Add data to a different application

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

1. Create two forms with the following details.
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

2. Create a connection with the following details:


3. Create workflow in the Order Management application with the following details.
 
4. Click Add New Action > Deluge Script and add the following snippet:
  1. // Create a KEY-VALUE variable to hold input parameters
  2. dataMap = Map();
  3. dataMap.put("Name", {"first_name":input.Customer_Name.first_name,"last_name":input.Customer_Name.last_name});
  4. dataMap.put("Personal_Email_ID", input.Email);
  5. dataMap.put("Phone_Number", input.Phone_Number );
  6.  
  7. // Create an empty KEY-VALUE variable to skip the other_params parameter
  8. otherParams = Map();
  9.  
  10. //Write create records integration task to add the input data into the specified form
  11. // Replace <admin_user_name> with appropriate value
  12. zoho.creator.createRecord("<admin_user_name>","contact_management ","New_Contact", dataMap, otherParams, "creator_oauth_connection");

See how it works


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