Uses the Zoho Desk API to search records. As way of example, we will get a Contact’s most recent ticket based on email in Desk and add a link to it in the CRM Contact record. This is part of our Zoho training and education series.
With the Zoho Desk API, you are able to retrieve records based on a search term. You can search across all modules or specifically in the following:
By way of using a relevant business use case in our script, we will be retrieving all of a CRM Contact’s Tickets in Zoho Desk and adding a link to the most recently opened ticket. Please consult the Zoho Desk API Reference for more information on the specific endpoint for each search module.
Before you use this script you should be generally familiar with Deluge scripting and the invokeurl function.
To use this custom function you will need to create an API Connection to Zoho Desk. You can learn how to use Connections in Zoho CRM here (for Zoho Desk use the Zoho OAuth connection). The scopes you need for this code to work are Desk.search.READ and Desk.tickets.READ.
Click here to copy these scripts. For more Zoho-wizardry, check out our GitHub page.
When scripting, ask yourself this question – will this value ever be null? If it’s a yes, that’s a place for a null check! Here are 3 tips and best practices to help you kickstart the habit.
Learn to create a customized inventory report with Zoho Analytics. This tutorial contains a link to our GitHub page for SQL code that will help with your table creations.
How nice would it be if you could, at the press of a button, send clients an email w/a Zoho Books invoice? Replete with “Pay Now” buttons that link to PayPal/Stripe/other payment gateways?
Whether you work primarily out of CRM or the Zoho Finance Suite, you can use Analytics to build commissions dashboards. This involves some fairly simple SQL code.
If you are an inventory manager, this blog post could change your life. If you are not, it will at least teach you how to build some wicked inventory tracking for your business.
Convert fields, related activities, attachments, notes and more from one record to another across modules via custom function.
