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

• Introducing WhatsApp integration in Bigin

  Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all

• Zoho One account closure vs deactivation

  I wonder what are the best practices and guidelines around deactivating vs deleting Zoho accounts in organisations? Any practical considerations?

• Schedule Zoho CRM reports only on Business Days

  Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. Thanks

• How to install Widget in inventory module

  Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?

• How to track a contact or customer's past product purchases in Bigin Premiere?

  Hello there. I am the sole user of Bigin for a small company (chess club), and would like to track current and past purchases made by a contact (player) or company (family which includes the player). Players may register for multiple tournaments, take

• LENTITUD EN RECIBIR MAIL

  Buenas tardes, Estamos experimentando lentitud en la recepción de correos electrónicos.

• Deactivated Zoho One account can sign in

  I am concerned by the fact that deactivated users in Zoho One have the ability to sign in even after their account has been deactivated (not deleted). these inactive identities have no access to individual Zoho apps or data. based on my experience they

• Items should display under specific warehouse

  I have configured the multi warehouse but it show all the items under all warehouse which is not correct according to our business logic, so i want that items should only display under that specific warehouse not under all the warehouses not even with zero quantity. Some items should be common but not all so is there any option for that purpose so i can specific the items to its warehouse. Regards

• Partial refunds

  I am trying to process refund for a one item invoice, however the refund is partial: i am getting this error while creating credit note, can anyone share some wisdom about this

• Best practice importing items and matching assemblies

  Hi, I was wondering what would be the best practice to import items and composite items (assemblies) From my backup, what should I import first? The items or the composite items? I am on Zoho one, using inventory and books. Kind regards, Sabine

• Bulk Fill In & Edit PO/Bill/SO/Invoice

  Hello, I am adding stock in bulk on a PO, the system is automatically populating the Rate (price) and Tax from the item data. Problem is that the bill rate is different from the rate on the item data, so I have to manually erase each and enter the price.

• Items Below Reorder Point Report?

  Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s

• Cancelled Transfer order problem

  Hello, We've canceled a transfer order, and we can't add the related items to a new Transfer Order. The system tells us that the bin doesn't have the required quantity, but when we check the item, it indicates that there are 2 units in the bin. It also

• Creating a Chart from a Report

  In Zoho Analytics, is it possible to create a chart from a Pivot View report? We are looking to use Zoho Analytics to replace Excel for Sales reports and would like to be able to show both the table and the chart together.

• Client Portal ZOHO ONE

  Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would

• Email Insights included in Bigin emals are marked as SPAM everywhere

  Today I noticed that email recipients who use Office 365 never receive emails sent from Bigin. Further examination showed that all Email Insights links in email headers are marked as spam/phishing by Office 365. Example screen included. The problem is

• Data Import | Zoho Analytics Custom Query Window Size

  Please increase the window size for the Custom Query Data Import. It's impossible to work with such a small query window.

• Name changed in settings for mailbox but still not changed when typed in To field

  In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If I

• Cannot add my name to my domain name

  I want to have My name@mydomain.com and it says my name is linked to another account already. Please fix it since I do not have another account.

• Establishing new Zoho email account on laptop

  Good Morning: I am very long time Outlook business user and decided to try your email service last night and had established an account. I am trying to verify my account; how do I establish my Zoho email account on my laptop? I opened the account with

• unable to send message reason 550 5.4.6 unusual sending activity

  My email account can't send message. It shows unable to send message reason 550 5.4.6 unusual sending activity detected

• how to add email to existing organization i w

  I am already registered my organization and i have an email id. I need one more email id but i can't find anywhere .i want the cheapest email id . how to add ?

• e-mail bloqueado

  Estou com meu e-mail lucas@peplus.me bloqueado, preciso desbloquear para retorno de usos em minhas atividades.

• zoho labels api not working

  We're using n8n to automte email reply using zoho api. I'm facing issue with label api. I added the required scopes but its not working. i followed zoho api documentation but didn't work. also, where do i find/how do i create zoho oauth token mentioneeed

• Desk DMARC forwarding failure for some senders

  I am not receiving important emails into Desk, because of DMARC errors. Here's what's happening: 1. email is sent from customer e.g. john@doe.com, to my email address, e.g info@acme.com 2. email is delivered successfully to info@acme.com (a shared inbox

• Streams/Shared email doesn't show up in windows trident app. It works fine on MAC. Is there any difference between 2 install ?

  I can see streams/share email boxs on my MAC version of trident app but i can't see them in windows version of trident app. Is there any difference between 2 install? I try to find setting but not able to see any setting to add stream/share email boxes.

• add zoho account

  How to add a zoho mail to previous zoho account? I have two

• Zoho Desk Mobile App Year-End Roundup - 2025

  Dear Zoho Desk users, Greetings! As you gear up for the festive season, we are excited to share a quick journey into all that is released in 2025! Zia's generative AI capabilities Zia insights can be highly beneficial in helping agents manage daily support

• Narrative 17: The role of Zia AI in customer support

  Behind the scenes of a successful ticketing system: BTS Series Narrative 17: The role of Zia AI in customer support Overview Zia in Zoho Desk is a layered AI assistant that combines generative AI, prediction, and automation to support agents, automate

• Domain Transaction

  I have purchased a domain name called trainedworkforce.co.in I made the payment got the receipt but the domain is still not purchased after successful transaction .

• Zohomail - The "All Messages" vs "In Box"

  Why do some new email message appear under the all messages view but not in my inbox? That's really annoying but to be fair I've experienced the same with gmail.

• error while listing mails

  I can't access email in any of my folders: Oops, an error occurred - retry produces the second error response: error while listing mails (cannot parse null string). I've signed in and out of Zoho, restarted my iMac.

• Introducing the Zoho Projects Learning Space

  Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,

• Where to show Customization Field ?

  Dear Sir, I have made some New Field in Item Field Customisation. Now I don't require that field in Estimate, Sales Orders etc. I just wants that field in Sales Invoice to Show/Hide... Is that possible ?

• Zoho Desk 2025 round-up: Key highlights on feature releases

  Hello everyone, As we gear up for 2026, here is a detailed round-up of all feature releases in Zoho Desk web throughout the year. For consolidated information on releases check out the What’s New page You can also watch these webinars. Zia in web Zia

• Print Sales Orders, Purchase Orders or Invoices from API

  Hello, Is it possible to use the print option that is available in Sales Orders Purchase Orders and Invoices with the API?. I don't see any information in the docs about this. Thanks

• How to show a hided report??

  in CRM Report , I clicked Hide incidently , how to show the floder again? Nowhere I can find the hided report floder...

• Converting Customer Invoice to Purchase Bill

  Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate

• Email tracking inquiry

  I am trying to track when my emails are opened and clicked like I previously did in HubSpot. HubSpot pretty much did the entire process automatically. After digging through, I finally found in settings --> emails --> BCC Dropbox there is an email I can

• Mass Update of Lookup Fields not possible

  Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a

• Next Page