Use a function to access the Contacts "Account Name" field from a Webhook?

Use a function to access the Contacts "Account Name" field from a Webhook?

We are trying to sync contact and account records with an external system.  Unfortunately, I discovered the contact record lookup field 'Account Name' which associates the contact to an account is not one of the available fields in webhooks.  I'm not sure why, but I know it has to do with it being a lookup field.  It contains a value when set so I'm not sure why you can't access that fields value!?

So what are the workarounds?  Being new to Zoho and the functions and API capabilities I feel a bit lost but these are my two best guesses:

1) Write a function for the Contacts 'Account Name' field that when it is updated, copy the field value to a 'mirror' single line (or whatever type is appropriate) field and access the value that way.  I poked around the functions and I'm a long time coder, but I couldn't quickly (in 15 min) grasp how I need to go about implementing something like that.  It would be something to the effect like:

on update
{

account_name_mirror = account_name;

}

But as you can see I have no clue on proper syntax and where to insert/activate the function in Zoho?

If that doesn't work or is too clunky, the only other way I can think of is the 3rd party script that the webhook executes would have to issue an API call to read the Account Name field using the Get Record API (assuming the field is accessible via the API even though it's not availability in the field list in the Webhook setup)




      • Topic Participants

      • jeffc

      • Sticky Posts

      • How to Add Users to your Organization in ZohoMail?

        A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________