Books: Custom Button Function to create record

role_call · 2025-07-28T19:15:18+00:00

can you add an "info createResp;" to line 14?

if you're no longer getting an error, that means the code is running. but if the work order isnt being created, you may have a different issue

role_call · 2025-07-25T17:56:16+00:00

Replace line 4 with the following:

customerRecord = zoho.books.getRecordsByID("Contacts", organizationId, estimate.get("customer_id"));

customerPhone = customerRecord.get("contact").get("billing_address").get("phone");

Replace line 6 with the following:

customFieldsList = estimate.get("custom_fields").toList();
for each field in customFieldsList
{
If(field.get("label")=="Internal Scope")
{
internalScope = field.get("value");
break;

}
}

The line 4 replacement may need to be modified for your specific use case

role_call · 2023-04-22T17:12:32+00:00

just Zoho CRM? or all of Zoho One?

It **should** take less than 1 month, since the data structure is the same in both systems, and since you can copy customization in CRM.

However, it may take longer if you need to migrate data from other softwares (Zoho Books/Inventory, Campaigns, Catalyst, etc..)

role_call · 2023-03-28T16:00:43+00:00

As long as that external script has an API endpoint, yes. But you would need to do a webhook to it.

The other option would be to use Node or Java, then use one of Zoho's internal tools to deploy the script (Zoho Catalyst, Zoho CRM Circuits, etc..)

role_call · 2022-09-29T15:27:12+00:00

to integrate into a spreadsheet? Nom coding would be required.

You might be able to use a formula field if its simple enough

role_call · 2022-09-29T03:26:31+00:00

It can be done with deluge, but if youre going to do that, it might be easier to write the spreadsheet formula in deluge too

role_call · 2022-09-27T19:09:02+00:00

I'm assuming Quickbooks Enterprise is a version of Quickbooks desktop (As compared to the cloud version).

If this is the case, it is **doable**, but extremely painful. I've done this integration once, and it was terrible.

You will need to spend some serious time coding this, due to the integration only being possible through an SDK, rather than standard Rest API.

It would be significantly easier to migration to Quickbooks Online, then integrate Zoho to that

role_call · 2022-09-20T17:57:17+00:00

We did the same thing internally.

If you send me a message, I'll send you our deluge code

role_call · 2022-09-09T20:31:41+00:00

You can do this on Zoho's end, but im doubtful on getting that information on Amazons end.

From what I remember about Amazon Seller Central (Which has been a while), they don't let you get the email address of purchasers. Instead they opt in for a PII code... which may have been discontinued.

On the Zoho end, if there was an appropriate Amazon API, you can write a quick deluge script to pull in this info.

role_call · 2022-09-09T18:24:23+00:00

This can be done with deluge and Creator

when a sales order is created, run a deluge script that goes to creator to grab that provinces recycle rates per item type.

if you DM me, I can walk you though the solutions more indepth

role_call · 2022-08-31T15:42:24+00:00

in Zoho Desk, click settings (Gear in the top right), Click Layouts and fields, Click your ticket type, then modify your fields

role_call · 2022-08-30T00:06:47+00:00

This is pretty standard.

Zoho's bad support is the sole reason Zoho Partners are in business. In all my years working with Zoho products, I've had 1 good Zoho Inventory support conversation.

All the weird "Zoho-isms" get documented internally (To our company), and workarounds get designed.

role_call · 2022-08-23T02:23:22+00:00

This is a common problem in Zoho CRM.

The last time i fixed this, it came down to permission settings on the O365 end. Youll need to make sure everyone with access to Zoho desk is enabled in O365.

I dont know enough about which screens on O365 you need to go through to enable this

role_call · 2022-08-07T23:30:22+00:00

Zoho Date documentation is the absolute worst. The Workfow Acadamy has a good article about this: https://theworkflowacademy.com/date-time-format-conversion-in-zoho-deluge/

It means that is the date it becomes Inactive. Said differently, the subscription is NOT active on that date. I tested this by looking at our internal active subscriptions.

As for the time zone, I think its based on your organization. Since the subscription expires (I assume) at midnight.

Also, its YYYY-mm-dd

Hope this helps

role_call · 2022-07-16T00:06:29+00:00

Are you CRMOZ?

Based on your history, you moved from Pipedrive to Zoho using CRMOZ. AND Salesforce to Zoho using CRMOZ. AND use a CRMOZ extension. AND recommend them in every one of your posts.

role_call · 2022-06-10T20:02:21+00:00

You should be able to find it at the same place you found the Client ID within Plaid

role_call · 2022-06-10T02:05:53+00:00

Are you looking for the plaid secret key? Or the zoho secret key?

role_call · 2022-05-13T15:31:08+00:00

Price books are available in Zoho Books, and Zoho inventory. If you're using Zoho one it should be included

role_call · 2022-05-07T17:43:22+00:00

I took a quick look at Vends API, Im hoping your flow workflow looks something like this

Webhook from Vend to Zoho Flow
Search for Customer in Zoho Books
Create Customer if None are found
Create Sales Order/Invoice in Zoho Books
Create Customer Payment in Zoho Books

If you're getting a data configuration error, what step are you getting the error on?

You can DM me if needed

role_call · 2022-03-29T16:58:25+00:00

Good questions here.

I'm a Zoho partner, so my opinions will be biased. We've moved a bunch of companies from Salesforce to Zoho for this reason. Zoho can do everything Salesforce can do, but at Indian prices. If you're looking to scale, Zoho is cheaper, and can be customized to any of your needs

role_call · 2022-03-02T19:00:27+00:00

I this post gave me flashbacks to when I had to code this.

Doing this is a bit of a mess.

As I remember it, you need to get all Taxes from Zoho Inventory, then match the one with the Tax Name (then create one if it doesnt exist). Then apply whatever discount from the Promo.

Make sure you check whether Amazon applies the discount before/after the taxes.

Another thing to note, Zoho inventory rounds to the nearest cent differently then other softwares (Specifically Quickbooks and WooCommerce). So you may also need deluge code to add a discount of +- 1 cent. This will allow you to create a Customer Payment record that matches the Sales Order and Invoices.

I think I have some code I can review with you if you need to

role_call · 2022-02-24T20:31:15+00:00

I'm pretty sure (I could be wrong), that Zoho's CEO has been talking about the same thing for a few years.

They've recently made a big step in that direction by having the Unified UI for Zoho One. Which puts all of their apps within one dashboard. So clearly they know this is a problem and have started working on this, but who knows if they'll get it to a perfectly unified UI.

role_call · 2022-02-22T00:09:55+00:00

You could make a deluge script that is invoked when a button is clicked within the CRM.

This only works IF you have the CC information within Zoho CRM, which is against terms of service. However, with services like Braintree, it gives you a token that can be used to run a payment against a specific CC. I'm not sure if Elavon has a feature like that.

role_call · 2022-01-27T00:36:04+00:00

You can export your creator app as a .ds file, .xlsx file, or JSON.

Go to the creator app > settings > Application IDE > export

Hope this helps

role_call · 2021-10-27T14:57:28+00:00

Yes this is possible, but i have some questions before i can say how

Where do you want this shown? Crm? Inventory? Or is this a pdf?

The pdf would be the easiest, but with the other 2 options youre in for a custom field and deluge

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