Download Attachment in CRM

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Fri Nov 15 2024 11:55:08 GMT+0000 (Coordinated Universal Time)

Saved by @RehmatAli2024 #deluge

attachment_resp = zoho.crm.getRelatedRecords("Attachments", "Token_Redemption", record_id);
// 			info attachment_resp;

for each file in attachment_resp
{
  id = file.get("id");
  info id;
  download_attachment = invokeurl
  [
    url: "https://www.zohoapis.eu/crm/v7/Token_Redemption/"+record_id+"/Attachments/"+id
    type: GET
    connection:"zoho_crm"
  ];
  info download_attachment;
}

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@RehmatAli2024

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if(input.Start_Date_Time != null && input.Service_Lookup != null)
{
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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;
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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);
//////////////////
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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");
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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;
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/////////// 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);
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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);
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requests.put("requests", request);
data = Map();
data.put("data", requests);
info data;
/////
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[
	url: "https://sign.zoho.com/api/v1/requests"
	type: POST
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	connection: "zoho_sign"
];

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			for each  file in passport_files
			{
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				getFile = invokeurl
				[
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					type :GET
					connection:"zoho_form"
				];
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				attach_file = invokeurl
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					url :"https://www.zohoapis.com/crm/v3/Contacts/" + contact_id + "/Attachments"
					type :POST
					files:getFile
					connection:"zoho_crm"
				];
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			}

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

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// info dealLDetails;
// getAllFieldsResponse = invokeurl
// [
// 	url :"https://writer.zoho.com/api/v1/documents/flo7ld4ba09726a694424994054acbb636e81/fields"
// 	type :GET
// 	connection:"zoho_crm"
// ];
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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");
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	contact_map.put("Contact_Roles.Full_Name",name);
	contact_map.put("Contact_Roles.First_Name", count);
	signerMap = Map();
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	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");
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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;

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		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;

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	accountCode = 202;
	searchMap = Map();
	searchMap.put("account_code",accountCode);
	///
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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");
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