How create a new record with workflow/function in another module in Zoho CRM?
Hello,
I do have a custom module "Subscriptions" and I want to create a new invoice in the module "Invoices" in Zoho CRM by running a workflow.
The new invoice should be generated on the basis of various fields in the "Subscriptions" module:
- "Contact_Id" (Subscriptions) should be also used for "Contact_Id (Invoices). Both are lookup fields.
- "Email (Subscriptions) should be also used for "Email" (Invoices). Both are text fields.
- "Product_Id" (module "Products") should be also used for "Product_Id" (Invoices). Both are lookup fields.
- etc.
How can I do this? Is there something like a code snippet?
Many thanks for your help,
Michael