Blog by Andy

In this tutorial we are going to create a workflow that will assign a task to a user that is not the record owner. In the example we will work on the Opportunities module (deals), and will create a function that is going to create and assign a task to the user that is selected in the Sales Support f...

In this tutorial we are going to set up a workflow and a function that will create a project in Zoho Project, after a deal was modified in Zoho CRM. When a user makes specific changes in Zoho CRM, like updating the deal stage, this will trigger a workflow that will call a function, and this function...

1. First, create a generic account that can be used for multiple projects (ie: Won Deals)
2. Open the account you just created and copy the account ID (ie: 44341800000037248888)
3. In CRM, go to settings, developer space, functions, and add a new function
4. Name the function (ie: Update_account_in_deal), and...

This tutorial will show you how to use Zoho CRM to find Zoho Project's APIs names, for system fields and custom fields. This has been tested using Zoho One, and Zoho CRM+.

1. In CRM, go to developer space and the to connections
2. Click on Add new connection, and select ZohoOAuth
3. Connection name: relateproje...