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.
Sales Commissions Dashboard in Zoho Analytics
Create dashboards according to any business’ criteria that update regularly in Analytics and avoid the extra monthly or quarterly work of manually calculating commissions.
Build a Sales Funnel SQL Table in Zoho Analytics
Learn to build a SQL table for easy business analysis in Zoho Analytics. This lesson will illustrate how to build a Sales Funnel Chart.
Get & Update Invoice Custom Fields in Zoho Books
This tutorial provides a Deluge script that will get custom field records from an Invoice, then subsequently update the custom fields on the Invoice.
Create Linking Invoice in Zoho Books
This tutorial features a custom function that will create an additional invoice based on the Event Date of a previous Invoice.
Auto Assign Reporting Tag in Zoho Books
This tutorial will teach you to how to automatically create and assign a Reporting Tag to an Invoice Line Item in Zoho Books- if there is an associated Project. Can also be adapted to work on other modules.
Advanced Item Tracking in Zoho Analytics
Using this SQL query table, along with Zoho’s summary reports built using it as a base table, track your item-level inventory through every possible transaction in one centralized dashboard in Zoho Analytics.
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.
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.
Create Custom Connections in Zoho Books
Create custom connections with various APIs in Zoho Books. This tutorial will focus on the Zoho Books API, but this will also work with all Zoho APIs that use OAuth 2.0.
