Customs functions and workflow - Vendors

Customs functions and workflow - Vendors

Summary

To synchronize Zoho Books's vendors 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 vendors 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 Vendor module.

    3. Copy/paste this function :

      url = "https://smart.alix.ai/api/integrations/zoho-books/contacts";
      bodyMap = Map:String();
      bodyMap.put('contact',vendor);
      response = invokeurl
      [
      url :url
      type :POST
      parameters:bodyMap
      connection:"alix"
      ];
At line 10, 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 Vendor module.

    3. Copy/paste this function :

      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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