What?
This is an article to apply an automation that when creating an invoice in CRM from a related quote, it maps in the fields.

Why?
The process should be that you go to the CRM quote record and click on "Convert" > then select "Invoice", and it should map the fields over. Great! But what if someone skips the process, in other words, goes to the quote record, and clicks on the plus icon next to "Invoices" in the left sidebar?

This script will map over the core fields, address, and line item. This took me a while to get the right syntax for writing to the invoice line items as well as setting the value of lookup fields so I thought it was worth an article and may help someone else (or even myself) in the future.

At time of print (9th October 2025), for some reason, if you click on the plus icon next to Sales Order (creates a new sales order) on the quote record, the fields auto-map. The client script below does the same for invoice as the quote lookup is a custom field on the invoice.

How?
First, we'll setup a client script specifying what triggers it (on load of the page when creating an invoice) then I'll just put the client script I used to map over all the applicable field values from the quote to the invoice within ZohoCRM.

What?
An article on some Zoho ANSI-SQL (in other words, queries that work in Zoho Analytics) as I couldn't find any examples online on how to do this.

Why?
I've been tasked with generating a radar/spider/web chart based on the results from a survey. Apparently this will be done in Zoho Analytics.

The Brief:

We would like the survey data to be generated as a chart and embedded in a PDF brochure we send out to our customers...

How?
Well fulfilling the brief (whether it's the right tool for the job is a different issue), let us synchronize Zoho Surveys into Zoho Analytics. I found I need to edit the setup of the sync every time a new survey is added... but at least it lets me synchronize every hour.

Then I'll write the SQL queries to get the individual responses into a table with labels and columns that can help me group them (and identify which responses belong to which survey attempts).

Then I'll write the SQL to sum up the responses per page per survey attempt.

Finally, I'll see if analytics can be used to generate the radar chart.

What?
A separate article as a follow-on from my previous article in this series Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pages which may have grown a little but just wanted to record how to receive a Zoho Survey response in a Zoho CRM REST API function.

Why?
As above, didn't want to overload a single article with all the answers of one development but this one may be referred to separately. I want a Zoho Survey when submitted to be parsed by a Zoho CRM REST API function.

How?
First, I'll go through the steps of setting up the Zoho CRM function, we'll convert it to a REST API function which will give us a URL and then we'll configure the Zoho Survey to trigger a webhook when submitted.

What?
Took us a while to find this and perhaps others would have a quicker way but here's the instructions on getting the records from the performance module in Zoho People API.

Why?
Cos it took us a while. The online forums seem to go back over a decade and the documentation seems to have gaps; or simply modules are so custom/bespoke the documentation has started to genericize.

My client has seen the Goals or Objectives report under "Organization Reports" but would like some additional fields/columns added to it. Turns out, it's a system report you can't change. Enter Zoho Analytics... well almost, Analytics will sync with Zoho People but I wasn't able to select the performance modules (Client Review and Placement Tech Survey having been disabled)...

How?
So this might seem obvious but after trying to scan the meta data (snippets at the bottom of this article), the simplest way was right in front of us. We're going to use the interface to find the form where staff have been entering employees goals, then we're going to query it and push it to Zoho Analytics.

What?
There's documentation out there but as this took me a couple of days to simply install a JS widget hosted by Zoho and pass the record ID via a button to it, I'm adding it here in case I need to refer to it in future.

Why?
We have an Accounts module which holds all the companies we deal with in our Zoho CRM. I want our sales team to be able to click on a button off the CRM account record which will call an API returning all the credit information about a company. Unfortunately, if you do this simply using Zoho Deluge in a button, there are no new lines/carriage returns or styling that you can apply, which pops up as a message box to the sales person; but all on one line and not that readable. Using a JS Widget, we can popup a window over the Zoho CRM which displays a more clear HTML & CSS styled message box.

How?
There are links to how to create a widget in detail which I'll link to at the bottom of this page. What follows are the quick steps to create a widget.html file and how to get whatever the Zoho Deluge CRM function returns.

What?
I think I have a similar article on this website but the article below documents the full process to create a button that will map the values/fields from the record into a CRM Mail Merge template and send it off for signing, then return the Signed document attached to the initial record (where the button was).

Why?
If anyone has the envious task of sending a document out for signing by a customer, you will know this takes a while to do:

1. You have to find the contact record in CRM for example
2. Click on "Send for Zoho Sign"
3. Select the template document or upload one
4. Add the fields that you will complete, and the ones that other recipients will complete
5. Send it for your end-user to complete and sign it
6. This comes back to a section called "ZohoSign Documents", download the attachment
7. Go back to the contact record, and upload the file to the attachment...

Some customers say this is unworkable and takes far too long, especially the part of adding the various field placeholders onto the template document; every time.

What if I told you we can code a single button on the record which does all of that for you; with only you needing to approve the document before it gets sent to the end user, and when they finish signing it, it attaches automatically back on to the record?... It is possible. The article below documents it but as this is a fair bit of coding, you may want to ask us to build this solution for you. It can take a few days but it will save your staff a ton of time per week!

What your staff see:
How?
So we're going to create a button. Let's use the example of a credit application you want to send to your customer, and when they complete it, the PDF version gets attached to their contact record... all from one click of a button:

What?
An article for myself really as I couldn't find much online to address the errors I encountered below but also to document the import process of a bunch of files into a ZohoCRM system.

Why?
Our use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective records in CRM. This took me a while as our own documentation is scatty and the online forums weren't too helpful either.

How?
In the example below, we are going to document how to import files associated to CRM Contact records. There's first the preparation of an "Attachments.csv" file that needs the correct values in each column and the "Attachments.zip" containing the files to attach that needs some formatting as well:

What?
This is a very quick article with examples of managing a multi-user or multi-lookup field in CRM using Zoho Deluge.

Why?
Sometimes you might need this when data mapping fields from one module to another, sometimes you need to manage existing multi-lookups/users in a record.

How?
So the key point to remember is that all multi-select lookup and multi-user lookup fields are held in temporary CRM modules called a "LinkingModule" (as opposed to standard modules and custom modules).