Create project form quotes using custom function
I am trying to create a new project from quotes using below code. have already created a connection using zoho qauth. it was creating a project earlier without the quotes id and details. However, I need to have the project created with details from theDeluge and Javascript/Node.JS code examples (and others?) should be added to the API docs instead of just CURL
Hello. While I realize that it's not rocket science to convert from CURL, it would undoubtedly save a lot of time if the code examples for Zoho's own app API documentation also included examples for both Deluge (which I'm kinda surprised isn't there,)Trouble with a custom function in Zoho Flow, API, invokeurl, Gmail, SMTP error
I am having trouble with a custom function in Zoho Flow, using invokeurl, with send_mail. Error: "message": "Connectivity issue occurred when sending mail via your SMTP server", I can get it to send just fine from one email, but not another. In otherDeluge in Zoho Services #2: Zoho Writer
Hello all, We hope you found the previous post in this series useful. In today's post, let's explore how Deluge works in Zoho Writer. Zoho Writer supports Deluge in the following three areas (workflows): Workflow 1 : Execute a Deluge function after aDesk Search tickets only returning 10 records
I am attempting to make a schedule to make tasks to review older tickets but it is only getting ten records. The response gives a count of much more then 10. is there a limit to the size of the return I have tried setting the limit parameter higher butIs there a way to automate adding Client Users to a Project?
I've been struggling to find a solution to this issue in these forums. Is there any way I can automate so that upon Project creation, Client Users are automatically associated from the CRM Contacts module?Working with a Retainer Invoice in a custom function
I cannot find any documentation on fetching fields from retainer invoices with deluge. I have the retainer ID, I just need to use that to fetch two fields from the retainer: date of creation and the paid amount remaining on the retainer.Pdf file upload
Hello everyone, I am trying to upload a pdf of an invoice into a file upload field and I keep getting the error that is it an invalid api call. If anyone could help telling my what i'm doing wrong that would be great. My code is below. Thanks. invoice_pdfZoho Flow to Creator 3001 Respoonse
I have updated my Flows with the new V2 connection to Zoho Creator, but now some Flows do not work. They take in data from a Webhook and are supposed to create a record in Creator, however creator returns a 3001 message along with a failure, but I cannotZoho Writer Template filled in by form to create new Zoho Writer document , then using a function to share and send link to the new Writer document to an email address
Hi folks, We have set up Zoho Writer template that takes a user input from a form and then created a new Zoho Writer document into a folder. This is done by using the Zoho Writer automation feature for Forms, and under the heading: OUTPUT SETTINGSConnecting to Zoho Desk API with PostMan
Do you have instructions for connecting to the Zoho Desk API in PostMan for testing? I only found instructions for other Zoho Products but would like some guidance to test out API calls and responses.EMAIL TEMPLATES | DELUGE
Good day Zoho Team, I am trying to create a custom function on sending email notification with different conditions, Is it possible to insert the created custom email template to my custom function? The email template contains content with several placeholders.Automatic Scheduled Call
Hi PLease can someone Help, I have written a script that will automatically add a scheduled call on a trigger, hoever it keep sadding the scheduled call as a closed activity. I cant seem to find the error contactDetails = zoho.crm.getRecordById("Contacts",contactId);How to iterate over all records?
I need to iterate over all records in a module (4,500). Is this still the best way: lst_iterator = {0,1,2,3, etc....}; { records = zoho.crm.getRecords(moduleName,iterator, 200); for each item in records { // Do something } }Update Call Subject with Call result afer the call is completed
Hi I need to update the call Subject with the call result once i have completed the call. I have tried a few options but keep coming short.Get the context ticket ID to move it to a different department using custom functions.
Hi, My goal is to move a ticket from one department to another on a field update, using custom functions. I'm picturing the ticket as an object, so when I have it opened in front of me, and I want to apply the function to it, how do I pass the ticketAll Zoho integration tasks to follow only OAuth authentication - We're stopping new Authtokens generation
Hello everyone, Deluge provides a set of pre-defined integration tasks that allow users to integrate with different Zoho services. These tasks are API driven, i.e., executing these tasks trigger API calls to the respective service's API in the backend.Sending data from Zoho Projects to Zoho CRM
Dear community Hope you all are doing great! I'm opening this thread to understand how can I setup the following workflow between my Zoho Projects portal and my Zoho CRM portal: In my project, let's call it PROJECT X, I have new incoming bugs registersDeluge in Zoho services #1: Zoho Mail
Hello everyone, We hope to present the various Zoho services that support Deluge through a series of posts. In today's post let us explore Deluge in Zoho Mail. Filters is the Zoho Mail feature that encompasses Deluge. When a Deluge function is associatedPull Data from Zoho Books to Contacts Module in Zoho CRM
Hi, I've integrated my Zoho Books with Zoho CRM. For every contact that I have in my Zoho CRM, I wish to have the following three fields: 1. Total Sales 2. Total Receivable 3. Due Receivables (based on the Account the Contact belongs to) How should IHelp with zoho.crm.getRecords
Dear community, I have one question about a deluge function. I'm using the function zoho.crm.getRecords("Accounts", 0, 200, {"cvid": 3966036000418539959}); To return all the records from my custom view id 3966036000418539959. The issue I'm facing isBooks API error 3044: "email address can not be blank for contacts associated to recurring invoices"
Hi, I am having this issue but do not understand why. I get this error when I try to update contact in Books Example: params: {"JSONString":{"contact_name":"CUSTOMER NAME","currency_id":"xxxxxxxxx","phone":"11111111111","billing_address":{"address":"ppppppppppppp","state":"DDDDDDDDDDD","city":"cccccccccccccc","zip":"sssssss"},"contact_type":"customer","custom_fields":[{"api_name":"cf_rut","value":"111111111111111"},{"api_name":"cf_raz_n_social","value":"DDDDDDDDDDD"},{"api_name":"cf_c_digo_iso","value":null}],"contact_persons":[{"email":"mail@server.com"}]}}File Attachment API does not return a value when there are no attachments
I need to know if a call to: https://www.zohoapis.com/crm/v2/{module_api_name}/{record_id}/Attachments has null results. It appears to return nothing, not even "null." Video explanation here: https://workdrive.zohoexternal.com/external/554971171ccfRecent updates to built-in functions in Deluge
Hello everyone, Deluge offers more than 200 built-in functions for widely performed actions, like adding specified number of business days to a date, removing extra leading & trailing spaces in a text, and so on. You can refer to our help documents andMy Love / Hate relationship with Deluge
Ok... so I should first say that I very much have an appreciation for all of the awesome things that I can do with Deluge. It really can be quite powerful in a variety of ways, and allows for all kinds of customization that otherwise would not be possible. Admittedly however, I've had days (and sometimes late nights that turn into early mornings) that I end up feeling like my head is going to explode when coding in Deluge. Now let me emphasize something here... Deluge is a terrific language...Extracting data out of XML in Deluge
Hi, I'm getting a data through API from GET function such as get_data = getUrl(" "); info get_data; This responds with: <DTDCREPLY xmlns="http://dtdc.com"> <CONSIGNMENT xmlns=""> <CNHEADER> <CNTRACK>true</CNTRACK> <FIELD name="strShipmentNo" value="T04525306"/>Function-12: Add pre-defined notes to records in a click
Welcome back everyone! Last week, we learnt how to turn a contact into a vendor. This week, let's look at a custom function that helps you add pre-defined notes at the click of a button. Business scenario: Every bit of information shared by prospects in a sales call gets you closer to making the sale. Keeping a track of these information not only helps you pick up from where you left off for subsequent calls, but also helps tailor your offering by putting the prospects in appropriate campaigns, setWhy can't I add an event to my calendar in Zoho Creator/Deluge?
I am trying to build a script using Deluge in Zoho Creator which will create a calendar event in Zoho Calendar when a new form is submitted or an existing form is updated. I am using the Zoho Calendar connection with the following code: response = zoho.calendar.createEvent("<calendar-uid>",Google Drive API integration - request body - invokeurl
Hi, I am accessing Google Drive API (documentation at https://developers.google.com/drive/api/v3/reference/files) through Zoho CRM. This is working fine, using commands like the following, which pull a Google Drive folder reference from the Contact, and returns a list of files inside that folder: gdriveURL = "https://www.googleapis.com/drive/v3/files"; mapParameters.put("q","'" + Contact.get("gdriveextension__Drive_Folder_ID") + "' in parents and (name contains 'foo' or name contains 'bar') and trashedDeluge Script to update Custom Field in Product Details section of Quote record
Just wondering if anyone can provide insight on the Syntax required to access (update) custom field that have been created inside the Product Details section of a Quote or Purchase Order record? For example, we might have a Date/Time custom field In theFor each element, what is the good syntax?
Hello, I'm trying to use the for each element in Deluge in a custom function in Zoho CRM but I get error message no matter how I write the code. If I write like this: 20 for each x in notesinfo { 21 x.Parent_Id.id = contact_id; 22 x.$se_module = "SubContacts";What is syntax for a compound JSON expression in search filter?
The JSON I need to search is Parent_Deal/id "Parent_Deal": { "name": "01 - Parent - ACX Jags-Warm Ups & Jersey", "id": "4776102000000379536" }, What is the syntax for that in this URL for an invokeurl? https://www.zohoapis.com/crm/v2/Potentials/search?criteria=( ??????????? :equals:"Forum Text Formatting
Hello, I'm not sure where the best place is to post this... It appears that there's some forced formatting that occurs whenever a message is posted in the forums that removes any spaces or tabs at the beginning of each new line. As someone who occasionallyWhat is the best way to develop in deluge?
Hello fellow developers, I want to ask all of you a question: What is the best way to develop with deluge in a daily basis? I mean. Most of the time I am making tests with functions and with real data, but when I am debugging, a lot of the times nonsenseHow to deal with pagination?
Hello guys, I am stuck in a problem with pagination. I am building an app that retrieves all the items from Inventory and we have more than 200 items, so the invokeURL has pagination. According the API, the field has_more_pages indicates if there areRetrieving Invoices via zoho.crm.getRecordById failing in a deluge function?
Hi, While updating a deluge function in CRM (that creates a corresponding invoice in Books), to use OAuth, it looks like I'm getting { "status": "failure" } at the very start of the function (even the old, working code no longer appears to work). TheZoho Authtokens to be expired and its impact on Deluge
Hello everyone, We hope you are aware that we have stopped new authtoken generation throughout the Zoho suite. Following this, in order to thoroughly move to OAuth authentication, we are now intending to stop the working of existing Zoho authtokens. OnHow can I create an external share link with upload option via deluge scripting?
I have a requirement, where i need to create a folder and get the external share link of the folder with upload option via deluge , so that I can collect documents from my external vendors. Please assistFunction #41: Sync Associated Subforms!
Welcome back everyone! The last custom function showed how to update a Contact with Product details from it's Related list in Deals. This week, let's look at a function that lets you update subform records in two modules simultaneously when one of them is updated. Business scenario Let's look at how subform helps in an education institution that has deployed Zoho CRM. National Public School, Austin (made up, of course!) has set up Zoho CRM and it follows the same relationship pattern of "Students",getJSON where parent field is not a field name
I've got data coming in to Creator from Zoho People in JSON format and want to extract specific values. However each record is identified by the individual's unique ID. For Example: { "response": { "result": [ {Next Page
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All Zoho integration tasks to follow only OAuth authentication - We're stopping new Authtokens generation
Hello everyone, Deluge provides a set of pre-defined integration tasks that allow users to integrate with different Zoho services. These tasks are API driven, i.e., executing these tasks trigger API calls to the respective service's API in the backend.Zoho Authtokens to be expired and its impact on Deluge
Hello everyone, We hope you are aware that we have stopped new authtoken generation throughout the Zoho suite. Following this, in order to thoroughly move to OAuth authentication, we are now intending to stop the working of existing Zoho authtokens. On
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Create project form quotes using custom function
I am trying to create a new project from quotes using below code. have already created a connection using zoho qauth. it was creating a project earlier without the quotes id and details. However, I need to have the project created with details from the
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Function #41: Sync Associated Subforms!
Welcome back everyone! The last custom function showed how to update a Contact with Product details from it's Related list in Deals. This week, let's look at a function that lets you update subform records in two modules simultaneously when one of them is updated. Business scenario Let's look at how subform helps in an education institution that has deployed Zoho CRM. National Public School, Austin (made up, of course!) has set up Zoho CRM and it follows the same relationship pattern of "Students",
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