Using ZRC in Client Script

Using ZRC in Client Script

Hello everyone!

Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. 

In this Kaizen post,
  1. What is ZRC?
  2.  ZRC Methods
  3. Use Case
  4. Solution
  5. Summary
  6. Related Links
1. What is ZRC?

Zoho Request Client (ZRC) is a built-in SDK in Zoho CRM that provides a unified way to make REST API calls across developer-centric features of Zoho CRM like Client Script, Widgets. Invoking CRM APIs, Connection APIs, and external APIs requires different syntax and separate code for each type. ZRC removes this complexity by offering one common and consistent approach to call all APIs, making client-side development easier and faster.

The following are the key features of ZRC.
  1. ZRC works with any CRM API version
  2. It supports self domain calls by providing only the API endpoint without specifying the domain
  3. Uses a single unified syntax for CRM APIs, custom Connections, and external public APIs. 
  4. No authentication handling needed for the same CRM org as ZRC manages it automatically
  5. Automatic JSON handling without manual parsing.
  6. Supports clean async code with full async-await and promise chaining.

2. ZRC Methods



Click here for more details about ZRC Methods.

3. Use Case - Log call notes and update the Lead status with a button click.

Quote
At Zylker, Salespersons often make multiple call attempts before connecting with a lead. Manually recording these attempts and updating the Lead status is often overlooked, leading to incomplete tracking and inaccurate pipeline data. To address this, the Admin wants the following changes:

1. Display a popup to capture call attempt details when a button is clicked and save them as a Note on the current Lead.

2. Also, update the Lead_Status of the current Lead to “Contacted” .

4. Solution

Here, the requirement is to create a note based on the Salesperson's description and update the status of the Lead record.To achieve this, Salesperson's input is collected through a pop-up when a custom button is clicked. The ZRC POST method is used to create a note for the Lead. The ZRC PUT method is used to update the status of the Lead record. As the Client Script has to be triggered with a button click, you should create a custom button and add Client Script from "Create Custom Button" pop-up.

  1. Go to Setup > Customization > Modules and Fields. Click Leads and navigate to "Buttons" tab.
  2. Specify the details about the custom button, Define action as "Client Script" and click Create.


  1. This opens Client Script IDE.
  2. Enter the following script and click Add in Client Script IDE. 
  1. // Validate if the script is running on a Lead record page
  2. if (!leadModule || !leadRecordId || leadModule !== 'Leads') {
  3.     ZDK.Client.showMessage('This script is designed to run exclusively on Lead record pages. Please navigate to a Lead record to use this feature.', { type: 'warning' });
  4.     return;
  5. }

  7. // Display a loader to indicate ongoing background operations
  8. ZDK.Client.showLoader({ message: 'Logging call attempt and creating follow-up actions...' });

  10. try {
  11.     // 1. Create a standardized Note attached to the Lead
  12.     var notes_content = ZDK.Client.getInput([{
  13.         type: 'text',
  14.         label: 'Log Call Details'
  15.     },
  16.     ], 'Log Call Details', 'OK', 'Cancel');
  17.     log(notes_content);
  18.     console.log({ notes_content });
  19.     const notePayload = {
  20.         data: [{
  21.             Note_Title: 'Call Attempt Log',
  22.             Note_Content: notes_content[0],
  23.             Parent_Id: { // Associate the note with the current Lead record
  24.                 id: leadRecordId,
  25.                 name: leadRecordName,
  26.                 module: {
  27.                     api_name: leadModule
  28.                 }
  29.             }
  30.         }]
  31.     };

  33.     const noteCreationResponse = await zrc.post('/crm/v8/Notes', notePayload);

  35.     // Check for successful note creation (200 OK or 201 Created)
  36.     if (noteCreationResponse.status !== 201 && noteCreationResponse.status !== 200) {
  37.         throw new Error('Failed to create Note: ' + JSON.stringify(noteCreationResponse.data));
  38.     }

  40.     // 2. Update the Lead_Status field to “Contacted” on the current Lead
  41.     const leadUpdatePayload = {
  42.         data: [{
  43.             id: $Page.record_id, // Specify the record to update
  44.             Status: 'Contacted'
  45.         }]
  46.     };
  47.     const leadUpdateResponse = await zrc.put(`/crm/v8/${leadModule}/${leadRecordId}`, leadUpdatePayload);
  48.     $Client.refresh();

  50.     // Check for successful lead status update (200 OK or 202 Accepted)
  51.     if (leadUpdateResponse.status !== 200 && leadUpdateResponse.status !== 202) {
  52.         throw new Error('Failed to update Lead Status: ' + JSON.stringify(leadUpdateResponse.data));
  53.     }

  55.     // Display a success message
  56.     ZDK.Client.showMessage('Call attempt logged, and Lead status updated', { type: 'success' });

  58. } catch (error) {
  59.     // Log and display an error message if any step fails
  60.     console.error('Error executing Log Call Attempt script:', error);
  61.     ZDK.Client.showMessage(`An error occurred: ${error.message}`, { type: 'error' });
  62. } finally {
  63.     // Always hide the loader, regardless of success or failure
  64.     ZDK.Client.hideLoader();
  65. }

  1. In the above script, $Page.module retrieves the current CRM module from which the script is executed.
  2. $Page.record_id fetches the unique ID of the record currently opened on the page.
  3. $Page.record provides access to the field values of the current record.
  4. ZDK.Client.showLoader() displays a visual loading message to inform the Salesperson that background operations are in progress.
  5. ZDK.Client.getInput() prompts the Salesperson to enter details about the call through an input dialog.
  6. ZRC.post() sends a POST request to Zoho CRM to create a new record and automatically handles authentication and domain resolution.
  7. In the notePayload,"Parent_Id" links the created note to the current CRM record and module.
  8. ZRC.put() sends a PUT request to Zoho CRM to update an existing record.
  9. $Client.refresh() refreshes the current CRM page so the latest updates are immediately visible to the Salesperson.
  10. Here is how Client Script works.




5. Summary

1. How to update a record in Zoho CRM using ZRC 
2. How to insert a record using ZRC



    • Sticky Posts

    • Kaizen #198: Using Client Script for Custom Validation in Blueprint

      Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Kaizen #226: Using ZRC in Client Script

      Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

    • Kaizen #222 - Client Script Support for Notes Related List

      Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

    • Kaizen #217 - Actions APIs : Tasks

      Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

    • Kaizen #216 - Actions APIs : Email Notifications

      Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

      • Recent Topics

      • Adding Markdown text using Zoho Desk API into the Knowledge Base

        Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality

      • Is it possible to embed Zoho Bookmarks in the Cliq sidebar?

        Is there any way that each Zoho user can access their bookmarks (that live in https://bookmarks.zoho.eu/ which is technically a part of Zoho Mail) directly within Cliq? As a widget, or an item in the sidebar? My team does not use Mail, it uses Cliq all

      • Enhancing Zia's service with better contextual responses and article generation

        Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while

      • Let us add Lookup fields in the Blueprint Transitions

        We are unable to add Lookup Fields in the blueprint transitions in Zoho Desk, we wanted to make it a requirement for our workflow but since it's not available in the transition we cannot. The lookup field exists in the Layout: But it cannot be added/selected

      • Countries List Global Set- Complete with Phone Country Code and Continent.

        Dear Zoho Team I saw your recent addition to the Global Sets regarding the Countries list and states. While working on it, why didn't you also add things like Continent and Phone Country Code? Also, some ISO codes from some Countries/regions are mis

      • How can we clear a signature field with deluge?

        I would like to clear a signature field in the Edit -> On Load. I have tried input.signature = ""; input.signature = null; clear input.signature; None of the above is working. is there any other way I am missing?

      • Online PDF Editor

        Hello Team, There is a small glitch i found when i was using your online software called "PDF Editor", There is a menu bar on right side comes when we click on 3 dots for any pdf, but that entire menu has no options to choose, that is totally blank, please

      • How do you print a refund check to customer?

        Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.

      • How do I disconnect my Salesforce integration?

        I need to integrate a different Salesforce sandbox with my Zoho form.

      • Zoho Recruit - Email Relay

        Good day, Has anyone succeeded in setting up an email relay for Office 365? If I add the details from https://support.microsoft.com/en-us/office/pop-imap-and-smtp-settings-8361e398-8af4-4e97-b147-6c6c4ac95353, I get the connection error. Regards, Eka

      • Zoho Recruit -> Exchange Online Relay

        HI! I have tried to connect Recruit to our MS 365 Exchange Online without any luck. I use this guide https://help.zoho.com/portal/en/kb/recruit/outreach/email-relay/articles/email-relay-zoho-recruit#Configuring_Email_Relay_Settings Do anyone have the

      • Error AS101 when adding new email alias

        Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

      • an issue in Zoho CRM where the workflow rule is not triggering

        H I’m currently facing an issue in Zoho CRM where the workflow rule is not triggering when a new lead is created through a webform. I’ve double-checked the criteria and field updates, everything seems fine but it still doesn’t fire. Has anyone faced this

      • 401 Unauthenticated Error – Zoho CRM to Google Sheets Integration

        Hi I'm building an Automation Function in Zoho CRM using Deluge that appends contact data from Zoho CRM into a Google Sheet whenever a new contact is created. WHAT I'VE DONE: I created a connection in Zoho CRM (Developer Hub → Connections) with the following

      • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

        Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient

      • Real signature in Zoho Expense PDF report ?

        Hello ! Is there a way to put a real signature on the signature line when a PDF report is generated in Zoho Expense? Through Zoho Sign or another way? Can't seem to make it work.

      • Books <-> CRM synchronisation with custom Fields

        Hello, We are synchronising Books Customers with CRM Accounts. In CRM Accounts I set up last year a "segments" multiselect field shown below In Books, I set up a custom multi-select field with the same value as in the CRM And set up the synchronisation inside Books. Want to synchronise the Books Segments with the CRM Segments, but the later doesn't exist, and another non-existing is there ?! First, I don't understand where the field Segmentation is coming from. Second, I set CRM Segmentation to sync

      • Income not showing in direct bank feed

        Hi, I am trying to enter income without knowing or mentioning customer, as i am told, my client wants single or cash basis accounting but i seriously struggling......................

      • I am not able to check in and checkout in zoho people even location access allowed

        This issue i am facing in mackbook air m1, I allowed location in chrome browser and i also tried in safari but getting similar issue. Please have a look ASAP.

      • Preview future shift rotation in Shift Schedule

        Hi, What if, instead of the current behavior, the Shift Rotation feature in Zoho People allowed users to preview future shift schedules before the scheduler execution? Currently, when a shift rotation is configured (for example, monthly rotation), the

      • Automatically Update Ticket Status in Zoho Desk Based on Actions in Zoho Projects

        Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to manage tasks related to customer tickets, and it works well for linking and tracking progress. However, there are a few important automation capabilities

      • Sign Out

        Hello, I have a doubt with Permalink. I have a view created with critera to show only the records belonging to the user who has sign in. The problem is that the different users use the same computer and some times the user login keep signed, and when I send the permalink (by email) of the view, the users enter with other login signed. Moreover the permalink view doesn�t allow to do a log out. May I add something in the permalink to request always sign in? Sorry for my English. Many thanks! Regards

      • Announcing new features in Trident for Windows (v.1.39.4.0)

        Hello Community! Trident for Windows just received a major update, with a range of capabilities that focuses on strengthening communication and simplifying workflows. Let’s dive into what’s new! Upload email attachments to WorkDrive. Until now, you could

      • Notification of Interaction Assignment

        If a user is assigned an interaction, they should be notified via email. These are almost useless because if I assign an interaction for someone to respond to, they dont know that I assigned it to them without me telling them or them logging in and discovering

      • Introducing Automatic Field Addition (Text Tags) in Zoho Sign

        Hello, Today we are excited to announce the general availability of automatic field addition (text tags) feature in Zoho Sign. Now, you can now add text tags in the content of your documents and Zoho Sign will automatically add the corresponding fields when they are uploaded for the signing process. For example: when you add text tags to your sales orders, new employee contracts, and NDAs, Zoho Sign will add the corresponding fields when these documents are uploaded for the signing process. If you

      • Introducing Built-in Telephony in Zoho Recruit

        We’re excited to introduce Built-in Telephony in Zoho Recruit, designed to make recruiter–candidate communication faster, simpler, and fully traceable. These capabilities help you reduce app switching, handle inbound calls efficiently, and keep every

      • Write-Off multiple invoices and tax calculation

        Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,

      • Splitting Transactions in Zoho Books

        I have read in past forum posts that the ability to split bank transactions would likely be implemented - it's definitely a typical accounting program feature.  I'm new to Zoho and thought I'd found nirvana until I realized this feature doesn't seem to

      • Ability to assign Invoice Ownership through Deluge in FSM

        Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This

      • Statement Aging On Cutomer Statement

        Hello, Is it possible to put aging on customer statements? Current 1-30days 31-60days 61-90days 91-120days Over 120 days. See attached image from another accounting package. Many customers pay off a statement and clear older invoices.

      • Unveiling the next iteration of Ask Zia in Zoho CRM: An all-new chat interface, conversation history, actions, and much more

        Your CRM assistant just leveled up. Zoho CRM's Ask Zia functionality now offers a more conversational and context-aware experience to help you not just understand your data, but act on it—all from one chat window. With its redesigned interface and expanded

      • Response rate and time on social media

        Hello, I just want to know if it's possible to manage the response rate and response time from my social media on zoho social ? I don't see any statistical reports on the online scoreboard ? Thank you in advance for your response and sorry if the question has already been posted

      • Whatsapp BOT with CRM

        Hello, how do you use Whatsapp integrations in zoho CRM?

      • Ability to translate Zoho CRM Kiosks

        Hi team, Is support for translating kiosk text and screen names in the Zoho CRM translation tool planned on the roadmap? Thanks,

      • Create Receipt of a Donation (not a sale)

        We are a non-profit organization that receives general donations. How do I create a receipt of payment for the donor and categorize the payment as a Gift? I tried the method of creating an invoice; however that automatically created a "Sales" transaction

      • Whatsapp Limitation Questions

        Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

      • Editing the list of Categories in the Categorize Manually section of Banking in Zoho Books

        Hi, I need to create two new Categories called Withdrawals and Deposits to categorize payments in a bank account. How do I edit the Categories list?

      • Can I write a check in Zoho Books with no associated bill?

        This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply. 

      • Internal Fillable Contract with Zoho Writer (Before Sending to Client)

        Hi everyone, I’m trying to automate the following process in Zoho CRM and would appreciate some guidance. Process: When a Deal moves to a specific stage, CRM triggers an automation. CRM sends a contract template to an internal team member so they can

      • [Free Webinar] Intelligent document processing with Zoho RPA

        Hello everyone! Greetings from the Zoho RPA team! We're excited to invite you to our upcoming webinar on intelligent document processing with Zoho RPA, where we'll introduce powerful new capabilities designed to make your automation journey smarter, faster,

      • Next Page