Customs functions and workflows - Invoices

Customs functions and workflows - Invoices

Summary

To enable ALIX to create a draft invoice in Zoho Books, it's necessary to create custom functions and workflows in Zoho Books. Theses automations manage synchronisation between the two applications for invoices 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 Invoice module.

    3. Copy/paste this function :

      url = "https://smart.alix.ai/api/integrations/zoho-books/invoices";
      bodyMap = Map:String();
      bodyMap.put('invoice',invoice);
      response = invokeurl
      [
      url :url
      type :PUT
      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 Invoice module.

    3. Copy/paste this function :

      url = "https://smart.alix.ai/api/integrations/zoho-books/invoices";
      invoice.put('exist',false);
      bodyMap = Map:String();
      bodyMap.put('invoice',invoice);
      response = invokeurl
      [
      url :url
      type :PUT
      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 : 




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