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 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 show you how to automatically send text messages from Zoho CRM using SMS Magic. We are going to do it in 2 different ways: sending the message after the stage changes, as well as based on a date/time field.

To be more specific: First, we are going to create a webhook that, when called, will send all the information to SMS Magic. Then, we are going to use the webhook as an action in our workflows. So, when the workflows are triggered, they will call the webhook, and it will send all the information needed to SMS Magic, which will send the text message.

This is part 3 of the SMS Magic - Zoho CRM Integration series, so make sure to check out the other two tutorials where we go over how to configure the SMS Magic extension.

• SMS Magic extension set up in Zoho CRM (https://www.blungo.com/blogs/post/setting-up-the-sms-magic-zoho-crm-integration)
  

1. In Zoho CRM, go to the Setup.
2. The go to Actions > Webhooks > and click on "Configure Webhook".
3. Name the webhook.
4. The method is going to be POST.
5. Go to your SMS Magic account and click on Automation, on the "Get Started" page.
6. Copy the URL to notify.
7. Back in the CRM, paste the URL in the field "URL to notify".
8. Select "deals" as the module
9. Go to the "body" section, and select "form data" as the "type".
10. Under "user defined format", click on "add parameter".
11. The Parameter name is going to be "text".
12. The parameter value is in SMS Magic. Go back to your SMS Magic account.
1. Click on "Generate JSON".
2. The module is going to be Deals.
3. Then, select the Sender ID.
4. Select a phone field that you want to use to send the text message to.
5. On "message body" type the text message (you can use merge fields from the CRM).
6. Now click on "generate JSON".
13. Click on "copy to clipboard".
14. Back in the CRM. And paste the value in the "parameter value" box.
15. Save the webhook.

In this tutorial we are going to go over how to create a button in Zoho CRM that will send text messages to our CRM records using SMS Magic. This is part 2 of the SMS Magic - Zoho CRM Integration series, so make sure to check out the first tutorial where we go over how to configure the SMS Magic extension.

• SMS Magic extension set up in Zoho CRM (https://www.blungo.com/blogs/post/setting-up-the-sms-magic-zoho-crm-integration)
  

1. In Zoho CRM, go to the Setup.
2. Click on "Modules and Fields".
3. Open the Contacts module.
4. Go to the "Links and Buttons" tab.
5. Click on "New Button".
1. Name it "SMS to Phone"
2. Select "View Page" on the "where would you like to place the button?" dropdown.
3. Select "Invoke URL" on the "what action would you like the button to perform?" dropdown.
6. Go to your SMS Magic account, to the "Get Started" page.
7. Click on "Button Configuration".
1. Select the Contacts module.
2. Select the phone field you would like to send the text messages to.
3. Click on the "Generate Send SMS URL" button.
4. Copy the URL that has been generated.
8. Back in the CRM, paste the URL in the URL box.
9. Save the button.
10. Change the button permissions if necessary.

In this tutorial we are going to go over how to setup the SMS Magic extension for Zoho CRM, so you can send text messages to your CRM records. We will also send our first text message. When the contacts respond back to the messages you send, you will receive them in the "Converse Desk" located inside the SMS Magic app. We will add the Converse Desk to Zoho CRM for direct access.

• An SMS Magic account.
• A phone number, also called Sender ID, assigned to your account. If you don't have a Sender ID yet, contact SMS Magic support.

1. In Zoho CRM, go to the Setup.
2. Click on "All" under Marketplace.
3. Search for "SMS Magic" and click on the result.
4. Click on "Install".
5. Follow the wizard to install the extension:
1. Accept the terms and conditions and authorize SMS Magic.
2. Select if you want to install it for admins only, or for all users.
6. Finally, click on "install".

1. Open the module "SMS Sender ID".
2. To add a new record, click on the create button.
3. Go back to your SMS Magic account, and copy the Sender ID (AKA phone number).
4. In the CRM, paste the value in the fields "SMS Sender ID Name" and "SenderID.
5. Save the record.

1. Open the Contacts module in CRM
2. Make sure you are on the list view
3. Select a contact (you can select multiple contacts if you want to send the same text message to all of them)
1. Make sure the contact has a phone number on the phone field
4. Click on the button "Send SMS"
5. The SMS Magic website will open
6. Select the Sender ID
7. Write your message
8. Click on "Send"
9. Finally click on "Send" again

1. In Zoho CRM, go to the Setup
2. Then click on "Modules and Fields"
3. Click on "Web Tabs".
4. Click on "+ New Tab"
5. On the name field, type "Converse Desk"
6. Select "link" as the source
7. Copy the link below and paste it in the source
   Converse Desk Link: https://app.sms-magic.com/app/#/converse-desk?userId=${Users.User Id}&state=${SMSMagic.User Token}
8. Assign the profiles that will have access to the Converse Desk
9. Click on "Save"