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

                                  • Marketing Tip #16: Ideal sizes and formats for adding images to your online store

                                    Images can make (or break) your storefront experience. When your banners and product photos follow the right sizes and aspect ratios, your store looks cleaner, loads faster, and feels more trustworthy—especially on mobile. Here are recommended image sizes

                                  • Improve WhatsApp Module in Zoho CRM

                                    The current WhatsApp module UI in Zoho CRM feels cluttered and complex, especially when handling high volumes of conversations. It would be great to enhance the WhatsApp module UI/UX by adopting a clean and simplified interface similar to Bigin CRM’s

                                  • Blueprint transitions on locked records

                                    We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.

                                  • Enhance productivity with the revamped Zoho Sheet View

                                    Hello folks, For some time now, you've been able to use the Zoho Sheet View to quickly edit multiple records or to insert a batch of new records. Its tabular interface allows users to engage in these tasks productively. Despite this, the existing Sheet

                                  • No OR Filter for Views with a Related Modules Criteria

                                    We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even between

                                  • Chat to Lead

                                    Can I convert a Chat to a Lead?

                                  • Limit maximum entries for subform - depending on fields entry

                                    Hi Zoho! I have a form with a subform in it. I'd like to have limitation for the row number depending on an entry in a drop-down field in the main form (If the field in the main form is marked "Answer1" - Limit the entries to 1 row, if the field is "Answer2" to have 2 rows limitation, "Answer3" = no limitation at all) Can this be done? Thanks Ravid

                                  • Save HTML Snippet Page as PDF with Dynamic Data in Zoho Creator (Working Solution)

                                    Hi Zoho Creator Community 👋, I faced a common challenge while working with HTML Snippet Pages — I needed to generate a PDF with dynamic data and save it back into the record automatically. Here’s the working solution that might help others. Use Case

                                  • Excited about ZOHO POS

                                    I fully enjoy the zoho platform; I am looking forward to the POS coming to Nairobi, Kenya!

                                  • Rebranding Options for Zoho One

                                    We need the addition of rebranding and white-labeling settings directly within the Zoho One Admin Panel. This feature should allow organizations to customize the unified portal with their own logo, brand colors, and custom domain mapping (e.g., portal.company.com).

                                  • Tip #57- Accessibility Controls in Zoho Assist: Mobility- 'Insider Insights'

                                    Remote support should be easy to navigate for everyone. For users with mobility-related accessibility needs, long sessions and complex navigation can be challenging. Zoho Assist’s Mobility Accessibility Controls simplify interaction through keyboard-based

                                  • To print Multiple delivery notes in batches

                                    In Zoho Books, we can print a Delivery Note from an Invoice using the Print Delivery Note option, but it is non-editable and always prints all line items from the invoice. Our requirement is to deliver invoiced items in batches and print delivery notes

                                  • UPLOAD A CREATED PDF AUTOMATICALLY

                                    Using the html header pdf+print button, I have managed to find a way to have a user create a pdf using entered form data. Using the schedule button, I can have a "file uploaded" pdf mailed to someone as an attachment. The missing piece is to be able to add the pdf, created in that html page to a file upload field automatically? Right now one has to save it to computer and then upload it in a FILE UPLOAD FIELD. Any help would appreciated !  

                                  • Consolidated Department-wise Payroll Cost Summary Report

                                    Hello Zoho Payroll Team and Community, I am writing to discuss a reporting requirement regarding department-level expense tracking within Zoho Payroll. As we scale and manage salary distribution for employees across multiple departments, such as Accounts,

                                  • How to remove chat icon from knowledge base?

                                    I have set up a knowledge base to hold FAQs and documentation. It is currently standalone, and not integrated into our website. On every page there is a chat button in the bottom left corner that says "We're offline, please leave a message." How can I

                                  • [ZohoDesk] Improve Status View with a new editeble kanban view

                                    A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit

                                  • Automated Dismissal of Specific Notifications and Centralized Control of Toast Notification Settings

                                    Dear Zoho Team, I hope this message finds you well. We would like to request two enhancements related to notification handling within Zoho Desk: Automatic Dismissal of Specific Notifications: Currently, when certain actions are taken in the ticket list

                                  • Show field in spreadsheet view depending on other field value

                                    Hello. Not sure if this is possible but let's say i have spreadsheet view in Creator with four different fields Field A, B, C and D Then i have a field named Response which for one record could contain only one of the pre-definde choices below A, B, C

                                  • Zoho Learn Zapier Integration

                                    Hello all, Is there any plan to integrate Zoho Learn with Zapier? It seems almost all Zoho products are in Zapier, with the exception of Learn and Marketing Automation.

                                  • Notice: SalesIQ integration paused on Zoho Sites

                                    I have this notice on my Zoho Sites in the SalesIQ integration setup. Can someone assist? "This integration has been temporarily paused for users. Reconnecting SalesIQ after disconnection will not be possible until we provide further updates." thank

                                  • Differences between Zoho Books and Zoho Billing

                                    Without a long drawn out process to compare these. If you were looking at these Books and Billing, what made you opt for one and not the other. Thanks

                                  • New Feature : Copying tickets with all the contents such as conversations/history/attachments etc

                                    Sometimes our customers and distributors do create tickets (or send emails) which contain more than one incident in them and then also some of the further conversations which are either created by incorrect new tickets or replies to old tickets are being created as combined tickets. In such cases we require to "COPY" the contents of the tickets into separate tickets and merge them into their corresponding original tickets. The "CLONE" feature doesn't copy the contents (especially the conversations

                                  • Como se agregan los empleados

                                    Necesito saber si para agregar empleados los mismos necesitan tener licencias

                                  • Deluge Error Code 1002 - "Resource does not exist."

                                    I am using the following script in a Custom Button on a Sales Return. Basically, the function takes the information in the sales return (plus the arguments that are entered by the user when the button is pushed) and creates a return shipping label via

                                  • Adding multiple Attendee email addresses when adding a Zoho Calendar event in Zoho Flow

                                    I am trying to integrate Notion and Zoho Calendar via Zoho Flow. However, the Attendee email address supported by Zoho Calendar - Create event only supports one email address, so I am having difficulty implementing automation to automatically register

                                  • Graceful Handling of Exceeded Option Limits

                                    Hi Zoho SalesIQ team. I would like to submit a feature request to deal with a bug in salesIQ Current Behavior (Bug): When a dynamic list passed to the Single Select Option Card contains more than 20 options, the Zobot stops responding (freezes/hangs)

                                  • System default SLA descriptions can't be modified

                                    The system default SLAs have identical descriptions for all SLA levels, but their settings differ. However, I am facing an issue where I cannot modify these descriptions and save the changes. The content of the description box can be edited but the changes

                                  • Adding non-Indian billing address for my Zoho subscription

                                    Hey Need help with adding a non-Indian billing address for my Zoho subscription, trying to edit the address to my Singapore registered company. Won't let me change the country. Would appreciate the help. Regards, Rishabh

                                  • How to create one ZohoCRM organisation out of a multi-organization?

                                    Hi, we have a multi-org including two different Zoho CRM organizations for two companies using respectively EUR and USD as default currency. I was wondering if there is any easy way to merge the two organizations into just one, so that users may access

                                  • Gray screen while signing documents

                                    We are all getting a "gray" screen when trying to sign documents in Zoho sign. Anyone else having issues?

                                  • Projects custom colors replaced by default orange

                                    Since yesterday, projects uploaded to Zoho, to which I had assigned a custom color, have lost the customization and reverted to the default color (orange). Has anyone else had the same problem? If so, how did you resolve it?

                                  • Interview booked through Invite but no Notifications

                                    We have a workflow that was developed through a developer/partner that was tested and worked. Today, we pushed a candidate through the process and invited them to an in-office interview. They were sent the booking link (as usual and as tested before successfully)

                                  • Automatiser la gestion des SLA dans Zoho Desk avec Zoho Contracts

                                    Les équipes du service client s’efforcent d’assurer un support rapide, régulier et fiable pour garantir la satisfaction de chaque client. Les accords de niveau de service (SLA) permettent de clarifier les engagements en définissant les termes et conditions

                                  • iOS App doesn't refresh for Document Creation

                                    Hello Zoho team, I have created a workflow to be used on a mobile iOS device which starts in Zoho Creater and ends with a murge and store function that then opens the newly created document within the Zoho Writer app. This process is working great however

                                  • Uploading a signed template from Sign to Creator

                                    Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach

                                  • Zoho DataPrep and File Pattern configuration

                                    I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex

                                  • Assistance needed: Activation of a domain

                                    Hello Zoho Support, I purchased the .com domain "primesolva.com" via Zoho 6 days ago. The domain is still pending, and I cannot access the DNS panel to add the TXT verification for domain ownership. Please confirm the registration status and help me activate

                                  • Operation not permitted

                                    I am trying to add an email address to the list of user but I am getting error Operation not permitted

                                  • Request to Permanently Delete Email User (info@mehbobgulf.com ) from Old Organization

                                    Please permanently delete the user email info@mehbobgulf.com It is still associated with my old Zoho organization. I cannot delete it because it shows ‘You cannot delete email. Zoho host’. I need to use this email in a new Zoho account.”

                                  • Client host [89.36.170.5] blocked using Spamhaus

                                    Hello please make make actions for delist ..... "Client host [89.36.170.5] blocked using Spamhaus"

                                  • Next Page