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Deluge (Beginner)

Deal Stage Duration Updater in Zoho CRM
Deluge | Zoho CRM

Deal Stage Duration Updater in Zoho CRM

By March 30, 2024

Deluge automation that keeps track of how long a Deal record has been in its current stage.

Read More Deal Stage Duration Updater in Zoho CRMContinue

Deluge | Zoho CRM

Data Bind Fields between Modules in Zoho CRM

By March 30, 2024

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.

Read More Data Bind Fields between Modules in Zoho CRMContinue

Learn Coding in Zoho Without Zoho
Deluge

Learn Coding in Zoho Without Zoho

By March 30, 2024

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!

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Updating Multi-Select Lookup on Zoho CRM
Deluge | Zoho CRM

Updating Multi-Select Lookup on Zoho CRM

By March 30, 2024

Learn how to update multi-select/multi-user lookup fields on Zoho CRM via the wonders of Deluge scripting.

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Date-Time Format Conversion in Zoho Deluge
Deluge

Date-Time Format Conversion in Zoho Deluge

By March 30, 2024

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.

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Sync Territories for Related Modules in Zoho CRM
Deluge | Zoho CRM

Sync Territories for Related Modules in Zoho CRM

By March 30, 2024

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.

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Convert Leads via API in Zoho CRM
Deluge | Zoho CRM

Convert Leads via API in Zoho CRM

ByPeter March 22, 2024March 30, 2024

Shows off Lead conversion via API in Zoho CRM — what parameters need to be passed, and how to update the resultant records.

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Invoice & Commission Record Creation in Zoho CRM
Deluge | Zoho CRM | Zoho Finance Suite

Invoice & Commission Record Creation in Zoho CRM

ByPeter March 22, 2024March 30, 2024

This post provides a sample CRM function for ‘Affluence Financial Planning’ to create Commission records and an Invoice.

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Get & Update Invoice Custom Fields in Zoho Books
Deluge | Zoho Finance Suite

Get & Update Invoice Custom Fields in Zoho Books

ByPeter March 22, 2024March 30, 2024

This tutorial provides a Deluge script that will get custom field records from an Invoice, then subsequently update the custom fields on the Invoice.

Read More Get & Update Invoice Custom Fields in Zoho BooksContinue

Coding Your First CRM Custom Function (for Non-Programmers!)

Coding Your First CRM Custom Function (for Non-Programmers!)

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Course Content

Why Use Deluge and Intro to Functions in Zoho CRM 2 Topics
Lesson Content
0% Complete 0/2 Steps
Function Use Case
Navigating To Creating Functions
Writing Our Function 13 Topics
Lesson Content
0% Complete 0/13 Steps
Edit Argument
Get Record By ID
Putting Semicolons At the End of Each Line
Info Statements and Save and Execute
JSON Viewer
Naming Variables and Get ( ) Functions
How Do We Know Variable Names?
Get the Rest of the Address
Getting the Account ID
Naming Info Statements to Keep From Getting Confused
Maps and Put ( ) Statements
API Names and Finishing Our Put Function
Update Records
Testing Our Live Function 5 Topics
Lesson Content
0% Complete 0/5 Steps
Creating a Workflow Rule for the Function
Testing the Function Using Our Workflow Rule
Other Ways to Trigger Functions
Another CRM Function Use Case
Deluge – Next Steps