Create a task in Zoho CRM directly from Zoho Cliq

Create a task in Zoho CRM directly from Zoho Cliq

Components used : Slash command, message action.

Slash Command:

To create a task in Zoho CRM directly from a chat window in Zoho Cliq, follow the steps below:

Step 1: Create a command

The first step is to create a command in Zoho Cliq that allows users to create a task directly from a chat window. To do this, go to your profile, then navigate to  Bots & Tools > Integrations > Command > Create Command .

In the command creation window, you will need to enter a name for your command, a description, and choose the access level (Personal, Team, or Org). Once you have done this, save the command.

Next, paste the provided code in the script editor in the integration window:
​
  1. fetchFields = invokeurl
  2. [
  3.  url :"https://www.zohoapis.com/crm/v2/settings/fields?module=Tasks"
  4.  type :GET
  5.  connection:"CONNECTION LINK NAME"
  6. ];
  7. //info fetchFields;
  8. allFields = fetchFields.get("fields");
  9. priorityList = list();
  10. statusList = list();
  11. for each  field in allFields
  12. {
  13.  if(field.get("api_name") == "Priority")
  14.  {
  15.   pickListValues = field.get("pick_list_values");
  16.   for each  pickList in pickListValues
  17.   {
  18.    displayName = pickList.get("display_value");
  19.    priorityList.add({"label":displayName,"value":displayName.replaceAll(" ","_")});
  20.   }
  21.  }
  22.  else if(field.get("api_name") == "Status")
  23.  {
  24.   pickListValues = field.get("pick_list_values");
  25.   for each  pickList in pickListValues
  26.   {
  27.    displayName = pickList.get("display_value");
  28.    statusList.add({"label":displayName,"value":displayName.replaceAll(" ","_")});
  29.   }
  30.  }
  31. }
  32. inputs = list();
  33. inputs.add({"type":"text","name":"task","label":"Task Name","hint":"Enter a subject","placeholder":"","min_length":8,"max_length":100,"mandatory":true});
  34. inputs.add({"type":"date","name":"date","label":"Due Date","placeholder":"Choose a due date","mandatory":false});
  35. modulesList = list();
  36. modulesList.add({"label":"Lead","value":"lead"});
  37. modulesList.add({"label":"Contact","value":"contacts"});
  38. inputs.add({"type":"select","name":"module","label":"Type of module","placeholder":"Choose a module","trigger_on_change":true,"options":modulesList});
  39. inputs.add({"type":"textarea","name":"description","label":"Description","hint":"Enter description","placeholder":"","min_length":0,"max_length":1000,"mandatory":false});​
  40. inputs.add({"type":"select","name":"priority","label":"Priority","placeholder":"Choose a priority","mandatory":false,"options":priorityList});
  41. inputs.add({"type":"select","name":"status","label":"Status","placeholder":"Choose a status","mandatory":false,"options":statusList});
  42. return {"type":"form","title":"Create a task","hint":"Name the task and assign a user","name":"createTask","button_label":"Create","actions":{"submit":{"type":"invoke.function","name":"createTask"}},"inputs":inputs};

Note : Make sure to replace the connection link name

Creating a connection:
  • Click on the connections button on the top right of the code editor.
  • Click on the Create Connection button
  • In default services, select the Zoho OAuth service and enable the following scopes:
    • ZohoCRM.modules.ALL
    • ZohoCRM.settings.ALL
  • Now authorize the connection

Step 2: Create a Form Function

 The second step is to create a form function that will handle the creation of the task in Zoho CRM. To do this, navigate to  Bots & Tools > Integrations > Functions > Create , and name your function " createTask ". Add a description and select the function type as form.

Then, paste the provided code in the form submit handler, which will handle the form submission and create a task in Zoho CRM.

  1. info form;
  2. paramsMap = map();
  3. labelList = list();
  4. formValues = form.get("values");
  5. module = formValues.get("module").get("label");
  6. subject = formValues.get("task");
  7. labelList.add({"Subject":subject});
  8. paramsMap.put("Subject", subject);
  9. description = formValues.get("description");
  10. if(description.length() > 0)
  11. {
  12.  labelList.add({"Description":description});
  13.  paramsMap.put("Description", description); 
  14. }
  15. dueDate = formValues.get("date");
  16. if(dueDate.length() > 0)
  17. {
  18.  dueDate = dueDate.toString("yyyy-MM-dd");
  19.  paramsMap.put("Due_Date", dueDate);
  20. }
  21. else 
  22. {
  23.  dueDate = "-";
  24. }
  25. labelList.add({"Due Date":dueDate});
  26. priority = formValues.get("priority");
  27. if(priority.keys().size() > 0)
  28. {
  29.  priority = priority.get("label");
  30.  paramsMap.put("Priority", priority);
  31. }
  32. else 
  33. {
  34.  priority = "High";
  35. }
  36. labelList.add({"Priority":priority});
  37. status = formValues.get("status");
  38. if(status.keys().size() > 0)
  39. {
  40.  status = status.get("label");
  41.  paramsMap.put("Status", status);
  42. }
  43. else 
  44. {
  45.  status = "Not Started";
  46. }
  47. labelList.add({"Status":status});
  48. if(module == "Lead")
  49. {
  50.  leadID = formValues.get("lead").get("value");
  51.  paramsMap.put("What_Id", leadID);
  52.  paramsMap.put("$se_module", "Leads");
  53.  labelList.add({"Lead":formValues.get("lead").get("label")});
  54. }
  55. else if(module == "Contact") 
  56. {
  57.  contactDetails = formValues.get("contact").keys();
  58.  if(contactDetails.size() > 0)
  59.  {
  60.   contactID = formValues.get("contact").get("value");
  61.   paramsMap.put("Who_Id", contactID);
  62.   labelList.add({"Contact":formValues.get("contact").get("label")});
  63.  }
  64.  assciatedModule = formValues.get("contactModule").get("value");
  65.  if(assciatedModule == "account")
  66.  {
  67.   choosenModule = "Accounts";
  68.  }
  69.  else 
  70.     {
  71.   choosenModule = "Deals";
  72.     }
  73.  accountOrDealID = formValues.get(assciatedModule).get("value");
  74.  paramsMap.put("What_Id", accountOrDealID);
  75.  paramsMap.put("$se_module", choosenModule);
  76.  labelList.add({choosenModule:formValues.get(assciatedModule).get("label")});
  77. }
  78. params = map();
  79. params.put("data", [paramsMap]);
  80. createTask = invokeurl
  81. [
  82.  url: "https://www.zohoapis.com/crm/v2/tasks"
  83.  type: POST
  84.  parameters: params+""
  85.  detailed : true
  86.  connection: "CONNECTION LINK NAME"
  87. ];
  88. info createTask;
  89. if(createTask.get("responseCode") == 201)
  90. {
  91.  response = {"text":"### Task has been created successfully 👍","card":{"theme":"10"},"slides":[{"type":"label","data":labelList}],"buttons":[{"label":"View","action":{"type":"open.url","data":{"web":"https://crm.zoho.com/crm/tab/Tasks/"+createTask.get("responseText").get("data").toMap().get("details").get("id")}}}]};
  92. }
  93. else 
  94. {
  95.  response = {"text":"Something went wrong with the integration. Please try again after some time!!!","type":"banner","status":"failure"};
  96. }
  97. return response;

Step 3: Update with Form Change Handler

The third step is to create a form change handler that will update the task details as the user fills out the form. To do this, navigate to the form change handler and paste the provided code in the script editor.

  1. targetName = target.get("name");
  2. info targetName;
  3. formValues = form.get("values");
  4. info formValues;
  5. actions = list();
  6. if(targetName == "module")
  7. {
  8.  modulesList = {"task","description","date","module","priority","status"};
  9.  allKeys = formValues.keys();
  10.  for each  key in allKeys
  11.  {
  12.   if(!modulesList.contains(key))
  13.   {
  14.    actions.add({"type":"remove","name":key});
  15.   }
  16.  }
  17.  fieldValue = formValues.get("module").keys();
  18.  if(fieldValue.size() > 0)
  19.  {
  20.   label = formValues.get("module").get("label");
  21.   if(label == "Lead")
  22.   {
  23.    leadsList = list();
  24.    getAllLeads = invokeurl
  25.    [
  26.     url :"https://www.zohoapis.com/crm/v2/leads"
  27.     type :GET
  28.     connection:"CONNECTION LINK NAME"
  29.    ];
  30.    leads = getAllLeads.get("data");
  31.    leadlist = List();
  32.    i = 0;
  33.    for each  lead in leads
  34.    {
  35.     if(i == 10)
  36.     {
  37.      break;
  38.     }
  39.     leadName = lead.get("Full_Name");
  40.     leadId = lead.get("id");
  41.     leadsList.add({"label":leadName,"value":leadId});
  42.     i = i + 1;
  43.    }
  44.    actions.add({"type":"add_after","name":"module","input":{"type":"dynamic_select","name":"lead","label":"Lead","hint":"Choose a lead","placeholder":"","mandatory":true,"options":leadsList}});
  45.   }
  46.   else if(label == "Contact")
  47.   {
  48.    contactsList = list();
  49.    getContacts = invokeurl
  50.    [
  51.     url :"https://www.zohoapis.com/crm/v2/Contacts"
  52.     type :GET
  53.     connection:"CONNECTION LINK NAME"
  54.    ];
  55.    info getContacts;
  56.    contacts = getContacts.get("data");
  57.    i = 0;
  58.    for each  contact in contacts
  59.    {
  60.     if(i == 10)
  61.     {
  62.      break;
  63.     }
  64.     contactName = contact.get("Full_Name");
  65.     contactID = contact.get("id");
  66.     contactsList.add({"label":contactName,"value":contactID});
  67.     i = i + 1;
  68.    }
  69.    actions.add({"type":"add_after","name":"module","input":{"type":"select","name":"contact","label":"Contact","hint":"Choose a contact","placeholder":"","mandatory":false,"options":contactsList,"trigger_on_change":true}});
  70.    contactModuleList = list();
  71.    contactModuleList.add({"label":"Account","value":"account"});
  72.    contactModuleList.add({"label":"Deal","value":"deal"});
  73.    actions.add({"type":"add_after","name":"contact","input":{"type":"select","name":"contactModule","label":"Associated Module","hint":"Choose a module","placeholder":"","mandatory":true,"options":contactModuleList,"trigger_on_change":true}});
  74.   }
  75.  }
  76. }
  77. else if(targetName == "contact")
  78. {
  79.  contactsList = {"task","description","date","module","contact","contactModule","priority","status"};
  80.  allKeys = formValues.keys();
  81.  for each  key in allKeys
  82.  {
  83.   if(!contactsList.contains(key))
  84.   {
  85.    actions.add({"type":"remove","name":key});
  86.   }
  87.  }
  88.  actions.add({"type":"clear","name":"contactModule"});
  89.  actions.add({"type":"clear","name":"deal"});
  90.  actions.add({"type":"clear","name":"account"});
  91. }
  92. else if(targetName == "contactModule")
  93. {
  94.  contactsList = {"task","description","date","module","contact","contactModule","priority","status"};
  95.  allKeys = formValues.keys();
  96.  for each  key in allKeys
  97.  {
  98.   if(!contactsList.contains(key))
  99.   {
  100.    actions.add({"type":"remove","name":key});
  101.   }
  102.  }
  103.  label = formValues.get("contactModule").keys();
  104.  if(label.size() > 0)
  105.  {
  106.   labelValue = formValues.get("contactModule").get("label");
  107.   if(labelValue == "Deal")
  108.   {
  109.    moduleName = "deals";
  110.   }
  111.   else if(labelValue == "Account")
  112.   {
  113.    moduleName = "accounts";
  114.   }
  115.   contactsKeys = formValues.get("contact").keys();
  116.   if(contactsKeys.size() > 0)
  117.   {
  118.    contactId = formValues.get("contact").get("value");
  119.    url = "https://www.zohoapis.com/crm/v2/Contacts/" + contactId + "/" + moduleName;
  120.   }
  121.   else
  122.   {
  123.    url = "https://www.zohoapis.com/crm/v2/" + moduleName;
  124.   }
  125.   getAllDetails = invokeurl
  126.   [
  127.    url :url
  128.    type :GET
  129.    connection:"CONNECTION LINK NAME"
  130.   ];
  131.   info getAllDetails;
  132.   details = getAllDetails.get("data");
  133.   if(!details.size() > 0)
  134.   {
  135.    url = "https://www.zohoapis.com/crm/v2/" + moduleName;
  136.    getAllDetails = invokeurl
  137.    [
  138.     url :url
  139.     type :GET
  140.     connection:"CONNECTION LINK NAME"
  141.    ];
  142.    info getAllDetails;
  143.    details = getAllDetails.get("data");
  144.   }
  145.   detailsList = list();
  146.   i = 0;
  147.   for each  detail in details
  148.   {
  149.    if(i == 10)
  150.    {
  151.     break;
  152.    }
  153.    if(labelValue == "Deal")
  154.    {
  155.     dealName = detail.get("Deal_Name");
  156.     dealID = detail.get("id");
  157.     detailsList.add({"label":dealName,"value":dealID});
  158.    }
  159.    else if(labelValue == "Account")
  160.    {
  161.     AccountName = detail.get("Account_Name");
  162.     AccountID = detail.get("id");
  163.     detailsList.add({"label":AccountName,"value":AccountID});
  164.    }
  165.    i = i + 1;
  166.   }
  167.   actions.add({"type":"add_after","name":"contactModule","input":{"type":"dynamic_select","name":labelValue.toLowerCase(),"label":labelValue.proper(),"hint":"","placeholder":"Select a " + labelValue,"mandatory":true,"options":detailsList}});
  168.  }
  169. }
  170. return {"type":"form_modification","actions":actions};

Step 4: Dynamic Handler

Now navigate to the Dynamic Handler and paste this code:

  1. info target;
  2. typeList = list();
  3. searchValue = target.get("query");
  4. formValues = form.get("values");
  5. if(target.get("name") == "lead")
  6. {
  7.  getLeads = invokeurl
  8.  [
  9.   url :"https://www.zohoapis.com/crm/v2/leads"
  10.   type :GET
  11.   connection:"CONNECTION LINK NAME"
  12.  ];
  13.  //info getLeads;
  14.  leads = getLeads.get("data");
  15.  for each  lead in leads
  16.  {
  17.   if(lead.containsIgnoreCase(searchValue))
  18.   {
  19.    if(typeList == 100)
  20.    {
  21.     break;
  22.    }
  23.    leadName = lead.get("Full_Name");
  24.    leadId = lead.get("id");
  25.    lead = {"label":leadName,"value":leadId};
  26.    typeList.add(lead);
  27.   }
  28.  }
  29. }
  30. else if(target.get("name") == "account")
  31. {
  32.  contactsKeys = formValues.get("contact").keys();
  33.  if(contactsKeys.size() > 0)
  34.  {
  35.   contactId = formValues.get("contact").get("value");
  36.   url = "https://www.zohoapis.com/crm/v2/Contacts/" + contactId + "/accounts";
  37.  }
  38.  else
  39.  {
  40.   url = "https://www.zohoapis.com/crm/v2/accounts";
  41.  }
  42.  getAccounts = invokeurl
  43.  [
  44.   url :url
  45.   type :GET
  46.   connection:"CONNECTION LINK NAME"
  47.  ];
  48.  //info getLeads;
  49.  accounts = getAccounts.get("data");
  50.  if(!accounts.size() > 0)
  51.  {
  52.   url = "https://www.zohoapis.com/crm/v2/accounts";
  53.   getAccounts = invokeurl
  54.   [
  55.    url :url
  56.    type :GET
  57.    connection:"CONNECTION LINK NAME"
  58.   ];
  59.  }
  60.  for each  account in accounts
  61.  {
  62.   if(account.containsIgnoreCase(searchValue))
  63.   {
  64.    if(typeList == 100)
  65.    {
  66.     break;
  67.    }
  68.    AccountName = account.get("Account_Name");
  69.    AccountID = account.get("id");
  70.    typeList.add({"label":AccountName,"value":AccountID});
  71.   }
  72.  }
  73. }
  74. else if(target.get("name") == "deal")
  75. {
  76.  contactsKeys = formValues.get("contact").keys();
  77.  if(contactsKeys.size() > 0)
  78.  {
  79.   contactId = formValues.get("contact").get("value");
  80.   url = "https://www.zohoapis.com/crm/v2/Contacts/" + contactId + "/deals";
  81.  }
  82.  else
  83.  {
  84.   url = "https://www.zohoapis.com/crm/v2/deals";
  85.  }
  86.  getDeals = invokeurl
  87.  [
  88.   url :url
  89.   type :GET
  90.   connection:"CONNECTION LINK NAME"
  91.  ];
  92.  deals = getDeals.get("data");
  93.  if(!deals.size() > 0)
  94.  {
  95.   url = "https://www.zohoapis.com/crm/v2/deals";
  96.   getDeals = invokeurl
  97.   [
  98.    url :url
  99.    type :GET
  100.    connection:"CONNECTION LINK NAME"
  101.   ];
  102.   deals = getDeals.get("data");
  103.  }
  104.  for each  deal in deals
  105.  {
  106.   if(deal.containsIgnoreCase(searchValue))
  107.   {
  108.    if(typeList == 100)
  109.    {
  110.     break;
  111.    }
  112.    dealName = deal.get("Deal_Name");
  113.    dealID = deal.get("id");
  114.    typeList.add({"label":dealName,"value":dealID});
  115.   }
  116.  }
  117. }
  118. return {"options":typeList};

Message Action

Besides the Command method, you can also use Message Actions to create a task in Zoho CRM directly from a chat. To do this, navigate to  Bots & Tools > Integrations > Message Action > Create , and create a new message action.

In the message action creation window, you will need to enter a name, description, and choose the access level. Then, paste the provided code in the script editor.

  1. description = message.get("text");
  2. if(description.length() >= 1000)
  3. {
  4.  description = description.subString(0,1000);
  5. }
  6. fetchFields = invokeurl
  7. [
  8.  url :"https://www.zohoapis.com/crm/v2/settings/fields?module=Tasks"
  9.  type :GET
  10.  connection:"CONNECTION LINK NAME"
  11. ];
  12. //info fetchFields;
  13. allFields = fetchFields.get("fields");
  14. priorityList = list();
  15. statusList = list();
  16. for each  field in allFields
  17. {
  18.  if(field.get("api_name") == "Priority")
  19.  {
  20.   pickListValues = field.get("pick_list_values");
  21.   for each  pickList in pickListValues
  22.   {
  23.    displayName = pickList.get("display_value");
  24.    priorityList.add({"label":displayName,"value":displayName.replaceAll(" ","_")});
  25.   }
  26.  }
  27.  else if(field.get("api_name") == "Status")
  28.  {
  29.   pickListValues = field.get("pick_list_values");
  30.   for each  pickList in pickListValues
  31.   {
  32.    displayName = pickList.get("display_value");
  33.    statusList.add({"label":displayName,"value":displayName.replaceAll(" ","_")});
  34.   }
  35.  }
  36. }
  37. inputs = list();
  38. inputs.add({"type":"text","name":"task","label":"Task Name","hint":"Enter a subject","placeholder":"","min_length":8,"max_length":100,"mandatory":true});
  39. inputs.add({"type":"textarea","name":"description","label":"Description","hint":"Enter description","placeholder":"","min_length":5,"max_length":1000,"mandatory":false,"value":description});
  40. inputs.add({"type":"date","name":"date","label":"Due Date","placeholder":"Choose a due date","mandatory":false});
  41. modulesList = list();
  42. modulesList.add({"label":"Lead","value":"lead"});
  43. modulesList.add({"label":"Contact","value":"contacts"});
  44. inputs.add({"type":"select","name":"module","label":"Type of module","placeholder":"Choose a module","trigger_on_change":true,"options":modulesList});
  45. inputs.add({"type":"select","name":"priority","label":"Priority","placeholder":"Choose a priority","mandatory":false,"options":priorityList});
  46. inputs.add({"type":"select","name":"status","label":"Status","placeholder":"Choose a status","mandatory":false,"options":statusList});
  47. return {"type":"form","title":"Create a task","hint":"Name the task and assign a user","name":"createTask","button_label":"Create","actions":{"submit":{"type":"invoke.function","name":"createTask"}},"inputs":inputs};

Note : Make sure to replace the connection link name
This code will create a message action that you can use to create a task in Zoho CRM. Once used on a message, the createTask function created earlier will handle the task creation process (and the message will automatically be entered as the task description).

In summary, by following these steps, users can create a task in Zoho CRM directly from a chat in Zoho Cliq using either Command or Message Action. This can save time and streamline the workflow for teams that use both Zoho Cliq and Zoho CRM.


    • Sticky Posts

    • Automating Employee Birthday Notifications in Zoho Cliq

      Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

    • Convert a message on Cliq into a task on Zoho Connect

      Message actions in Cliq are a great way to transform messages in a conversation into actionable work items. In this post, we'll see how to build a custom message action that'll let you add a message as a task to board on Zoho Connect. If you haven't created

    • Cliq Bots - Post message to a bot using the command line!

      If you had read our post on how to post a message to a channel in a simple one-line command, then this sure is a piece of cake for you guys! For those of you, who are reading this for the first time, don't worry! Just read on. This post is all about how

    • Cliq Bots - How to make a bot respond to your messages?

      Bots are just like your buddies with whom you can interact. They carry out your tasks, keep you notified about your to-dos and come in handy when you need constant updates from a third party application.  So, how can you make your bot respond to a message? The bot message handler is a piece of code triggered when a message is sent to the bot. Message handlers help you customise your bot responses to make it look conversational. The message input from the user can be either a string or an option selected

    • Cliq Bots - Get notifications about any action on an application with the incoming webhook handler!

      Webhooks can be used to get notified about events happening in other applications inside Cliq. All bots in Cliq have their own incoming webhook endpoint. This makes it simple to post messages to the bot from external applications. Unlike the send message

    • Recent Topics

    • Self Client Authorization Issue

      Hi. Trying to test the api integration for Zoho Desk with the Self Client - Client Credintials flow method. I've created the self client, obtained the client id and secret, inputted "Desk.tickets.ALL" as my scope, and "ZohoDesk.[My Zoho Desk Org ID]"

    • How Can I Easily Access and Manage My GEPCO Online Bill Using Zoho Sheets?

      Hello everyone, I'm looking for an efficient way to access and manage my GEPCO online bills. I've heard that Zoho Sheets can be a powerful tool for organizing and tracking bills, but I'm not sure how to set it up for this specific purpose. Does anyone

    • All notes disappeared

      I've been using the notebook app for over five years on my phone without being logged into an account. A few days ago I opened the app and all my notes had disappeared. Since then I tried restarting my phone, updating the app and logging into my account,

    • How to add tags to a record with jS SDK 1.2/ZohoEmbededAppSDK

      Hello Is it possible to add tags to a record with jS SDK : https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js ZOHO.CRM.API.updateRecord Thanks for insights

    • URGENT: Zoho Forms reCAPTCHA v2 Spam Issue

      Hello Everyone, We are encountering a critical issue with Zoho Forms despite having reCAPTCHA v2 enabled. Our business is accessibility-focused, and we are receiving a high volume of spam submissions, which is significantly affecting our workflow and

    • View all Products by pipeline deal

      Very good CRM I use it everyday only problem is modules not being interconnected especially products module. The main problem of products module are separated from contacts and company modules and only being connected to the Deals module. This way there's

    • Add "Lead Image" in Bulk?

      Each of our Leads is accompanied with a URL containing a photo of the lead when they come in. We currently have to manually download then upload the photo to the lead. This is a HUGE waste of time. Is there any way to AUTOMATICALLY add the photos to the

    • Map fields from CRM record to Finance Suite/Books Invoice fields

      I'm trying to auto-fill unique record specific field inputs that I have in my Contacts and Deals modules onto Invoices created from the record's finance suite related list upon creation.  One example is a field called "Job Number" that I have in my Contact

    • Add and Remove Agents from Departments and Groups in Zoho One

      Hi Zoho Flow Team, We hope you're doing well. Currently, Zoho Flow provides an action to add an agent to a group in zoho one, but there is no action to remove an agent from a group or a department. Another action that we find missing is the option to

    • Zoho CRM - best way to search an account and assign to a deal

      Hi Everyone I am looking for some advice. I want to find the best way to complete the below steps. We have a deal and once it reaches a certain stage we need to allocate a supplier / vendor to this deal along with the salesperson. I want to add (ideally

    • What's New in Zoho Analytics - December 2024

      Hello Users! We’re excited to bring you a roundup of the latest features and improvements in Zoho Analytics. These updates are designed to elevate your data analytics experience, making it more powerful, interactive, and seamless. Let’s dive in! Expanded

    • trying to access CRM Variables with JS SDK

      Hello i built a widget with Sigma, i create CRM VARIABLES in custom properties. I try to access them in function : ZOHO.embeddedApp.on("PageLoad",function(data) with : ZOHO.CRM.CONFIG.getVariable("mycrmvariable").then(function(data){ console.log("mycrmvariable

    • Writing on sketch cards is bugged when zoomed in

      When zoomed in, it writes a noticeable distance above or to the side of where you're actually trying to write. The further you're zoomed in, the more noticeable it is. Zooming is also entirely absent on the desktop version.

    • Private Project

      Hi, I would like to know if a user can create a Private project that only he's able to see it. Not even the ADMIN user. Thanks

    • Accordion in tabs to create FAQs, etc.

      Accordion elements do not seem to be able to be placed in the tabs. It would be useful to be able to do this. Thank you.

    • Which are the IP addresses to use for 'split delivery' with Office 365? (Zoho mail inbound gateway)

      Hi, I'm trying to set up 'split delivery' (email routing) with Office 365. I'm following the instructions to set up Office 365 as the primary server (https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html) One of the prerequisites

    • Zoho Projects 2024 Recap

      Dear Users, As we conclude another remarkable year, it's the time to reflect on the journey we've just completed. The year 2024, defined by significant milestones, challenges, achievements, and important lessons. Every moment has contributed to the story

    • Custom Fields at Line Level

      Hi, is there an ability to add custom fields at line level? I need to track the start and the end date for each product within an invoice and I can't seem to find an option to do this.

    • Zoho API Error Code 7019 when adding job.

      Hello, I am following the documentation found here. https://www.zoho.com/people/api/timesheet/adding-jobs.html Regardless of how I try and post the data (including just using the example requests), I receive back the response {'response': {'message':

    • How to see changes with ZOHO.CRM.API.updateRecord(config) without reload page

      hello got a widget in account, trigger with a button i copy data to account when click on a button, in my popup All is working well. But i need to reload the page to see the update. How can i see the changes without reloading page, only when close the

    • How to call a Creator function which is in a different Creator application?

      How to call a Creator function which is in a different Creator application?

    • Unable to send message; Reason: 554 5.1.8 Email Outgoing Blocked

      My account is mino@flawless-frames.com, or flawlessframesstudio@gmail.com Could you please unblock my account, I've got restricted from sending more emails

    • Stock Count

      The stock count is a nice new feature, but we cannot figure out how to: 1. Use it without assigning to a person, we have a team or one of multiple do stock counts as do most any company. 2. Add any extra fields to what the "counter" sees. The most important

    • Move a Contact from Current Account to a NEW Account

      I do not believe the functionality to Move a Contact from a Current Account to a New Account is not available. Please someone tell me I am missing something! I have been through designing, developing, using and selling CRM systems for over 25 years and had this functionality20+ years ago in other CRMs.  In the real world people move from one organisation to another. In the sales, finance and technical world it is nice to see the communication history with that person in their old account and also

    • Force Specific Layout for CRM Contacts Portal

      Hello: We're in trial on ZOHO One and looking at the CRM Portal (just for the contacts module). We have a client layout set up for Contacts that is working well for our internally, but for the portal we don't want to require (make mandatory) some of the

    • Automatic Removal of Departments and Groups for Inactive Employees in Zoho One

      Hi Zoho One Team, We hope you're doing well. Currently, when an employee is marked as inactive in Zoho One, they remain listed as a member of their department and associated groups. This creates a challenge in maintaining accurate records and ensuring

    • Change eMail Template for Event-Invitations

      Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you for your answer. Regards, Juerg

    • Zoho Social integration with Zoho Flow

      Is there any plans for Zoho Social integration with Zoho Flow?

    • Zoho CRM Widget and translations

      Hi everyone! We're building a Widget with zoho-extension-toolkit, how is localization supposed to work? "zet init" created a translations/en.json file, but what should go inside it and how is it supposed to be accessed from the Widget/javascript? Thanks

    • Bienvenue à Zoho FSM : l'optimisation des opérations locales qui offre une expérience de service impeccable

      Nous sommes ravis de vous présenter Zoho FSM, la plateforme de gestion des services terrain de bout en bout. Les solutions de gestion des services locaux s'adressent aux organisations qui effectuent des activités d'installation, de réparation et de maintenance

    • Adding tag to specific record as an acion in a workflow

      Hi! I've created the following workflow in the module 'Leads'. When a record meets the criteria, there should be a tag added to the specific record in the module 'Contacts'. In the module 'Leads', there is a look-up field named 'Kandidaat' which is connected

    • Trying to catch error with ZOHO.CRM.HTTP.get (Response Code)

      Hello, I'm trying to get response header from ZOHO.CRM.HTTP.get, in order to catch error like 404 or something else but it seems that ZOHO.CRM.HTTP.get() method only returns the body of the response, and I see no way to access the headers returned. Is

    • FSM - How to ADD PHOTOS to Estimates & Invoices

      How can you add photos to estimates and invoices that are being emailed to the client so the can see what you are estimating and your completed work?

    • Free developer edition of Zoho CRM

      A question for Zoho and other developers: How can you set up a demonstration version of a Zoho CRM implementation to show employers/clients what can be achieved? Do you pay for Zoho CRM Enterprise/Zoho One for this purpose? Does Zoho offer a free version

    • Can I add Conditional merge tags on my Templates?

      Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

    • Where are scheduled emails stored?

      After you schedule an email to go out through the CRM, how do you go about changing that scheduled email? Or even where can I see the list of emails scheduled to go out? They are not listed in my Zoho Mail account in Outbox which has been the only answer

    • CRM Home Page Dashboard, how can i add zoho desk cases?

      How can i see which tickets are in my group as a dashboard component on the home tab in zoho crm? I don't see any way of adding this.

    • Frontal interview scheduling - room availability in office using Google Workspace?

      Hi, We're using Zoho Recruit as our ATS and Google Workspace as our email, calendar and resources management. We want to use the interview feature to schedule an in-person (frontal) interview with the applicants. How can we sync the room resources availability

    • Custom Module missing SDK function fetchRelatedRecords(...) in a Client Script

      Good day, We have added a new module with a Multi-Lookup relation to Contacts.  When we tried to use the fetchRelatedRecords(id, related_list_api_name) function to get Related Records it is missing for our new custom module. https://js.zohocdn.com/crm/5124797/documentation/DotSDK/Modules.html

    • Assistance with Setting Default Values for Zoho Chat Custom Fields

      I am currently using the Zoho Chat JavaScript API to successfully add custom fields to the chat interface. While the implementation of these fields has been smooth, I am now looking to set default values for these custom fields. However, I couldn't find

    • Next Page