Creator API - Access subform field values
Is there a method to get subform field values using the Creator API?
API for IMAP/SMTP
I'm wondering about using API to make a front-end for Zoho Mail that provides a custom interface. Is this something the API is really meant for?
What is the API call to get the Org/Company details for a Zoho CRM account?
I use the following to get the active Users: https://crm.zoho.com/crm/private/xml/Users/getUsers?authtoken=[authtoken.....................]&scope=crmapi&type=ActiveUsers What would be the string to get the details on the Company, at: https://crm.zoho.com/crm/ShowSetup.do?tab=general&subTab=viewOrgDetails Thanks! Kim
How to create an audit function in deluge
Hi there. to be able to report on the changes in a leads status, I want to create an audit module, and push data into it every time the lead status field changes. I'd like to store: * Lead ID * Old Status * New Status * Person who made the change * the date the change was made I'm moderately comfortable in Deluge (but no expert!). I was thinking of creating a workflow on field update of the lead status field, but can't work out how to get the old field value in deluge. I am sure I'm missing something
Adding Item values from an estimate - Zoho Books
Hi, I'm trying to figure out how to get items/products from a created estimate and bucket the values for each item into either setup or recurring. I currently have a function that sends the total value of the estimate back to the CRM but I need to now separate out the total into recurring fees and setup fees for each line item. I've created a custom field in the item module to identify whether its recurring or setup. Can anyone point me in the right direction? Can I use a loop to scroll through the
What is the best practice to monetize an Creator App through the Developer platform?
We are new to the Developer platform, we have created a couple apps for clients but are still not clear on the correct process to monetize and collect using Zoho Developer. Here are some questions we are looking to get cleared: 1) Is it necessary to add one user in the client´s account to add an external developer? 2) Is there a way to get Zoho to charge the base user fee, plus the developers margin to the client in one transcation with the client? We saw something similar with the Developer CRM
Custom Action - how to create a custom action to view records in one table based on a related record in another table
I have two tables. One is called “campaigns”. The other is called “tactics”. You have multiple tactics for each campaign. The “tactics” table is linked to the "campaigns" table by the lookup field “campaign_name” in the tactics table. Each campaign is treated as a separate record in the "campaign" table. I know I could create a subform in the "campaigns" form that would allow you to enter tactics within the campaigns form, and the 1 to many relationship would be created automatically, displaying
Integrating quickbooks not working
I have followed the tutorial at https://www.zoho.com/developer/help/scripting/quickbooks-add-record.html#ExampleCreate. After the installation there was already a default workflow rule 'Add Invoices Records to QuickBooks'. But when I create an invoice in zoho crm, corresponding invoice is not created in quickbooks. I even tried creating my own custom function for creating customer in quickbooks. But it is also not working. What am I doing wrong? How to debug the workflow custom function? Please help.
PhoneBridge
Hi, How can we develop our own/special PhoneBridge for Zoho CRM? Is it possible to add as an extension? Thanks, Aaron
mark payment in zoho crm
We use Zoho books and have recently set up to integrate with zoho crm. We would like the crm to be the main access point to customer information for all of our sales reps. Payment, usually 50% deposit is taken through a virtual terminal or POS in retail store then marked onto an invoice in books accordingly. Would like to be able to do this all in the crm. Is this possible?
How to pass parameters from custom function in to Request body of API
I could get account name using a custom function but i want this value to be assigned in the request body of API Can any one please help me? Thanks Prudhvi