We’re excited to introduce a powerful set of updates across Web, Android and iOS/iPad apps. From AI-assisted base creation to advanced automations and mobile enhancements, this release is packed with features to help you build faster, automate better, and work smarter.
Here’s what’s new:
1. AI-Assisted Base Creation
Available on: Web & Mobile
Description: Describe what you want to build and Zia will create a base structure, including related tables and fields. You can generate and review up to 10 use case suggestions before creating the base.
Use Case: A marketing team enters: “Track content creation, reviews, and approvals.” Zia creates a ready-to-use base with linked tables for Posts, Review Cycles, and Approvals.
Learn more
2. Reports (Beta)
Available on: Web
Description: Visualize your data across tables with KPIs, charts (column, bar, line, pie), grids, and text blocks. Create custom dashboards to track performance and trends.
Use Case: A project manager builds a dashboard that displays project progress as a line chart, a KPI for tasks completed, and a grid listing overdue items.
Learn more
3. Scheduled Automations
Available on: Web
Description: Trigger automations on a defined schedule—hourly, daily, weekly, monthly, or once. You can also set a start and end date to limit the automation period.
Use Case: A sales team sets up a weekly automation to notify teams on the weekly progress towards the target.
Learn more
4. Send Messages on Zoho Cliq
Available on: Web
Description: Automations can now send messages to users, groups, or channels on Zoho Cliq. This action can be triggered by all events.
Use Case: When a high-priority ticket is updated, a message is automatically posted to the #support-leads channel in Zoho Cliq.
Learn more
5. Include Records or Summaries in Send Email & Zoho Cliq Automation Actions
Available on: Web
Description: Add summaries or a list of matching records directly into the content of your notification emails or Zoho Cliq messages.
Use Case: A daily email lists all pending tasks and includes a summary of how many are overdue, giving the manager an instant context.
Learn more
6. More Colors for Bases and Select Fields
Available on: Web & Mobile
Description: Choose from 30 new base color themes and 20 additional color options for single and multi-select fields.
Use Case: A creative team assigns different colors to each project stage in a multi-select field, making it easier to scan views at a glance.
7. New Formula Functions
Available on: Web & Mobile
Description: New formulas including IF, IF-ERROR, EOM (End of Month), NOW, and ARRAYCOUNT offer more flexibility in defining logic and calculations.
Use Case: A finance team uses EOM to calculate billing cycle end dates and ARRAYCOUNT to count the number of active invoices per client.
Learn more
8. Guest Mode
Available on: Android, iOS, and iPadOS
Description: You can now create and work with a base even without logging in or having internet access. Once you’re online and signed in, the base syncs to your account.
Use Case: A field surveyor collects observations offline in a rural area and syncs the data to their account once they’re back online.
Learn more
9. Siri Support
Available on: iOS & iPad
Description: Use Siri to create a new base with your voice. Just say: “Create a base in Zoho Tables.”
Use Case: A consultant quickly captures an idea while driving by using Siri to launch a base without opening the app.
Learn more
10. Apple Pencil Support
Available on: iPad
Description: Use your Apple Pencil to write directly into cells, tap on rating fields, and tick checkboxes—giving you a tactile, notebook-like experience.
Use Case: A teacher takes classroom poll and rates student participation using just their Apple Pencil on an iPad.
Learn more
11. We are available on Zapier
Description: All triggers and actions of Zoho Tables is now available on Zapier. You can write zaps to extend your workflows in Zapier now.
We hope these updates help you streamline your workflows and improve how you manage your data.
To stay updated on what's coming next, checkout our Roadmap page and explore all recent updates on our What's New page.
We have been continuously working on improving performance under the hood, and we will be sharing a detailed post on performance optimizations next week - stay tuned!
Keep organizing,
Team Zoho Tables.
Recent Topics
Filter Page Elements By Selectable Date Range
I have created a basic Page that will serve as a client dashboard with elements that will provide simple counts & sums of data in reports. There are no reports or forms added to the page, just elements. It currently functions as needed, but shows the
Can’t Enter my Notebook is Locked
I’ve been using Notebook for taking notes at my college for a month and I never signed in and I never established a password. Today I tried to enter the app after the update and it asked me for a password. I need to access to my notes urgently and I can’t
Send Email Directly to Channel
Hi, We are coming from Slack. In Slack each channel has a unique Email address that you can send emails too. I currently forward a specific type of email from my Gmail InBox directly do this channel for Verification Codes so my team doesn't have to ask
Secure your external sharing process with OTP Authentication
For any business, it's crucial to share files externally in a way that is both secure and controlled. Let's say you want to share confidential data with your partners and vendors. You must ensure that only your intended recipients can access the shared
Items attribute questions
Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on the
Is there a way to search mail for items you haven't yet responded to?
I'm trying to create a search to show emails that haven't been responded to and that have also been assigned a tag or label. Is there a way to search for the inverse of replied?
Subtotals per Header
Hey, we would like to display subtotals per header in our invoices:
upgrade storage
how to upgrade my storage
Linking items from books and subscription
Linking books and subscription It is a pity that it is not possible to associate with a product an article present in ZohoBooks This would make it possible to manage products composed of a nomenclature of articles of books
Add the ability to view number of hours planned for a workorder while in the Dispatch Console
Hi Zoho, When dispatching a work order through the Dispatch Console, there's currently no way to view the number of planned hours for the service tasks associated with that specific work order. Having to click into the details each time to check planned
Uploading Files from uploads api
I tried uploading the image from the API call but its giving me unauthorized error even i have given valid token in header. After uploading i need that id to pass in create ticket api uploads but its not uploading that file. Please help me out in th
Categorize Items with Item Headers
Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title. Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates. To add an item header: Go to the Estimates, Invoices
Change format of quantity format
Hi, I would like to change the qunatity format from 1,00 to 1. Is this possible? thanks!
square up and Zoho books
Since we set up the app connection between square up and Zoho books we have realised that when the amounts are getting transferred Zoho is adding VAT again making the numbers 20% more than they should be. We have checked our settings and they VAT/ Tax
How to provide Access rights to specific Bank accounts
We have several bank accounts. I want to provide certain members access to only 2-3 accounts. It appears that when I give permissions, they are for ALL bank accounts. How do I do that?
Errors Getting a Bank Transaction
Using Postman(for testing), I am receiving errors when attempting to get a single bank transaction. I am able to receive the list of bank transactions with https://www.zohoapis.com/books/v3/banktransactions/?organization_id={org_id} but when I try to
Subscriptions Plans and CRM Products Integration?
Is there any way to set up plans and pricing in Zoho Subscriptions and have those available as Products in the CRM? We are trying to set up the CRM and the Products seem to be more geared toward selling products that are not subscription based. So if we sell annual or monthly contracts which are $10/seat/month, I can set this up as a plan in Subscriptions, but how can I set the same thing up in the CRM for the salespeople to sell/quote? What is the best practice for setting up the CRM Products to
Mapping Zoho Subscription Plans and Products to CRM and Books
We have products that are one time products and subscription products. 1) We would like to have the ability to create an opportunity in CRM that includes both one-time charge products and subscription products. Currently the only way of creating a subscription product is by defining a "Product->Plan" hierarchy in Zoho Subscription. It appears that the only SYNC between Subscription and CRM is around contacts and the Product->Plan hierarchy doesn't sync to CRM, thus, you would need a duplicate
Bulk update fields based on date
Hi! I need all the quotes with "Quote Stage" set to "Next Year" to update to "Draft" every January 8 (every year). Can you help?
Target for a campaign
Hi, Hope you can help me. I need to create a report (for a marketing campaign) that combines Deals and Contacts to export all the contacts with closed deals. I can easily do that, what I cannot do is to remove from the target the contacts that have more
Zoho Desk + Jira integration - Email notifications and comments posted by administrator instead of real user
Dear All, I set up the integration under my admin account, and now when users leave comments in Jira (to created tickets in Zoho Desk), the email notifications show that the ‘Administrator’ left a comment, not a real user. The same happens in the ticket
Celebrating the power of visuals
On World Photography Day, we would like to highlight the power of visuals in customer service. Visuals promote learning and understanding in less time. A photograph can rekindle a memory, convey more than words, and give a fresh perspective. How does
Customer address in Zoho Bookings
Hello, Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps. It would also be advantageous for the "list view" to show appointment times instead of just duration and booking
Blocking / black listing customers
Hi, We have a situation, we observed that certain customers are blocking multiple appointments with our advsiors but not showing up. Some of these are repeat offenders. This leads to those service hours getting blocked and not available for genuine customers.
Feature Request: Email Templates for notifications accross all services
Currently in Zoho Bookings, email notifications (such as booking confirmations, reminders, and cancellations) must be customized individually for each service. This becomes time-consuming and error-prone when managing multiple services that require consistent
Approval-based booking with Zoho Creator and Zoho Bookings
Hi community members, We have developed a workaround for approval-based booking using Zoho Creator and Zoho Bookings! This provides a temporary solution as we work on the native feature, and it's useful for anyone needing an approval workflow when confirming
Member Accounts in Related List
Hi Team, Currently, when a parent account is associated with an account in FSM, there is no related list displaying the associated member accounts under the parent account’s related list section. To view member accounts, I have to manually search using
how do i remove a specific Zoho Service from my account
I no longer need Zoho CRM, ZRM Assist nor ZRM BugTracker. How do I remove them from the list of apps for my account?
I Want migarte all invoice details to zoho sheets
I want to migrate all existing invoice details to Zoho Sheet, and automatically update the sheet whenever a new invoice is created.
were can i find my invoices i need this for my accountant
were can i find my invoices i need this for my accountant, how can i get id direct to my email?
ONLY email field not populating Writer fillable document (randomly)
I have a Zoho Writer fillable document that has pulled all my data from my Zoho Sheets file, EXCEPT the email column. It pulled every data before and after that column with no issues. Screenshots attached. It's not my first time using the app or the feature,
My number is marked as spam
Hello Zoho Mail Support, My phone number was incorrectly flagged as “spam” during sign-up. This is my personal number, and I have not engaged in any spam activities. Kindly review and verify my account so I can proceed with my email setup. Thanks.
Personnalisation des paramètres dans Zoho Mail
Pourquoi cela compte-t-il ? La personnalisation des paramètres dans Zoho Mail permet aux administrateurs de configurer l’environnement de messagerie en fonction des besoins spécifiques de leur organisation. Que ce soit pour alléger l’interface pour certaines
How To Save Data Into Zoho CRM Sandbox
Hi Community, I want to save data into my zoho sandbox , for this I am using this api endpoint - https://www.zohoapis.com/crm/v8/Patients but I am getting this error - { "success": false, "message": "Zoho API request failed", "error": { "code": "INVALID_MODULE",
Automate pushing Zoho CRM backups into Zoho WorkDrive
Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They
Question about retrieving unsubscribed contacts (outside of lists) via API
Hello, I am currently using Zoho Marketing Automation and would like to integrate it with our company’s core system. For this purpose, I am exploring the API options available to retrieve contact information. Specifically, I would like to know if there
Getting “mandatory field missing: Service_Line_Items” When Creating Work Order via Zoho Flow Deluge
Hi Team, I’m trying to create a Work Order in Zoho FSM with only a Service Line Item (no Parts). However, I keep getting this error: Work Order Response: {"code":"MANDATORY_NOT_FOUND","details":{"api_name":"Service_Line_Items"},"message":"required field
How to customize the colors of the Client Portal login screen and add the company logo?
As title, how to customize the colors of the Client Portal login screen and add the company logo?
Daily updates/fixes and how to see what was changed?
When I receive the notification that zoho was updated and I need to refresh it. How can I see what was changed or fixed? Sometimes they change things that effect my books and I need to know what they did. For example over this past weekend something was
Upcoming Change: Snowflake Username/Password Authentication Deprecation – Action Required
Hello Users, Snowflake has officially announced that username and password-based authentication will be deprecated by November 2025. You can find the official announcement [here]. If you're using a Snowflake connection in Zoho Analytics to import data,
Next Page