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 automate complex tasks and calculations.

We have a few pre-defined gallery functions that are ready to use. You can access the same using the steps available in this link.        

This week, I would like to highlight one of the Gallery custom functions - Add Note to Linked CRM Deal .   

 

Use case:-

 
With the integration of Zoho Projects & Zoho CRM, it is possible to create/associate a Project to a Deal in CRM. This function finds the Zoho CRM Deal linked with the project and adds a custom note using the provided arguments.

Todo:-

Create a connection for the Zoho OAuth service with the scopes "ZohoProjects.clients.CREATE" & "ZohoCRM.modules.CREATE" to replace 'xxxxx' with the connection name. Click this link below to learn how to create the connection. Attached a screenshot of the Arguments.

Custom function code:-

projectsAPIEndPoint = "https://projectsapi.zoho.com";

module = "Deals";

projectDetail = invokeurl

[

url :projectsAPIEndPoint + "/api/v3/portal/" + portalId + "/projects/" + projectId + "/crm/" + module.toLowerCase()

type :GET

connection:"xxxxxxxxx"

];

for each  client_company in projectDetail.get(module.toLowerCase())

{

CrmDealId = client_company.get("id");

notesMap = Map();

notesMap.put("Parent_Id", CrmDealId);

notesMap.put("Note_Title", NoteTitle);

notesMap.put("Note_Content", NoteDescription);

notesMap.put("$se_module", module);

response = zoho.crm.createRecord("Notes",notesMap,Map(),"xxxxxxxxx");

info response;

}

return "success";