Sync Territories for Related Modules in Zoho CRM
In Zoho CRM, ensure that all territories assigned in an Account gets assigned to all related Contacts by getting the territory IDs off the Account, then assigning them in Contacts via Territories API.
Converting Non-Lead Records in Zoho CRM
Convert fields, related activities, attachments, notes and more from one record to another across modules via custom function.
Quantitate Subform Table Values in Zoho CRM
We’ve developed a formula in our Zoho laboratory that sums up values of subform tables in Zoho CRM and we’re glad to share it with you at the cost of… 5 minutes of your time.
Automated Invoice Creation from Zoho CRM
How nice would it be if you could, at the press of a button, send clients an email w/a Zoho Books invoice? Replete with “Pay Now” buttons that link to PayPal/Stripe/other payment gateways?
Convert Leads via API in Zoho CRM
Shows off Lead conversion via API in Zoho CRM — what parameters need to be passed, and how to update the resultant records.
Deluge API Pagination to Get More Than 200 Records
The API-pagination Deluge script enables you to handle pagination when calling an API. The Zoho CRM API is used here, but you can modify this to work with any API.
Serverless Function in Zoho CRM (The Complete Guide)
Serverless functions in Zoho CRM allow you to execute a function via REST API. This tutorial will cover both using and implementing Zoho CRM serverless functions.
Invoice & Commission Record Creation in Zoho CRM
This post provides a sample CRM function for ‘Affluence Financial Planning’ to create Commission records and an Invoice.
Search Zoho Desk Records via API
Learn to search for records using the Zoho Desk API. This tutorial will demonstrate how to get a Contact’s most recent ticket based on email on Zoho Desk, and linking it to the CRM Contact Record. Prior experience with Deluge Scripting & ‘invokeurl’ function is necessary.
Auto Apply Retainer via Zoho Books
Learn how to auto apply retainer via Zoho Books API. This tutorial will require a connection to Zoho Books API, one Retainer Invoice & an invoice that the function will be applied to.