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.
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.
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.
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.
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.
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.
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.
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 necessary.
Automated Invoice Creation via Zoho CRM
Configure an automation for sending out invoices based on a defined trigger in Zoho CRM.
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.
