Kaizen #21 - Functions in Zoho CRM
Hello everyone!
Welcome back to another week in the Kaizen series!
What will you learn from this post?
- What are Functions in Zoho CRM?
- Creating a function
- Choosing a function category
- Function body
- Integration Tasks
- Triggering Functions
- From Zoho CRM functionalities
- From third-party applications
- Limits of Functions
1. What are Functions in Zoho CRM?
- Functions help you accomplish the tasks that are not available by default in Zoho CRM.
- You must write custom functions using DELUGE [Data Enriched Language for the Universal Grid Environment]—An online scripting language.
- Using custom functions, you can automate actions within Zoho CRM, across Zoho products, or between Zoho CRM and any other third-party application.
Note:
Functions are supported only in the enterprise and ultimate editions.
2. Creating a function
To create a function:
Step 1: Go to Setup > Developer Space > Functions
Step 2: Click +New Function
Step 3: Enter details like the Function Name, Display Name, Description, and choose the function category.
2a. Choosing a function category
Functions can fall under five categories:
- Button: The function gets executed when the user clicks the custom button.
- Automation: The function gets executed based on workflow rules.
- Schedule: The function gets executed based on a schedule.
- Related List: The function gets invoked from a related list.
- Standalone: A stand-alone function that can be triggered externally.
- Validation Rule: The function gets executed based on a validation rule.
Here is an example of a function that automatically generates a quote from a deal on just the click of a button. In DealToQuote() function, the input values are extracted from deals. You can also choose to get them from the users as arguments or JSON request body.
2b. Function Body
potDetails = zoho.crm.getRecordById("Deals",potId.toLong());//integration task /*Extracting details from the deal*/ quotesubject = ifnull(potDetails.get("Deal_Name"),""); contact = ifnull(potDetails.get("Contact_Name").get("id"),""); account = ifnull(potDetails.get("Account_Name").get("id"),""); description = ifnull(potDetails.get("Description"),""); RelatedProducts = zoho.crm.getRelatedRecords("Products","Potentials",potId.toLong()); product_items = List(); sub = 0.0; /*Extracting product details from the deal and adding it to quote*/ for each product in RelatedProducts { proid = product.get("id"); proname = product.get("Product_Name"); productDesc = ifnull(product.get("Description"),"Manque Description Produit !!!"); quantity = 1; price = ifnull(product.get("Unit_Price"),"0.0").toDecimal(); listprice = price * quantity; lineitem = Map(); lineitem.put("product",{"name":proname,"id":proid}); lineitem.put("product_description",productDesc); lineitem.put("quantity",quantity); lineitem.put("net_total",listprice); lineitem.put("total",listprice); lineitem.put("list_price",listprice); sub = sub + listprice; product_items.add(lineitem); } /*Storing quote details*/ paramap = Map(); paramap.put("Product_Details",product_items); paramap.put("Subject",quotesubject); paramap.put("Contact_Name",contact); paramap.put("Account_Name",account); paramap.put("Deal_Name",potId.toLong()); paramap.put("Sub_Total",sub); paramap.put("Grand_Total",sub); paramap.put("Description",description); createResp = zoho.crm.createRecord("Quotes",paramap); info paramap; info createResp; newid = createResp.get("id"); return "Success"; |
Step 5: Once you have written your logic, click save and execute.
Step 6: Enter the argument values, if any.
Step 7: If your function gets executed successfully, you will get a success message.
Step 7: Click Save.
3. Integration Tasks
Integration tasks are pre-defined functions that allow you to get, create, and update records in Zoho CRM. You can simply use these method names in your Deluge script along with the required data to make API calls.
In the above example, we have used the getRecordById() integration task that retrieves the details of the deal. For instance, the Deal Name, Contact Name, Account Name, and so on.
Syntax:
<response>=zoho.crm.getRecordById(<module_name>, <record_ID>, <connections>); |
Parameters:
| Parameter | Description |
response | The response with the list of records matching the criteria. |
module_name string, mandatory | The API name of the module you want to fetch the records from. |
record_ID string, mandatory | The unique ID of the record. |
connections string, optional | The connectors that are associated with the function. |
Example:
potDetails = zoho.crm.getRecordById("Deals",potId.toLong()); |
Some of the other available integration tasks are:
- zoho.crm.convertLead(): To convert a lead into a contact and and an account.
- zoho.crm.getRelatedRecords(): To get records related to a parent record. Example: The products associated with a deal.
- zoho.crm.updateRelatedRecords(): To update the records related to a parent record.
- zoho.crm.searchRecords(): To search for specific records by specifying the criteria for the search.
4. Triggering functions
A function needs a trigger to get executed. You can trigger a function in two ways:
4a. From Zoho CRM functionality
4b. From third-party applications
Scenario:
Functions are primarily used to write custom business logic in Zoho CRM. Consider a scenario, where you want your sales representatives to create a quote after reviewing the deal. Instead of letting them create each quote manually, you can add a custom button in the Edit Deal page, which when clicked upon, triggers a function that creates a quote.
Also, you can configure a third-party system to automatically create a quote in Zoho CRM when the deal amount is less than 1000 OR the deal stage is closed-won. Thus, avoiding manual intervention and enabling them to emphasise on substantial deals.
Let us discuss how to trigger the DealToQuote() function via a custom button and a third-party application. You can also trigger the same function from a third-party application as a REST API webhook.
4a. From Zoho CRM functionality (Custom Button)
- Go to Setup > Customization > Modules and Fields.
- From the List of Modules, select the required module.
- In the Links & Buttons tab, click Create New Button.
- In the Create Your Button page, do the following:
- Enter the name of the button. The button name should not exceed 30 characters.
- Click the Add Description link and specify the details of your custom button. The description should not exceed 250 characters.
- Choose the location of your custom button from the drop-down list.
- Custom buttons can be placed in 6 different places in your CRM account - Create/Clone page, Edit page, View page, List View page, a button to each record in the list view and Related Lists Page. Note that you can create up to 50 buttons for each module.
- Choose an action to be executed when a user clicks the custom button. You can either choose a predefined action from the gallery or the existing functions that were already created by the users in your organization. Also, define your own action by writing a custom function, open a new web tab or invoke a URL based on your needs. It is mandatory to choose the button action. In our case, From Existing Actions in Functions. Choose the function and click Configure.
6. Map the input values to the fields in that module and click Save.
Once the custom button is associated with an action, CRM Administrators can manage permissions by assigning only specific profiles to view and access the custom button.
Similarly, you can associate functions with Schedules, Workflows, Validation Rules, and Related Lists.
4b. From third-party applications
Here, we are going to configure a third-party system to automatically create a quote in Zoho CRM when the deal amount is less than 1000 OR the deal stage is closed-won, thus avoiding manual intervention.
To achieve this, we are going to trigger the DealToQuote() function from a third-party application (automate.io), whenever the above conditions are met.
If you want to trigger a function from a third-party application, you must make it available as REST API.
1. Go to Setup > Developer Space > Functions
2. Choose the function > Click more options > Click REST API
3.Enter the API name for the function.
4. Enable OAuth 2.0 to share the function as an API within your organization and enable API key to share the function as a webhook with any third-party user.
Click Save.
You must make the API call from the third-party application using the request URL received here.
The DealToQuote() function is triggered from a third-party application (automate.io). You can achieve the same using:
- Zoho Flow
- Zoho CRM workflow rule that is triggered whenever a deal is updated
Sample bot configuration in automate.io:
We have triggered the DealToQuote() function using custom button as well as a third-party application.
5. Limits of Functions
Function calls in Zoho CRM are associated with credits. Each function call results in reduction of one credit from your account.
Maximum credit limit based on your edition
Edition | Allowed Credits | Maximum credits that can be availed in a 24 hour window |
Starter | 5,000 credits + (Number of User licenses x 200) | 10,000 credits |
Standard | 5,000 credits + (Number of User licenses x 200) | 15,000 credits |
Professional | 5,000 credits + (Number of User licenses x 200) | 20,000 credits |
Enterprise/Zoho One/CRM Plus | 20,000 credits + (Number of User licenses x 500) | 1,00,000 credits |
Ultimate | 20,000 credits + (Number of User licenses X 1000) | 2,00,000 credits |
Limits based on properties of a function
Functionality | Description | Limits |
Execution Time | Function should be executed within the specified time. | 1 minute |
Response Limit | Function should return the response within a particular size. | 10 MB |
Lines of execution | The number of lines in a function code has a limit. | 200,000 |
Send Mail | The number of emails that you can using the send mail syntax has a limit. | 1000 per day |
Webhooks | GET and POST URLs | 50,000 requests per day |
We hope you found this post useful. Stay tuned for more!
Cheers!
Previous 'Kaizen' - Node JS SDK
Next 'Kaizen' - Connections in Zoho CRM
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
Sneha Sridharan
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
Contacts Don't Always Populate
I've noticed that some contacts can easily be added to an email when I type their name. Other times, a contact doesn't appear even though I KNOW it is in my contact list. It is possible the ones I loaded from a spreadsheet are not an issue and the onesZoho Projects Android app update - List view enhancement
Hello, everyone! In the latest android version(v3.9.15) of the Zoho Projects app update, we have enhanced the List view of tasks. We have also introduced a complete scroll of the tasks in the list view without scrolling the task fields(status, start date,On the US Data Centre rather than the UK but dont know how to migrate it
We have a new staff member with an external email address and cant add them to Zoho chat - we have been told its becuase we are in the UK but on a US Data centre - we therefore need to change it but no idea how to can anyone else as we are going roundZoho Sheet Custom function column showing Error #EVAL!
Hello I have a custom function in Zoho Sheet developed to convert a date time from one time zone to another. The custom function takes date and time columns and then using subHour( ) converts the time to PST time. However, though the custom function works,How to add a Data Updated As Of: dynamically in text?
I need to add a "Data Updated As Of" in the dashboard to show when was the last date the data was updated. I tried to create a widget but it does not look really good, see below. Is there a way I can do this through the text widget and update it automaticallyCreate Your Own Issue Management System
Effective issue management is a cornerstone of project success. Every bug or issue, no matter how small, needs to be tracked and resolved in time to maintain project momentum. In this post, we’ll explore how an issue management system in Zoho ProjectsResource utlisation
Dear Team, We use the excel for the weekly predicted people utilization how the resource are allocated , is there any way that i can use any of the zoho products.Ask the experts - A live Q & A discussion on Zoho Recruit
We are delighted to come back with another edition of Ask the Experts community series. This edition, we'll be focusing on everything about Zoho Recruit. The topics will focus on the features that are used/asked by the majority of users and also basedBug - OTP (email) and No Duplicates
Scenario: Form with an email field, Validation: "No Duplicates" (because I want to ensure 1 entry per email). Embedded form into website (JS option). Enabled email based OTP. 1st test (via my website) - entered my email address - sent OTP - entered pin,Personal Facebook page posting instead of Business Page
I have a Facebook page that is associated with my Personal Profile and I am the Admin of that Page. I would like to schedule and Post to my Personal Page not the Business Page. Each time I try to connect to the "Page" it takes me to the Business Page. Is there a way of connecting to my personal page?Fixed asset management
I want to know if there is any individual module for fixed assets managementRecording depreciation of fixed assets as a percentage of residual value
In India, fixed assets are depreciated as a percentage of their residual value at the beginning of each fiscal year. I went through the documentation for creating recurring journal entries, but could only find ways to depreciate by a fixed rupee amountFunction #28: Automatically calculate Customer Loyalty points
Hello everyone, and welcome back to our series! Today, we're excited to share a workflow designed to streamline the management of loyalty points. Many businesses offer incentives or rewards in the form of loyalty points to their customers as a way toFunction #6: Calculate Commissions for paid invoices
Zoho Books helps you automate the process of calculating and recording commissions paid to sales persons using custom functions. We've written a script that computes the commission amount based on the percentage of commission you enter and creates anHow to Add Product SKU in Invoice?
How to Add Product SKU in Invoice?Tracking movement between departments
I've been developing a reporting system in Zoho and one of the groups I want to develop a report on primarily moves tickets from department to another. Is there a way to set up the reporting on Zoho (or Zoho Reports) that can tell me the number of ticketsZoho CRM Calendar View
Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we chooseCall transcrition working for ringcentral?
I don't see anything about what telephony providers can be used. The Zoho support person A said that RingCentral isn't supported. Zoho support person B said that it works, just make sure the call recording link works. Excellent instructions here: CallWhat is syntax to call creator function (or trigger a creator workflow) from CRM deluge?
What is syntax to call creator function (or trigger a creator workflow) from CRM deluge?WhatsApp and Zoho Creator Integration
How we have integrate WhatsApp App with Zoho Creator without using external application ?Improve Creator Calendar Report
Please can you improve the Creator Calendar Report General There is no way to highlight certain days, for example weekends or public holidays. There is no way to hide certain days, for example weekends. There is no way to modify the day header, it justImportant updates to Zoho CRM's email deliverability
Last modified on: Jul 24, 2024 These enhancements are released for all users across all data centers. Modified on: Oct 30, 2023 Organisations that are in the Enterprise and above editions of Zoho CRM, and have not authenticated their email-sending domainsCustom modules not showing in developer console
I'm trying to create a custom summing function for a custom module I made in my CRM. When I go to create the function, my module isnt showing up. Do I need to share the custom moldule with my developer console or something of the like?Chart with Filtered Data vs Unfiltered Data
I am looking to create a chart view that displays the full data set vs a subset of the data filtered by user filter. However I do not seem to find any method by which to exclude a plot from the applied filter or any other method by which to display theStorage addon failed to upgrade
Hi, I am trying to purchase addon storage, but i am getting upgrade failed error Sorry! We are unable to process your information. Please try again after some time. If the problem occurs again, please visit our Contact Us page to reach out to the appropriateMeetups Gratuitos Junio 2024 - Profundiza en las funcionalidades de tu Zoho CRM
Este junio, aprende a sacar el máximo provecho de tu Zoho CRM en la segunda edición de los Zoho Meetups 2024. Los días 18 a 21 de junio, Zoho organiza los Meetups gratuitos para usuarios de Zoho CRM en Valencia, Barcelona, Madrid y Sevilla, donde expertosHow to get the Dashboard page to be the first page when you open the app
So when it opens on a tablet or phone it opens on the welcome page, thanks.Integration between Zoho CRM and Zoho WorkDrive
I'd like to search Zoho for an invoice I've added as an attachment (pdf) to an account. The name of the invoice is 1388-advertiserx-July.pdf - but I can't find it using the search function for any of these terms: 1388 1388-advertiserx 1388-advertiserx-July.pdfTip #17: How to mandate partial payment for your appointments
When you require partial payments during the booking process, customers can only schedule with you after paying a certain amount in advance. This deposit acts as a commitment between both parties. Apart from that, it has many more advantages. BenefitsWhy option for 'include form submission in the body of the email' check box is missing
Hi In all our forms we have configured an <Email Notification> (<Rules> <Form Rules>) In some forms, there is an option to <include form submission in the body of the email> in the <Additional Options> section, however, this option is not available inno puedo recibir correos
Hola, en la cuenta de la empresa desde hace unos tres días dejamos de recibir correos y no hemos realizado ningun cambio de configuracion, requerimos asistencia urgente por favorNO PUEDO RECIBIR CORREOS EN MI CUENTA ZOHO MAIL
LO QUE SI PUEDO HACER ES ENVIAR CORREOS PERO NO PUEDO RECIBIR CORREOS. Y LA CONFIGUIRACION DE MI DNS YA ESTA CORRECTA Y APUNTAN A ZOHO PERO AUN ASI NO PUEDO RECIBIR NECESITO AYUDA URGENTE YA QUE EN MEXICO NO HAY FORMA DE COMUNICARNOS VIA TELEFONIA CONMozilla Vault extension will not Unlock even once.
I have been using the Vault extension in Chrome based browsers for years, yet after installing the Mozilla Extension in Firefox, it will not unlock. Initially it did redirect me to log into my account, and then enter the master password. However, it didUnable to Download CRM Contact Data: WorkDrive Integration Issues
## Problem Description We need to let users download contact information from CRM as CSV files to their local computers. Since we couldn't implement a direct download option, we're trying to use WorkDrive as a workaround - but we're encountering issuesSort mail by name and subject
I don't see sort function on columns FROM and Subject. I see only sort functio by date. Could add it ?Zoho Creator monthly roundup - September 2024
Hello all, We're back with an exciting set of new features and enhancements that will elevate your Creator experience even further. In case you missed it, we’ve recently revamped our Product Roadmap page, now with a refreshed design and showcasing allKiosk Studio Session #1: View paid customers in the same industry
Update | 15 Oct 2024: Session #2 is now available here! Hello everyone! We're excited to launch our new series of posts on Kiosk Studio today. Called Kiosk Studio Sessions , these posts will be packed with actionable ideas to help you get the most outIssues hosting Zoho Desk Web Form on SharePoint and/or Power BI
Zoho Desk onboarding support has no experience with embedding their web form in either SharePoint or Power BI. Microsoft states that SharePoint and Power BI only support iframe HTML. And unfortunately, the web form embed code that Zoho generates is not"Send with Zoho Sign" broken
Our company uses hyphens in our file name conventions. Our users have been sending the files from other modules with the "Send with Zoho Sign" shortcut in the upper right buttons. Since around June 10, 2024, this stopped working. Our users can send theNot able to change colors help center
Hi. How can I change the orange color in the help center? You can change everything besides this font color And how can I remove the part on the bottom?Next Page