For this tutorial in video form, click here Let’s now talk about loops. When we have a list in Deluge, we might want to do something with that list. Example List Here is an example list, but your list could be anything: a list of products, names, or anything related to your business. We can […]
For this tutorial in video form, click here If you read the Zoho CRM API documentation, there’s a lot of API methods that are actually not available through the standard Deluge wrappers. For example “add tags”. If we try typing zoho.crm.tags into Deluge, nothing will come up. However, we can use invokeurl in conjunction with […]
For this tutorial in video form, click here In the first edition of Zoho CRM API, there used to be a hack allowing for search records with multiple criteria . This was done by doing zoho.crm.getRecords with the name of a custom view. In this example, the custom view was called test leads. You actually […]
For this tutorial in video form, click here In this article, we’ll go over inserting records. Let’s head over to the API documentation and click on the “Insert Records” link under Record APIs. Let’s look at the Deluge code: Here, you can see it’s telling us to use bulkCreate. You can certainly use this if […]
For this tutorial in video form, click here In this article, we’ll cover inbound referrals & how to keep track of which opportunities or deals came from a particular referral partner in the CRM. Here, you can see we’re creating a deal: We have the Deals module named “Opportunities” in our CRM. Most of the […]
For this tutorial in video form, click here In this article, we’ll go through some debugging tips when writing custom functions. Oftentimes, you’ll get mysterious errors that will be difficult to understand. Consider this example: When we save & execute, we get this weird error: It’s strange because there’s nothing at line 0. Quite often […]
For this tutorial in video form, click here Let’s go over updating existing records in Zoho CRM. The Process Check out this previous example we had for creating a record: To update an existing record, we use zoho.crm.updateRecord instead: The main difference from createRecord is that we specify the ID of the record we want […]
For this tutorial in video form, click here In this article, we’re going to show you how to use Zoho’s COQL query API, allowing you to more efficiently search for records in your CRM. The Process First, we need to set up a connection. In your CRM, click setup on the top right. In Developer […]
For this tutorial in video form, click here In this article, we’ll show you how to work with the line items in sales orders. Let’s say you wanted a way to be able to generate purchase orders based on the data in a sales order. In a sales order, the data there is kept pretty […]
For this tutorial in video form, click here In this article, we’re going to show you how to make serverless custom functions in Zoho CRM. The Process We’ll start off by clicking setup in our CRM (it’s the tool icon in the top right corner). Then, we’ll go to Developer Space>Functions. What function are we […]