92. }
  93. info "Claude's Response: " + claudeMessage;
  94. }
  95. else
  96. {
  97. responseBody = claudeApiResponse.get("responseText");
  98. parsedResponse = responseBody.toMap();
  99. claudeMessage = "*" + parsedResponse.get("error").get("type") + "* \n" + parsedResponse.get("error").get("message");
  100. info "API Error: " + claudeApiResponse;
  101. }
  102. responseContent = {"text":claudeMessage,"card":{"title":"Claude says...","icon":"https://uxwing.com/wp-content/themes/uxwing/download/brands-and-social-media/claude-ai-icon.png"}};
  103. info responseContent;
  104. if(repliedMessage)
  105. {
  106. responseContent.put("reply_to",replyMessageID);
  107. }
  108. info zoho.cliq.postToChat(chat.get("id"),responseContent);
  109. return Map();



Message Action
What does it do: Allow Claude to act on any message or file.

Quoteⓘ For files, we've extended this to only PDF file formats for now to keep implementation predictable and to avoid unsupported file formats

What we're adding:
1. When executed on any message, a form opens to prompt:

A. 🔍 Review code
Claude acts like a senior engineer who finds bugs, lists risks, suggest improvements, provides corrected code.



B. ✨ Explain like I'm new
Claude teaches you what it is, why it matters, how it works, an analogy or common mistakes for any concept.


C. 🧠 Make Mindmap

Converts content into a structured ASCII flow chart for explaining system designs, feature breakdowns or general product thinking.


D. 📌 Draft a reply
Give professional, concise business replies to address, asks clarifications, suggests next steps in a human tone. 


How to create:

1. Create a
Message Action, name it Ask Claude and give any description of your choice.



2. Message properties:  Text messages, Attachments, Links
3. Enter code as instructed below:
(Copy the function name and replace it in Line. 14)
  1. info message;
  2. returnForm = false;
  3. if(message.get("type") == "file")
  4. {
  5. fileType = message.get("content").get("file").get("type");
  6. if(fileType != "application/pdf")
  7. {
  8. return {"type":"banner","text":"Only PDF files are supported for this action","status":"failure"};
  9. }
  10. }
  11. inputs = list();
  12. inputs.add({"label":"Choose an action","name":"action","mandatory":true,"type":"radio","options":{{"value":"reviewcode","label":"🔍 Review Code"},{"value":"explainthis","label":"🧠 Make Mindmap"},{"value":"ExplainlikeImnew","label":"✨ Explain like I’m new"},{"value":"Draftreplyforthis","label":"📌 Draft reply for this"}}});
  13. inputs.add({"label":"More instructions","name":"additionalInstructions","placeholder":"You can provide additional instructions if needed.","min_length":"0","max_length":"500","mandatory":false,"type":"textarea"});
  14. return {"type":"form","title":"Ask Claude","hint":"What would you like Claude to do? Choose an action or write your own.","name":"INSERT-FUNCTION-NAME","button_label":"Submit","inputs":inputs,"action":{"type":"invoke.function","name":"INSERT-FUNCTION-NAME"}};
Next, let's create a function and then link it up to the built-Message action to open the form:



Form Function:



1.Go to Functions → Name your function (Eg. askclaude) and add description
2. Select Form function
3. Create



Once created, in the Form Submit Handler, paste this code:
  1. info form;
  2. info message;
  3. // Set up API headers
  4. apiHeaders = Map();
  5. apiHeaders.put("anthropic-version","2023-06-01");
  6. apiHeaders.put("Content-type","application/json");
  7. apiHeaders.put("ENTER-APIKEY-HERE");
  8. // Don't forget your API key!
  9. actionType = form.get("values").get("action").get("value");
  10. promptInstruction = "\"### Instructions ⓘ \nProvide a human-digestible, highly organized response (250-300 characters). Break down your output into bite-sized paragraphs and use bolding to guide the reader's eye. *Strictly avoid tables.* Use plenty of white space and only ### headings for a clean look. \n\n ### Formatting Protocol • \n - Bold: *text* \n - Italic: _text_ \n - Strike: ~text~ \n - Underline: __underline__ \n - Headers: ### Title \n - Quote: \"quote\" \n - Blockquote: > text \n - Bullets: Use • or → for lists \n - Emojis: Use ✨, 🚀, or 💡 to highlight key takeaways \n - Separator: --- \n\n ### and replace all ** to *";
  11. if(actionType == "reviewcode")
  12. {
  13. userPrompt = "🔍 You are a senior engineer. \nReview this code: \n• List bugs or logical errors \n• Note assumptions and risks \n• Suggest improvements \n• Provide corrected code \n• Explain why your version is better\n\n\n" + promptInstruction;
  14. }
  15. else if(actionType == "explainthis")
  16. {
  17. userPrompt = "🧠 You are a systems thinker. \n•Convert the input into a visual flow chart using plain text. \n•Strict Output Rules \n•Output ONLY inside a triple backtick code block \n•Do NOT use Mermaid \n•Do NOT write paragraphs \n•Do NOT explain anything \n•Do NOT use bullet lists outside structure \n•Use ASCII connectors to form a real flow chart \n•Use arrows (→, ↓, ↳, ├──, └──) to show relationships \n•Maintain clear hierarchy and spacing \n•One single root at the top \n•Logical directional flow (top → down) \n•Structure Requirements \n•Root node at top \n•First-level branches below \n•Subpoints indented \n•Cross-links if relevant \n•Clean spacing \n•No duplicated nodes \n•Required Format Example \n•MAIN IDEA \n•Branch 1 -> Subpoint -> Subpoint \n•Branch 2 -> Subpoint ->Subpoint \n•Branch 3 -> Subpoint -> Subpoint\n\n\n" + promptInstruction;
  18. }
  19. else if(actionType == "ExplainlikeImnew")
  20. {
  21. userPrompt = "✨ You are a teacher for beginners. \nExplain: \n• What it is \n• Why it matters \n• How it works (steps) \n• A simple analogy \n• One common beginner mistake\n\n\n" + promptInstruction;
  22. }
  23. else if(actionType == "Draftreplyforthis")
  24. {
  25. userPrompt = "📌 You are a professional responder. \nReply to this message: \n• Directly address main point \n• Ask for clarification if needed \n• Suggest next steps \n• Keep it concise and clear \n• Make sure message in a buisness casual tone, consise, human written.\n\n\n" + promptInstruction;
  26. }
  27. if(form.get("values").get("additionalInstructions").length() > 0)
  28. {
  29. userPrompt = userPrompt + "\n" + form.get("values").get("additionalInstructions");
  30. }
  31. // Check if message is text-only or contains a file
  32. if(message.get("type") == "text" || message.get("type") == "card")
  33. {
  34. // Handle text-only message
  35. userMessageText = message.get("text");
  36. requestPayload = {"max_tokens":1024,"messages":{{"content":userPrompt + "\n\n" + userMessageText,"role":"user"}},"model":"claude-sonnet-4-5-20250929"};
  37. }
  38. else
  39. {
  40. // Handle message with file attachment
  41. uploadedFile = invokeurl
  42. [
  43. url :"https://cliq.zoho" + environment.get("tld") + "/api/v2/files/" + message.get("content").get("file").get("id")
  44. type :GET
  45. connection:"ENTER-CONNECTION-NAME"
  46. ];
  47. info uploadedFile;
  48. base64EncodedFile = zoho.encryption.base64Encode(uploadedFile);
  49. if(message.get("content").containKey("comment"))
  50. {
  51. comment = message.get("content").get("comment");
  52. userPrompt = userPrompt + "\n" + comment;
  53. }
  54. else
  55. {
  56. userPrompt = userPrompt;
  57. }
  58. mediaType = message.get("content").get("file").get("type");
  59. mediaType = "application/pdf";
  60. requestPayload = {"max_tokens":1024,"messages":{{"role":"user","content":{{"type":"document","source":{"type":"base64","media_type":mediaType,"data":base64EncodedFile}},{"type":"text","text":userPrompt}}}},"model":"claude-sonnet-4-5-20250929"};
  61. }
  62. info requestPayload;
  63. // Make API call to Claude
  64. claudeApiResponse = invokeurl
  65. [
  66. url :"https://api.anthropic.com/v1/messages"
  67. type :POST
  68. parameters:requestPayload + ""
  69. headers:apiHeaders
  70. detailed:true
  71. ];
  72. // info claudeApiResponse;
  73. // Extract the actual text response
  74. if(claudeApiResponse.get("responseCode") == 200)
  75. {
  76. responseBody = claudeApiResponse.get("responseText");
  77. parsedResponse = responseBody.toMap();
  78. claudeMessage = parsedResponse.get("content").get(0).get("text").replaceAll("\n\n","\n").remove("---").remove("#");
  79. if(claudeMessage.length() > 4000)
  80. {
  81. claudeMessage = claudeMessage.subString(0,4000) + "...";
  82. }
  83. info "Claude's Response: " + claudeMessage;
  84. }
  85. else
  86. {
  87. responseBody = claudeApiResponse.get("responseText");
  88. parsedResponse = responseBody.toMap();
  89. claudeMessage = "*" + parsedResponse.get("error").get("type") + "* \n" + parsedResponse.get("error").get("message");
  90. info "API Error: " + claudeApiResponse;
  91. }
  92. responseContent = {"text":claudeMessage,"card":{"title":"Claude says...","icon":"https://uxwing.com/wp-content/themes/uxwing/download/brands-and-social-media/claude-ai-icon.png"},"reply_to":message.get("id")};
  93. info responseContent;
  94. info zoho.cliq.postToChat(chat.get("id"),responseContent);
  95. return Map();

When triggered: Opens a form → User selects an action → Adds additional instructions → Submits → Claude processes the selected message


And that's it. You're Claude integration is ready to be used. 



What's Next:

What you built today is just the foundation.

Shape it around how your team actually works. Extend it to turn discussions into action items, review PRs before they’re merged, generate standup updates, extract tasks automatically, or create knowledge snippets from resolved threads.

Start with one real pain point. Solve it well. Then layer more intelligence on top.

The structure is already there. The possibilities are yours.

🔗 Explore Zoho Cliq: Developer Platform
🔗 Explore Anthropic API Docs

Questions? Comments below. 
Looking forward how you'll build and go make it your own. 🚀
    • Sticky Posts

    • Add Claude in Zoho Cliq

      Let’s add a real AI assistant powered by Claude to your workspace this week, that your team can chat with, ask questions, and act on conversations to run AI actions on. This guide walks you through exactly how to do it, step by step, with all the code
    • Automating Employee Birthday Notifications in Zoho Cliq

      Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
    • Zoho Cliq REST APIs v3 : A complete guide to what's changed and why 

      APIs are not just consumed by a developer with numerous automations and a series of open browser tabs. They are parsed by LLMs, fed into agent pipelines, and auto-completed by AI coding assistants that have zero tolerance for inconsistency. A verb tucked
    • Cliq Bots - Post message to a bot using the command line!

      If you had read our post on how to post a message to a channel in a simple one-line command, then this sure is a piece of cake for you guys! For those of you, who are reading this for the first time, don't worry! Just read on. This post is all about how
    • Automating Real-Time Zoho Bookings Alerts in Zoho Cliq

      Enable your teams to respond in seconds by bridging the gap between booking confirmation and team notification. No sticky notes, no calendar nudges and no follow-up frenzies. For businesses that rely on scheduled appointments, real-time visibility is
      • Recent Topics

      • [BUG] WebTabs in ZohoCRM now have a spurious "\" displayed along with some additional HTML Head code included

        An example of the issue can be seen below:
      • Scheduled import

        The tutorial shows a scheduled import option but this option doesn't appear to be available when using Zoho DB.
      • #4 Choosing How My Invoice Should Look

        Day 4: Meera had the basics sorted. Her business name was there, the address looked right, and her logo finally appeared where it should. But the invoice still did not quite look like hers. Her old studio used invoices that were clean, tightly laid out,
      • Transaction rules for "Owner's Contribution" ?

        I have a bank account where a lot of the deposits are "Owner's Contributions" (i.e., the business owner investing money in the company). Is it possible to create a Transaction Rule to automatically recognize these? They all have the same verbiage from
      • DYK 12: Turn Email into Work Items

        Did you know you can add work items to your Zoho Projects portal directly from your inbox? The initial step of important collaborations start over an email, and most of these require an immediate follow-up by creating a task, or reporting an issue. During
      • Custom Function not getting package details when triggered from Workflow Rules.

        I have a custom function for Packages that submits a form in our Creator app that we use to generate custom shipping labels (internal staff complete deliveries so we cannot generate shipping labels straight from Inventory). When the function is executed
      • how to Solve Conflict Invoices in Zoho POS

        Hello Team, I am facing a repeated issue in Zoho POS while saving a sale that contains service-based items. My products are intentionally created as Service (Non-Inventory) items because I do not want to track stock for them. However, every time I try
      • ¿Cuándo estará disponible la edición de Zoho POS para México?

        He estado revisando las capacidades de Zoho POS y su evolución dentro de la estrategia de Zoho for Retail, y me parece que existe una oportunidad muy interesante para el mercado mexicano. Zoho POS ya ofrece funcionalidades para gestionar ventas, inventario,
      • Important update for Zoho RPA Windows Agent users

        Hi everyone, We would like to share an important update for Zoho RPA Windows Agent users running Windows Server 2016 or Windows Server 2019. The new Zoho RPA Windows Agent 6.0.0 and later versions are not supported on Windows Server 2016 and Windows Server
      • Multi-Option Estimates: One Estimate, Multiple Choices

        Every service request can have multiple solutions. Multi-Option Estimates help you present these different solutions in a single estimate with its own name, parts, price, and total. Each option can differ in scope, approach, or price — whatever choices
      • Delete CRM Portal

        How do I delete portals from my CRM? I created one just to test, it is not in use and is disabled but it's existence is preventing me from marking fields in modules as "required" unless I make it 'read/write' in the portal first. I'd rather just delete
      • Marketing Tip #32: Improve SEO and customer confidence with an FAQ section

        Before making a purchase, customers often have simple questions about delivery times, returns, product usage, or sizing. If they can’t quickly find answers, they may leave your store without buying. Adding a clear FAQ (Frequently Asked Questions) section
      • Contact removed when picking ticket template.

        hi new to Desk rolling out to company, replacing Freshdesk. Is there way to keep the in context contact when selecting a template? When you choose a template you lose the contact!
      • ZOHO Campaigns in ZOHO Analytics - Campaigns vs Contacts Table

        There seems to be information in the Zoho Campaigns table such as Unique Opens and Unique Clicks that can't be found in the Campaigns vs Contacts table where only Opens and Clicks are shown on a per contact level. Is there a way to bring Unique Opens
      • Zoho Publish is now available in Zoho One!

        Hello Zoho One users, We’re excited to announce that Zoho Publish is now included as part of the Zoho One suite! As businesses grow, managing Google Business Profiles across many locations becomes challenging. Business information needs to stay accurate,
      • How to change an employee mail id

        Hi, Does the administrator have the rights to edit an  employees mail id. 
      • Cousin Domain Verification in Zoho Mail: Identify and block look-alike domains

        Phishing attacks often rely on domain names that closely resemble legitimate ones. This makes it difficult for users to identify fraudulent emails at first glance. Zoho Mail's Cousin Domain Verification feature allows administrators to define trusted
      • How do I add 2 agents under the same email?

        I have 2 agents who use the same email address. I added one, but when adding the second agent, it says that the email is already registered. How do I configure this properly?
      • Zoho Desk API modifiedTimeRange returns HTTP 500 around 2026-03-08T02:00:00.000Z

        Hello Zoho Support Team, We are experiencing a reproducible HTTP 500 Internal Server Error when querying the Zoho Desk API search endpoint with a specific modifiedTimeRange boundary. ### API Endpoint GET /api/v1/tickets/search ### Reproduction Steps &
      • Updating an Invoice Line Item's Discount Account via API Call / Deluge Custom Function

        I need help updating an invoice line item's discount account via API. Below is a screenshot of the line item field I am referring to. Now the field to the left of the highlighted field (discount account) is the sales income account. I am able to modify
      • Collaborate Visually with Whiteboard in Zoho Projects

        Whiteboard in Zoho Projects allows you to collaborate visually by creating diagrams, annotating designs, and sketching project workflows using shapes, text, and images within project modules. Team members can work simultaneously, improving productivity
      • Associate project with timer on iPhone

        When I start the timer without first associating a project (on my iPhone), its starts fine but now when I need to associate a project, and click on the link, I get a list of EVERY project I've ever put into Zoho Books. It used to just show active projects.
      • Sales Tax Refund on Commerce Order

        I've looked high and low. Relatively new to ZOHO but not to systems in general. How do we produce a refund for sales tax charged and paid for by a customer in error? This does not impact inventory stock. Simply for accounting and getting the $ back to
      • Importing Chart of Accounts from Quickbooks -- "Debit or Credit"?

        I'm trying to switch from QB to Zoho Books. I've prepped my chart of accounts and put it into the format following the structure of the sample CSV file. But one thing that does not exist at all on the Quickbooks side is the Zoho column for "Debit or Credit".
      • Long term pricing for customers managing multiple organizations

        I've been using Zoho extensively for quite some time and genuinely think it's one of the most powerful and customizable business platforms available. Between Zoho Books and Zoho Analytics, I've invested a significant amount of time building automations,
      • Default Status for Appointments to Completed

        We use Zoho Bookings integrated with Zoho Desk to book time for tech support sessions, we've configured it to only allow for a contact to book a single session to avoid customers overbooking time that may not be needed. The trouble is, once a session
      • Customer User Fields for use in Rules

        Hi, I would like to be able to add custom fields to the users, such as Department or Role, which can then be used in Rules, Reports, etc. as a condition. A use case is limiting Global lists or Choices based on the users Custom Field, so one form can be
      • Add ZeptoMail to Zoho One

        Hi Zoho Team, I would like to request that ZeptoMail be added as a fully included application within Zoho One. Why this is important Zoho One is positioned as a unified business operating system that brings the applications an organization needs under
      • Item image on document

        I know what I am asking may not be possible, but I will ask anyway, maybe I will get lucky, and someone else is doing it. My business is based on special orders only from various online stores. When I send a quote to a client, I generate a separate quote
      • Dashboard Metric Drill-Down Shows Stale Data

        Summary: When clicking between different metric components on a custom dashboard, the drill-down list shows data from the previously opened metric instead of the one just clicked. Steps to Reproduce: Create a custom dashboard with multiple pre-defined/templatized
      • Zoho Marketing Automation WhatsApp Campaign Import Sync for Zoho Analytics

        WhatsApp is a critical channel in modern marketing, yet WhatsApp Campaign metrics from Zoho Marketing Automation currently cannot be natively imported into Zoho Analytics via the default advanced analytics connector. Integrating this into the standard
      • 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,
      • Programmatic Itemized Expenses?

        It does not appear that it is possible to create itemized expenses programmatically (via the API)? Is this correct, or am I misunderstanding the situation?
      • Prefix & Suffix on Single Line, Number, etc.

        Hi, I would like to have the same Prefix and Suffix that was added to the Unique ID on Text and Number Fields. Use case could be as basic as temperature, as per another Idea I have to use Single Line (Text) for a number that might have leading zeros today,
      • Handle Leading Zeros in a Number Field

        Hi, If I use a Number Field, set with Min 7 Digits and Max 7 Digits, and enter 0000001, it will result in 1 and an error as it removes the leading zeros, the same with entering 0012340 will result in 12340 and error. So I have to use a Text Field and
      • Is there a way to show contact emails in the Account?

        I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail
      • Virtual Option for Fields

        Hi, I would like to be able to choose another option other than Read-Only or Disabled, such as Virtual. And with Virtual, the field is shown on the form and avilable in rules, but NOT saved to the Database. A use case is having multiple Large Lists of
      • Zoho Marketing Automation Cannot Sync Lookiup Fields

        Hello all, It seems that Zoho MA cannot sync Lookup fields from the CRM. Can you confirm if this is the case? Is there a workaround? Do you know if Campaigns can sync with custom modules and also with Lookup field in the CRM? Thank you!
      • Specific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified

        I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if that
      • 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
      • Next Page