Add data to a different application
Requirement
Automatically add a record to a form of one application when a record is added in a different application.
Use Case
A Zoho creator account has two applications: Contact Management and Order Management. All the customer details maintained in the Order Management app needs to be added as contacts in the Contact Management application.
So, when a record is added in Customers form of the Order Management app, a contact is automatically created in the Contact Management app.
Steps to follow
Application | Form | Field | ||||
Display Name | Link Name | Display Name | Link Name | Type | Display Name | Link Name |
Contact Management | contact_management | New Contact | New_Contact | Name | Name | Name |
Email | Personal Email ID | Personal_Email_ID | ||||
Phone | Phone Number | Phone_Number | ||||
Order Management | order_management | Customers | Customers | Name | Customer Name | Customer_Name |
Email | Email | Email | ||||
Phone | Phone Number | Phone_Number | ||||
4. Click
Add New Action > Deluge Script
and add the following
snippet:
- // Create a KEY-VALUE variable to hold input parameters
- dataMap = Map();
- dataMap.put("Name", {"first_name":input.Customer_Name.first_name,"last_name":input.Customer_Name.last_name});
- dataMap.put("Personal_Email_ID", input.Email);
- dataMap.put("Phone_Number", input.Phone_Number );
- // Create an empty KEY-VALUE variable to skip the other_params parameter
- otherParams = Map();
- //Write create records integration task to add the input data into the specified form
- // Replace <admin_user_name> with appropriate value
- zoho.creator.createRecord("<admin_user_name>","contact_management ","New_Contact", dataMap, otherParams, "creator_oauth_connection");
See how it works
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