Hey Everyone,
I've set up a sandbox and, inside, I've created a basic workflow rule that should fire whenever an Account is created.
This workflow rule should trigger the Test_Account_Function function, which contains the following code.
zoho.crm.updateRecord("Accounts",accountId,{"Account Site":"test_success.com"});
where accountId is an input associated with the "Account ID" field.
However, when I create a new Account, nothing happens. (I've also created other, similar workflow rule->functions without success). What am I missing?
My ultimate goal is to have zoho custom functions that automatically set fields on certain records based on values in related records. I've seen a few other similar questions in the forums but haven't seen a definitive answer. Also, I'm doing everything in a sandbox for now (hopefully that makes no difference?).
Thank you,
Jake