GMAIL API and Zoho Creator
Just wondered if anyone has had any experience with this. There is lots of detail on the Google API website which I can work my way through. What I am after is just some basics on where to start with regards Zoho Creator. I know it will be the postUrl command, but really not sure on how to format the calls to the API. Any help or just pointers would be great?
Using SMS received as a workflow trigger in Recruit?
I'm trying to set up a workflow in Recruit and need to set the trigger to be when a Candidate sends an SMS in. I can work out how to trigger on Email received (or at least on create/edit with a condition of Email) but how do I trigger a workflow on SMS
Zoho One account to move to 2.0
Hi, I'm a Zoho One account and tested Marketing Automation a year back and ended up not using it and when with Champions. Can I close my current Marketing Automation account open a new one in 2.0 and start over with it? Thank you for the help.
Zoho One - Use Project or Bigin for that?
Hello, we're testing Zoho One for our needs and if I get an answer and it works we're planning to upgrade to the full version for all our employees. I cannot understand if it fits this need. Basically we'd like to use Bigin (or Project) to take care of
Effect of changing Department name
Hello, We have a department in Desk that we would like to change the name of. I am reluctant to do this due to being unaware of how this might effect current tickets in the queue, assignment rules, agents assigned etc. Can someone please let me know what
Restrict some Agents access to some Accounts & Contacts
I have two agent types: Full Agent Customer-Specific Agent I want Full Agents to be able to access all tickets, contacts and accounts - I can get this working fine. I want Customer-Specific agents to only access tickets and contacts specific to ONE account.
Help Center Best Practice for formatting PDF Articles to the KB
I am part of an organization that migrated from a different CRM system and we are trying to upload our existing Articles (which are PDFs) into the Knowledge Base. I have tried uploading with the below two methods: 1- Convert .pdf to a .docx and use the
Deluge Create Task For Contact - $se_module not accepted...
I have created the following script to add a Task to a Contact But the system does not like "Contacts" for the "$se_module" function. Is there a different method/script to create a Task directly associated with a Contact? Here is the function: ************
Zoho SAML Assertions
Hi, We're currently using our IDP (Identity Provider) to authenticate our users in the Zoho Help Center. The authentication process is functioning properly, but we're experiencing an issue where the First Name and Last Name fields are not being populated
downgrade zoho one
sir, we want to downgrade zoho one and we want to shift our data to standalone zoho books and zoho inventory. is it possible to do so as our renewal is due now
Import secondary email Zoho One
Hi, I need to add a secondary email in Zoho One but massively, I´m trying to export all active users, add secondary email manually and import it again in Zoho One. I assign all fields from the attachement to the user attributes in Zoho One and press next
List Pruning
When it comes to email lists, quality is much better than quantity. On most systems it's easy to find and delete users who either haven't engaged for x days/weeks or haven't opened the last (insert number) emails. And yet, this latter functionality is
Request assignment rules
Merhaba, Zoho One kullanıyoruz. İstek atama kuralları 5 ile sınırlıdır. Bunu arttırmak için ne yapmalıyız? İyi günler.
Make the Flexible User Pricing actually flexible - allow bundled apps to be licensed individually
The 'Flexible User Pricing' is not flexible! Please make it flexible. Allow bundled apps to be licensed individually. Although Zoho One offers nearly all Zoho apps, one has to choose which apps to include in the bundle when joining Zoho One. Any included app is forced into Zoho One licensing. The unfortunate implication of this is that one cannot add an individual app user license for any of the bundled apps. If you try to add a user in any bundled app, it will redirect you to Zoho One licensing
I want to cancel the service and I want a refund
Hello, I want to cancel the plan, they have just charged me the monthly amount but I will no longer use it this month, please I would like to know what steps I should take to cancel and receive the refund corresponding to this month, since I am not going
Using blueprints with Zoho Sign or Zoho Books
My question: Can a Blueprint include Zoho Books and Zoho Sign items when each of those is integrated into the CRM? (Zoho ONE) Examples: -A Potential cannot go to the next stage until a customer has paid an invoice. -A Potential moves to the next
Urgent: dimensions of images
Is there a Help section on dimensions of images used in a Zoho Sites template? I need to replace practically every image, but have no clue about their dimensions
What is the Org Account?
Trying to integrate with Cliq, I'm getting this message. As always (and with good reason!) I fear that this is a one-way and has drawbacks on my current workflow/capabilities/features and other. What is the Org Admin and why would only the Org Admin the
Website hosted on Zoho Sites very slow and unsearchable on Google
Hello. In the past two months we were working on a website on Zoho Sites. We moved from Squarespace where everything worked perfectly but I just wanted more Zoho Apps integration so that was the reason we decided to move. At first we had problems with
How do I remove apps that I don't use?
When I click on Access My Apps and go to the following page: https://home.zoho.com/home#my ...there are icons that I don't use and would like to remove. How do I remove unwanted icons? Thanks
Is it possible to change incoming call ringtone in zoho cliq ?
Can we have a option in zoho cliq to change the ringtone of the incoming calls because currently there is a default ringtone setup for everyone in the office premises and there is no option in zoho cliq to change it . So Is there any future plan to add
Which module best for venue event management business
Good afternoon, For our venue event management business including catering we are trying to determine the right module to support our business operations. I have been looking into several modules such as: - Backstage - Bookings - Event Management - Meeting
Recruiter's Assessments - Weighting
The candidate assessments are really helpful, as you can add question types, weightings and specificy whether a qualifying question etc. I need this same functionality within the recruiter's assessments too. I have a bunch of essential and desirable requirements
use the contents of a note in an email template
Dear readers, I would like to add the contents of a note inside a mail template I can send automatically with zoho Recruit. The use case is as follows: 1. A candidate is submitted to a client 2. the client rejects the candidate 3. The status of the candidate
Fake Subscriptions?
Given that Zoho Commerce can't sell subscriptions, I'd like to know if we can create non-inventory items for subscriptions, and then once the buyer checks out, somehow capture that event and create an actual Zoho Subscription using API's. In effect faking
Custom Validation for Fields in Zoho Forms using Regex
I want to validate single line fields in zoho forms using regular expressions. The only options I currently get are min characters and max characters.
Meeting Agenda App
It would be perfect if you had an app for meeting agenda. Specially if this could be embeded in the CRM or stand alone even for inhouse real (not online meetings). We yous zoho meet with clients and we really need something like this. Check the https://meetingking.com.
Tasks in Zoho One are a MESS - Please Fix!!!
My team has been slowly integrating into Zoho One - we use just about every single Zoho software - Cliq, COnnect, WorkDrive, CRM, Projects, Desk, Sales IQ etc.. One thing we are quickly discovering is that tasks are a complete mess!! We have tasks from
Zoho recruit not parsing linkedIn jobs
We have set up our resume parser and resume inbox. It works for our career site and Indeed but when we post a job on LinkedIn and add the job mail provided for us it always fails to parse, giving the error parser failed. Please we will need assistance
Zoho VPN
Hi, I'd like to know if Zoho offers VPN. If yes, can you tell me how to access using VPN. If not, any VPN recommendation that I should use? Thanks.
Can i get notified on my company's email id once new ticket creation (xyz@company.com), if yes then how?
Can i get notified on my company's email id once new ticket creation (xyz@company.com), if yes then how?
Addition charge for zoho recruit
We have asked for only 4 accounts in the past for staffing version of zoho recruit. I see it is charged for 12 users. Can you please correct ? Now we would like it to be reduced only to one account and that should be for admin account
Interview invites automatically sending
We arrange interviews for our clients and track them within Recruit. We don't send interview confirmations via Recruit because we can't add external interviewers. When I save the interview, it asks if we want to send a confirmation... we click Do Not
Is ZohoOne capable of sharing documents / files with external non-team members?
Hello, I'm a new user to ZohoOne and I want to know if there is an element with it that allows me to share documents or audio files with my clients, who are not part of my ZohoOne account. Is there a way for me to have a collection of files that external
Backorders
When have over 100 suppliers and 10,000 inventory items. Therefore when we key a sales order multiple suppliers will be used. 1. Our issue is we cannot use the backorder function as it literally places the whole order on hold. The purchase order does
How to add more than one contact at a time.
I'm looking to send a form to an existing customers which will enable them to register up to five members of their staff for some training. There is already a CRM Deal, Account and Contact. This form needs to be sent to the customer so that they can
Employee Birthdays?
All employee birthdays are entered in their Zoho One user accounts. How do I get them to show up on the Zoho One calendar?
Customize Zoho Checkout Page for Paid Bookings
I see that the checkout page is a generic "bot created" template in zoho checkout. Is there a way to assign one of my templates to the paid bookings checkout process?
New Sync functionality does not Sync back Opt Out information from Campaign to Recruit
Some two weeks ago we were moved to the new Sync functionality. The new functionality offers an option to define a different Opt Out checkbox than the Email Opt Out. This is a good improvement since opting out from a Campaign Newsletter is not the same
One-Time Task Boost | Aggravating Customer Support
So this is really irritating. I screwed up and set something up wrong, and it resulted in my blowing through 1/3 of my tasks in a 12-hour period. Duh on me. I ask if I can buy a one-time boost in tasks, and it takes the better part of a month for them
Next Page