Tip #6 : Accessing external URLs from Zoho Subscriptions

Hello everyone,

We have been sharing a tip every week to address specific business scenarios which you can implement for your subscription business. Last week, we shared a tip about implementing the Approval Workflow system. This week, let's look at how you can access external URLs with the help of Custom Link.

Business Scenario:

Every business functions differently and has its unique requirements. At times, businesses might want to access other websites or applications by appending specific information from Zoho Subscriptions to the URL. The URL can be your:

• company's intranet URL;
  
• external third-party website or application; or
  
• company's website or application.
  

Let's consider the following scenario to understand this better. Zylker is a Saas business that provides customized IT integration solutions. They use Zoho Subscriptions to manage their customers' subscriptions. Also, they have a back-end system to store the details of the integrations they've provided to their customers.

During customer queries, employees use an intranet URL (https://zylker.com/app/customers?q={ Customer_ID}) to access the back-end system and view the specific customer's details. Usually, they copy the unique Customer_ID from the customer details page in Zoho Subscriptions and append it to the intranet URL to access the customer's integration details in the back-end system.

This can be tedious as the Customer_ID has to be appended to the URL, every time they want to access a specific customer's details. This process can be simplified by setting up custom links in Zoho Subscriptions. Now, employees can open the desired page with just a click.

How can you do it?

Let's see how you can create a custom link and open a third-party URL by appending the data from Zoho Subscriptions.

1. Go to Settings > Preferences > Customer.
   
   
2. Select the Custom Buttons tab.
   
   
3. Click the New Custom Button dropdown and click New Custom Link.
   
   
4. Enter a name for your custom link.
   
   
5. Configure the URL as per your requirements by inserting placeholders. These placeholders will be used to access the data in Zoho Subscriptions.
   
   
6. Click Save.
   

Now you will find the custom link listed as an action in your customer details page. Click the button and the customized URL will open in a new tab. Please find the below images for reference.

Found this useful? Try it out for tour subscription business and let us know how it works. If you have any questions, feel free to comment below! We are here to answer.

Cheers,

Sasidaran K,
The Zoho Subscriptions Team.

• Topic Participants

• Sasidaran K

  

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