Zoho Developer Community Monthly Digest – April 2025

Zoho Developer Community Monthly Digest – April 2025



Hello everyone,

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

Let’s dive in!

Upcoming Events

Creator Tech Connect:

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

Creator's tech connect series would comprise of technical sessions that provide immersive training on the key essentials and technical nuances of building a solution in Zoho Creator. This is a great opportunity for our developer community to stay informed about Creator's new feature releases, product roadmap, best practices to follow while scripting in deluge, new deluge concepts, and cloud functions. In our previous session, we discussed the recent product release updates in Zoho Creator. In the upcoming session, we will explore building data relationships using Lookups in Zoho Creator.

Zoho Developer Hangout – Episode 22

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

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

Catalyst 101

Title: Part 4 – User Authentication and Application Security
Date: May 20, 2025
Time: 10:00 AM IST & 8:00 PM IST – Registration link

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

Zoho CRM APIs

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

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

Zoho CRM Developer Series – Client Script

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

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

Extensions 101

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

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

Zoho CRM Developer Series – Queries

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

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

Learning Table Series:

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

We designed this series to provide users with valuable insights and knowledge about Creator's capabilities in various business use cases and applications. This year as well, we have adopted the 12 Months 12 Industries concept. Every month, we will focus on a specific industry, illustrating its unique processes with real-time business scenarios and how to make best use of Creator for that industry. Our recent webinar on Creator for the property management was a success, and during the upcoming session we'll be exploring Creator for the Visitors Management.

Resource Spotlight

Info
We've consolidated all the resources from the developer community learning series into a centralized hub for your convenient access. Consider bookmarking our Zoho Developer Community website to stay informed about the latest updates in the developer community.

Community Discussions

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

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

Developers ZUG Cliq Channel

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

Community Spotlight

Cliq Contributors

We want to express our sincere appreciation to all our community contributors. Your commitment, expertise, and the time you invest are invaluable to the community. 



For those who are new to the Zoho Developer Community, check out this post to get started. 

Make sure to follow the digest every month for the most recent updates and conversations. Stay connected and participate in the forums and the Cliq channel to be featured in the upcoming month's digest. Wishing you all an amazing month ahead!


SEE ALSO


    • Recent Topics

    • Sole Trader - Financial Advisor (Appointed Representative) - Paid via Capital Account but no Invoicing...

      Hi. I'm about to venture into a new business after 12 months of intensive learning/exams. A little chuffed if I may say so especially at 52! I really like the look of ZoHo Books for my modest enterprise but I'm in need of some guidance, please. My services

    • Display multiple fields in lookup dropdown

      I have a module called Technicians and a related module called submissions that registers technicians for different assignments. The lookup in Submissions to Technicians is the Technician ID (auto generated unique number). How do I display in the dropdown

    • Integrate with Power BI

      Hi, How to connect Zoho CRM dashboards & reports with POWER BI ?

    • No "Import Users" option in Zoho FSM

      I recently noticed that there is no option to import Users into Zoho FSM, and this has become a serious challenge for us. When migrating data, especially technicians or other user profiles, we often have hundreds of users to bring into the system. Currently,

    • Finding "like" projects

      Hi Everyone! My team is running into several duplicating deals. I've been trying to get them all to name things the same way ex. State is 2 letters not spelled out. Things like that. What I am wondering if there is anything I can do as the superadmin

    • Não consigo localizar o Botão de Publicar Formulário no meu app

      Depois que finalizar meus formulários, não consigo localizar o botão de publicar para concluir meu aplicativo

    • DATEV-Export Erfahrungen?

      Wir würden gern den DATEV-Export in Books nutzen, jedoch ist dieser nicht wirklich nutzbar. Gibt es positive Erfahrungen von Alternativ-Lösungen?

    • Kaizen #191: Implementing "Login with Zoho" using Python SDK

      Welcome back to another week of Kaizen!! This week, we are diving into how to implement secure user authentication using Login with Zoho and integrate it with Zoho CRM through our Python SDK. To ground this in a real-world scenario, we will look at how

    • WhatsApp Business Calling API

      Dear Zoho SalesIQ Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho SalesIQ. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need

    • Custom modules not showing in developer console

      I'm trying to create a custom summing function for a custom module I made in my CRM. When I go to create the function, my module isnt showing up. Do I need to share the custom moldule with my developer console or something of the like?

    • Following retainer invoice for partial payment of a sales order

      HI, We issue sales orders when a client buy a product from us. We also issue multiple retainer invoices for partial payment (2 to 4 depending of the client). Team wants to follow payment of these retainer invoices for this Sales Order. If they are paid

    • Zoho CommunitySpacesとzoho CRM連携について

      お世話になっております。 いつもご質問に丁寧に回答いただき大変助かっております。 今、当団体ではZoho CommunitySpacesを利用しており、利用ユーザ一覧をzoho CRMに自動登録（連携）したいと考えております。 そもそも可能なのか、もしあれば具体的な手順や方法はあるのかをご教授いただきたいです。 上記がないのなら、ユーザ一覧のエクスポート方法（メールアドレスと姓を含む）でもよいです。 お手数となりますが、お願いいたします。

    • Zoho Wiki or new Zoho Learn

      We are currently evaluating if we should move off confluence. At present in Confluence we have multiple levels within our documentation but with learn it looks like you can only have Space       - Manual             - Chapter Is it possible to have levels below Chapter? Also the same question for the existing wiki, can I have more sub-levels?

    • New user After moving over from QBO

      New user observations/suggestions. QBO took away a lot of features I was used to with the desktop version. Chaos ensued. Zoho Books has a lot of what I was used to and a bit more. Good deal Some things I have run into and suggest some upgrades. 1: The

    • Sales without an invoice

      Sales without an invoice is not included on the “payments received” report. Also, sales without an invoice is not listed in the transactions under the customer’s profile, also making it easy to do a double entry. Is there a way for me to see my sales

    • Zoho Sign API - Create a document from template.

      1. I would like to create a document from a template and send the document to the customer for signing. Is this possible using the Zoho Sign API? If so, please share the api reference link. 2. Is there sand box for Zoho Sign to test the APIs without using

    • Zoho Sign embedded iframe

      Hello, we are looking for any of these options: a) some iframe that we can paste into our website for every signer, for onpage signing document. b) or get direct link for signers from Zoho sign API which we can redirect manually. Is any of these options

    • Goods in transit

      When creating a purchase order in Zoho Books, how can I properly reflect the inventory as "Goods in Transit" until it reaches its final destination?

    • how to coming soon, holding site, or "under construction"

      Hi! I was wandering if was possible to create a website with the simple sign of "Under construction or coming soon" while i work on the site. if possible, how? Cheers

    • Announcing Agentic AI - Ask Zia!

      We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.

    • Zoho People LMS VS Zoho Connect Manuals VS Zoho Learn

      in the past I came accross Zoho WIKI but did not like the platform because it could use a lot of upgrade. Over the time I have noticed Zoho People come out with a LMS module which allows us to created a shared knowledge for our internal team I also came across Zoho Connect which as a knowledge-based for internal team referred to as Manual Now I am seeing Zoho Learn which is a new and fine-tuned version of Zoho Wiki. All of these platforms are very similar but I am wondering what are the differences

    • Marketing Automation Activities in Zoho CRM

      Hello, I've connected Zoho CRM and Marketing Automation, sent a campaign, but no data are displayed in CRM, neither in "campaigns" section inside contact profile. It is possible to display Marketing Automation activities in CRM? Also in CRM Timelines?

    • How do we get a follow up to Experts 22: Scale up your customer support with integrations & extensibility

      Hi, How do we get a followup and answers to the questions we have asked during 'Experts 22: Scale up your customer support with integrations & extensibility'. I have repsonded to the answers but have no way of following up. Thanks Brett

    • Frustrating Email Duplication and Timeline Issues Between Zoho Mail and CRM

      Hi Zoho team, Can someone please help clarify what’s going on here? Here’s what’s happening: I initiate an email to a lead using Zoho Mail. The lead is created in Zoho CRM via the integration, and the email is correctly associated with that lead. Sometimes,

    • Best Strategy to import contacts and when to create leads

      Hi, I'm new to Bigin and looking for a "best" strategy. I had and have the following idea for an use case: 1. Search for websites which I want to contact 2. Create a contact in Bigin with all the required information based on this website (via API if

    • Better implementation of Item Category on Invoices and Estimates

      1) I have added Item Category as a custom field. Honestly, this should be a native part of the item itself, and either required, optional, or not used.  2) When entering an item on an invoice, you have to enter the first character(s) of the item, otherwise

    • Bulk Update (via the 'Accountant' menu)

      Why can't we bulk update Expenses to Owner's Drawings? It always ends in failure with the error "Involved account types are not applicable". If such conversion isn't possible, why make the option available? Better to allow it though.

    • Set Reply_to parameter for "Email an Invoice" API Endpoint

      Is there a way to set "Reply To" email address when using the Email an invoice API endpoint? It doesn't seem to be in documentation, but sometimes there are undocumented parameters. If it doesn't exist, please consider adding it as parameter since all

    • Zoho Books adaptado a la legislación española. ¿Sustitutos?

      Buenas a tod@s No tenemos información sobre la adaptación de Zoho Books a la nueva ley de facturación en España. Me preguntan usuarios de zoho que deberían hacer. Propongo una lista de alternativas, si al final se opta por no desarrollar la funcionalidad

    • A Question about Email Handling (Sending and Receiving)

      Hello! I was looking into setting up Email Aliases for my domain that I purchased a while ago through Zoho Mail. I set up a singular alias already and have it linked with Gmail, and it seems to be working out well. However, I set up another alias today,

    • Kaizen #201 - Answering Your Questions | Webhooks, Functions, and Schedules

      Hello everyone! Welcome back to another post in the Kaizen series! We are incredibly grateful for all the feedback we received, and as promised, we will answer all the queries in this Kaizen series. Last week, in our 200th post, we addressed one of the

    • Zoho Projects Strict Dates for Tasks

      Hi Zoho Projects team, I would love to see a feature to allow Strict Dates for Tasks. Sometimes in projects you have dates which must not move, even if predecessor Task dates change. For example, perhaps you need to book access to a facility to perform

    • No Mark as filed buton in GSTR -3b

      We are filing our GST in GST portal -and want to mark GST in Zoho books as filed. It is possible to mark GSTR 1 as filed through Mark as filed button. But there is no such button in GSTR-3B.  How to mark corrosponding GSTR-3B as filed?

    • ranking by drag the choices instead of rank by number

      is the option of draging the choice is available instead of selecting the ranking number for each choice?

    • TASKS - Dashboard to show ALL Tasks from ALL apps.

      The Unified Tasks View is useless without the other main zoho apps (Desk, Books & even FSM now) We need to see all our tasks under on pane of glass. The Zoho developers are out of touch with real business workflows. So how it was designed they want us

    • Function #13: Transaction level profitability

      In Zoho Books, the Profit & Loss report provides valuable insights into the overall profitability of your business, indicating whether you have made a profit or incurred a loss. However, there may be occasions when you wish to assess whether a specific

    • Zoho CRM with Sap Business One

      I need information about integration CRM with Sap BO, thank.

    • Allow bill to nest multiple projects

      A bill (purchase) is more often than not used across multiple projects and this functionality is missing and very urgently needed for accurate reporting of purchases across projects

    • Amazon invoice in Zoho Books

      I have just made my first few sales on Amazon India. Amazon Seller account generates invoices for the sales made on Amazon. These invoices are sent to customers also. Now when I was only making offline sales, I used to create Invoices in Zoho Book. Now

    • How can I change iOS display setting at night?

      It seems like at night the two light daytime settings themes (white with blue on top or just white) are not available and I am forced to choose among a few other colours that I really don’t want, I.e., black, blue or orange. Is there a way for me to always

    • Next Page