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.


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      Hi all, Maybe someone can help me out. At the moment we have a shared mailbox without streams. When a users reads an mail or marks it as read other users will not see this. How can we resolve this? We now archive the mails when read and followed up. However

    • Allocate emails to user in a shared mailbox

      Hi, This might be obvious, but I cannot find the answer. I have 3 shared mailboxes so any team member can see the emails. Is there a way of allocating a specific email to a user so that it is their responsibility to deal with it? Thanks in advance.

    • How to view shared mailbox in Outlook

      How to view shared mailbox in Outlook or in another software

    • Customising the approval email

      Is there anyway to customise the Approval email or to add further fields as the default looks so basic and unlike any of the other email notifications from Desk. My users just thought it was spam.

    • Pushing GCLID info from Gravity Forms to ZohoCRM

      We are switching to Gravity Forms from Zoho Forms and I cannot find any good info on how to make sure my GCLID tracking info is pushed through to the CRM through my new forms. There was an article in the documentation about placing something within the

    • Issue Configuring SSO Integration with Cognito in Zoho Help Center

      Dear Zoho Support Team, We have been working on configuring SSO integration for our Zoho Help Center using Amazon Cognito. While the setup appears to be completed successfully, we are encountering an issue when attempting to access the Help Center. The

    • Need manual aggregate column pathing help

      See linked video here: https://workdrive.zohoexternal.com/external/a5bef0f0889c18a02f722e59399979c604ce0660a1caf50b5fdc61d92166b3e7

    • Merging contacts does fail because of help center membership

      I'm trying to merge two contact records (they are the same contact) where one of them is a member on the help center. The system warns me about this situation and then I de-activate this contact as an "End User" for the help center. Right now the system

    • Duplicate Contacts - how to get merge or delete

      I have noticed that our list of contacts in Zoho Desk duplicates contacts periodically.  I have yet to identify when or why.  How do I merge or delete them?  I see there is a "Deduplicate" but I am unable to find anything that explains this feature.

    • Admin Access to Direct Messages in Zoho Cliq

      Hi Zoho Cliq Team, We would like to request a feature enhancement to enable admin access to one-on-one conversations (direct messages) conducted through Zoho Cliq. Use Case: As administrators, there are situations where it becomes essential to access

    • "Mark as Spam" not working as expected

      Dear support, in the below scenario, clicking on "Mark as spam" identifies only the first of the checked emails as spam, removes that email from the visible list and leaves the rest of the list still visible & unchecked. I've tried check-marking them

    • Massive price increase for user licenses of Zoho Portal

      This actually a complaint about this announcement: https://help.zoho.com/portal/en/community/topic/free-user-licenses-across-all-portal-user-types You present this as an enhancement. And, yes, while reading the main part, I'd agree that (for smaller companies),

    • Calendar - "super compact" week view

      every time i go to my calendar i have to re-engage the "super-compact view" for the week view...is there a way to make "super-compact" a default view so I dont have to keep on setting it manually?

    • Calendar - "pop up" locations

      One of the attractive features of google calendar and outlook calendar is that locations for events will start to automatically populate the location drop down menu as you type. Adding this feature to zoho calendar would be the final feature i need.

    • Using Zia in Zoho Sheet data to research the internet and return answer to a cell in Zoho Sheet

      I'm trying to see if Zia (connected with OpenAI key) can take data parameters stored in a Zoho Sheet to conduct research out on the internet then return an answer into the same Sheet. I'm trying to do the equivalent of using something like the =AI() function

    • [Free Webinar] Learning Table Series - Creator for the Education Industry

      Hello Everyone! We're thrilled to invite you to the Learning Table Series—a year-long initiative to demonstrate how Zoho Creator can transform industries with innovative and automated solutions. Each month focuses on a specific industry, and this time,

    • Remove the [## XXXX ###] from subject replies

      For our organisation we would like to have the [## XXXX ###] removed from subject replies. Cheers, Jurgen 365VitaalWerken

    • 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

    • 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

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