Contract creation for Accounts and Vendors in CRM integration

Zoho Contracts now supports contract request for Accounts and Vendors in our CRM integration by default. Please refer to this topic for more details. Also, the below solution is not required anymore.

One of the most sought feature requests in our Zoho CRM integration is the ability to request contracts for other modules such as Accounts and Vendors. Even though we have considered it on our priority list, we felt it would be helpful for our valuable customers to give a provisional solution through our APIs and the customization capabilities in Zoho CRM, such as custom buttons and custom functions.

Creating a connection:

1) Go to Zoho CRM's Settings > Developer Space > Connections.

2) Select Default Services from the left panel.

3) Click Zoho OAuth service from the list, then click Create Connection.

4) Enter the connection details and choose these scopes: contracts.contracts.ALL, contracts.meta.CREATE, contracts.meta.READ, and contracts.meta.UPDATE.

5) Click Create and Connect.

The connection will be created and listed under the My Connections list.

Adding a custom button and associating a function:

To create a contract for an account record, follow the below steps:

1) Go to Zoho CRM's Settings > Customization > Modules and Fields, then click Accounts.

2) Click your layout in the Layouts tab.

3) Add a Single Line custom field named "Contracts Counterparty ID".

4) Click Set Permission from the 3 dots menu and set the permission of the field as Read Only or Don't Show for all the profiles except Administrator for whom it must be Read and Write, then click Save and Close.

5) Select the Links and Buttons tab and click New Button to create a new custom button.

6) In the Create Your Button form, 

• Enter the name of the button (say, Create Contract).
• Choose where you want to place the button (say, View Page).
• Choose Writing Function (under Functions group) as the action you want to perform.
  
• In the Create New Function popup that's displayed, enter the function name without any spaces between the words (say, ContractForAccount) and display name (say, Contract For Account), then click Save.
  

7) In the Deluge editor window that opens up,

• Click Edit Arguments seen at the top of the editor.
• Under the Argument Mapping section, enter AccountId in the Key field.
• Type # in the Param Value field to choose a value.
• Select Accounts module followed by its Account ID field from the popup displayed, then click Save.
• Download the attached file "Contract Creation Snippet for Accounts.txt", then copy and paste the code into the editor.
• Replace all the occurrences of "zcontractsconn" in the code with the connection name you've created in the previous section.
  
• If your account belongs to a DC other than the US, then replace all the occurrences of .com with your DC's extension (e.g., .in for India DC).
  
• Save and close the editor.

8) Click Save to save the button.

9) Go to an account record and click Create Contract.

Your contract for the account will be created that you can access from within contracts.zoho.com.

Repeat the above steps for the Vendor module. Here, instead of AccountId, use the argument name as VendorId and download the attached file "Contract Creation Snippet for Vendors.txt" and copy and paste the code into the editor. For vendor records, the counterparty primary contact is created with the same Vendor as the contact.

Note:

• Each account for which a contract is created will be added as a counterparty record in Zoho Contracts. But it won't be duplicated if you create another contract for the same account.
• The contract details (such as counterparty type, contract type, term details, renewal details, etc.) have the default values configured within the snippet. You should change them as per your preference within the code.
• If you would like to get these data through an intermediate form, then you can associate a widget to the button. And, upon submission of the widget, you can call the function.
• Here, you can even ask the user to choose a contact from a dropdown field whose values can be populated from the Contacts related list. In the given snippet for Accounts module, the contract is created without the counterparty primary contact.
• To list the contracts created for each account, you can create a custom module and then save the contract name of the each contract created into it and set it as a hyperlink.

Please give it a try. If you have any questions or clarifications related to the functionality and above mentioned configurations, please write to us at support@zohocontracts.com.

For any assistance related to Deluge scripting and CRM functions, please get the assistance from our Zoho CRM Developer community.

Cheers,

Jayakrishnan

Zoho Contracts Team

---

Edit Note: Replaced the first section by removing registering Zoho Contracts application steps and updated the related points because Zoho Contracts' related connections are now available under the default service Zoho OAuth service.

Edit Note (Dated: 18th Sep, 2024): The fourth point under the heading "Adding a custom button and associating a function" has been updated where the Read and Write permission for Admin is required is mentioned.

Edit Note (Dated: 7th Apr, 2025): The info section has been added at the top of the topic.

• Topic Participants

• Jayakrishnan

  

• Centeno

• Sathyakeerthi U

  

• JK

• adam

• Sticky Posts

• Adding signature fields in your contract template

  When you send a contract document for the signing process, you have to insert the signature fields into your contract document by dragging and dropping them for each signer. It won't be effort-intensive for contracts that have fewer pages or signers.

• Mapping Billing Country Field to Your Contract Template Field

  In Zoho CRM, while configuring Counterparty Fields Mapping to map counterparty information in your contract type, the field 'Billing Country' doesn't have the support to be mapped due to field type mismatch. Because the Billing Country field in Zoho CRM

• Bulk Import Counterparty Data

  Currently, as the feature to bulk import counterparty data is not available, here is a solution using our APIs that would be useful for our customers. For example, Zoho CRM customers can import their Accounts as counterparties in Zoho Contracts. Using

• Recent Topics

• Price book functionality enhancement

  A common use of price books is to create a price book for a given customer level or contract with a specific company. Given that this is done at a company/customer level it would be great to see a way to associate a price book to a given customer and

• Tracking Emails sent through Outlook

  All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But

• Contact data removes Account data when creating a quote

  Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add

• Can we have 24x7 live support for Zohobooks ?

  Can we have 24x7 live support for Zohobooks ?

• Important update about notification security in Business Messaging SDK

  As part of our ongoing effort to strengthen the security of notification data, we have enhanced how notifications are processed and protected in our applications. These improvements ensure that all notification related data follows the most up-to-date

• 年内最後のユーザー向けイベント：5名限定！ 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (12/18)

  ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 12月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/QHn6kJAcRs-znJ1l5jk0ww ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。

• Sync Zoho Marketing Automation with Zoho Forms

  I can't find a section where the integration between Zoho Marketing Automation and Zoho form is explained. And how form subscription works with opt-in and consents.

• What is the difference between Zoho Campaigns and marketing hub?

  Zoho Campaigns is a permission-based email marketing tool for sending marketing emails and mass emails. Marketing Automation is a multichannel marketing automation tool that caters to organizations looking for tools to engage their users across multiple

• Webhook not firing.

  I created a webhook using the Web UI, it looks very nice and the testing worked without an issue, but when i save/ update a ticket, the webhook is not firing. Here are the details of the web-hook i get from using the API "modifiedTime": "2019-10-22T09:23:37.380Z",

• Duplicate customers being created in Desk

  Hi I've trying to work out why I've getting duplicated customers being created in my desk. I have an external booking system that generates an email when I get a customer booking a job. A booking email gets sent to Desk where I manage the booking and

• Creating a custom CSV file using deluge script/

  I have an application I have developed and the client wants us to place an export file in csv onto an ftp server daily. Now I don't see au options in creator to change the separator to anything else. The client wants the separator to be the pipe symbol "|"  I think i would be able to create schedule with some code to create the appropriate data in a string using deluge script but I haven't seen any functionality that would allow me to deposit that data as a file anywhere or attach it to an email

• Zoho Sheet - Desktop App or Offline

  Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.

• Can we add custom fields to portal community profiles?

  How do we add custom fields to our profile pages in our portal community? If we have the ability to add custom fields, will we be able to access those fields via API? We want to use our Desk community in our help portal as our primary community and would

• Customer ticket creation via Microsoft Teams

  Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within

• E-Invoicing in Belgium with Zoho Billing

  Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. Invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing works

• HTML Tags added to Reports with Notes

  Recently Zoho added the ability to markup text within notes. That way, users can change font size, colors, etc. It's a great change. However, since the change, reports that include a column for "Note Content" are printing HTML tags within the report.

• delayed: host mx2.zoho.com (136.143.183.44): Network error: Unexpectedly disconnected (STARTTLS)

  Hi Team, I'm not receiving any email. Seems to be an issue. Sender sent me the error message they received: "delayed: host mx2.zoho.com (136.143.183.44): Network error: Unexpectedly disconnected (STARTTLS)" Please advise.

• Interview booked through Invite but no Notifications

  We have a workflow that was developed through a developer/partner that was tested and worked. Today, we pushed a candidate through the process and invited them to an in-office interview. They were sent the booking link (as usual and as tested before successfully)

• Additional Address - Company Name

  It would be very helpful to have a "Company Name" field in the Additional Address shipping section.  In a situation where you drop-ship orders to a different address or different company entirely, it may be necessary to list the company name of the receiver. I understand that the Attention field can be used for that purpose, but that's not really the intended purpose of that field.

• Incorrect Email Notifications for Product Reviews

  Dear Zoho Commerce Support Team, I am writing to report a technical issue that occurs frequently on our platform. Problem Description: We regularly receive email notifications informing us of new product reviews awaiting approval. However, when we access

• In App Auto Refresh/Update Features

  Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the

• How to Rank Tables by Row Count in Descending Order

  I am trying to understand the consume of lines that grow up so fast in the last week. Is there any way to create a pivot table or query to get TABLE NAME LINES in descending order?

• Can we do Image swatches for color variants?

  We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please h

• annualy customer report

  we need a report per customer that looks like this invoic number cleaning laundry repair management 01 january xxx euro xx euro xx euro xxx euro 02 february xxx euro xxx euro x euro xxxx euro and so on the years 12 months is that possible to make and

• Export your notes from Notebook!

  Dear users, The long awaited feature is now live. Yes, you can now export your notes from Notebook app in bulk. But the feature has just started with web app alone for now. You can try the export feature as mentioned below: Go to our web app, https://notebook.zoho.com Go to 'Settings' > 'Export' Now, select the format: You can select either ZNote or HTML Once done, you can use the same to import or can have this a local backup of your notes. Note: Export for other platforms are in development and

• our customers have difficult to understand the Statements

  our costumers have big problems to understand Zohos Statements. we need a text box after the payment number to explain what the payments are for. Is it possible to develop a version of the Statement with that kind of box and if so whu can do it

• Canva Integration

  Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,

• Transfer between two customers (Peters Rental account to Peters Private account)

  we are a Property Management company. Our customers have to accounts (registered as two customers - Peter Rental and Peter Private On the rental account all income and costs fron rental activities are noted. On the private account all private are noted

• Prepopulating Fields

  Hello, I have a form (Assets) with 2 lookup fields: Client (from Clients) Site (from Client Sites) I modified the code (highlighted in red below), so the Site dropdown shows the list of sites related to the Client. must have Client_Site ( type = picklist

• CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

  Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

• REPORT THAT SHOWS SOH FOR ITEMS THAT HAVE ZERO SALES

  When we started Zoho we imported a lot of inventory lines directly off our suppliers price list and have never ordered / sold. I want to clean up our data base and remove all these lines. What reeport will show me what lines have zero sales as well as

• Automation series : Close all tasks once the project is completed

  When a project is marked as Completed, it might still have open tasks such as recurring tasks that were not marked as complete, tasks that are no longer relevant, or tasks that no longer need attention after closure. To ensure the project reflects its

• Direct Feed (Bank)

  Is Direct feed integration for AlRajhi and ADCB bank supported by Zoho Books in GCC/Saudi

• Converting Sales Order to Purchase Order

  Hi All, Firstly, this code works to convert a sales order(SO) to a purchase order (PO) via a button, however I am running into an issue when I convert the SO where the values from the line items are not pulled across from the SO to the PO. The ones in

• All new Address Field in Zoho CRM: maintain structured and accurate address inputs

  The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update

• Horrible Connectivity!

  I have used Meetings several times, but most of the time the connection is horrible. The video freezes, the audio freezes, and we end up cancelling the meeting. I am on a high speed internet connection, and Zoom works fine, so I know it's not a problem

• Is it really true that I can't set the default 'deposit to' account in 2025?

  I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4

• Zoho DataPrep switching Date Format

  When using a pipeline that is importing Zoho Analytics data into Zoho DataPrep, the month and day of date fields are switched for some columns. For example, a Zoho Analytics record of "Nov. 8, 2025" will appear in Zoho DataPrep as "2025/08/11" in "yyyy/MM/dd"

• Using Another Field Value for Workflow Field Update

  I'm trying to setup a Workflow with a "Field Update" action on the Lead module, but I would like the new value to actually be taken from a DIFFERENT Field's on the Lead record (vs just defining some static value..) Is this possible? Could I simply use

• Tax information

  Hello, I need help/guidance on how to add my organization's Tax/VAT information. Thank you Pavly

• Next Page