Power of Automation :: Auto-Populate Integration Field in Projects with CRM Account Data

Power of Automation :: Auto-Populate Integration Field in Projects with CRM Account Data

Hello Everyone,


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. 


Use Case:


A customer is creating projects directly from the Accounts module in Zoho CRM. Upon project creation, the associated Account is automatically added as the Client Company within the project in Zoho Projects.

The requirement is to display the Account information within an integration field (created in the Project layout) in the Projects List View. They are looking for an automation that retrieves the Account Name from the associated Account and populates it into the integration field within the corresponding project.

This can be accomplished using the feature Custom Functions. Create a connection with the service Zoho OAuth using the scopes “ZohoCRM.modules.ALL, Zohosearch.securesearch.READ, ZohoProjects.projects.ALL, ZohoProjects.portals.ALL" and update the connection name ‘oauth’ in the below code. 

Here is the code
params = Map();
params.put("name","Sample Project");
params.put("lead",{"record_id": "XXXXXXXXXX"}); 
//Enter the module ID here
createProject = invokeurl
[
type :POST
parameters:params.toString()
connection:"oauth"
];
info createProject; 
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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