Coding Your Second Deluge Function
Intro to Our Function
Prepping the System
Finishing System Prep
Creating a Zoho Books Connection
Creating Commission Records
Getting Our Function Started
Getting Our Deal JSON
Adding More Variables to Our Commission
Intro to If Statements
Calculating the Commission Amount
Building Our Commission Map
Building Your First List
So, Uh, What the Heck Happened? Lists and For Each Loops
Populating Lookup Fields with Unique ID Value
BONUS LEVEL: Combining IF Statements and FOR EACH Loops
BONUS LEVEL: Cleaning Up Our Function With Comments
Making Vital Variables Mandatory
Creating an Invoice In Zoho Books
Understanding Unique Lookup Values
Zoho Books Organization ID
Getting Our Search Parameters
Using Our Search Parameters
This Function is Broken! We Need to Rewrite It
Using IsEmpty() If Statements
Else Statement Creating a New Contact If One Doesn’t Exist
Populating Our Invoice Map
Adding a Line Item
Testing Our Function
Dealing With Dates
Other Errors
Set Up the Function Trigger
Previous Topic
Next Topic

Creating an Invoice In Zoho Books

Coding Your Second Deluge Function Creating an Invoice In Zoho Books

The task here is to create an Invoice in Zoho Books and send it to the Account from the Deal record in CRM.

So, taking advantage of the sync from CRM to Books (Accounts sync to Books as ‘Customers’), we need to make sure and find the right Customer to whom we can send the invoice.

Once again for reference, the link to our GitHub with the exact code for this whole function

Lesson Content
0% Complete 0/13 Steps
Understanding Unique Lookup Values
Zoho Books Organization ID
Getting Our Search Parameters
Using Our Search Parameters
This Function is Broken! We Need to Rewrite It
Using IsEmpty() If Statements
Else Statement Creating a New Contact If One Doesn’t Exist
Populating Our Invoice Map
Adding a Line Item
Testing Our Function
Dealing With Dates
Other Errors
Set Up the Function Trigger
Previous Topic
Back to Course
Next Topic
Coding Your Second Deluge Function Creating an Invoice In Zoho Books
close
  • Pricing
  • Get Help With Zoho
  • Free Zoho Learning Paths
  • Zoho Resources
    • Zoho Codebase
    • Zoho App Guides
Login
Lesson Content
0% Complete 0/13 Steps
Understanding Unique Lookup Values
Zoho Books Organization ID
Getting Our Search Parameters
Using Our Search Parameters
This Function is Broken! We Need to Rewrite It
Using IsEmpty() If Statements
Else Statement Creating a New Contact If One Doesn’t Exist
Populating Our Invoice Map
Adding a Line Item
Testing Our Function
Dealing With Dates
Other Errors
Set Up the Function Trigger
Previous Topic
Back to Course
Next Topic