Trying to trigger zoho com module from Zoho books invoice
We would like to have a module in our CRM that shows only certain purchases. In our case salt that customer purchase on a regular basis.
Introduced myself to flow and setup a rule that the invoice line item must be one of three things- Great.
Next create module entry into CRM using customer id from invoice going into crm lookup field, date, and then line item into a text field.
Firstly we got an error on CRM was not getting the correct data. Next on the flow we inserted fetch contact. The flow now runs but leaves the CRM contact lookup field empty.
Plus the text field shows all the line items details, everything. All we wanted was a the item name and quantity. Can this data be parsed to provide that?
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
Dorset Water Softeners
Arvind R V
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