Zoho Developer Community Monthly Digest - September 2024

Zoho Developer Community Monthly Digest - September 2024



Hello everyone,

This month's Developer Digest is packed with resources to help you build powerful applications. Learn how to leverage Zoho CRM's new features, explore the latest in Zoho Finance and Catalyst, and join exciting bootcamps, webinars, and insightful conversations to become a pro Zoho Developer!

Upcoming Events

Creator Tech Connect 

Creator's tech connect series would comprise of technical sessions that provide immersive training on the key essentials and technical nuances of building a solution in Zoho Creator. This is a great opportunity for our developer community to stay informed about Creator's new feature releases, product roadmap, best practices to follow while scripting in deluge, new deluge concepts, and cloud functions. The previous session focused on managing users and applications in Zoho Creator with Zoho directory, and in the upcoming session, we will explore managing domains, controls, and security policies in Zoho Creator using Zoho Directory.

Title: Domains, controls, and security policies in Zoho Creator using Zoho Directory
Date: October 10, 2024
APAC & ANZ: 11 AM to 12 PM IST - Register here
EMEA: 4 PM to 5 PM IST - Register here
Americas: 9 PM to 10 PM IST - Register here

Zoho Apptics 101 

Date: October 15, 2024
Time: 12:30 pm IST & 9:30 PM IST
Title: Bug Reporting and In-App Feedback

In this series, we’ll dive deep into every aspect of application analytics to help you understand how Zoho Apptics aids in measuring important KPIs that reflect your app's performance, growth, and engagement. Registration and more details here.

Zobot Bootcamps - India

Location
Date
Time
Ahmedabad
Oct 19
9:30 am to 5 pm IST
Madurai
Oct 26
9:30 am to 5 pm IST
Coimbatore
Nov 09
9:30 am to 5 pm IST

We're thrilled by the support and reception we've had so far for the Zobot Bootcamps in the first six cities on our schedule. We can't be more excited to meet you all in your cities soon and equip you to build fully functional AI chatbots for your business or as a service for your clients using Zoho SalesIQ's Zobot platform. This is a great opportunity to network with fellow developers and Zoho users, interact with Zoho experts, share ideas and experiences, and grow together as a community. Register for a bootcamp in a city near you!

Catalyst Bootcamp: Build an NLP-powered ecommerce bot

Date & Time: October 24, 2024
Time: 8:30 pm - 9:30 pm IST or 8 AM - 9AM PT

Is your ecommerce store struggling with customer service overload and missed sales opportunities? Transform your ecommerce store with a custom AI-powered chatbot. Learn how to create a custom AI chatbot that handles inquiries 24/7, recommends products, and boosts conversions. Our webinar shows you how to build your own chatbot, tailored to your unique business needs that enhances customer experience and drives sales growth. Join us to unlock AI's potential for your online store in just 10 simple steps.

Zoho CRM Client Script 

Date: October 24, 2024
Time: 9:30 pm IST / 9:00 am PDT

Fueled by popular demand, we're back with a line-up of sessions in the Client Script series, focusing on advanced features and real-time business applications. Learn how to tailor Zoho CRM by defining highly interactive and responsive interfaces to cater to real-time business needs as our experts and guest speakers from the community walk you through the basics of Client Scripts and showcase various use case implementations. Registration and more details here. If you're interested to showcase your Client Script projects to the community in one of these sessions, write to us at developer-community@zohocorp.com

Learning Table Series

We designed this series to provide users with valuable insights and knowledge about Creator's capabilities in various business use cases and applications. This year we have adopted the 12 Months 12 Industries concept.   Every month, we will focus on a specific industry, illustrating its unique processes with real-time business scenarios and how to make best use of Creator for that industry.  Our recent webinar on Creator for the Healthcare Industry was a success, and during the upcoming session we'll be exploring Creator for the Technology industry.

Title: Creator for the Technology industry
Date: November 7, 2024
APAC & ANZ: 11 AM to 12 PM IST - Register here
EMEA: 4 PM to 5 PM IST - Register here
Americas: 9 PM to 10 PM IST - Register here

Feature Spotlight

Announcing Early Access to Catalyst's Newest Features

We're thrilled to announce the early access launch of Catalyst's newest powerhouse features designed to supercharge your application development!

Catalyst Signals: Elevate your event-driven architecture with Catalyst Signals, the event bus service that routes events in real-time across Zoho services and platforms like Shopify. Forget traditional webhooks! Signals seamlessly integrates events without consuming webhook API calls, reducing latency and saving costs. Automate workflows, kick off analytics, and create dynamic event-based systems effortlessly.

Catalyst NoSQL Database: Experience the power of a fully managed NoSQL storage solution! Now, store structured, semi-structured, and unstructured data with ease. Perform CRUD operations using Catalyst SDKs in Java, Node.js, and Python or through APIs. Plus, seamlessly migrate your existing AWS DynamoDB databases with just a few clicks.

Stratus: The ultimate cloud object storage solution! Store unlimited data in any format with built-in caching, encryption, and versioning. Effortlessly migrate from GCP, Amazon S3, or Azure Blob Storage into Catalyst. Stratus is here to fulfill all your storage needs with unmatched flexibility.

Job Scheduling: Our new job scheduling feature lets you handle tasks with minute-level precision using advanced cron expressions. Manage everything from a comprehensive dashboard, ensuring smooth, automated workflows.

Register now for early access and take your development to the next level! 

Resource Spotlight

Info
We've consolidated all the resources from the developer community learning series into a centralized hub for your convenient access. Consider bookmarking our Zoho Developer Community website to stay informed about the latest updates in the developer community.

Community Discussions

Zoho Developer Forum

Developers ZUG Cliq Channel

Info
These conversations are confined to the Developers ZUG Cliq channel members. If you're keen on becoming a part of this space, visit our website, click JOIN NOW, and complete the form to get an invite to the channel.

Community Spotlight

ZDH Speakers

As a continuation of featuring a ZDH presenter each month, this time, we are delighted to introduce the 15th episode presenter @David Afolabi. Explore this post to discover the knowledge and insights he shared with the community.

Cliq Contributors

Here are our top contributors who have gone the extra mile to support and assist the community:



We want to express our sincere appreciation to all our community contributors. Your commitment, expertise, and the time you invest are invaluable to the community. 

For those who are new to the Zoho Developer Community, check out this post to get started

We appreciate you dedicating your time to peruse this month's digest. Make sure to follow the digest each month for the most recent updates and conversations. Stay connected and participate in the forums and the Cliq channel to be featured in the upcoming month's digest. Wishing you an amazing month ahead!

SEE ALSO




        • Recent Topics

        • Kaizen #221: Workflow & Actions Reports APIs

          Over the last few weeks, we have joined Zylker Cloud Services as they restructured their automation ecosystem using Workflow APIs and Actions APIs. Along the way, we discovered how to audit workflows, update old rules, create new ones, and manage associated
        • Having an Issue with the Entity ID

          I'm having an issue when trying to use Zoho Flow and the notes function. I currently have it set up when a new response comes into a particular form, all of their responses will go into the notes section of their contact on the CRM. I'm currently mapping
        • For Each Loop in Zoho Flow

          I am using Zoho flow to create rows in an google sheets for every new order in Shopify but the issue is that it is creating one row per order and all line items are comma separated values but I want separate rows for each line item. Is there a way to
        • Debug and Test not receiving updates

          Hello, I've been trying to debug two of my simple flows between Zoho Projects and Clockify but it seems like the Debug and Test feature is not working for me. When I click the Play button on any of the flows and then perform the trigger actions nothing
        • Attendance, Reimagined: Smarter Views for Teams and Individuals

          Tracking attendance shouldn’t feel like a chore. With the revamped Attendance module UI, Zoho FSM makes it easier than ever to monitor work hours, check-in activity, and team availability—whether you’re managing an entire workforce or just keeping an
        • Logistics Industry: Learn to create amazing appointment scheduling sites

          In the logistics industry, the quality of service is something that cannot be shown to others unless they experience it.  Sure, there are metrics that show how you fare when compared to your competition, but then, it only communicates little with respect to quality. The usual route which firms in logistics took are advertisements, to which the internet has opened alternatives in today’s digital age like websites and appointment scheduling sites. A great online presence can help you communicate with
        • Customer Management: # 1 Pick a Convenient Way to Onboard Customer

          When Meera opened her bookstore, onboarding customers was effortless. A customer walked in, picked a book and left with a handwritten bill. As the store gained popularity, things changed. " Can I place an order over the phone?" a customer asked one day.
        • Fetch ALL items from Inventory and send to Google Sheet using Flow

          The title says it all -- I want to fetch the Item name, SKU, Purchase rate, and Sales rate for ALL items in Zoho Inventory and have them populate a tab in an existing Google Sheet. I have already successfully made this work for one item, so the flow is
        • Why Document Integrity Matters at Every Stage of the Contract Lifecycle

          Contracts are legal records that must stay authentic and traceable from creation to expiry or termination. In Zoho Contracts, several design decisions focus on protecting the integrity of every document. These measures ensure that no important details
        • affichage pièces jointes impossible

          Bonjour, aujourd'hui je n'arrive pas à afficher ni à télécharger les pièces jointes dans ZOHO CRM. J'utilise Chrome, j'ai vidé les caches et les cookies. Mais cela ne change rien. Merci de votre aide
        • Reminder to renew subscription.

          Whenever I try to add to one of my notes a " renew your subscription" window pops out and won't Close disallowing me to edit. Why should I renew my subscription on an application with at best such bugs and at worse such underhanded ways to force ren
        • Fields not coming through, not pulling data

          Forgive the noviceness of my vocabulary. I am in Zoho flow connecting CRM and Projects. When an opportunity hits a certain stage, it will create the project in Projects, and bring in data from the opportunity. Everything is working, except for two fields
        • Smartsheet Integration

          Has any in the community been able to integrate Zoho Desk with Smartsheets using Zoho Flow? I am trying to get the Smartsheet Row ID based on ticket data and cannot find documentation on the Get Row function for Smartsheet. It is asking for a Query String
        • CRM Campaign - how to mass remove contacts?

          Does anyone have a solution for removing all contacts from a CRM campaign. Seems that one by one is the only option. 
        • Send out follow-up email in the same thread (threaded conversations in individual emails) from Zoho CRM

          Hi, I'm new to Zoho. I'm trying to send individual emails to my leads one by one. And I'll send out follow up email if I don't hear back from them later. However, instead of sending a new email, I want to reply in the same email thread so that the recipients
        • Cadence Support in Zoho Vertical Studio

          We would like to know whether it is possible to create and configure Cadences in Zoho Vertical Studio, similar to the Cadence feature available in Zoho CRM. Please confirm if Vertical Studio supports creating cadences for modules and users, and whether
        • Removing "Products" as mandatory field from Sales Order creation page

          Hello, friends According to our workflow, we should: 1) create Sales Order (Stage "New") 2) call and discuss the Products with a customer (Stage "Communication") 3) add the Products to the Sales Order during the call However, "Products" is mandatory to
        • Zoho Books says "The customer "Hakimuddin P A Ali" already exists. Please specify a different name.""

          One of my transaction is not getting posted from Stripe to Zoho books. I already checked in Zoho books that there is no customer already present in Zoho books with the same name (as the error mentions) I already raised this complaint on Zoho flow portal,
        • Is it possible to automate a file to be directly uploaded to a specific subfolder in Zoho Workdrive?

          I am establishing a workflow so that when a new task is marked "complete", the document submitted in the task (under the "Documents" tab) is automatically uploaded to a specific subfolder in the associated WorkDrive for the project. However, the dilemma
        • Steuerberater der Zoho benutzt in Deutschland

          I write in English because the issue is related to German regulations. Wir sind ein Unternehmen, welches aktuell keine Pflicht zur doppelten Buchführung hat. Aktuell bucht unser Steuerberater jeden Beleg, auch unsere Auslagen. Wir würden dies gerne selbst
        • Why are some folders not showing up as an action trigger in Zoho Flow?

          I am currently working on a flow that automates the process of creating a folder in WorkDrive once a Task List is created. When I am selecting a destination for the folder, some projects are not showing up. I intend to create a folder within a specific
        • Getting Date from PostgreSQL error

          I am pulling data from PostgreSQL table into a CRM record via FLOW but the field is coming out empty. Need some suggestions: Field Type in CRM: Date/Time Field value in PostgreSQL: 2024-12-05 21:06:32.479 Field value in FLOW "Fetch Row": created : "2024-12-05T21:06:32.479382000",
        • Zoho Flow to SendOwl API error

          SendOwl is listed in the apps list of Zoho Flow. When trying to connect through the API with valid key and secret, the error given is: SendOwl says "HTTP Basic: Access denied" It seems Zoho doesn't connect via HTTPS. I've already tried using webhooks,
        • decisions based on content of a ticket

          Hi, I need to create a flow that sends automated email based on the content of a ticket in zoho desk. I have certain tickets that are formatted in a particular way, and contain certain keywords. How can I filter (based on decisions) the tickets based
        • Newline Character "\n" parsing problem in webhooks

          Hi there, I am facing an issue in Zoho Flow (maybe a general issue or maybe only in Zoho Flow): I have this function: void sendListWebhook(string url, list array) { for each arrayElement in array { result = invokeurl [ url :url type :POST parameters:arrayElement.toString()
        • One Company, multi branches, multi warehouses and I need to manage this in one organization

          Dears,  I'm a new user to zoho solutions,  however I found a lot of persons giving a nice feedback about it also a lot of good reviews. I though why we try to move to it in our company. I'm not sure if Zoho could give me all what I need or not that's why I'm going to post in this topic most of the things I know about managing our business to let you ,as zoho experts, tell me if Zoho will meet my business requirements or not. First of all we are a flowers and landscaping company we have like 6 to
        • Migration Evernote

          Bonjour Apres plus d'une dizaine d'année passer avec evernote j'ai décidé de franchir le pas . J'ai débuté par migrer mes notes vers zoho et depuis la migration est bloquée. Impossible d'avoir un retour du support malgré plusieurs mails et tentative d'appel
        • Pushing GCLID info from Gravity Forms to ZohoCRM

          We are switching to Gravity Forms from Zoho Forms and I cannot find any good info on how to make sure my GCLID tracking info is pushed through to the CRM through my new forms. There was an article in the documentation about placing something within the
        • On Zoho Flow, Record deleted trigger from Zoho Creator

          On creating flow in Zoho Flow, when we select app Zoho created, it provides 3 trigger options - Record created, Record updated and Record created or updated We need trigger on "Record Delete" as well, We have a use case to fire our system api if record
        • Zoho Flow Switch On Not Working

          I have created a flow which is when the mailbox address received the email that meet the condition will auto fetch the contact, account and finally create the ticket by using Zoho Desk. When I do a test and debug on my flow it work well as what I expect
        • MS Teams Flow Integration Question

          Where can I find the chat ID for the "Post message to chat" target?
        • Zoho Flow - Access denied to recover recording from call module - OpenAI

          Hi, I am trying to build a Flow to recover recoding when a new call is saved in my CRM. I have integrated my CRM with ringcentral and the recordings are saved in the event. Trigger: When new module entry Step 2: Fetch module entry (Zoho CRM says "permission
        • Unable to send price in big commerce from zoho flow.

          I am creating a flow from zoho flow to create a product in zoho inventory and sending this to big commerce. But the problem is like when ever i send the price its getting error. it require decimal format value if i am sending ${trigger.sales_rate} the
        • Not sending mail to new lead in zoho flow

          I have created a flow in zoho flow and triggered an action to send email notification when the new lead is created but even after user entering the mail id the email is not going to them
        • Access query string from incoming webhook URL in Zoho Flow

          I have a fairly straightforward use case, but cannot find anything conclusive on this subject. How can I simply access the query string of the incoming webhook request in Zoho Flow? I am attaching the Deal ID to the end of the request like: https://flow.zoho.com/762439902/flow/webhook/incoming?zapikey=1001.0dec2d7dd15080c464a13925275f0129.448c23ee219c545c89f5a178456cfc8b&isdebug=false&dealID=${Deals.Deal
        • Unable to access my Zoho forms account

          For some days now, I haven't had access to my Zoho Forms account. I keep getting an error that says, "You are an inactive user in your organization" via the mobile app and "You don't have permission to access this organization" via the web. I was removed
        • Identify Unused Deluge Functions in Zoho CRM

          Hello Zoho Support Team, I would like to request a feature that helps administrators identify unused or rarely used Deluge functions in Zoho CRM. Currently, Deluge functions are distributed across different areas, and there is no centralized overview
        • User Automation: User based workflow rules & webhooks

          User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in Zoho
        • Update on V2 API End-of-Life Timeline

          Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happy
        • Run a workflow after record merge

          Hello, We are wondering if there is a way to trigger a workflow after two records are merged? We have a sms service that use to text back and forth with Prospects and Contacts. To make it easy for our users, we automatically create them in this other
        • Next Page