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Assuming secondary is required, the following 3 results were found.

  1. Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

    workflow to attach the files to the Sales Order in Zoho Books, then in your Creator app, do the following for a delayed secondary workflow: Add a single-line field to your Creator record called Zoho Books Sales Order Ref Add a decision box field to your...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *

  2. ZohoCRM & Xero: Function to pull most recent invoiceshttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-invoices.html

    r_CreateContact2 = zoho.crm.createRecord("Contacts",m_CrmContact); if(b_Debug) { info "Creating Secondary Contact: " + r_CreateContact2; } } } } } // // if Xero record is more recently updated than the CRM one, then update the account...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *

  3. ZohoCRM & Xero: Function to pull most recent quoteshttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-quotes.html

    r_CreateContact2 = zoho.crm.createRecord("Contacts",m_CrmContact); if(b_Debug) { info "Creating Secondary Contact: " + r_CreateContact2; } } } } } // // if Xero record is more recently updated than the CRM one, then update the account...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
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