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?
70 Things The Zoho Financial Plus Suite Can Do For You
If you’re an accountant/financial kind of person. And I suppose it can be fun even if you aren’t one, as long as you have the right tools to make it so. The Zoho Finance Plus suite is just the right tool, if I do say so myself. So let’s take a look-see at the wide range of things Zoho Finance can do for you and your business.
Automate Your Commissions Tracking with Zoho Analytics
Whether you work primarily out of CRM or the Zoho Finance Suite, you can use Analytics to build commissions dashboards. This involves some fairly simple SQL code.
Create All-You’ll-Ever-Need Inventory Reports with Zoho Analytics
Learn to create a customized inventory report with Zoho Analytics. This tutorial contains a link to our GitHub page for SQL code that will help with your table creations.
Advanced Inventory Tracking in Zoho Analytics
If you are an inventory manager, this blog post could change your life. If you are not, it will at least teach you how to build some wicked inventory tracking for your business.
Link Zoho Analytics Reports to Records in Zoho Apps
Learn how to link Zoho Apps with Analytics using SQL. Instantly be taken straight to a specific record within another app from Analytics.
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.
Zoho CRM x Shopify Orders Integration
Integrate Shopify orders with Zoho CRM using Deluge scripting. Also, use Zapier for proper API integration between Shopify & Zoho CRM.
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.