Send zoho sign template
Tue Jul 29 2025 12:06:26 GMT+0000 (Coordinated Universal Time)
Saved by @usman13
void automation.SEND_NEWLEAD_AGREEMENT_ON_RENEWAL(Int leaseID)
{
try
{
///////////////////////-get renewal lease id------///////////
Expiring_leasesDetails = zoho.crm.getRelatedRecords("Related_List_Name_1","Leases",leaseID);
info Expiring_leasesDetails;
for each leaseDetail in Expiring_leasesDetails
{
lease_id = leaseDetail.get("id");
}
info lease_id;
//////////////////////------get renewal lease info-----////////////
lease_detail = zoho.crm.getRecordById("Leases",lease_id);
// info lease_detail;
opp_id = lease_detail.get("Opportunity").get("id");
// info opp_id;
oppData = zoho.crm.getRecordById("Deals",opp_id);
info oppData;
siteid = oppData.get("Site").get("id");
info "siteid: " + siteid;
//////////---------
siteinfo = zoho.crm.getRecordById("Accounts",siteid);
initial_lead_inspection_result = siteinfo.get("Initial_Lead_Inspection_Result");
info initial_lead_inspection_result;
///////////////////////////////////////////////////////////////////
oppName = oppData.get("Deal_Name");
info "opp name: " + oppName;
siteName = oppData.get("Site").get("name");
info "siteName: " + siteName;
if(oppData.get("Property_Manager") != null)
{
propertyManager = oppData.get("Property_Manager").get("name");
pm_id = oppData.get("Property_Manager").get("id");
}
info "pm:" + propertyManager;
///////////////////////////////////////////////////////////////////////////////
petPolicyCharges = oppData.get("Pet_Policy_Charges_USD");
waterMonthlyCharges = oppData.get("Monthly_Water_Charges_USD");
info waterMonthlyCharges;
info petPolicyCharges;
if(waterMonthlyCharges == null || waterMonthlyCharges == 0)
{
waterMonthlyCharges = "Water utility (Monthly Charges) will be charged on actual consumption.";
}
else
{
waterMonthlyCharges = "Constant of $ " + waterMonthlyCharges + " will be charged for water utility per month residing in the property.";
}
if(petPolicyCharges == null || petPolicyCharges == 0 || petPolicyCharges == 200)
{
petPolicyCharges = "200";
}
info "Test Only";
/////////////////////////property manager Email///////////////////////
NewAccessTokenRequest = invokeurl
[
url :"https://accounts.zoho.com/oauth/v2/token?refresh_token=1000.0d787bd93f09618b2dbd194ce87a3ac4.c64ff75b9cb389b49ebf42844e9673f3&client_id=1000.6S03ETCF3SEM8YHEQ9BUGXDK6O7Q1H&client_secret=418fb1c600b10085070ca461e6a5e2b8c4a0632133&redirect_uri=https://clevelandbricks.com/&grant_type=refresh_token"
type :POST
];
NewAccessToken = NewAccessTokenRequest.get("access_token");
//---------------------------Authtoken---------------------------------------
Authtoken = Map();
Authtoken.put("Authorization","Zoho-oauthtoken " + NewAccessToken + "");
Org_Data = invokeurl
[
url :"https://www.zohoapis.com/crm/v2/users/" + pm_id
type :GET
headers:Authtoken
];
info "pm_id" + pm_id;
info Org_Data;
propertyManagerEmail = Org_Data.get("users").get(0).get("email");
info "Property Manager Email: " + propertyManagerEmail;
//////// ///------------------GET INFO FROM NEW LEASE--------------////////
leaseTerm_months = lease_detail.get("Least_Rental_Term_Months");
leaseTerm_days = lease_detail.get("Lease_Term_Number_of_Days");
monthlyRent = lease_detail.get("Monthly_Rent");
paymentTerms = lease_detail.get("Payment_Terms");
leaseStartDate = lease_detail.get("Lease_Start_Date").toString("MM/dd/yyyy");
leaseEndDate = lease_detail.get("Lease_End_Date").toString("MM/dd/yyyy");
////////////////////////////////////GET INFO FROM OPP///////////////////////////////////////
securityDeposit = 0;
tenantName = ifnull(oppData.get("Contact_Name").get("name"),"");
tenantId = ifnull(oppData.get("Contact_Name").get("id"),"");
tenantEmail = zoho.crm.getRecordById("Contacts",tenantId).get("Email");
info "Primary tenant Email: " + tenantEmail;
//------------------------------------------------------------------------
coTenant1Data = oppData.get("Sub_Contact_1");
coTenant2Data = oppData.get("Sub_Contact_2");
coTenant3Data = oppData.get("Sub_Contact_3");
coTenant4Data = oppData.get("Sub_Contact_4");
totalTenant = 1;
coTenants = {1,2,3,4};
for each data in coTenants
{
count = oppData.get("Sub_Contact_" + data);
if(count != null)
{
totalTenant = totalTenant + 1;
}
}
info "Total Tenant/s = " + totalTenant;
/////////-------------------------------lead+lease-------------------------------------
if(initial_lead_inspection_result = "Fail")
{
info "initial_lead_inspection_result=failed";
if(totalTenant == 1)
{
templateResp = zoho.sign.getTemplateById(53924000002918479);
info "fail 1 tenant";
//old was
}
else if(totalTenant == 2)
{
templateResp = zoho.sign.getTemplateById(53924000002918253);
info "fail 2 tenants";
}
else if(totalTenant == 3)
{
templateResp = zoho.sign.getTemplateById(53924000002918031);
info "fail 3 tenants";
}
else if(totalTenant == 4)
{
templateResp = zoho.sign.getTemplateById(53924000002916523);
info "fail 4 tenants";
}
}
else
{
info "pass or blank";
if(totalTenant == 1)
{
templateResp = zoho.sign.getTemplateById(53924000002918659);
info "pass 1 tenant";
//old was
}
else if(totalTenant == 2)
{
templateResp = zoho.sign.getTemplateById(53924000002918839);
info "pass 2 tenants";
}
else if(totalTenant == 3)
{
templateResp = zoho.sign.getTemplateById(53924000002919039);
info "pass 3 tenants";
}
else if(totalTenant == 4)
{
templateResp = zoho.sign.getTemplateById(53924000002919261);
info "pass 4 tenants";
}
}
/////////////////////////////////////////////////////////////
templateRec = templateResp.get("templates");
actionRec1 = templateRec.get("actions").get(0);
actionRole1 = actionRec1.get("role");
actionId1 = actionRec1.get("action_id");
actionType1 = actionRec1.get("action_type");
eachActionMap1 = Map();
eachActionMap1.put("recipient_name",tenantName);
eachActionMap1.put("recipient_email",tenantEmail);
eachActionMap1.put("action_type",actionType1);
eachActionMap1.put("action_id",actionId1);
eachActionMap1.put("role",actionRole1);
eachActionMap1.put("verify_recipient","false");
//////////////////////////////////////property manager/////////////////////////////////////
if(totalTenant == 1)
{
actionPM = templateRec.get("actions").get(1);
}
else if(totalTenant == 2)
{
actionPM = templateRec.get("actions").get(2);
}
else if(totalTenant == 3)
{
actionPM = templateRec.get("actions").get(3);
}
else if(totalTenant == 4)
{
actionPM = templateRec.get("actions").get(4);
}
// else if(totalTenant == 5)
// {
// actionPM = templateRec.get("actions").get(5);
// }
PMRole = actionPM.get("role");
PMId = actionPM.get("action_id");
PMType = actionPM.get("action_type");
PMMap1 = Map();
PMMap1.put("recipient_name",propertyManager);
PMMap1.put("recipient_email",propertyManagerEmail);
PMMap1.put("action_type",PMType);
PMMap1.put("action_id",PMId);
PMMap1.put("role",PMRole);
PMMap1.put("verify_recipient","false");
//////////////////////////////--------------------------///////////////////
actionMap0 = Map();
fieldTextData = Map();
field_boolean_data = Map();
//-------------------------------------------------------------------------
//--------------------------------------------------------------------------
if(coTenant1Data != null)
{
coTenant2 = coTenant1Data.get("name");
coTenant1Id = coTenant1Data.get("id");
coTenantEmail2 = zoho.crm.getRecordById("Contacts",coTenant1Id).get("Email");
actionRec2 = templateRec.get("actions").get(1);
actionRole2 = actionRec2.get("role");
actionId2 = actionRec2.get("action_id");
actionType2 = actionRec2.get("action_type");
eachActionMap2 = Map();
eachActionMap2.put("recipient_name",coTenant2);
eachActionMap2.put("recipient_email",coTenantEmail2);
eachActionMap2.put("action_type",actionType2);
eachActionMap2.put("action_id",actionId2);
eachActionMap2.put("role",actionRole2);
eachActionMap2.put("verify_recipient","false");
fieldTextData.put("Tenant-2 2b",coTenant2);
// fieldTextData.put("co tenant 01",coTenant2);
fieldTextData.put("co tenant 001",coTenant2);
}
if(coTenant2Data != null)
{
coTenant3 = coTenant2Data.get("name");
coTenant2Id = coTenant2Data.get("id");
coTenantEmail3 = zoho.crm.getRecordById("Contacts",coTenant2Id).get("Email");
actionRec3 = templateRec.get("actions").get(2);
actionRole3 = actionRec3.get("role");
actionId3 = actionRec3.get("action_id");
actionType3 = actionRec3.get("action_type");
eachActionMap3 = Map();
eachActionMap3.put("recipient_name",coTenant3);
eachActionMap3.put("recipient_email",coTenantEmail3);
eachActionMap3.put("action_type",actionType3);
eachActionMap3.put("action_id",actionId3);
eachActionMap3.put("role",actionRole3);
eachActionMap3.put("verify_recipient","false");
fieldTextData.put("co tenant 2",coTenant3);
// fieldTextData.put("co tenant 02",coTenant3);
fieldTextData.put("co tenant 002",coTenant3);
}
if(coTenant3Data != null)
{
coTenant4 = coTenant3Data.get("name");
coTenant3Id = coTenant3Data.get("id");
coTenantEmail4 = zoho.crm.getRecordById("Contacts",coTenant3Id).get("Email");
actionRec4 = templateRec.get("actions").get(3);
actionRole4 = actionRec4.get("role");
actionId4 = actionRec4.get("action_id");
actionType4 = actionRec4.get("action_type");
eachActionMap4 = Map();
eachActionMap4.put("recipient_name",coTenant4);
eachActionMap4.put("recipient_email",coTenantEmail4);
eachActionMap4.put("action_type",actionType4);
eachActionMap4.put("action_id",actionId4);
eachActionMap4.put("role",actionRole4);
eachActionMap4.put("verify_recipient","false");
fieldTextData.put("co tenant 3",coTenant4);
// fieldTextData.put("co tenant 03",coTenant4);
fieldTextData.put("co tenant 003",coTenant4);
}
if(coTenant4Data != null)
{
coTenant5 = coTenant4Data.get("name");
coTenant4Id = coTenant4Data.get("id");
coTenantEmail5 = zoho.crm.getRecordById("Contacts",coTenant4Id).get("Email");
actionRec5 = templateRec.get("actions").get(4);
actionRole5 = actionRec5.get("role");
actionId5 = actionRec5.get("action_id");
actionType5 = actionRec5.get("action_type");
eachActionMap5 = Map();
eachActionMap5.put("recipient_name",coTenant5);
eachActionMap5.put("recipient_email",coTenantEmail5);
eachActionMap5.put("action_type",actionType5);
eachActionMap5.put("action_id",actionId5);
eachActionMap5.put("role",actionRole5);
eachActionMap5.put("verify_recipient","false");
fieldTextData.put("co tenant 4",coTenant5);
fieldTextData.put("co tenant 04",coTenant5);
fieldTextData.put("co tenant 004",coTenant5);
}
//---------------------------------------------------------------------------
fieldTextData.put("site name",siteName);
fieldTextData.put("opportunity name",oppName);
fieldTextData.put("lease term",leaseTerm_months + " Months");
if(leaseTerm_days != null && leaseTerm_days != 0)
{
fieldTextData.put("lease term",leaseTerm_months + " Month/s and " + leaseTerm_days + " Days");
}
fieldTextData.put("monthly rent","$ " + monthlyRent);
fieldTextData.put("security deposite","$ " + securityDeposit);
fieldTextData.put("lease start date",leaseStartDate);
fieldTextData.put("lease end date",leaseEndDate);
fieldTextData.put("tenant name",tenantName);
// fieldTextData.put("tenant name 1",tenantName);
fieldTextData.put("site name1",siteName);
fieldTextData.put("lease start date 1",leaseStartDate);
fieldTextData.put("lease end date 1",leaseEndDate);
fieldTextData.put("lease start date 2",leaseStartDate);
fieldTextData.put("mo",leaseTerm_months + " Months");
/////////////////
if(leaseTerm_days != null && leaseTerm_days != 0)
{
fieldTextData.put("mo",leaseTerm_months + " Month/s and " + leaseTerm_days + " Days");
}
fieldTextData.put("rent per month","$ " + monthlyRent);
// fieldTextData.put("tenant name 1",tenantName);
fieldTextData.put("tenant name 2",tenantName);
fieldTextData.put("property manager",propertyManager);
fieldTextData.put("water_monthly",waterMonthlyCharges);
fieldTextData.put("pet_charges",petPolicyCharges);
///////////////////////////////////////
///////////-------new changes phase 2 lead----/////////////
fieldTextData.put("By_PMname",propertyManager);
////////////////////------section 4 ---site info------//////////////
Site_type = siteinfo.get("Account_Type");
if(Site_type == "Single Unit")
{
field_boolean_data.put("Single_Family",true);
}
else if(Site_type == "Multi Unit")
{
field_boolean_data.put("Multi_Family",true);
}
else if(Site_type == "Apartment")
{
field_boolean_data.put("Apartment",true);
}
///////////////////////////////////------add new INFO IN SECTION 13 ---------------////////
// siteinfo = zoho.crm.getRecordById("Accounts",siteid);
u_vendors = siteinfo.get("Utilities_Vendors");
// info siteinfo;
otherapps = "";
all_apps = siteinfo.get("Appliances");
info all_apps;
for each machine in all_apps
{
info machine;
if(machine == "Dishwasher")
{
field_boolean_data.put("L-Dishwasher",true);
}
if(machine == "Stove/Oven")
{
field_boolean_data.put("L-StoveOven",true);
}
if(machine == "Washing Machine")
{
field_boolean_data.put("L-WashingMachine",true);
}
if(machine == "Dryer")
{
field_boolean_data.put("L-dryer",true);
}
if(machine == "Microwave")
{
// field_boolean_data.put("L-other",true);
otherapps = otherapps + machine;
fieldTextData.put("13a other",otherapps);
}
if(machine == "Refrigerator")
{
field_boolean_data.put("L-Refrigerator",true);
}
if(machine == "Air Conditioner")
{
// field_boolean_data.put("L-other",true);
otherapps = otherapps + machine;
fieldTextData.put("13a other",otherapps);
}
// info fieldTextData;
}
/////////////////////---------------ADD INFO IN SECTION 12 -NEW-------------//////////
if(u_vendors != null || u_vendors != "")
{
for each utility in u_vendors
{
Type_of_Service = utility.get("Type_of_Service");
Payment_Responsibility = utility.get("Payment_Responsibility");
if(Type_of_Service == "Electricity")
{
fieldTextData.put("12.Electric",Payment_Responsibility);
}
if(Type_of_Service == "Gas")
{
fieldTextData.put("12.Gas",Payment_Responsibility);
}
if(Type_of_Service == "Water")
{
fieldTextData.put("12.Water",Payment_Responsibility);
}
if(Type_of_Service == "Sewer")
{
fieldTextData.put("12.Sewer",Payment_Responsibility);
}
if(Type_of_Service == "Trash")
{
fieldTextData.put("12.Trash",Payment_Responsibility);
}
if(Type_of_Service == "Landscaping")
{
fieldTextData.put("12.Landscaping",Payment_Responsibility);
}
if(Type_of_Service == "Snow Plow")
{
fieldTextData.put("12.Snowplow",Payment_Responsibility);
}
if(Type_of_Service == "HOA")
{
fieldTextData.put("12.HOA",Payment_Responsibility);
}
}
}
///////////////////////////////
info waterMonthlyCharges;
info petPolicyCharges;
temp_map = Map();
temp_map.put("field_text_data",fieldTextData);
temp_map.put("field_boolean_data",field_boolean_data);
actionMap0.put("field_data",temp_map);
// actionMap0.put("field_data",{"field_boolean_data":field_boolean_data});
fieldList = List();
if(totalTenant == 1)
{
fieldList.add(eachActionMap1);
fieldList.add(PMMap1);
}
else if(totalTenant == 2)
{
fieldList.add(eachActionMap1);
fieldList.add(eachActionMap2);
fieldList.add(PMMap1);
}
else if(totalTenant == 3)
{
fieldList.add(eachActionMap1);
fieldList.add(eachActionMap2);
fieldList.add(eachActionMap3);
fieldList.add(PMMap1);
}
else if(totalTenant == 4)
{
fieldList.add(eachActionMap1);
fieldList.add(eachActionMap2);
fieldList.add(eachActionMap3);
fieldList.add(eachActionMap4);
fieldList.add(PMMap1);
}
else if(totalTenant == 5)
{
fieldList.add(eachActionMap1);
fieldList.add(eachActionMap2);
fieldList.add(eachActionMap3);
fieldList.add(eachActionMap4);
fieldList.add(eachActionMap5);
fieldList.add(PMMap1);
}
//////////////////
// fields=map();
// fields.put("field_data",{"field_text_data":fieldTextData});
// fields.put("field_data",{"field_boolean_data":field_boolean_data});
// // ////
// actionMap0.put("field_data",fields);
// actionMap0.put("field_data",{"field_boolean_data":field_boolean_data});
////////////////
actionMap0.put("actions",fieldList);
submitMap = Map();
submitMap.put("templates",actionMap0);
parameters = Map();
parameters.put("is_quicksend","true");
parameters.put("data",submitMap);
info "Parameters: " + parameters;
// ////////////////////-----------------lead+lease-------------//////
if(initial_lead_inspection_result == "Fail")
{
info "fail, create using template";
if(totalTenant == 1)
{
response = zoho.sign.createUsingTemplate(53924000002918479,parameters);
info "Here: 1 agree";
info response;
}
else if(totalTenant == 2)
{
response = zoho.sign.createUsingTemplate(53924000002918253,parameters);
}
else if(totalTenant == 3)
{
response = zoho.sign.createUsingTemplate(53924000002918031,parameters);
}
else if(totalTenant == 4)
{
response = zoho.sign.createUsingTemplate(53924000002916523,parameters);
}
}
else
{
info "pass or blank create using template";
if(totalTenant == 1)
{
response = zoho.sign.createUsingTemplate(53924000002918659,parameters);
info "Here: 1 agree";
info response;
}
else if(totalTenant == 2)
{
response = zoho.sign.createUsingTemplate(53924000002918839,parameters);
}
else if(totalTenant == 3)
{
response = zoho.sign.createUsingTemplate(53924000002919039,parameters);
}
else if(totalTenant == 4)
{
response = zoho.sign.createUsingTemplate(53924000002919261,parameters);
}
}
info "Template: " + response;
/////////////////
if(response != null)
{
lease_update_map = Map();
lease_update_map.put("Lease_Status","Sent");
lease_update_map.put("Lease_Document_Status","In Process");
update_lease = zoho.crm.updateRecord("Leases",lease_id,lease_update_map);
}
docxId = response.get("requests").get("request_id");
info "Document ID: " + docxId;
mpdocx = Map();
mpdocx.put("renewal_document_id",docxId);
update = zoho.crm.updateRecord("Deals",opp_id,mpdocx);
info "Deal: " + update;
///////////////////////////////////////////////////////////////////////////////
}
catch (e)
{
sendmail
[
from :zoho.loginuserid
to :"erp@clevelandbricks.com","rabia@erphub.biz"
subject :"Send new agreement on Renewal/ CRM"
message :"Name: " + oppName + " Leaseid " + lease_id + " Root Cause: " + e
]
}
}
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