Kaizen 213 - Workflow APIs - Part 1

Kaizen 213 - Workflow APIs - Part 1


Welcome to another week of Kaizen!

If you have ever managed complex business processes, you know that Workflows are the quiet backbone of any well-run business process. They keep things moving; assigning owners, sending alerts, keeping deals on track, and much more. But until now, you could not manage them via APIs. That changes with the release of Workflow APIs.

In this series, we will work through a real-world scenario together, showing you how to transition from manually managing workflows to governing them using APIs. We’ll look at Zylker Cloud Services, an IT solutions provider trying to bring order to its growing CRM automations.

The use case: Scaling the sales process at Zylker Cloud Services 

Zylker’s sales process touches multiple teams and modules like Leads, Deals, Calls, Appointments, etc. Over time, different team members created their own workflows. The result is familiar to anyone who has scaled fast:

  • Multiple versions of what should be the same process

  • Old, unused workflows still running.

Now, Zylker wants to bring structure and visibility to this automation sprawl. Their system administrators are building a custom admin dashboard to monitor and manage CRM workflows, without needing deep CRM expertise.

They want to:

  • Display a real-time list of all workflows with their status

  • Gain insights into workflow distribution across modules

  • Identify inactive or outdated workflows that may need cleanup.

However, the CRM UI only allows viewing one workflow at a time. There is no consolidated view to see all workflows, their triggers, and their status across modules. That makes auditing and governance tedious and error-prone, especially at scale.

This is exactly what the Workflow APIs solve. With this, they can:

  • Audit all existing workflows.

  • Review how and when they trigger.

  • Identify which modules and actions are supported before creating new rules or updating existing ones.

  • Update existing rules and create new rules.

  • Delete the rules that are no longer needed.

You can not build a dynamic admin dashboard or an automated audit system for Workflows through just clicks. But you can do this now, with Workflow APIs.

STEP 1: Discover and audit existing workflows

Before changing anything, we need to understand what we are working with. How many workflows do we have? What do they do? How many more can we create?

To get a complete inventory of Workflow rules, we can use the GET Workflow Rules API. This API returns a list of all the Workflow Rules configured for the CRM account.

Sample Request:

GET {api-domain}/crm/v8/settings/automation/workflow_rules

This initial audit acts like a master list, giving us an overall picture. It helps understand the scope of the automation landscape and identify obvious redundancies, like multiple workflows with similar names or purposes.

Sample Response:

{

    "workflow_rules": [

        {

            "created_time": "2024-01-15T14:20:30+05:30",

            "execute_when": {

                "details": {

                    "trigger_module": {

                        "api_name": "Deals",

                        "id": "4876876000000002181"

                    },

                    "repeat": false

                },

                "type": "create_or_edit"

            },

            "editable": true,

            "module": {

                "api_name": "Deals",

                "id": "4876876000000002181"

            },

            "deprecated": false,

            "deletable": true,

            "description": "Alert VP of Sales for high-value opportunities",

            "source": "crm",

            "created_by": {

                "name": "Matthew Mayers",

                "id": "4876876000001360001"

            },

            "last_executed_time": null,

            "modified_time": "2024-01-23T12:23:12+05:30",

            "name": "VP Alert - High Value Deal",

            "modified_by": {

                "name": "Matthew Mayers",

                "id": "4876876000001360001"

            },

            "lock": {

                "locked_by": null,

                "message": null,

                "status": false

            },

            "id": "4876876000016390024",

            "category": "default",

            "conditions": [

                {

                    "sequence_number": 1,

                    "instant_actions": {

                        "actions": [

                            {

                                "related_details": null,

                                "name": "VP notified",

                                "details": {

                                    "module": {

                                        "api_name": "Deals",

                                        "id": "4876876000000002181"

                                    }

                                },

                                "id": "4876876000016390063",

                                "type": "field_updates"

                            },

                            {

                                "related_details": {

                                    "best_time": true

                                },

                                "name": "High value deal alert",

                                "id": "4876876000016390015",

                                "type": "email_notifications"

                            }

                        ]

                    },

                    "scheduled_actions": [

                        {

                            "execute_after": {

                                "period": "business_days",

                                "unit": 1

                            },

                            "id": "4876876000016390074",

                            "actions": [

                                {

                                    "related_details": null,

                                    "name": "Confirm VP follow-up",

                                    "id": "4876876000016390067",

                                    "type": "tasks"

                                }

                            ]

                        }

                    ],

                    "criteria_details": {

                        "relational_criteria": {

                            "module_selection": null,

                            "criteria": null,

                            "module": null

                        },

                        "criteria": {

                            "group_operator": "AND",

                            "group": [

                                {

                                    "comparator": "equal",

                                    "field": {

                                        "api_name": "Amount",

                                        "id": "4876876000000002557"

                                    },

                                    "type": "value",

                                    "value": "50000"

                                },

                                {

                                    "comparator": "equal",

                                    "field": {

                                        "api_name": "Stage",

                                        "id": "4876876000000002565"

                                    },

                                    "type": "value",

                                    "value": "Negotiation/Review"

                                }

                            ]

                        }

                    },

                    "id": "4876876000016390025"

                }

            ],

            "status": {

                "active": true

            }

        },

        {

            "id": "4876876000012015001",

            "name": "Lead Assignment - North Region",

            "module": {"api_name": "Leads"},

            "status": {"active": true},

            "execute_when": {"type": "create"},

            "last_executed_time": "2025-10-14T11:56:20+05:30"

            // ... other keys omitted for brevity

        },

        {

            "id": "4876876000012020001",

            "name": "Lead Assignment - South Region",

            "module": {"api_name": "Leads"},

            "status": {"active": true},

            "execute_when": {"type": "create"},

            "last_executed_time": "2025-10-14T10:30:15+05:30"

            // ... other keys omitted for brevity

        }

        // ... additional workflows

    ],

    "info": {

        "per_page": 200,

        "count": 71,

        "page": 1,

        "more_records": false

    }

}


The response gives us a comprehensive overview of all configured workflows. For each rule, we get the metadata including its unique ID, name, description, the module it operates on, its activation status, and details about when it triggers. We also get audit information like creation timestamps and which user made changes.

Working with large results

When you have hundreds of workflows, pagination helps. The response includes an info object with pagination details:

  • count: The number of workflows on the current page

  • per_page: The maximum number of records per page (default and max is 200)

  • page: The current page number

  • more_records: Indicates if there are additional records to fetch.

If the more_records key is true, we can retrieve the next page by using the page parameter in the request.

While getting all workflows gives you the big picture, we may often want to focus on specific areas. This API offers several parameters to narrow down our search:

Parameter type

Description

module
string

Filters workflows by the primary module they operate on.

trigger_module
string

Filters by related modules that can trigger workflows. Use this when you want workflows that are triggered by changes in related records.
Note: Requires the module parameter.
For example: module=Leads&trigger_module=Notes - Get lead workflows triggered by note activities

execute_on
string

Filters by the specific action that triggers the workflow.
Note: Requires the module parameter.

status_active
Boolean

Filters by activation status to see only active or inactive workflows. Useful for audits and cleanup operations.

filter
string

Searches workflows by name using a JSON filter.
Note: The value of this parameter must be URL-encoded.

page
integer

Specifies which page of results to return. Use this for pagination when you have a large number of workflows.

per_page
integer

Limits the number of workflows returned per page. The default and maximum value is 200.

sort_by
string

Sorts the workflows based on a specific field. The only supported value is modified_time.

sort_order
string

Sorts the workflows in ascending (asc) or descending (desc) order.

include_inner_details
string

Includes the inner details like conditions and actions of the workflows in the response.
Note: Requires the module parameter.

 

For example, to find all active lead workflows containing "Assignment" in their name, use:

https://www.zohoapis.com/crm/v8/settings/automation/workflow_rules?module=Leads&status_active=true&filter={"field":{"api_name":"name"},"comparator":"contains","value":"Assignment"}

 

Here is the API-call-ready version of the same, after URL encoding the filter value:


Now, if you inspect the response closely, you can see that we have two similar workflows: "Lead Assignment - North Region" and "Lead Assignment - South Region." And there is also an older workflow named "VP Alert - High Value Deal."

This workflow was created almost a year ago by a former team member, and it has not been modified for a long time. Is it still relevant? What exactly does it do? What criteria define a "high-value deal," and who exactly gets notified?

To answer these questions and understand the workflow's complete logic, we must examine it closely using the Get a Workflow API. This API returns the full configuration including all conditions, criteria thresholds, and specific actions for an individual workflow.

STEP 2: Inspect a single workflow using Get a Workflow API

Sample Request:

GET {api-domain}/crm/v8/settings/automation/workflow_rules/4876876000016390024

Here, 4876876000016390024 is the unique ID of the Workflow rule whose details we want to fetch, obtained from the response of Get all Workflows API.

Sample Response:

{

    "workflow_rules": [

        {

            "created_time": "2024-01-15T14:20:30+05:30",

            "execute_when": {

                "details": {

                    "trigger_module": {

                        "api_name": "Deals",

                        "id": "4876876000000002181"

                    },

                    "repeat": false

                },

                "type": "create_or_edit"

            },

            "editable": true,

            "module": {

                "api_name": "Deals",

                "id": "4876876000000002181"

            },

            "deprecated": false,

            "deletable": true,

            "description": "Alert VP of Sales for high-value opportunities",

            "source": "crm",

            "created_by": {

                "name": "Matthew Mayers",

                "id": "4876876000001360001"

            },

            "last_executed_time": null,

            "modified_time": "2024-01-23T12:23:12+05:30",

            "name": "VP Alert - High Value Deal",

            "modified_by": {

                "name": "Matthew Mayers",

                "id": "4876876000001360001"

            },

            "lock": {

                "locked_by": null,

                "message": null,

                "status": false

            },

            "id": "4876876000016390024",

            "category": "default",

            "conditions": [

                {

                    "sequence_number": 1,

                    "instant_actions": {

                        "actions": [

                            {

                                "related_details": null,

                                "name": "VP notified",

                                "details": {

                                    "module": {

                                        "api_name": "Deals",

                                        "id": "4876876000000002181"

                                    }

                                },

                                "id": "4876876000016390063",

                                "type": "field_updates"

                            },

                            {

                                "related_details": {

                                    "best_time": true

                                },

                                "name": "High value deal alert",

                                "id": "4876876000016390015",

                                "type": "email_notifications"

                            }

                        ]

                    },

                    "scheduled_actions": [

                        {

                            "execute_after": {

                                "period": "business_days",

                                "unit": 1

                            },

                            "id": "4876876000016390074",

                            "actions": [

                                {

                                    "related_details": null,

                                    "name": "Confirm VP follow-up",

                                    "id": "4876876000016390067",

                                    "type": "tasks"

                                }

                            ]

                        }

                    ],

                    "criteria_details": {

                        "relational_criteria": {

                            "module_selection": null,

                            "criteria": null,

                            "module": null

                        },

                        "criteria": {

                            "group_operator": "AND",

                            "group": [

                                {

                                    "comparator": "equal",

                                    "field": {

                                        "api_name": "Amount",

                                        "id": "4876876000000002557"

                                    },

                                    "type": "value",

                                    "value": "50000"

                                },

                                {

                                    "comparator": "equal",

                                    "field": {

                                        "api_name": "Stage",

                                        "id": "4876876000000002565"

                                    },

                                    "type": "value",

                                    "value": "Negotiation/Review"

                                }

                            ]

                        }

                    },

                    "id": "4876876000016390025"

                }

            ],

            "status": {

                "active": true

            }

        },

        {

            "id": "4876876000012015001",

            "name": "Lead Assignment - North Region",

            "module": {"api_name": "Leads"},

            "status": {"active": true},

            "execute_when": {"type": "create"},

            "last_executed_time": "2025-10-14T11:56:20+05:30"

            // ... other keys omitted for brevity

        },

        {

            "id": "4876876000012020001",

            "name": "Lead Assignment - South Region",

            "module": {"api_name": "Leads"},

            "status": {"active": true},

            "execute_when": {"type": "create"},

            "last_executed_time": "2025-10-14T10:30:15+05:30"

            // ... other keys omitted for brevity

        }

        // ... additional workflows ...

    ],

    "info": {

        "per_page": 200,

        "count": 71,

        "page": 1,

        "more_records": false

    }

}

 

The detailed response gives us a complete blueprint of the workflow. We can now see the exact business logic: the workflow triggers when deals are edited and meet two specific conditions; when the amount equals exactly $50,000 AND the stage is Negotiation/Review.

More importantly, we can see all the actions that execute: an immediate field update to mark deals as "VP notified," an email notification sent at the optimal time, and a follow-up task scheduled for one business day later. Here's what is really interesting about this detail; this workflow has never actually executed, despite being active for nearly a year, because the last_executed_time is null in the response.

Now we are left with some important questions. Is that $50,000 threshold too narrow? What if a $49,000 deal is just as important? And is the VP still the right person to alert? Are there additional stakeholders who should be notified beyond just the VP? These are the type of questions you can start answering once you inspect your workflows closely.

STEP 3: Check limits and distribution

Before making any changes, we must understand our automation capacity and how workflows are distributed across the organization. The Workflow APIs provide two key endpoints for this:

1. Get Workflow limits API

This API provides a comprehensive view of your organization's workflow capacity across multiple dimensions.

Sample Request:

GET {api-domain}/crm/v8/settings/automation/workflow_rules/actions/rules_count

Sample Response:

{

    "rules_count": {

        "scheduled_actions_per_rule_limit": 5,

        "total_rules_limit": 2500,

        "active_rules_configured": 71,

        "rules_per_process_limit": 10,

        "total_actions_per_rule_limit": 50,

        "total_rules_limit_per_module": 125,

        "active_rules_limit": 2000,

        "total_rules_configured": 82,

        "active_rules_limit_per_module": 75

    }

}

 

This response gives the following information:

  • Total Capacity: Zylker has a generous limit of 2,500 total workflows, with only 82 currently configured. This means that they are using just 3 percent of their total capacity.

  • Active Workflows: There are 71 active workflows, well below their 2,000 active workflow limit

  • Module-level Limits: Each module can support up to 125 total workflows, with 75 of those allowed to be active simultaneously.

  • Action Limits: Each condition in the Workflow can contain up to 50 total actions, with a maximum of five scheduled actions.

For Zylker, this is excellent news. Only 71 active workflows out of a 2,000 limit. This means we have substantial room for growth and can confidently create new workflows without worrying about capacity constraints.

2. Get module-wise counts API

This API tells you exactly how many workflow rules you have in each module. It shows both the total number of rules and how many are currently active. This helps you see where your automations are concentrated and where you might be missing opportunities.

Sample request:

GET  {api-domain}/crm/v8/settings/automation/workflow_rules/actions/module_specific_count

Sample Response:

{

    "module_specific_count": [

        {

            "active_rules_configured": 2,

            "module": {

                "api_name": "Products",

                "id": "4876876000000002213"

            },

            "total_rules_configured": 2

        },

        {

            "active_rules_configured": 2,

            "module": {

                "api_name": "Deals",

                "id": "4876876000000002181"

            },

            "total_rules_configured": 2

        },

        {

            "active_rules_configured": 4,

            "module": {

                "api_name": "Contacts",

                "id": "4876876000000002179"

            },

            "total_rules_configured": 5

        },

        {

            "active_rules_configured": 2,

            "module": {

                "api_name": "Appointments__s",

                "id": "4876876000002362026"

            },

            "total_rules_configured": 3

        },

        {

            "active_rules_configured": 4,

            "module": {

                "api_name": "Calls",

                "id": "4876876000000033015"

            },

            "total_rules_configured": 5

        },

        {

            "active_rules_configured": 43,

            "module": {

                "api_name": "Leads",

                "id": "4876876000000002175"

            },

            "total_rules_configured": 51

        },

        {

            "active_rules_configured": 14,

            "module": {

                "api_name": "Emails",

                "id": "4876876000000014163"

            },

            "total_rules_configured": 15

        }

    ]

}

 

Looking at this response, we can see 43 active workflows in Leads but only two in Deals. This tells us that Zylker is heavily focused on lead management but might be missing opportunities to automate their sales process later in the pipeline.

Together, these two APIs give a complete picture of the automation capacity and distribution.

What's next: From understanding to action 

Now that we have our foundation, we are ready to start building and refining.

In the next part of this Kaizen series, we will move from discovery to design. We’ll use the Workflow Configuration, Create, and Update APIs to standardize Zylker’s automation management, create new workflow rules, and update existing ones for consistency and efficiency.

We hope that you find this post on Workflow APIs useful. If you have any feedback, or if there are any pain-points that you would like us to address in our Kaizen series, please let us know in the comments, or reach out to us via support@zohocrm.com. We will be happy to help!

Until we meet again next Friday, Happy coding!

    • Sticky Posts

    • Kaizen #198: Using Client Script for Custom Validation in Blueprint

      Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
    • Kaizen #226: Using ZRC in Client Script

      Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this
    • Kaizen #222 - Client Script Support for Notes Related List

      Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how
    • Kaizen #217 - Actions APIs : Tasks

      Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.
    • Kaizen #216 - Actions APIs : Email Notifications

      Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are
    • Recent Topics

    • Outgoing blocked: Unusual activity detected.

      I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responses
    • Integrating with My Own Application and ZOHO CRM Simultaneously

      I have my own WhatsApp bot that uses my WhatsApp business account. I want to use the same phone number to integrate with ZOHO as well. What is the recommended way to do that? Should I integrate my application with ZOHO, forwarding messages whenever the
    • Account for Cryptocurrency Holdings in Zoho Books/Custom Currencies?

      Hello, I've recently started using Zoho to run my small business and I've really been enjoying all of its features. However, I've been struggling to find a way to account for cryptocurrencies in Zoho Books. My company mines a Cryptocurrency token called
    • Transferring CRM Attachments to Workdrive

      relatedrecords = zoho.crm.getRelatedRecords("Attachments","Conditions",conId); attachid = List(); for each ele in relatedrecords { attachementId = ele.get("id"); attachid.add(attachementId); } for each ele in attachid { counter = 1; downloadFile = invokeurl [ url: "https://www.zohoapis.com/crm/v2/Conditions/" + conId + "/Attachments/" + ele type: GET connection : "work_drive" ]; resp2 = zoho.crm.attachFile("Deals",dealId,downloadFile); resp3 = zoho.workdrive.uploadFile(downloadFile, dealWD, "PlaceHolder"+counter+"",
    • New Customization options in the module builder: Quick Create and Detail view

      Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number
    • unblock my zoho mail account. outlines@zoho.com

      please unblock my zoho mail account, outlines@zoho.com
    • SMTP email sending problem

      Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paid
    • Mailk got blocked / Inquiry About Email Sending Limits and Upgrade Options

      Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I received
    • Forwarder

      Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the
    • No chat option

      Chat option is not supported.
    • Direct “Add to Google Calendar” Option in Zoho Meeting

      Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement related to the “Add to Calendar” functionality in Zoho Meeting. Currently, when we open Zoho Meeting and view our meetings under My Calendar, there is an Add to
    • DKIM cannot be enabled for the domain as no verified default selector present

      Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.
    • unable to send message reason 554 5.1.8 Email outgoing blocked

      unable to send message reason 554 5.1.8 Email outgoing blocked
    • I can't log in to my account on Thunderbird

      I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,
    • Should I Use DMARC?

      When I configure Zoho Mail's DMARC settings, it's mandatory to fill in the RUA and RUF (Aggregate notification email address*, Forensic notification email address*) addresses. When we enter an email address in these fields, we receive reports from the
    • Introducing Profile Summary: Faster Candidate Insights with Zia

      We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring
    • Books API Receiving an Error that Doesn't Make Sense when Creating Credit Note - trying to use 'ignore_auto_number_generation' argument

      Hello, I'm working on a newly created routine and I'm getting an error that doesn't make sense when trying to create a new Credit Note. Here is my POST request. Endpoint: https://www.zohoapis.com/books/v3/creditnotes?organization_id=########## Body:     {
    • How to move emails to Shared Mailbox?

      Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?
    • Collaboration with free plan user.

      Hello. Do both users need to be on Pro plan to collaborate? Or can a Pro user share a note with a free plan user with the ability to edit?
    • Analytics Portal

      I have the "standard plan" and want to explore the portal option; I activated the 15-day trial but do not see the pricing for the add-on. How can I get the price under "Upgrade add-ons." Thanks Rudy
    • Can I filter a Lookup field to only show related records from another Lookup in Zoho CRM?

      In our Leads module, we have two Lookup fields: Recruitment Agency – the agency that the lead came from Recruiter – the individual contact from that agency who sent us the lead Both fields link correctly to their respective records in CRM. However, our
    • How do I filter contacts by account parameters?

      Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
    • Zoho Writer to Zoho Sign Template Misalignment – Request for Community

      We are currently facing a critical issue impacting our live business operations due to a misalignment problem between Zoho Writer templates and Zoho Sign output. Issue Summary: We have an automated workflow in Zoho CRM using Deluge scripts that generates
    • Migration Tool Download

      Since apparently you have to ask for the migration tool to download (why?), I need the download for the migration tool for exchange servers. Please forward link, thanks.
    • IF Formula

      Hi, I'm having trouble setting up a custom formula in a field. Can you help me with it? The formula should do the following: If the created date is less or equal to 30 days the field should display a string New in pieline or Exisitng pipeline if above
    • Autorespond to one specific sender

      Is there any way to create a rule or filter that sends an automatic reply to messages from one specific email address?  I really need to set up something like a "vacation response" but only for one "received from" address.
    • View comprehensive logs of all actions in Custom Module History

      Hello everyone, We are happy to announce our new feature, Detail View in Custom Module History, which enhances visibility, control and accountability over your records. Users can now access a detailed timeline of every action that has been performed on
    • Track ZohoForm Conversion using Postmessage event

      Hi, I’ve been using a third-party lead tracking tool to capture leads from my website along with their source. Earlier, with the HubSpot form, the third-party script was able to detect the postMessage event that iframe forms typically send back to the
    • Email task creator when task is updated/marked complete

      I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completed
    • Email Recall Feature In Zoho Mail Which Should Also Work For Outside Organisation Members

      Add a feature to recall or undo sending an email within a configurable short time window (e.g., 30 seconds to 2 minutes) after hitting send, similar to Gmail’s undo send. Currently the sent email can not be recall If the recipient is not from within your
    • how to treat a same person as customer and vendor in zoho

      hi team, in my company, few persons acting as creditors as well as debtors (which means sometimes we pay them... some times we paid by them). in that case i would like to maintain a same ledger for that person.in zoho books it is treating creditor and
    • How to implement calculating average value of averaged values?

      Hi, I'm trying to implement a formula in my layout for a module that calculates the average of 2 averaged values, but I can't do so using the formula custom field. To calculate the 2 averaged values, I could use the formula custom field, but in the custom
    • Zoho Recruit update published job boards

      If we have a job thats already posted on several different job boards and we edit this job in zoho recruit (e.g. the description of the job), does this then automatically update this new information to all the published job boards?  If not, how does the
    • Narrative 14: The magic bazaar of Desk

      Behind the scenes of a successful ticketing system: BTS Series Narrative 14: The magic bazaar of Desk Marketplace is a centralized platform where users can discover Zoho and third-party applications that can be integrated with their Desk account to facilitate
    • Collections Management: #2 Late Payment Automation

      "Sir, I'll process the payment by evening, please don't apply any late payment charges", the customer said while arranging papers on his desk. Sanjay stood there with a tired smile. He had already visited twice that week. Payment collection was one thing.
    • Create a table in the layout section of modules

      Dear Sirs, I would like to know whether is possible to create a table under new fields in layouts section of modules. In fact in this section there are single line, multi line, pick list, multi-select, date, formula etc. but I am unable to add a table
    • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

      Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
    • Power of Automation :: Automatic Task Status Handling for Users

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
    • Question - why no way to input a 'tool description' and 'tree of 'tools'

      Every business is different, with different business processes. To be truly useful Zoho MCP needs to have user editable tool descriptions (or ruleset) and a 'tool tree' so that the LLM is context aware when being used. For example, the tool description
    • Develop Zoho Meeting as a Full Native Application (Not a Browser Wrapper)

      Hello Zoho Meeting Team, Hope you are doing well. We would like to suggest an important improvement regarding the Zoho Meeting desktop application. At the moment, the Zoho Meeting app feels more like a mini browser window or an iframe that loads the web
    • Next Page