Trying to integrate Zoho Invoice to CRM
I would like to use a custom function to create a Potential in CRM whenever an estimate is sent. Having some difficulty.
1. How does Zoho link a Invoice customer_id with a Contact or Account id in CRM?
2. Currnently, I find the Company-name from the estimate and then look it up the Account in CRM. That is working. When I try to read the ACCOUNTID, I get a "Text can not be cast to Number message. Here is the offending code...
CustName = estimate.get("customer_name");
Cust = zoho.crm.searchRecordsByPDC("Accounts","accountname",CustName);
AcctID = Cust.get("ACCOUNTID");
CustName = estimate.get("customer_name");
Cust = zoho.crm.searchRecordsByPDC("Accounts","accountname",CustName);
AcctID = Cust.get("ACCOUNTID");
The last line causes the error. I am able to see the contents of Cust and there is definitely data in there called "ACCOUNTID". I just can't read it in this custom function.
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