API for Task Entity in Zoho Books

I’m working on automating task creation in Zoho Books via a custom button in the Bills Module. The goal is to create a task in the Tasks Module and assign it to the Finance Team, so they can track progress efficiently.

While reviewing Zoho Books documentation, I noticed that there is a detailed guide for Project tasks, but there is limited information available for the Task entity itself. We are aware that workflow rules and custom functions can be created from the Tasks module, but when we try to automate task creation using a custom function triggered by the custom button, we encounter errors.

I have attached screenshots for reference to show the errors we are facing.

We would greatly appreciate guidance or examples on how to properly automate task creation in this scenario, specifically via a custom button in the Bills module.

Thank you in advance for your help!

I've attached the screenshots for reference.

• Topic Participants

• Tahsin Fasila

• Sankara Narayanan K

  

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