Find and Merge Duplicates to trigger webhook

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• 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

• Remove Bounced email addresses from CRM after running a campaign

  HI, Is there a simple way to remove bounced leads in the CRM where there email doesn't exist anymore after running a campaign?

• CRM Notes

  Hello, We want to add a Note to the Contact record when a Note is added to a Case or Deal. I wasn't able to do this using a workflow, so I tried using Zoho Flow, but that didn't work either. Does anyone have a suggestion on how we can accomplish thi

• Building a custom site

  do we have an option in Zoho to build custom sites like adding custom functionalities? want to make a site like jumble puzzle answers for today. Is it doable? Please assist.

• How to Automate an Unsubscribe based on Scoring

  I automatically assign a negative point score to bounced emails and would like to automate unsubscription of these emails from our Campaigns, without losing the contact data. (Oftentimes the lead is no longer at a business, but I want to keep the business

• Sync Task Status from Zoho Projects to Zoho Desk

  Hi Zoho Desk Team, Hope you’re doing well. We’re actively using the Zoho Desk–Zoho Projects integration, which helps our support and project teams stay aligned. However, we noticed that when we change a task’s status in Zoho Projects, the change is not

• Lost the ability to sort by ticket owner

  Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?

• Introducing PDF conversion in Deluge

  Hello everyone, We're pleased to introduce built-in PDF conversion capabilities in Deluge with the launch of the convertToPDF task. As PDF is one of the most widely used formats in professional environments, this task helps streamline document generation

• Recurring Addons

  Hi, I know you can set the pricing interval for addons to weekly, monthly and yearly & set it for one off or recurring, which these are fine as a base addon item. It really would be helpful if when creating a subscription when you add on the addon item

• Start Workflow from Deluge Script

  I have developed a customized process from our CRM that leverages a deluge script to create a statement of work document. Once the document has been created via the merge and store function, I would like the ability to start a workdrive review & approve

• Placeholder doesnt work in email tempalate

  Hi Team,  I have put in the customer happiness rating place holder in my email template but when I pick the template in my ticket and send it to client, the place holder doesnt get generated. What am I missing here? screenshot attached. 

• Re: Application Architecture in Zoho Creator — A Platform-Specific Deep Dive

  A recent community post on application architecture made some excellent points about planning architecture early in Zoho Creator projects. The core message is right — Creator applications have a habit of growing organically into maintenance nightmares,

• Option+C shortcut conflict

  In the latest Cliq release, you introduced `Option+C` shortcut to start a new audio call. In Polish, `option+C` is used for letter `ć`. I changed this button combo but `Option+C` is still being blocked and doesn't allow me to write letter `ć`.

• Zoho Books | Product updates | April 2026

  Hello users, Welcome to our April 2026 product updates roundup! Highlights include profit margin for sales transactions, insights in reports, recording deposits from undeposited funds in banking, and faster production workflows with improved assembly

• Need Easy Way to Update Item Prices in Bulk

  Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices

• What is the maximum length/size of a presentation on Apple TV?

  Hello, I have a presentation here that I regularly show on Apple TV. It’s always the same presentation, which keeps getting longer and more extensive over time. Almost every slide contains a graphic or photo that takes up the entire slide. That means:

• Items Landed Cost and Profit?

  Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide the

• How to set custom Sales Order numbers

  I am trying to create Sales Orders with data from Jotform submissions. Auto number generation is disabled within Books. Whereas the flow Input recognizes the number (40732 in this example), the Output does not. How can I fix this? I'd like the number

• Differences - Blueprint vs. Approval Process

  Cannot seem to get my head around the key differences between the Blueprints and the Approval Process. For me it seems like different flavours of more or less the same thing - especially now that we have the option of Record Locking. Have a quote to sales

• Displaying Rate Inclusive of GST per unit

  Hello, Currently when I enter the pricing of a line item it shows the overall amount (price including tax * quantity). I would like to see price/unit inclusive of GST. Is there any way to simplify this and to be able to view it? I've attached my current

• RouteIQ user Licensefor Non–Zoho One User

  Zoho RouteIQ needs to be purchased for Zoho CRM. The current setup uses the Zoho One plan, but RouteIQ is required for a different user who is not part of Zoho One. However, they need access to routes and customer details within RouteIQ for planning their

• Zoho Flow not handling Boolean properly

  Hi, I have a checkbox in one system that I'm trying to sync with a checkbox in Zoho CRM. The value from the source system comes in as blank (unticked) or 1 (ticked). I've written the following custom function to convert the output to either boolean false

• Set Default Status of Assembly to "Assembled" When Entered in UI

  I've just discovered the new "confirmed" status of Assemblies within Inventory. While I understand the intent of this (allowing for manufacturing planning and raw material stock allocation), it was initially confusing to me when manually entering some

• Introducing the New Applications Module

  We're excited to introduce the Applications module, a powerful new feature designed to revolutionize how you manage job applications. This module offers a more streamlined, efficient approach to tracking and processing candidates throughout your recruitment

• Zoho Browser??

  hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, Sandeep  

• since the new interface of ZOHO writer can't turn of automatic reminder option for merge documents

  Since the new interface of ZOHO writer I have this problem. I have a large set of templates that I use to send documents to ZOHO Sign. But now in all those templates the box for Sending reminders is ticked, which i don't want. But even if I untick the

• Sales Allowed Beyond Available Stock and Payment Recorded Without Restriction

  Hi, While testing in Zoho Inventory, I noticed that a sales order can be created with a quantity exceeding the available stock in the selected warehouse. In my case: Available stock: 5 units Ordered quantity: 6 units Despite this: I was able to convert

• Function #25: Automatically generate purchase orders from a sales order

  We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is

• How can I add Material cost to a project?

  Hello, We use Zoho project to manage scheduled work. This consists in labour tasks and matrials cost. How can I add the material budget, then teh cost to the project? Thanks Barbara

• Users I've shared the sheet with cannot use the Custom Functions

  Hi, I have a Zoho Sheet worksheet that I shared to 2 colleagues, giving them full access: In that worksheet, I created a button with a custom Deluge function and it works flawlessly for me: For those I shared the worksheet to, when they click the button,

• Mail bounces due to bad reputation

  Good evening. I'm seeing these errors from both hotmail/outlook and yahoo, as well as hard bounce from Virgin Media and talktalk for some time now. Bounce category: Connection issues Reason: uncategorized-bounce Message: 4.7.650 The mail server [136.143.188.237]

• Automation Series #3: Macro vs Workflow in Zoho Desk

  Workflows vs Macros in Zoho Desk: Choosing the right help desk automation This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused

• Automation#17: Auto-Create Tasks in Zoho Projects Upon Ticket Creation in Zoho Desk

  Hello Everyone, This edition delivers the solution to automatically create a task in Zoho Projects when a ticket is created in Zoho Desk. Zylker Resorts uses Zoho Desk for bookings and handling guest requests. Zylker resorts outsources cab bookings to

• WO Completion Status Not Updating Automatically

  Hello Latha, Hope you are doing well. Over the past few days, we have been facing an issue with WO completion. When an AP is marked as complete, the work order status is not automatically updating to “Completed,” and we have to mark it manually. Could

• Limiting the form - Zoho People

  Hi Team, I would like to limit the number of form/request submissions for employees within a given month. For example, if an employee has already submitted 3 requests in the current month, they should not be allowed to submit any further requests. An

• Introducing our new 'Extension Development' Series!

  Hello users, We're excited to launch a new series on 'Building Extensions in Zoho Sprints' where the workspace owner or developers can learn to customize the workspace to meet their unique or niche requirements. Each post in this series will guide you

• Product Updates in Zoho Workplace applications | March 2026

  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of March. Zoho Mail Create Collections Under Categories in Bookmarks Create multiple collections under categories

• How to install Widget in inventory module

  Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?

• Credit card transactions are backwards after importing statements

  I am new to Zoho Books so I'm importing my firm's bank and credit card statements in. My credit card statements have a single column with negative numbers so that is the option I chose. But when I went to categorize the credit card transactions, I can

• BMO bank connection not working with either Yodlee or Plaid

  Been experiencing this issue for almost a month now. Anyone else?

• How to reduce inventory valuation when not tracking individual items?

  We purchase clothing items wholesale, embroider them with a company's logo, then resell. The garment style, size, color, etc. changes according to a customer's desire, so we don't track the individual item's purchase within Zoho Inventory unless there's

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