Hello to the community,
Just to see if anyone can help me: when merging an account in Zoho CRM, from what I understand, you have to go to Zoho Books to manually merge the same accounts otherwise the account is recreated in Zoho CRM.
I'm trying to automate things but can't find a proper solution that would work.
Of course there's the API given here : https://help.zoho.com/portal/en/community/topic/merging-books-customer-what-about-their-crm-accounts
On the other hand, the difficulty I'm having is identifying accounts merged in Zoho CRM so that I can search and merge them in Zoho Books. There's also the "Execution info" argument, which indicates whether the deleted CRM account is the result of an account merge action (and the same for Master Account modification). However, this argument gives no information on the Master Account ID (https://help.zoho.com/portal/en/community/topic/a-couple-of-minor-yet-powerful-enhancements-to-workflows-early-access)
Does anyone have any idea how to identify the 2 merged CRM accounts so that a search can be made in Books to find their Books ID and thus be able to merge them with the Books API ?
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