Create Tasks or Scheduled Calls (from a Google Sheet) with Deluge Scripts
Hi Zoho gurus,
During the migration of our old (SugarOnDemand) to Zoho CRM, I had several hundred calls and tasks that needed to be added to cover the gap in operations. However, a regular import could mess with the migration process - plus there is always a need to bring in tasks and calls. For example, set up tasks and call scheduled in support of external events.
I've created two Flows that may be useful for others. One for adding Tasks and the other for adding Scheduled calls. Currently, this flow monitors a Google Sheet (but you could set this up to be fired off any source) and adds a task or sheet for each new row. You could also hook this up to form or survey, etc.
I did NOT put error checking logic into this flow, as I knew all my data was clean.
To add such, you'd use decision blocks to check the ID of the various elements.
Flow: Add Task to a Contact, Account and Owner
These flows make use of a few custom deluge scripts, which are what this post is really all about. Here are the scripts.
Extract Account ID from a Contact Record
Why: The Account Name field on a fetched contact record is actually a map with both the name and the id. So you need to separate out the account's id in order to accurately fetch the full account record, and also to associate the account record to the Related To field of both Call and Task records.
string ExtractAccountID(string accountmap)
{
mp = Map();
mp = accountmap;
return mp.get("id");
}
ExtractAccountName
This is similar to the above, but instead of return the account id, it returns the account name.
string ExtractAccountName(string accountmap)
{
mp = Map();
mp = accountmap;
return mp.get("name");
}
Formatting Dates
Gawd! You need to be a rocket surgeon to work with dates in Zoho Deluge. I took to formatting the incoming dates in my sheet into two strictly formatted style: yyyy-MM-dd for dates and HH:mm:ss for time.
Even so, I still created a date formatter, so I would have only one place to make changes if I needed to.
string StringDateProcessor(string strdate, string strtime)
{
return strdate + "T" + strtime + "+11:00";
// following is other code I was messing about this... you get the idea.
//calctime = zoho.currenttime.addDay(1);
//return calctime.toString("yyyy-MM-dd'T'HH:mm:ss'+10:00'");
//toTime(datetimeString,"d,MM,yyyy hh:mm a","Australia/NSW");
}
Scheduling a Task
Now we get to the fun stuff! The actual scheduling. We have fetch the records we need (the user record to be the task owner, the contact record for the contact association on the task, and the account id which will be used on the Related To of the task.
I've placed comments throughout this code example so you know what's going on and why.
In addition, you'll see some custom fields (I've marked them in grey) that I had added to the tasks. You can just ignore these.
void SheduleTask(string name, string ownerid, string callstart, string contacttid, string phone, string mobile, string purpose, string accountid, string accountname)
{
// set up the map to hold the task information to be created
mp = Map();
// the subject name comes from the trigger app (in our case google sheets)
mp.put("Subject",name);
// the ownerid comes from the fetch user step of the flow.
mp.put("Owner",ownerid);
// the due date is a correctly formatted date in yyyy-MM-dd format - in this case from the trigger app
mp.put("Due_Date",callstart);
// these two fields are taken from fetched contact record - the contact record is found by the email address
mp.put("Phone",phone);
mp.put("Mobile",mobile);
// hard coded - this is scheduling calls, after all!
mp.put("Status","Scheduled");
mp.put("Priority","Low");
// another custom field, purpose, is passed from the trigger app
mp.put("Task_Purpose",purpose);
// the contacttid is the contact id and it comes from the fetched contact record
mp.put("Who_Id",contacttid);
// you need to use the map format to link the task to the Related To field of the account.
// You also need to set the $se_module to "Accounts"
accInfo = {"name":accountname,"id":accountid};
mp.put("$se_module","Accounts");
mp.put("What_Id",accInfo);
// now you create the new task record! FINALLY
create = zoho.crm.createRecord("Tasks",mp);
info mp;
info create;
}
Scheduling a Call
Scheduling a call is almost identical to the Task, but it needs a data time format (tasks only use date)
void SheduleACall(string name, string ownerid, string callstart, string contacttid, string purpose, string accountid, string accountname)
{
mp = Map();
mp.put("Subject",name);
mp.put("Owner",ownerid);
mp.put("Call_Start_Time",callstart);
mp.put("Call_Type","Outbound");
mp.put("Call_Purpose","Prospecting");
mp.put("Who_Id",contacttid);
accInfo = {"name":accountname,"id":accountid};
mp.put("$se_module","Accounts");
mp.put("What_Id",accInfo);
mp.put("$which_call","ScheduleCall");
create = zoho.crm.createRecord("Calls",mp);
info mp;
info create;
}
I hope this is useful. Enjoy!
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Joe Sweeney
Shyam Sundar S
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Tip #62- Exploring Technician Console: Send Ctrl + Alt + Del- 'Insider Insights'
Hello Zoho Assist Community! This week, we’ll be exploring the Send Ctrl + Alt + Del option in the Technician Console. Let’s jump right in. System administrators often rely on Ctrl + Alt + Del when managing remote devices that have unresponsive applicationsSKUs for Invoices, POs, etc.
It doesn't appear that one can enable SKU display on invoices, POs, etc. This is problematic, and I don't see a good reason why this shouldn't be an option. Some of our vendors and customers use this in their system. Every other identifier code is availablehow to avoid duplicate customer
How can i avoid to create a duplicate customer. I charged a same customer with two different plans and it showed up twice in my customer list and subsequently in Zoho books contacts. It creates confusion to have a same customer appears multiple times in customer or contact list. How can i avoid it.RSC Connectivity Linkedin Recruiter RPS
It seems there's a bit of a push from Linkedin Talent Solutions to keep integrations moving. My Account Manager confirmed that Zoho Recruit is a Certified Linkedin Linkedin Partner but does not have RSC as of yet., (we knew that :-) She encouraged meim facing issue on generate the Estimate price
i couldn't understand what is the issue , i cant generate Estimate price where is the issuecannot be able to add user
Dear team I tried to add a new user for sales team, but after entering the OTP its showing error message cannot add nowChanging an existing item to different accounts & inventory-tracked
Hi everyone, I have an item in Zoho Books that was originally set up as a non-inventory item. Over time, I associated it with different sales and purchase accounts, and I now have many invoices, bills, and reports that use this item. My business processHow do I edit the Calendar Invite notifications for Interviews in Recruit?
I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sentBookings duration - days
Hi team, Is there any way to setup services/bookings that span multiple days? I am using Zoho Bookings for meeting room bookings. Clients may wish to book a room for more than one day, for up to a month. If not, is there a plan to allow services to be setup with durations of Days as well as hours and minutes? Many thanks, Anna.big 5 accounts
how do you find what accounts are listed as Big 5 ?Zoho recruit's blueprint configuration is not functioning as mapped
Current Status: Zoho Blueprint is not functioning as configured. Issue: We are moving a Candidate status in Zoho Recruit "for active file" but we encountered: "Status cannot be changed for records involved in Blueprint." This happens to various clientActual vs Minimum
Hi all, I am sure I am not the only one having this need. We are implementing billing on a 30-minute increment, with a minimum of 30 minutes per ticket. My question is, is there a way to create a formula or function to track both the minimum bill vs theDelay in rendering Zoho Recruit - Careers in the ZappyWorks
I click on the Careers link (https://zappyworks.zohorecruit.com/jobs/Careers) on the ZappyWorks website expecting to see the job openings. The site redirects me to Zoho Recruit, but after the redirect, the page just stays blank for several seconds. I'mHow to add interviews through API
I'm trying to add an interview without much luck. The documentation gives examples of adding just about everything except an interview. However, the issue might be the way I'm formatting it, because the documentation is unclear to me. It seems as if the xml should be passed in the url, which seems unusual. I've tried the data as both plain and character escaped, but nothing seems to work, nor do I even get an error response. https://recruit.zoho.com/recruit/private/xml/Interviews/addRecords?authtoken=***&scope=recruitapi&version=2&xmlData=<Interviews> <rowOffer already made- but I withdrew it
I made an offer letter, but made a mistake on it. I withdrew the offer but now I can't recreate the correct offer. Zoho keeps saying that "A same offer has already been made". I look in the "offers" and there are NO offers (this is the first time I'veControl the precision of answer bot responses
Hello everyone, Admins can control the precision with which the Answer bot analyzes and generates a response by adjusting the threshold levels. Based on predefined threshold values, Zia analyzes how closely the query matches with the available KB articles.Rebrand your CRM with the all-new custom domain mapping setup
UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elatedAdd Israel & Jewish Holidays to Zoho People Holidays Gallery
Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the sameSender Email ID is duplicate
My sender id "automate@erplaunchpad.com" is coming as duplicate but I have not used it anywhere else please helpCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesBuilding Toppings #6 - Install and uninstall actions
Hello Biginners! In our previous forum post, we explored creating connections - specifically, custom service connections in the Bigin Developer Console. In this post, we'll focus on another feature that can be used in every topping: install actions. We'llNew UI in Zoho One CRM
Hello, Just switched to the new UI for Zoho One CRM, do not like it, especially the search functions. What are the steps to backstep to the previous UI? UPDATE: I found it.App like Miro
Hi all, is there a way to have a interactive whiteboard like in Miro? We want to visualize our processes and workflows in an easy way.Important updates to your connectors
Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of theHow Do Mutliple Sales People Prospect in the "LEADS" module without calling the same leads?
We have 4 sales reps and the Leads module does not have real time intuitive knowlodge to make the sales rteps dont call the same people at the same time. How can we crate a fluent prospecting sytem where the salres reps can go out bound without callingKeeping track of project expenses
I have talked to a few support techs and it is very hard for me to believe that Zoho's project accounting software can't keep accounts for my projects. I must not understand what they're saying. We get a contract to build something. So the project revenueMailbox delegation - A secure way to enable collaboration
Admins often encounter scenarios where a user needs another team member to access and manage their mailbox during extended leave, role transitions, or while handling high email volumes. In such situations, ensuring business continuity without sharingCanvas View bug
I would like to report a bug. When clone a canvas view from an existing canvas view, if the original canvas view have canvas button with client script. Then the new create canvas view will have canvas button, it is make sense. But when I try to deleteExport blueprint as a high-resolution PDF or image file
This would be a good feature for organizations that want to share the blueprint process with their employees but don't want them to have access to the blueprint in the system settings. At the moment all that users can do is screenshot the blueprint orZoho Recruit Community Meetup - London 🇬🇧 (Venue Finalised)
Hello Recruiters! We’re excited to announce that the Zoho Recruit team is coming to the UK for an in-person Zoho User Group (ZUG) Meetup in London! This is your chance to connect with fellow Zoho users, learn from experts, and walk away with actionableUsers may not pick the fields to be shown as columns in the Choose Account window when creating a new Deal record
Hi there, by talking with other users I found out that I, as an Admin, am the only one who can pick fields to be shown as columns in the Choose Account window when creating a new Deal record. In fact, if other users click on the "Add Column" symbol on【参加無料】東京 Zoho ユーザ交流会 NEXUS ー AI エージェント (Zia Agents)の活用事例 / CRMで実現するマーケティング業務効率化
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 3月27日(金)に東京、新橋で「東京 Zoho ユーザー交流会 NEXUS」を開催します！ ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー ✒️申し込みはこちらから：https://www.zohomeetups.com/tokyo2026vol1#/?affl=communityforumpost2 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー ★参加のおすすめポイント ✅ AIエージェント（Zia）のリアルに使える実例を知るError AS101 when adding new email alias
Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.ZOHO.CRM.UI.Record.open not working properly
I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",Python - code studio
Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already🚀 WorkDrive 6.0 (Phase 1): Empowering Teams with Content Intelligence, Automation, Accessibility, and Control
Hello, everyone! WorkDrive continues to evolve from a robust file management solution into an intelligent, secure, and connected content collaboration platform for modern businesses. Our goal remains unchanged: to simplify teamwork, strengthen data security,Introducing Workqueue: your all-in-one view to manage daily work
Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? SalesSupport Custom Background in Zoho Cliq Video Calls and Meetings
Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement to the video background capabilities in Zoho Cliq, specifically the ability to upload and use custom backgrounds. Current Limitation At present, Zoho Cliq allowsUpload own Background Image and set Camera to 16:9
Hi, in all known online meeting tools, I can set up a background image reflecting our corporate design. This doesn't work in Cliq. Additionally, Cliq detects our cameras as 4:3, showing black bars on the right and left sides during the meeting. WhereISO 27001 Compliance
What are people doing to ensure ISO 27001 compliance for their Zoho environments? It would make sense for Log360 Cloud to integrate natively with the Zoho suite, but that is not the case. It requires a gateway cluster, which is not an option for a fullyNext Page