Automation
Functions
This guide helps you with the following: Create Functions Normal Functions REST API Functions Invoke Functions Edit Functions Delete Functions Rest API Functions Authentication Version 2.0 Version 1.0 Example Comparison of Version 2.0 and 1.0 ...
Install Actions
This guide helps you with the following: Create a post install script InstallParamMap variable Example Create a post uninstall script Create an on authorization script for connectors Example Create an on revoke script for connectors Example ...
Custom Actions
This guide will help you with the following: Create Custom Actions Associate with Workflow Rules Manage Custom Actions Zoho Developer provides various options to automate repetitive tasks and implement customizations that meet your business needs. ...
Custom Schedules
This guide will help you with the following: Create Schedules Write Custom Function Edit Schedules Delete schedules Schedules are automated user-defined actions, which can be performed through custom functions either at a particular time or on a ...
Custom SalesSignal
The SalesSignals feature in Zoho CRM provides real-time notifications of all touch points from your leads, contacts, or potential customers. You can keep track of all the customer interactions across various channels and follow-up with them from one ...
Custom Functions
The guide will help you with the following: Create Custom Functions Program Custom Functions Test Custom Functions Associate with Workflow Rules Manage Custom Functions Custom functions help in automation where procedural logic is required, which ...
Webhooks
The guide will help you with the following: Set up Webhooks Use Webhooks Business Scenario 1- Calculate Sales commissions in Zoho Creator App 3. Refer Error Codes HTTP Status Codes Custom Errors Webhooks facilitates communication with ...
Workflow Field Updates
Field Update helps the users automatically update certain field values in the records, when the associated workflow rule is triggered. To create field updates Log in to Zoho Developer console and click Extensions for Zoho CRM. Select the extension ...
Workflow Tasks
Workflow tasks allow you to automatically delegate important responsiblities to different employees with the end user organization. To create a workflow task Log in to Zoho Developer console and click Extensions for Zoho CRM. Select the extension ...
Workflow Alerts
Workflow alerts allow you to build notifications into your CRM systems. When a particular workflow rule is triggered, a template email will be sent to the relevant person or people in the end user organization. Note You can associate maximum 5 alerts ...
Workflow Rules
The guide will help you with the following: Create Workflow Rules Part 1 - Specify the basic details of the rule Part 2 - Configure the execution criteria Part 3 - Set the rule criteria Part 4 - Associate instant and/or time based actions ...