Add Claude in Zoho Cliq

​

Let’s add a real AI assistant powered by Claude to your workspace this week, that your team can chat with, ask questions, and act on conversations to run AI actions on.

This guide walks you through exactly how to do it, step by step, with all the code you'll need.

Just copy, paste, replace the placeholders and you'll be good to go.

By the end of this guide, you’ll have:

1. A Claude bot inside Zoho Cliq to have real back-and-forth conversations.
   
2. The ability to @mention Claude in any channel and reply to a message and ask Claude to act on it.
   
3. A message action to act on messages in Cliq by Claude. Additionally, pre-built actions to review code, generate mind maps, draft a reply for the selected message, or explain it like you’re new.

Before you start:
1. A Zoho Cliq account with Developer access.
2. An Anthropic API key
3. Basic comfort with Deluge (optional — all code is provided 😉)

A. How to get an Anthropic API key?

1. To get an Anthropic API key, sign up at the Anthropic Console (console.anthropic.com).

2. Navigate to the API Keys tab, and click Create Key. 

3. You must add credits via the Billing section to activate the key. Copy the key immediately, as it cannot be viewed again.

Note: In this guide, the API key is pasted directly into the code for simplicity. But never, ever share your API key to others and double-check before sharing screenshots or code.

B. Create a Connection 

Claude needs permission to: Read chat messages and Fetch attachments (like PDFs) when prompted, for that let's create a connection for it.  ⓘ Learn more about connections

1. Go to the Connections module (in Bots & Tools) → Create Connection
2. Add a Connection name, for eg. "readmessageandfile"
3. Select:
ZohoCliq.Attachments.READ
ZohoCliq.Messages.READ
4. Create
Click Create, then authorize the connection. Copy the connection name, you'll paste it into the handlers in the next steps.

How to start

Go to Zoho Cliq → Settings → Bots & Tools 

Claude Bot:

• Go to Bots → Create Bot.

• Name it Claude and give it any description of choice.

• First, let's create a Message handler to handle the conversations first.

• Click edit code and copy paste the below code in it (follow along the comments to understand what each part does)
  

One API endpoint. That's all.

Both the bot and the message action use the same single Anthropic endpoint: POST /v1/messages. The only thing that changes between them is the system prompt and what you put in the messages array. Once you understand that, the rest is just assembly.
Explore API docs →

Message Handler:

What does this do: Fetches last 10 (customizable - but keep message limit small ( around 10–15 to avoid token overuse)) chat messages for additional context and enables natural chat conversations 

1. info environment;
2. botUniqueName = "BOT-UNIQUE-NAME";
3. // Replace with your bot unique name
4. cliqBaseUrl = environment.get("base_url");
5. fetchRecentMessages = invokeurl
6. [
7. url :cliqBaseUrl + "/api/v2/chats/" + chat.get("id") + "/messages?limit=10"
8. type :GET
9. connection:"CONNECTION-NAME"
10. //Read below how to create a connection, and paste here:
11. ];
12. info fetchRecentMessages;
13. contentList = list();
14. contentList.add({"role":"user","content":"Act as a conversational assistant. Reply to the message below in a friendly, informative, and well-organized way.\n\nGuidelines:\n- Respond only to the message provided.\n- Do not use memory or external context.\n- Be warm but professional.\n- Be clear and structured (use short paragraphs or bullet points if helpful).\n- Provide helpful details or clarification where useful.\n- If something is unclear, ask a polite follow-up question.\n- If action is needed, suggest a simple next step.\n- Do not include meta commentary.\n- Output only the reply.\n\n\nSTRICTLY USE * FOR BOLD, AND NEVER ** FOR BOLD MARKDOWN."});
15. allMessages = fetchRecentMessages.get("data");
16. for each  data in allMessages
17. {
18. type = data.get("type");
19. if(type == "card" || type == "text")
20. {
21. getMessage = data.get("content").get("text").replaceAll("\n"," ");
22. senderID = data.get("sender").get("id");
23. if(senderID.startsWith("b-"))
24. {
25. contentList.add({"role":"assistant","content":getMessage});
26. }
27. else
28. {
29. contentList.add({"role":"user","content":getMessage});
30. }
31. }
32. }
33. info contentList;
34. // Set up API headers
35. apiHeaders = Map();
36. apiHeaders.put("anthropic-version","2023-06-01");
37. apiHeaders.put("Content-type","application/json");
38. apiHeaders.put("X-Api-Key","INSERT-API-KEY-HERE");
39. // Don't forget your API key!
40. model = "claude-sonnet-4-5-20250929";
41. requestPayload = {"max_tokens":1024,"messages":contentList,"model":model};
42. // Make API call to Claude
43. claudeApiResponse = invokeurl
44. [
45. url :"https://api.anthropic.com/v1/messages"
46. type :POST
47. parameters:requestPayload + ""
48. headers:apiHeaders
49. detailed:true
50. ];
51. info claudeApiResponse;
52. if(claudeApiResponse.get("responseCode") == 200)
53. {
54. responseBody = claudeApiResponse.get("responseText");
55. parsedResponse = responseBody.toMap();
56. claudeMessage = parsedResponse.get("content").get(0).get("text").replaceAll("\n\n","\n").remove("---").remove("#");
57. if(claudeMessage.length() > 4000)
58. {
59. claudeMessage = claudeMessage.subString(0,4000) + "...";
60. }
61. info "Claude's Response: " + claudeMessage;
62. }
63. else
64. {
65. responseBody = claudeApiResponse.get("responseText");
66. parsedResponse = responseBody.toMap();
67. claudeMessage = "*" + parsedResponse.get("error").get("type") + "* \n" + parsedResponse.get("error").get("message");
68. info "API Error: " + claudeApiResponse;
69. }
70. responseContent = {"text":claudeMessage,"card":{"title":"Claude says...","icon":"https://uxwing.com/wp-content/themes/uxwing/download/brands-and-social-media/claude-ai-icon.png"}};
71. info responseContent;
72. info zoho.cliq.postToBot(botUniqueName,responseContent);
73. return Map();

⚙️ Replace These Placeholders

BOT-UNIQUE-NAME (ⓘ How to find it?)
CONNECTION-NAME
INSERT-API-KEY-HERE

---

Mention Handler:

What does this do: This is to allow Claude to be @mentioned in any chat.

1. userMessageText = "";
2. fileAction = false;
3. repliedMessage = false;
4. if(message_details.get("message").containKey("replied_message"))
5. {
6. repliedMessage = true;
7. replyMessageID = message_details.get("message").get("replied_message").get("id");
8. messageType = message_details.get("message").get("replied_message").get("type");
9. if(messageType == "text" || messageType == "card")
10. {
11. userMessageText = message_details.get("message").get("replied_message").get("text");
12. }
13. else
14. {
15. fileType = message_details.get("message").get("replied_message").get("file").get("type");
16. if(fileType != "application/pdf")
17. {
18. return {"type":"banner","text":"Only PDF files are supported for this action","status":"failure"};
19. }
20. else
21. {
22. fileAction = true;
23. }
24. }
25. }
26. promptInstruction = "\"### Instructions ⓘ \nProvide a human-digestible, highly organized response (300-500 characters). Break down your output into bite-sized paragraphs and use bolding to guide the reader's eye. *Strictly avoid tables.* Use plenty of white space and only ### headings for a clean look. \n\n ### Formatting Protocol • \n - Bold: *text* \n - Italic: _text_ \n - Strike: ~text~ \n - Underline: __underline__ \n - Headers: ### Title \n - Quote: \"quote\" \n - Blockquote: > text \n - Bullets: Use • or → for lists \n - Emojis: Use ✨, 🚀, or 💡 to highlight key takeaways \n - Separator: --- \n\n ### and replace ** to *";
27. userPrompt = "";
28. if(message.trim().length() > 0)
29. {
30. userPrompt = "Action: " + message + "\n\n\n" + userMessageText + "\n\n\n" + promptInstruction;
31. }
32. else
33. {
34. userPrompt = "Action: " + userMessageText + "\n\n\n" + promptInstruction;
35. }
36. // Set up API headers
37. apiHeaders = Map();
38. apiHeaders.put("anthropic-version","2023-06-01");
39. apiHeaders.put("Content-type","application/json");
40. apiHeaders.put("ENTER-APIKEY-HERE");
41. // Don't forget your API key!
42. // Check if message is text-only or contains a file
43. if(!fileAction)
44. {
45. // Handle text-only message
46. requestPayload = {"max_tokens":1024,"messages":{{"content":userPrompt,"role":"user"}},"model":"claude-sonnet-4-5-20250929"};
47. }
48. else
49. {
50. // Handle message with file attachment
51. uploadedFile = invokeurl
52. [
53. url :message_details.get("message").get("replied_message").get("file").get("url")
54. type :GET
55. connection:"ENTER-CONNECTION-NAME"
56. ];
57. info uploadedFile;
58. // uploadedFile = message.get("content").get("file").get("name");
59. base64EncodedFile = zoho.encryption.base64Encode(uploadedFile);
60. if(message_details.get("message").get("replied_message").containKey("comment"))
61. {
62. comment = message_details.get("message").get("replied_message").get("comment");
63. userPrompt = userPrompt + "\n" + comment;
64. }
65. else
66. {
67. userPrompt = userPrompt;
68. }
69. mediaType = "application/pdf";
70. requestPayload = {"max_tokens":1024,"messages":{{"role":"user","content":{{"type":"document","source":{"type":"base64","media_type":mediaType,"data":base64EncodedFile}},{"type":"text","text":userPrompt}}}},"model":"claude-sonnet-4-5-20250929"};
71. }
72. info requestPayload;
73. // Make API call to Claude
74. claudeApiResponse = invokeurl
75. [
76. url :"https://api.anthropic.com/v1/messages"
77. type :POST
78. parameters:requestPayload + ""
79. headers:apiHeaders
80. detailed:true
81. ];
82. info claudeApiResponse;
83. // Extract the actual text response
84. if(claudeApiResponse.get("responseCode") == 200)
85. {
86. responseBody = claudeApiResponse.get("responseText");
87. parsedResponse = responseBody.toMap();
88. claudeMessage = parsedResponse.get("content").get(0).get("text").replaceAll("\n\n","\n").remove("---").remove("#");
89. if(claudeMessage.length() > 4000)
90. {
91. claudeMessage = claudeMessage.subString(0,4000) + "...";
92. }
93. info "Claude's Response: " + claudeMessage;
94. }
95. else
96. {
97. responseBody = claudeApiResponse.get("responseText");
98. parsedResponse = responseBody.toMap();
99. claudeMessage = "*" + parsedResponse.get("error").get("type") + "* \n" + parsedResponse.get("error").get("message");
100. info "API Error: " + claudeApiResponse;
101. }
102. responseContent = {"text":claudeMessage,"card":{"title":"Claude says...","icon":"https://uxwing.com/wp-content/themes/uxwing/download/brands-and-social-media/claude-ai-icon.png"}};
103. info responseContent;
104. if(repliedMessage)
105. {
106. responseContent.put("reply_to",replyMessageID);
107. }
108. info zoho.cliq.postToChat(chat.get("id"),responseContent);
109. return Map();
     

---

Message Action
What does it do: Allow Claude to act on any message or file.

ⓘ For files, we've extended this to only PDF file formats for now to keep implementation predictable and to avoid unsupported file formats

What we're adding:
1. When executed on any message, a form opens to prompt:

A. 🔍 Review code

Claude acts like a senior engineer who finds bugs, lists risks, suggest improvements, provides corrected code.

B. ✨ Explain like I'm new
Claude teaches you what it is, why it matters, how it works, an analogy or common mistakes for any concept.

C. 🧠 Make Mindmap
Converts content into a structured ASCII flow chart for explaining system designs, feature breakdowns or general product thinking.

D. 📌 Draft a reply

Give professional, concise business replies to address, asks clarifications, suggests next steps in a human tone. 

How to create:

1. Create a Message Action, name it Ask Claude and give any description of your choice.

2. Message properties:  Text messages, Attachments, Links

3. Enter code as instructed below:

(Copy the function name and replace it in Line. 14)

1. info message;
2. returnForm = false;
3. if(message.get("type") == "file")
4. {
5. fileType = message.get("content").get("file").get("type");
6. if(fileType != "application/pdf")
7. {
8. return {"type":"banner","text":"Only PDF files are supported for this action","status":"failure"};
9. }
10. }
11. inputs = list();
12. inputs.add({"label":"Choose an action","name":"action","mandatory":true,"type":"radio","options":{{"value":"reviewcode","label":"🔍 Review Code"},{"value":"explainthis","label":"🧠 Make Mindmap"},{"value":"ExplainlikeImnew","label":"✨ Explain like I’m new"},{"value":"Draftreplyforthis","label":"📌 Draft reply for this"}}});
13. inputs.add({"label":"More instructions","name":"additionalInstructions","placeholder":"You can provide additional instructions if needed.","min_length":"0","max_length":"500","mandatory":false,"type":"textarea"});
14. return {"type":"form","title":"Ask Claude","hint":"What would you like Claude to do? Choose an action or write your own.","name":"INSERT-FUNCTION-NAME","button_label":"Submit","inputs":inputs,"action":{"type":"invoke.function","name":"INSERT-FUNCTION-NAME"}};

Next, let's create a function and then link it up to the built-Message action to open the form:

---

Form Function:

1.Go to Functions → Name your function (Eg. askclaude) and add description
2. Select Form function
3. Create

Once created, in the Form Submit Handler, paste this code:

1. info form;
2. info message;
3. // Set up API headers
4. apiHeaders = Map();
5. apiHeaders.put("anthropic-version","2023-06-01");
6. apiHeaders.put("Content-type","application/json");
7. apiHeaders.put("ENTER-APIKEY-HERE");
8. // Don't forget your API key!
9. actionType = form.get("values").get("action").get("value");
10. promptInstruction = "\"### Instructions ⓘ \nProvide a human-digestible, highly organized response (250-300 characters). Break down your output into bite-sized paragraphs and use bolding to guide the reader's eye. *Strictly avoid tables.* Use plenty of white space and only ### headings for a clean look. \n\n ### Formatting Protocol • \n - Bold: *text* \n - Italic: _text_ \n - Strike: ~text~ \n - Underline: __underline__ \n - Headers: ### Title \n - Quote: \"quote\" \n - Blockquote: > text \n - Bullets: Use • or → for lists \n - Emojis: Use ✨, 🚀, or 💡 to highlight key takeaways \n - Separator: --- \n\n ### and replace all ** to *";
11. if(actionType == "reviewcode")
12. {
13. userPrompt = "🔍 You are a senior engineer. \nReview this code: \n• List bugs or logical errors \n• Note assumptions and risks \n• Suggest improvements \n• Provide corrected code \n• Explain why your version is better\n\n\n" + promptInstruction;
14. }
15. else if(actionType == "explainthis")
16. {
17. userPrompt = "🧠 You are a systems thinker. \n•Convert the input into a visual flow chart using plain text. \n•Strict Output Rules \n•Output ONLY inside a triple backtick code block \n•Do NOT use Mermaid \n•Do NOT write paragraphs \n•Do NOT explain anything \n•Do NOT use bullet lists outside structure \n•Use ASCII connectors to form a real flow chart \n•Use arrows (→, ↓, ↳, ├──, └──) to show relationships \n•Maintain clear hierarchy and spacing \n•One single root at the top \n•Logical directional flow (top → down) \n•Structure Requirements \n•Root node at top \n•First-level branches below \n•Subpoints indented \n•Cross-links if relevant \n•Clean spacing \n•No duplicated nodes \n•Required Format Example \n•MAIN IDEA \n•Branch 1 -> Subpoint -> Subpoint \n•Branch 2 -> Subpoint ->Subpoint \n•Branch 3 -> Subpoint -> Subpoint\n\n\n" + promptInstruction;
18. }
19. else if(actionType == "ExplainlikeImnew")
20. {
21. userPrompt = "✨ You are a teacher for beginners. \nExplain: \n• What it is \n• Why it matters \n• How it works (steps) \n• A simple analogy \n• One common beginner mistake\n\n\n" + promptInstruction;
22. }
23. else if(actionType == "Draftreplyforthis")
24. {
25. userPrompt = "📌 You are a professional responder. \nReply to this message: \n• Directly address main point \n• Ask for clarification if needed \n• Suggest next steps \n• Keep it concise and clear \n• Make sure message in a buisness casual tone, consise, human written.\n\n\n" + promptInstruction;
26. }
27. if(form.get("values").get("additionalInstructions").length() > 0)
28. {
29. userPrompt = userPrompt + "\n" + form.get("values").get("additionalInstructions");
30. }
31. // Check if message is text-only or contains a file
32. if(message.get("type") == "text" || message.get("type") == "card")
33. {
34. // Handle text-only message
35. userMessageText = message.get("text");
36. requestPayload = {"max_tokens":1024,"messages":{{"content":userPrompt + "\n\n" + userMessageText,"role":"user"}},"model":"claude-sonnet-4-5-20250929"};
37. }
38. else
39. {
40. // Handle message with file attachment
41. uploadedFile = invokeurl
42. [
43. url :"https://cliq.zoho" + environment.get("tld") + "/api/v2/files/" + message.get("content").get("file").get("id")
44. type :GET
45. connection:"ENTER-CONNECTION-NAME"
46. ];
47. info uploadedFile;
48. base64EncodedFile = zoho.encryption.base64Encode(uploadedFile);
49. if(message.get("content").containKey("comment"))
50. {
51. comment = message.get("content").get("comment");
52. userPrompt = userPrompt + "\n" + comment;
53. }
54. else
55. {
56. userPrompt = userPrompt;
57. }
58. mediaType = message.get("content").get("file").get("type");
59. mediaType = "application/pdf";
60. requestPayload = {"max_tokens":1024,"messages":{{"role":"user","content":{{"type":"document","source":{"type":"base64","media_type":mediaType,"data":base64EncodedFile}},{"type":"text","text":userPrompt}}}},"model":"claude-sonnet-4-5-20250929"};
61. }
62. info requestPayload;
63. // Make API call to Claude
64. claudeApiResponse = invokeurl
65. [
66. url :"https://api.anthropic.com/v1/messages"
67. type :POST
68. parameters:requestPayload + ""
69. headers:apiHeaders
70. detailed:true
71. ];
72. // info claudeApiResponse;
73. // Extract the actual text response
74. if(claudeApiResponse.get("responseCode") == 200)
75. {
76. responseBody = claudeApiResponse.get("responseText");
77. parsedResponse = responseBody.toMap();
78. claudeMessage = parsedResponse.get("content").get(0).get("text").replaceAll("\n\n","\n").remove("---").remove("#");
79. if(claudeMessage.length() > 4000)
80. {
81. claudeMessage = claudeMessage.subString(0,4000) + "...";
82. }
83. info "Claude's Response: " + claudeMessage;
84. }
85. else
86. {
87. responseBody = claudeApiResponse.get("responseText");
88. parsedResponse = responseBody.toMap();
89. claudeMessage = "*" + parsedResponse.get("error").get("type") + "* \n" + parsedResponse.get("error").get("message");
90. info "API Error: " + claudeApiResponse;
91. }
92. responseContent = {"text":claudeMessage,"card":{"title":"Claude says...","icon":"https://uxwing.com/wp-content/themes/uxwing/download/brands-and-social-media/claude-ai-icon.png"},"reply_to":message.get("id")};
93. info responseContent;
94. info zoho.cliq.postToChat(chat.get("id"),responseContent);
95. return Map();

When triggered: Opens a form → User selects an action → Adds additional instructions → Submits → Claude processes the selected message

And that's it. You're Claude integration is ready to be used. 

---

What's Next:

What you built today is just the foundation.

Shape it around how your team actually works. Extend it to turn discussions into action items, review PRs before they’re merged, generate standup updates, extract tasks automatically, or create knowledge snippets from resolved threads.

Start with one real pain point. Solve it well. Then layer more intelligence on top.

The structure is already there. The possibilities are yours.

🔗 Explore Zoho Cliq: Developer Platform
🔗 Explore Anthropic API Docs

Questions? Comments below. 

Looking forward how you'll build and go make it your own. 🚀

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• Riya Raghunath

  

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• 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 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

• 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

• Email templates for estimates

  Hi there, When I send an estimate the option to choose a template appears. However it is common to need to make some minor personalizations and modifications to the email before sending ie. adding a second person to the greeting, or adding a small note

• Stage-probability mapping feature in custom module

  Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?

• Mastering Zia Match Scores | Let's Talk Recruit

  Feeling overwhelmed by hundreds of resumes for every job? You’re not alone! Welcome back to Let’s Talk Recruit, where we break down Zoho Recruit’s features and hiring best practices into simple, actionable insights for recruiters. Imagine having an assistant

• Zoho Books - France

  L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

• Zoho Home Tasks View - any way to add conditional formatting?

  Hello! Is there any way to add conditional formatting to the tasks window under Home Page? Id like tasks to be shown in green/yellow and red depending on its task date. I know Classic View shows colorfull icons: But its not possible to add any custom

• User Name in Zoho Cliq Not Updating Across Apps?

  We updated the name of a user in Zoho. (From Sue to Taylor) Her name has not been updated in Cliq on all apps. When in Zoho One, if I go to Cliq directly, it is correct, but if I am in another app, and the Cliq bar pops up on the bottom, it will be the

• New Customization options in the module builder: Quick Create and Detail view

  Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number

• 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 do I automate my package and shipment process

  Hey, I have a very basic problem regarding automating my package and shipment. My business does not require me to have those modules and manage them currently and since I'm new to zoho I want to start with just the basics. I just need to automatically

• Announcing Zoho Sheet desktop app for macOS and Windows (Beta)

  Hello Sheet users, We know you’ve been waiting for this one. It has always been the top priority on our roadmap to provide a single native desktop app for macOS and Windows that works both online and offline. Today, we are excited to announce that the

• zoho creator panel add formula

  Hello. I'm using zoho panels which works good for me but i need to add an extra calculation the predefined sum function provided by zoho. not sure if this is possible? The code zoho is generating for the sum is as follows; <text margin='0px' padding='0px'

• How to take result of calculation in a form and subtract from a value in another form

  I'm using the following code on successful form submission to perform a calculation and enter the result into a field a shown below input.Space_Used = ifNull(input.Area_In_Square_Meters,0) * ifNull(input.Total_Stock,0); I now need the result above, the

• Missing Fields in Lead Conversion Mapping

  I’ve been using Zoho CRM since 2013 to manage leads and convert them into contacts and jobs. When I convert a lead to a customer, I create a new contact and a job. Previously, this process automatically transferred key information from the lead to the

• Mass email from Report output

  Hi, I'd like to send a mass email based on a report output. The report is pulling multiple information from linked modules. Each line of the report ends up with a contact name, email and multiple field values pulled from the linked modules (some are custom

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