Hi, I am setting up a two way-sync between Zoho CRM and Zoho Creator. The creator app is used a client portal for Loan application. The brokers review the applications directly in Zoho CRM.
Records can be created either from
1- Zoho CRM: a broker creates a Loan application in CRM, which creates a record in Z creator and invites the client user to fill the Loan application data;
2- Zoho Creator: a returning client creates a new Loan application, which then creates a record in Zoho CRM.
I see that the CRM API support upsert, so I will use this method to deal with the use case two (Zcreator --- ZCRM). Whenever a record is created or updated in Zoho Creator, it will call the upsert method in Zoho CRM.
For case one (Zoho CRM --- Zcreator), how can I recreate the same thing? I don't want to use a separate function for "create record" and for "update record". Is there a direct upsert method? Otherwise, I would have to use a conditional IF:
if record exists in Zcreator, update record
if record doesn't exist, create record
What would the syntax be?
Thank you!