Hello everyone,
Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of the connectors associated with your connections are going to be deprecated, so you'll need to upgrade each of them to the latest version of the connector. We believe these upgrades are a crucial step in maintaining the highest standards of security and performance.
What is changing?
Forte Connector
Forte has informed us that the current backend integrations connecting Zoho Creator with Forte will be deprecated. They plan to adopt a more advanced, PCI-compliant system that offers enhanced security. To meet this requirement, we're rolling out a newer version of the Forte connector in Creator. If you've already configured a Forte connection, you'll need to manually update it to the new version by following the steps listed below:
How to update
For C6 users:
- Navigate to Connections under Microservices.
- Click the Forte connection.
- Next, on the Connection details page, click Update Connection. A confirmation pop-up will be displayed, and upon clicking Update and Authorize, a second pop-up will appear for you to enter the new authorization fields. Once finished, your Forte connector in Zoho Creator will be updated to the new version.
For C5 users:
- Navigate to Connections under Account Setup.
- Click on the three dots (...) within the Forte card. In the dropdown, click Update Connection.
A confirmation pop-up will be displayed, and upon clicking Update and Authorize, a second pop-up will appear for you to enter the new authorization fields. Once finished, your Forte connector in Zoho Creator will be updateed to the new version.
Timeline
For users with existing Forte connections, the deadline to update to the new version will be September 30, 2024.[Note: Extended till 30-Nov-2024] If you fail to update, any existing authorized connections will no longer process transactions after the specified date. We strongly urge all users who have an existing Forte connection to update to the new version before the deadline to avoid any potential disruptions.
Beginning today, 20-Sep-2024, any new Forte connection created will automatically be in the new version.
PayPal connector
The existing version operates on a basic authentication model provided by Paypal. To enhance security, we're moving to the new version, based on OAuth authentication. By transitioning to OAuth authentication, we're ensuring the highest level of data protection for connections between PayPal and Zoho Creator.
How to migrate
For C6 users:
- Navigate to Connections under Microservices.
- Click the PayPal connection.
- Next, on the Connection details page, click Update Connection. A confirmation pop-up will be displayed, and upon clicking Update and Authorize, you'll be redirected to the PayPal authentication page, where you'll need to provide your credentials. Once finished, your PayPal connector in Zoho Creator will be upgraded to the new version.
For C5 users:
- Navigate to Connections under Account Setup.
- Click on the three dots (...) within the PayPal card. In the dropdown, click Update Connection. A confirmation pop-up will be displayed, and upon clicking Update and Authorize, you'll be redirected to the PayPal authentication page, where you'll need to provide your credentials. Once finished, your PayPal connector in Zoho Creator will be upgraded to the new version.
Timeline
Existing PayPal connections will remain on the old version until manually updated by following the steps provided above. The old PayPal connections will be fully deprecated at a later date, based on relevant communications we receive from PayPal. We strongly urge users with existing PayPal connections to update them as soon as possible to avoid any disruptions.
Note: Any user who creates a PayPal connection for the first time after 26-Sep-2024 will automatically be on the new version. The update is only required for users with existing PayPal connections.
Payflow Pro and Payments Pro deprecation
On a related note, we'd like to inform you that PayPal's Payflow Pro and Payments Pro gateways are slated for full deprecation. While PayPal has not yet specified a sunset date, transactions will persist until further notice. Creation of new Payments Pro and Payflow Pro connections will no longer be allowed. However, existing connections based on these two connectors will continue to function until further notice.
Soft deprecation of connectors
We have also rolled out new versions of the following connectors. Any new connection you create for these services will automatically be in the latest version. However, existing connections created with these older versions will undergo soft deprecation, and we'll provide you with the option to update them at a later date.
- ActiveCampaign
- ActiveTrail
- BigCommerce
- ConvertKit
- Copper
- Expensify
- EZOfficeInventory
- Forecast
- Jira Cloud
- Lucid Meetings
- Moosend
- Salesmate
- Streak
- Teamwork Desk
- Teamwork Projects
- Toggl Track
- Zoho Analytics
- Zoho Assist
- Zoho Books
- Zoho People
- Zoho Projects
- Zoho Sheet
To verify if any of your connections have been created using the older version, please navigate to Microservices -> Connections and check for a warning icon in the top-right corner of the affected connections.
Updated: Sep 03, 2025
We have begun rolling out backend changes to the NetSuite, Workday Human Capital Management, and Workday Financial Management connectors as of September 3, 2025. Once these changes are complete, you will need to migrate your existing connections for these services. An 'Upgrade to new version' option will appear and on clicking you would need to reauthorize your connection.
Additionally, please note that any new connections for these services created after this date will automatically use the new version. In the new version, only the Client ID and Client Secret are required to set up the connection.
Our goal is to make this transition as smooth and hassle-free as possible. If you have any questions or need assistance, don't hesitate to reach out to us.
Regards,
The Zoho Creator Team
Recent Topics
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
Default/Private Departments in Zoho Desk
1) How does one configure a department to be private? 2) Also, how does one change the default department? 1) On the list of my company's Zoho Departments, I see that we have a default department, but I am unable to choose which department should be default. 2) From the Zoho documentation I see that in order to create a private department, one should uncheck "Display in customer portal" on the Add Department screen. However, is there a way to change this setting after the department has been created?
Zoho CRM IP Addresses to Whitelist
We were told to whitelist IP addresses from Zoho CRM. (CRM, not Zoho Mail.) What is the current list of IP Addresses to whitelist for outbound mail? Is there a website where these IP addresses are published and updated? Everything I could find is over
Color of Text Box Changes
Sometimes I find the color of text boxes changed to a different color. This seems to happen when I reopen the same slide deck later. In the image that I am attaching, you see that the colors of the whole "virus," the "irology" part of "virology," and
The difference between Zoho Marketing Automation and Zoho Campaigns
Greetings Marketers! This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you. What is Zoho Marketing Automation?
How to use Rollup Summary in a Formula Field?
I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible
Zoho Mail Android app update - View emails shared via Permalink on the app.
Hello everyone! In the latest version(v2.8.2) of the Zoho Mail Android app update, we have brought in support to access the emails shared via permalink within the app. Earlier, when you click the permalink of an email, you'll be redirected to a mobile
Let us view and export the full price books data from CRM
I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for
How to create a Zoho Mail extension similar to Outlook's OnSend add-in?
Hi, I want to create a Zoho Mail extension similar to Outlook’s OnSend add-in. The extension should: Let the user select headers and footers from a taskpane while composing an email. When the user clicks Send, the extension should: Automatically insert
How to display Motivator components in Zoho CRM home page ?
Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.
Introducing Record Summary: smarter insights at your fingertips
Hello everyone, We’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia to simplify how you interact with your CRM data, providing a seamless, consolidated view of critical record information. Scrolling through the
Delegates should be able to delete expenses
I understand the data integrity of this request. It would be nice if there was a toggle switch in the Policy setting that would allow a delegate to delete expenses from their managers account. Some managers here never touch their expense reports, and
Function #9: Copy attachments of Sales Order to Purchase Order on conversion
This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: Hit
Kaizen #8 - Handling Recurrence and Participants in the Events Module via API
Hello everyone! We are back this week with an exciting post—Handling recurrence and participants in the Events module through API. First things first—What is the Events module? "Events" is a part of the Activities module in Zoho CRM. An event is an activity that happens at a given place and time. You can find Events on the user's Zoho CRM's home page, Activities home page, Calendar, and in other related records. What are the types of Events? Events are of two types—Recurring and non-recurring events.
Marketer’s Space - Get Holiday-Ready with Zoho Campaigns
Hello marketers, Welcome back to another post in Marketer’s Space! Q4 is packed with opportunities to connect with your audience - from Halloween, Black Friday, and Cyber Monday, to Thanksgiving, Christmas, and New Year. In this post, we’ll look at how
Personalized demo
can I know more about the personalized demo we are construction company and
Can I collect email addresses in a form??
Can I add new subscribers to my email list (hosted in FloDesk) when they check a box and add their email address on a Zoho form?
Zoho CRM Android app updates: Kiosk and multiple file upload support for subforms
Hello everyone, We've rolled out new enhancements to the Zoho CRM Android app to bring better mobile CRM experience and efficiency. Let's take a quick look at what's new: Kiosk Multiple file uploads for subforms Kiosk Kiosk is a no-code tool in Zoho CRM
Alerts for mentions in comments
We are testing the use of Writer internally and found that when a user is mentioned in a comment, there is no email alert for the mention. Is this something that's configurable, and if so, where can we enable this option?
OAuth integration issues
I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'
Zoho Mail Android app update: Manage folders
Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POP
validation rules doesn't work in Blueprint when it is validated using function?
I have tried to create a validation rule in the deal module. it works if I try to create a deal manually or if I try to update the empty field inside a deal. but when I try to update the field via the blueprint mandatory field, it seems the validation
Get Zoho Mail API working (including DRE Connector, Oauth Token, ZUID, ZOID & ACCOUNT_ID)
Disclaimer: I’m not a professional coder! Do you need to use Zoho Mail API? Me too. It lets you do all sorts of things — like reading the complete header of an email, or forwarding an email with its attachments — which is what I wanted to do. But setting
Revenue Deferrals
Does ZOHO books and subscriptions handle Revenue Deferrals?
Can I make a website open inside Zoho whenever I log in?
Hi Zoho Team, Every day, I check a few websites for updates, for example, Rojgar--result, where I see the latest government job results and notifications. I was wondering if there’s any option in Zoho to make a website like that open inside Zoho whenever
Kaizen #214 - Workflow APIs - Part 2
Welcome back to another week of Kaizen! Last week, we discussed how Zylker Cloud Services used the Workflow APIs to discover and audit all the automations in their CRM, listing every workflow, checking triggers, and understanding their automation limits.
Zoho CRM Community Digest - September 2025 | Part 1
Hello Everyone! September's Here! Before we jump into product updates, and community highlights, here's a quick spotlight! Zoho has launched a Professional Sales Rep Certification course on Coursera, tailored for sales professionals to strengthen their
Upload my theme.
Hello. I would like to upload my own theme, this one: https://themeforest.net/item/panagea-travel-and-tours-listings-template/21957086 Is it compatible and where I upload it? If not I will hire a developer, what do I have to ask when I search for one?
Product Updates in Zoho Workplace applications | September 2025
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this September. Zoho Mail Attach email as EML file in Compose Effortlessly attach emails as EML file in Compose by simply
Vehicle Tracking
we have GPS devices that installed on our vehicles, and we would like to know if it's possible to get vehicle live location data from the GPS device To Zoho Creator App. Thank You
🤝 Rencontres, partage et inspiration au Zoho Community Meetup de novembre
Chers utilisateurs, Bonne nouvelle 🎉 : notre Meetup Zoho Community approche, et nous serions ravis de vous y voir ! 📍 Toulouse : le 25 novembre 📍 Lyon : le 27 novembre (🎯 Il ne reste que quelques places !) Que vous soyez débutant ou utilisateur avancé,
Need Help Mapping GST Registration Number Field Between Zoho Books & Zoho CRM + Slow Sync Issues
am facing an issue with field mapping between Zoho Books and Zoho CRM. I want to map the GST Registration Number field from the Customer module in Zoho Books to a custom GST field inside the Accounts module in Zoho CRM. However, I am getting a warning
Notification received when self-assigning tickets
When I assign tickets in Zoho Desk the relevant agent gets a notification email. When assigning myself a ticket in Zoho Desk, I get a notification email. Now, as I am the person who assigned the ticket to myself, getting a notification in this regard
Nouveauté dans Zoho Writer - Création de documents et de modèles assistée par l'IA
Zia, l’assistant IA de Zoho Writer, soutient les utilisateurs dans l’amélioration de leur écriture et la création de contenus : correction orthographique et grammaticale en temps réel, suggestions adaptées au contexte, détection du plagiat, révisions
Session Expired
I constantly get "Session Expired" and need to relogin or close and open the application again. This gets really frustrating during the day. Is this something that can be solved? This really makes me want to leave the app as it is no go to need to reopen
Disable Buttons for Users with Profiles without permission
Hey, I've noticed that users without permission of setting up things in the marketplace, can still see the icon: On a click, you see this: It would be way better, if they couldn't see this menu icon at all. (Aside from the fact that it completely misplaced
Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually
Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able
Zoho Analytics - Make text clickable in underlying data
Hi Community, I have a simple sales report based on a Invoice query table. I have included a link on to each invoice on the table and sent the Invoice number URL to the link. This works find in the query table, but when I click underlying data on the
Credit Management: #5 Advanced Refund Policy
You're subscribed to a well-known SaaS design tool. You've used it to manage your team's projects, create marketing visuals, brochures, and so on. But your needs change over time. Your company may switch to another tool or hire an in-house designer who
Exported Slide Image Lacks Portion of the Background Image
This does not always happen, but when I export (or "download") the rendered image of a slide, it sometimes lacks a portion of the background image. I created a sample slide deck to demonstrate it and shared it with the admins. It is also publicly available
Next Page