API for Zoho One
Namskaram Zoho One team, Zoho One is the centralized place for managing Zoho application users. When we want to manage users through script like Adding user to an application, Deleting user and so on. There is no API for Zoho One. It will be nice to have API for Zoho one to manage users through script. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ CustomersHow do you create visually stunning proposals using Zoho Books/Invoice/CRM?
Hey guys, I've been using a tool called NiftyQuoter to create proposals for the last few months. I really like it because proposals look terrific out of the box, you can see when a client opens the proposal, clients can approve them and pay online, you can add photos and a individualised blurb for each project, the product has great support etc. I set it up for one of my clients and they like it too but are concerned about the cost as they scale and also don't like the lack of integration with ZohoShare knowledge base with external people with protection
Hello there, I would like to map the following in Zoho. We have some help resources and would like to make them available to external people. However, these external people should not need an individual account or have to enter a password manually. TheInsert variable not showing on 'To' field
Hello, I want to create email triggers to be sent out to respondents of our survey as soon as they complete it. I also want a variety of email triggers to go out depending on the answers the respondents submit. We do not however have an 'Insert Variable'Pipeline in Custom Modules
I love the way the Sales Pipeline looks and functions with reports. I would like to add the save pipeline features and visualization to a custom module, however, I only see that these pipelines are only available for the Deals module. Is there a way to add pipelines to custom modules?Receiving an error when trying to duplicate a dataset
Receiving this error message "Duplicate dataset has failed. The data connection Zoho Analytics which is the data source of this dataset is no longer shared with you." When resharing access, it says I already have access. So why am I getting this errorBig Latency on my flow
Hello, I made a flow on zoho flow started with a webhook. every time i receive a call, i sent data to my webhook on zoho flow. but some times, it receive the data from webhook but it takes like 2 minutes and more to go forward the following of the flowSMS Campaign add optout link in Zoho Mkt Automation
Hello How to add a optout link in SMS campaign in Zoho Marketion automation like in Zoho campaign ? regardsLogo disappeared from our quotes
Hi I have uploaded our company logo and inserted the field ${companyLogo} into the Quote template. When I preview or export to PDF the image does not show, only a blank spacer where the image should be. this was there and has been working for 2 yearsZoho Campaigns with 100,000 Contact and top up for each 100K to 500K
Hello everyone - I'm asking if i subscribed at Zoho Campaigns with 100k contact then i need to add another 100k what will be the cost ? - What if i subscribed at the 500K contact from day one what is cost of adding contacts above 500K ? - If i subscribedApplying certain templates base on customer.
Hello everyone, So I know we can set default templates in the customer like this: So the issue we are facing right now is the following. We made templates for all communication since we are dealing with French and English customer. So if I make a salesHow many stores are included with Zoho One plan?
I was hoping to be able to have more than 1 stores as specialty sites instead of putting it all on one, how many stores are included in zoho one plan? I saw this thread, but that doesn't really specify if they are included, only that they can be createdUnified customer portal login
As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is thatZoho CRM and MA2.0 - How is the new sync working and what is best practice?
Hello, can someone please clarify how the sync is working. As I understand it: All Leads in a module are synced to MA, Changes in CRM are instantly synced to MA Changes in MA must be pushed to CRM Lead-Score, OptOut and Lead-Stage are pushed automatically,Subform Client Script
Good day, I have a subform where users can subscribe to various magazines. I would like to prevent the user from selecting the same magazine twice when adding a new row. Is there a way to prevent the user from doing this? (Can it be done via a clientAPI name for all fields in Zoho Project (Standard or custom)
Hi! I struggle to find easily all API name of all field in Zoho Project to build my API rest with other services. We can find them very fast in CRM but not in PRoject. Could you share a function to get the list of all API Name of any field of an AppZoho PSA
Zoho does not have a good way of handling complex billing for professional service firms. The setting in books, desk and projects all do some form of time billing but it really misses the mark when tracking projects. Look at billing contracts, projects,Zoho Recruit Create Offer is not working.
Trying to create and send an offer to a candidate, but when I click the "Save & Send" button, the button becomes greyed and disabled, making it impossible to continue with the process. I have admin privileges, so that doesn't seem to be the issue. ButtonZoho Marketing/SEO Tools
Longtime Zoho user here and just curious about other users thoughts. We use Zoho apps to run basically our entire business. The only software tools we use outside of Zoho are SEO tools, such as Ahrefs or Ubersuggest. Has anyone else ever wished Zoho offeredCRM & Recruit
Hi Everyone, Can anyone from a Recruitment Agency provide some insight on what workflow they use to work with CRM and Recruit? Currently - we use Recruit for our Job Board and emailing candidates on opportunities. We would like to use CRM - but it seems as though there is a lot of double up / confusion by Zoho on how recruitment actually works as a service. As a recruitment agency, we have the job board on the website. So the following happens: Candidate applies to job Comes through to Zoho RecruitConverting Leads to Contacts
Hello, Anytime we convert a lead to contact, it auto changes the contact owner to the CEO's name even if it is assigned originally to the correct lead owner. Even with our lead and contact assignment rules it still changes it back. Is there any insightLazy loading images
Hello team, I've noticed that Zoho sites has the capability to lazy load images. Can someone please instruct me on how to select this? Thanks LAdding external users to Zoho Social under Zoho ONE licence - how to best achieve this
My client has a small business, and we are looking to implementing Zoho ONE with a single flexible user licence as that is all they really need and offers the best pricing for the range of modules we eventually wish to set them up with, one of which willTrigger Workflows on User module actions
How can I trigger a workflow upon the new user creation? For Example, I might want to run an API query to obtain an information about the user from the other system, and then save one of the response parameters in the custom field of the user. What would be the best way to go about it?Can not add users to Zoho One
when trying to add a new user the system wouldn't allow me. the domain is our companies main domain that is also used for me as an admin...Zoho Sites - 2.0 Licensing and Zoho One
Hello All, We'd like to test the new features of the new / future Zoho Sites 2.0. It is now in trial. The pb is we don't know what the licensing will be when you have a Zoho One license. If it does not fit our interest, we're not going to invest timeGMAIL API and Zoho Creator
Just wondered if anyone has had any experience with this. There is lots of detail on the Google API website which I can work my way through. What I am after is just some basics on where to start with regards Zoho Creator. I know it will be the postUrl command, but really not sure on how to format the calls to the API. Any help or just pointers would be great?Using SMS received as a workflow trigger in Recruit?
I'm trying to set up a workflow in Recruit and need to set the trigger to be when a Candidate sends an SMS in. I can work out how to trigger on Email received (or at least on create/edit with a condition of Email) but how do I trigger a workflow on SMSZoho One account to move to 2.0
Hi, I'm a Zoho One account and tested Marketing Automation a year back and ended up not using it and when with Champions. Can I close my current Marketing Automation account open a new one in 2.0 and start over with it? Thank you for the help.What is the difference between Zoho Campaigns and marketing hub?
Zoho Campaigns is a permission-based email marketing tool for sending marketing emails and mass emails. Marketing Automation is a multichannel marketing automation tool that caters to organizations looking for tools to engage their users across multipleZoho Status for EU
Hello, Does anyone know if it exists, the status page for EU Zoho services ? https://status.zoho.com/ just shows for the US. It's very important for our business to be able to navigate when a service is down. Regards, K.MZoho One - Use Project or Bigin for that?
Hello, we're testing Zoho One for our needs and if I get an answer and it works we're planning to upgrade to the full version for all our employees. I cannot understand if it fits this need. Basically we'd like to use Bigin (or Project) to take care ofSync Notes and Activity to CRM
Hello All, We have shifted to using CRM for managing our clients, business development, and general overall daily business, while using Recruit to work the candidates and open jobs we are working. We've noticed a real pain point of not being able to seeEffect of changing Department name
Hello, We have a department in Desk that we would like to change the name of. I am reluctant to do this due to being unaware of how this might effect current tickets in the queue, assignment rules, agents assigned etc. Can someone please let me know whatRestrict some Agents access to some Accounts & Contacts
I have two agent types: Full Agent Customer-Specific Agent I want Full Agents to be able to access all tickets, contacts and accounts - I can get this working fine. I want Customer-Specific agents to only access tickets and contacts specific to ONE account.Help Center Best Practice for formatting PDF Articles to the KB
I am part of an organization that migrated from a different CRM system and we are trying to upload our existing Articles (which are PDFs) into the Knowledge Base. I have tried uploading with the below two methods: 1- Convert .pdf to a .docx and use theDeluge Create Task For Contact - $se_module not accepted...
I have created the following script to add a Task to a Contact But the system does not like "Contacts" for the "$se_module" function. Is there a different method/script to create a Task directly associated with a Contact? Here is the function: ************Zoho SAML Assertions
Hi, We're currently using our IDP (Identity Provider) to authenticate our users in the Zoho Help Center. The authentication process is functioning properly, but we're experiencing an issue where the First Name and Last Name fields are not being populatedUsing Zoho One to manage two (or more) businesses
We are one company that operates two business, a scenario that Zoho One doesn't really seem to handle very well, and one which I can't imagine is at all unique to us! (It is basically designed to facilitate branding and use for one business only perdowngrade zoho one
sir, we want to downgrade zoho one and we want to shift our data to standalone zoho books and zoho inventory. is it possible to do so as our renewal is due nowNext Page
Announcements
Invite to the grand workshops hosted by Zoho Finance across the USA
Greetings! This post is to apprise you, the Zoho One users, of the news of Zoho Finance's workshop scheduled for over a fortnight in the US (from 12th Oct to 24th Oct). The workshop consists of a carefully planned series of masterclasses, which containDesignation
Designations play an important role in today's business world. Most organizations have a hierarchical structure, while some others follow a flat structure. In a hierarchical organization structure, the chain of command starts at the top-level management, and the career advancement path for such structures is clear. On the other hand, a flat organization structure has very few or no levels of organization structure with less levels in the decision making process. No matter the structure, you canUpcoming product workshops: Melbourne and Sydney
Hiya folks, We're happy to share that we're organising a series of workshops in May. • Melbourne: 16 May, 2023 at Cliftons, Freshwater Place • Sydney: 18 May, 2023 at Cliftons, Margaret Street We're covering Zoho Analytics, Creator, CRM, and Workplace.Scheduled maintenance activity for Zoho Bookings and Zoho Creator
We hope you're all having a great experience with Zoho One! This announcement is regarding some maintenance activity we have scheduled in our India (IN) data centers on Sunday, November 13, 2022, from 3:00 AM to 3:15 AM IST (Indian Standard Time). ToAssociate Creator with Zoho One
How to associate Creator with Zoho One You can add Creator to Zoho One in one of two ways. Case 1: Sign up for Creator, then associate with Zoho One Creator consists of three applications: Application Creator, BI & Analytics, and Integration Flow. When
Most Discussed Topics
Converting Leads to Contacts
Hello, Anytime we convert a lead to contact, it auto changes the contact owner to the CEO's name even if it is assigned originally to the correct lead owner. Even with our lead and contact assignment rules it still changes it back. Is there any insightLogo disappeared from our quotes
Hi I have uploaded our company logo and inserted the field ${companyLogo} into the Quote template. When I preview or export to PDF the image does not show, only a blank spacer where the image should be. this was there and has been working for 2 yearsReceiving an error when trying to duplicate a dataset
Receiving this error message "Duplicate dataset has failed. The data connection Zoho Analytics which is the data source of this dataset is no longer shared with you." When resharing access, it says I already have access. So why am I getting this errorZoho Campaigns with 100,000 Contact and top up for each 100K to 500K
Hello everyone - I'm asking if i subscribed at Zoho Campaigns with 100k contact then i need to add another 100k what will be the cost ? - What if i subscribed at the 500K contact from day one what is cost of adding contacts above 500K ? - If i subscribedZoho Recruit Create Offer is not working.
Trying to create and send an offer to a candidate, but when I click the "Save & Send" button, the button becomes greyed and disabled, making it impossible to continue with the process. I have admin privileges, so that doesn't seem to be the issue. Button
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
-
Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
Zoho Books Resources
Zoho Projects Resources
Zoho Orchestly Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Zoho Desk Resources
Zoho WorkDrive Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho Creator Resources
Sticky Posts
Connect with Zoho users from your industry, virtually!
A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areasHow to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________Feature update: Advanced security settings
We've previously written about how using security policies could be beneficial for admins. To enable you to better protect your organization, we've come up with a few additional settings for security policies in Zoho One that can be used to regulate your users' web sessions. What are web sessions? A web session refers to the period of time you stay signed in to your Zoho One account. You create a new web session every time you sign in to Zoho One (or any of its included apps), and this session exists
Top Contributors
Nithin Ramesh
Dimitri Longo
Dhanush Kumar V
Hannah Coates
Sai Anusha R