For a client of us; we need to create several automation rules based on selected "Product"s inside the "Sales Orders".
What we plan to do is :
- To create custom fields inside "Product" modules to be able to define specific product attributes that will govern the frequency and logic of automation.
- To create automation rules based on "Product Line Item" data inside "Sales Order" dependent on the "Products" that are selected.
In the Zoho CRM API; it is possible to create "Products as Line items" inside a "Sales Order". But how can we reach these line items? Do we need to use Deluge Script for this?
Regards,
Haluk