Dynamic Form & Acceptance Criteria Hack for Zoho Creator
Today, we’re gonna show you how to exploit the Zoho Creator x CRM integration in a slightly unorthodox, but innovative way.
Updating Multi-Select Lookup on Zoho CRM
Learn how to update multi-select/multi-user lookup fields on Zoho CRM via the wonders of Deluge scripting.
Date-Time Format Conversion in Zoho Deluge
When it comes to date-time fields, Zoho demands a specific format. We’re gonna show you how you can convert date-time formats back and forth to be Zoho-compatible.
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.
