Post to Bot doesn't work for Clickup extension

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• Communicate, collaborate, and drive projects to success with the Zoho Cliq - Zoho Projects integration

  Context switching between apps is a problem you shouldn't have to deal with. Let's say you find a new project issue or want to add a task in Zoho Projects. You should be able to do both of these tasks right from where you're already collaborating. Thanks to Zoho Cliq's new integration with Zoho Projects, you can now manage your project issues, tasks, and milestones from right inside your chat window. Steps to install the extension The Zoho Projects for Zoho Cliq integration is available for installation

• Recent Topics

• Permissions on Views

  Having the option of any agent creating custom views is firing back and got a situation where there are a hundred different views across the team and tickets are not being dealt in the most efficient of ways.  Tickets seems to be missed by some agents, whislt others have customized their columns in a way that due dates are not visible and not being respected. There needs to be control on this function in order to have a standard set of views and the ability to prevent users from performing customizations

• Looking to Hire: Zoho Creator Developer for Vendor Dashboard Portal

  We are a Florida-based licensed liquor distributor using Zoho Books, Inventory, CRM, and Analytics. Many of our vendors are also our customers. We’re looking to build a centralized, secure Vendor Dashboard Portal in Zoho Creator that gives access to real-time

• What is Resolution Time in Business Hours

  HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistance

• Repeating Images in Emails

  Some emails have images that are repeated when viewed both on the web client (mail.zoho.com) and when using the Zoho Mail android app. It looks like perhaps some of the email styling is being ignored or applied incorrectly, as a brief inspection of the

• Can we customize the default client-facing icons?

  Is there any way to customize the client-facing icons that display in the Zoho Bookings UI?  For example, I'm using the Default page theme and would like to modify the default icon that is shown beside "Service."  The icon currently being shown looks like a baseball hat to me (see attached screenshot) which has no relevance to my business or clients. It would be great if Zoho could provide a different, more generic icon (perhaps a bell icon to represent service?) or better yet allow the icons to

• Quick Create needs Client Script support

  As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

• How to change the default module A"leads" to customised module "abc" in Zoho while integrating the leads from Skrapp!

  How to change the default module A"leads" to customised module "abc" in Zoho while integrating the leads from Skrapp!

• Estimating Project Costs in Zoho Projects – Based on Hours and External Costs

  Hi everyone, I'm currently setting up a project in Zoho Projects and working on implementing a budgeting structure. I’ve already enabled cost tracking based on hours logged to tasks, but I’m looking to expand this to estimate total actual costs, based

• Por que utilizar o Zoho Creator 6?

  No cenário atual, as empresas enfrentam o desafio constante de adaptar seus processos com agilidade e eficiência. É aí que entra o Zoho Creator 6, a mais recente versão da poderosa plataforma low-code da Zoho — e no nosso novo vídeo, mostramos exatamente

• Bigin iOS app update - Introducing Card Scanner and initiating WhatsApp conversations using pre-approved templates.

  Hello everyone! In the latest iOS (v1.11.3) version of the Bigin app, we have introduced the following features: Card Scanner Initiating WhatsApp conversations. Card Scanner: Our new Card Scanner feature extracts contact information from business cards.

• Kaizen #154 - Dynamically Update Picklist Values in Zoho CRM Workflows

  Hello all! Welcome back to another interesting Kaizen post. Today, we will discuss how to add automatically or remove values from a picklist field using Deluge within a workflow. This post serves as a solution for the forum post. Use case The sales team

• Zoho Bookings <> Oulook

  When a user has their Outlook connected to Bookings should it be able to recognise existing meetings and not give those as available options ? If so, how long is the sync time : ie If i were to put a private meeting at 3pm in my Outlook, how long would

• Currency Field Does Not show commas upon entry - leading to inaccurate entries!

  Hello Zoho.. When our sales reps are entering deals and the profit/revenue it is difficult to accurately enter numbers with lots of zeros when there commas are NOT added until the record is saved. Could commas be added to this filed type as it is being

• Anyone get the OpenAI API to work in Zoho Meeting?

  Has anyone been able to get the OpenAI API to work in generating meeting summaries? I have been trying, but I get an error that says "OpenAI key notes request rate exceeded. Please try again later or upgrade your open AI account." I contacted Zoho support

• How to find the number of companies within contacts

  I'm trying to track our database growth and want to find out how many companies we have in our database. is there an easy way to do this?

• m2 is converted to Kader when switching from Dutch to English

  By default, our company works in Dutch. We sell a lot of products with m2 as a unit. Now we've noticed that if we change the language in Zoho to English, the usage unit 'm2' gets replaced by 'Kader'. We've got no idea why. I'd expect that the translation

• Using IMAP configuration for shared email inboxes

  Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

• UI and other enhancements in Community module

  Hello everyone, The Community module has undergone a UI revamp to improve user experience. In addition, we have introduced Status Board and Bulk Approval of posts to provide better engagement. Improved User Interface The new interface brings the following

• Check Validation Rules all fields on Quick Edit on Record Details Page

  I've added validation rules for some fields in a module — let’s say 3 out of 6 fields have rules. On the Edit Page, if any of those fields have an error, I can’t save the form — which is good. But on the Details Page, I can still quick edit other fields

• E-Invoicing Automation

  Do you have an API endpoint for pushing the invoice through the e-tims for Kenya

• Easy way to create task from call

  In Bigin I would like to have easy way of creating the tast directly from the call. Now after the call I need to enter company record and create task there. There must be some easier and more user friendly way to create new task after the call!

• How to design a big system diagram?

  Hey, we are implementing a huge CRM system including all our departments into the CRM, just like the new UI "CRM for everyone" motivates to do. We used Draw.io to predesign everything inside of a diagram. Something like blueprints, modules, custom fields,

• Can we have Backorder Management ?

  Can we have Backorder Management ?

• Create Funnel to Track Email Outreach Conversion

  Hello, We would like to create a funnel that measures: N° of emails sent -> N° of emails opened -> N° of emails responded We would like to measure this email response conversion rate for each of our SDRs. We use the analytics tool of Zoho CRM and not

• Performance -> Extend Service -> Forms: How to use created form?

  So I have created a new Annual Evaluation form (cloned from the original one) and now I want to use it in an Appaisal cycle. QUESTION: How can I associate the form with the new Appraisal Template? Also, what is the difference between an Appraiser and

• Zoho CRM - Rollup Field for "Total Calls TODAY"?

  Good afternoon, I'm trying to build a field that will track the total number of calls made to a lead in one day. This way i can organise my call queues by this to prioritise leads without an attempt. I can put in a Rollup field for *total* calls made

• Magento 2 as data source for Analytics

  I see that Shopify is in Beta as a data source, any change that Magento 2 is in the works? We currently use Metrilo to parse our eCommerce data for marketing and would love to keep that inside our Zoho ecosystem. Thank you!

• validation function for Stage QC means QC Done fileupload field not empty on Save

  validation function for Stage QC means QC Done field field not empty . if the fileupload has value also it showing the false statement on save how i fix this Also one more concern is Custom validation function work on blue print transaction. ///this is

• Adding string / text fields to modules

  I'm working on a custom leads module with a layout for call center agents.  I need to add text fields that are for display purposes only to prompt call center agents.  I haven't found any way to add a field in Zoho CRM that doesn't accept input, ie. is

• Avalara Integration To Simplify Tax Calculations

  We are delighted to inform you that Zoho FSM now allows integration with Zoho Books accounts that have Avalara integration enabled in them. Designed for businesses operating across different regions and jurisdictions, Avalara ensures tax accuracy by factoring

• Restrict card movement in Kanban View

  Hello everyone, I’m wondering if there’s a way to prevent users from moving Deal cards in the Kanban view when grouped by Stage. On the Deal details page, I’ve implemented several validations to ensure users cannot change stages until all conditions,

• How to handle multiple languages (Resume parser, Job opening, job board, career site) ?

  We are looking to bring Zoho Recruit to a market that needs to support 2 languages. The first thing we need to make sure is that the Candidate be flag with the language they speak. This is easy enough make a custom field that as the desire languages.

• Zoho Sign & Analytics

  Hi, Is it possible to import data from Sign into Analytics?

• adding attachment in sendmail script where attachment is in a CRM field

  Hi all, I have a custom field of type 'File Upload' in one of my modules in my CRM. I want to include the file in that field as an attachment to an email - which is done from a button on  the 'Results' module. I have created a script and a button to initiate an email from that module. The Deluge scripting window has allowed me to add arguments for all the fields I need to use except for the one file upload type field. My script currently looks like the below (content of the email omitted). As you

• How to unvoid sales order ?

  Helo, We need to make a credit not from a voided invoice, which is linked to a voided sale order. I can't find a way to unvoid a sale order. There only a way to convert it to a Purchase order instead... The invoice can't be send back to draft because of the voided sale order. From a accountancy point of view, and treacability, we can't make a standalone credit note. What is the usual procedure? Thanks

• Zoho Assist not rendering NinjaTrader chart properly

  Hi everyone. Just installed and testing Zoho Assist. I want to display my laptop' screen (Windows 11) on a monitor connected to my Mac mini. The laptop is running a stock trading program called NinjaTrader. Basically, when running, this program displays

• CRM->INVENTORY, sync products as composite items

  We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,

• openUrl in blueprints

  My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logically

• Transfer image url from Zoho Forms to Zoho Analytics

  I am storing an image in a zoho form. When I pull the data from the form into zoho analytics the image field does not import. How do I pull in the image url location or the image into Zoho Analytics.

• Modules are continuously loading

  Hi! We are not able to open the task modules, it keeps continuously loading

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