Power of Automation :: Automate Deal Status Update in Zoho CRM upon Project Completion.

Power of Automation :: Automate Deal Status Update in Zoho CRM upon Project Completion.

 
Hello Everyone,
 
A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it.
 
Requirement:
 
One of our customers automated the creation of Projects in Zoho Projects from the Deals module in Zoho CRM. 

Upon completion of that specific Project in Zoho Projects, they also wanted the Deal status to be updated as "Closed Won". This was accomplished using Custom functions along with Project workflow rules

Custom function code:
 
projectsAPIEndPoint = "https://projectsapi.zoho.com";
module = "Deals";
stageName = "Closed Won";
projectDetail = invokeurl
[
url :projectsAPIEndPoint + "/api/v3/portal/" + portalId + "/projects/" + projectId + "/crm/" + module.toLowerCase()
type :GET
connection:"XXXXX"
];
info projectDetail;
deals = projectDetail.get("deals");
if(deals.size() > 0)
{
for each  deal in deals
{
dealId = deal.get("id");
valueMap = Map();
valueMap.put("Stage",stageName);
valueMap.put("Closing_Date",zoho.currentdate.toString("yyyy-MM-dd"));
response = zoho.crm.updateRecord(module,dealId,valueMap);
info response;
}
}
return "success";
 
Make sure to replace XXXXX with the Zoho Projects connection link name along with scopes: ZohoProjects.clients.ALL. Please find the screenshot of the parameters to be mapped.
 
We hope you found this post useful. If you have any questions, feel free to share them in the comments below.

    • Sticky Posts

    • Accessibility Spotlight Series - 1

      Every user interacts with products differently, what feels intuitive to one may be challenging for another. Addressing this, accessibility is built into Zoho Project's design philosophy. This helps users navigate and perform actions with ease irrespective
    • Customize User Invites with Invitation Templates

      Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align with
    • Zoho Projects - Q3 Updates | 2025

      Hello Users, The final quarter of the year 2025 has begun, and we at Zoho Projects are all set with a plan. New targets to achieve and new milestones to reach, influenced by the lasting imprint of the past quarter. 2025's Q3 saw some new features and
    • Introducing Version-3 APIs - Explore New APIs & Enhancements

      Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,
    • Schedule Exports for Regular Project Updates

      Tracking project data often means exporting data at regular intervals. Instead of manually exporting data every time, users can schedule exports for Phases, Tasks, and Tasks in Zoho Projects. These exports can be set to run once, daily, weekly, or monthly