Kaizen #105 - Functions, Integration Tasks, and API Credits - Part 1
Hello everyone!
Welcome back to another week of Kaizen!
In today's post, we will discuss functions, integration tasks, how they consume API and function credits.
In the next post, we will discuss connections, the difference between integration tasks and invoke URL in functions, how authentication happens for invoke URLs, and their credit consumption pattern.
What are functions in CRM?
A business involves multiple processes that cater to specific needs, like managing the sales pipeline, automating the flow of data between modules or different third-party systems, etc.
Zoho CRM gives you a wide range of options to achieve your business goals in the form of pre-defined functions under Setup > Developer Space > Functions. You can tweak these functions and associate them to workflows, blueprints, approval processes, circuits amongst many others, at just the click of a button.
While it is understandable that every business' needs are different, and the pre-defined functions, albeit very generic and most-commonly used, may not suit every business, Zoho CRM allows you to write your own functions specific to your needs.
More details on functions, here.
You can use Zoho's Deluge scripting language to write your own functions in a simple drag-and-drop function editor under Setup > Developer Space > Functions.
Integration tasks
We talked about how functions solve your business cases. How exactly do they do it?
Let's say you want to create a record in Zoho CRM using Functions. Instead of having to add values to every field the traditional way in web UI, functions have integration tasks that make working with records a lot easier as they act as API wrappers. These integration tasks help you make direct API calls without having to write code manually to handle API endpoints, HTTP methods, request parameters, or authentication mechanisms. What's more? They accept the input as function arguments in key-value pairs, much like JSON.
How are integration tasks beneficial to you?
When you use multiple Zoho products, data flow between them becomes much simpler and easier through integration tasks.
Your code becomes concise and easy to interpret.
As the integration tasks are essentially API wrappers, you do not have to worry about authorization as these integration tasks are considered as API calls triggered by the org's admin.
For today's post, let us discuss the function Converting a Sales Order to a Purchase Order, that uses integration tasks.
A gist of the code:
- Use the getRecordById integration tasks to get the ID of the Sales Order you want to convert to a Purchase Order
- Get the details of the product line items in the sales order, iterate through each of them, and add them to a map.
- Put these in another map to be used in the Purchase Order.
- Use the createRecord integration task and pass the new map to create a purchase order with the details from the sales order.
Here is the code:
Note that this function takes the soID(sales order ID) as the argument.
respMap = zoho.crm.getRecordById("Sales_Orders",input.soId.toLong()); productDet = ifnull(respMap.get("Product_Details"),""); pdlist = List(); for each eachProd in productDet { productvalue = eachProd.get("product"); proid = productvalue.get("id"); proname = productvalue.get("name"); mp = Map(); mp.put("product",{"name":proname,"id":proid}); mp.put("quantity",ifnull(eachProd.get("quantity"),"0").toLong()); mp.put("list_price",ifnull(eachProd.get("list_price"),"0.0").toDecimal()); mp.put("discount",ifnull(eachProd.get("discount"),"0.0").toDecimal()); mp.put("total",ifnull(eachProd.get("total"),"0.0").toDecimal()); mp.put("net_total",ifnull(eachProd.get("net_total"),"0.0").toDecimal()); pdlist.add(mp); } paramap = Map(); paramap.put("Product_Details",pdlist); paramap.put("Subject",ifnull(respMap.get("Subject"),"")); paramap.put("Contact_Name",ifnull(respMap.get("Contact_Name"),"").get("id")); paramap.put("Account_Name",ifnull(respMap.get("Account_Name"),"").get("id")); paramap.put("Owner",ifnull(respMap.get("Owner"),"").get("id")); paramap.put("Sales_Order",ifnull(respMap.get("id"),"")); paramap.put("Terms_and_Conditions",ifnull(respMap.get("Terms_and_Conditions"),"")); paramap.put("Description",ifnull(respMap.get("Description"),"")); paramap.put("Adjustment",ifnull(respMap.get("Adjustment"),"0.0").toDecimal()); paramap.put("Discount",ifnull(respMap.get("Discount"),"0.0").toDecimal()); paramap.put("Tax",ifnull(respMap.get("Tax"),"0.0").toDecimal()); paramap.put("Shipping_Cuty",ifnull(respMap.get("Shipping_Cuty"),"")); paramap.put("Shipping_Code",ifnull(respMap.get("Shipping_Code"),"")); paramap.put("Shipping_Method",ifnull(respMap.get("Shipping_Method"),"")); paramap.put("Shipping_State",ifnull(respMap.get("Shipping_State"),"")); paramap.put("Shipping_Street",ifnull(respMap.get("Shipping_Street"),"")); paramap.put("Status",ifnull(respMap.get("Status"),"")); createResp = zoho.crm.createRecord("Purchase_Orders",paramap); info paramap; info createResp; |
Here is the response:
This is the Purchase order created from the sales order.
I have associated this function to a workflow that converts a sales order to a purchase order, every time a sales order is created or updated.
How is authentication handled for integration tasks?
Functions with integration tasks are triggered by actions like workflows, blueprints etc. These triggers are org-wide and not restricted to specific sets of users. So, the integration tasks are executed as if the actions are done by the org’s admin.
API and Function Credits
Just like how APIs consume credits, integration tasks consume API credits, too.
The number of credits depends on the integration task you have used. For example, if you use the createRecord integration task, it consumes the same credits as the create records API. Similarly, the getRecordById integration task consumes the same credits as the Get Records API.
This is in addition to the function credits.
So, for the above function, the following are the various limits applied:
- API credits - 2 - one each for getRecordById and createRecords integration tasks.
- Function credits - 1
Where can you find the usage stats?
API Dashboard
Apart from API credit consumption, the API dashboard also gives you the details of the credits consumed by integration tasks.
The "Credits Usage" section shows you the credits specific to integration tasks. As you can see, out of the total available 56000 credits, 36 credits are consumed. Out of these 36 credits, 32 are from integration tasks.
The "Credits by Applications/Functions" pie chart gives you the credit consumption by each function or app.
When you click on one of them, you will see the details.
Functions Dashboard
The "Most Credits Consumed Functions" chart gives you the details of the functions that have consumed credits higher than most.
We hope you found this post useful. Next week, we will discuss Connections, invoke URLs and more.
Let us know what you think in the comments, or drop us an email at support@zohocrm.com.
Cheers!
Access your files securely from anywhere
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
Shylaja S
Pablo Silva Osorio
Sticky Posts
Kaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Celebrating 200 posts of Kaizen! Share your ideas for the milestone post
Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQsKaizen #193: Creating different fields in Zoho CRM through API
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.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! Commands
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
Putting Watermark on Zoho Sheet
Can this be done?Missing Zoho Desk integration option for form workflows
According to the help page "Configure Zoho Desk integration in form workflows" we should be able to select Zoho Desk as an integration target but when I open the integrations list then Zoho Desk is not being listed in it. We are on the Premium plan which should already support Zoho Desk integrations.Gantt for 2 or more projects
Hello, I'm trying the free version of your produtc. It is veryyy good!!!! I don't know if in the Standard plan, I can overview a Gantt Graph for 2 or more Projects Milestone. This would be very helpfull for managing teams and taking decisions about who I will assign a task to. In the paid plan Do I have this possibility? Thank you.Integrating a Zoho Project Gantt Chart into Reports
Is is possible to integrate a Zoho Project Gantt Chart into a Zoho Report Dashboard. I am in the process of creating Project Status Dashboards for the projects that we track in Zoho Projects and I would like to incorporate the gantt chart within Reports. Please let me know! ThanksZOHO BOOKS - EXCESSIVELY SLOW TODAY
Dear Zoho Books This is not the first time but it seems to be 3 times per week now that the system is extremely slow. I work on Zoho Books 95% of my day so this is very frustrating. Zoho you need to do something about this. I have had my IT guy checkGantt Chart - Zoho Analytics
Are there any plans to add Gantt Charts capabilities to Zoho Analytics?Displaying related quotes in sales order and back
Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? ThankTip of the Week #71–Auto-move incoming messages to the right inboxes with keywords
We all know that customer-facing teams, especially your sales and support teams, can’t afford to miss even a single customer conversation. But sometimes, sales queries or support requests can easily get lost in a crowded inbox or even end up in the wrongClearing Fields using MACROS?
How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.Migrating a Zoho Forms form into Zoho Creator
Hi, How can I migrate my Zoho Forms form into Zoho Creator? Thanks. Truly, EmadIs there any way to recall an email sent using Zoho CRM?
If an email is sent using Zoho Mail, there is a recall option/functionality that is available to the sender. Is there any way to recall an email if it was sent using Zoho CRM? I can't seem to find that option. Any help would be appreciated.Quick Create needs Client Script support
As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, fromis it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?
so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assignProblem with reports due to "Connected" items change - Yes this IS a problem
Now that the change has been made to use "connected" items I can no longer run the reporting I need in CRM. I should be able to start with Deals as the parent, connect down to the Account (Account_Name) on the deal as the child, then to any child itemsZoho sheet desktop version
Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.Introducing notifications in the vendor portal
Imagine this: You're a recruiter working with multiple vendors on a high-volume hiring project. You’ve just updated a job description after a last-minute change from the hiring manager. One of your vendors, however, is still working off the older versionCRM limit reached: only 2 subforms can be created
we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.LESS_THAN_MIN_OCCURANCE - code 2945
Hi I'm trying to post a customer record to creator API and getting this error message. So cryptic. Can someone please help? Thanks VarunHow to update "Lead Status" to more than 100 records
Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, JonathanAnalytics for notes created
Is there a way I can see how many notes were created per day? Via reporting or analytics?Add Custom Reports To Dashboard or Home Tab
Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! ChadNo TDS Deduction
In some of our case, where we are reselling items at the same rate we purchased. In this scenario, Indian IT Law has a provision to request customer not to deduct TDS if the transaction value is same. TDS is paid by us (intermediary reseller) before weCannot update Recurring_Activity on Tasks – RRULE not accepted
Hello, I am trying to update Tasks in Zoho CRM to make them recurring yearly, but I cannot find the correct recurrence pattern or way to update the Recurring_Activity field via API or Deluge. I have tried: Sending a string like "RRULE:FREQ=YEARLY;INTERVAL=1"Add image to report...
Greetings, I send a weekly color coded report via Creator email. I would like to add the legend somewhere in the report. Header, footer where ever. I have the legend saved on Google Drive and can access it via shared link. Sure someone has wanted to addMore controls for User Fields in CRM
Dear All, We are here with a minor but crucial enhancement to the user fields—now set accessibility permissions to the records for user field. User field allows you to extend co-ownership of records to your peers. You can collaborate with them for certainCalls to accounts rather than leads or contacts?
So..... We have a dilemma and I'm hoping someone has encountered this before and figured out a fix. We have just migrated to Zoho. It's great.....expect for how "Calls" are handled.... We are B2B. We do not use the leads module. A "Lead/Prospect" forImage Upload Field | Zoho Canvas
I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when buildingPower of Automation :: Automated 'Delayed & Closed' Status Update Based on Due Date
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automateLead Blueprint transition in custom list view
Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailedRange names in Zoho Sheet are BROKEN!
Hi - you've pushed an update that has broken range names. A previously working spreadsheet now returns errors because the range names are not updating the values correctly. I've shared a video with the support desk to illustrate the problem. This spreadsheetHas anyone integrated SMS well for Zoho Desk?
Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk. We then need to be able to reply back from Zoho desk which sends the user an sms message. This seems like a fairly common thingpopulate email address and name in zoho desk?
Is it possible to populate the email address and name in the zoho desk widget? We only use it in the context of an authenticated user, so we already know the user's name and email. Thanks,Are there default/pre-built dashboards in Zoho Desk?
Hi, I am looking for some pre-built dashboard templates in Zoho Desk, similar to what we can find in CRM/Projects, etc Thank youSAP S/4 HANA to CRM Integration - change the SAP Client ID
Hi I am trying to push the business partners from SAP S/4 HANA to ZOHO CRM module. The SAP Client ID is 421 in my case....kindly let me know how do I specify the sap client because it's a dropdown with specific values as of now. Thanks Ravi AswaniEnable Locations for Expense
Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.Adding branded signature to tickets reply
Hi, i am unable to figure out how to add signatures with logo to tickets reply. please advice .Zoho Marketing Automation 2.0 - Landing Page function not working
Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help meZoho Mail Android app update: Manage folders
Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POPHow to share ticket numbers across different ticket types
I'm running an event and have three different ticket types. Add on Event + Main Event - Early bird Main Event only - Early bird Add on Event only - Early bird And Standard class - shown but not available until early bird finishes Add on Event + Main EventAdding Social Media Buttons to Basic Campaigns
Hi, I'm quote new to using Zoho Campaigns and I can't work out how to add Social Media Buttons into my basic campaign? In MailChimp there's a button that brings the icons into your campaign for you. I've tried adding the social media icons as 'buttons' in Zoho but it's not looking great. Can anyone help? Thanks!Next Page