Invoice to Serialized Equipment
This tutorial will illustrate how to create a custom function (using Deluge scripting) where when an Invoice is submitted in Zoho Books, an Equipment …
Keyword: For Loops
Auto Assign Reporting Tag in Zoho Books
This tutorial will teach you to how to automatically create and assign a Reporting Tag to an Invoice Line Item in Zoho Books- if there is an associate…
Data Bind Fields between Modules in Zoho CRM
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 corresp…
Invoice Serial Number Automation in Zoho Books
This automation gets the serial number of serialized items and populates them under the respective line item description in Zoho Books invoices.
Auto Apply Retainer via Zoho Books
Learn how to auto apply retainer via Zoho Books API. This tutorial will require a connection to Zoho Books API, one Retainer Invoice & an invoice that…
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 D…
Invoice & Commission Record Creation in Zoho CRM
This post provides a sample CRM function for 'Affluence Financial Planning' to create Commission records and an Invoice.
Deal Stage Duration Updater in Zoho CRM
Deluge automation that keeps track of how long a Deal record has been in its current stage.
Pull Data & Push Changes via Zoho Creator Subforms
Learn to use a Deluge script that pulls records from Books/CRM/another database into a Zoho Creator Form as Subform Rows. Then, subsequently push chan…
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.
