Power of Automation :: Quick way to associate your Projects with Zoho CRM

Power of Automation :: Quick way to associate your Projects with Zoho CRM

A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and calculations. 


Let us consider the below use case from a customer - 


With the integration between Zoho CRM & Zoho Projects, it is possible to associate a project with an Account/Contact/Lead only from CRM Interface but not from Projects Interface.


We received a specific requirement from a customer to associate a project with an Account in CRM from Projects Interface and we accomplished it using the combination of the following features



Steps to be followed :

  1. Add an Integration field to the project layout. 
  2. While adding the field, choose Zoho CRM in Service and Accounts in Modules.
  3. Select 2 Fields, the first is for Record ID and the second field is for Account Name.
  4. Confirm if the preview is "id- Account Name" then Save the layout.
  5. Create a custom function by navigating to Setup > Developer Space > Custom Functions > Projects > Create Custom Function > New.
  6. Name the custom Function, add arguments, select the layout, paste the below code in the deluge editor and save it.
  7. Navigate to Project Automation > Workflow Rules > New Workflow Rule.
  8. Name the workflow rule and select the layout. This workflow rule should be triggered when the project is created. 
  9. Under Actions, choose ‘Associate Custom Function’ option. Choose the custom function, associate it and Save the Rule.


How it works :


Just choose the Account name from the drop menu of the integration field. Automatically, project will be associated with that respective account in CRM 

Script to be used:


//TODO: Create a connection for Zoho CRM service with the scopes "ZohoCRM.modules.ALL" to Replace ‘XXXXXX’ with the connection name. Link to learn about establishing the connection. Attached screenshots for reference.

if(accountDetails != null)

{

 mp = Map();

 mp.put("name",projectName);

 datalist = List();

 datalist.add(mp);

 datamp = Map();

 datamp.put("data",datalist);

 resp = invokeurl

 [

  url :"https://www.zohoapis.com/crm/v2/Accounts/" + accountDetails.getPrefix("-") + "/Zoho_Projects/" + projectId

  type :POST

  parameters:datamp.toString()

  connection:”XXXXXX”

 ];

}

return "success";


Creating custom functions in Zoho Projects is straightforward and well-documented. Zoho provides a range of built-in functions that you can use as a starting point, and you can also easily define your own functions using Zoho's scripting language, Deluge. Give it a try and see how it can save your time and boost your productivity!

 

Watch this space for more such custom function codes. 


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