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Building and Maintaining ZoHo Integrations

I need someone with coding experience for ongoing work to setup specific integrations and being able to update them as needed. This will be done in ZoHo using a combination of ZoHo Flow as well as custom automation creation in CRM and Books. There will be initial setup of 2 integrations but I have ideas for others I want as well. The 2 main ones are:

1. Creating an automatic push sync (or one that syncs every 5 minutes) between ZoHo Books and Zoho Contacts. Currently there is a sync for this in ZoHo Books, however, it either has to be triggered manually or will auto sync every 2 hours.

2. I need an invoice to be created in Zoho CRM/Books every time a calendar event is created. The reason I say Zoho "CRM/Books" is because ultimately I need it in ZoHo Books but this might be easier to be done in CRM since I use the "ZoHo Finance" (which syncs invoices between Books). I know this can be done because ZoHo sent me the coding for it but I am not savvy enough to implement it. The instructions they sent are below.

ZOHO

Answered by

Stephen

Hello Daniel,

Thank you for your reply and update.

Please find the below code detail to configure the custom function and the steps to invoke the same:

Setup ->Automation -> Actions -> Functions - >Configure Custom Function -> Write your own ->


1) Choose module as 'Events'


2) Give custom function name 


3) Copy and paste the code below

eventDetails = [login to view URL]("Events",eventId);

proname = ifnull([login to view URL]("CPT_Code"),"");

searchproducts = [login to view URL]("Products", "(Product_Name:equals:"+ proname + ")");

for each products in searchproducts

{

productId = [login to view URL]("id");

}

pdlist = List();

mp = Map();

[login to view URL]("product",{"name":proname,"id":productId});

[login to view URL](mp);

paramap = Map();

[login to view URL]("Products_Details",pdlist);

[login to view URL]("Subject",ifnull([login to view URL]("Event_Title"),""));

[login to view URL]("Invoice_Date",ifnull([login to view URL]("Start_DateTime"),"").toDate());

[login to view URL]("Contact_Name", ifnull([login to view URL]("Contact_Name"),"").get("id"));

[login to view URL]("Description", ifnull([login to view URL]("Description"),""));

createResp = [login to view URL]("Invoices",paramap);

info paramap;

info createResp;

4) Click on 'edit arguments'


a) Choose Events id - name it as 'eventId' and save


5) Click on save and Associate with workflow for Events

Please contact us for further assistance.

Note: The exact product name has to be entered in the CPT_Code field to fetch the product detail and add it as line item in the Invoice.

Evner: Coding, CRM, Software Arkitektur, Zoho

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Om arbejdsgiveren:
( 0 bedømmelser ) Wayne, United States

Projekt ID: #17040842

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