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 :
   
   
   url = "https://smart.alix.ai/api/integrations/zoho-books/contacts/" + vendor.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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