Trigger Workflow and Assignment Rule via Deluge in Zoho CRM
When a Zoho CRM record is created/updated/deleted via Deluge, the system does not trigger any associated workflow/assignment rules unless it’s told …
Category: Zoho CRM
Invoice to Serialized Equipment
This tutorial will illustrate how to create a custom function (using Deluge scripting) where when an Invoice is submitted in Zoho Books, an Equipment …
Populate Picklist & Build Map from CRM to Creator
This tutorial provides a Creator script that loads related records from Zoho CRM and adds as values to a picklist (radio) field on Zoho Creator, then …
Triggering Function from Notes in Zoho CRM
This tutorial will demonstrate how to trigger a function from Notes in Zoho CRM using CRM Notifications, Zoho Flow webhook & serverless functions in Z…
Automated Invoice Creation via Zoho CRM
Configure an automation for sending out invoices based on a defined trigger in Zoho CRM.
Data Bind Fields between Modules in Zoho CRM
This automation allows you to sync fields between two separate modules using a data bind. Whenever edits are made on fields in one module, the corresp…
Deluge OAuth 2.0 Client Configuration
These Deluge scripts allow you to connect to APIs using the industry standard OAuth 2.0 framework. Provided are scripts for generating refresh tokens …
Create Custom Connections in Zoho CRM
This tutorial will walk you through creating custom connections in Zoho CRM where Zoho has not built a connection for.
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.
Deal Stage Duration Updater in Zoho CRM
Deluge automation that keeps track of how long a Deal record has been in its current stage.