Hello, I would like to do the following:
1) An email arrives with one of the following keywords in the subject: Quote, Quote, Quote, Request.
2) I create a potential customer from that filtered email (Leads)
3) I create a quote with that possible client, having some fields with a standard completion, for example: Deal name:
* Quote via email
* Stage "To quote"
*etc.
The problem is as soon as I want to create such deals, I was able to test with an example code to create a task but I got stuck when assigning the value to the variables.
Program:
- completeDate = zoho.currentdate.addDay(3);
- mp = Map();
- mp.put("Created By",zoho.loginuserid);
- mp.put("Modified By",zoho.loginuserid);
- mp.put("Subject","Email");
- mp.put("Due Date",(06 / 02) / 2023);
- mp.put("Status","Waiting for input");
- mp.put("Priority","High");
- mp.put("Subject","Quote to ");
- //after 'Price to' add: + pricename
- mp.put("Required Action","Send Quote");
- mp.put("Send Notification Email",true);
- mp.put("Description","this is a test message");
- mp.put("Related To","Quote ID:");
- response = zoho.crm.createRecord("Tasks",mp);
- new_task_id = response.get("Id");