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Use Deluge to Push CRM Notes into Zoho Analytics (Intro to the Analytics API)
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Understanding and Setting Up a Scheduled Function5 Topics
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Write Your Scheduled Function12 Topics
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WRITE OUT YOUR PLAN Ahead of Time
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Looking at the Analytics API Docs
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Setting Your Initial Variables
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Call All of Your CRM Notes
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Create and Populate Your Note Map
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DON'T FORGET to Set Your Date Format
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Search Your CRM Notes Table for Existing Notes
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Update Your Existing Row in Analytics
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Add a Row to Your CRM Notes Table
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Throw ALL Your CRM Notes into the Table
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Review the Notes Import and Schedule Your Function
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Ideas for Working with This Data in Analytics
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WRITE OUT YOUR PLAN Ahead of Time
Lesson 1, Topic 5
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Talking Through the Difference Between Scheduled and Normal Functions
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Because scheduled functions run on set time intervals instead of being triggered by system actions, they don’t actually require defined arguments either. In a scheduled function, you need to run a search or getRecords function to grab all of the records you want to work with.
Along the same lines, you don’t work out of a specific module. Depending on the need, you can call records from whichever module you need.