Search records with Zoho Deluge and COQL

   November 28, 2025       Deluge Scripts

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Search records with Zoho Deluge and COQL

Creating custom functions in Zoho CRM to perform complex searches, like counting the number of meetings associated with a contact within the current month, poses challenges for developers due to limitations in the standard Deluge search functions. Standard methods struggle with date range queries and do not support the direct counting of records in a collection.

A more effective strategy is to utilize the Zoho CRM Query Language (CoQL) alongside the invokeurl task.

The core issue is the difficulty of searching for records that fall "in" a specific period, such as the current month, using basic criteria. CoQL resolves this by providing the necessary tools to structure advanced queries, particularly the use of the between operator for defining date ranges.

For CoQL to function correctly, all date-time parameters must adhere to the ISO 8601 standard, including the timezone offset (e.g., 'YYYY-MM-dd'T'HH:mm:ss'-07:00'). By precisely defining the Startdate and Enddate in this format, you can accurately query the events for the "current month".

For detailed implementation steps and code examples, refer to this post.

Source: Zoho Deluge search records with COQL

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Automating Your Weekly Reports: Exporting Custom Views from Zoho People

Automating Your Weekly Reports: Exporting Custom Views from Zoho People

   October 29, 2025       Deluge Scripts

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Automating Your Weekly Reports: Exporting Custom Views from Zoho People

Sending weekly reports is a must for keeping teams informed, but manually exporting data from Zoho People can become a tedious, repetitive task. While the UI makes one-time exports easy, many users look for a way to automate this process and send the file as an email attachment.

This challenge often comes up when trying to use Zoho deluge built-in functions with a specific custom view. The good news is that by leveraging the Zoho People API within a custom scheduler, you can transform a manual export into a reliable, automated workflow.

The complete solution goes a step further by using the fetched data to dynamically generate a CSV file with the correct column headers and then sends it as a weekly email attachment.

This is a fantastic example of using Custom Functions and the API to handle data manipulation and reporting that goes beyond the standard UI options, turning a complex requirement into a smooth, automated process.

For detailed implementation steps and code examples, refer to this community post.

Source: Export custom view with deluge script

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Zoho CRM Call Logging

Zoho CRM Call Logging

   October 14, 2025       Deluge Scripts

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Zoho CRM Call Logging

A common need is the ability to create a call record in Zoho CRM using a workflow rule.You may have noticed that the standard "Create Record" action in workflows does not include the 'Calls' module. This limitation exists because the Calls module is designed for integration with telephony systems.

The solution to automate call logging is to use a custom function written in deluge.

A custom function, written in deluge, allows developers to programmatically create the call record. This is useful for automatically logging events like a "Cancellation Call" when a specific action occurs in another module, such as a deal status change.

Once configured, the custom function handles retrieving the necessary record data, structuring the data, and successfully creating the call record, which is correctly associated with the triggering record.

For the complete code and detailed step-by-step instructions on implementing this solution, please follow the link below. Zoho CRM Call Logging

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Zoho Desk Automated Ticketing

Zoho Desk Automated Ticketing

   September 19, 2025       Deluge Scripts

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Zoho Desk Automated Ticketing

In the fast-paced world of customer service, every interaction matters. A negative customer happiness rating on a ticket can be an immediate red flag, signaling an issue that requires a quick and proactive response. Manually monitoring every feedback rating in your zoho ticketing system and assigning follow-up actions can be both time-consuming and inefficient.

This is where automation becomes a game-changer for your zoho support desk. By creating a simple workflow rule, you can ensure that every time a ticket receives a negative rating, a follow-up call is automatically created and assigned to the relevant agent or manager. This transforms a reactive process into a proactive one, helping your team to address concerns promptly and demonstrate a commitment to customer satisfaction.

The benefits of automating this process in your zoho service desk are significant:

Swift Response: The system schedules a call as soon as the negative rating is received, ensuring a timely response.

Built-in Accountability: The automated call can be assigned directly to the ticket’s owner, making them immediately responsible for the follow-up.

Effortless Context: The call can be pre-populated with all the necessary details, including the reason for the call, the ticket ID, and the customer's information.

By leveraging automation, you can ensure that no negative feedback slips through the cracks. This not only helps with customer retention but also turns a potential point of friction into an opportunity to build stronger customer relationships.

Source: Zoho Ticketing

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Upload Files with Zoho Workdrive API

Upload Files with Zoho Workdrive API

   August 20, 2025       Deluge Scripts

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Upload Files with Zoho Workdrive API

Managing documents can be a complex task, especially when you need to automate file uploads from various sources.

Zoho WorkDrive API offers a robust solution that allows you to seamlessly integrate file management into your workflows. Using the WorkDrive API, you can programmatically upload files, ensuring they are automatically organized and accessible to your team.

The core of the upload process involves a straightforward interaction with the WorkDrive API.

You simply need to reference the file you want to upload and designate the target folder within WorkDrive.

The API handles the rest, securely transferring the file to its new home. This method is highly reliable and ensures the integrity of your documents.

For more advanced needs, the API allows for connections to various Zoho services, enabling you to build complex, multi-step workflows. For example, you can download a file from Zoho CRM and then use the API to upload it directly to a specific project folder in Zoho WorkDrive, all without manual intervention.

This level of automation streamlines your operations and enhances productivity.

Source: Zoho WorkDrive API File Upload

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Zoho Sites with dynamic content

Zoho Sites with dynamic content

   August 14, 2025       Deluge Scripts

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Zoho Sites with dynamic content

Want to show real-time data from other services on your zoho website without having to manually update the page? Dynamic content changes based on user actions and is a great way to display data from third-party services directly on your zoho site. This functionality is available in the zoho website builder and can be used by integrating different applications like Zoho Sites and Zoho Creator.

Dynamic content is made up of four key components:

• Functions: These are Deluge functions that act as an interface to fetch data from third-party services.
• Views: Written in the Face template language designed for Zoho Sites, views are responsible for displaying the dynamic content, while static content is handled by HTML.
• Stylesheets: These use CSS to control the look and feel of your dynamic content.
• JavaScript: This component is used for advanced UI event handling.

A core part of dynamic content is its deluge functions. For example, a deluge function could be used to fetch records from Zoho Creator, which would then be displayed on your zoho site through a view. You can also use deluge functions to push data from Zoho Sites forms to other applications like Zoho Creator or Zoho CRM.

This feature opens up many possibilities for building more interactive and data-driven websites. For more information, check out the full article on using dynamic content to build integrations on your site.

Source: Zoho Sites Dynamic Content

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Zoho CRM related list function

Zoho CRM related list function

   August 06, 2025       Deluge Scripts

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Zoho CRM related list function

Creating a related list in Zoho CRM can be a powerful way to organize data and provide context. One common scenario involves linking three interconnected modules, such as Suppliers, Account Managers, and Clients, where each Client has a specific Account Manager and each Account Manager has a dedicated Supplier. While Zoho CRM allows for related lists between Account Managers and Suppliers, and Suppliers and Clients, you might want a direct related list between Account Managers and Clients to see all clients associated with a particular Account Manager.

To achieve this, you can use a deluge script in Zoho CRM. The solution involves creating a lookup field in the Clients module for Account Managers, and then using a zoho crm custom function in the Suppliers module to automatically associate clients with the correct Account Manager. This function will trigger whenever a supplier's record is updated.

Here’s a breakdown of the steps: Create a Lookup Field: First, create a lookup field for 'Account Managers' within the 'Clients' module. Create a Custom Function: In the Suppliers module, set up a zoho crm related list function that will automatically populate the new Account Manager lookup field in the Client records. The function gets all clients related to a specific supplier and then updates each client record with the Account Manager ID associated with that supplier.

This method effectively bridges the gap between the Account Managers and Clients modules, providing a direct and automatically updated related list that can be viewed from the Account Manager's record. This eliminates the need for manual updates or relying solely on reports, creating a more integrated and efficient workflow.

For additional implementation steps and zoho crm deluge script examples, refer to the Zoho CRM community forum.

Source: Zoho CRM related list function

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Create deals in Zoho CRM from Zoho Books estimates

Create deals in Zoho CRM from Zoho Books estimates

   August 04, 2025       Deluge Scripts

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Create deals in Zoho CRM from Zoho Books estimates

For those who use Zoho CRM and Zoho Books together, a new zoho books custom functions helps optimize the sales process by creating a deal in Zoho CRM when an estimate is created in Zoho Books.

This automation is set up using a custom function and a workflow rule. You create the custom function first, and then configure a workflow rule to trigger it automatically in your zoho books implementation.

This function provides a way to link sales and accounting processes, helping ensure that your sales team is immediately aware of a new zoho estimate created.

Source: Create deals in Zoho CRM from Zoho Books estimates

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Deluge scripting in Zoho Mail: Automate Email Processing

Deluge scripting in Zoho Mail: Automate Email Processing

   August 01, 2025       Deluge Scripts

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Deluge scripting in Zoho Mail: Automate Email Processing 

Zoho Mail's filter feature, when combined with deluge, allows you to automate tasks based on incoming emails. You can configure filter criteria that act as a rule to trigger a deluge function. This is useful for automating repetitive tasks like parsing email content and posting details to another service, which can prevent manual errors and save time.

For example, imagine a vendor sends invoices to your email, and you want to automatically post the invoice ID, date, and total amount to a Zoho Cliq channel. Instead of manually copying and pasting the details, you can use a Deluge function to automate the entire process.

Here's a look at the process:

Set up the filter: You create an incoming filter in Zoho Mail that triggers a custom deluge function when an email is received from the specific vendor's email address.

Create the Deluge function: The function would use Zoho Mail deluge integration tasks to fetch the email's content.

Parse the content: The script then handles the returned text to structure it as valid XML and uses XPath to extract the required information, such as the invoice ID, invoice date, and total amount.

Post to Zoho Cliq: Finally, the extracted details are formatted and posted to the designated Zoho Cliq channel using a webhook.

By leveraging deluge with Zoho Mail filters, you can streamline workflows and automate data handling directly from your inbox.

Source: Deluge scripting in Zoho services: Zoho Mail

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Zoho Desk Deluge to retrieve latest comment

Zoho Desk Deluge to retrieve latest comment

   July 30, 2025       Deluge Scripts

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Zoho Desk Deluge to retrieve latest comment

For those working with Zoho Desk and looking to access the most recent comment on a ticket, there's a straightforward approach using custom functions. While the API documentation provides details on listing all comments, you can efficiently retrieve just the latest one by incorporating specific parameters.

Previously, users might define latestThread to get the most recent thread. However, to get the latest comment, you can use a similar invokeurl structure. The key is to add parameters that sort by commentedTime in descending order and limit the results to just one.

Alternatively, for those utilizing Zoho Desk's built-in Deluge tasks, you can use zoho.desk.getRelatedRecords. This method also allows you to specify sorting and limits to efficiently retrieve the latest comment.

Source: ZoHo Desk Deluge - Custom Function - Retrieving Latest Comment

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Zoho Deluge task creation in Projects

Zoho Deluge task creation in Projects

   July 29, 2025       Deluge Scripts

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Zoho Deluge task creation in projects

Automating tasks in project management can significantly streamline workflows and improve consistency. A common challenge in project setup is ensuring that the correct task templates are applied based on specific project requirements. Zoho Projects offers a powerful solution to this by allowing you to dynamically generate tasklists based on values selected in custom fields, leveraging Custom Functions and Workflow Rules.

Consider a scenario where a 'Category' custom field is created within the Tasks module, with values directly corresponding to your available task templates. When a specific task (e.g., 'Development') has a value selected in this 'Category' field, you can automate the creation of a tasklist by applying the matching task template. This eliminates manual selection, ensures consistency, and speeds up project initiation.

This automation is achieved by setting up a custom function within Zoho Projects, which is triggered by a workflow rule. The custom function reads the value from the 'Category' field and then programmatically creates the appropriate tasklist using the Zoho Projects API.

To implement this, you will need to create a connection with the necessary scopes ("ZohoProjects.tasklists.ALL, ZohoProjects.tasks.ALL") and integrate a custom function into your workflow rules.

For more details on how to set this up and for the necessary custom function code, refer to the source of this article.

Source: Zoho Deluge task creation in Projects

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Zoho CRM Record Updates

Zoho CRM Record Updates

   July 29, 2025       Deluge Scripts

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Zoho CRM: Mastering Record Updates with the zoho.crm.updateRecord() task

For anyone working with Zoho CRM, keeping your records accurate and up-to-date is essential. The zoho crm deluge updateRecord() task in Zoho CRM provides a powerful way to programmatically modify existing records within your modules. This is particularly useful for automating data synchronization or building custom integrations that need to react to changes in other systems.

The zoho crm deluge updateRecord() task allows you to update a record in any module within your Zoho CRM instance. You simply specify the module, the unique ID of the record you wish to update, and a map containing the fields you want to modify along with their new values. The keys in this map should be the API names of the fields.

Imagine you have an account record with shipping and billing addresses, and you want to ensure that all related contacts also reflect these address details. With zoho.crm.updateRecord(), you can easily fetch the address information from the parent account and then iterate through the related contacts, updating their mailing and other address fields automatically. This eliminates manual data entry and ensures consistency across your CRM.

Another practical application is updating tasks. You can obtain a task ID and then use zoho.crm.updateRecord() to modify its status, or even link it to specific contact and account records using their respective IDs. This can be invaluable for automating workflow processes, such as marking a task as "In Progress" once certain conditions are met, or associating a task with a newly created contact.

Whether you're looking to synchronize data, automate workflows, or simply maintain cleaner records, understanding and utilizing the zoho crm deluge updateRecord() task is a key skill for any Zoho CRM power user or developer.

Source: CRM Tasks - Update Records

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Custom Calculation in Zoho Books Invoices

Custom Calculation in Zoho Books Invoices

   July 28, 2025       Deluge Scripts

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Custom Calculation in Zoho Books Invoices: Incorporating Two Custom Fields for Item Amount

Zoho Books typically calculates the Item Amount in invoices by multiplying Quantity and Rate. However, a new function has been introduced that allows you to include two custom fields in this calculation, making it more flexible for diverse business needs. The formula becomes:

Item Amount = Custom Field 1 × Custom Field 2 × Rate × Quantity

This enhancement is particularly useful for businesses that require more detailed measurements for their billing. For example, a steel production plant can use this function to calculate the Item Amount of steel sheets based on their length, width, quantity, and rate per square foot. The length and width would be entered into the custom fields, and the function would then automatically calculate the Item Amount.

Prerequisites for Implementation: Create a Connection: A connection named "zbooks" is required for the function to execute successfully. Create Custom Fields: Set up two item-level custom fields (Decimal type) for your two additional variables (e.g., "Length" and "Width"). These will be displayed in sales transactions. Create another custom field named "Unit Rate" (also an item-level field) to store the original sales rate of the line item.

Once the invoice is saved, the custom function will be executed. It first copies the original sales rate to the "Unit Rate" custom field. Then, it calculates "Length × Width × Unit Rate" and populates this result into the default "Rate" field. Finally, Zoho Books calculates "Rate (Default field) × Quantity" and fills the result into the "Amount" field. For detailed instructions and the custom function code, you can refer to the GitHub link provided in the source.

Source: Custom calculation in item table of invoices (2 fields)

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Opening Zoho Creator Forms in a Widget Pop-up

Opening Zoho Creator Forms in a Widget Pop-up

   July 28, 2025       Deluge Scripts

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Opening Zoho Creator Forms in a Widget Pop-up

A common question among Zoho Creator users is how to create a button within a widget that triggers a pop-up form. While direct HTML snippets for pop-ups work well in other contexts, they might not function as expected within a widget.

Fortunately, there are a couple of effective methods to achieve this.

One straightforward approach is to modify the href attribute of your button's link to include the complete Zoho Creator application URL, along with the target="_top" attribute. This ensures the link is opened in the top-level Browse context, allowing the form to appear as a pop-up.

For a more robust and "true" form pop-up, you can leverage an onclick JavaScript function instead of a direct link tag. This method provides greater control over the pop-up window's behavior. This method is particularly useful when working with more complex interactions and dynamic form loading in Zoho Creator.

These solutions provide flexible ways to integrate Zoho Creator forms seamlessly within your widgets, enhancing user experience and streamlining workflows without the need for deluge script in zoho creator for the pop-up itself, focusing on the client-side interaction. While Zoho Creator deluge scripts are powerful for backend logic, for widget pop-ups, these HTML and JavaScript approaches are effective.

Source: Zoho Community Forum - How can I create a button in a widget that pops up a form created in ZOHO Creator when clicked?

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Sending Email Templates with Deluge Script

Sending Email Templates with Deluge Script

   July 28, 2025       Deluge Scripts

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Sending Email Templates with Deluge Script

For Zoho users, the ability to send templated emails is essential for consistent and efficient communication. While Zoho provides robust email functionalities, sometimes you need to dynamically inject content from your email templates directly into your zoho deluge sendmail task. This allows for greater flexibility and automation in your workflows.

Traditionally, sending emails using the zoho deluge sendmail task might involve constructing the HTML content directly within the script. However, this can become cumbersome and difficult to manage, especially for complex or frequently updated templates. By leveraging Zoho's API, you can now render existing email templates and use their content within your deluge custom functions.

The core idea is to use the Zoho Desk API (or the relevant Zoho service API where your templates are stored) to "render" a specific email template. This rendering process takes your defined template, including any placeholders for dynamic data, and generates the complete HTML body. Once you have this HTML content, you can then use it within your deluge script to send a personalized email.

This approach ensures that your email's design and structure remain consistent, as they are managed within the zoho email template editor. Your deluge script then focuses on the automation logic and populating the dynamic fields within that pre-designed template.

For detailed implementation steps and code examples, refer to the Zoho Desk community forum.

Source: How Can I send email Template by deluge script

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