CRM/Projects Integration
Good afternoon,
I'm in the process of setting up automated Project creation when a Customer is created.
We are using the Accounts module as Customers and I've already created the creation of the Project Template pulling information from the CRM - this works absolutely fine.
What I cannot get to happen is for the Project to be automatically assigned in the Related List. We have the Zoho Projects option there, but it doesn't link the two.
Additionally, 'CRM Info' option to appear on Projects (this isn't anything we need but I assume it's a symptom of the same issue).
If I go to Zoho Projects on the Related List and try to Associate Project, I get a dropdown with all of the Live Projects but I'm unable to select any of them, I get the error 'Sorry there was an internal error. Please try again later".
I think this may point to some sort of permissions or access error as opposed to Deluge, however I have included code below. I am super admin so I know it isn't permissions on my account.
custInfo = zoho.crm.getRecordById("Accounts",id);
createMap = Map();
createMap.put("name",ProjName + " - Onboarding Process");
createMap.put("template_id",TemplateID);
response = zoho.projects.createProject(PortalName,createMap,"crmprojects");
info response;
mp = Map();
mp.put("name",ProjName);
datalist = List();
datalist.add(mp);
datamp = Map();
datamp.put("data",datalist);
resp2 = invokeurl
[
url :"https://www.zohoapis.com/crm/v2/Accounts/" + id + "/Zoho_Projects/" + response.getJSON("projects").getJSON("id")
type :POST
parameters:datamp.toString()
connection:"crmprojects"
];
info resp2;
createMap = Map();
createMap.put("name",ProjName + " - Onboarding Process");
createMap.put("template_id",TemplateID);
response = zoho.projects.createProject(PortalName,createMap,"crmprojects");
info response;
mp = Map();
mp.put("name",ProjName);
datalist = List();
datalist.add(mp);
datamp = Map();
datamp.put("data",datalist);
resp2 = invokeurl
[
url :"https://www.zohoapis.com/crm/v2/Accounts/" + id + "/Zoho_Projects/" + response.getJSON("projects").getJSON("id")
type :POST
parameters:datamp.toString()
connection:"crmprojects"
];
info resp2;
Many Thanks,
Zayd
Topic Participants
zayd
Pheranda Nongpiur
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