We all know google sheets are one of the widely used spreadsheet software. It helps us to make data-driven decisions. When connecting the Zobot with sheets, the bot can display values/data from a spreadsheet, like the available stock details (Item price, quantity). Create a new record, such as feedback, comments or even update the existing fields based on your requirement. In this post, we will focus on using plugs to achieve the below google sheets actions with REST API.
- Fetching records from Google sheets
- Creating records in Google sheets
As we're aware,
Plugs in the Codeless bot builder are used to create custom actions or third-party integrations using deluge. You can create a plug and add it as a card in the bot builder, like rest cards. Now let's learn how to create this plug step by step.
Step 1 - Creating a connection with Google service.
- In your SalesIQ Dashboard, navigate to Settings > Developers > Plugs > Click on Add.
- Provide your plug a name, and description, select the Platform as SalesIQ Scripts, and finally, click on Connection to your left bottom. You will be redirected to the connection interface.
- Click on Create connection at the top right corner. Under Default connection, select Google service.
- Click on Create And Connect. Upon successful authentication, Zoho SalesIQ will be connected with the Google service.
Note: The Connection Link Name is used to scripts to invoke URL tasks.
Step 2 - Create the plug using Connection:
First let's look at fetching records from Google sheets. Any data that is available in sheets can be fetched. For example, if you're running an e-commerce business and maintaining all the stock information such as item name, quantity, price etc. on sheet, those details can be fetched here and displayed to the visitor.
- Copy, paste the below code and changes the sheet ID, name, row range, and connection name.
- //Add a output parameter named "allproducts" and select "Option list" as datatype
- google_spreadsheet_id = "1y92rI_ITWLxpXOQMtyO8W9_7P6HwygxfneeVxdoRd-E";
- sheet_name = "Fetching+records";
- //specify the correct range like "a1:b11"
- url = "https://sheets.googleapis.com/v4/spreadsheets/" + google_spreadsheet_id + "/values/" + sheet_name + "!a2:b11?majorDimension=ROWS";
- //googlesheets - Connection link name made using the connection interface (Step 1)
- apiresponse = invokeurl
- [
- url :url
- type :GET
- connection:"googlesheets"
- ];
- values = apiresponse.get("values");
- productList = List();
- //Adding all the product and ID in an option list | Ref - https://www.zoho.com/salesiq/help/developer-section/plugs-datatype-optionlist.html
- for each entry in values
- {
- id = entry.get("0");
- product = entry.get("1");
- productList.add({"id":id,"text":product});
- info productList;
- }
- response = Map();
- //parasing the plug output
- // allproducts - Name of output parameter; productList - Value to be associated to "allproducts"
- response.put("allproducts",productList);
- return response;
- Then, click save, preview the plug and publish it. For your reference, we have made the sheet public.
- The above reference shows the spreadsheet ID and the sheet name.
Now, let's look at creating records in Google sheets. Any type of data can be pushed to sheets, such as feedback, comments, etc.
- Copy, paste the below code and change the sheet ID, name, and connection name.
- //Add two input parameters named "visitorID","feedback" and select the datatype as "String"
- if(session.containsKey("visitorID"))
- {
- id = session.get("visitorID").get("value");
- }
- if(session.containsKey("feedback"))
- {
- feedback = session.get("feedback").get("value");
- }
- google_spreadsheet_id = "1y92rI_ITWLxpXOQMtyO8W9_7P6HwygxfneeVxdoRd-E";
- sheet_name = "Create+records";
- //specify the correct range like "A3:B3"
- url = "https://sheets.googleapis.com/v4/spreadsheets/" + google_spreadsheet_id + "/values/" + sheet_name + "!A3:B3:append?valueInputOption=USER_ENTERED";
- params = {"majorDimension":"ROWS","values":{{id,feedback}}};
- apiresponse = invokeurl
- [
- url :url
- type :post
- parameters:params.toString()
- headers:{"Content-Type":"application/json"}
- connection:"googlesheets"
- ];
- info apiresponse;
- response = Map();
- return response;
- Then, click Save, preview the plug and Publish it. For your reference, we have made the sheet public.
- Navigate to Settings > Bot > Add, provide the necessary information, and select Codeless Bot Builder as a bot platform or open an existing bot.
- Select the Plugs under Action Card and select the required plug (Only published plugs will be listed here)
- Provide the plug inputs and outputs.
- Click Save.
In the above video, we've used a plug, fetched some products and displayed them as options to the visitor.
Heads up:
Related links:
Best regards,
Sasidar Thandapani
Recent Topics
Add "Fetch Composite Item" Action for Inventory
I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.
Calling Function via REST API with API Key gives 401 using Zoho Developer
Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the Developer
Error due to - 'Internal Exception' when uploading Sign-generated PDF file to workdrive via Deluge in Zoho CRM
Hi I wasnt getting this error a few days ago and my code had not changed, so I'm wondering if there's a Zoho bug somewhere? I am downloading a PDF file from a Zoho Sign url using invokeurl and then uploading it to a Workdrive folder using zoho.workdrive.uploadFile.
Embed CRM record images in email templates
I have email templates that I want to embed dynamic images in their body - not as an attachment. For the context, the image is a QR code individual to each contact. So there are couple of challenges for which I think there is no solution in CRM: 1/ I
Assign multiple departments to multiple helpcenters
Hi there! I have a reseller company for a software and I'm using Zoho Desk as my helpcenter and ticket management system. The software is great and I would like to make a suggestion! With multi-branding activated, your departments that visible in help
Zoho Desk Training
Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?
Exciting Updates to the Kiosk Studio Feature in Zoho CRM!
Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
Edit default "We are here to help you" text in chat SalesIQ widget
Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!
PO Based Advance payment to Vendor
We recommend to introduce a provision at PO to make advance payment to vendors and auto apply that advance paid later at the time of Vendor Bill submission for that PO. This will help us track PO-wise Total Payments.
Converting Customer Invoice to Purchase Bill
Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate
Getting Project Template List using the REST API
I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project Templates
How to get Quickbooks Desktop Info into Zoho?
Our team has used Quickbooks desktop for years and is looking at switching to Zoho books in 2026. I want to bring all old sales history over since we use Zoho CRM. I can export Item sales history and generic sales orders from Quickbooks desktop. How do
ZeptoMail API Request
We tried to send mail using ZeptoMail using Django. Following is my payload {'from': {'address': 'abc@abc.com'}, 'to': [{'email_address': {'address': 'xyz@xyz.in', 'name': 'Bhavik'}}], 'subject': 'Report Name', 'htmlbody': '<p>Test</p>'} Following is
Zoho Inventory - Allow Update of Marketplace Generated Sales Orders via API
Hi Inventory Team, I was recently asked by a client to create an automation which updated a Zoho Inventory Sales Order if a Shopify Order was updated. I have created the script but I found that the request is blocked as the Sales Order was generated by
Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account
Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?
Mass import of documents into Zoho Writer
I'm using Google's word processor at the moment but feel that Zoho does a better job (on the online apps market). Iwant to move my documents (about 50-70) to Zoho but it seems to me that I have to import them seperately. Is it already possible to upload several documents at a time or is this a forthcoming feature? Cheers Rolli :?:
Add home page or dashboard in CRM customer portal
is it possible to add home page or dashboard in CRM customer portal?
User Tips: How to change the the label display name of a system defined field
Most users know how to change field label names via Settings > Modules & Fields but if you want to change the name of a system defined field you can’t as there is no “edit properties” option. However with a simple hack you can edit any system defined
Search not working!
I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?
Zoho CRM Community Digest - October 2025 | Part 1
Hello Everyone! Here's a quick recap of first two weeks of October! Product Updates: Zoho CRM Android App Update: Surveys, Blueprints, and Smarter Mobile Features! Zoho CRM’s Android app just got a useful upgrade. You can now share records, upload your
Automate onboarding emails with CRM Workflow and Accounts module
We’re a B2B SaaS company selling to public-sector organisations. Each organisation is stored as an Account in Zoho CRM, and each organisation typically has multiple associated Contacts. Our backend syncs product-usage data (setup status, user activity,
Important update: Enhanced security measures for account operations in Zoho Cliq
Greetings from the Zoho Cliq team! We’d like to share an important security update that has an influence on some admin actions such as password reset, MFA reset, and MFA backup code generation. What’s changing? With our latest security enhancements, these
Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens
find attached extract of my report
No Functional Autosave or Manual Save Button
Application : Zoho Notebook So I wanted to try Zoho Notebook(On Ubuntu) as an application, I installed the application and went solving my LeetCode problems visually(Drawing mode), at one point the app just stopped saving anything... Every time I tried
Enterprise subscription support
My organization sells subscription services to enterprise customers, which is a different model from the consumer subscription model that Zoho Billing has been designed to support and I beleve this capability should be added. An enterprise subscription
Issue with Creator's IF logic
Hi, I found the following code produces unexpected results: if(-1.0 < 0.0000000) { info "True"; } else { info "False"; } if(-1.0 < 0.000000) { info "True"; } else { info "False"; } The output returned is: False True However, the
Need option to send Package PDF in shipment email (Shipment PDF is missing Lot info)
Is there any way to automatically attach the Package PDF instead of (or alongside) the Shipment PDF in the notification emails? We really need this feature because the default Shipment PDF creates a blind spot for our customers. It does not display Batch/Lot
zoho creator view is not present in the workspace and blank reports
Hi Support, Users who have "write" permissions keep getting this error for all of our embedded reports all of a sudden. See screen shot below: Meanwhile, my developer permissions account sees a blank screen in view and edit mode as shown in the screenshots
Customize portal email template
Can i fetch only first name of the user in portal email template instead of the below code Hi ${User.FULL_NAME}
Can't we let users decide which options they'd like to add at embed widget?
It seems embed widget DOES NOT offer a feature, where users can choose options upon subscribing plans. What Zoho has instead, is that admins have to manually create plan with options. How come no one in Zoho dev team never raised issue about usability
Reupload and rename from one field to another field (file upload)
Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyone
Printing Multi-Page Reports (PDF Export)
Hi, I am moving a report from Google's Looker Studio to Zoho Analytics and trying to reproduce the Looker page by page dashboard editing experience. With Google, what you see is what you get when you print to PDF. But I can't seem to create the same experience
Resume Harvester: New Enhancements for Faster Sourcing
We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built
I NEED TO NUMBER TO TEXT NO HERE
=NUMBERTEXT NEEED
Error: View is not present in the workspace
When saving a dashboard, user receives a popup with the following error. "View is not present in the workspace" What does this mean or refer to? There is no further insight given.
Dear Zoho CEO: Business Growth is about how you prioritise!
All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email about
Bin Locations
Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan
Create and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR
A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standard
How to Prevent Users From Skipping LMS Videos in Zoho People
How to Prevent Users From Skipping LMS Videos in Zoho People Hello Zoho Developers, In this blog, we will quickly look at how you can stop users from skipping or fast-forwarding videos in Zoho People LMS. Zoho People provides a feature called Disable
[Integration Edition] Deluge Learning Series – Custom API with Deluge | November 2025
We’re excited to conclude this four-month Integration Edition of the Deluge Learning Series: Session 1 – Integrating Zoho Apps with Deluge Using Built-In Integration Tasks Session 2 – Integrating Zoho Apps with Deluge Using invokeURL and invokeAPI Session
Next Page