Blog tagged as Integrations

Send Secure Transactional Emails via API from Zoho ZeptoMail

09/05/2024 01:22 PM - By Jesus Sosa - Comment(s)
remision_url = "https://www.zohoapis.com/books/v3/invoices/"+invoice_ID+"?accept=pdf&organization_id="+Org_ID;

download_file = invokeurl

[

url :remision_url

type :GET

connection:"books_all"

];

encryptedFile = zoho.encryption.base64Encode(download_file);

// Create the "...

Creator Page Auto Refresh and sends and received data internally or externally with RealTime Updates

08/21/2024 12:49 PM - By Jesus Sosa - Comment(s)

Steps to Simply Auto Refresh a Page:

  1. Use the following meta tag in the <head> section of your html page snippet in Creator where your Forms, Reports, Views, Dashboards, and anything is located:
    <meta http-equiv="refresh" content="5" > 
  2. Apply the following configurations:
    • ...

Creating Invoices from CRM Deals module

01/17/2024 12:16 PM - By Jesus Sosa - Comment(s)

deal = zoho.crm.getRecordById("Deals",dealid);

accountlookup = deal.get("Account_Name");
crm_accountid = accountlookup.get("id");
crm_accountname = accountlookup.get("name");
books_organizationid = "XXXXXXXX";
books_contactcriteria = {"contact_name...

Automatically create a project when deal is won (Zoho Projects and CRM)

11/30/2023 03:31 PM - By Jesus Sosa - Comment(s)

Pre-requisites

1.  The deals layout has to be ready, with all fields matching the ones in Zoho Projects. 

2.  The project layout has to be ready as well, matching Zoho CRM fields. 

3.  A template in Zoho Projects has to be created. 

 

Part 1: Adding a new connectio...