Sending data from Zoho Projects to Zoho CRM

Sending data from Zoho Projects to Zoho CRM

Dear community

Hope 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!
Rodrigo.

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                                              • Sticky Posts

                                              • Tip: How to print the Gantt View

                                                Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones
                                              • Project Management via Emails in Zoho Projects

                                                We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn more
                                              • Four types of task dependencies

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