Customs functions and workflow - Customers

Summary

To synchronize Zoho Books's clients to ALIX's contacts, it's necessary to create custom functions and workflows in Zoho Books. Theses automations manage synchronisation between the two applications for clients create, update and delete.

It is mandatory to have previously created a connection between the applications. To know how to create a connection, click here.

 Create and update

 1. Custom function

1. Go to Settings -» Automation -» Custom functions
   
   
2. Create a new function.
   
   
1. Name the function.
   
   
2. Select the Client module.
   
   
3. Copy/paste this function :
   
   
   url = "https://smart.alix.ai/api/integrations/zoho-books/contacts";
   bodyMap = Map:String();
   bodyMap.put('contact',customer);
   response = invokeurl
   [
   url :url
   type :POST
   parameters:bodyMap
   connection:"alix"
   ];

At line 9, replace "alix" with the custom function's name

 2. Workflow rule

1. Go to Settings -» Automation -» Workflow rules.
   
   
2. Create a new workflow.
   
   
3. Entrer the following information : 

            

            

 Delete

 1. Custom function

1. Go to Settings -» Automation -» Custom functions
   
   
2. Create a new function.
   
   
1. Name the function.
   
   
2. Select the Client module.
   
   
3. Copy/paste this function :
   
   
   url = "https://smart.alix.ai/api/integrations/zoho-books/contacts/" + customer.get("contact_id");
   response = invokeurl
   [
   url :url
   type :DELETE
   connection:"alix"
   ];

At line 6, replace "alix" with the custom function's name

 2. Workflow rule

1. Go to Settings -» Automation -» Workflow rules.
   
   
2. Create a new workflow.
   
   
3. Entrer the following information : 

            

            

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