Business Use-case:

1. Checking if the contact is a portal user in Zoho Books
   
2. Verifying if the contact is an end user of the Zoho Desk Help Center
   
3. Identifying whether the contact is marked as spam in Zoho Desk
   
   

Solution Overview:

Steps to implement the above solution:

Step 1: Create two sources—one for Zoho Books and one for Zoho Desk—as shown below.

Zoho Books:

Zoho Desk:

We have authenticated both the sources using the connection created within Zoho CRM.

Step 2:  Create two queries—one for Zoho Books and one for Zoho Desk—as shown below.

     Zoho Books:

      

As shown above, we have passed the "Email" field as a dynamic variable to be passed for the parameters in the above REST API Query.

Serializer:

The purpose of the serializer is to convert the raw response from the query to a formatted response with the only needed keys from the raw response arrays.

1. const data1 = result.contacts;
2. const contactsarr = Array.isArray(data1)
3. ? data1
4. : (data1 ? Object.values(data1) : []);
5. const filteredResults = [];
6. // Filter and manually extract `Name` and `Email`
7. for (const contact of contactsarr) {
8. if (contact.id =! null) {
9. filteredResults.push({ Name: contact.contact_name
10.  , Email : contact.email , contact_type : contact.contact_type , portal_status : contact.portal_status, Contact_URL : "https://books.zoho.com/app/777534184#/contacts/"+contact.contact_id+"?filter_by=Status.All&per_page=200&sort_column=customer_name&sort_order=A"});
11. }
12. }
13. return filteredResults;
    

After adding the serializer we now have the response as shown below with contact details from Zoho Books.

Schema:

To define the name for the received keys in the above serialized response and store them as a table.

 

Zoho Desk:

     

      

Schema:

To define the name for the received keys in the above serialized response and store them as a table:

Step 3: Associate the Query in Kiosk and added the below steps:

1. Create a screen in the Kiosk for Contact module as shown below and choose "Get data via Queries"

      

2) Now, you can now associate the created queries from step 2 here as shown below,

      

3) In the same way, you can the other query for Zoho Books as well and the Kiosk screen will look like above,

      

4) You can now implement the Kiosk in detail view page of the Contact as shown below,