Sending data from Zoho Projects to Zoho CRM

Dear community

Hope you all are doing great!

I'm opening this thread to understand how can I setup the following workflow between my Zoho Projects portal and my Zoho CRM portal:

In my project, let's call it PROJECT X, I have new incoming bugs registers everyday. When my agents create these registers, they insert an numeric key called id_ideris in each one of them, this is a required field.

Also, this numeric key is used to identify my end-users on my CRM portal, at the accounts' module. In that case, each end-user has one unique id_ideris.

I want to create a workflow that whenever a new bug register is created or closed in my Zoho Projects, a deluge script counts all the bugs with the same id_ideris (equal to the id_ideris present on the bug that triggered this workflow) and that currently are in a open stage and sends this information to my Zoho CRM portal.

When sending to the Zoho CRM portal, I want this value to be populated in a customized numeric field present on my accounts layout. The register that must receive this information is the one that have the same id_ideris key as the bug register who initially triggered my workflow.

To sum it up: I need a script that counts how many bugs are opened for each one of my end-users, these ones, identified using their id_ideris.

I know how to do the field update and the count of registers based on criterias in a deluge script that runs exclusively on the CRM. When it comes to a script that crosses paths between Zoho applications, I do not know how to proceed.

Can someone, please, tell me how can I get this workflow done? I tried to be as clear as possible in my thread. If I wasn't enough, please, let me know.

Hope to hear from you soon guys :)

Cheers from Brazil!
Rodrigo.

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Topic Participants
rodrigomoro

Sticky Posts
Tip: How to print the Gantt View
Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones
Project Management via Emails in Zoho Projects
We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn more
Four types of task dependencies
"Nothing is particularly hard if you divide it into small jobs." - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise
Task and Project numbering
Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs. Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks
Task Inline Editing Enhancement
Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.