Sending data from Zoho Projects to Zoho CRM
Dear communityHope you all are doing great!I'm opening this thread to understand how can I setup the following workflow between my Zoho Projects portal and my Zoho CRM portal:In my project, let's call it PROJECT X, I have new incoming bugs registers everyday. When my agents create these registers, they insert an numeric key called id_ideris in each one of them, this is a required field.
Also, this numeric key is used to identify my end-users on my CRM portal, at the accounts' module. In that case, each end-user has one unique id_ideris.
I want to create a workflow that whenever a new bug register is created or closed in my Zoho Projects, a deluge script counts all the bugs with the same id_ideris (equal to the id_ideris present on the bug that triggered this workflow) and that currently are in a open stage and sends this information to my Zoho CRM portal.
When sending to the Zoho CRM portal, I want this value to be populated in a customized numeric field present on my accounts layout. The register that must receive this information is the one that have the same id_ideris key as the bug register who initially triggered my workflow.
To sum it up: I need a script that counts how many bugs are opened for each one of my end-users, these ones, identified using their id_ideris.
I know how to do the field update and the count of registers based on criterias in a deluge script that runs exclusively on the CRM. When it comes to a script that crosses paths between Zoho applications, I do not know how to proceed.
Can someone, please, tell me how can I get this workflow done? I tried to be as clear as possible in my thread. If I wasn't enough, please, let me know.
Hope to hear from you soon guys :)
Cheers from Brazil!
Function #41: Sync Associated Subforms!
Welcome back everyone! The last custom function showed how to update a Contact with Product details from it's Related list in Deals. This week, let's look at a function that lets you update subform records in two modules simultaneously when one of them is updated. Business scenario Let's look at how subform helps in an education institution that has deployed Zoho CRM. National Public School, Austin (made up, of course!) has set up Zoho CRM and it follows the same relationship pattern of "Students",
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