App building made easy with our all-new cloud editor

App building made easy with our all-new cloud editor



It has been quite a while since we had connected on this platform. A lot has happened in our marketplace and we want you to know what we are up to. You must be familiar with Zoho's extension toolkit that's used by developers for building our extensions. As the next step, you can now build, test, and execute your extensions using Zoho's cloud editor -  Sigma . 

Why do we recommend you to use the cloud editor? 
  • Your extension development can be entirely managed online.
  • The installations of 'Node.js' and 'ZET ( Zoho Extension Toolkit )' are not needed and the user can start coding their app once they are on-boarded to their workspace.
  • The app folders and the default 'plugin-manifest.json' file are automated so one need not spend time in creating them manually using the CLI.  
  • You can choose to build an extension from scratch or import the file from a local editor and manage it here.
  • The editor supports version management so you can revert your extension to its previous version if necessary.
  • Handle events with the help of the triggers available in the editor.

Extend the scope of your extension with triggers
A  trigger is executed when you have to perform an action or a set of actions when a specific  event occurs. This way, you get to do more than what you can do with your extension. We support a few  task-specific events and extension-specific events currently. However, you can also create your own event and handle them in your extension.

Task-specific events (Also called as service events): 
Event Name
When does it occur
create_task
A user creates a task.
update_task_field
The user updates a task field.
delete_task
The user deletes the task.
task_comment_add
The user adds a comment to it.


Extension-specific events:
Event Name
When does it occur
extension_on_run
A user runs their extension to test it.
extension_on_stop
The user disables the development mode to run their extension.
extension_installed
The extension is installed
extension_uninstalled
The extension is uninstalled
extension_disabled
The extension is disabled at the moment.
extension_updated
The extension is enabled at the moment.
extension_upgraded
The user upgrades to a paid version of the extension.

The following are a few sample scenarios where you can use triggers to handle different events with respect to your extensions:
  • When a task is created in a project, a similar entry can be made in the user's Google Calendar.
  • Similarly, when a task is updated, a notification can be sent to its assignee or the manager of the project. 
  • In a different case, after a user updates your app, you can send an email to them asking for their consent to receive email notifications about the app's latest updates frequently. To handle this case, you can associate the ' extension_updated ' event with your ' send_email() ' function block and execute it with a trigger. 


Extensions Gallery
The cloud editor also gives you a collection of available extensions which can be used as templates. You can refer to their source code for your understanding and modify it as necessary. You can also write functions to access the data from the third-party services using APIs in your extension. If you are going to build your first extension, then we highly recommend you refer to this  Extensions Gallery to get a clear picture of the how-tos of it.



For example, the Tasklist extension uses Zoho Projects' own APIs to fetch the task list and milestone related data. On the other hand, the Google Drive extension hits the Google APIs to fetch the user's files present in their Google account so referring to the extensions available in our gallery will give you a clear picture about how the data is fetched and managed in an extension. The Checklist extension gives you an extensive knowledge about storing data against entities.
 
We hope you will explore the cloud editor and give your feedback. You can also give your suggestions at support@zohoprojects.com. We will see you with more features this year :) 


    • Sticky Posts

    • App building made easy with our all-new cloud editor

      It has been quite a while since we had connected on this platform. A lot has happened in our marketplace and we want you to know what we are up to. You must be familiar with Zoho's extension toolkit that's used by developers for building our extensions. As the next step, you can now build, test, and execute your extensions using Zoho's cloud editor -  Sigma .  Why do we recommend you to use the cloud editor?  Your extension development can be entirely managed online. The installations of 'Node.js'

    • Marketplace Extensions for Zoho Projects

      Hello, folks! It's been a month since we launched a few extensions for Zoho Projects on Marketplace so we thought of sharing a few stats with you and what you can expect from us in the near future. We have the Checklist, Google Drive , and Zendesk extensions

    Nederlandse Hulpbronnen


      • Recent Topics

      • CRM

        How do I build an email funnel of 10 emails with decision tree ie; if yes use this email if no use this email. Also I cannot figure out how to add more groups or see my whole groups. I've set up different groups like attorneys is one group of companies/people

      • WebDAV support

        I need WebDAV support so that I can upload/download (and modify) documents from my local file system. Is anything planned in his direction?

      • Replying from same domain as a catch-all?

        I have 2 domains setup on Zoho, both with associated email addresses. They look something like this: john@example.com (primary address) john@test.com (this domain also has a catch-all setup) I use the catch-all for test.com as a public-facing email address

      • 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

      • Internal Fillable Contract with Zoho Writer (Before Sending to Client)

        Hi everyone, I’m trying to automate the following process in Zoho CRM and would appreciate some guidance. Process: When a Deal moves to a specific stage, CRM triggers an automation. CRM sends a contract template to an internal team member so they can

      • Standard practice rerun updated deluge function over existing recordes

        Hi folks, we have a function which is triggered via webhook from a third-party solution which then calls another api with a contact-id and gets a json payload back and then parses that data to custom fields in our CRM to the record id. As requirements

      • can change deal colors in bigin?

        can be super useful if we can change colors deals process  any way to do it?

      • Import Quote from CRM into document in Writer?

        Hi, I created a quote for a proposal in the Zoho CRM and was wondering if there is a way to embed the quote into a document in Zoho Writer so I can make our sales proposals look a little nicer. Is that possible?

      • Zoho Sheet for Desktop

        Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

      • Can I convert MSG to HTML on Mac?

        Yes, you can convert MSG files to HTML on a Mac using software Aryson MSG file Converter. This tool allows you to convert Outlook MSG emails into multiple formats, including HTML, PDF, EML, PST, and more. It preserves all email content, attachments, metadata,

      • Duplicate Leads Notification Help!

        Hello! I have several web forms that have a duplicate lead notification that are being sent to the creator of the web form. I understand how to change the form entry notification, but I am specifically looking to change the recipient of the "Duplicate Lead" notification. Any help you can offer is greatly appreciated! TIA, ~ Jenn

      • Adding Calendar Display to Home Page

        I would like to display my calendar in a module on the Zoho CRM Home Page. I can't figure out a way to do this.  Is it possible to display the CRM Calendar on the Home Page?  

      • Schedule a Call by Date and Time when a specific lead status is selected

        Hi Wanting to create a workflow where a call can be scheduled by date & time when a specific lead status is selected. Can only currently set the date by Due Date - Trigger Date - Plus 'x' day(s) Thanks

      • Incoming email replies not automatically associating with Deals/Opportunities - Is this possible in Zoho CRM?

        Hello Zoho Community, I'm running a travel agency (B2B and B2C) and we've been struggling with what seems like a basic functionality that we cannot get to work properly. Our use case: We send emails to suppliers (hotels, transportation companies) and

      • Duplicate Leads Concerns with Round Robin and Lead Approval Process

        It is great to have the Duplicate Lead Approval Process, there are a few issues with the process that I would greatly appreciate taken consideration in enhancing. It appears that A Lead comes in Lead owner assigned by the Round Robin Check for Duplicate,

      • Private email threads

        When sending a Private email or receiving a response once the email thread has been marked as 'Private'- is there a way to trigger the system to "restart the clock"? I am finding that when someone responds to a 'Private' thread that it is opening the

      • SLA Notification

        Team members have been receiving this notification and feel as though it is as random. Explanation on this notification is appreciated! Also, is there a way to disable this notification?

      • Map: Output None

        Hi, Checking if you help me inspect this block The code below triggers during Successful form Submission from another Form. // rec_a = formA[ID!=0]; rec_b = formB[ID!=0]; ListA = List(); //subformA for each recA in rec_a.ItemSubform { for each recB in

      • Use arbitrary images in deluge

        I am sending emails from my deluge code and I would like to be able to include a few images in the email template. While I know that I could put the on a website somewhere and link to them in the HTML, that is not what I want due to email client security

      • How to add "All Open AND Overdue" back to the Home Page Task Component?

        Hi everyone, I’m looking for a way to restore the Tasks component dropdown list on the Zoho CRM Home Page. Since the recent update to the Task area in my Home Page Classic View, the dropdown options (e.g., My Next 7 Days + Overdue) are too restrictive

      • Sync Attachments in Comments from Zoho Desk to Zoho Projects

        Hello Zoho Desk Team, We hope you're doing well. We are actively using the Zoho Desk–Zoho Projects integration, especially for reporting and managing bugs/issues between support and development teams. Current Limitation: After creating a bugs/issues via

      • Add a way to connect Log360 Cloud logs with Zoho analytics

        Hi, Several month ago Log360 Cloud was added to zoho one - and this is great. But as far as I see there is no prebuilt way to connect Zoho analytics to the logs we have in Log360 Cloud. Please add a prebuilt connection like we have for so many other zoho

      • Auto sync Photo storage

        Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? Thanks

      • Funcionalidades y configuration ZohoDesk

        Creo que no estoy sacando el provecho adecuado a la application quisiera solicitar una capacitación al respecto

      • How to call Functions and perform Write Operations using Page Scripts?

        Hi everyone, How to call a function from a Zoho Creator application within a Page Script, also how to perform write operations (adding or updating records) using page scripts?

      • Connecting Airwallex in Zoho Books

        I have a question. I’m trying to connect our Airwallex account to Zoho Books, but the integration does not seem to work. Could you please guide me on how to properly connect Airwallex? I need to see the expenses also, since it only shows the profits now

      • Questions Regarding Helpdesk & SalesIQ Customization and Email Setup

        Hello, I hope you’re doing well. I have a few questions regarding Helpdesk and SalesIQ: Can the emails sent to customers via helpdesk tickets be fully customized — including signature, subject line, and other elements? Also, is it possible to send these

      • Button Duplication when emails forwarded or replied

        When I create a new email template in campaigns and send it out it looks fine to all the users, however if that email is then on forwarded or replied to then all buttons within the email duplicate.  See below The one on the left is the original one.

      • Workdrive backup and default storage selection

        Hi community, I have been informed by Zoho that workdrive will be the default storage mechanism for crm and projects. These 2 Apps seem to have different design on how they interact with workdrive for storage. 1. Crm: seems to have files saves at the

      • Ask the Experts 27: Onboarding and managing support reps

        Hello everyone, We are back with our Ask the Experts (ATE) series for 2026. This year, we bring experts to help you address customer support challenges using Zoho Desk. For our first ATE, we are getting into the human side of customer support. "Every

      • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

        Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

      • Assign emails to lead

        I have some contacts who refers leads but there is no away to manually assign emails to lead.   

      • sync two zoho crm

        Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.

      • Built-in Date Functions in Zoho Analytics Query Tables

        I have a doubt about whether Zoho Analytics Query Tables provide built-in functions for start date, end date, and the current month

      • Introducing Rollup summary in Zoho CRM

        ------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update that

      • Enhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more

        The multi-currency feature helps you track currencies region-wise. This can apply to Sales, CTC, or any other currency-related data. You can record amounts in a customer’s local currency, while the CRM automatically converts them to your home currency

      • Marketer's Space: Why your open rates suddenly drop to zero?

        Hey everyone—welcome back to another post in Marketer's Space! If you regularly track the performance of your campaigns, open rates are probably one of the first numbers you check after sending an email. So it can be quite alarming when a campaign suddenly

      • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

        Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

      • Bulk upload images and specifications to products

        Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.

      • I'd like to Import Contacts for an SMS Campaign, but they don't have email addresses.

        I've got a contact list of about 4000 contacts. Some only have mobile phone and not email. Can I still import the contacts?

      • Next Page