Power of Automation :: Add Note to a Linked CRM Deal

Power of Automation :: Add Note to a Linked CRM Deal

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.

We have a few pre-defined gallery functions that are ready to use. You can access the same using the steps available in this link.        

QuoteThis week, I would like to highlight one of the Gallery custom functions - Add Note to Linked CRM Deal .   
 
Use case:-
 
With the integration of Zoho Projects & Zoho CRM, it is possible to create/associate a Project to a Deal in CRM. This function finds the Zoho CRM Deal linked with the project and adds a custom note using the provided arguments.

Todo:-

Create a connection for the Zoho OAuth service with the scopes "ZohoProjects.clients.CREATE" & "ZohoCRM.modules.CREATE" to replace 'xxxxx' with the connection name. Click this link below to learn how to create the connection. Attached a screenshot of the Arguments.

Custom function code:-
projectsAPIEndPoint = "https://projectsapi.zoho.com";
module = "Deals";
projectDetail = invokeurl
[
url :projectsAPIEndPoint + "/api/v3/portal/" + portalId + "/projects/" + projectId + "/crm/" + module.toLowerCase()
type :GET
connection:"xxxxxxxxx"
];

for each  client_company in projectDetail.get(module.toLowerCase())
{
CrmDealId = client_company.get("id");
notesMap = Map();
notesMap.put("Parent_Id", CrmDealId);
notesMap.put("Note_Title", NoteTitle);
notesMap.put("Note_Content", NoteDescription);
notesMap.put("$se_module", module);
response = zoho.crm.createRecord("Notes",notesMap,Map(),"xxxxxxxxx");
info response;
}
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. 


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