Deluge in Zoho Services #4: Zoho Sheet

Deluge in Zoho Services #4: Zoho Sheet

Hello everyone,

Greetings from Deluge! It's been a while since we connected, but now we're back in action, continuing our series of posts on Zoho services that support Deluge. We hope you found the previous post in this series useful. In today's post, let's explore the ways in which you can use Deluge to achieve more with Zoho Sheet.

Custom functions is the Zoho Sheet feature that uses Deluge. These functions are written using the Deluge scripting language to manipulate data more effectively, communicate with third-party applications, and fetch/update values based on your requirements. Custom functions enable you to program your own functions and add different types of business logic. Apart from creating and running custom functions using Deluge, Zoho Sheet also allows bringing in data from other Zoho or third-party services using connections. Integrating with other services requires you to create a connection, thereby ensuring data transfer between the connected services. 

Many organizations have their own business logic that requires personalized functions. For example:
  • Let's say you've maintained inventory stock details in the Item Details report inside your Zoho Books account. As prices keep fluctuating everyday, it could become frustrating and tedious to individually edit and update each record in your report. To resolve this, you can maintain the required data in your Zoho Sheet. You can achieve data synchronization between both the services by configuring a custom function that performs the following actions via API calls.
    • Pulls the required data from the Item Details report in your Books account and populates the same in your sheet.
    • Pushes data to the Item Details report in Books as and when data is created/edited in your sheet.
      This way the data in your Books report will be automatically updated each time you add new data to your sheet.  
  • Let's say you've collected and stored the feedback comments of your customers in your sheet. You need to analyze the sentiments of these comments, categorize them as — Positive, Negative, and Neutral and submit the final sheet to the appropriate authority. To achieve this, you can create a custom function using zoho.ai.analyseSentiment task. The function checks a comment, analyzes its emotion and returns the detected emotion along with its probability percentage.

Example

Let's say you own a business named Zylker Corp. Your business has clinched a good number of sales-ready deals in the current year. But handling a large number of deals every day makes it difficult to determine which ones to focus on.

You're in charge of tracking and maintaining these deals, and you need to fetch all of them, along with their relevant details, such as Deal Name, Amount, and Closing Date for a certain period, and then populate that data inside your sheet.

This data is useful in generating real revenue for your business. However, this is time-consuming if done manually, and can also lead to errors. To overcome this, Deluge can be used to create custom functions that can actually pull data from your Deals module inside Zoho CRM.

Note: To use custom functions that require fetching data from other services (in this case, we're fetching data from Zoho CRM and populating them in Zoho Sheet), the ow​​​​ner of the spreadsheet must hold an account in Zoho CRM.

These custom functions are similar to the macros in an Excel sheet. A macro is an action or set of actions that you can run as many times as you want. If you have tasks in Microsoft Excel that you repeatedly perform, you can create a macro to automate those tasks. 

Similarly, you can create a custom function by specifying set criteria and running it repeatedly whenever required. In other words, you can automate repetitive tasks using custom functions to save time and manual effort. 

How it works



Steps to create a custom function

1. Create connection 

  1. Navigate to Tools > Custom Functions and click Manage Connections.
  2. Click Create Connection. Select the Default Services tab under Pick Your Service.
  3. Select the Zoho OAuth service from the list of services. 
  4. Enter a suitable Connection Name. Here, we named it crm_oauth_connection. The Connection Link Name will be auto-filled accordingly.
  5. Choose scopes ZohoCRM.coql.READ and ZohoCRM.modules.deals.ALL.
    Note:
    • This connection is used to authorize Zoho CRM to fetch records from all its modules through a COQL query.
    • We're using the COQL API here, since selecting a date range in  the function's criteria isn't supported in the Get Records API.
    • Refer to the API page to learn how to get records through a COQL query.
  6. Click Create and Connect. You'll be redirected to the service authentication page.
  7. Click Connect, then click Accept to allow DRE to access data in your Zoho account. The required connection is now created.
  8. The CONNECTION SUMMARY page will display your connection details.

2. Create custom function

  1. Navigate to Tools > Custom Functions and click Create Custom Function.
  2. Enter a valid function name.
  3. Select the data type of the return value for the specific function to be created from the Result Type dropdown. Here, you need to choose list as the return data type, since we need the output to be displayed as a list of values (vertically).
  4. You can also add the required arguments and their types for the function in the Create Custom Function popup. Here, you must add the following arguments—StartDate and EndDate—with their data types as date. This is because we're going to fetch the deal details between the specified start and end dates.

  5. Click Create and your custom function will be created.

3. Script using Deluge

  1. Navigate to Tools > Custom functions > View Deluge Editor.
  2. Select the added custom function (DEALS_BETWEEN), write the following script in the editor, and click Save.
  1. //List is the return data type. StartDate and EndDate are the parameters, whose values will, in turn, be supplied as params while making the CRM API call.
  2. list DEALS_BETWEEN(date StartDate, date EndDate)
  3. {
  4. //Use toString to convert the input dates to accepted date formats in Sheet.
  5. start_date = StartDate.toString("yyyy-MM-dd");
  6. end_date = EndDate.toString("yyyy-MM-dd");
  7. //Construct a map with the required deal details in the defined map variable using a select query. The deal details include field names from the Deals module in CRM.
  8. query_map = Map();
  9. query_map.put("select_query","select Deal_Name, Amount, Closing_Date from Deals where Closing_Date between '" + start_date + "' and '" + end_date + "'");
  10. //Invoke the Zoho CRM API to fetch the records from the Deals module through a COQL query. The connection you created earlier will be used here.
  11. response = invokeurl
  12. [
  13. url: "https://www.zohoapis.com/crm/v3/coql"
  14.  type: POST
  15. parameters:query_map.toString()
  16. connection:"crm_oauth_connection"
  17. ];
  18. //resultList is the variable to declare a list.
  19. resultList = List();
  20. response_data = response.get("data");
  21. //The below "for" statement parses the records inside the Deals module and fetches the specified details
  22. for each record in response_data
  23. {
  24. resultMap = Map();
  25. resultMap.put("Deal Name",record.get("Deal_Name"));
  26. resultMap.put("Amount",record.get("Amount"));
  27. resultMap.put("Closing Date",record.get("Closing_Date"));
  28. resultList.add(resultMap);
  29. }
  30. //Returns the response in the format expected by Zoho Sheet.
  31. return resultList;
  32. }
Note: 
  • In the above script, Deal_Name, Amount, and Closing_Date are API names of fields in the Zoho CRM Deals module.
  • You can test your custom function by clicking Run and entering sample values.
If you want to get the required API names for other CRM fields:
Log in to your CRM account.
Navigate to Settings > APIs (under Developer Space) > CRM API > API names.
Click the Deals module. The API names page will list the API names of all the fields in the Deals module. 
You can then use the required API names in your script.

4. Execute function

Enter the function in the below format. Your sheet will be populated with the deal details (Deal Name, Amount, and Closing Date) between the specified time period.

Input format:

=DEALS_BETWEEN("2022-01-01";"2022-11-11")

where,

DEALS_BETWEEN
name of your custom function
2022-01-01 
start_date value
2022-11-11
end_date value

You can refer to help page to learn in-depth about how to achieve the above custom functions using Deluge in Zoho Sheets. 
We hope you found this post useful—we'll be exploring Deluge in Zoho Connect in our next post. Please let us know if you have any questions, feedback, or suggestions in the comments, or write to us at support@zohodeluge.com.

Thank you!

You can also check out our preview posts in this series!


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ








                                ご検討中の方

                                  • Recent Topics

                                  • Product management across integrated apps

                                    Hi everyone, I’m setting up my business for selling products and integrating CRM, Inventory/Books, Ecommerce, and other apps. Where should I load products for the first time so they reflect across all apps? And for updating prices or adding new products—where

                                  • Calculate Number of Days Between Two Dates

                                    Can someone help me with how to create a field using the formula function to calculate the number of dates between a campaign start date and end date? The closest I have gotten is using the "Datecomp" function but it gives you the dates in minutes, rather

                                  • Improved RingCentral Integration

                                    We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.

                                  • Zoho Writer Docx files not able to be converted into Google Docs

                                    Since July 23rd, I've encountered an issue where DOCX files exported from Zoho Writer no longer convert properly into Google Docs when uploaded to Google Drive. My workflow relies on generating merged DOCX documents from Zoho Forms using Zoho Writer templates,

                                  • Schedule Campaign - Recipients Time Zone

                                    Something seems to be wrong with the scheduling feature for scheduling campaigns to be deployed at a specific time to the recipients time zone. I scheduled campaigns twice to be sent at the recipients time zone and the campaigns are deploying at the wrong time. When communicating with Zoho support they said to make sure it was scheduled at least 24 hours in advance so we did this with our last campaign and it was still deployed at the wrong time. Anyone else having this issue?

                                  • Zoho Vault App for Windows

                                    Hello, is there a Windows app that can be used to access the passwords saved in Zoho Vault? Thank you

                                  • Zoho Cursor Jumping

                                    Hi, Zoho Support, We received the below email for a bug when using Zoho on Firefox. Please let us know if there is anything that can be done to solve this issue. Have any other Zoho Mail users reported issues the past few days with Zoho auto-saving drafts

                                  • tomorrow option within the due date section and drag and drop into calendar

                                    Firstly, thank you for creating such a well-designed and user-friendly to-do list app. It’s almost perfect for my needs, but I wanted to offer a couple of suggestions that I believe could significantly enhance its usability, particularly for those who

                                  • low quality videos

                                    when in puplish videos or reel in social media platforms it pulished in low quality

                                  • Using Zoho Forms vs Zoho Survey

                                    Hello - I'm looking for advice on whether to use Zoho Survey or Zoho Forms for our small non-profit. We have a Zoho One subscription, so have access to both. The main use case at the moment is application forms for our professional development programs.

                                  • Kaizen #200 - Answering Your Questions | Authentication using Zoho CRM Python SDK

                                    We’re incredibly excited to bring you the 200th post in our Kaizen series! This journey has been as much about listening as it has been about sharing. And today, we’re making both count. Over the past few weeks, we’ve collected your feedback through the

                                  • Zoho CRM sync

                                    Just wondering if the plan is for the Zoho CRM implementation to always be just an import and not a sync? At the very least, a one-way sync that kept the data in Tables up-to-date would increase the amount of usecases, but ideally the option to two-way

                                  • Add serial number in print page list

                                    How can i add serial number in print page for every entries?

                                  • Trying to Delete records from Creator not found in CRM

                                    Hi, In the following script, I am trying to delete records from Creator not found in CRM, but I am getting the error message "Error at line number: 55 Improper Statement Error might be due to missing ';' at end of the line or incomplete expression". Please

                                  • Can't login to Zoho mail

                                    I'm logged into Zoho but when I try to go in zoho mail I get: Invalid request! The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try again. I just set up my mx records and stuff with namecheap a few

                                  • REST API for Branch and Budget

                                    Hi Team, Can you please guide me with the appropriate rest API documentation for fetching Branch and Budget details?

                                  • STOP FRAUDULENT TRANSACTION IMMEDIATELY

                                    I DID NOT AUTHORIZE THIS TRANSACTION OR RENEWAL, STOP IMMEDIATELY CHARGING MY CARD I CAN NOT CONTACT SUPPORT, NO ONE IS AVAILABLE ON CHAT PAYMENT ID RPCW2003260759193

                                  • Best way to handle a credit card download fiasco

                                    Hi there, hoping that someone knowledgable with book keeping can give me the answer here. One of my credit cards has been integrated with Zoho books and we have been downloading transactions with no issue. The credit card got compromised and was used

                                  • When Opening Zoho Mail I always get a Tab with an error (See attached image)

                                    Everytime I open Zoho mail I get this. It is trying to open a deleted email. I already tried going to Settings > While Starting up Changed that option back and forth but this persists. Its annoying. Other than that I love this. Any help would be appreciated.

                                  • Pre-Registration - Suggestion

                                    Suggest to add a Pre-Registration feature for non-scheduled events. Scenario is that we have a training academy and would like to collect pre-registrants prior to an actual scheduled event so we can use this as a basis for demand management and scheduling of new events for those expressing interest.

                                  • Not all messages showing in folders in iOS mail.app

                                    I have a bunch of emails filed in various folders. Those folders are showing all of the emails in them on Zoho.com and in the Zoho Mail app on my iPhone and my iPad. They also all show up fine in Mail.app on my Mac. The problem is that certain (not all)

                                  • Where do the 'Archived' mails go?

                                    I have hit 'Archive' on quite some mails I still needed, but didn't want in my inbox anymore. I obviously thought 'Archive' is not the same as 'Delete', since they don't even pass the trash folder this way, and right now I was looking for one of those

                                  • Signature image size changing on replied emails

                                    Hi, Sometimes I see the size of the image I use as signature changes when I open replied emails. Do you know why is this happening? It doesn't seem to happen when I send emails to Gmail though. Signature should look like in attachment "Signature_normal.jpg"

                                  • Não consigo enviar emails. "Razão:533"

                                    Não consigo enviar emails. "Razão: 533 Relaying disallowed. Invalid Domain" aparece e me impede de enviar emails... Como resolver o problema?

                                  • Error when setting up IMAP access in Gmail

                                    Hi I set up POP3 access via Gmail for my Zoho-hosted domain email. I just tried to change it to IMAP access, however when inputting the settings I received the following error message from Gmail "Missing +OK response upon connecting to the server: * OK

                                  • Zoholics Europe 2025: Unlocking the Power of Zoho CRM : A Hands-On Workshop

                                    Why should you attend? At Zoholics Europe 2025, Zoho’s official user conference, you’ll have the opportunity to connect directly with experts and explore powerful tools that help businesses elevate customer experiences. Be sure to attend one of the most

                                  • "Wrong password or login" Problem to configure Zoho on MAIL App on my Macbook

                                    Hi, I'm having problems to configure my e-mail on my MAIL App(Macbook pro). My e-mail is hari@trespontoum.net Actually was working perfectly, and still working on my Iphone. My MAIL App prompt me that my login or password is wrong. I tried to change 3

                                  • How do I delte a mailbox alias

                                    Hi everyome, I have created a mailbox alias on one of my accounts, but I can't figure out how to delete it again. When I go into the control panel on my super-admin account and click on user details and the settings for the user, I can see the mailbox

                                  • Allowing vendors to Upload Purchase Invoices against Purchase Order

                                    Work Flow: Once Project is executed, We send Purchase order to every Vendors asking them to Share the invoice against the same. Most of the time Vendors Send invoices through Mails but our Finance Team miss to book those Purchase Invoices in Zoho Books.

                                  • Deluge - forward incoming email with original attachments and content but new subject

                                    I'm working in ZohoMail with a 10GB paid account. Using a filter and a custom function, I can send a new mail with the original email content and a new subject, but I'm struggling to find how to attach the original attachment to a new mail - or even to

                                  • Error: "The conversation window has expired." on WhatsApp

                                    Hello, I would like to know why this error appears in the messages within WhatsApp from the CRM: "The conversation window has expired." The question arises because a potential client sent us a message at 11:00 PM and we are responding the next day at

                                  • How to Sync Desk KB and Sales IQ KB?

                                    Hi, we have just started to use Desk and are using the SalesIQ Chat. Ideally I'd like to use the 'FAQ' feature on chat (which uses SalesIQ KB) and also allow our customers to use the self-service KB that comes with Desk. Unfortunately they are two different

                                  • Need help! Unable to send message; Reason: 554 5.1.8 Email Outgoing Blocked.

                                    Hi Zoho team My account name is senpai.atelier, it’s been few days I can’t send Emails with the same error messages. I’ve raised the issue to support@zohomail.com that doesn’t respond to my query. I wonder if you may help troubleshooting soon.

                                  • Zoho arrives to Spam on all Microsoft Accounts (Outlook, Hotmail, Microsoft 365)

                                    I believe this is a very serious issue. All my email accounts in Zoho arrives straight to SPAM. Thing is, a lot of clients rely on email arriving to Inbox, specially on Microsoft Accounts since it is used a lot both for business and personal email sending.

                                  • Registeration

                                    I just added the TXT code. What next?

                                  • Cannot receive password protected zip files

                                    Hello, I cannot received a password protected attachments. Also all my members in the same domain has the same problems. Can you please help me? Best regrads

                                  • ERROR 554 5.1.8 Sender Address Blocked code(554)

                                    We have an email with Zoho ( comercial@bruiser.com.br), but, when we try associate the account in GMAIL, the server shows this message:  554 5.1.8 Sender Address Blocked code(554) I see this error appear when the limits of returns exceded 10 messages,

                                  • How do I associate pricebooks to a customer?

                                    I setup a few pricebooks, that worked fine. But now the only thing I can do with it, when I enter a quote or sales order, I can select which pricebook to use, but I have to do this product by product every time I add one. Is there a way to connect a pricebook

                                  • Zoho mail stopped receiving emails

                                    Our email are stopped to receive outsider email. i have checked the DSN, it's pointed to ZOho mail. Can anyone help me to fix this issue urgently? Thanks

                                  • send email from web application

                                    Hello, I'm experiencing an issue with sending emails from my web application. Here are the configuration parameters currently in use: ini Copia Modifica quarkus.mailer.from=noreply.sedis@mondonovo.net quarkus.mailer.host=smtp.zoho.com quarkus.mailer.port=465

                                  • Next Page