Blog tagged as zoho crm

In this tutorial we are going to create a button that will trigger a function after we select some records. You can trigger any function you want, but for this example we are going to keep things simple. The button will trigger a function that updates a field.

1. In the set up page, click on "funct...

In this tutorial we are going to create a function that will count the related record of a record, and will add the total count to a field that you can use to filter your records or trigger other automations. For this example, we will count how many Deals are related to a Contact, but you can replac...

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...