Automated Invoice Creation via Zoho CRM

 				 					// Start by defining all the variables that you will need throughout the function, pulled from the CRM Contact record. Then call the Zoho Books Organizations API. You will have to do some sort of search based off name or something else if you have more than one organization. contactRecord = zoho.crm.getRecordById("Contacts",CONTACT_ID); info contactRecord; email = contactRecord.get("Email"); firstName = contactRecord.get("First_Name"); lastName = contactRecord.get("Last_Name"); otherInfo = contactRecord.get("other_custom_field"); //other info as needed getOrganizations = invokeurl [ 	url :"https://books.zoho.com/api/v3/organizations" 	type :GET 	connection:"zohobooks" ]; info getOrganizations; orgId = getOrganizations.get("organizations").get(0).get("organization_id"); info orgId; // Now that we have our defined variables, we search the Contacts module for contacts with a matching email address. It returns a list of contacts (just one) searchParam = {"email":email}; contactSearch = zoho.books.getRecords("Contacts",orgId,searchParam).get("contacts"); contactId = null; contactPersonId = null; // Check If Contact is Found. If (the list) is not empty, we query the primary contact's info to put on the invoice if(!contactSearch.isEmpty()) { 	// Get Contact Record 	contact = contactSearch.get(0); 	contactId = contact.get("contact_id"); 	contactDetails = zoho.books.getRecordsById("contacts",orgId,contactId).get("contact"); 	contactPersons = contactDetails.get("contact_persons").toList();  	// Find Primary Contact 	for each contactPerson in contactPersons 	{ 		if(contactPerson.get("is_primary_contact")) 		{ 			contactPersonId = contactPerson.get("contact_person_id"); 		} 	} } else //(list is empty, create the Contact and Contact person in Books and get the info for the Invoice) { 	// Create Map for New Contact 	newContactMap = Map(); 	newContactMap.put("email",email); 	newContactMap.put("contact_name",firstName + " " + lastName); 	newContactMap.put("contact_persons", {{"first_name":firstName,"last_name":lastName,"email":email}} );  	// Create New Contact 	createContact = zoho.books.createRecord("Contacts",orgId,newContactMap); 	contact = createContact.get("contact"); 	contactId = contact.get("contact_id");  	// Get Contact Person Info 	contactPerson = contact.get("contact_persons").get(0); 	contactPersonId = contactPerson.get("contact_person_id"); }  // Create New Invoice map and select a specific template if needed invoice = Map(); invoice.put("customer_id",contactId); invoice.put("date",today); invoice.put("template_id","your_templateId"); contactPersonsList = List(); contactPersonsList.add(contactPersonId); invoice.put("contact_persons",contactPersonsList); invoice.put("line_items",{{"item_id":"2062836000120068237","quantity":"1","invoice_custom_field":otherInfo}});  //create a map for custom fields and add them to the invoice customList = List(); customField1 = Map(); customField1.put("label","your_label"); customField1.put("value", ifnull(your_value, "")); customList.add(customField1); // // for second custom field // customField2 = Map(); // customField2.put("label","your_2nd_label"); // customField2.put("value",ifnull(your_2nd_value,"")); // customList.add(customField2); invoice.put("custom_fields", customList);  // Set Payment Options - this code enables both Paypal and Stripe, but you can of course customize it paymentOptions = List(); paypalMap = Map(); paypalMap.put("gateway_name","paypal"); paypalMap.put("additional_field1","standard"); stripeMap = Map(); stripeMap.put("gateway_name","stripe"); paymentOptions.add(paypalMap); paymentOptions.add(stripeMap); gatewayMap = Map(); gatewayMap.put("payment_gateways",paymentOptions); invoice.put("payment_options",gatewayMap);  // Create Invoice createInvoice = zoho.books.createRecord("invoices",orgId,invoice); info createInvoice;  //If the invoice was created successfully, we send the email with the invoice and payment options via a Zoho Books API call code = createInvoice.get("code"); if(code == 0) { 	emailList = List(); 	emailList.add(email); 	invoiceInfo = createInvoice.get("invoice"); 	invoiceId = invoiceInfo.get("invoice_id"); 	info invoiceId; 	json = Map(); 	json.put("to_mail_ids",emailList); 	params = Map(); 	params.put("JSONString",json); 	emailInvoice = invokeurl 	[ 		url :"https://books.zoho.com/api/v3/invoices/" + invoiceId + "/email?organization_id=" + orgId 		type :POST 		parameters:params 		connection:"zohobooks" 	]; 	info emailInvoice.get("message"); }