Zoho Developer Community Monthly Digest – April 2025

Zoho Developer Community Monthly Digest – April 2025



Hello everyone,

Welcome to this month’s Zoho Developer Community Digest! We’ve lined up an exciting series of technical sessions, product deep-dives, and community conversations to keep you informed and inspired. Don’t forget to check out our resource hub and join the ongoing discussions in the new developer space (More on this under Community Discussions section!). 

Let’s dive in!

Upcoming Events

Creator Tech Connect:

Title: Building Data Relationships using Lookups in Zoho Creator
Date: May 15, 2025
APAC & ANZ: 11 AM to 12 PM IST – Registration Link
EMEA: 4 PM to 5 PM IST – Registration Link
Americas: 9 PM to 10 PM IST – Registration Link

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. In our previous session, we discussed the recent product release updates in Zoho Creator. In the upcoming session, we will explore building data relationships using Lookups in Zoho Creator.

Zoho Developer Hangout – Episode 22

Date: May 14, 2025
Time: 8 PM IST – Registration link

Join @Onur Gülay, CEO of Smile Center Turkey and Zoho CRM Custom Functions category winner at ZDC Hackathon 2024, as he shares how he built Quoter—an AI-powered quoting system using Zoho CRM and Zoho Cliq. His solution slashes quote creation time from request to approved deal in under 30 seconds! Learn how real-time product matching, dynamic data mapping, and user-validated CRM record creation can drastically improve efficiency and streamline operations. He'll walk you through the full automation journey—from receiving a user’s initial request to finalizing a deal, while revealing the scripts, best practices, and future enhancements, all rooted in the belief that "Time is a Golden Key."

Catalyst 101

Title: Part 4 – User Authentication and Application Security
Date: May 20, 2025
Time10:00 AM IST & 8:00 PM IST – Registration link

Catalyst is a full-stack cloud development platform that simplifies the complex. Build, test, host, deploy, and optimize solutions like never before. Its easy learning curve eliminates complexities, empowering you to craft bold innovations at the lowest total cost of ownership (TCO). This is a four-part learning initiative that focuses on offering a thorough understanding of Catalyst—Zoho's cloud computing platform. 

Zoho CRM APIs

Title: Part 6 – Mastering COQL
Date: May 22, 2025
Time: 10 AM & 9 PM IST – Registration link

COQL (CRM Object Query Language) lets you write SQL-like queries to retrieve records from Zoho CRM, including across related modules. In this session, we'll cover how to use Dot-notation in COQL to establish implicit joins and fetch records linked via lookup fields and subqueries as a smart alternative to joins — allowing dynamic filtering based on related data while improving performance and memory efficiency.

Zoho CRM Developer Series – Client Script

Title: Part 7 – Client Script in Custom Buttons and Canvas List View
Date: May 27, 2025
Time: 10 AM & 9 PM IST – Registration link

In this session, we explore the latest enhancements to Zoho CRM’s Client Script feature, with a focus on Custom Buttons and the Canvas List View. You'll learn when and why to use scripts with Custom Buttons, how to set them up, and see a live walkthrough in action. We'll also explore Canvas List View, where another hands-on demo illustrates how Client Scripts can bring interactivity and smarter actions directly into your list views, helping you create a more dynamic and efficient CRM experience.

Extensions 101

TitleZoho CRM – Webhooks & Signals
Date: May 29, 2025
Time: 10:00 AM IST & 8:00 PM IST – Registration link

This series aims to guide developers through the process of building extensions for various Zoho products using the Zoho Developer platform, Sigma. Our previous sessions in this series covered extension development for multiple Zoho products and highlighted the platform's key capabilities for developing efficient extensions. Register for the upcoming sessions, where we'll delve deep into developing extensions for Zoho products like CRM, Books, and Desk.

Zoho CRM Developer Series – Queries

Title: Introduction to Queries
Date: June 5, 2025
Time: 10 AM IST & 9 PM IST – Registration link

In this session, we’ll introduce Queries—a powerful feature that lets you dynamically retrieve data from Zoho CRM or third-party services using REST APIs and COQL. You’ll learn when and where to use Queries and the types of data sources they support. 

Learning Table Series:

Title: Smart Visitor Management with Zoho Creator – Built for Every Industry
Date: June 5, 2025
APAC & ANZ: 11 AM to 12 PM IST – Registration Link
EMEA: 4 PM to 5 PM IST – Registration Link
Americas: 9 PM to 10 PM IST – Registration Link

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 as well, 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 property management was a success, and during the upcoming session we'll be exploring Creator for the Visitors Management.

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

Big news—we're moving! The developer discussion channel is shifting from Zoho Cliq to a new space on Zoho CommunitySpaces, and it comes with a mobile app! iOS folks, grab it from the App Store. Android users, hang tight—the app’s on its way. Until then, sign up here and use the web version. (Using Zoho credentials? Just sign in—no need to fill the form.)

Why the change? This new space brings all Zoho users together, lets you follow threads and people, sends personalized notifications, and has a much smoother experience overall. We’ve been envisioning this for a while, so we’re thrilled it’s live.

Developers ZUG Cliq Channel

  • Are you a Zoho developer? A blog with solutions featuring various Zoho products and features could be refreshing to scroll through. Check out miningwebs.in—Vishal's blog solely dedicated to Zoho-related coding content.
  • Usually, one asks a question and another posts the answer. Check out this interesting conversation with the roles reversed! A community member asks questions trying to understand OP's problem, and that leads OP to figure out the answer themself.
  • Newly released features are great, yes! But at times, features that are still in the works could fit your requirements perfectly. One such feature was what fit Evonne's needs. Check out the conversation here, and learn about ZDK CLI in more detail in this 4-part virtual series we concluded recently.
  • Populating data can be tiresome, but bulk-importing can make it a piece of cake. @Mike not only shows @Thameem how to do it, but goes beyond and warns him of some pitfalls and how to avoid them. If you're prepping your own data for importing, you might find Mike's advice useful.
  • Sometimes, the solution you're looking for is right under your nose! And all it takes is a fresh set of eyes, and in this case, @Sohib's.

Community Spotlight

Cliq Contributors

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. 

Make sure to follow the digest every 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 all an amazing month ahead!


SEE ALSO


    • Recent Topics

    • Zoho Analytics: Clarification on Email Schedule Limits in Basic Plan

      Hi Team, I have a question regarding the email scheduling limits in the Zoho Analytics Basic Plan. The plan shows that I can create 4 email schedules. However, I understand that schedule consumption is calculated based on recipients (i.e., 1 schedule
    • Zoho → ShipStation Integration – Sales Order–Driven Fulfilment Workflow

      Hello All, I’m reaching out to explore the best way to integrate a shipping tool into our inventory which will speed our process up. We are looking to integrate ShipStation into our existing order-to-fulfilment workflow, as we’re keen to standardise on
    • Updating Sales orders on hold

      Surely updating irrelevant fields such as shipping date should be allowed when sales orders are awaiting back orders? Maybe the PO is going to be late arriving so we have to change the shipment date of the Sales order ! Not even allowed through the api - {"code":36014,"message":"Sales orders that have been shipped or on hold cannot be updated."}
    • Notes - Reaction Buttons

      Using the native notes option within CRM is fine, it works and the RTF features are great, however, would it be possible - if there isnt already something in place, where we can add a reactions button, similar to teams/whatsapp to show that its been read
    • 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?
    • Custom button for list page

      Why is my 'List Page - Bulk Action Menu' button in the Packages module not autopopulating the List argument with selected record IDs?
    • Rename system-defined labels in Zoho CRM

      Renaming system-defined labels is now available across all DCs. Hello everyone, Zoho CRM includes predefined system fields across modules to support essential CRM operations. Until now, the labels of these fields were fixed and could not be edited from
    • Exclude Email or Domain From New Ticket Notification

      Hi, we utilize the new ticket notification feature in Zoho Desk. However, it would be great if there was a way to exclude certain email addresses or domains from receiving the automatic notification. This would be particularly helpful for automated alerts
    • Anyone have a working connection with CRM and shipstation via Flow

      Just wondering if anyone has successfully integrated shipstation and Zoho CRM.  I know there’s code to do it but am hoping to find out all the pitfalls before I jump on!! Scenario: SalesOrder gets created in CRM with multiple line items. I want this pushed to shipstation. On shipping via shipstation I want to push the tracking # back to CRM.  Many thanks in advance
    • ShipStation and Zoho Inventory

      Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY           SHIP STATION Sales Order  ==>  create ORDERS INVOICE  <==    Shipments What exactly does BETA mean on the Shipstation connector?  This is required for me to sign-on in the next month. Thanks in advance for your efforts
    • Connect to Shipstation's API

      Shipstation is a very big service, with lots of users, tons of order data.....and poor un-customizable reporting. This is perfect for Zoho analytics.  The Shipstation API is modern and efficient.  Today I think many people pay Zapier to get Shipstation data into Reports/CRM/Books - why not have  a direct connection?  -can pull in shipments via webhook or polling.  -also nice to pull in order data along with shipment data
    • What’s the Correct Integration Flow Between Zoho Inventory, ShipStation, and Multi-Channel Sales Platforms?

      Hi Zoho Community, I’m currently implementing Zoho One to manage all of my business processes, and I’d appreciate some guidance on the correct integration flow for the tools I’m using. Here’s my current setup: Zoho Inventory is my central system for managing
    • Remove Zoho Header from Portals

      I have a portal page with custom domain. But when I print directly from a webpage, the Zoho CRM header shows. It kind of kills the branding aspect. Is there a way to get rid of this?
    • Setting defaults for "Find and Merge Duplicate for..."

      To remove some of the extreme tedium from Zoho's poorly implemented merge function, I would like to set defaults.  Currently I am defaulted to match "ANY" when I would never do that, so I always have to click "ALL". Then it makes me click on several totally irrelevant drop boxes to turn off phone, mobile and other useless match criteria. Is there a way I can set: Match to default as "ALL" Firstname to default to "IS" Lastname to default to "IS" every other match field default to "-NONE-" This will
    • Clone a Module??

      I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors
    • Let's bring Manufacturing Resource Planning (MRP), Material Requirement Planning (MRP), and Production Planning/Management module / feature in Zohobooks

      Let's bring Manufacturing Resource Planning (MRP), Material Requirement Planning (MRP), and Production Planning/Management module / feature in Zohobooks
    • CLIENT PORTAL (If clients can place orders directly on the portal)

      Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.
    • Zoho Inventory Feature Roadmap Visible To All

      Hello, please consider making your feature roadmap visible to us users so that we know what to expect in future. This may appease current users who are seeking clarification on feature implementation dates, so that they can make an informed decision whether
    • アナリティクスで商談中のパイプライン(ステージ)の件数比較

      アナリティクスで商談中のパイプライン(ステージ)の件数を前週と前々週で比較したい。前々週の件数が更新することで変動してしまう。対象方法をご教授ください。
    • How do I remove a data source from Zoho Analytics?

      I am unable to find a delte option on a datasource that i put in the system as an error. On teh web it refers to a setup icon but I do not see that on my interface?
    • Identify and clean hard bounce lists in Automation 2.0

      Hello. 1. I want to know how I can identify hard bounces in the lists I created to clean them before sending an email, given that the bounce rate has increased and it is necessary to clean the lists. 2. How can I exclude hard bounces and invalid emails
    • Trigger workflows from SLA escalations in Zoho Desk?

      Hey everyone, I’m currently working with SLA escalation rules in Zoho Desk and ran into a limitation that I’m hoping someone here has solved more elegantly. As far as I can tell, SLA escalations only support fairly limited actions (like changing the ticket
    • Delete a department or category

      How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.
    • Zoho Webinar - Sharing System Audio (NOT AVAILABLE)

      Hi, We are having a serious problem with Zoho Webinar. In the webinars we run, we very often share the audio from a video we are streaming directly from YouTube or other applications. Until recently we were using Zoom, but as we use other Zoho applications
    • Big Time HELP

      I am old, disabled and need to speak to a person. I needed to use a service to copy my zoom contacts to. I think I signed up for a security service, which I do not need. I don't know enough to choose from your many lists or how to see what I have and
    • Cancellation Fees

      Hi, It really would be good if Billing could take subscription management further with cancellations & being able to apply or set a cancellation fee for a plan that is either fixed or prorated. It is not uncommon in subscriptions for cancellation fees
    • Custom Field for Subscription

      Hi, I can't find a way to add a custom field (to contain a license key generated from our software) against a subscription? Is the only place to add this information in the Invoice module (as custom field for invoice)? When a customer views his subscription
    • Zoho CRM Meetings Module Issues

      We have a use-case that is very common in today's world, but won't work in Zoho CRM. We have an SDR (Sales Development Rep) who makes many calls per day to Leads and Contacts, and schedules meetings for our primary Sales Reps. He does this by logging
    • How to get the campaingns key?

      Reading the documentations of the API, I see that is necessary have the campaign key, but I don't see how can I get it. For example to get the campaign details we need to do the request: https://campaigns.zoho.com/api/getcampaigndetails?authtoken=[API Authentication Token]&scope=CampaignsAPI&campaignkey=[campaignkey] I have the API Authentication Token but I don`t see how to generate the campaignkey
    • Unable to switch existing AWS RDS connection to DataBridge after moving RDS behind VPN

      Unable to switch existing AWS RDS connection to DataBridge after moving RDS behind VPN Hi everyone, I’m facing a problem with an existing Zoho Analytics setup and would like to know the best migration path. Originally, my Zoho Analytics connection to
    • [Bug] WebAuthn passkey registration blocked on rpIds with TLDs longer than 6 characters (.accountant, .technology, etc.) — isValidDomain regex too strict

      Hi, Filing on behalf of an enterprise customer where Zoho Vault is deployed across the company. The Chrome extension blocks WebAuthn passkey registration on legitimate sites whose Relying Party ID (rpId) has a TLD longer than 6 letters. This affects every
    • Native QuickBooks integration for Zoho CRM: Connecting sales and finance

      Greetings, I hope all of you are doing well. We're excited to announce Zoho CRM's integration with QuickBooks Web, which is designed to synchronize your CRM data with your QuickBooks accounting records and bridge the gap between sales and finance. This
    • Syncing zoho books into zoho crm

      I was wondering how I can use zoho books in crm as I have been using them separately and would like to sync the two. Is this possible and if so, how? Thanks
    • Feature Request — Allow updating Status / Bounced_Time / Bounce_Reason on emails created via actions/associate_email (v8)

      Summary Emails created through the v8 POST /{module}/{record}/actions/associate_email endpoint are returned by View Email with "editable": false and reject every update method (PUT, PATCH) with INVALID_REQUEST_METHOD. There is no way via the public API
    • ZohoBooks_add_expense_attachment Fails

      I'm working MCP in Claude to automate bookkeeping. Claude cannot seem to attach and reciept to an expense. The 'add expense attachment' tool is added to the server and enabled in Claude. I asked Claude to give me the calls he performed and this is what
    • ZohoBooks_create_chart_of_account

      I'm setting up Claude to do my bookkeeping workflows using a Zoho MPC server I setup. He does not seem to be able to create a chart of account. The 'create chart of account' tool is added to the server and enabled in Claude. I asked Claude to give me
    • Zoho Books Product Road Map

      I am planning to look into Zoho Books to maintain my Company's Account Books. Is the roadmap of Zoho Books Development available online? What happens if you product dies, without an export feature to other popular Accounting softwares like Tally or Quickbook. Are we going to be left in lurch? Do you have a product road map? Regards, Vishal.
    • I want to delete the email but I can't.

      I want to delete emails but I can't, please help me. Thanks!
    • Error while creating new user

    • Zoho Mail is blacklisted on magicspam.com and spamauditor.org

      As of today, the same problem with the IP addresses 136.143.188.51 and 136.143.188.52 How long does it take them to clear their IP addresses? I've read on this forum that these IP addresses have been blacklisted for years. //////////////////////// This
    • Next Page