Add Claude in Zoho Cliq

​

Let’s add a real AI assistant powered by Claude to your workspace this week, that your team can chat with, ask questions, and act on conversations to run AI actions on.

This guide walks you through exactly how to do it, step by step, with all the code you'll need.

Just copy, paste, replace the placeholders and you'll be good to go.

By the end of this guide, you’ll have:

1. A Claude bot inside Zoho Cliq to have real back-and-forth conversations.
   
2. The ability to @mention Claude in any channel and reply to a message and ask Claude to act on it.
   
3. A message action to act on messages in Cliq by Claude. Additionally, pre-built actions to review code, generate mind maps, draft a reply for the selected message, or explain it like you’re new.

Before you start:
1. A Zoho Cliq account with Developer access.
2. An Anthropic API key
3. Basic comfort with Deluge (optional — all code is provided 😉)

A. How to get an Anthropic API key?

1. To get an Anthropic API key, sign up at the Anthropic Console (console.anthropic.com).

2. Navigate to the API Keys tab, and click Create Key. 

3. You must add credits via the Billing section to activate the key. Copy the key immediately, as it cannot be viewed again.

Note: In this guide, the API key is pasted directly into the code for simplicity. But never, ever share your API key to others and double-check before sharing screenshots or code.

B. Create a Connection 

Claude needs permission to: Read chat messages and Fetch attachments (like PDFs) when prompted, for that let's create a connection for it.  ⓘ Learn more about connections

1. Go to the Connections module (in Bots & Tools) → Create Connection
2. Add a Connection name, for eg. "readmessageandfile"
3. Select:
ZohoCliq.Attachments.READ
ZohoCliq.Messages.READ
4. Create
Click Create, then authorize the connection. Copy the connection name, you'll paste it into the handlers in the next steps.

How to start

Go to Zoho Cliq → Settings → Bots & Tools 

Claude Bot:

• Go to Bots → Create Bot.

• Name it Claude and give it any description of choice.

• First, let's create a Message handler to handle the conversations first.

• Click edit code and copy paste the below code in it (follow along the comments to understand what each part does)
  

One API endpoint. That's all.

Both the bot and the message action use the same single Anthropic endpoint: POST /v1/messages. The only thing that changes between them is the system prompt and what you put in the messages array. Once you understand that, the rest is just assembly.
Explore API docs →

Message Handler:

What does this do: Fetches last 10 (customizable - but keep message limit small ( around 10–15 to avoid token overuse)) chat messages for additional context and enables natural chat conversations 

1. info environment;
2. botUniqueName = "BOT-UNIQUE-NAME";
3. // Replace with your bot unique name
4. cliqBaseUrl = environment.get("base_url");
5. fetchRecentMessages = invokeurl
6. [
7. url :cliqBaseUrl + "/api/v2/chats/" + chat.get("id") + "/messages?limit=10"
8. type :GET
9. connection:"CONNECTION-NAME"
10. //Read below how to create a connection, and paste here:
11. ];
12. info fetchRecentMessages;
13. contentList = list();
14. contentList.add({"role":"user","content":"Act as a conversational assistant. Reply to the message below in a friendly, informative, and well-organized way.\n\nGuidelines:\n- Respond only to the message provided.\n- Do not use memory or external context.\n- Be warm but professional.\n- Be clear and structured (use short paragraphs or bullet points if helpful).\n- Provide helpful details or clarification where useful.\n- If something is unclear, ask a polite follow-up question.\n- If action is needed, suggest a simple next step.\n- Do not include meta commentary.\n- Output only the reply.\n\n\nSTRICTLY USE * FOR BOLD, AND NEVER ** FOR BOLD MARKDOWN."});
15. allMessages = fetchRecentMessages.get("data");
16. for each  data in allMessages
17. {
18. type = data.get("type");
19. if(type == "card" || type == "text")
20. {
21. getMessage = data.get("content").get("text").replaceAll("\n"," ");
22. senderID = data.get("sender").get("id");
23. if(senderID.startsWith("b-"))
24. {
25. contentList.add({"role":"assistant","content":getMessage});
26. }
27. else
28. {
29. contentList.add({"role":"user","content":getMessage});
30. }
31. }
32. }
33. info contentList;
34. // Set up API headers
35. apiHeaders = Map();
36. apiHeaders.put("anthropic-version","2023-06-01");
37. apiHeaders.put("Content-type","application/json");
38. apiHeaders.put("X-Api-Key","INSERT-API-KEY-HERE");
39. // Don't forget your API key!
40. model = "claude-sonnet-4-5-20250929";
41. requestPayload = {"max_tokens":1024,"messages":contentList,"model":model};
42. // Make API call to Claude
43. claudeApiResponse = invokeurl
44. [
45. url :"https://api.anthropic.com/v1/messages"
46. type :POST
47. parameters:requestPayload + ""
48. headers:apiHeaders
49. detailed:true
50. ];
51. info claudeApiResponse;
52. if(claudeApiResponse.get("responseCode") == 200)
53. {
54. responseBody = claudeApiResponse.get("responseText");
55. parsedResponse = responseBody.toMap();
56. claudeMessage = parsedResponse.get("content").get(0).get("text").replaceAll("\n\n","\n").remove("---").remove("#");
57. if(claudeMessage.length() > 4000)
58. {
59. claudeMessage = claudeMessage.subString(0,4000) + "...";
60. }
61. info "Claude's Response: " + claudeMessage;
62. }
63. else
64. {
65. responseBody = claudeApiResponse.get("responseText");
66. parsedResponse = responseBody.toMap();
67. claudeMessage = "*" + parsedResponse.get("error").get("type") + "* \n" + parsedResponse.get("error").get("message");
68. info "API Error: " + claudeApiResponse;
69. }
70. responseContent = {"text":claudeMessage,"card":{"title":"Claude says...","icon":"https://uxwing.com/wp-content/themes/uxwing/download/brands-and-social-media/claude-ai-icon.png"}};
71. info responseContent;
72. info zoho.cliq.postToBot(botUniqueName,responseContent);
73. return Map();

⚙️ Replace These Placeholders

BOT-UNIQUE-NAME (ⓘ How to find it?)
CONNECTION-NAME
INSERT-API-KEY-HERE

---

Mention Handler:

What does this do: This is to allow Claude to be @mentioned in any chat.

1. userMessageText = "";
2. fileAction = false;
3. repliedMessage = false;
4. if(message_details.get("message").containKey("replied_message"))
5. {
6. repliedMessage = true;
7. replyMessageID = message_details.get("message").get("replied_message").get("id");
8. messageType = message_details.get("message").get("replied_message").get("type");
9. if(messageType == "text" || messageType == "card")
10. {
11. userMessageText = message_details.get("message").get("replied_message").get("text");
12. }
13. else
14. {
15. fileType = message_details.get("message").get("replied_message").get("file").get("type");
16. if(fileType != "application/pdf")
17. {
18. return {"type":"banner","text":"Only PDF files are supported for this action","status":"failure"};
19. }
20. else
21. {
22. fileAction = true;
23. }
24. }
25. }
26. promptInstruction = "\"### Instructions ⓘ \nProvide a human-digestible, highly organized response (300-500 characters). Break down your output into bite-sized paragraphs and use bolding to guide the reader's eye. *Strictly avoid tables.* Use plenty of white space and only ### headings for a clean look. \n\n ### Formatting Protocol • \n - Bold: *text* \n - Italic: _text_ \n - Strike: ~text~ \n - Underline: __underline__ \n - Headers: ### Title \n - Quote: \"quote\" \n - Blockquote: > text \n - Bullets: Use • or → for lists \n - Emojis: Use ✨, 🚀, or 💡 to highlight key takeaways \n - Separator: --- \n\n ### and replace ** to *";
27. userPrompt = "";
28. if(message.trim().length() > 0)
29. {
30. userPrompt = "Action: " + message + "\n\n\n" + userMessageText + "\n\n\n" + promptInstruction;
31. }
32. else
33. {
34. userPrompt = "Action: " + userMessageText + "\n\n\n" + promptInstruction;
35. }
36. // Set up API headers
37. apiHeaders = Map();
38. apiHeaders.put("anthropic-version","2023-06-01");
39. apiHeaders.put("Content-type","application/json");
40. apiHeaders.put("ENTER-APIKEY-HERE");
41. // Don't forget your API key!
42. // Check if message is text-only or contains a file
43. if(!fileAction)
44. {
45. // Handle text-only message
46. requestPayload = {"max_tokens":1024,"messages":{{"content":userPrompt,"role":"user"}},"model":"claude-sonnet-4-5-20250929"};
47. }
48. else
49. {
50. // Handle message with file attachment
51. uploadedFile = invokeurl
52. [
53. url :message_details.get("message").get("replied_message").get("file").get("url")
54. type :GET
55. connection:"ENTER-CONNECTION-NAME"
56. ];
57. info uploadedFile;
58. // uploadedFile = message.get("content").get("file").get("name");
59. base64EncodedFile = zoho.encryption.base64Encode(uploadedFile);
60. if(message_details.get("message").get("replied_message").containKey("comment"))
61. {
62. comment = message_details.get("message").get("replied_message").get("comment");
63. userPrompt = userPrompt + "\n" + comment;
64. }
65. else
66. {
67. userPrompt = userPrompt;
68. }
69. mediaType = "application/pdf";
70. requestPayload = {"max_tokens":1024,"messages":{{"role":"user","content":{{"type":"document","source":{"type":"base64","media_type":mediaType,"data":base64EncodedFile}},{"type":"text","text":userPrompt}}}},"model":"claude-sonnet-4-5-20250929"};
71. }
72. info requestPayload;
73. // Make API call to Claude
74. claudeApiResponse = invokeurl
75. [
76. url :"https://api.anthropic.com/v1/messages"
77. type :POST
78. parameters:requestPayload + ""
79. headers:apiHeaders
80. detailed:true
81. ];
82. info claudeApiResponse;
83. // Extract the actual text response
84. if(claudeApiResponse.get("responseCode") == 200)
85. {
86. responseBody = claudeApiResponse.get("responseText");
87. parsedResponse = responseBody.toMap();
88. claudeMessage = parsedResponse.get("content").get(0).get("text").replaceAll("\n\n","\n").remove("---").remove("#");
89. if(claudeMessage.length() > 4000)
90. {
91. claudeMessage = claudeMessage.subString(0,4000) + "...";
92. }
93. info "Claude's Response: " + claudeMessage;
94. }
95. else
96. {
97. responseBody = claudeApiResponse.get("responseText");
98. parsedResponse = responseBody.toMap();
99. claudeMessage = "*" + parsedResponse.get("error").get("type") + "* \n" + parsedResponse.get("error").get("message");
100. info "API Error: " + claudeApiResponse;
101. }
102. responseContent = {"text":claudeMessage,"card":{"title":"Claude says...","icon":"https://uxwing.com/wp-content/themes/uxwing/download/brands-and-social-media/claude-ai-icon.png"}};
103. info responseContent;
104. if(repliedMessage)
105. {
106. responseContent.put("reply_to",replyMessageID);
107. }
108. info zoho.cliq.postToChat(chat.get("id"),responseContent);
109. return Map();
     

---

Message Action
What does it do: Allow Claude to act on any message or file.

ⓘ For files, we've extended this to only PDF file formats for now to keep implementation predictable and to avoid unsupported file formats

What we're adding:
1. When executed on any message, a form opens to prompt:

A. 🔍 Review code

Claude acts like a senior engineer who finds bugs, lists risks, suggest improvements, provides corrected code.

B. ✨ Explain like I'm new
Claude teaches you what it is, why it matters, how it works, an analogy or common mistakes for any concept.

C. 🧠 Make Mindmap
Converts content into a structured ASCII flow chart for explaining system designs, feature breakdowns or general product thinking.

D. 📌 Draft a reply

Give professional, concise business replies to address, asks clarifications, suggests next steps in a human tone. 

How to create:

1. Create a Message Action, name it Ask Claude and give any description of your choice.

2. Message properties:  Text messages, Attachments, Links

3. Enter code as instructed below:

(Copy the function name and replace it in Line. 14)

1. info message;
2. returnForm = false;
3. if(message.get("type") == "file")
4. {
5. fileType = message.get("content").get("file").get("type");
6. if(fileType != "application/pdf")
7. {
8. return {"type":"banner","text":"Only PDF files are supported for this action","status":"failure"};
9. }
10. }
11. inputs = list();
12. inputs.add({"label":"Choose an action","name":"action","mandatory":true,"type":"radio","options":{{"value":"reviewcode","label":"🔍 Review Code"},{"value":"explainthis","label":"🧠 Make Mindmap"},{"value":"ExplainlikeImnew","label":"✨ Explain like I’m new"},{"value":"Draftreplyforthis","label":"📌 Draft reply for this"}}});
13. inputs.add({"label":"More instructions","name":"additionalInstructions","placeholder":"You can provide additional instructions if needed.","min_length":"0","max_length":"500","mandatory":false,"type":"textarea"});
14. return {"type":"form","title":"Ask Claude","hint":"What would you like Claude to do? Choose an action or write your own.","name":"INSERT-FUNCTION-NAME","button_label":"Submit","inputs":inputs,"action":{"type":"invoke.function","name":"INSERT-FUNCTION-NAME"}};

Next, let's create a function and then link it up to the built-Message action to open the form:

---

Form Function:

1.Go to Functions → Name your function (Eg. askclaude) and add description
2. Select Form function
3. Create

Once created, in the Form Submit Handler, paste this code:

1. info form;
2. info message;
3. // Set up API headers
4. apiHeaders = Map();
5. apiHeaders.put("anthropic-version","2023-06-01");
6. apiHeaders.put("Content-type","application/json");
7. apiHeaders.put("ENTER-APIKEY-HERE");
8. // Don't forget your API key!
9. actionType = form.get("values").get("action").get("value");
10. promptInstruction = "\"### Instructions ⓘ \nProvide a human-digestible, highly organized response (250-300 characters). Break down your output into bite-sized paragraphs and use bolding to guide the reader's eye. *Strictly avoid tables.* Use plenty of white space and only ### headings for a clean look. \n\n ### Formatting Protocol • \n - Bold: *text* \n - Italic: _text_ \n - Strike: ~text~ \n - Underline: __underline__ \n - Headers: ### Title \n - Quote: \"quote\" \n - Blockquote: > text \n - Bullets: Use • or → for lists \n - Emojis: Use ✨, 🚀, or 💡 to highlight key takeaways \n - Separator: --- \n\n ### and replace all ** to *";
11. if(actionType == "reviewcode")
12. {
13. userPrompt = "🔍 You are a senior engineer. \nReview this code: \n• List bugs or logical errors \n• Note assumptions and risks \n• Suggest improvements \n• Provide corrected code \n• Explain why your version is better\n\n\n" + promptInstruction;
14. }
15. else if(actionType == "explainthis")
16. {
17. userPrompt = "🧠 You are a systems thinker. \n•Convert the input into a visual flow chart using plain text. \n•Strict Output Rules \n•Output ONLY inside a triple backtick code block \n•Do NOT use Mermaid \n•Do NOT write paragraphs \n•Do NOT explain anything \n•Do NOT use bullet lists outside structure \n•Use ASCII connectors to form a real flow chart \n•Use arrows (→, ↓, ↳, ├──, └──) to show relationships \n•Maintain clear hierarchy and spacing \n•One single root at the top \n•Logical directional flow (top → down) \n•Structure Requirements \n•Root node at top \n•First-level branches below \n•Subpoints indented \n•Cross-links if relevant \n•Clean spacing \n•No duplicated nodes \n•Required Format Example \n•MAIN IDEA \n•Branch 1 -> Subpoint -> Subpoint \n•Branch 2 -> Subpoint ->Subpoint \n•Branch 3 -> Subpoint -> Subpoint\n\n\n" + promptInstruction;
18. }
19. else if(actionType == "ExplainlikeImnew")
20. {
21. userPrompt = "✨ You are a teacher for beginners. \nExplain: \n• What it is \n• Why it matters \n• How it works (steps) \n• A simple analogy \n• One common beginner mistake\n\n\n" + promptInstruction;
22. }
23. else if(actionType == "Draftreplyforthis")
24. {
25. userPrompt = "📌 You are a professional responder. \nReply to this message: \n• Directly address main point \n• Ask for clarification if needed \n• Suggest next steps \n• Keep it concise and clear \n• Make sure message in a buisness casual tone, consise, human written.\n\n\n" + promptInstruction;
26. }
27. if(form.get("values").get("additionalInstructions").length() > 0)
28. {
29. userPrompt = userPrompt + "\n" + form.get("values").get("additionalInstructions");
30. }
31. // Check if message is text-only or contains a file
32. if(message.get("type") == "text" || message.get("type") == "card")
33. {
34. // Handle text-only message
35. userMessageText = message.get("text");
36. requestPayload = {"max_tokens":1024,"messages":{{"content":userPrompt + "\n\n" + userMessageText,"role":"user"}},"model":"claude-sonnet-4-5-20250929"};
37. }
38. else
39. {
40. // Handle message with file attachment
41. uploadedFile = invokeurl
42. [
43. url :"https://cliq.zoho" + environment.get("tld") + "/api/v2/files/" + message.get("content").get("file").get("id")
44. type :GET
45. connection:"ENTER-CONNECTION-NAME"
46. ];
47. info uploadedFile;
48. base64EncodedFile = zoho.encryption.base64Encode(uploadedFile);
49. if(message.get("content").containKey("comment"))
50. {
51. comment = message.get("content").get("comment");
52. userPrompt = userPrompt + "\n" + comment;
53. }
54. else
55. {
56. userPrompt = userPrompt;
57. }
58. mediaType = message.get("content").get("file").get("type");
59. mediaType = "application/pdf";
60. requestPayload = {"max_tokens":1024,"messages":{{"role":"user","content":{{"type":"document","source":{"type":"base64","media_type":mediaType,"data":base64EncodedFile}},{"type":"text","text":userPrompt}}}},"model":"claude-sonnet-4-5-20250929"};
61. }
62. info requestPayload;
63. // Make API call to Claude
64. claudeApiResponse = invokeurl
65. [
66. url :"https://api.anthropic.com/v1/messages"
67. type :POST
68. parameters:requestPayload + ""
69. headers:apiHeaders
70. detailed:true
71. ];
72. // info claudeApiResponse;
73. // Extract the actual text response
74. if(claudeApiResponse.get("responseCode") == 200)
75. {
76. responseBody = claudeApiResponse.get("responseText");
77. parsedResponse = responseBody.toMap();
78. claudeMessage = parsedResponse.get("content").get(0).get("text").replaceAll("\n\n","\n").remove("---").remove("#");
79. if(claudeMessage.length() > 4000)
80. {
81. claudeMessage = claudeMessage.subString(0,4000) + "...";
82. }
83. info "Claude's Response: " + claudeMessage;
84. }
85. else
86. {
87. responseBody = claudeApiResponse.get("responseText");
88. parsedResponse = responseBody.toMap();
89. claudeMessage = "*" + parsedResponse.get("error").get("type") + "* \n" + parsedResponse.get("error").get("message");
90. info "API Error: " + claudeApiResponse;
91. }
92. responseContent = {"text":claudeMessage,"card":{"title":"Claude says...","icon":"https://uxwing.com/wp-content/themes/uxwing/download/brands-and-social-media/claude-ai-icon.png"},"reply_to":message.get("id")};
93. info responseContent;
94. info zoho.cliq.postToChat(chat.get("id"),responseContent);
95. return Map();

When triggered: Opens a form → User selects an action → Adds additional instructions → Submits → Claude processes the selected message

And that's it. You're Claude integration is ready to be used. 

---

What's Next:

What you built today is just the foundation.

Shape it around how your team actually works. Extend it to turn discussions into action items, review PRs before they’re merged, generate standup updates, extract tasks automatically, or create knowledge snippets from resolved threads.

Start with one real pain point. Solve it well. Then layer more intelligence on top.

The structure is already there. The possibilities are yours.

🔗 Explore Zoho Cliq: Developer Platform
🔗 Explore Anthropic API Docs

Questions? Comments below. 

Looking forward how you'll build and go make it your own. 🚀

• Topic Participants

• Riya Raghunath

  

• Sticky Posts

• Cliq Bots - Post message to a bot using the command line!

  If you had read our post on how to post a message to a channel in a simple one-line command, then this sure is a piece of cake for you guys! For those of you, who are reading this for the first time, don't worry! Just read on. This post is all about how

• Add Claude in Zoho Cliq

  Let’s add a real AI assistant powered by Claude to your workspace this week, that your team can chat with, ask questions, and act on conversations to run AI actions on. This guide walks you through exactly how to do it, step by step, with all the code

• Automating Employee Birthday Notifications in Zoho Cliq

  Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

• Automate attendance tracking with Zoho Cliq Developer Platform

  I wish remote work were permanently mandated so we could join work calls from a movie theatre or even while skydiving! But wait, it's time to wake up! The alarm has snoozed twice, and your team has already logged on for the day. Keeping tabs on attendance

• Customer payment alerts in Zoho Cliq

  For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,

• Recent Topics

• WorkDrive issues with Windows Explorer Not Responding

  We are using WorkDrive to collaborate on editing video content. We have a lot of files and quite a few are a few gigs. Recently anytime I try and work with the files Explorer freezes for a couple minutes whether it's dragging the files into Premiere or

• Syncing calendar with Google Calendar doesn't work when events are sent to auto repeat

  Hi... The ZOHO CRM -- GOOGLE CALENDAR sync is broken. If I create a single event on either side, sync works, but if I create an event with auto repeat on either side it doesn't work. Furthermore, events created before the sync don't show up in the calendar.

• Organization wide Account and Contacts Visibility/Sharing Capabilities?

  Has anyone figured out a way to make visibility or sharing of Accounts and Contacts to be available across the entire organization without having to have every individual user edit their Sharing permissions? For our sales folks they need to be able to

• Mail Merge in Zoho Desk

  Hello Team, Do we have an option of mail merge within Zoho Desk like we have in Zoho CRM? We have a requirement to generate some pdf file in the form of mail merge doc from the ticket.

• Zoho vault filling in a form it's not supposed to fill in

  Hey there, I have a problem with ZOHO Vault autofill. In a software package, we have these options: For some reason zoho vault always replaces what's in the top option and fills a 2fa password in there, and then saves that value.. Meaning whatever was

• When Does WorkDrive integrate with Books?

  When Does WorkDrive integrate with Books?

• Uplifted homepage experience

  Editions: All editions. Availability update: 17th February 2026: All editions in the CA and SA DC | JP DC (Free, Standard and Professional editions) 23 February 2026: JP (All Editions) | AU, CN (Free, Standard, Professional editions) 27 February 2026:

• Quickbooks Integrations Stopped Working

  All of our Quickbooks integrations have stopped working. I am checking in to see if: a) this is a known issue b) if anyone else is having this issue. As usual, Zoho support is unavailable.

• Notification of Interaction Assignment

  If a user is assigned an interaction, they should be notified via email. These are almost useless because if I assign an interaction for someone to respond to, they dont know that I assigned it to them without me telling them or them logging in and discovering

• Countries List Global Set- Complete with Phone Country Code and Continent.

  Dear Zoho Team I saw your recent addition to the Global Sets regarding the Countries list and states. While working on it, why didn't you also add things like Continent and Phone Country Code? Also, some ISO codes from some Countries/regions are mis

• Custom Display Field for Lookup Dropdowns in Zoho CRM

  Could Zoho CRM support changing the display field in lookup dropdowns, like Zoho Creator does? This would make it much easier to select the right record by showing a more useful field instead of only the default one. It would improve speed, clarity, and

• Message as bot

  I would like to be able to send a Cliq message truly as a bot. the current implementation of this function, while it sends the message as a bot it sends that message inside a chat from the user how authenticated the flow cliq connection instead of directly

• Custom Button makes scroll bar go down in report

  I have a report with a Custom button called Completed. A colleague mentionned to me that when he pressed this custom button it scrolled down the page which is annoying since he want to stay at the same space on the repoort. There is no reload linked to

• 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

• See a list of all records enrolled in a cadence?

  I am looking for a way to see a list of all leads or contact currently enrolled in a cadence. I do not see any way to do this through the cadence UI.

• Manage Testing Process in Zoho Sprints

  Agile framework supports a robust quality assurance system that incorporates continuous testing throughout the development lifecycle of the product. The agile testing team focuses on planning the testing around the development, identifying defects early

• Books <-> CRM synchronisation with custom Fields

  Hello, We are synchronising Books Customers with CRM Accounts. In CRM Accounts I set up last year a "segments" multiselect field shown below In Books, I set up a custom multi-select field with the same value as in the CRM And set up the synchronisation inside Books. Want to synchronise the Books Segments with the CRM Segments, but the later doesn't exist, and another non-existing is there ?! First, I don't understand where the field Segmentation is coming from. Second, I set CRM Segmentation to sync

• Trouble with using Apostrophe in Name of Customers and Vendors

  We have had an ongoing issue with how the system recognizes an apostrophe in the name of customers and vendors. The search will not return any results for a name that includes the mark; ie one of our vendors names is "L'Heritage" and when entering the

• Recording overpayment?

  So a customer just overpaid me and how do I record this? I can't enter an amount that is higher than the invoice amount. Eg. Invoice is $195 and he sent $200. He's a reccuring customer so is there a way to record so that he has a $5 advance for future invoice?

• Zoho Books | Product updates | February 2026

  Hello users, We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience. Introducing Advanced Reporting

• Introducing the New Zoho Assist Quick Support Plugin

  We are thrilled to announce the new Zoho Assist Quick Support Plugin, the upgraded and enhanced version of the Zoho Assist Customer Plugin. This new plugin allows organizations and IT administrators to deploy it directly onto their customers’ devices,

• Automate your signing workflows with Zoho Sign + n8n

  Hello! We're excited to announce that Zoho Sign is now available as a community node on n8n, a popular open-source workflow automation platform used by tens of thousands of teams worldwide. n8n lets you connect apps, APIs, and services through a visual

• Ask the Experts 27: Onboarding and managing agents

  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

• Retainer invoice in Zoho Finance modlue

  Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.

• Spotlight #27: Embed visual collaboration Spaces in your presentations using the Vani add-on

  Hello everyone! This month’s spotlight feature is the Vani add-on for Zoho Show. Every time you pause your presentation to open another tab or pull up supporting material, you lose a bit of momentum. At Zoho Show, we design features that keep everything

• CRM

  Is anyone else experiencing this issue? Our company is not moving out of using Gmail's web app. It just has more features and is a better email program than Zoho Mail. Gmail has an extension (Zoho CRM for Gmail) that we're using but we've found some serious

• Good news! Calendar in Zoho CRM gets a face lift

  Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

• Global Search / Command Palette in Live App

  Zoho Creator applications can contain many forms, reports, pages, and dashboards. While navigation inside the app is smooth, users still need to move through multiple menus or screens to find specific records or open particular modules. Currently, in

• New 2026 Application Themes

  Love the new themes - shame you can't get a little more granular with the colours, ie 3 different colours so one for the dropdown menu background. Also, I did have our logo above the application name but it appears you can't change logo placement position

• Smarter appointment allocation with round-robin distribution

  Greetings from the Zoho Bookings team! We’re excited to introduce the Appointment Distribution feature, a new way to decide how appointments are assigned among users. By default, appointments are distributed evenly across all event types, but this enhancement

• Dynamic image in form works in the app but not on the customer portal.

  img = frm_Fichas[ID == input.Nombre].Foto; imgno = Nophoto[ID2 = 1].Image; if(len(img) > 1) { img = img.replaceAll("/sharedBy/appLinkName/",zoho.appuri); img = img.replaceAll("viewLinkName","Fichas_de_personal_public"); img = img.replaceAll("fieldName","Foto");

• A2P 10DLC Opt-in Rejection Issue with Zoho Creator Public Form

  Hi everyone, I’m working on an A2P 10DLC SMS campaign and running into repeated rejections due to opt-in issues. I’m using Zoho Creator for the registration flow. The form is public (no login required). Users enter their phone number and there is an unchecked

• Make Quick Edits to Images Before Attaching

  Hello everyone, We have enhanced how attachments are handled in tickets to help agents preview and share files more efficiently in Zoho Desk. Agents can preview image attachments before adding them to tickets and edit them using attachment annotator.

• 3/18 オンライン勉強会のお知らせ Zoho ワークアウト （無料）

  ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 3月開催のZoho ワークアウトの開催が決定しましたのでご案内します。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/BoNTN7zYR8OvOPGShqBY0A ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベントです。

• Incorrect Functioning of Time Logs API (Version 3)

  We need to fetch the list of time logs for each task for our company internal usage. We are trying to achieve it by using the next endpoint: https://projects.zoho.com/api-docs#bulk-time-logs#get-all-project-time-logs Firstly, in the documentation the

• Extend color coding to custom picklist fields

  Objectively, Projects has the best UI of any Zoho app — clean, intuitive, and never feels bloated. Big props to whoever owns the design. Feature request: color coding for custom picklist field values in field customization. You've already done it in two

• New in Office Integrator: In-sheet text translation

  Hi users, We're pleased to introduce translation capability in the spreadsheet editor in Zoho Office Integrator. This allows you to translate the text in your spreadsheet's cells into 70+ languages from within your web app. Office Integrator's spreadsheet

• What is the best way to convert MSG file to Word format?

  The best way to convert MSG files to Word format is by using a reliable and professional tool Aryson MSG file Converter. Manual methods are often time-consuming and may not preserve email formatting, attachments, or metadata accurately. In contrast, Aryson

• Streamline email communication with Out of Office configuration

  Managing user communication effectively is the key to ensuring timely responses and consistent messaging. However, when users are unavailable, the absence of an Out of Office response can lead to delays and missed expectations. Managing these settings

• ZOHO CRM Button Integration

  Hi Team, I’m currently working with Zoho CRM along with a custom application where I fetch deal details from the CRM and use them based on my requirements for each deal. Now, I want to enhance this setup. I plan to create a button on the Deal Detail page

• Next Page