Hello everyone!
Welcome back to the November edition of the Developer Community Monthly Digest. Dive in to explore the upcoming events, hands-on training sessions, exciting product updates, insightful discussions, and more to keep you informed and inspired!
Upcoming Events
Creator Tech Connect
Title: Creator Tech Connect – Product Release Updates.
Date: December 12, 2024
Creator's tech connect series would comprise technical sessions that provide immersive training on the key essentials and technical nuances of building a solution in Zoho Creator. This is a great opportunity for our developer community to stay informed about Creator's new feature releases, product roadmap, best practices to follow while scripting in deluge, new deluge concepts, and cloud functions. The previous session focused on directory stores and device management in Zoho Creator using Zoho Directory and in the upcoming session, we will explore some of the key product release updates in Zoho Creator.
Zoho Flow
This 3-day training includes an introductory session on Zoho Flow followed by an exclusive online training.
Title: Get to know Zoho Flow
Date: December 10, 2024
In this one-hour session, we'll guide you through the different features of Zoho Flow and show you how they can be used in various industry-specific scenarios. We'll also provide a live demonstration on how to manage and configure your flows effectively and address any questions you may have regarding Zoho Flow.
Title: Zoho Flow training: Mastering integration workflows
Date: December 11-12, 2024
Duration: 2 Hours per day
In this exclusive two-day training, you'll learn how Zoho Flow can transform your business by integrating with multiple applications to enhance productivity. Over the course of these sessions, you'll experience live demonstrations where we'll build customized integration flows tailored to meet specific business needs, highlighting the full power and flexibility of Zoho Flow in real-time. Don’t miss out on this chance to gain valuable insights and practical skills!
Catalyst Webinar
We are excited to invite you to our upcoming webinar showcasing two powerful new features in early access: Pipelines and Job Scheduling. As a valued participant who has previously engaged with our early access features, your insights and feedback are incredibly important to us. In the upcoming webinars, we will delve into the functionalities of Pipelines and Job Scheduling, designed to enhance your software development lifecycle:
Pipelines: Discover how to create and manage customizable sequences of stages—from compiling code to deploying applications—using our intuitive Catalyst console. Learn about integrating with version control systems like GitLab, GitHub, and Bitbucket, and explore the YAML configuration options that allow you to tailor your pipeline to meet specific needs.
The webinar shall be conducted at the times mentioned below, you can join at your convenience:
Time Slot 1 – 11 Dec 2024 – 10 AM Indian Standard Time (GMT + 05:30)
Time Slot 2 – 12 Dec 2024 – 10:00 AM US Central Time (GMT - 05:00)
Job Scheduling: Uncover the components that enable you to create jobs and job pools, executing them seamlessly to trigger Job Functions, Circuits, Webhooks, and AppSail services. We will also demonstrate how to configure cron jobs for efficient scheduling directly through the console or via code.
The webinar shall be conducted at the times mentioned below, you can join at your convenience:
Time Slot 1 – 16 Dec 2024 – 10 AM Indian Standard Time (GMT + 05:30)
Time Slot 2 – 17 Dec 2024 – 10:00 AM US Central Time (GMT - 05:00)
This is a fantastic opportunity to gain hands-on knowledge about these features and ask any questions you may have.
Resource Spotlight

We've consolidated all the resources from the developer community learning series into a centralized hub for your convenient access. Consider bookmarking our Zoho Developer Community website to stay informed about the latest updates in the developer community. - Zoho CRM Developer Updates
- Introducing Queries in Zoho CRM: We are thrilled to announce Queries, a powerful feature that allows you to dynamically retrieve data from Zoho CRM as well as third-party services directly within our platform. With Queries, you can streamline your workflow, gain deeper insights, and make data-driven decisions without leaving the product. leverage the power of data retrieval using REST API and COQL, along with schema management, serialization of responses, and other functionalities in data handling. Refer to our help documentation to learn more.
- SDKs:
- Upgraded Java SDK supporting V7 APIs to version 5.0.0
- Upgraded PHP SDK supporting V6 APIs to version 7.0.0
- Kaizen Posts:
- Kaizen 162 – Explore how to add tags and open pre-filled email drafts via client scripts
- Kaizen 163 – Learn about the significance, types, and practical uses of Extension Widgets in Zoho CRM.
- Kaizen 164 – Learn about the Client Credentials Flow in OAuth2.0 and when you can use it.
- Kaizen 165 – Learn how to call Zoho CRM APIs using Client Script
- Kaizen 166 – Learn how to handle variables in Zoho CRM Queries and associate it in Kiosk to dynamically retrieve data.
- Zoho Creator Webinars: Get access to the previous Zoho Creator Session recordings from Youtube & Zoho Creator Studio below:
- Playlist Links (Youtube):
- Playlist Links (Zoho Creator Studio):
- Zoho Cliq 6.0: Meet Cliq's newest upgrades: bot calls, schedulers, and charts and graphs. Each addition is designed to give you a better way to access data with the help of automation. Learn more.
- Generative AI for Customer Experience: Generative AI is transforming the way businesses connect with their customers, yet amidst all the hype, it’s easy to miss how this cutting-edge technology is reshaping customer experiences. Curious about what the excitement is all about? Dive into this blog to find out!
Community Discussions
Zoho Developer Forum
Product features are often developed based on how many customers would find that product beneficial. Hence, some features like the one our CRM user @dkvagency needed are yet to be developed. That's when another community member @Haiku stepped in with a solution he developed himself! Take a look at it here.
Developers ZUG Cliq Channel

These conversations are confined to the Developers ZUG Cliq channel members. If you're keen on becoming a part of this space, visit our website, click JOIN NOW, and complete the form to get an invite to the channel. - To quote our community member @Emuobosa, "After years of building solutions, some challenges come to humble you." He faced a relatively simple but hard-to-spot issue when integrating Zoho Writer with Zoho Sign. Thankfully, a second set of eyes—@Venessa's—another community member, helped track down the issue and got his code working! Take a look at the conversation here.
- Sometimes, one might get the code to work successfully, but the end result may not be what was expected. @Emuobosa, from the previous conversation, faced a similar dilemma where the result of his successful API calls weren't working. Again, another group of community members come to his rescue and help solve the issue. Check out that conversation here!
- This next conversation is a classic example of members of the community joining forces to help squash a pesky bug in Deluge code. Take a look at it here.
Community Spotlight
Cliq Contributors
Here are our top contributors who have gone the extra mile to support and assist the community:
We want to express our sincere appreciation to all our community contributors. Your commitment, expertise, and the time you invest are invaluable to the community.
Make sure to follow the digest each month for the most recent updates and conversations. Stay connected and participate in the forums and the Cliq channel to be featured in the upcoming month's digest. Wishing you an amazing month ahead!
Oh, you've made it all the way here? We’re flattered! We know that this edition is a little lighter than usual—looks like everyone is in full holiday mode, leaving us to hold down the fort ;) Don’t worry, though; we’ll be back next month with even more exciting updates, events, and spotlights to kickstart the new year. Until then, happy holidays and see you in the next one!
SEE ALSO
Recent Topics
Integration between "Zoho Sprints Stories" and "Zoho Projects Tasks/Subtasks"
We have two separate teams in our organization using Zoho for project management: The Development team uses Zoho Sprints and follows Agile/Scrum methodology. The Infrastructure team uses Zoho Projects for traditional task-based project management. In
Where can we specify custom CSS in Zoho Forms custom theme ?
I'm using a form with a dark theme. The OTP popup window is unreadable, because for some reason, the OTP popup background fixes color to white, but still takes the font color specified in the custom theme. This ends up as white on white for me, rendering
Team Gamification
Would love to motivate, engage and encourage our team with our social media posts. Would like to include Gamification features of Social Media in Zoho Social or Marketing Automation. And also bring in Social Advocacy tools/tracking/management to these,
Sync Data from MA to CRM
Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a
Update CRM record action
Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM module
Pro Lite Upgrade - Quick Access Tray
Hello, I was going to upgrade to Pro Lite but the Quick Access Tray feature isn't available for Windows. Of the four features not available for Windows, the QAT is what I'm most interested in. Are there plans to add this feature for Windows anytime soon?
Boost your CRM communication with new font types, sizes, and default reply-to options while composing emails
Hello Everyone, We’re excited to introduce a series of impactful enhancements to the email composer settings in Zoho CRM. These updates enable you to personalize and optimize your customer interactions with greater efficiency. So what's new? Add custom
3 year sick leave cycle
How do you set up a sick leave cycle for South Africa? In SA the sick works like this for the first 6 months you get 0.83 paid sick days a month, then after 6 months you sick leave balance is reset to 30 days that can be used over a 36 month cycle. This
WorkDrive and CRM not in sync
1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here
Is Zoho Communityspaces now part of Zoho One?
Is Zoho Communityspaces now part of Zoho One?
Bigin’s 2025 Evolution: Highlights from 2025 and What’s Ahead in 2026
Dear Biginners, Wishing you a very happy New Year! As we stand at the cusp of endless possibilities in 2026, we would like to take a moment to reflect on what we achieved together in 2025. Your continued support, thoughtful feedback, and kind words of
Send Supervisor Rule Emails Within Ticket Context in Zoho Desk
Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appending
Zoho Desk - Change Time Zone for all users and set default for new user
Hi, Is there a way to set a default time zone so that when user creates an account via the Zoho Desk invitation, they don't need to select the time zone via the hundreds of choice? And, for already created users, can we edit the incorrect time zone selected by the user at the account creation ? Thanks ! Fred
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
Allow Manual Popup Canvas Size Control
Hello Zoho PageSense Team, We hope you're doing well. We would like to request an enhancement to the PageSense popup editor regarding popup sizing. Current Limitation: Currently, the size (width and height) of a popup is strictly controlled by the selected
Why does Zoho’s diff viewer highlight parts of unchanged lines?
Hi everyone, I’ve noticed something odd in the Zoho editor’s diff view. When I delete a single line, the diff doesn’t just mark that line as removed. Instead, it highlights parts of the next line as if they changed, even though they are identical. Example:
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
Introducing Assemblies and Kits in Zoho Inventory
Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
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
Zoho Survey reminder settings are extremely confusing
Hi, I just want to set 3 reminders, one week apart from the first email out. Your form is too confusing and I don't understand. Can you simplify and be more specific regarding the language used on the form ?
Add deluge function to shorten URLs
Zoho Social contains a nice feature to shorten URLs using zurl.co. It would be really helpful to have similar functionality in a Deluge call please, either as an inbuilt function or a standard integration. My Creator app sends an email with a personalised
form data load issue when saving as duplicate record is made
Hello. I have a form with a lookup when a value is selected the data from the corresponding record is filled into all of the fields in the form. But the form is loaded in such a state that if any value is changed it will take all of the values pre loaded
Recurring Tasks and Reminders in Projects
Recurring tasks are tasks that are created once, and then recreated automatically after a designated time period. For example, the invoice for your billable tasks is due every week. You can set that task to recreate itself every week. Also, the future
Unable to remove the “Automatically Assigned” territory from existing records
Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the Automatically
Google Fonts Integration in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts
Improved Contact Sync flow in Google Integration with Zoho CRM
Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this
Improved Functionality PO Bill SO Invoice
Hello, I need to enter over 100 items, it's frustrating to scroll a few item rows and wait for more to load, then scroll again. It would be nice to have buttons that scroll to the top or bottom with one click. Furthermore, these items I'm adding are VAT
Wishes for 2026
Hello, and a happy new year 2026! Let's hope it's better for everyone. I'd like to share some thoughts on Zoho One and what could be useful in the short, medium, and long term. Some things are already there, but not applied to Zoho One. Others seem like
How to Integrate Zoho Books with Xero (No Native Connection Available)
Hi everyone, I’m currently facing an issue with integrating Zoho Books invoices with Xero, as I’ve noticed Zoho does not provide a native integration with Xero at this time. I would like to ask: What are the common or recommended solutions for syncing
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.
MCP no longer works with Claude
Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.
Ability to Edit YouTube Video Title, Description & Thumbnail After Publishing
Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing the
Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed
Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted
Hide/Show Subform Fields On User Input
Hello, Are there any future updates in Hide/Show Subform Fields "On User Input"?
Cloning Item With Images Or The Option With Images
Hello, when I clone an item, I expect the images to carry over to the cloned item, however this is not the case in Inventory. Please make it possible for the images to get cloned or at least can we get a pop up asking if we want to clone the images as
Custom validation in CRM schema
Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'
Adding Default Module Image into mail merge field
As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevant
Is it possible to roll up all Contact emails to the Account view?
Is there a way to track all emails associated with an Account in one single view? Currently, email history is visible when opening an individual Contact record. However, since multiple Contacts are often associated with a single Account, it would be beneficial
Free Training - Explore What’s New in Zoho One 2025
Greetings! We hope you have all had a chance by now to get hands-on with the new features and updates released as part of ZO25. Yes, we understand that you may have questions and feedback. To ensure you gain a comprehensive understanding of these updates,
Good news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
Next Page