Software Integration

Software Integration

Good day, 

I trust this message finds you well. 

I would like to find out how I can integrate Zoho Expense, Zoho inventory, email and collaboration, Human Resources and marketing onto our current plan with Zoho Books.



        • Recent Topics

        • Restrict Announcement Pop-ups to Administrators in Zoho Desk

          Dear Zoho Desk Support Team, We are writing to request a feature enhancement that would allow organizations to restrict announcement pop-ups to administrators only. Currently, announcement pop-ups are sent to all users within a Zoho Desk organization,

        • 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 which is able to support this operation ? Thank you in advance, Leandros

        • we can assign ticket to offline users

          we can assign ticket to offline users

        • Contact info for the sales team

          Hi, My employer is currently going through a merger, as part of the process, we need to decide which service we go for, for use as our IT ticketing system. As my team already use Zoho Desk and are familiar with using it, I'd like to carry this over into

        • Add StatusIQ Tab to Zoho Desk for Seamless Incident Management

          Hi Zoho Desk Team, I hope you're doing well. We would like to request the addition of a StatusIQ tab within Zoho Desk, allowing support agents to seamlessly view and, with the appropriate permissions, manage incidents in Zoho StatusIQ directly from Desk.

        • Linking an email to a Contact when the email is sent in deluge via sendmail

          The "to:" address in this code is a CRM Contact. Email address is forced unique in CRM This sendmail gets sent via a workflow which is in a custom module. It works, except that the outbound email does not appear (i.e, get linked to) the Contact such that

        • Is there a way to programmatically open the zoho business chat?

          I'm integrating business chat into my website. Is there a way to programmatically trigger opening the chat?

        • Customer Support Portal

          Hi, As I am dealing with and waiting for help with a serious Zoho Mail issue, I tried to submit requests and manage my requests by logging into the Customer Support Portal, but it keeps saying that I do not have a valid email address and cannot login.

        • Live Chat API

          Is your Live Chat available through API. For instance am I able to use your API to grab a Live Chat so I can configure my PBX to call that API and allow the Live Chat to ring to our phone system ?

        • Zoho Learn

          Hi Support I can not seem to be able to load media on Zoho Learn it keeps buffering and not responding. Please assist.

        • Upload and embed a video into an article?

          How can we upload a video and embed it into an article? It is possible for images but this only supports image files. And don't say it has to be uploaded to YouTube, Vimeo or DailyMotion in order to embed it. We're trying to create company documentation

        • Announcement integration between Zoho People and Zoho Connect

          As we're using these 2 products, there're areas of overlapping especially in the Announcement. When there's a new announcement in Zoho People, can it push to the company wall in Zoho Connect?

        • Zoho Creator Get Records Integration Task

          Trying to use Zoho Creator's Get Records integration task to fetch records from a specified report in Zoho Creator: https://www.zoho.com/deluge/help/creator/get-records.html However, I continue to receive a code 2894 error saying that the report is not

        • How to export customer contacts from Zoho desk

          How to export customer contacts from Zoho desk

        • New in WorkDrive: WorkDrive Genie, a quick-editing app for desktop (Beta)

          The WorkDrive Genie app lets you open and edit any of your WorkDrive files on the web with your default desktop applications. For example, you can open and edit files such as documents, images, and videos with Microsoft Word, CorelDRAW, and Adobe Premiere

        • Internal Notification Email contact fields

          Whenever a new customer is added in Books we add the contact to Campaigns. This is easy to do via sync. We need to send an internal email when the contact is added in Campaigns. This is also easy to do with "Internal Notification Email" automation. Question

        • Zoho Books | Product Updates | January 2025

          Hello users, Now that January is over, here are some exciting updates to make this new year even better. We’re back with new features and enhancements in Zoho Books, including comparing fields as criteria in workflow rules and a custom SMTP integration.

        • zoho account

          we are unable to log tickets to IT due to our zoho account we unable to open

        • One editable subform entry to more than one parent record (of the same parent type)

          Is it possible for two records of Form A to share a subform B record? As in the subform B record shows up and is editable in both of the Form A records and when I create a form A record I can associate it with other form A records through deluge. I'm

        • WhatsApp

          Hola quiero saber cómo puedo integrar WhatsApp y Zoho desk

        • Auto CC is Off but still sends email

          Hi, I often forward an email from my work address into the ticket system using my custom support@xxxxx.zohodesk.com email. Even though I have the Auto CC email replies to my support box Off (image attached), It still includes that when I reply. And if

        • Configure Notes Title for Blueprint Transition

          It'd be very helpful to be able to configure note titles on blueprint transitions when requiring notes. This would help tie back the history of notes to the blueprint actions. We have some approval processes in our blueprint and require notes for the

        • Zoho Signing embedded with iframe is moved out of view when navigating to focus signature on mobile devices

          Dear Zoho team, I'm having difficulty embedding the signing url into a website for users to sign on their phones, it's not working perfectly. The problem occurs after the user accepts and continues to sign, or the user clicks to redirect to any of the

        • How to change the pdf title of invoice

           Hi! When we generate an invoice in pdf format, the title of the document still appear in English, for example Invoice-XXX How we can customize the title of the invoice generated?

        • Paypal Payaments Pro not available in our live account.

          We have a test environment set up and one of hte payment gateways is paypal payments pro. This option is not avaiable in our live account and the regular paypal gateway says auto-charge not available. Why does paypal payments pro not appear in our live

        • Zoho People / Sage integration

          Hello! I am looking into using People as we currently only use the basic features. Our HR Department have asked me a couple of questions and one of them is does people link with Sage? I *think* the answer to this is No, as can only see Quickbooks on the

        • CRM Hack #2: Automate sending of birthday greetings to your customers.

            Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,

        • Multi-Select lookup field has reached its maximum??

          Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

        • Create/Update Query Tables through API

          We need an API to edit the query tables. Currently if columns are added/removed from a normal table, we have to edit the query tables made on top of that table manually to reflect the changes. We want to automate this task to automatically update the

        • Displaying Inactive Customers & Vendors

          Can we please have this choice in general settings, it's a pain showing hundreds of inactive records. A simple search clears the "Active records" filter ! A simple message showing "Inactive records match your search criteria but have been omitted, would

        • Marking a Desk ticket as Unread after merge

          We have a custom script that runs against every new ticket and auto-merges it with any existing ticket that matches our criteria. That works fine but there is no functionality that reverts the newly-updated ticket back to an "unread" state. I found the

        • Ticket rápido e simples

          Boa tarde pessoal! Tudo bem? Me chame de gustavo! Estou em busca de um sistema simples, prático e rápido!,sendo o seguinte caso: Como possuimos um serviço de endereço fiscal, onde os clientes criam endereço fiscal conosco, ao longo do tempo nós recebemos

        • Overview on users IMAP settings

          We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email accounts are expiring on individual bases and most of the users forget to update

        • Meeting integration with Otter.ai

          Would love for an integration with an AI transcription service like Otter.ai to be integrated with Zoho Meeting. Thanks

        • Adding Attachment to Desk Ticket via Deluge

          Hello, My team has a process where some people are entering information into a workbook in Zoho Sheet, and we need to get a copy of workbook into a ticket in Desk. We currently have a 'Submit' button on the Sheet that triggers a webhook to Flow, and from

        • Enhancing self-service capabilities with AI-based Zia Answer Bot

          Hello All, Zia Answer Bot is available with better accuracy to enhance the self-service capabilities of the platform and to empower the users to resolve queries independently. By leveraging knowledge base (KB) resources, the Answer Bot provides accurate

        • BUG ALERT: Client Script + Commands -> $Page contextual data is not updated

          When using the new Client Script Commands feature, there is an issue with the Client Script $Page contextual data not accurately being updated each time a Command is run. Assuming a Client Script Command called "Client Script Command Bug" with the following

        • 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.

        • Leistungsdatum in Rechnungen (Zoho Books)

          Hallo, ist es irgendwie möglich den Leistungszeitraum in der Rechnung aufzuführen? Beste Grüße Aleks

        • Custom module in Portals won't edit

          I have a custom module but Portals access users can't edit it. They can create and delete though. In the Portals settings I have Create, Edit and Delete set turned on. Anyone know what this could be?

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