Using ZRC in Client Script

Using ZRC in Client Script

Hello everyone!

Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. 

In this Kaizen post,
  1. What is ZRC?
  2.  ZRC Methods
  3. Use Case
  4. Solution
  5. Summary
  6. Related Links
1. What is ZRC?

Zoho Request Client (ZRC) is a built-in SDK in Zoho CRM that provides a unified way to make REST API calls across developer-centric features of Zoho CRM like Client Script, Widgets. Invoking CRM APIs, Connection APIs, and external APIs requires different syntax and separate code for each type. ZRC removes this complexity by offering one common and consistent approach to call all APIs, making client-side development easier and faster.

The following are the key features of ZRC.
  1. ZRC works with any CRM API version
  2. It supports self domain calls by providing only the API endpoint without specifying the domain
  3. Uses a single unified syntax for CRM APIs, custom Connections, and external public APIs. 
  4. No authentication handling needed for the same CRM org as ZRC manages it automatically
  5. Automatic JSON handling without manual parsing.
  6. Supports clean async code with full async-await and promise chaining.

2. ZRC Methods



Click here for more details about ZRC Methods.

3. Use Case - Log call notes and update the Lead status with a button click.

Quote
At Zylker, Salespersons often make multiple call attempts before connecting with a lead. Manually recording these attempts and updating the Lead status is often overlooked, leading to incomplete tracking and inaccurate pipeline data. To address this, the Admin wants the following changes:

1. Display a popup to capture call attempt details when a button is clicked and save them as a Note on the current Lead.

2. Also, update the Lead_Status of the current Lead to “Contacted” .

4. Solution

Here, the requirement is to create a note based on the Salesperson's description and update the status of the Lead record.To achieve this, Salesperson's input is collected through a pop-up when a custom button is clicked. The ZRC POST method is used to create a note for the Lead. The ZRC PUT method is used to update the status of the Lead record. As the Client Script has to be triggered with a button click, you should create a custom button and add Client Script from "Create Custom Button" pop-up.

  1. Go to Setup > Customization > Modules and Fields. Click Leads and navigate to "Buttons" tab.
  2. Specify the details about the custom button, Define action as "Client Script" and click Create.


  1. This opens Client Script IDE.
  2. Enter the following script and click Add in Client Script IDE. 
  1. // Validate if the script is running on a Lead record page
  2. if (!leadModule || !leadRecordId || leadModule !== 'Leads') {
  3.     ZDK.Client.showMessage('This script is designed to run exclusively on Lead record pages. Please navigate to a Lead record to use this feature.', { type: 'warning' });
  4.     return;
  5. }

  7. // Display a loader to indicate ongoing background operations
  8. ZDK.Client.showLoader({ message: 'Logging call attempt and creating follow-up actions...' });

  10. try {
  11.     // 1. Create a standardized Note attached to the Lead
  12.     var notes_content = ZDK.Client.getInput([{
  13.         type: 'text',
  14.         label: 'Log Call Details'
  15.     },
  16.     ], 'Log Call Details', 'OK', 'Cancel');
  17.     log(notes_content);
  18.     console.log({ notes_content });
  19.     const notePayload = {
  20.         data: [{
  21.             Note_Title: 'Call Attempt Log',
  22.             Note_Content: notes_content[0],
  23.             Parent_Id: { // Associate the note with the current Lead record
  24.                 id: leadRecordId,
  25.                 name: leadRecordName,
  26.                 module: {
  27.                     api_name: leadModule
  28.                 }
  29.             }
  30.         }]
  31.     };

  33.     const noteCreationResponse = await zrc.post('/crm/v8/Notes', notePayload);

  35.     // Check for successful note creation (200 OK or 201 Created)
  36.     if (noteCreationResponse.status !== 201 && noteCreationResponse.status !== 200) {
  37.         throw new Error('Failed to create Note: ' + JSON.stringify(noteCreationResponse.data));
  38.     }

  40.     // 2. Update the Lead_Status field to “Contacted” on the current Lead
  41.     const leadUpdatePayload = {
  42.         data: [{
  43.             id: $Page.record_id, // Specify the record to update
  44.             Status: 'Contacted'
  45.         }]
  46.     };
  47.     const leadUpdateResponse = await zrc.put(`/crm/v8/${leadModule}/${leadRecordId}`, leadUpdatePayload);
  48.     $Client.refresh();

  50.     // Check for successful lead status update (200 OK or 202 Accepted)
  51.     if (leadUpdateResponse.status !== 200 && leadUpdateResponse.status !== 202) {
  52.         throw new Error('Failed to update Lead Status: ' + JSON.stringify(leadUpdateResponse.data));
  53.     }

  55.     // Display a success message
  56.     ZDK.Client.showMessage('Call attempt logged, and Lead status updated', { type: 'success' });

  58. } catch (error) {
  59.     // Log and display an error message if any step fails
  60.     console.error('Error executing Log Call Attempt script:', error);
  61.     ZDK.Client.showMessage(`An error occurred: ${error.message}`, { type: 'error' });
  62. } finally {
  63.     // Always hide the loader, regardless of success or failure
  64.     ZDK.Client.hideLoader();
  65. }

  1. In the above script, $Page.module retrieves the current CRM module from which the script is executed.
  2. $Page.record_id fetches the unique ID of the record currently opened on the page.
  3. $Page.record provides access to the field values of the current record.
  4. ZDK.Client.showLoader() displays a visual loading message to inform the Salesperson that background operations are in progress.
  5. ZDK.Client.getInput() prompts the Salesperson to enter details about the call through an input dialog.
  6. ZRC.post() sends a POST request to Zoho CRM to create a new record and automatically handles authentication and domain resolution.
  7. In the notePayload,"Parent_Id" links the created note to the current CRM record and module.
  8. ZRC.put() sends a PUT request to Zoho CRM to update an existing record.
  9. $Client.refresh() refreshes the current CRM page so the latest updates are immediately visible to the Salesperson.
  10. Here is how Client Script works.




5. Summary

1. How to update a record in Zoho CRM using ZRC 
2. How to insert a record using ZRC




      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • Kaizen #198: Using Client Script for Custom Validation in Blueprint

            Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

          • Kaizen #226: Using ZRC in Client Script

            Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

          • Kaizen #222 - Client Script Support for Notes Related List

            Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

          • Kaizen #217 - Actions APIs : Tasks

            Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

          • Kaizen #216 - Actions APIs : Email Notifications

            Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ




                                ご検討中の方

                                  • Recent Topics

                                  • How to account for vat with postponed VAT accounting

                                    Hi everyone, looking for some help with postponed VAT accounting, I use DHL express for my imports and they used to pay the VAT for me and then invoice me. I could then log this as a bill and the VAT element from import was recorded as input VAT, all

                                  • Is there a way to show contact emails in the Account?

                                    I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

                                  • Zoho mail admin panel not opening

                                  • Zoho CRM WooCommerce Integrtation

                                    Looking for a solution for my 50 client to show detailed analytics on source of traffic that led to events, leads, conversions. Hi all, I have not been able to find a workable guide or solution to how exactly step by step integrate the Zoho CRM with WooCommerce

                                  • 500 internal server error on opening an iframe through a deluge script

                                    Hi Team I am trying to open an external url in an iframe through my deluge script which is associated to a custom button . By doing this i am getting an "Internal Server Error" . Please can you help me with this.

                                  • Kaizen #225 - Making Query-based Custom Related Lists Actionable with Lookups and Links

                                    Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss an exciting enhancement in Queries in Zoho CRM. In Kaizen #190, we discussed how Queries bridge gaps where native related lists fall short and power custom related

                                  • Filter button in the Zoho Sheet Android App doesn't toggle on

                                    I am a new Zoho Sheets user and experiencing a specific issue with the filter functionality in the Android mobile application. Detailed Issue Description: The filter icon appears correctly in the toolbar. Upon tapping the filter icon/button, the toggle

                                  • Is Zoho Sites still actively being developed?

                                    Hello, Is Zoho Sites still actively being developed as part of the Zoho ecosystem? I noticed that the What's New page (https://www.zoho.com/sites/whats-new.html) does not show any updates since Q1 2025. We were considering migrating our website from Squarespace

                                  • Project Notifcatiion Emails - Milestone

                                    Hello: I cannot get myself, or most importantly my portal client user to recieve an email upon completion of a milestone. I have set up our 1st project. I have set up a test client user. (accepted the invitation and is listed in the system as a client

                                  • Zoho Forms - Feature Request - Year Field

                                    Hi Zoho Forms Team, You currently have the following date and time fields: Date Time Date and Time Year and Month It would be useful if you could include a "Year" field For example a recent application I completed said "What year was your house built?"

                                  • Integrate Excel or Zoho Sheet functions / calculations to CRM product module

                                    Hello Community, I hope someone more experienced can help me with this question. Our price / payment plan calculations are in an Excel spreadsheet and I would like to use all those functions / calculations in my Products module. So when we send a quote

                                  • Sync CRM Contacts to USER'S contacts on Office 365

                                    I can see that the O365 sync is transferring contacts backwards and forwards between Zoho CRM and Office365. But it has created a separate address book in Office 365 called "Zoho CRM Contacts". This address book is not used by Office/Outlook's email function

                                  • Manage Every Customer Conversation from Every Channel inside Zoho SalesIQ

                                    Your customers message you from everywhere. But are you really able to track, manage, and follow through on every conversation, without missing anything? With interactions coming in from websites, mobile apps, and messaging platforms like WhatsApp and

                                  • This project could not be synced because it is not associated with a primary client

                                    When I go to ProjectName->Finance I receive a "This project could not be synced because it is not associated with a primary client" error. The project has been associated in ZohoCRM with the client. How can I set the primary client for this project. Other

                                  • Update latitude & longitude address field API

                                    How do I update the coordinates of an address field from a widget? I can't modify the latitude and longitude of the address field. I think the problem is how I'm writing formdata variable. zoho_init.then(function (data) { var queryParams = ZOHO.CREATOR.UTIL.getQueryParams();

                                  • Zoho Forms - Feature Request - Past Into Scanning/OCR Field

                                    Hi Zoho Forms Team, You recently introduced the OCR/Scanning field which I have found great use for with one client who receives work orders as a screenshot from one customer. I want to raise a feature request here which would make that field even more

                                  • inability to use different primary address on invoice per location

                                    my company operates in two different locations with different email address. The problems then is the inability to edit the primary to suite the invoice for the second location.

                                  • Use Zoho Creator as a source for merge templates in Zoho Writer

                                    Hello all! We're excited to share that we've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer. Making more data from

                                  • Anyone in Australia using Zoho Books AND has their account with NAB?

                                    Hi I have an account with both NAB and Suncorp. Suncorp transaction come in the next day however NAB transactions take 4-5 business days to appear. eg: A deposit made today in my Suncorp will be imported into Zoho tomorrow. A deposit made today to the NAB account will be imported maybe Saturday (Friday overnight). I have contacted both Zoho and NAB but noone seems to know why. I was just wondering if anyone else in Australia uses NAB and has this issue (or doesn't) maybe we could compare notes and

                                  • Detailed Balance Sheet for tax preparer

                                    I'm using the free edition of Zoho Books. My tax preparer is asking for "detailed" Profit & Loss and Balance Sheet reports which include all the activity and transactions within the various categories. The default reports do not include these details.

                                  • Host Group Appointments Online in Zoho Bookings

                                    Greetings from the Zoho Bookings team! We’re excited to announce a new enhancement to Group Booking that makes hosting online group events smoother and more professional than ever. You can now conduct online group events with auto-generated meeting links

                                  • Can't rename groups on Mac desktop app

                                    I'm working on an up-to-date Mac with a freshly downloaded Notebook app. I'm trying to rename a group within a notebook. Here I have, left to right, a note, a group, and a note. I select the group. On the top left, I select Action. On the dropdown, "Rename"

                                  • Workdrive Collaboration with an External User

                                    I would like to know if I can setup a collaboration space with an external user in workdrive or do I need to add them as a user on my system? If I need to add them, can I add them on Workdrive only and give limit access to our space only?

                                  • Marketing Tip #23: Help customers with how-to guides and usage tips

                                    Customers don’t stop needing you after they place an order. Helping customers use your product correctly and confidently can improve satisfaction, reduce returns, and increase repeat purchases. Sharing simple how-to guides, usage tips, or care instructions

                                  • Powering Customer Support with our women

                                    In Zoho Desk support, women make up 50% of our team. We see this as one of our strengths, reflecting the spirit of this year’s theme, "Give to Gain". Our women find their balance Women carry many responsibilities — they represent frontline support, lead

                                  • Function #25: Automatically generate purchase orders from a sales order

                                    We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is

                                  • Sales IQ chat is not working in signed android apk

                                    I have integrated ZOHO sales IQ support chat and i have followed each step and its working fine in my development build but when i create signed APK for it. Chat does not work in it and showing awaiting for detail. I previously asked the same query but

                                  • How to add line breaks in zoho.cliq.postToUser(...) message?

                                    In a CRM function using Deluge I'm sending this message and attempting to add some line breaks but they are ignored. Is there another way to add these breaks? My message: message: New urgent task\nDescription \nThis is a fake description.\n A new line?

                                  • Problem with CRM Connection not Refreshing Token

                                    I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to

                                  • Zoho Books Invoices Templates

                                    It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address in

                                  • In Lesson Video

                                    Can anyone help me with this? I'm not sure what happened. It suddenly became like that. I tried to reupload. I tried create a new lesson. Still the same. Please help!

                                  • emailing estimates

                                    Shows up in the customer mail logs as sent but nobody is receiving them, even when I send them to myself I don't get them ??? Something wrong with the mail server or my end ?

                                  • Custom TDS on Vendor Credits via API

                                    Hi, We are using Zoho Books APIs for posting Bills and vendor credits. We are unable to post custom TDS amount posting vendor credits. Can you please share the API spec and Payload that need to be sent for Custom TDS for Vendor Credits.

                                  • How to use OR when filtering using two fields

                                    I want to create return a list of Account Names by filtering on Field1 = "yes" OR Field 2 = "no" I can't see how to use the OR in the filter.

                                  • Mobile phone version not working well

                                    I am working on the Zoho Site Builder. In the preview the desktop version looks okay, but in the mobile phone preview many words are cut off in the weirdest (wrong) way. How can I fix that?

                                  • Zoho - Please explain difference between Thread view and Conversation view on Ticket

                                    I have reviewed the help document here but am still not clear on the difference between the two views. As an example, I just had a back and forth on a ticket: - Customer emails support email. - I email back from Desk. - Customer responds back. - I email back from Desk. On the upper left drop down box on the ticket Zoho Desk now says this is "4 Threads" and "4 Conversations" . How is that 4 threads?? By my count it is 1 thread and 4 conversations (assuming by "conversation" Zoho means number of total

                                  • Not able to Sign In in Zoho OneAuth in Windows 10

                                    I recently reset my Windows 10 system, after the reset when I downloaded the OAuth app and tried to Sign In It threw an error at me. Error: Token Fetch Error. Message: Object Reference not set to an instance of an object I have attached the screenshot

                                  • I need help to take Reports for tickets moved between departments.

                                    Hi, I need help to take Reports for tickets moved between different departments. Pls guide Shyam

                                  • Export to excel stored amounts as text instead of numbers or accounting

                                    Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export stores

                                  • Increase Round Robin Scheduler Frequency in Zoho Desk

                                    Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates

                                  • Next Page