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Deluge (Intermediate)

Quantitate Subform Table Values in Zoho CRM
Deluge | Zoho CRM

Quantitate Subform Table Values in Zoho CRM

By March 30, 2024

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.

Read More Quantitate Subform Table Values in Zoho CRMContinue

Deluge | Zoho Creator | Zoho CRM

Complex Assignment Rules Config via Zoho CRM Modules

By March 30, 2024

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.

Read More Complex Assignment Rules Config via Zoho CRM ModulesContinue

Create Invoice and Collect Payment from Zoho Creator
Deluge | Zoho Creator | Zoho Finance Suite

Create Invoice and Collect Payment from Zoho Creator

By March 30, 2024

Learn to configure collection of payment with a Creator form that doubles as registration or purchase order.

Read More Create Invoice and Collect Payment from Zoho CreatorContinue

Deluge API Pagination to Get More Than 200 Records
Deluge

Deluge API Pagination to Get More Than 200 Records

ByPeter March 22, 2024March 30, 2024

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.

Read More Deluge API Pagination to Get More Than 200 RecordsContinue

Serverless Function in Zoho CRM (The Complete Guide)
Deluge | Zoho CRM

Serverless Function in Zoho CRM (The Complete Guide)

ByPeter March 22, 2024March 30, 2024

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.

Read More Serverless Function in Zoho CRM (The Complete Guide)Continue

Create Linking Invoice in Zoho Books
Deluge | Zoho Finance Suite

Create Linking Invoice in Zoho Books

ByPeter March 22, 2024March 30, 2024

This tutorial features a custom function that will create an additional invoice based on the Event Date of a previous Invoice.

Read More Create Linking Invoice in Zoho BooksContinue

Search Zoho Desk Records via API
Deluge | Zoho Desk

Search Zoho Desk Records via API

ByPeter March 22, 2024March 30, 2024

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.

Read More Search Zoho Desk Records via APIContinue

Automated Invoice Creation via Zoho CRM
Deluge | Zoho CRM | Zoho Finance Suite

Automated Invoice Creation via Zoho CRM

ByPeter March 22, 2024March 30, 2024

Configure an automation for sending out invoices based on a defined trigger in Zoho CRM.

Read More Automated Invoice Creation via Zoho CRMContinue

Invoice to Serialized Equipment
Deluge | Zoho CRM | Zoho Finance Suite

Invoice to Serialized Equipment

ByPeter March 22, 2024March 30, 2024

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.

Read More Invoice to Serialized EquipmentContinue

Coding Your Second Deluge Function

Coding Your Second Deluge Function

Read More Coding Your Second Deluge FunctionContinue

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Course Content

Expand All
Intro to Our Function 3 Topics
Lesson Content
0% Complete 0/3 Steps
Prepping the System
Finishing System Prep
Creating a Zoho Books Connection
Creating Commission Records 12 Topics
Lesson Content
0% Complete 0/12 Steps
Getting Our Function Started
Getting Our Deal JSON
Adding More Variables to Our Commission
Intro to If Statements
Calculating the Commission Amount
Building Our Commission Map
Building Your First List
So, Uh, What the Heck Happened? Lists and For Each Loops
Populating Lookup Fields with Unique ID Value
BONUS LEVEL: Combining IF Statements and FOR EACH Loops
BONUS LEVEL: Cleaning Up Our Function With Comments
Making Vital Variables Mandatory
Creating an Invoice In Zoho Books 13 Topics
Lesson Content
0% Complete 0/13 Steps
Understanding Unique Lookup Values
Zoho Books Organization ID
Getting Our Search Parameters
Using Our Search Parameters
This Function is Broken! We Need to Rewrite It
Using IsEmpty() If Statements
Else Statement Creating a New Contact If One Doesn’t Exist
Populating Our Invoice Map
Adding a Line Item
Testing Our Function
Dealing With Dates
Other Errors
Set Up the Function Trigger