Email Customer the Service Reports along with the Invoices
Usecase: When a service appointment is completed, email to the customer the service reports in the service appointment and the invoices in the parent work order.
Follow the steps below to implement this usecase:
Step 1: Create connections
Create a connection for Zoho FSM
To use the FSM APIs via the invokeURL task in the custom function, you need to create a connection for FSM. To do so:
- Navigate to Setup > Developer Space > Connections and under Custom Services, and click Create Service.
- Enter the following details and click Create Service.
- Service Name: FSMCon
The Service Link Name will be automatically populated. - Authentication Type: OAuth2
- Parameter Type: Header
- Grant Type: Authorization Code
- Generated Client ID, Client Secret
- Authorize URL: https://accounts.zoho.com/oauth/v2/auth?access_type=offline&prompt=consent
- Access Token URL: https://accounts.zoho.com/oauth/v2/token
- Refresh Token URL: https://accounts.zoho.com/oauth/v2/token
- Scope: ZohoFSM.files.READ
Provide a Scope Display Name. - Click Create Connection.
- Perform the following and click Create And Connect:
- Connection Name: FSMCon
The Connection Link Name will be populated automatically. Disable Use Credentials Of Login User. If this is disabled, the connection will utilize the credentials of the connection owner.
- Select the Scopes ZohoFSM.files.READ
- Click Connect.
- Click Accept.
In the custom function, where the FSM API is used via the invokeURL task, use this Connection Link Name.
Create a connection for Zoho Invoice
To use the Invoice APIs via the invokeURL task in the custom function, you need to create a connection for Invoice. To do so:
- Navigate to Setup > Developer Space > Connections and under Default Services, select Zoho Invoice.
- Click Create Connection.
- Perform the following and click Create And Connect:
- Connection Name: ZInvoice
The Connection Link Name will be populated automatically. - Select the Scopes ZohoInvoice.invoices.READ
- Click Connect.
| - Click Accept.
In the custom function, where the Invoice API is used via the invokeURL task, use this Connection Link Name.
System Connections
Additionally ensure that the status of the internal connections for Zoho FSM, and Zoho Invoice integration tasks are Connected. The green dot [
] indicates that the connection is Connected.
Step 2: Create a custom function
Create a custom function in Zoho FSM to email the customer the service reports of a service appointment and the invoices in the parent work order.
- Navigate to Setup > Automation > Functions and click Create Function.
- Enter the following details and click Save:
- Function Name: SendInvoiceAndSR
- Module: Service Appointments
- In the Deluge Script Editor, enter the following script:
aptId = service_appointment.get("id"); response = zoho.fsm.getRecordById("Service_Appointments",aptId); service_appointment_resp = response.get("data").toMap(); relatedWOId = service_appointment_resp.get("Appointments_X_Services").toMap().get("Work_Order").get("id"); work_order_resp = zoho.fsm.getRecordById("Work_Orders",relatedWOId); woRespMap = work_order_resp.get("data").toMap(); serviceLineItems = woRespMap.get("Service_Line_Items").toList(); serviceLineItemsList = List(); file_attachment_list = List(); for each line_item in serviceLineItems { invoiceId = line_item.get("Invoice_Id"); if(invoiceId != null) { invoiceResp = zoho.fsm.getRecordById("Invoices",invoiceId); invoiceId1 = invoiceResp.get("data").toMap().get("ZBilling_InvoiceId"); invoiceResp1 = zoho.invoice.getRecordById("Invoices","<orgId>",invoiceId1); invoice_format = {"accept":"pdf"}; response = invokeurl [ url :"https://www.zohoapis.com/invoice/v3/invoices/" + invoiceId1 type :GET parameters:invoice_format connection:"zinvoice" ]; file_attachment_list.add(response); } } contact_id = service_appointment_resp.get("Contact").toMap().get("id"); contact_resp = zoho.fsm.getRecordById("Contacts",contact_id); contact_data = contact_resp.get("data").toMap(); Email = contact_data.get("Email"); srResp = zoho.fsm.getRelatedRecords("Service_Reports","Service_Appointments",aptId); if(srResp != null && srResp.containKey("data")) { relatedRecords = srResp.get("data").toList(); for each record in relatedRecords { reportpdfResp = record.get("Service_Report_PDF"); fileurl = reportpdfResp.get(0).get("download_Url"); fileResp = invokeurl [ url :"https://" + fileurl type :GET connection:"fsmcon" ]; file_attachment_list.add(fileResp); } } sendmail [ from :zoho.adminuserid to :Email subject :"Zoho FSM Service Reports and Invoices" message :"Please find attached the Service Reports and Invoices in service appointment." Attachments :file:file_attachment_list ] |
Replace <orgId> with the actual value. To obtain the Organization ID, in Zoho Invoice, click the organization name at the top right corner and copy the Invoice Organization ID linked to your Zoho FSM account.
Step 3: Create a workflow rule
Create a workflow rule in Zoho FSM to automatically email to the customer the service reports of a service appointment and the invoices in the parent work order when the service appointment is Completed.
- Go to Setup > Automation > Workflow Rules and click Create Workflow.
- Enter the following details, then click Next:
- Module: Service Appointments
- Rule Name: SendInvoiceAndSR
- Description: Email customer the service reports along with the invoice.
- Select the rule trigger as Edited and click Next.
- Select the rule criteria as Only to the Service Appointment matching certain conditions and add the condition Status is Completed. Click Next.
- Click +Action and select Function.
- Select Existing Functions and click Next.
- Select the custom function created in the previous step.
- Click Save.
Testing the usecase
- Create a Service Appointment.
- Ensure that there is at least a Service Report added to the service appointment and an Invoice to the parent work order.
- Click Complete Work for the service appointment.
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