We are going to create a workflow that will trigger a function that creates a set of subfolders inside a Team folder in Zoho WorkDrive. You can use the function to create folders or subfolders in your personal folder as well. This is continuation of the previous tutorial called "Function: Create a WorkDrive Team Folder and Attach it to the CRM Record".

• We are going to create normal folders. If you want to create a Team Folder, check out this tutorial: https://www.blungo.com/blogs/post/function-create-a-workdrive-team-folder-and-attach-it-to-the-crm-record.
• This tutorial is Part 2 of the WorkDrive folder creation series. The code will work as long as you already have a WorkDrive Team Folder attached to the Deal. You can modify the code as needed if you are not going to use a Team Folder. The code below includes some examples of different ways to get the folder ID. 
  
• You have to have full access to Zoho CRM and WorkDrive.

1. In the CRM, go to the Setup.
2. Under "developer space", click on "connections".
3. Click on "create connection".
4. The service is "Zoho OAuth".
5. Name the connection. We are going to use "crm_workdrive".
6. Add the scopes. Use the magnifier to easily find the scopes.
1. List of scopes: ZohoCRM.modules.ALL, zohosearch.securesearch.READ, WorkDrive.team.ALL, WorkDrive.workspace.ALL, WorkDrive.files.ALL, WorkDrive.organization.READ, WorkDrive.members.READ, WorkDrive.members.CREATE, WorkDrive.members.UPDATE, WorkDrive.members.DELETE, WorkDrive.teamfolders.CREATE, WorkDrive.teamfolders.READ, WorkDrive.teamfolders.UPDATE, WorkDrive.teamfolders.DELETE, WorkDrive.teamfolders.sharing.CREATE, WorkDrive.teamfolders.sharing.READ, WorkDrive.teamfolders.sharing.UPDATE, WorkDrive.teamfolders.sharing.DELETE, WorkDrive.teamfolders.admin.READ, WorkDrive.groups.CREATE, WorkDrive.groups.READ, WorkDrive.groups.UPDATE, WorkDrive.groups.DELETE, WorkDrive.DataTemplates.CREATE, WorkDrive.DataTemplates.DELETE, WorkDrive.DataTemplates.UPDATE, WorkDrive.links.ALL, WorkDrive.users.READ
7. Click on "create and connect".
8. Click on "connect" and allow any permissions you are requested.

1. In the Zoho CRM settings, go to "Functions" under "Developer Space".
2. Create a new function: Add a name and select "Automation" as the category.
3. Copy the function located below and paste it in the text editor in Zoho CRM.
4. Edit the arguments: add "deal_id" as a string.
   
5. Generate your folder structure:
1. Rename the folders,
2. Add more folders,
3. Create subfolders if needed.
6. Test the function with a Deal that has a WorkDrive Team Folder attached.
7. Save the function.

We are going to create a workflow that will trigger a function that creates a Team folder in Zoho WorkDrive, and the folder will be attached to the attachments section in the CRM record. We are going to create a connection, then work on the function, and finally create the workflow.

• We are going to create a Team Folder. If you want to create a normal folder, check out the next tutorial.
• You have to have full access to Zoho CRM and WorkDrive.
• We are going to use the Deals module, but this works with any module, as long as the attachments section is enabled.

1. In the CRM, go to the Setup.
2. Under "developer space", click on "connections".
3. Click on "create connection".
4. The service is "Zoho OAuth".
5. Name the connection. We are going to use "crm_workdrive".
6. Add the scopes. Use the magnifier to easily find the scopes.
1. List of scopes: ZohoCRM.modules.ALL, zohosearch.securesearch.READ, WorkDrive.team.ALL, WorkDrive.workspace.ALL, WorkDrive.files.ALL, WorkDrive.organization.READ, WorkDrive.members.READ, WorkDrive.members.CREATE, WorkDrive.members.UPDATE, WorkDrive.members.DELETE, WorkDrive.teamfolders.CREATE, WorkDrive.teamfolders.READ, WorkDrive.teamfolders.UPDATE, WorkDrive.teamfolders.DELETE, WorkDrive.teamfolders.sharing.CREATE, WorkDrive.teamfolders.sharing.READ, WorkDrive.teamfolders.sharing.UPDATE, WorkDrive.teamfolders.sharing.DELETE, WorkDrive.teamfolders.admin.READ, WorkDrive.groups.CREATE, WorkDrive.groups.READ, WorkDrive.groups.UPDATE, WorkDrive.groups.DELETE, WorkDrive.DataTemplates.CREATE, WorkDrive.DataTemplates.DELETE, WorkDrive.DataTemplates.UPDATE, WorkDrive.links.ALL, WorkDrive.users.READ
7. Click on "create and connect".
8. Click on "connect" and allow any permissions you are requested.

1. In the Zoho CRM settings, go to "Functions" under "Developer Space".
2. Create a new function: Add a name and select "Automation" as the category.
3. Copy the function located below and paste it in the text editor in Zoho CRM.
4. Edit the arguments: add "deal_id" as a string.
   
5. Get the parent folder ID from Zoho WorkDrive (on the URL).
1. Replace "yourparentfolderid" with the id from the URL.
6. Make changes to the createTeamFolder function's parameters if needed:
1. Add a description or leave it empty ("").
2. Select if it's a public folder ("true") or private folder ("false").
3. Make sure the connection name matches the connection you created in the previous step.
7. Test the function with any deal.
8. Save the function.

In this tutorial you are going to code a Deluge function that will create a related record in Zoho CRM. Then, we are going to add the function to a workflow, so it creates the record automatically. For this example, we are going to use the Deals module, that will trigger the automation, and a Custom module called Jobs, where the related record is going to be created. Both records are going to be linked.

• The modules you want to use have to be already built. If you want to learn how to create a custom module, here's a tutorial: https://youtu.be/B-b_5qg1FpI
• The child module must already contain the fields to receive information from the main module.
  

1. In the Zoho CRM settings, go to "Modules and Fields", and open the "child" module that you are going to link to the main module. In this case, we are going to open the Jobs module, that will be linked to the Deals module.
2. Open the layout where you are going to add the lookup field.
3. Drag and drop the lookup field to the layout.
4. Configure the lookup field:
1. Name the field.
2. Select the lookup module. In our case, it it's the Deals module.
3. Name the related list. This is going to be displayed on the main module. We are going to call it "Jobs".
5. Click on "Done".
6. Save the layout and close it.

1. In the Zoho CRM settings, go to "Functions" under "Developer Space".
2. Create a new function: Add a name and select "Automation" as the category.
3. Copy the function located below and paste it in the text editor in Zoho CRM.
4. Edit the arguments: add "deal_id" as a string.
   
5. Get the Deal variables to pass to the Job:
1. Find the API Names in the CRM settings.
6. Map the variables using the Job module API Names.
1. Make sure to include the "deal_id", so the records link to each other.
7. Test the function.
8. Save the function.

In this article you are going to find a series of tips that will help you with setting up subdomains for Zoho apps. Watch the video for the full tutorial.

• On the example we are using Zoho Bookings, but the process is very similar on other Zoho Apps.
• Some Zoho Apps require you to add a verification subdomain to your DNS, besides the actual subdomain you want to use. So, you will be adding 2 records.
• After you add the DNS records, you might have to wait up to 48 hours until they are ready.
• Once you are able to verify the domain, you have to wait until Zoho installs an SSL Certificate to ensure encryption.
• You can use subdomains on these Zoho Apps: Bookings, LandingPage, Desk (Knowledge Database), Recruit (Portals) , Projects, Books, Cliq, Forms, Meetings, Workdrive, Sites, Connect, People, and a lot more.

In this tutorial we are going to show you how two different ways to find the Linking Module API fields, and we are going to review an example of how to search for records in a Multi-Select Look Up field.

When you create a Multi-Select Look Up fields (MSLU), a new module called "Linking Module" is created. This module holds some basic information about how the two records are related. The Linking Module has it's own API name, so if you want to use it in a function, you have to know the API name. There are 2 ways you can get the API Name: searching in the CRM settings, or using a custom function.

In this tutorial we are going to go over how to create a bot that uses the ChatGPT API to respond to our questions. Once the bot is ready, we are going to add it to a channel. You will be able to use the bot directly or through the channel. We are going to use the ChatGPT-3 API, that is not the latest version. The ChatGPT-4 API is not available at the time of creating this tutorial. Once the newer API version is available, we will edit this article.

If you would like to learn how to create a Slash Command to ask questions to ChatGPT, check out this link.

• An OpenAI account.

1. In Zoho Cliq, click on your profile picture, and go to "Bots & Tools".
2. On the Bots tab, click on the "Create Bot" button
   
3. Name the Bot: for this example we are going to name it "ChatGPT"
4. Choose the access level: we are going to choose "organization", so anyone in our organization can use this bot
5. Under Channel Participation, select "Allow users to add this bot to any channel". Also check "Send messages", "Listen to Messages" and "auto-follow threads". This is important because we are going to add the bot to a channel later on.
   
6. Optional: add a bot image
7. Click on "Save Bot"

1. On the "Bots" tab, hover over the bot and click on "Edit Handlers"
   
2. Now click on "Edit Code" below "Message Handler"
3. Copy the code below.
4. Paste the code in the code box.
5. In OpenAI account, go to the settings and click on the "API Keys" tab (or use this link).
   
6. Generate a new secret key and copy it.
7. Back in Zoho Cliq, replace the key "XXXXXXXXXXXX" with the one you generated.
   
8. Cliq on Save.

1. Add the bot to the channel, as you would add a user to the channel.
2. Now go to "Bots & Tools".
3. On the "Bots" tab, hover over the ChatGPT Bot and click on "Edit Handlers".
   
4. Now click on "Edit Code" below "Participation Handler".
5. Copy the code below.
6. Paste the code in the code box.
7. Save the changes.
8. Go back to the "Message Handler" code, and copy the ChatGTP API Key.
9. Back in the "Participation Handler", replace the key "XXXXXXXXXXXX" with the one you copied.
   
10. Save the changes again.

In this tutorial we are going to go over how to create a slash command in Zoho Cliq, so you can ask questions to ChatGPT directly in Cliq. Once you get the answer, you will be able to post them on any chat or channel. We are going to use the ChatGPT-3 API, that is not the latest version. The ChatGPT-4 API is not available at the time of creating this tutorial. Once the newer API version is available, we will edit this article.

• An OpenAI account.

1. In Zoho Cliq, click on your profile picture, and go to "Bots & Tools".
2. On the left, click on "Commands"
3. Click on the "Create Command" button
4. Name the command: for this example we are going to name it "chatgpt"
5. Add a Hint: for example, ChatGPT answers your questions.
6. Choose the access level: we are going to choose "organization"
7. Optional: add an image
8. Click on "Save & Edit Code"

1. Delete the code that is already there.
   
2. Copy the code below.
3. Paste the code in the "Execution Handler" tab.
4. In OpenAI account, go to the settings and click on the "API Keys" tab (or use this link).
   
5. Generate a new secret key and copy it.
6. Back in Zoho Cliq, replace the key "XXXXXXXXXXXX" with the one you generated.
   
7. Cliq on Save.

1. Open a chat or channel in Zoho Cliq
2. Tipe /chatgpt and press Enter
3. The first time you use the Command, you will have to allow the Command to access certain information. Click on "Proceed to Allow".
4. Type a prompt. For example, "what is Zoho Cliq?".
5. Press enter to send the message.
6. The Command responded to you. The message is visible to you only.
7. Use one of the options for the message: post it on the chat, forward it to other chats or channels, or close it. If you don't choose any of the options, when you close the chat, the message will be closed automatically.