Custom Button and Extension Details

This article provides some more technical detail on how the custom buttons and the Chrome extension work to launch the Scheduler application.

Custom Button URL

When you create a custom button in Zoho CRM, you need to provide a URL for the button to link to. The URL for launching Scheduler should be in the following format:

https://app.scheduler.so/search?wf=<WORKFLOW_ID>&recordId=<CRM_RECORD_ID>

• wf=<WORKFLOW_ID>: This query parameter specifies the ID of the workflow that should be used. This is how Scheduler knows which set of configurations to apply.
• recordId=<CRM_RECORD_ID>: This query parameter passes the ID of the CRM record that the button was clicked from. Scheduler uses this to fetch the necessary context from the source record.

You should use the merge tokens provided by Zoho CRM to dynamically insert the record ID into the URL.

Chrome Extension

The Chrome extension works by detecting when you are on a Zoho CRM record page. It then extracts the module and the record ID from the page's URL.

When you click the extension's icon, it constructs a URL in a similar format to the custom button URL and opens Scheduler in a new tab. Because the extension can determine the module from the page it is on, it is able to provide a seamless experience without the need for manual configuration.