• How to use the Open Trigger in workflows? What is the API endpoint?

  When designing a workflow, I want to use the Open Trigger ("ON USING API") It allows to generate an API key, but where is this API key to be used? What's the endpoint? I found this endpoint "Trigger Contacts" in the API docs, https://www.zoho.com/campaigns/help/developers/trigger-contacts.html

• Empty Values in Mandatory Field in Zoho Creator Report

  Dear Zoho Support Team, We are facing an issue in our Zoho Creator application where a mandatory field in one of our forms is showing as empty in the report. Despite making the field mandatory and preventing duplicate entries, some records still have

• SalesIQ - Chatbot fails to assign user id to tickets in Zoho Desk

  I've run into this issue where chat bot when associating a ticket for zoho desk can create the ticket just fine and pull the information until I add an assignee ID. then it always fails. Is there something i'm missing? i've attached setting that does

• Backup Log Sorting

  The sorting in the Data Backup log is odd. It should be sorted newest first or allow sorting defaults. It's currently all over the place and hard to figure out when it was last backed up.

• The format of the "Total Response Time" data is strange

  I'm trying to create an "Average Reply Time" KPI on our Zoho Analytics account but can't achieve it because the data collected by Desk seems to be very strange. The "First Reply Time" data is very clean and neat compared to it. Could you please take a look at this data and tell us why we are seeing these strange values with more than 7 digits in them. The data columns that we are looking at are named as "Resolution Time in Business Hours", "First Response Time in Business Hours" and "Total Response Time

• Workdrive API search is not returning enough results

  Hello, I have a parent folder with 2 subfolders ("Legalización" and "Legalización - automática"), but my search is only returning 1 ("Legalización - automática"). The parameters search[name]=Legalización and filter[parentId]) should return the 2 subfolders

• unable to connect Bigin to IMAP

  I actually connect and Bigin gives me a message saying configuration successful, however I cannot receive incoming emails. I know they are connected to a contact, and I can send outbound email just fine, but no matter what I do I cannot get inbound. Any

• Image problem between Zoho Desk and Zoho Project

  Hello, We have a problem on image transfer between Zoho Desk and Zoho Project with Zoho Flow. When we want to retrieve the ticket content to create a task, the image does not work. What can we do? Example : Ticket content : Task content : Flow :

• Participant List Not appearing on calendar

  When I create a Meeting in Zoho Meetings, the meeting automatically creates an appointment on the host's and the invitee's Google Calendar (as expected/requested based on our integration). However, the Google Calendar event displays the name of the invitee

• No Today's Date logic in workflow

  I have worked on this for months and there's no way to have a date based automation in a custom workflow. To not overcomplicate things this is basically what I want to do. Send a series of emails based on the current date. Example: 01-01-25 send email

• Problem accessing zoho Project with Loading page

  Hi, We seem to have a problem getting to load zoho project portal recently. It keep showing a 'Loading' message and it takes extremely long. (Tried: Google Chrome, Edge and Firefox browsers) Is there a problem across the other client or just happen in MY server? Looking forward some reply from zoho support. Thank you.

• Campaigns editing my HTML code

  Hi, I'm trying to create a section of an email that uses an external image but Zoho Campaigns keeps editing my code as soon as I save it. Here's what I'm adding: <img src="http://gen.sendtric.com/countdown/byi3i7wg9h"> And here's what it's doing: <img

• i am facing Problem to authenticate myself for running any of the CRM Api

  i have generated a server based Client and get code from the zoho further i am trying to run get token api but getting invalid Client, Please help me to resolve my issue.

• Custom Function pulling Incorrect Information

  Good afternoon, I have a custom function (created with the help of Zoho support) which takes information from the contact record in order to create a deal. When we select a blueprint button in the contact record, to send out an application form, it pops

• Custom function mapping incorrect date

  Hello, I'm trying to debug a custom function that seems to map an input date incorrectly to another field when executed through our ticket blueprint. Here is the test code I'm using: data = Map(); data.put("cf",{"cf_test_date":activationDate}); info zoho.desk.update(<orgID.>,"tickets",ticketID,data);

• Signature missing from signed document

  When I download a document which I have asked two people to sign one of the signatures is not appearing and both parties have already signed. How can I resolve the missing signature?

• .Please someone help me with .salesiq.domain()

  Hello, I have a domain, camisashabers.com.mx, and a subdomain, tienda.camisashabers.com.mx. I have placed the required code before the </body> tag on both the domain and subdomain, but it isn't working correctly. When a visitor moves from the domain to

• Variable rate per hours?

  Variable rate per hours? We are using the following billing method for our projects: Based on Staff Hours. The reason is simple we have many users, and they all have a different rate per hour cost to the customer and, they all have a different cost for

• Is there no page for the list of the Task-List Templates?

  I DO NOT MEAN WITHIN A SPECIFIC PROJECT. I am looking for a general main page where I can add/edit/delete task template lists. Where do they save to after I create them? I can view all projects on the project page, and all tasks on the task page. So where

• Zoho Forms currency field to Zoho CRM currency field : unexpected input type

  Hi, I posted this issue to support and didn't get a satisfactory response, so I am posting this here. I am integrating Zoho Forms to Zoho CRM with Zoho Flow. When I map currency fields form Zoho Forms directly to Zoho CRM currency fields, I get the error: "Invalid input. The expedcted input type is currency". Support told me that Zoho CRM currency field is expecting an integer. It seems like zoho Forms output is string. What would be the workaround to map Zoho Forms currency fiedl to Zoho CRM currency

• Terrible Customer Support experiences with Zoho the norm

  I've been using Zoho for several years and my experiences has been: Even when we describe the issue clearly, Zoho Support's first response will ALWAYS be to provide far more detailed information, or to create a video recording of us reproducing the error,

• Zoho Campaigns' signup form not working:

  Hi, community! I have an issue regarding a signup form made from Zoho Campaigns. After submitting I am redirected to a page with the text "Problem in optin - An unknown error occurred. Please try after some time." Could you please help me? This is the signup form URL: http://zc.vg/RGg9V Thanks in advance and best! PS. Issue occurs both with signup form URL and with the form embed into my website.

• An agent not getting email notificatins.

  Hello Zoho Desk Support Team I am using Zoho Desk free edition and one of our agent not getting email notifications. But all others are getting notifications without any issue.  Please help on this. Thank you, Ruwan

• Issue with Email Not Sending via Flow in Zoho CRM

  Hi everyone, I’m having trouble with a flow I set up in Zoho Flow. I’ve created a custom module called “Allievi” in Zoho CRM, and I want to automate email sending whenever a new contact is added to this module. The flow triggers without any errors, but

• Difference between Users and employees and same in apis

  Hi Zoho team, I have zoho account and i am integrating the zoho withe other applications like octa etc. I am using API - https://people.zoho.in/people/api/forms/employee/getRecords to get all users. There are 4 users and 3 employees in UI, I am able to

• Zoho - Temporarily Unavailable

  Good morning, Saw this message when I tried to open Zoho CRM We'll be right back! Our service is temporarily unavailable. We are currently working to restore it. Please try again later.. Can you please advise?

• Summary Table Export Issue - CSV only shows header row & no data

  Hi there, I'm having an issue where my new Summary Report does not export correctly, if I export to CSV, the resulting file only contains the header row & no data. Any ideas what could be the issue here? Thanks, A

• The Support Plan module doesn't calculate the correct credits for a multi-year contract

  When we create a contract that spans more than a year, the remaining credits for the support plan are not correctly calculated.

• Ability to import Linkedin URL to Zoho Recruit

  Hi, Zoho Recruit candidate import works well. However, I don't understand why we don't have the ability to import the Linkedin URL from a CSV file. Since, there is no Linkedin Recruiter integration I export a csv file from Linkedin Recruiter and then

• Self Client invalid_code Error

  Hello, We are trying to use the Zoho CRM SDK version 7.0 for Node.js, with an API Self Client. We have our Self Client ID and secret saved, and have generated 2 different refresh tokens. Every time the SDK tries to get an access token using either of

• Two search boxes in CRM with Keyboard Shortcuts enabled

  Hi If I enable keyboard shortcuts (which are very handy) I get two search boxes appearing when I hit the forward slash (/) key to bring up a search box. And the fun thing is, neither of them works when you type stuff in unless you close one of them. Given

• How to delete Composite Item Bundle to put back the bundled items into stock

  In the docs it mentions this (https://www.zoho.com/za/inventory/help/items/composite-items.html#deleting-a-bundle) But i dont see where this screen is to show bundles? I can create bundles only after creating a composite item, but I dont see any menu

• Zoho Bulk Write API

  Request i am making to upload the file !curl "https://content.zohoapis.com/crm/v6/upload" -X POST -H "Authorization: Zoho-oauthtoken 1000.xxxx" -H "X-CRM-ORG: xxxx" -H "feature: bulk-write" -F "file=@sample2.csv.zip" Response: {"x-error":"Check if headers

• The posting title field under the application module doesn't show all positions.

  Posting title field under the Applications module doesn't show all positions. The filter only shows positions from A to D and even if you search a position that starts after D it wont show. (see attached video)

• Widget Init Params not working in ZC Mobile App

  Hi, I am trying to fetch the Logged In User and show it in a field. I have attached the screenshots for both the mobile app and Web View. As you can see in the web view I am able to see the logged-in user email id but in the mobile app, its showing undefined.

• domain registrar allows to create the MX record with the highest priority of 20.

  My domain registrar Reg.ru allows to create the MX record with the highest number of 20. What should I do with the third MX record, which should have priority 50?

• Notification Center doesn't update anymore

  We are used to using the Notification Center of the Zoho Desk to follow all tickets updates, but I've noticed its last notification was from 11 days ago, as shown in the image below. How I can found out why this happened, and how can I resolve it?

• Import Hidden Excel Worksheets

  Hi All, Seems a bit of a simple one however I have ran into some difficulty, we are wanting to automate the import of our sales data from our Point of Sale system into Zoho Analytics. Due to other complexities the only method that we can achieve this

• Is Zoho Flow down for anyone else?

  There was an error. I can't see any records and the flows are not functioning properly. It just says " Request was rejected due to server error"

• Hidden Module Showing

  Hello guys, I have set a salesperson user and role in Zoho Books, activated a few modules like customers, invoices and expenses, and initially activated Items module as well, but as I noticed then that the salesperson can see purchase cost in the items

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