Extension pointers for integrating Zoho CRM with Zoho products #5: Manage your Zoho CRM project deals with agile methods by integrating Zoho Sprints
Sprints play a critical role in agile methodology as they involve breaking work down into smaller, deliverable, and implementable pieces to ensure smooth, frequent, and timely delivery.
Zoho Sprints follows the agile project management process. The diagram below depicts an overview of the general hierarchy used in Zoho Sprints.
As a business user, you can create multiple teams if you run multiple firms. Depending on your firm's work, you can create subdivisions within each team as Projects, and within each project, you can further break work down into smaller items known as work items. These work items can be of various types, such as a story, a bug, or a task. Each work item can be assigned a priority of None, Low, Medium, or High, based on its urgency and importance. You can create work items and store them in your project backlog space, and the team can later move the top priority work items from the backlog to your sprint space based on business delivery needs.
With multiple phases involved in the agile life cycle management process, analysis is a significant part where the requirement is analyzed in order to proceed to the next implementation phase. For the demo example, let's look at how we can push a backlog item into Zoho Sprints in order to analyze the deal work and move it as a sprint work item when it's ready for implementation.
Creating a connector for Zoho Sprints and adding connector APIs:
Create a new connector in your extension for Zoho Sprints using the Connectors feature under Utilities in the left panel of the Zoho Developer console.
Note: Zoho Sprints follows OAuth 2.0 protocols for authentication. You can see how to register Zoho products and retrieve your client credentials here.
The connector details for our example are:
Request Token URL | |
Access Token URL | |
Refresh Token URL | |
Scopes | ZohoSprints.teams.READ,ZohoSprints.projects.READ,ZohoSprints.sprints.READ,ZohoSprints.items.READ,ZohoSprints.items.CREATE&access_type=offline |
Add the necessary connector APIs for your functionality. Please refer to the Zoho Sprints API guide for details.
The Zoho Sprints REST APIs we added for our example are:
Connector API Name | Method type | URL |
Get Teams | GET | |
Get Projects | GET | |
Get Project Backlog | GET | |
Get item types | GET | |
Get Project priority types | GET | |
Create item | POST |
Note: You can refer to this post to see the detailed steps involved in creating a connector, adding the connector APIs, and associating it with the extension.
Obtaining the IDs required to invoke the CREATE ITEM API through a settings widget
In our example, a backlog item is created in Zoho Sprints inside a particular team's project backlog space. For the item to be created in the right location, it is necessary to pass the
required parameters (team ID, project ID, backlog ID, deal name, item type ID, project priority ID) to the respective API.
Here the "deal name" parameter is obtained by getting the record details of that particular deal using the getRecordById API.
Since the other required parameters are user specific, these values can be obtained from the user during extension installation and stored in CRM variables to be easily retrieved when required. Thus the variables are created as CRM variables with the Variable Status as Hidden in the extension. Their values are obtained as follows:
➤ Creating a settings widget: We have created a settings widget in our extension in order to retrieve the user-specific IDs and to set the values to the CRM variables.
Settings widget js code snippet - Please find the attachment for the js code snippet
Creating a workflow in the Deals module and associating a custom function to it:
Consider the following scenario: When a deal is moved to the Needs Analysis phase, a workflow is triggered that pushes the deal-related data as a backlog item into a specific team's project backlog space in Zoho Sprints. To accomplish this, let's create a workflow rule called Create work item using the Workflow feature under the Automate section of the Zoho Developer console, and then associate a custom function called Createitem to perform the desired action.
Createitem - custom function code
/*Fetching the description of the deal to be passed as the backlog item name while invoking the CREATE ITEM connector API */ response = zoho.crm.getRecordById("Deals",deal.get("Deals.ID").toLong()); Name = response.get("Deal_Name"); Name = zoho.encryption.urlEncode(Name); Description = response.get("Description"); Description = zoho.encryption.urlEncode(Description); dynamic_map = Map(); //Fetching the parameters required for the invoking the CREATE ITEM connector API teamid = zoho.crm.getOrgVariable("testing70__Team"); projectid = zoho.crm.getOrgVariable("testing70__Project"); backlogid = zoho.crm.getOrgVariable("testing70__Backlog_Id"); itemtype = zoho.crm.getOrgVariable("testing70__Item_type"); priorityid = zoho.crm.getOrgVariable("testing70__Priority_Id"); //Mapping the parameters dynamic_map.put("teamid",teamid); dynamic_map.put("projectid",projectid); dynamic_map.put("backlogid",backlogid); dynamic_map.put("dealdesc",Description); dynamic_map.put("dealname",Name); dynamic_map.put("itemtype",itemtype); dynamic_map.put("priorityid",priorityid); /*Invoking the CREATE ITEM connector API to create a backlog item inside the respective team's project's backlog*/ resp = zoho.crm.invokeConnector("xxx.zohosprints.createitem",dynamic_map); info resp; |
Now that the functionality is defined, the extension is published and installed in the Zoho CRM account using the private installation URL.
Once the extension is installed in CRM, the user can select their user-specific details through the settings widget and click the Update Values button to update those values to the CRM variables.
Now, the workflow will be automatically triggered when a deal stage is moved to the "Needs Analysis" phase.
A backlog item is created in the respective team's project backlog space inside Zoho Sprints as per the user specific values provided.
In this example, we have integrated Zoho CRM with Zoho Sprints to achieve an integrated functionality between two products. In a similar way, you can integrate Zoho CRM with other Zoho products to enable smooth functioning and efficient workflows.
We hope this guide to integrating your Zoho CRM account with Zoho Sprints was helpful. Keep following this space for more extension pointers.
The code snippets used in this forum post are available in the github link.
SEE ALSO
Access your files securely from anywhere
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
Nanditha Somasundaram Somasundaram
Sticky Posts
Client Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! CommandsKaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using ClientKaizen#162 : Add Tags and Open Pre-filled Email Drafts via Client Scripts
Hello everyone! Welcome to another informative Kaizen post. In this post, let us see how to accomplish the following using Client Script. 1. How to auto-tag a record based on field update? 2. How to Open a pre-filled email draft This post will provideExtension Pointers - JS SDK series #4: Managing data from a widget using ZOHO.CRM.HTTP
Handling and managing the data between two applications is a major factor for an efficient business. There are a variety of ways to handle data between Zoho CRM and other third-party applications. You can use deluge CRM tasks, create connectors, use APIKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns 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
Custom field doesn't fill when converting sales order to invoice
Hi, When I convert a Sales Order to an Invoice one of the custom fields on a product line names "Subsidie" does not seem to fill in automatically. I manually have to select the product again by clicking on the product name in the order line en re-selectCan I use ZOHO calendar to schedule a Youtube video that is already in my youtube account, but listed as private or unlisted?
I am creating Youtube videos and shorts and then uploading them to our Channel so others can view and approve. Once approved I would like to just schedule them over the next few days within Zoho. So far it looks like I have to re-upload the video to ZohoHow to Display a Logo Image on a Public Form?
I would like to display a logo image in the header of a form. To achieve this, I added an Add Notes field to the form. The code below works perfectly for Zoho users accessing the form. However, when the form is made public, the image does not load properly:Advice for my first project in Zoho
Hello, how can I design and implement a customized ERP and CRM system using Zoho to automate and manage core business functions, including customer relationship management, property inventory, sales tracking, and financial processes. This is one of myAssociate Email API Internal Error
I am trying to associate an already existing email within a function using the Related Emails API. To provide more context, I also have admin permissions and have ensured that the fields are correct and that I have admin permissions when associating theProfit on Sales order
Hi, would it be possible to implement a column at the Sales order overview of Purchase amount? So a field with the amount of all purchase related to this Sales order? This is very usefull so you will see the profit you made on this deal. I tried to getSubform Data in v2 REST API
What is the mechanism for adding subform data in the Creator v2 REST APIs? There is nothing documented in the Data APIs documentation (https://www.zoho.com/creator/help/api/v2/). I was able to determine how to GET the subform data by adding it to theIs the filename of an attachment restricted to only certain languages?
Hi, I tried to create a file card in a notebook, but I encountered an issue: when the filename of an attachment is in languages other than the main ones (such as English, Japanese, or Simplified Chinese......), syncing stops or the filenames become garbledHow to create comparison time periods like these examples
In a Pivot Report I would like to be able to select any date range and show a set of metrics for that date range e.g. revenue, orders, units sold. I would then like to be able to compare to the previous period based on the amount of days on the selectedOverwrite Option for custom modules
Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25Zoho Creator - Zoho Analytics
I am facing an issue in Zoho Analytics where I am still seeing deleted data from the Zoho Creator form I created. Could you please look into this and let me know what needs to be done?Unable to send emails
I have this email parth@mrcolumbus.in, but I couldnt send outgoing email. Can you please help?Notifications push : Encourager le réengagement et renforcer la fidélité des utilisateurs efficacement
Vous avez déjà souhaité engager et communiquer de manière proactive avec les utilisateurs, y compris lorsqu'ils utilisent votre application de manière peu active ? Zoho Apptics vous offre déjà des fonctionnalités qui vous permettent d'évaluer la performance,Easy way to delete attachments
I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments WillHow to add new deal to existing contact
Hi, I want to add new deal to existing contact.Domain verification is in progress... (How long do I need to wait?)
Trying to setup my first email domain by connecting with GoDaddy. Have been here for quite some time and the screen is not changing. How long should this take?Send DataSend Dataemail address autocomplete
Is there a way to eliminate certain addresses from showing up in auto complete when entering an address? Many old and unused addresses currently show up, many of which I would like to get rid of. ThanksLinking an email to a Contact when the email is sent in deluge via sendmail
The "to:" address in this code is a CRM Contact. Email address is forced unique in CRM This sendmail gets sent via a workflow which is in a custom module. It works, except that the outbound email does not appear (i.e, get linked to) the Contact such thatHow to restore deleted Field
I edited a field in zoho form and by accident I deleted a field (email address). The form is ongoing to be filled by respondent. Then, when I checked to the all entries and report, the email address is gone. I checked in audit log, there is a record thatHow to select multiple notes at once in the PC client?
In the PC client, you can select notes using ctr+LMB. But why can't you use shift+LMB? PC version 3.2.0How I can add customized Invoice
Hi, I wanna use a customized Invoice, how i can add thatZoho Analytics Pivot Table - How to compare month vs last year same month
Hi, I had created a pivot table with setup as below: Column: - Delivery Date Row: - Customer Group Data as column - Total amount (sum > normal) (show data of the month) - Total amount (sum > % difference from previous value) (compare between this monthRecorded imported goods
I have imported some goods from a foreign vendor called ABC. to Bahrain. My Customs duty and VAT are paid by an agency called XYZ to authorities. I have paid the amounts to XYZ and they have paid to authorities in behalf of us using our TRN Number. NowNotes created in mobile app not syncing with web notebook
I have created certain notes in a new notebook in mobile app. The new notebook is also created using mobile app and when I logged in through web I am unable to see notebook that I have created using mobile app. there is no trace of notes in which i have created in mobile app on the web even after days of creating in mobile app This is not the case vise-a-versa. the notes and note book created on web are accessible on mobile app on real time. this is very inconvenient and big demotivating factorMatch Transaction > Filter | Allow wildcards in search
The Filter function is useful for narrowing down to a specific set of transactions. It would be useful to have the ability to use wildcards in search. e.g. customer name "starts with" or " * " as a placeholder. e.g. "National * " instead of "NationalMarketing Automation Emails Going to Spam
Google is trapping all the marketing automation emails in spam. My domain has a perfect reputation and it looks like Zoho has a low reputation which is sending it to spam. When I pull the email out of spam and click on a link in the email, I get thisConvert Request to Forum Topic
I know you can convert a forum topic to a request and a request to a solution in the knowledge base, but how do you convert a request to a forum topic? Is this possible? If not is this a feature coming down the pipe in the near future? Thanks!Zoho Sign / Prefill By You - Editable by Them!
Zoho Sign seems to have two field options available - an empty field for signer(s) to complete or a field that has been prefilled by you, that becomes read only once sent. What I would like is an option on the pre-filled by you fields, to leave themIs the Contacts sync between Campaigns and CRM bi-directional?
Is the Contacts sync between Campaigns and CRM bi-directional?Task does not syncing to google calendar shedual
Hi why does the tasks activities do not syncing with the google calendar like the event option does?Bug with Zobot Human transfer
I have configured the brand, the operator, and the Zobot in Spanish. However, no matter what I do, it always says "YES" instead of "Sí" or "Sure, why not " instead of "Claro, ¿por qué no?" when asking if the user wants to contact a human operator. TheThis mobile number has been marked spam. Please contact support.
Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?Something went wrong. One or more fields contain errors
I am getting this error but there is no way to debug what field is causing the issue . I have over 100 fields. Everything was working fine and then i fixed some fields that should have the same field names but had a typo and i am getting this error. ItIntegrating Zoho Desk Instances from two separate organizations
Is it possible to integrate Zoho Desk with an instance from another organization? For example, creating a ticket in one organization can cause the creation of a ticket in the second organization? Or certain tickets from one organization be viewable byKnowledge base bug - Error: Article couldn't be updated.
It took me a while to figure this out, truly one of the most irritating bugs in Zoho. I hope you find this information helpful. When using the knowledge base to create articles, make sure your keywords are in lowercase and separated by commas. Otherwise,Is this possible with Campaigns?
My company is currently moving CRM's from Monday to Zoho One. Currently, our marketing lead process is send out 7 sms messages over 14 days if the lead is in a certain status. If we don't get a response the lead is put into a "Closed" status. Do we buyHow to view two portals (Zoho CRM & Zoho Books) in single login
Hello there, I need to create a portal access for the Customers. Customer data present in two applications namely Zoho CRM & Zoho Books. My requirement is to show the two different portals(Zoho CRM Portal & Zoho books Portal) in single login. I couldUpdating Bounced Contacts in Campaigns to the CRM
The article explains how to update Opt-outs from Campaigns to CRM, but not bounces. While Campaigns will automatically remove any bounced emails from future campaigns, is there a process by which a bounce will update or make a notification in the CRMBandwidth, voice and poor video
Dear Team, The webinar has made things quite easy and convenient for educators around the world. We are an art & culture-based organization where students and researchers are our major audience. While using the Zoho webinar platform, we have observed that the audio lags and the video is of poor quality and often freezes. Some participants don't hear what is being spoken. We also found that even a slightly slow internet connection disrupts the webinar while it should be working well even on lowerZoho books and venmo
Hi, Is there a way to hook Venmo into zoho books? I have a Venmo business account and want to be able to sync that. I know you can do it with the paypal integration but I dont want to use paypal for the fees and that doesnt allow me use/integrate my currentNext Page