Automation

• Topic Participants

• Greg Aanes

  

• J U Athulya

  

• Recent Topics

• Automatic Project Owner change

  Is there a way to change Project Owner automatically once a specific Milestone in a project is marked as completed. Different Teams are working on projects in our Org, they have their own Milestones to complete and so we transfer the project from team

• Supervisor Rules - Zoho Desk

  Hi, I have set up a Supervisor Rule in Zoho Desk to send an email alert when a ticket has been on hold for 48 hours. Is there a way to change it so that the alert only sends once and not on an hourly basis? Thank you Laura

• ResponseCode 421, 4.7.0 [TSS04] Messages from 136.143.188.51 temporarily deferred due to user complaints

  Had email bounce. Let me know if you can fix this. Thanks. Michael

• Zoho Canvas - Custom templates for related lists

  Hi, I see that the example pages load always one of our related lists in a custom template, but I dont know how to work with that:  1) How can i make my own custom templates for related lists?  2) Where and how can i check out existing custom templates?

• Track Zoho Campaign and Workflow sales impact

  I am attempting to measure the performance of our marketing workflows and campaigns by comparing the date each campaign was sent to a contact with the purchase date of the contact. For example, if Contact A was sent Email A on 9/1 and made a purchase

• Automation #15: Automatically Adding Static Secondary Contacts

  Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have Terence

• Fuel up your sales with the Zoho SalesIQ + Bigin integration

  Hi everyone! We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again. Let's

• New Zoho triggers Google Dangerous flag due toabnormal charcters

  Just signed up and doing my first email test. I sent it to my google email account but it got flagged as Dangerous" due abnormal characters. My DNS setup looks ok. Page snips attached Help Please Thanks, Rick DC PowerWorld

• Top Bar Shifting issue still not fixed yet

  I mentioned in a previous ticket that on Android, the top bar shifts up when you view collections or when you're in the settings. That issue still hasn't been fixed yet. I don't wanna have to reinstall the app as I've noticed for some reason, reinstalling

• Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

  Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

• Triggering Zoho Flow on Workdrive File Label

  Right now Im trying to have a zoho flow trigger on the labeling/classification of a file in a folder. Looking at the trigger options they arent great for something like this. File event occurred is probably the most applicable, but the events it has arent

• Is there a way to set Document Owner/Sender via the API

  When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?

• SendMail to multiple recipients

  Hi, I'm trying to send an email to a list of recipients.  Right now the "to" field is directed to a string variable. (List variables won't work here). In the string variable, how can I make it work? trying "user@app.com;user2@app.com" or "user@app.com; user2@app.com" just failed to send the emails. Ravid

• Populate drop down field from another form's subform

  Hello, I found how to do that, but not in case of a subform. I have a Product form that has a subform for unit and prices. A product might have more than one unit. For example, the product "Brocoli" can be sold in unit at 3$ or in box of 10 at 25 $. Both

• Usar o Inventory ou módulo customizado no CRM para Gestão de Estoque ?

  Minha maior dor hoje em usar o zoho é a gestão do meu estoque. Sou uma empresa de varejo e essa gestão é fundamental pra mim. Obviamente preciso que esse estoque seja visível no CRM, Inicialmente fiz através de módulos personalizados no próprio Zoho CRM,

• Signup forms behaviour : Same email & multiple submissions

  My use case is that I have a signup form (FormA) that I use in several places on my website, with a hidden field so I can see where the contact has been made from. I also have a couple of other signup forms (FormB and FormC) that slight differences. All

• getting error in project users api

  Hello, I'm getting a "Given URL is wrong" error when trying to use the Zoho Projects V3 API endpoint for adding users to a project. The URL I'm using is https://projectsapi.zoho.com/api/v3/portal/{portalid}/projects/{projectid}/projectusers/ and it's

• Change total display format in weekly time logs

  Hi! Would it be possible to display the total of the value entered in the weekly time log in the same format that the user input? This could be an option in the general settings -> display daily timesheet total in XX.XX format or XX:XX.

• Problem with Submit Button Design

  I have made a template to apply to my forms and under the button controls, I have it set to "standard" and yet it's still filling the container. This is super frustrating and looks weird. Why do we not have full control over button size? How can I fix

• In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subf

  In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subform update Invoice , there i have date field,Invoice number

• Different Company Name for billing & shipping address

  We are using Zoho Books & Inventory for our Logistics and started to realize soon, that Zoho is not offering a dedicated field for a shipping address company name .. when we are creating carrier shipping labels, the Billing Address company name gets always

• How to display historical ticket information of the total time spent in each status

  Hi All, Hoping someone can help me, as I am new to Zoho Analytics, and I am a little stuck. I am looking to create a bar chart that looks back over tickets raised in the previous month and displays how much time was spent in each status (With Customer,

• Zoho Projects iOS app update: Global Web Tabs support

  Hello everyone! In the latest version(v3.10.10) of the Zoho Projects app update, we have brought in support for Global Web Tabs. You can now access the web tabs across all the projects from the Home module of the app. Please update the app to the latest

• Zoho Community Weekend Maintenance: 13–15 Sep 2025

  Hi everyone, We wanted to give you a heads-up that Zoho Community will undergo scheduled maintenance this weekend. During this period, some community features will be temporarily unavailable, while others will be in read-only mode. Maintenance Window:

• Agent Performance Report

  From data to decisions: A deep dive into ticketing system reports An agent performance report in a ticketing system provides a comprehensive view of how support agents manage customer tickets. It measures efficiency and quality by tracking key performance

• Show both Vendor and Customers in contact statement

  Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer, 

• URL validation

  We use an internal intranet site which has a short DNS name which Zoho CRM will not accept.   When attempting to update the field it says "Please enter a valid URL". The URL I am trying to set is http://intranet/pm/ Our intranet is not currently setup with a full DNS name and given the amount of links using the shortname probably isn't a feasible change for us.

• Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture??

  Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture ??

• How can I adjust column width in Zoho Books?

  One issue I keep running into is as I show or hide columns in reports, the column widths get weird. Some columns have text cut off while others can take a fourth of the page for just a few characters. I checked report layout guides and my settings, but

• Invalid value passed for file_name

  System generated file name does not send file anymore - what is the problem?

• Custom Function for Estimates

  Hey everyone, I was wondering if there was a way to automate the Subject of an estimate whenever one is created or edited: * the green box using following infos: * Customer Name and Estimate Date. My Goal is to change the Subject to have this format "<MyFirm>-Estimate

• This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

  I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

• Search in module lists has detiorated

  Every module has a problem with the search function :-/

• YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign

  Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave in

• Search in module lists has detiorated

  Every module has a problem with the search function :-/

• Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens

  find attached extract of my report

• Add Zoho Forms to Zoho CRM Plus bundle

  Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and

• Bigin: filter Contacts by Company fields

  Hello, I was wondering if there's a way to filter the contacts based on a field belonging to their company. I.e.: - filter contacts by Company Annual Revenue field - filter contacts by Company Employee No. field In case this is not possibile, what workaround

• Has Zoho changed the way it searches Items?

  Right now all of our searches have broken and we can no longer search using the SKU or alias. It was fine last night and we came in this morning to broken.....this is impacting our operations now.

• Refunds do not export from Shopify, Amazon and Esty to Zoho. And then do not go from Zoho inventory to Quickbooks.

  I have a huge hole in my accounts from refunds and the lack of synchronisation between shopify , Amazon and Etsy to Zoho ( i.e when I process a refund on shopify/ Amazon or Etsy it does not come through to Zoho) and then if I process a manual credit note/

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