Welcome to our Codebase
We’ve spent a lot of time coding in Deluge (as evidenced by the multiple head-shaped holes in the walls next to our desks).
If we’ve already done the work, we might as well share it!
Enjoy unlimited access to all our codes and documentation for cool implementations we’ve done!
|Dynamically Insert Subform Rows and Add Picklist Values in Zoho Creator||This set up allows you to insert subform rows and add to picklist dynamically with values unique to each row on a Zoho Creator subform.||uncategorized|
|Sorting Lists Containing Maps with Deluge||Deluge script for sorting lists containing maps by the specific key (by date-time/alphabetical order) in ascending/descending order.||deluge zoho-crm subject application||deluge-intermediate for-loops maps-and-lists||add list map put|
|Deluge Tips – Null Check||When scripting, ask yourself this question – will this value ever be null? If it’s a yes, that’s a place for a null check! Here are 3 tips and best practices to help you kickstart the habit.||deluge subject||best-practice error-free-script null-check tips tricks||containkey if ifnull isempty size zoho-crm-searchrecords||beginner|
|Build and Merge HTML Table into a Zoho Writer Template||This script allows you to create a HTML table in Deluge with dynamic rows, then merge the entire table into the Writer template via a Rich Text Field.||deluge zoho-writer subject application||alternate-table-row-colors html html-table merge-field||font table td tr cellpadding cellspacing font-color for-loops isodd zoho-crm-getrecordsbyid||intermediate|
|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 to. This article demonstrates the different trigger parameters needed to perform these actions.||deluge zoho-crm subject application||assignment-rule create-crm-records delete-crm-records deluge-trigger-parameters trigger-workflow update-crm-records||add if invokeurl list map put tostring wf_triggertrue zoho-crm-createrecord triggerworkflow|
|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 record is created in Zoho CRM that tracks which specific units a customer owns.||deluge zoho-crm zoho-finance-suite subject application||deluge-intermediate encode-url for-loops invoice-to-serialized-equipment search-records||for-loops invokeurl isempty zoho-crm-createrecord zoho-crm-searchrecords zoho-encryption-urlencode||intermediate|
|Zoho Inventory x Shopify Sales Order Integration||This tutorial demonstrates the integration between Shopify and Zoho Inventory. Use deluge scripting in Zoho Inventory to create Package and Shipment (marked as delivered), the Invoice (marked as sent), and the Payment for the Invoice upon Sales Order Creation.||deluge third-party-integrations zoho-finance-suite subject||automated-invoice-creation deluge-intermediate inventory-create-package inventory-create-payment inventory-create-shipment inventory-shopify-integration||for-loops if invokeurl isnull list map put todate tostring||intermediate|
|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 gets related info by creating maps and storing them in multi-line fields in Creator.||deluge zoho-crm subject application||creator-dynamic-picklist deluge-intermediate string-manipulation||for-loops removelastoccurence ui-add zoho-crm-getrecords zoho-crm-getrelatedrecords||intermediate|
|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 Zoho CRM.||deluge zoho-crm zoho-flow subject application||crm-notifications deluge-intermediate rest-api serverless-function||crmapirequest-get invokeurl zoho-crm-getrecordbyid||intermediate|
|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.||deluge zoho-finance-suite subject||automated-invoice-creation create-linking-invoices deluge-intermediate||add daysbetween deletekey for-loops list map put subday zoho-books-getrecordsbyid zoho-books-updaterecord||intermediate|
|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.||deluge zoho-finance-suite subject||books-update-custom-fields deluge-beginner maps-and-lists||add list map tolist zoho-books-updaterecord||beginner|
|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.||deluge zoho-finance-suite subject||books-auto-assign-reporting-tags books-custom-connection deluge-advanced for-loops||containkey for-loops if invokeurl isnull map put zoho-books-getrecordsbyid||advanced|
|Automated Invoice Creation via Zoho CRM||Configure an automation for sending out invoices based on a defined trigger in Zoho CRM.||deluge zoho-crm zoho-finance-suite subject application||automated-invoice-creation deluge-intermediate||add if invokeurl list map put tolist zoho-books-getrecords zoho-books-getrecordsbyid||intermediate|
|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.||sql zoho-analytics subject application||analytics-advanced-item-tracking||concat join left-join union-all||advanced|
|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 corresponding fields in the other gets updated accordingly.||deluge zoho-crm subject application||crm-data-bind-fields deluge-beginner for-loops||add for-loops list zoho-crm-getrecordbyid zoho-crm-getrelatedrecords zoho-crm-updaterecord|
|Invoice Serial Number Automation in Zoho Books||This automation gets the serial number of serialized items and populates them under the respective line item description in Zoho Books invoices.||deluge zoho-finance-suite subject||deluge-intermediate for-loops invoice-serial-number-automation maps-and-lists||add for-loops list map put replaceall tostring zoho-books-updaterecord zoho-inventory-getrecordsbyid||intermediate|
|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 and access tokens.||deluge zoho-crm subject application||deluge-advanced deluge-oauth-2-0-authentication refresh-access-token request-refresh-token||for-loops if invokeurl keys map put removelastoccurence||advanced|
|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.||zoho-crm application||crm-custom-connection|
|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.||deluge zoho-finance-suite subject||books-custom-connection deluge-advanced for-loops maps-and-lists retainer-invoice-automation||add if invokeurl list map put todecimal||advanced|
|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 …||deluge zoho-desk subject application||date-time-format-conversion deluge-intermediate for-loops search-records||invokeurl map put replaceall todatetime tolist zoho-crm-updaterecord||intermediate|
|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.||zoho-finance-suite subject||books-custom-connection|
|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.||deluge zoho-crm zoho-finance-suite subject application||automated-invoice-creation deluge-beginner for-loops maps-and-lists||add invokeurl isempty list map put zoho-books-createrecord zoho-crm-createrecord zoho-crm-getrecordbyid||beginner|
|Deal Stage Duration Updater in Zoho CRM||Deluge automation that keeps track of how long a Deal record has been in its current stage.||deluge zoho-crm subject application||api-pagination crm-reports date-time-calculation deal-stage-duration deluge-beginner for-loops||addall days360 for-loops if invokeurl list size zoho-crm-updaterecord||beginner|
|Pull Data & Push Changes via Zoho Creator Subforms||Learn to use a Deluge script that pulls records from Books/CRM/another database into a Zoho Creator Form as Subform Rows. Then, subsequently push changes to each individual record (or perform other actions like creating records) in the parent system.||deluge zoho-creator zoho-crm subject application||api-pagination automated-invoice-creation deluge-intermediate dynamic-creator-subform-rows for-loops maps-and-lists||add addall addbusinessday collection for-loops if insert invokeurl list map put size tostring zoho-books-createrecord||intermediate|
|Create Invoice and Collect Payment from Zoho Creator||Learn to configure collection of payment with a Creator form that doubles as registration or purchase order.||deluge zoho-creator zoho-finance-suite subject application||automated-invoice-creation deluge-intermediate for-loops maps-and-lists search-records||add if invokeurl list map openurl put size tolist tolong zoho-books-createrecord zoho-invoice-getrecordbyid||intermediate|
|Complex Assignment Rules Config via Zoho CRM Modules||Create and manage a potentially infinite number of assignment rules through a CRM Module with Subform, then process them all to achieve accurate assignment with a simple Deluge script.||deluge zoho-creator zoho-crm subject application||complex-assignment-rule crm-subforms deluge-intermediate||contains for-loops get-records if ifnull tolong||intermediate|
|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.||deluge zoho-crm subject application||deluge-intermediate rest-api serverless-function||invokeurl list map put tomap tostring||intermediate|
|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.||sql zoho-analytics subject application||build-sql-table create-sales-funnel-chart||concat join union-all where||intermediate|
|Send ZohoSign Document via Deluge in Zoho CRM||Learn to send a ZohoSign Document via a Deluge custom function upon criteria met, instead of using the manual “Send for ZohoSign” button from a record.||deluge zoho-crm zoho-sign subject application||create-sign-doc-from-template deluge-intermediate maps-and-lists||addday list map plain-text-line-break-n put tostring zoho-crm-createrecord zoho-crm-getrecordbyid zoho-sign-createusingtemplate zoho-sign-gettemplatebyid||intermediate|
|Zoho CRM x Shopify Orders Integration||Integrate Shopify orders with Zoho CRM using Deluge scripting. Also, use Zapier for proper API integration between Shopify & Zoho CRM.||third-party-integrations zoho-crm subject application||create-shopify-records crm-shopify-integration crm-zapier-integration||for-loops getoccurencecount if map put size zoho-crm-searchrecords zoho-crm-updaterecord||advanced|
|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.||deluge subject||api-pagination deluge-intermediate while-loop||for-loops if invokeurl size||intermediate|
|Link Zoho Analytics Reports to Records in Zoho Apps||Learn how to link Zoho Apps with Analytics using SQL. Instantly be taken straight to a specific record within another app from Analytics.||sql zoho-analytics subject application||analytics-records-link||concat join||beginner|
|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.||sql zoho-analytics subject application||analytics-dashboard sales-commissions-dashboard||group-by join sum where||intermediate|
|Sync Territories for Related Modules in Zoho CRM||In Zoho CRM, ensure that all territories assigned in an Account gets assigned to all related Contacts by getting the territory IDs off the Account, then assigning them in Contacts via Territories API.||deluge zoho-crm subject application||crm-territories deluge-beginner for-loops territory-related-module-sync||add for-loops invokeurl list zoho-crm-getrecordbyid||beginner|
|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 zoho-crm subject application||convert-crm-leads-api deluge-beginner encode-url search-records||add if invokeurl isempty isnull list map put tostring zoho-crm-searchrecords zoho-encryption-urlencode||beginner|
|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.||deluge subject||date-time-calculation date-time-format-conversion deluge-beginner string-manipulation||addhour getprefix getsuffix remove replaceall tostring||beginner|
|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.||deluge zoho-creator zoho-crm subject application||creator-dynamic-picklist crm-creator-integration deluge-advanced for-loops string-manipulation||add for-loops getprefix hide if ifnull list removelastoccurence right show size tolong trim ui-add zoho-crm-searchrecords||advanced|
|Learn Coding in Zoho Without Zoho||Here’s a website that teaches you how to code in Deluge (Zoho’s scripting language), lets you try it out, and has an intuitive library of functions where you can browse and test. All that and you don’t even need a Zoho account, and it’s FREE!||deluge subject||deluge-beginner intro-to-deluge||beginner|
|Quantitate Subform Table Values in Zoho CRM||We’ve developed a formula in our Zoho laboratory that sums up values of subform tables in Zoho CRM and we’re glad to share it with you at the cost of… 5 minutes of your time.||deluge zoho-crm subject application||crm-subforms crm-subforms-summation deluge-intermediate for-loops maps-and-lists||for-loops map put tolong zoho-crm-getrecords||intermediate|
|Creating Folder/Doc & External Share Link in Zoho WorkDrive||Learn to create a folder within another folder on WorkDrive, create/merge a Writer Doc and storing in a WorkDrive folder generate an External Share Link for the Folder/Document||deluge zoho-workdrive zoho-writer subject application||deluge-intermediate generate-external-share-link mark-writer-doc-as-active merge-and-store-writer-doc zoho-workdrive-api||invokeurl map put zoho-workdrive-createfolder zoho-writer-mergeandstore||intermediate|
|Adding Subform Rows in Zoho CRM||Add subform rows on Zoho CRM via Deluge scripting without overwriting existing row(s), no API calls needed!||deluge zoho-crm subject application||crm-add-subform-rows crm-subforms deluge-intermediate for-loops maps-and-lists||add list map put zoho-crm-updaterecord||intermediate|
|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.||deluge zoho-crm subject application||deluge-beginner multi-select-lookup-update multi-user-lookup-update||invokeurl map put zoho-crm-createrecord||beginner|
|Converting Non-Lead Records in Zoho CRM||Convert fields, related activities, attachments, notes and more from one record to another across modules via custom function.||deluge zoho-crm subject application||crm-convert-activities crm-convert-related-lists crm-create-notes crm-delete-records crm-download-attachments crm-record-conversion crm-upload-attachments deluge-intermediate for-loops||for-loops if invokeurl map size zoho-crm-attachfile zoho-crm-createrecord zoho-crm-getrelatedrecords zoho-crm-updaterecord||intermediate|
|Advanced Inventory Tracking in Zoho Analytics||If you are an inventory manager, this blog post could change your life. If you are not, it will at least teach you how to build some wicked inventory tracking for your business.||sql zoho-analytics subject application|
|Automate Your Commissions Tracking with Zoho Analytics||Whether you work primarily out of CRM or the Zoho Finance Suite, you can use Analytics to build commissions dashboards. This involves some fairly simple SQL code.||sql zoho-analytics subject application|
|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?||deluge zoho-books zoho-invoice subject application||create-books-contact create-invoice-record email-invoice get-org-id set-payment-options|
|Create All-You’ll-Ever-Need Inventory Reports with Zoho Analytics||Learn to create a customized inventory report with Zoho Analytics. This tutorial contains a link to our GitHub page for SQL code that will help with your table creations.||zoho-analytics application||analytics-inventory-reporting|
|70 Things The Zoho Financial Plus Suite Can Do For You||If you’re an accountant/financial kind of person. And I suppose it can be fun even if you aren’t one, as long as you have the right tools to make it so. The Zoho Finance Plus suite is just the right tool, if I do say …||zoho-finance-suite subject|
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