InvokeURL butchering JSON for OpenAI API calls

InvokeURL butchering JSON for OpenAI API calls

My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this to a list of known schools from a public database that has both a standardized school name, address, phone number, and other data about the school (along with a unique identifier) stored in our org's Zoho Analytics database.

To accomplish this, we are trying to leverage OpenAI's API to find a "best match" of the unique ID. When a school is created in our system, I am getting the "State", "Zip", and entered school name. This runs a query in Zoho Analytics to return batches of 250 schools in that state at a time (to avoid API size problems), and runs this through OpenAI to find which in each batch is the closest match to what was entered, and saves that to a new array. This repeats for all schools in the state, then afterwards runs the set of "winners" through OpenAI one more time to get the best overall winner.

The problem is our API call to OpenAI - it continually returns 

{"error":{"message":"We could not parse the JSON body of your request. (HINT: This likely means you aren't using your HTTP library correctly. The OpenAI API expects a JSON payload, but what was sent was not valid JSON. If you have trouble figuring out how to fix this, please contact us through our help center at help.openai.com.)","type":"invalid_request_error","param":null,"code":null}}

I verified several times that my JSON body is indeed correct. I also have alternated between using "parameters" and "body", and various ways to stringify the payload - none of which have any improvement. Recommendations from ChatGPT believe that regardless of me specifying "content-type: application/json", it is still mangling the payload.

The worst part is - this actually worked just fine until last night (October 17, 2025), sometime around 5pm. I had been running the version of the script below to back-fill our existing school database, which had been calling this API every 45 seconds for a couple days without any errors. OpenAI insists they have not changed anything on their end, and zoho insists the same on theirs. Any help would be appreciated.

string standalone.SetSchoolAddressAPI()
{
PAGE_SIZE = 250;
random = randomNumber(1,50);
school = zoho.crm.searchRecords("Schools","(NCES_School_ID:equals:99)",1,random);
st_school_id = school.get(0).get("id");
info st_school_id;
school = zoho.crm.getRecordById("Schools",st_school_id);
school_name = ifnull(school.get("Name"),"");
acc_id = null;
if(school.containsKey("Account") && school.get("Account") != null && school.get("Account").containsKey("id"))
{
acc_id = school.get("Account").get("id");
}
account = Map();
if(acc_id != null)
{
account = zoho.crm.getRecordById("Accounts",acc_id);
}
account = ifnull(account,Map());
school_zip = ifnull(school.get("Zip"),account.get("Billing_Code"));
school_state = ifnull(school.get("State"),account.get("Billing_State"));
target_name = ifnull(school_name,"");
state_input = ifnull(school_state,"");
zip_input = ifnull(school_zip,"");
/***** --- Enforce state presence & normalize --- *****/
if(state_input == null || state_input == "")
{
update_map = Map();
update_map.put("NCES_School_ID",null);
update_map.put("Country","");
update_map.put("State",school_state);
zoho.crm.updateRecord("Schools",st_school_id,update_map);
return "No state on record; aborting NCES match.";
}
state_input = state_input.trim();
/***** === Zoho Analytics fixed config (unchanged) === *****/
workspace_name = "Zoho CRM Analytics";
view_name = "NCES Schools";
owner_email = "xxx";
ws_enc = zoho.encryption.urlEncode(workspace_name);
view_enc = zoho.encryption.urlEncode(view_name);
endpoint = "https://analyticsapi.zoho.com/api/" + owner_email + "/" + ws_enc + "/" + view_enc;
/***** === Step 1: Count rows by state === *****/
state_esc = state_input.replaceAll("'","''");
count_sql = "select count(*) as total_count from \"" + view_name + "\" where \"State\"='" + state_esc + "'";
count_params = Map();
count_params.put("ZOHO_ACTION","EXPORT");
count_params.put("ZOHO_OUTPUT_FORMAT","JSON");
count_params.put("ZOHO_SQLQUERY",count_sql);
count_params.put("ZOHO_API_VERSION","1.0");
count_resp = invokeurl
[
url :endpoint
type :POST
parameters:count_params
connection:"zoho_analytics_conn"
];
total_count = 0;
// First try KV shape: {"data":[{"total_count":"10398"}]}
if(count_resp != null && count_resp.containsKey("data") && count_resp.get("data") != null && count_resp.get("data").size() > 0)
{
tc_raw = count_resp.get("data").get(0).get("total_count");
if(tc_raw != null)
{
total_count = tc_raw.toLong();
}
}
else
{
// Fallback to rows shape:
// {"response":{"result":{"column_order":["total_count"],"rows":[["10398"]]}}}
if(count_resp != null && count_resp.containsKey("response"))
{
resp_obj = count_resp.get("response");
if(resp_obj != null && resp_obj.containsKey("result"))
{
result_obj = resp_obj.get("result");
if(result_obj != null && result_obj.containsKey("rows"))
{
rows_list = result_obj.get("rows");
if(rows_list != null && rows_list.size() > 0)
{
first_row = rows_list.get(0);
// rows are arrays, so first cell holds the count as string
if(first_row != null && first_row.size() > 0)
{
tc_raw2 = first_row.get(0);
if(tc_raw2 != null)
{
total_count = tc_raw2.toLong();
}
}
}
}
}
}
}
/***** === Step 2: Build list of page indexes (Deluge compliant, no while) === *****/
page_map = list();
num_pages = (total_count / PAGE_SIZE).toLong();
if(total_count % PAGE_SIZE > 0)
{
num_pages = num_pages + 1;
}
// use nested for-each loops over a fixed dummy list to reach num_pages
dummy = list();
for each  d in {"a","b","c","d","e","f","g","h","i","j"}
{
// outer loop (10×)
for each  e in {"1","2","3","4","5","6","7","8","9","10"}
{
// inner loop (10×)
if(page_map.size() < num_pages)
{
page_map.add(page_map.size());
}
}
}
/***** === Step 3: For each page, fetch candidates and pick a batch winner via OpenAI === *****/
batch_winners = list();
for each  p in page_map
{
offset_val = p * PAGE_SIZE;
sql_batch = "select \"State\",\"School Name\",\"NCES School ID\",\"Zip\"" + "from \"" + view_name + "\" where \"State\"='" + state_esc + "' " + "limit " + PAGE_SIZE.toString() + " offset " + offset_val.toString();
params = Map();
params.put("ZOHO_ACTION","EXPORT");
params.put("ZOHO_OUTPUT_FORMAT","JSON");
params.put("ZOHO_API_VERSION","1.0");
params.put("KEY_VALUE_FORMAT","true");
params.put("ZOHO_SQLQUERY",sql_batch);
count_params.put("ZOHO_API_VERSION","1.0");
resp_batch = invokeurl
[
url :endpoint
type :POST
parameters:params
connection:"zoho_analytics_conn"
];
/***** Parse candidates safely no matter the response shape *****/
candidates = list();
if(resp_batch != null)
{
// Case 1: Key-value format (normal Zoho Analytics JSON)
if(resp_batch.containsKey("data") && resp_batch.get("data") != null)
{
candidates = resp_batch.get("data");
}
// Case 2: Nested "response" > "result" > "rows" format
else if(resp_batch.containsKey("response"))
{
resp_obj = resp_batch.get("response");
if(resp_obj != null && resp_obj.containsKey("result"))
{
result_obj = resp_obj.get("result");
if(result_obj != null && result_obj.containsKey("rows"))
{
rows_list = result_obj.get("rows");
// convert matrix rows into list of maps for consistency
for each  row_item in rows_list
{
row_map = Map();
// optional: if you have column_order, map by index
if(result_obj.containsKey("column_order"))
{
cols = result_obj.get("column_order");
idx = 0;
for each  col in cols
{
if(row_item.size() > idx)
{
row_map.put(col,row_item.get(idx));
}
idx = idx + 1;
}
}
candidates.add(row_map);
}
}
}
}
}
if(candidates.isEmpty())
{
info "No candidates found for this page (state=" + state_input + ")";
continue;
}
/***** Build compact OpenAI prompt for this batch *****/
cand_lines = "";
for each  c in candidates
{
id_short = ifnull(c.get("NCES School ID"),"");
name_short = ifnull(c.get("School Name"),"");
if(name_short != null && name_short.length() > 60)
{
name_short = name_short.substring(0,60);
}
zip_short = ifnull(c.get("Zip"),"");
if(zip_short != null && zip_short.length() > 10)
{
zip_short = zip_short.substring(0,10);
}
delimiter = "###";
// define this once before the loop if not already defined
record_sep = " || ";
// separates candidate rows, readable and single-line
cand_lines = cand_lines + id_short + "|" + name_short + "|" + zip_short + record_sep;
}
// === Build simplified OpenAI request (no line breaks) ===
prompt = "TARGET=" + target_name + "|" + zip_input + delimiter + "CANDIDATES=" + cand_lines + delimiter + "Return ONLY JSON {\"nces_school_id\": string|null, \"confidence\": number}";
messages = List();
messages.add({"role":"system","content":"Match the user-entered school to the best NCES candidate using NAME similarity and ZIP proximity. The delimiter is " + delimiter + "."});
messages.add({"role":"user","content":prompt});
req_body = Map();
req_body.put("model","gpt-4o-mini");
req_body.put("temperature",0);
req_body.put("messages",messages);
ai_resp = invokeurl
[
url :"https://api.openai.com/v1/chat/completions"
type :POST
parameters:req_body.toString()
connection:"openai_custom"
];
// ========== Step 4: Inspect result ==========
best_id = "";
best_conf = 0.0;
raw_content = ai_resp.get("choices").get(0).get("message").get("content");
// Remove markdown fences if present
cleaned = raw_content.replaceAll("(?s)```json|```","").trim();
parsed = cleaned.toMap();
school_id = parsed.get("nces_school_id");
confidence = parsed.get("confidence");
for each  c in candidates
{
if(c.get("NCES School ID") == school_id)
{
if(confidence > 0.8)
{
//do not put low-confidence candidates in the winner batch
c.put("confidence",confidence);
batch_winners.add(c);
break;
}
}
}
}
/***** === Step 4: Final round — pick overall best among batch winners === *****/
if(batch_winners.size() == 0)
{
update_map = Map();
update_map.put("NCES_School_ID",null);
update_map.put("Country","");
update_map.put("State",school_state);
zoho.crm.updateRecord("Schools",st_school_id,update_map);
info "No candidates found for state=" + state_input;
}
winner_lines = "";
for each  w in batch_winners
{
id_short = ifnull(w.get("NCES School ID"),"");
name_short = ifnull(w.get("School Name"),"");
if(name_short != null && name_short.length() > 60)
{
name_short = name_short.substring(0,60);
}
zip_short = ifnull(w.get("Zip"),"");
if(zip_short != null && zip_short.length() > 10)
{
zip_short = zip_short.substring(0,10);
}
delimiter = "###";
// define this once before the loop if not already defined
record_sep = " || ";
// separates candidate rows, readable and single-line
winner_lines = winner_lines + id_short + "|" + name_short + "|" + zip_short + record_sep;
}
// === Build simplified OpenAI request (no line breaks) ===
prompt = "TARGET=" + target_name + "|" + zip_input + delimiter + "CANDIDATES=" + winner_lines + delimiter + "Return ONLY JSON {\"nces_school_id\": string|null, \"confidence\": number}";
messages = List();
messages.add({"role":"system","content":"Match the user-entered school to the best NCES candidate using NAME similarity and ZIP proximity. The delimiter is " + delimiter + "."});
messages.add({"role":"user","content":prompt});
req_body = Map();
req_body.put("model","gpt-4o-mini");
req_body.put("temperature",0);
req_body.put("messages",messages);
final_ai = invokeurl
[
url :"https://api.openai.com/v1/chat/completions"
type :POST
parameters:req_body.toString()
connection:"openai_custom"
];
selected_nces = "";
confidence = 0.0;
contentText = final_ai.get("choices").get(0).get("message").get("content");
// Step 2: Sanitize it — remove code block markers and trim spaces/newlines
cleanText = contentText.replaceAll("```json","");
cleanText = cleanText.replaceAll("```","");
cleanText = cleanText.trim();
// Step 3: Parse the cleaned string as JSON
contentJSON = cleanText.toMap();
// Step 4: Extract the NCES/NCAS ID
selected_nces = contentJSON.get("nces_school_id");
/***** === Step 5: Find selected record and update CRM (unchanged) === *****/
/***** === Step 2: Fetch single row by NCES School ID === *****/
row_sql = "select \"NCES School ID\", \"Website\", \"Address\", \"Address 2\", \"City\", \"State\", \"Zip\", \"Phone\", \"Grade Level\" " + "from \"" + view_name + "\" " + "where \"NCES School ID\" = '" + selected_nces + "' " + "limit 1";
row_params = Map();
row_params.put("ZOHO_ACTION","EXPORT");
row_params.put("ZOHO_OUTPUT_FORMAT","JSON");
row_params.put("ZOHO_SQLQUERY",row_sql);
row_params.put("ZOHO_API_VERSION","1.0");
row_resp = invokeurl
[
url :endpoint
type :POST
parameters:row_params
connection:"zoho_analytics_conn"
];
/***** === Step 3: Parse response and assign variables === *****/
nces_id_final = "";
Website_final = "";
Address_final = "";
Address2_final = "";
City_final = "";
State_final = "";
Zip_final = "";
Phone_final = "";
Grade_final = "";
// First check for JSON KV structure
if(row_resp != null && row_resp.containsKey("data") && row_resp.get("data") != null && row_resp.get("data").size() > 0)
{
row_data = row_resp.get("data").get(0);
nces_id_final = selected_nces;
Website_final = ifnull(row_data.get("Website"),"");
Address_final = ifnull(row_data.get("Address"),"");
Address2_final = ifnull(row_data.get("Address 2"),"");
City_final = ifnull(row_data.get("City"),"");
State_final = ifnull(row_data.get("State"),"");
Zip_final = ifnull(row_data.get("Zip"),"");
Phone_final = ifnull(row_data.get("Phone"),"");
Grade_final = ifnull(row_data.get("Grade Level"),"");
}
else
{
// Fallback for "rows" format
if(row_resp != null && row_resp.containsKey("response"))
{
resp_obj = row_resp.get("response");
if(resp_obj != null && resp_obj.containsKey("result"))
{
result_obj = resp_obj.get("result");
if(result_obj != null && result_obj.containsKey("rows"))
{
rows_list = result_obj.get("rows");
if(rows_list != null && rows_list.size() > 0)
{
first_row = rows_list.get(0);
if(first_row != null && first_row.size() >= 9)
{
nces_id_final = ifnull(first_row.get(0),"");
Website_final = ifnull(first_row.get(1),"");
Address_final = ifnull(first_row.get(2),"");
Address2_final = ifnull(first_row.get(3),"");
City_final = ifnull(first_row.get(4),"");
State_final = ifnull(first_row.get(5),"");
Zip_final = ifnull(first_row.get(6),"");
Phone_final = ifnull(first_row.get(7),"");
Grade_final = ifnull(first_row.get(8),"");
}
}
}
}
}
}
country = "USA";
if(isNull(State_final))
{
country = "";
}
update_map = Map();
update_map.put("NCES_School_ID",nces_id_final);
update_map.put("School_Website",Website_final);
update_map.put("Address",Address_final);
update_map.put("Address_2",Address2_final);
update_map.put("City",City_final);
update_map.put("State",State_final);
update_map.put("Zip",Zip_final);
update_map.put("School_Phone",Phone_final);
update_map.put("Grade_Level",Grade_final);
update_map.put("Country",country);
update_rec = zoho.crm.updateRecord("Schools",st_school_id,update_map);
info st_school_id + " Updated";
/***** === Diagnostics === *****/
diag = Map();
diag.put("school_id",st_school_id);
diag.put("selected_nces_school_id",nces_id_final);
diag.put("model_confidence",confidence);
used_fallback = false;
if(selected_nces == "" || selected_nces == null)
{
used_fallback = true;
}
diag.put("used_fallback",used_fallback);
return diag.toString();
}

      • 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

        • WebDAV support

          I need WebDAV support so that I can upload/download (and modify) documents from my local file system. Is anything planned in his direction?
        • Automatiser la gestion des SLA dans Zoho Desk avec Zoho Contracts

          Les équipes du service client s’efforcent d’assurer un support rapide, régulier et fiable pour garantir la satisfaction de chaque client. Les accords de niveau de service (SLA) permettent de clarifier les engagements en définissant les termes et conditions
        • iOS App doesn't refresh for Document Creation

          Hello Zoho team, I have created a workflow to be used on a mobile iOS device which starts in Zoho Creater and ends with a murge and store function that then opens the newly created document within the Zoho Writer app. This process is working great however
        • Uploading a signed template from Sign to Creator

          Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach
        • Zoho DataPrep and File Pattern configuration

          I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex
        • Assistance needed: Activation of a domain

          Hello Zoho Support, I purchased the .com domain "primesolva.com" via Zoho 6 days ago. The domain is still pending, and I cannot access the DNS panel to add the TXT verification for domain ownership. Please confirm the registration status and help me activate
        • Operation not permitted

          I am trying to add an email address to the list of user but I am getting error Operation not permitted
        • Request to Permanently Delete Email User (info@mehbobgulf.com ) from Old Organization

          Please permanently delete the user email info@mehbobgulf.com It is still associated with my old Zoho organization. I cannot delete it because it shows ‘You cannot delete email. Zoho host’. I need to use this email in a new Zoho account.”
        • Client host [89.36.170.5] blocked using Spamhaus

          Hello please make make actions for delist ..... "Client host [89.36.170.5] blocked using Spamhaus"
        • Suggestion: Option to Re-run a migration

          As I'm going through a migration process, I like the IMAP migration tool, but it would be better if there were an option to re-run the same migration as configured. There's not even an option to copy/edit one that's already there. Just run if it hasn't
        • Issue with "Add Your Mobile Number"

          Hello, I am trying to sign up for email service for a domain name, and I cannot finish the authentication. When I enter my mobile number, I receive the message "We’re unable to send OTP to this mobile number. Please contact support-as@zohocorp.com". I
        • zoho mail non vérifié

          Bonjour, Il y'a un jour que j'ai acheté un domaine et toute les tentatives pour l'associé a mon compte shopify son vaine. j'ai essayé TXT sans suite après, j'ai essayer avec CNAME sans suite. j'aurais besoin de votre assistance pour associé mon mail.
        • Unable to send message;Reason:553 Relaying disallowed. Invalid Domain

          i have facing the issue "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" if i verify domain evertthing i did but still face the same error.
        • ZohoMail is so close to being Perfect BUT

          Why don’t you have HILIGHTING???!! I've been trying to find a substitute for Edison Mail but I want & need hilighting (preferably in more than just yellow)! Is this even on your To Do list? I’m so disappointed. 🙄
        • Override Auto Number field?

          We are preparing to migrate from Salesforce. In Salesforce, we auto-generate a unique number on our Opportunities (Potentials). If the Opportunity results in a contract, we use that unique number as the Contract number. There are some situations where
        • Using a third party service provider want to move directly with Zoho

          Hi good day I’m currently using Zoho but I’m using a third party service provider I want to move directly with you guys I’m using Zoho email and invoices and my domain please let me know if it’s possible to move away from the third party provider my email
        • Request for Assistance Regarding Email Sending Issue (554 5.1.8 - Email Outgoing Blocked)

          Dear Zoho Support Team, I hope this message finds you well. I am writing to request assistance with an issue we are currently facing regarding our Zoho Mail account. Our email account, admin@tuyensinhcanuoc.com, is encountering the following error when
        • Zoho Mail API returns empty inbox (0 messages) but webmail shows 37 unread emails

          Hello, I'm experiencing a discrepancy between Zoho Webmail and the Mail API (EU region). **Setup:** - Account: EU datacenter (mail.zoho.eu) - API: Self Client OAuth2 via api-console.zoho.eu - Scopes: ZohoMail.messages.READ, ZohoMail.messages.UPDATE, ZohoMail.folders.READ,
        • ShipStation and Zoho Inventory

          Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY           SHIP STATION Sales Order  ==>  create ORDERS INVOICE  <==    Shipments What exactly does BETA mean on the Shipstation connector?  This is required for me to sign-on in the next month. Thanks in advance for your efforts
        • 550 5.4.6 Unusual sending activity detected. Please try after sometime

          Hi, I am receiving this error message when trying to send my emails. The only reason I can think why this is happening is my previous two emails were bounced back to me due to a non working mailbox error. I have followed the online links for unblocking but it says there are no blocks on my account. How and when can I get my email working again to send emails? Thanks,
        • E

          We are trying to add our Zoho Form embed in our Elementor Page Builder. After adding Zoho Forms widget in elementor page builder it’s displaying in backend page builder but it’s giving 403 error while trying to save, as it’s not reflecting in front end.
        • Connecting Zoho Inventory to ShipStation

          we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri
        • custom module import.

          Is there a way to import data into a custom module? Thanks Rudy
        • HEIC File Type Viewer

          Hi, It would be nice to be able to click on the images in the All Entries/Reports Tables which are HEIC the same as JPG, PNG, etc. so they open in a viewer from Zoho or the Attachment Service, today HEIC requires you to download each image and open it
        • How to dynamically pass IDs from one API response to a second API call in Zoho DataPrep?

          Hi Team, I am setting up a global consolidated reporting pipeline in Zoho Analytics (India) using Zoho DataPrep as the ETL engine. I am pulling data from multiple Zoho Books Data Centers (US, Singapore, India) thats why i used the URL Source (OAuth 2.0)
        • Building Toppings #4 - Setting up and using connections in Bigin toppings

          When building a topping to extend Bigin's functionality and connect it with third-party applications, creating and handling connections is an important step. Connections provide a secure way for your topping to authenticate and communicate with other
        • Need code format to specify default values

          Can someone please direct me to the code syntax or the proper translation per the instructions circled below. These instructions don't seem correct.
        • AI Interview Insights: Turn Recorded Interviews into Quick Transcripts & Summaries

          Evaluating interviews shouldn’t require replaying long recordings or taking manual notes. With AI Interview Insights, you can now review complete transcripts and AI-generated summaries of your One-way (Recorded) interviews right inside Zoho Recruit. This
        • Record payment: Payment Mode vs. Deposit To and how to "connect" them!?

          How do we set up that when we choose:  "Payment Mode"= Cash, then "Deposit to" is automatically set to Petty Cash, and if we choose  "Payment Mode"= Check, then "Deposit to" is automatically set to Undeposited Checks, and if we choose  "Payment Mode"=
        • Grouping Undeposited Funds to Move to other accounts

          In the bank option it would be nice to check what transactions in undeposited funds I want to move to other accounts. Then while checking this it can accumulate totals and created whats essentially a deposit slip. Once the transaction is moved it should
        • Depositing funds to account

          Hello, I have been using Quickbooks for many years but am considering moving to Zoho Books so I am currently running through various workflows and am working on the Invoicing aspect. In QB, the process is to create an invoice, receive payment and then
        • Facing email delivery issues? Verify your domain's DNS records

          Have you ever wondered why your legitimate emails are landing in the recipient’s spam folder? Or been surprised to see emails sent from your registered domain getting rejected by recipient email servers? Why does this happen? In most cases, this happens
        • Order of Departments in Help Desk

          In the end user portal, , the departments are sorted by the date of creation of the department (or perhaps their id). Is there a way to choose the display order of the departments or at least to be able to sort them alphabetically?
        • COGS - Account showing negetive

          I have multiple COGS account and in these all there is one account is negetive so suggest why it is showing negetive value.?
        • Create CRM Deal from Books Quote and Auto Update Deal Stage

          I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted
        • %PaymentLink%

          Does not work. Software creates a BAD link. ....and yes payment options are turned on. Link on the invoice pdf once opened will work but this template is a joke.
        • Google Photos

          I am hoping that my question already has a fix. I current have Google synced accounts that I want to get away from. One in particular on is Google photos. Is there any software, or 3rd parties that I can join to back my photos up straight to specifically designated file in the ZOHO cloud that's tied to Docs? Please advise... Mike 
        • Zoho Books Items Categorisation/Grouping/Folder

          Is there a way to do items categorisation? a folder structure? Product Type A - Option 1/2/3 Product Type B - Option 1/2/3 Current problem : I have more than 50 items on the list, its hard for team to navigate.
        • Cash payments before invoice date

          We have been using zoho books for our hospitality business for some time and have been very happy with the system. However in 2025 an update was pushed through and we are now not able to record payments for invoices before the invoice date. the case scenario
        • Copy / Duplicate Workflow

          I have workflows setup that are very similar to each other. We have a monitoring system watching servers, and all notifications - no matter what client it is about - will come from a  noreply@ address which is not very helpful in having it auto assigned to the right account. I have setup a workflow that will change the contact name of the ticket (currently it would say noreply@) to the correct customer which is based on the subject line, as that mentions which server the alert it is about. I need
        • Next Page