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    Home » Zoho CRM

    Category: Zoho CRM

    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 …
    Jay April 6, 2021

    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 …
    Kurt Volmar February 23, 2021

    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 …
    Jay February 23, 2021

    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…
    Jay February 23, 2021

    Automated Invoice Creation via Zoho CRM

    Configure an automation for sending out invoices based on a defined trigger in Zoho CRM.
    Ashton Jensen February 23, 2021

    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…
    Jay February 23, 2021

    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 …
    Kurt Volmar February 23, 2021

    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.
    Kurt Volmar February 23, 2021

    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.
    Ashton Jensen February 23, 2021

    Deal Stage Duration Updater in Zoho CRM

    Deluge automation that keeps track of how long a Deal record has been in its current stage.
    Jay February 23, 2021
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