Power of Automation :: Quick way to associate your Projects with Zoho CRM

Power of Automation :: Quick way to associate your Projects with Zoho CRM

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. 


Let us consider the below use case from a customer - 


With the integration between Zoho CRM & Zoho Projects, it is possible to associate a project with an Account/Contact/Lead only from CRM Interface but not from Projects Interface.


We received a specific requirement from a customer to associate a project with an Account in CRM from Projects Interface and we accomplished it using the combination of the following features



Steps to be followed :

  1. Add an Integration field to the project layout. 
  2. While adding the field, choose Zoho CRM in Service and Accounts in Modules.
  3. Select 2 Fields, the first is for Record ID and the second field is for Account Name.
  4. Confirm if the preview is "id- Account Name" then Save the layout.
  5. Create a custom function by navigating to Setup > Developer Space > Custom Functions > Projects > Create Custom Function > New.
  6. Name the custom Function, add arguments, select the layout, paste the below code in the deluge editor and save it.
  7. Navigate to Project Automation > Workflow Rules > New Workflow Rule.
  8. Name the workflow rule and select the layout. This workflow rule should be triggered when the project is created. 
  9. Under Actions, choose ‘Associate Custom Function’ option. Choose the custom function, associate it and Save the Rule.


How it works :


Just choose the Account name from the drop menu of the integration field. Automatically, project will be associated with that respective account in CRM 

Script to be used:


//TODO: Create a connection for Zoho CRM service with the scopes "ZohoCRM.modules.ALL" to Replace ‘XXXXXX’ with the connection name. Link to learn about establishing the connection. Attached screenshots for reference.

if(accountDetails != null)

{

 mp = Map();

 mp.put("name",projectName);

 datalist = List();

 datalist.add(mp);

 datamp = Map();

 datamp.put("data",datalist);

 resp = invokeurl

 [

  url :"https://www.zohoapis.com/crm/v2/Accounts/" + accountDetails.getPrefix("-") + "/Zoho_Projects/" + projectId

  type :POST

  parameters:datamp.toString()

  connection:”XXXXXX”

 ];

}

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 Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      • Sticky Posts

      • Tip 37: Time Log Restriction in Zoho Projects

        Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enable
      • Rename Task Module To Suit Your Project

        Task Module in Zoho Projects gives a comprehensive view of all the action items, known as Tasks, across all projects. However, different industries may use alternative terminology for similar processes, which might not always be recognised when labelled
      • Project Billing with the Staff Hours Method in Zoho Projects

        The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service
      • Achieve Full Financial Control by Tracking Both Cost Budget and Budgeted Hours

        Zoho Projects now supports tracking budget with both Cost Budget and Budgeted Hours simultaneously across all modules (Based on Project, Phase, Task, or User). Why Track Both? Tracking both cost budget and budgeted hours provides a more holistic view
      • 🎉 Celebrate Zoho Projects’ 18th Birthday with Us! 🎉

        Hello Zoho Projects Community, We’re thrilled to announce that Zoho Projects is turning 18 today! To mark this milestone, we’re hosting a special AMA (Ask Me Anything) event starting at 3 PM IST today and running until 3 PM IST tomorrow. This is your

      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 Campaigns 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