InteGreat 03: Integrating Zoho Creator with Zoho Books
Hi everyone,
Today, we'll look at how to integrate your Zoho Creator app with Zoho Books. This is one of the most popular Zoho integrations that our customers use.
You can use this integration to automate processes like:
- Creating quotes and invoices in Zoho Books from within Zoho Creator
- Accessing quotes, bills, and invoices from within Zoho Creator
- Linking bills and invoices to a project and performing profit calculations
With Deluge, you can use the built-in integration task to connect with the different modules in Zoho Books. Here are the different Zoho Book modules that we support:
- Contacts
- Invoices
- Customer Payments
- Items
- Estimates
- Recurring Invoices
- Expenses
Add data to Zoho Books
You can add a record when submitting a Zoho Creator form and have it simultaneously added in Zoho Books, without re-entering the data a second time in Books. You can do this with the zoho.books.createRecord() Deluge task.
Syntax:
- <response> = zoho.books.createRecord(<module>, <orgID>, <params>);
Use case:
Let's say you're collecting details about your resellers using a Creator form, and you need to pass this information on to Books to send them an estimate or a sales order. That is, whenever a new reseller is added to Creator, we'd need to create a new contact in Books.
The "Add New Reseller" form has the following fields:
- Name (single line field type)
- Company Name (single line field type)
To create this record simultaneously in the Contacts module of Zoho Books, you need to execute the zoho.books.create() task in the On Success actions block of the "Add New Reseller" form. Thus, whenever you fill in the "Add New Reseller" form and submit it, it automatically creates a record in Zoho Books with the relevant details.
You can achieve this using the following script:
- resellerInfo = Map();
- resellerInfo.put("contact_name",input.Name);
- resellerInfo.put("company_name",input.Company_Name);
- response = zoho.books.createRecord("Contacts","<ORG ID OF ZOHO
- BOOKS>,resellerInfo);
For more details click here.
Fetch data from Zoho Books:
Similarly, you can fetch data from Zoho Books and have it populate a Zoho Creator form. You can achieve this by using the zoho.books.getRecords() task in Zoho Creator.
Syntax:
- <response> = zoho.books.getRecords (<module>, <orgID>,<search>);
Use case:
This task works if you want to fetch the list of all your product items stored in Zoho Books and populate them in a drop-down field in Zoho Creator.
The "Customer Details" form has the following fields:
- Customer Name (single line field type)
- Items (dropdown field type)
You can fetch the name of each item from the Items module and populate the items field using the ui.add() task. All you need to do is write the below script in the On Load action block of the Zoho Creator form.
- response = zoho.books.getRecords("Items",<ORG ID OF ZOHO BOOKS> );
- itemList= response.get("items").toJSONList();
- for each item in itemList
- {
- input.Items:ui.add(item.getJSON("item_name"));
- }
For more details on this task please click here.
Update Data in Zoho Books
Next, let's look at how to update records in Zoho Books by simply submitting a form with the relevant details in Creator. You can achieve this by using the zoho.books.updateRecord() task in Creator.
Syntax:
- <response> = zoho.books.updateRecord(<module>, <orgID>, <contactID>, <params>);
Use case:
Let's say you're updating the reseller information that you entered earlier using the Zoho Creator form. Now, you need to update this information in Zoho Books as well.
The "Add New Reseller" form has the following fields:
- Name (single line field type)
- Company Name (single line field type)
We can trigger this task with the "On Validate" action of the form.
You can achieve this using the following script:
- if(old.Name != input.Name // check if the Name is changed when you edited the record
- {
- search=encodeUrl(old.Name);
- sp1 = zoho.books.getRecords("Contacts",<ORG ID FROM
- BOOKS>,"contact_name=" + search);
- contact_id = sp1.get("contacts").get(0).getJSON("contact_id");
- Update_Map = Map();
- Update_Map.put("contact_name",input.Name);
- resp = zoho.books.updateRecord("Contacts",<ORG ID FROM
- BOOKS>,contact_id,Update_Map);
- }
For more details, please check here.
We hope this post on Zoho Books integration was useful to you. If you have any questions, feel free to add them as comments below. We'll be happy to address them all for you!
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
Sejal Dattani
support
Thongiem
rr
Vishnu Suresh
Sticky Posts
Introducing Creator Simplified: An exclusive learning series to enhance your app development skills
Hey Creators! Welcome to Zoho Creator's new learning series, Creator Simplified. In this series, we'll dive into real-world business use cases and explore how to translate your requirements into solutions in your Creator application. You can also expectANZ In-Person Zoho User Group Meetups: Focusing on Zoho Creator & Zoho Flow (September 2024)
Hello, Zoho Community! Calling all Zoho users in Australia! We're thrilled to announce the next series of Zoho User Group (ZUG) Meetups, continuing the success of our previous sessions. These meetups are a great opportunity to learn, network, and engage[SESSION ENDED] Ask the Experts #07| Live Q&A: Building workflows with Blueprint in Zoho Creator |
Hello, Post the release of Zoho Creator Blueprint last month, we're happy to tell you that we'll be launching a new 'Ask the Experts' session on 16th September (Thursday) this month focussing on creating blueprints in Zoho Creator. The session will beZoho Creator Community Webinars | October - November 2020 [Completed]
Hello everyone, I’m happy to announce that Zoho Creator is hosting a new Community Webinar Series starting this October. This series is a learning initiative aimed at our developer community, where every session will take spotlight use cases focused onCommunity Learning Webinar - Zoho Creator Blueprint & other release updates | July 29, 2021
Dear developers, This June, the Creator team unveiled a slew of updates including UI enhancements to the Detail View of reports, an new capabilities in Data Import and Connections, and most important of all, the release of Blueprint in Creator. Customize
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