Zoho Examples

Type the name as 'leadId' and select the value as 'Lead ID'. When you click Specify User-Defined Value, type the CRM authenticator in the field. Review the codescript and click Saving. In case you do not want to remove the leads after conversion, please annotate the last line of the scripts.

put("Billing City", ifnull(leadDetails. get ("City"),""))) ; AcccountMap. put("Billing Country", ifnull(leadDetails. get("Country"),""))) ; AcccountMap. put("Description", ifnull(leadDetails. Here. get ("State"),"""")) ; AcccountMap. put("Billing Street", ifnull(leadDetails. get("Street"),""")) ; AcccountMap. put("Billing Code ", ifnull(leadDetails. get("Postleitzahl","""), pcountMap.

get ("Vorname"),""""))) ; ContactMap. put("Nachname", ifnull(leadDetails. get ("Nachname"),""")) ; ContactMap. put("Mailing City", ifnull(leadDetails. get("Stadt",""")"))) ; ContactMap. put("Mailing Country", ifnull(leadDetails. Get get ("Vorname"),""""))) ; Mailing get ("Vorname"),""""))) ; ContactMap. put (" Pays d'expédition ". get ("Land"),"""")) ; ContactMap. put("Mailing State", ifnull(leadDetails. get("State"),"""") in) ; ContactMap. put("Mailing Street", ifnull(leadDetails. get("Street","""")) get ("Land"),"""")) ; ContactMap. put("Mailing Zip get ("Land"),"""")) ; ContactMap. put get ("Land"),"""")) ; ifnull( get ("Land"),"""")) ; ContactMap. get ("," MailZip(") ip", ifnull(leadDetails(leadDetails. get ("Postal Code"),"""))); ContactMap. put("Description", ifnull(leadDetails. get ("Description"),"""))); ContactMap. put("Fax", ifnull(leadDetails. get("Fax"),""")); ContactMap. put("Title", ifnull(leadDetails. Get ("Fax"),""")); ifnull( leadDetails.

put ("Skype ID", ifnull( "leadDetails. get ("Skype ID"),""))) ; ContactMap. put("Twitter", ifnull("leadDetails. get("Twitter",""") ; ContactMap. put("COMPTE", nouveauCompteID) ; ContactCreate=zoho. create("Contacts", ContactMap); newcontactId = ContactCreate. get("Id"); PotentialMap = map(); PotentialMap. put("Potential Name", Name); PotentialMap.

get ("Street"),""")); PotentialMap. put("Postal Code", ifnull(leadDetails. get("Postal Code"),"""")); PotentialMap. put("Description", ifnull(leadDetails. get("Description"),"""")); PotentialMap. put("LeadSource", ifnull(leadDetails. get("Lead Source"))); PotentialMap. Functional description: Type the name of the buttons > Select Page > Select Write Functions. Type the name of the feature and click Free flow scripting. Please copy the following number. Type the name as 'poId' and select the value as 'order number'.

Review the codescript and click Save. GetRecordById ("PurchaseOrders", input.poId. toLong()) ; productionDet = ifnull( "produit","), productionList = produitDet = ifnull(respMap.get(","), productionDet. eachProdDet = eachProd. toMap(); eachProdDet = eachProd. toMap(); productDesc = ifnull(eachProdDet. get ("product description"),""""); amount = ifnull(eachProdDet. Get ("product description"),""); amount = ifnull(). get ("Quantity"), "0"); listPrice is ( "ifnull(eachProdDet. get("List price"), "0.0")). toDecimal(); netTotal is ("ifnull(eachProdDet. get("Net Total"), "0. "tDecimal ()). toDecimal(); line discount = (ifnull(eachProdDet.get(((("Discount")), "0.0"))). toDecimal(); totally = (ifnull(eachProdDet.get("Total"), "0.0"))).

ifnull( ) ; productId = ifnull( (eachProdDet. get ("Product Id"),"""") ; lineTax = (ifnull(eachProdDet.get("Tax"),""")) toDecimal() ; mp = map() ; mp. put("Product Id", productId) ; mp. put ("Quantity", quantity); mp. put("List prices", list prices); mp. put((((("Discount"), line discounts); mp. put(("Total", total); mp. put("Tax", line tax); mp. put("Net total ", netTotal); put ("Net total", netTotal); put ("Products", pdlist); put ("Subject", ifnull( respMap. get("Subject"),"")); put ("Add(mp)", put = map(); put ("Products", pdlist)); put ("Subject", ifnull( respMap. get("Subject"),"")); put. put("CONTACTID", ifnull( "respMap. get("CONTACTID"),"""")); put ("General Terms and Conditions", ifnull(respMap. get("General Terms and Conditions "),""))); put.

put("Description", ifnull( respMap. get("Description"),""")); parameter put("Tax", (ifnull(respMap.get("Tax"), "0.0")). toDecimal()); parameter map. put("Adjustment", ifnull( (ifnull(respMap.get("Adjustment"), "0. 0")). toDecimal()) ; put (((("Discount"), (ifnull(respMap.get(((("Discount")), "0,0"))) of. tDecimal ())) Paramap.be(() ; paramap.eu put("Sub Total ", (ifnull(respMap. get ("Sub Total"), "0.0")). toDecimal()) ; put ("Grand Total", (ifnull(respMap. get("Grand Total"), and " 0.0 ")) ; createResp= zoho.crm. create("Invoices", paramap) ; return- "Invoice successfully created" ; Create Purchase Orders from Sale Order. Functional description: Type the name of the buttons > Select Page > Select Write Functions.

Type the name of the function and click Free Flow Scripts. Please copy the following number. Type the name as 'soId' and select the value as 'sales order ID'. Review the codescript and click Save. GetRecordById("SalesOrders", input.soId. toLong()) ; productDet=ifnull(respMap. get("product"),") ; productList=productDet. tooJSONList (); pdlist=List(); eachProdDet=eachProd. toMap(); productDesc=ifnull(eachProdDet. get("productbeschreibung"),""""); quantity=ifnull(eachProdDet.

get ("Quantity"), "0"); listPrice=(ifnull(eachProdDet. get("List price "), "0.0"))). toDecimal(); netTotal=(ifnull(eachProdDet. List price"). get ("Net Total"), "0. 0")). toDecimal(); line discount=(ifnull(eachProdDet.get((("Discount")), "0.0")). toDecimal(); total=(ifnull(eachProdDet. B). get ("Total"), "0.0")). toDecimal(); productId=ifnull(eachProdDet. get("Product Id"),"""")); linetax=(ifnull(eachProdDet.get("Tax"),"""))). doDecimal( ); mp=map(); mp. put ("Product Id",productId); mp. put("Net Total",netTotal); mp. add(mp); add (mp); paramap=map(); . put("Products",pdlist); paraamap.put("Subject",ifnull(respMap. get("Subject"),"""")); paraamap. put("CONTACTID",ifnull(respMap. get("CONTACTID"),"""")); paraamap. put("General Terms and Conditions",ifnull(respMap. get("General Terms and Conditions"),")); paraamap. put("Description",ifnull(respMap. get("General Terms and Conditions "),")); paraamap. put("ifnull(respMap. get("General Terms and Conditions"),")); paraamap. put("Description",ifnull(respMap. get("General Terms and Conditions"),")) get ("Description"),""""")); paramap.put("Tax",(ifnull(respMap.get("Tax"), "0.0"))). toDecimal()); paramap. put("Adjustment",(ifnull(respMap. Reference)) get ("Adjustment"), "0.0")). toDecimal()) ; paramap.put(((((("Discount")),(ifnull(respMap.get(((("Discount")))), "0.0"))). toDecimal()) ; paramap. in.

put("Sub Total ",(ifnull(respMap. get ("Sub Total"), "0.0"))). toDecimal()) ; put ("Total",(ifmap. get("Grand Total", and " 0.0 ")) ; createResp=zoho.crm. create("PurchaseOrders", paramètre) ; return:Po created successfully" ; Enven von Massen-E-Mails aus Dems ou Modcts Contacts Functional description: Type the name of the buttons > Select List Display Page > Select Write Functions. Type the name of the feature and click Free flow scripting.

Please copy the following number. Type the name as 'leadId' and select the value as 'Lead ID'. Review the codescript and click Save.

Functional description: Naturally, along with this feature. Type the name of the buttons > Select Page > Select Write Functions. Type the name of the feature and click Free Flow Scripts. Please copy the following number. Type the name as 'custommoduleId' and select the value as 'CustomModule ID'. Review the codescript and click Saving.

Scripts:: Id. toList("|||||||||||") ; resp=zoho. crm. getRecordById("CustomModule1", IdStr. toLong()) ; customMap = map() ; customMap. put("Record Status", "Approve") ; updateResponse= zoho. Functional description: In order to refresh the overall provision of each item in the quotation engine you must assign this feature to the appropriate work flow rules. Select Sie auf Setup > Automation > Actions > Fonctions > Fonctions > Fonctions > Fonctions > +Configurer la fonction > Ecrire la vôtre > Choisissez'Module à associer comme'Devis'.

Type a name for the function and click'Free Flow Scripting'. Please copy the following codescript. Type the name as "quoteId" and the value as "quote Id". Review the codescript and click Save. Scripts: qoteIdStr, i. e. quote.quoteId. toString(); quoteMap, i. e. zoho.crm. getRecordById("Quotes", i. e. quoteId ); quoteMap, i. e. quote.crm; get ("product"),"""); ifnull( quoteMap, i. e. get("product"); productionList, i. e. produktDet.

value = (value + provision * quantity); parameters = map(); parameters. put("Total Provision", value); updatesResp = zoho.crm. updateRecord("Quotes", quotaIdStr, parameters); calculation of taxes in product positions. Functional description: Link this feature to an appropriate work flow schema to charge the taxes for each product in an invoice. Select Sie auf Setup > Automation > Actions > Fonctions > Fonctions > Fonctions > Fonctions > +Configurer la fonction > Ecrire la vôtre > Choisissez'Module à associer comme'Factures'.

Type a name for the function and click'Freeflow scripting'. Please copy the following codescript. Type the name as "invoiceId" and the value as "Invoice Id". Review the codescript and click Save.

totDecimal () ; TotalAdjustment = (ifnull(invoiceMap.get("Adjustment"), "0.0")) toDecimal() ; TotalDiscount = (ifnull(invoiceMap.get((("Discount"))), "0. "1 "1")). toDecimal() ; -productList = productionDet. toJSONList ; -BalancePrice = 0,0 ; prix = 0,0 ; valeur = 0,0 ; bdlist òn = liste ; eachProdDet = aprodProd. toMap( ) ; Rabatt = (ifnull(eachProdDet.get((((("Discount")))), "0.0")). toDecimal() ; total= ( (ifnull(eachProdDet.get("Total"), "0.0")) as well as null(anyProdDet()) the productId = ifnull(anyProdDet. get ("Product ID"),"""); perDetails = zoho.crm. getRecordById("Products", productId. toLong()); Tax Value = ifnull(perDetails. get("Taxes"),"""); Value = 12.

add (mp) ; sumPrice of ( (sumPrice + Preis. toDecimal())) ; GrandPrice = (sumPrice - TotalDiscount + TotalAdjustment + TotalTax) ; parameter ap = map() ; parameter ap. put("Produits", liste pdl) ; paramap. 1. put("Sub Total ", sumPrice) ; put ("Grand Total", grandPrice) ; putResp = zoho.crm. updateRecord("Invoices", invoiceIdStr, paramap) ; Konvertiert Leads in Datensätze en anderen Modulen. Functional description: Link this feature to an appropriate work flow policy to automate the conversion of lead to accounts, contacts, and more.

Select Sie auf Setup > Automation > Actions > Fonctions > Fonctions > Fonctions > Fonctions > +Fonction de configuration > Ecrire votre propre > Choisissez'Module à associer comme'Leads'. Type a name for the function and click'Freeflow scripting'. Please copy the following codescript. Type the name as "leadId" and the value as "Lead Id".

When you click Specify User-Defined Value, type the CRM authenticator in the field. Review the codescript and click Saving. In case you do not want to remove the leads after conversion, please annotate the last line of the scripts.

put("Pays Billing ", ifnull( (leadDetails. get("Pays"),"""))) ; AcccountMap. put("Description", ifnull(leadDetails. get("Description"),"""))) ; AccountMap. get("État"),""""))) ; AcccountMap. put("Rue Billing", ifnull(leadDetails). get ("Street"),"""")) ; AcccountMap. put("Billing Code ", ifnull( "leadDetails. get("PLZ"),""") ; AcccountMap. get("Id") ; ContactMap=map( "Map() ; ContactMap and put | Vomname", ifnull(leadDetails. Get(" ip} ip")) get ("Vorname"),""""))) ; ContactMap. put("Nachname", ifnull(leadDetails. get ("Nachname"),""")) ; ContactMap. put("Mailing City", ifnull(leadDetails. get("Stadt",""")"))) ; ContactMap. put("Mailing Country", ifnull(leadDetails. Get get ("Vorname"),""""))) ; Mailing get ("Vorname"),""""))) ; ContactMap. put (" Pays d'expédition ". get ("Land"),"""")) ; ContactMap. put("Mailing State", ifnull(leadDetails. get("State"),""")) ; ContactMap. put("Mailing Street", ifnull(leadDetails. get("Street","))) get ("Land"),"""")) ; ContactMap. put get ("Land"),"""")) ; ContactMap. put"".

put ("Mailing Zip", ifnull( leadDetails. get("Postcode"),""")); ContactMap. put ("Description", ifnull( leadDetails. get("Description"),""))); ContactMap. put("Fax", ifnull(leadDetails. Get ("Description"),""))); ContactMap. put("Fax", ifnull(leadDetails. Browse to get a list of all the details. get ("Secondary Email"),""")); ContactMap. put("Skype ID", ifnull(leadDetails. get ("Skype ID"),"""")); ContactMap. put("Twitter", ifnull(leadDetails. get("Twitter"),""""")); ContactMap. get ("Skype ID", ifnull( leadDetails. get("Skype ID"),"""")); ContactMap.

put("ACCOUNTID", newaccountId) ; ContactCreate = zoho.crm. create("Contacts", ContactMap) ; newcontactId = ContactCreate. get("Id") ; PotentialMap = map() ; PotentialMap. put("Postcode", ifnull(leadDetails. get("Postcode"),"""))); PotentialMap. put("Description", ifnull(leadDetails. get("Description"),""))); PotentialMap. byte. Functional description: Assign a corresponding work flow policy to this feature to automate the creation of contact from user-defined moduls. Select Sie auf Setup > Automation > Actions > Fonctions > Fonctions > Fonctions > Fonctions > +Fonction de configuration > Ecrire votre propre > Choisissez'Module à associer comme'Module personnalisé'.

Type a name for the function and click'Free flow scripting'. Please copy the following codescript. Type the name as "customId" and the value as "CustomModule Id". Review the codescript and click Save. Scripts:: GetRecordById ("CustomModule1", input. customId) ; ContactMap=map( ) ; ContactMap. put("Vorname", ifnull(CustomModuleDetails. Here=ModuleDeCommentModule).

get ("Vorname"),"""")) ; ContactMap. put("Nachname", ifnull(CustomModuleDetails. get("Nachname"),""") ; ContactMap. put("E-Mail", ifnull(CustomModuleDetails.get("E-Mail")")) ; ContactMap. put ("Datum", ifnull( "Datum", ifnull( "CustomModuleDetails. get("Datum"),"""))) ; ContactMap. put("Geburtsdatum", ifnull( "CustomModuleDetails. get("Geburtsdatum")"),") ContactMap. put("Mailing street ", ifnull(CustomModuleDetails. Get",") get ("Mailing Street"),""")) ; ContactMap. put("Mailing City", ifnull(CustomModuleDetails. get ("Mailing City"),""")) ; ContactMap. put("Mailing State", ifnull(CustomModuleDetails. get("Mailing State"),"")) ; ContactMap. put ("Mailing Zip", ifnull(CustomModuleDetails. get ("Mailing Zip"),"")))) ; ContactMap. put("Phone", ifnull(CustomModuleDetails. get("Phone"),"") in) ; ContactMap. put("SMOWNERID", ifnull(CustomModuleDetails. Get put ("Mailing Zip", only get put ("Mailing Zip", ifnull(CustomModuleDetails. Get put ("Mailing Zip", only get put ("Mailing Zip", ifnull(CustomModuleDetails put ("Mailing Zip", only put ("Mailing Zip", ifnull(CustomModuleDetails put ("Mailing Zip", only")))) °")

get ("SMOWNERID"),""""")); ContactMap. put("Company Name", ifnull(CustomModuleDetails. get("Company Name" ),""""))); ContactMap. put("Industry Type", ifnull(CustomModuleDetails. get("Industry Type"),""""))); ContactCreate=zoho. crm. create("Contacts", ContactMap); Creating a custom module from a custom module. Functional description: Leave the feature to do that for you. Assign this feature under the appropriate mapping rules to automate the creation of a custom module with the data sets of another custom module.

Select Sie auf Setup > Automation > Actions > Fonctions > Fonctions > Fonctions > Fonctions > +Fonction de configuration > Ecrire votre propre > Choisissez'Module à associer comme'Module personnalisé'. Type a name for the function and click'Freeflow scripting'. Please copy the following codescript. Type the name as "CustommoduleId" and the value as "CustomModule Id".

Review the codescript and click Save. Scripts:: Functional description: It is one of the most important and useful features available as it facilitates the life of innumerable spies. Assign this feature to a corresponding work flow schema to automate the creation of follow-up actions for the sales activity set. Select Sie auf Setup > Automation > Actions > Fonctions > Fonctions > Fonctions > Fonctions > +Configurer la fonction > Ecrire la vôtre > Choisissez'Module à associer comme'Contacts'.

Type a name for the function and click'Free flow scripting'. Please copy the following codescript. Type the name as "contactId" and the value as "Contact Id". Review the codescript and click Save.

get ("RELATEDTOID"),""")) ; evenMap. put("SEMODULE", ifnull( "Event. get("SEMODULE"),""")) ; createEvent= zoho.crm. create("Events", eventMap) ; callDetails= zoho. Functional description: The definition of this option allows you to automate the generation of invoice for POs. Link this feature to a corresponding work flow rules to automate invoice creation. Select Sie auf Setup > Automation > Actions > Fonctions > Fonctions > Fonctions > +Configurer la fonction > Ecrire la vôtre > Choisissez'Module à associer comme'Bon de commande'.

Type a name for the function and click'Free Flow Scripting'. Please copy the following codescript. Type the name as "poId" and the value as "Purchase Order Id". Review the codescript and click Save. GetRecordById ("PurchaseOrders", input.poId. toLong( )) ; productionDet = ifnull( "produit"),""") ; productionList = productionDet. toJSONList() ; ndlist |pdlist( ) = Schedule = List() ; chaqueProdDet | chaque Prodd.

toMap( ); aDesc = ifnull( eachProdDet. get ("product description"),"""); Qty = ifnull( eachProdDet. get("Qty"), "0"); aPrice = (ifnull(eachProdDet. get("list price"), "0.0"))). toDecimal(); netTotal = (ifnull(eachProdDet. get("Net Total"), "0. 0")). toDecimal(); line discount = (ifnull(eachProdDet.get((((("discount"))), "0.0"))). forDecimal( ) ; totally = (ifnull(eachProdDet.get("Total"), "0.0")). toDecimal() ; productId = ifnull(eachProdDet. get("Product Id" ),"), "] Lineax = (ifnull(eachProdDet. get("Tax"),""")). mp = map() ; mp = map() ; mp. put("Product Id", productId) ; mp. put("Quantity", Quantity) ; mp. put("ListPrice", listPrice) ; mp. put ((("Discount"), linienrabatt) ; mp. put ("Total", Total) ; mp.

get ("Subject"),""""")); paraamap. put("CONTACTID", ifnull( respMap. get("CONTACTID"),"""")); paraamap. put("General Terms and Conditions", ifnull(respMap. get("General Terms and Conditions"),"""")); paraamap. put("Description", ifnull( respMap. get("Description"),""")); put("Tax", (ifnull(respMap.get("Tax"), "0.0")). toDecimal()); put("Adjustment", (ifnull(respMap. get ("Adjustment"), "0.0")). toDecimal()) ; paraamap. put((((("Discount")), (ifnull(respMap.get((("Discount"))), "0.0")). tDecimal ()) ; paramap. put("Sub Total",[ifnull(respMap. Discount((")] °)

Select Sie auf Setup > Automation > Actions > Fonctions > Fonctions > Fonctions > Fonctions > +Configurer la fonction > Ecrire la vôtre > Choisissez'Module à associer comme'Contacts'.

Type a name for the function and click'Freeflow scripting'. Please copy the following codescript. Type the name as "contactId" and the value as "Contact Id". Review the codescript and click Save.

Functional description: Normally, this feature is used after a transaction has been approved. Assign this feature to the appropriate work flow rules to automate the creation of purchase order data sets from the Customer Order component. Select Sie auf Setup > Automation > Actions > Fonctions > Fonctions > Fonctions > Fonctions > +Fonction de configuration > Ecrire la vôtre > Choisissez'Module à associer comme'Commande client'.

Type a name for the function and click'Freeflow scripting'. Please copy the following codescript. Type the name as "soId" and the value as "Sales Order ID". Review the codescript and click Save. getRecordById ("SalesOrders", input.soId. toLong()) ; productionDet = ifnull( "produit"),""") ; productionList = productionDet. toJSONList ; ndlist = list pd ; chaque Prodet = chaque Produit àMap ; productionDesc = si pull(chaqueProdDet.), et

get ("Product Description"),""""); Amount = ifnull( "eachProdDet. get("Quantity"), "0"); lisPrice = (ifnull(eachProdDet. get("List Price"), and "0.0")). toDecimal(); netTotal = (ifnull(eachProdDet. get ("Net Total"), "0.0")). toDecimal(); line discount = (ifnull(eachProdDet.get((("Discount")), "0.0")). toDecimal(); totally = (ifnull(eachProdDet.get("Total"), "0. "mp = map() ; mp. put() ; mp. product Id = ifnull(chaqueProdDet. get ("Product Id"),""") ; productId = ifnull (chaqueProdDet. get("Tax",""")) toDecimal() , mp = map() , pm. mis("ProductId", ") mp. put ("Quantity", quantity); mp. put("List prices", list prices); mp. put((((("Discount"), line discounts); mp. put(("Total", total); mp. put("Tax", line tax); mp.

put("Net Totals ", netTotal); pin list. add(mp); parameter = map(); parameter. put("Products", pin list); parameter. put("Subject", ifnull(respMap. get ("Subject"),"""))); parameter. put("CONTACTID", ifnull(respMap. get("CONTACTID"),""))); parameter. get("CONTACTID","")); parameter. put("General Terms and Conditions", ifnull( respMap. get("General Terms and Conditions"),""))); put ("Description", ifnull(respMap. get("Description"),""))); put ("Tax", (ifnull(respMap.get("Tax"), "0.0")). toDecimal()); paramap. put ("Description", ifnull(respMap. get("Description"),")). put ("Tax", (ifnull(respMap.get("Tax"), "0.0"))). toDecimal()); paramap. get("Description"). put("Adjustment", ifnull( (ifnull(respMap.get("Adjustment"), "0.0"). toDecimal()) ; put (((("Discount"), ifnull(respMap.get((("Discount"), "0.0"))] put ("ifnull(respMap.get(), "0.0")) ; parameter("Sub Total", (ifnull(respMap. get("Sub Total", and 0.0")) )/décimal (") ^Décimimal (") ; put("Sub/temap. forDecimal( )); paraamap. put("Grand Total", (ifnull(respMap. get ("Grand Total"), "0.0")). toDecimal( )); createResp=zoho. crm. create("PurchaseOrders", paraamap); update all associated contacts when updating a value in accounts.

Functional description: This feature allows you to refresh all related cells of a specific data set when it is refreshed in the Account modules. Assign this feature to an appropriate work flow schema to refresh all associated contacts boxesutomatically. Select Sie auf Setup > Automation > Actions > Fonctions > Fonctions > Fonctions > Fonctions > +Configurer la fonction > Ecrire la vôtre > Choisissez'Module à associer comme'Comptes'.

Type a name for the function and click'Free flow scripting'. Please copy the following codescript. Type the name as "acctId" and the value as "Account Id". Type the value as "Account Type". Review the codescript and click Save. Scripts: accountIdStr = input.accountId. toString(); related contacts = zoho.crm. getRelatedRecords("Contacts", ("Accounts"), accountIdStr); related contacts; inf os; contactId=ifnull( ele.); accountIdStr ); related contacts; touchId = ifnull(ele.)