Power of Automation :: Auto-Populate Integration Field in Projects with CRM Account Data

Power of Automation :: Auto-Populate Integration Field in Projects with CRM Account Data

Hello Everyone,


A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and calculations. 


Use Case:


A customer is creating projects directly from the Accounts module in Zoho CRM. Upon project creation, the associated Account is automatically added as the Client Company within the project in Zoho Projects.

The requirement is to display the Account information within an integration field (created in the Project layout) in the Projects List View. They are looking for an automation that retrieves the Account Name from the associated Account and populates it into the integration field within the corresponding project.

This can be accomplished using the feature Custom Functions. Create a connection with the service Zoho OAuth using the scopes “ZohoCRM.modules.ALL, Zohosearch.securesearch.READ, ZohoProjects.projects.ALL, ZohoProjects.portals.ALL" and update the connection name ‘oauth’ in the below code. 

Here is the code
params = Map();
params.put("name","Sample Project");
params.put("lead",{"record_id": "XXXXXXXXXX"}); 
//Enter the module ID here
createProject = invokeurl
[
type :POST
parameters:params.toString()
connection:"oauth"
];
info createProject; 
return "success";

Creating custom functions in Zoho Projects is straightforward and well-documented. Zoho provides a range of built-in functions that you can use as a starting point, and you can also easily define your own functions using Zoho's scripting language, Deluge. Give it a try and see how it can save your time and boost your productivity!

Watch this space for more such custom function codes.

      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • 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

          • Set Custom Business Calendars and Holidays for Global Teams

            Managing a project across diverse teams means accounting for more than just tasks and deadlines; it means acknowledging how and when each team actually works. Users might follow different working days or observe region-specific holidays that cannot be

          • 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,

          • Restore Trashed Records Anytime Within 30 Days

            Access the recycle bin from the Data Administration tab under the settings page in Zoho Projects, which gives better control over the trashed data. When records like projects, phases, task lists, tasks, issues, or project templates are trashed, they are

          • Organize and Clone Task Custom Views

            We have rolled out two new enhancements to task custom views: Custom View Groups and Custom View Clone. Custom View Groups Similar to predefined view groups, we have introduced groups for custom views to help organize and categorize them. My Custom Views:

          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