Testing It on the Trigger

To test the entire process:

• create another invoice record
• record a payment for it
• in the “Payment History” section below the payment record, you can check to see if the workflow rule triggered the custom function
• you may have to refresh the page for it to appear
• once you see that, click into the Customer record to see that our custom field, “Last Payment Date”, was updated

Like I mentioned at the beginning of the course, this could be useful information to sync to CRM. Then, you could create segments within CRM or Campaigns based on a client’s last payment date.

Read more about the Zoho CRM-Books integration.