Create Retainer on Quote Accept in Zoho Books

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Tue Nov 12 2024 14:40:23 GMT+0000 (Coordinated Universal Time)

Saved by @RehmatAli2024 #deluge

param = Map();
param.put("accept_retainer",true);
param.put("retainer_percentage":"100");
approve_quote = invokeurl
[
  url :"https://www.zohoapis.com/books/v3/estimates/" + quote_id + "/status/accepted?organization_id=" + organization_id
  type :POST
  parameters:param
  connection:"zoho_apps_connection"
];

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@RehmatAli2024

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<variable> = <dateTimeValue>.addMinutes(<numberOfMins>);

Deluge Functions WorkDrive Embed Code

<iframe src="https://workdrive.zohoexternal.com/embed/bjw0e76ce7549f555496596b428147038b51d?toolbar=false&appearance=light&themecolor=green" scrolling="no" frameborder="0" allowfullscreen=true width="800" height="520" ></iframe>

#deluge #zoho #delugescript #creator #workflow

Start-End Date Time

if(input.Start_Date_Time != null && input.Service_Lookup != null)
{
	getServiceDetails = Add_Services[ID == input.Service_Lookup];
	serviceMinutes = getServiceDetails.Service_Time;
	input.End_Date_Time = input.Start_Date_Time.addMinutes(serviceMinutes);
}

Add Contact Roles to specific Deal in Deluge

		contact_map = Map();
		contact_map.put("First_Name	",rep.get("Name1_First"));
		contact_map.put("Last_Name",rep.get("Name1_Last"));
		contact_map.put("Mailing_City",rep.get("Address3_City"));
		contact_map.put("Phone",rep.get("PhoneNumber2"));
		contact_map.put("Mailing_State",rep.get("Address3_Region"));
		contact_map.put("Mailing_Zip",rep.get("Address3_ZipCode"));
		contact_map.put("Mailing_Street",rep.get("Address3_AddressLine1"));
		contact_map.put("Mailing_Street_Line_2",rep.get("Address3_AddressLine2"));
		contact_map.put("Email",rep.get("Email2"));
		contact_map.put("Mailing_Country",rep.get("Address3_Country"));
		contact_map.put("Social_Security_Number",rep.get("SingleLine4"));
		contact_map.put("Passport_Number",rep.get("SingleLine5"));
		contact_map.put("Is_the_legal_representative_an_American_citizen",rep.get("Dropdown3"));
		contact_map.put("Title",rep.get("SingleLine7"));
		contact_map.put("Occupation",rep.get("SingleLine8"));
		contact_map.put("Account_Name",account_id);
		// 		info contact_map;
		create_contact = zoho.crm.createRecord("Contacts",contact_map);
		info create_contact;
		if(create_contact.containKey("id"))
		{
			contact_id = create_contact.get("id");
			//////// Get Roles Ids /////
			// 		get_contact_roles_ids = invokeurl
			// 		[
			// 			url :"https://www.zohoapis.com/crm/v4/Contacts/roles"
			// 			type :GET
			// 			connection:"zoho_crm"
			// 		];
			// 		info get_contact_roles_ids;
			////////////////////////////////////////////////////
			//////////////// Add Contact role to a specific deal ////////
			role_map = Map();
			role_map.put("name","Legal Representative");
			role_map.put("id","6051205000000006871");
			Contact_Role = Map();
			Contact_Role.put("Contact_Role",role_map);
			data = Map();
			data.put("data",Contact_Role.toList());
          //////// 6051205000001977001 is Contact Id /////////
			add_contact_role_to_deal = invokeurl
			[
				url :"https://www.zohoapis.com/crm/v4/Deals/6051205000001947026/Contact_Roles/6051205000001977001"
				type :PUT
				parameters:data.toString()
				connection:"zoho_crm"
			];
			info add_contact_role_to_deal;
        }

Send Mail Merge Document with auto merge field from record

recipient = Map();
recipient.put("type", "email");
recipient.put("value", "roy@gmail.com");
/////////////////////////
signer = Map();
signer.put("recipient_name", "Rehmat");
signer.put("action_type", "sign");
signer.put("recipient", recipient);
//////////////////
signers = List();
signers.add(signer);
///////////////////
mail_merge_template = Map();
mail_merge_template.put("name", "Copy Shareholder Agreement");
//////////////////
sign_mail_merge = Map();
sign_mail_merge.put("file_name", "Agreement");
sign_mail_merge.put("sign_in_order", false);
sign_mail_merge.put("mail_merge_template", mail_merge_template);
sign_mail_merge.put("signers", signers);
///////////
param = Map();
param.put("sign_mail_merge", sign_mail_merge.toList());
///////////
info param;

send_doc = invokeurl
[
	url: "https://www.zohoapis.com/crm/v6/Deals/"+DealID+"/actions/sign_mail_merge"
	type: POST
	parameters: param.toString()
	connection: "zoho_crm"
];

info send_doc;

Download Mail Merge Document and Create Request in Zoho Sign

mail_merge_template = Map();
mail_merge_template.put("name","Copy Shareholder Agreement");
download_mail_merge = Map();
download_mail_merge.put("mail_merge_template", mail_merge_template);
download_mail_merge.put("output_format", "pdf");
download_mail_merge.put("file_name", "Test Shareholder Agreement");

param = Map();
param.put("download_mail_merge", download_mail_merge.toList());

download_pdf = invokeurl
[
	url: "https://www.zohoapis.com/crm/v6/Deals/"+DealID+"/actions/download_mail_merge"
	type: POST
	parameters: param.toString()
	connection:"zoho_crm"
];

info download_pdf;
download_pdf.setParamName("file");

/////////// Send Using Zoho Sign ////////


action_list = List();
action = Map();
action.put("action_type", "SIGN");
action.put("recipient_email", "roy@gmail.com");
action.put("recipient_name", "Roy");
action.put("verify_recipient", true);
action.put("verification_type", "EMAIL");
action_list.add(action);
request = Map();
request.put("request_name", "Test Shareholer Agreement");
request.put("is_sequential", false);
request.put("actions", action_list);
request.put("email_reminders", true);
request.put("reminder_period", 2);
requests = Map();
requests.put("requests", request);
data = Map();
data.put("data", requests);
info data;
/////
send_doc = invokeurl
[
	url: "https://sign.zoho.com/api/v1/requests"
	type: POST
	parameters: data
	files: download_pdf
	connection: "zoho_sign"
];

info send_doc;

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// path = "https://forms.zoho.com/api/form/OnboardingForm/formperma/RcHkbHGBh8_5yjVX6sSfhb2OfIHid-3SyJAZVPOuZns/resthookdownload?filepath=/OnboardingForm/FileUpload11/1715686347747_Legal_Rep_Rep1_first_Proof_of_address.png";

passport_files = rep.get("FileUpload10");
			for each  file in passport_files
			{
				path = file.get("path");
				getFile = invokeurl
				[
					url :path
					type :GET
					connection:"zoho_form"
				];
				info "Getting file = " + getFile;
				getFile.setParamName("file");
				attach_file = invokeurl
				[
					url :"https://www.zohoapis.com/crm/v3/Contacts/" + contact_id + "/Attachments"
					type :POST
					files:getFile
					connection:"zoho_crm"
				];
				info "Attaching files = " + attach_file;
			}

Get Contact Role name with id in Zoho CRM

getRoles = invokeurl
	[
	url: "https://www.zohoapis.com/crm/v3/Contacts/roles/"+contact.get("Contact_Role")
	type: GET
	connection:"zoho_crm"
	];
	info getRoles;
	contact_role_name = getRoles.get("contact_roles").get(0).get("name");

Dynamic signers in Zoho Sign using Zoho writer Mail Merge Template from Zoho CRM

// 1. You need to use tags in the Template
/// Here is link for tags: https://help.zoho.com/portal/en/kb/zoho-sign/user-guide/sending-a-document/articles/automatic-field-addition-in-zoho-sign

dealLDetails = zoho.crm.getRecordById("Deals",DealID);
// info dealLDetails;
// getAllFieldsResponse = invokeurl
// [
// 	url :"https://writer.zoho.com/api/v1/documents/flo7ld4ba09726a694424994054acbb636e81/fields"
// 	type :GET
// 	connection:"zoho_crm"
// ];
// info getAllFieldsResponse;
fieldTextData = Map();
fieldTextData.put("Deal_Name",dealLDetails.get("Deal_Name"));
fieldTextData.put("Stage",dealLDetails.get("Stage"));
fieldTextData.put("Owner",dealLDetails.get("Owner").get("name"));
contact_roles = zoho.crm.getRelatedRecords("Contact_Roles","Deals",DealID);
// info contact_roles;
contact_List = List();
count = 0;
signerList = List();
for each  contact in contact_roles
{
	count = count +1;
	name = contact.get("Full_Name");
	contact_map = Map();
	contact_map.put("Contact_Roles.Full_Name",name);
	contact_map.put("Contact_Roles.First_Name", count);
	signerMap = Map();
	signerMap.put("recipient_"+count, contact.get("Email"));
	signerMap.put("action_type", "sign");
	signerMap.put("language","en");
	contact_List.add(contact_map);
	signerList.add(signerMap);
}
fieldTextData.put("Contact_Roles",contact_List);
data_mp = Map();
data_mp.put("data",fieldTextData);
params = Map();
params.put("merge_data",data_mp);
params.put("service_name","zohosign");
params.put("signer_data",signerList);
params.put("sign_in_order","true");
// optional
params.put("message","Please find the document to be signed here");
//optional
params.put("reminder_period","15");
//optional
params.put("set_expire","30");
//optional
documentid = "flo7ld4ba09726a694424994054acbb636e81";
templatename = "Test Shareholder Agreement";
params.put("filename",templatename);
url = "https://zohoapis.com/writer/api/v1/documents/" + documentid + "/merge/sign";
info params;
/////////////////////////////
documentObj = invokeurl
[
	url :url
	type :POST
	parameters:params
	connection:"zoho_crm"
];
info documentObj;

Deluge: Update Blueprint Stage in CRM with deluge

		blueprint_details = invokeurl
		[
			url: "https://www.zohoapis.com/crm/v5/Deals/"+DealID+"/actions/blueprint"
			type: GET
			connection:"zoho_crm"
		];
	// 	info blueprint_details;
		blueprint = Map();
		blueprint.put("transition_id","6051205000002261178");
	// 	blueprint.put("data",dataMap);
		blueprintList = List();
		blueprintList.add(blueprint);
		param = Map();
		param.put("blueprint",blueprintList);
		update_blueprint_stage = invokeurl
		[
		url :"https://www.zohoapis.com/crm/v5/Deals/" + DealID + "/actions/blueprint"
		type :PUT
		parameters:param.toString()
		connection:"zoho_crm"
		];
		info update_blueprint_stage;

Searching account in Chart of account in Books with account code

	accountCode = 202;
	searchMap = Map();
	searchMap.put("account_code",accountCode);
	///
	fetch = zoho.books.getRecords("chartofaccounts","20091181966",searchMap,"zoho_books");
	info fetch;

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criteria = "email:equals:"+vendor_email;
response = zoho.crm.searchRecords("users", criteria);
info response;

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optionlist = list();
optionlist.add("workflow");
options.put("trigger",optionlist);
updateRec= zoho.crm.updateRecord(module_name, updatemap, options, connection);

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deleteRecordMap = Map();
deleteRecordMap = {"module":"Leads","id":leadId};
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info deleteResp;

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task_map = Map();
task_map.put("Subject","Contact nick name is missing.");
task_map.put("Description","Please add the nickname of the selected contact for this task, so that the system can send a notification about the unchanged deal within 90 days to this contact.");
task_map.put("Deal_Priority",true);
task_map.put("Who_Id",contact_Id);
task_map.put("Due_Date",zoho.currentdate.addDay(5));
task_map.put("Priority","? Normal (THIS WEEK)");
task_map.put("What_Id",deal_Id);
task_map.put("Owner",deal_owner);
task_map.put("$se_module","Deals");
create_name_task = zoho.crm.createRecord("Tasks",task_map);
info "Creating nickname missing task = " + create_name_task;

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