For this tutorial in video form, click here Most of the time when you’re writing code in Deluge Script, you’re not going to be doing something like this: Something like this is useful when you’re doing exercises. But when you’re writing real code, you’re going to get your data from elsewhere. For example, maybe you […]
For this tutorial in video form, click here In this article, we’ll be going over reminders to follow up with leads. Let’s say you have a certain policy that you want to proactively follow up with all of your accounts every 60 days. How would you achieve that? What if you wanted it to be […]
For this tutorial in video form, click here In this article, we’ll show you how to update records in Zoho Creator. It’s substantially easier than in Zoho CRM. The Process First, fetch the record that you want to update. Here, we’ve fetched customer_obj from Customer_Details and found a relevant staff member in the Appointment Verification […]
In this post, I’m going to go over how to use Deluge script with subforms and Zoho Creator. The scenario I have is I’m building an inventory management system where I need to keep track of the moving of items from warehouses to customer orders. For that reason, I’m going to start by creating a […]
In this post I am going to be answering a question from the forums about doing a mass update using the value of another field. I’ll make up a scenario to make the question more concrete. The issue here is that we’ve got thousands of leads in the CRM that were imported from a […]
For this tutorial in video form, click here Wouldn’t it be great to have Twilio messages sent right to your own phone? In this article, we’ll show you how to set up Twilio to automatically forward messages that are sent to your Twilio number. The Process First, head over to the phone number section of […]
For this tutorial in video form, click here In this article, we’ll show you how to get the list of users from Zoho CRM using a Deluge Script custom function. The Process Open your CRM and head into API v2. Next, head into REST API and then User API. We’re doing this because there’s no […]
In this post I am going to show you how to make a custom related list. In this case, I’m showing the purchase orders in which a particular product is found. The way to do that is to create an XML document that represents the related list. You can find this documentation on the Zoho […]
In this post, I’m going to show you how to use Zoho Analytics to combine data from leads, deals, and sales orders so you can see the relative conversion rate. For example, in this chart we’ve got the leads in yellow, the sales orders in blue, and the deals in green, which gives you a […]
In this post, I’m going to show you how to copy data from a lookup field in one module to another module’s lookup field. In this particular module, there’s a lookup field called Rep Firm. Originally, it wasn’t set up like that. It was set up with a dropdown list, with hard-coded values. We realized […]