My Latest Work_
Zoho Creator Customer portal integrated with Zoho Books and Zoho CRM
Zoho Creator Customer portal integrated with Zoho Books and Zoho CRM
Project description
For the project I used Deluge scripts, API integration, HTML snippets with CSS & Bootstrap.
✔️Admin dashboard with quick links and Instruction for the Portal functionalities
✔️Home page where the portal admin can publish articles, pictures, embed Vimeo or Youtube videos, announcements, etc.
✔️Account Info page where the portal user can preview his company info, contact persons and addresses.
-> The user can also update his info by filling in the desired changes regarding company info, adding/removing contact persons or addresses.
-> The changes get populated in Zoho Books and Zoho CRM after the portal admin reviews and approves them.
✔️Products page with custom filter and selectable items - the user can select several items and populate them in the order page via the "New Order" button. After the order is submitted successfully a sales order is created in Zoho Books via API
✔️Invoices page
-> Check the invoices status
-> Preview & download invoice in PDF
-> Pay an invoice via the Books invoice link
✔️Separate transaction pages displaying Sales Orders, Customer Payments and Shipments fetched from Zoho Books on page load
✔️Help page where the user can send messages to the portal admin and view the admin responses
Custom printing labels | Zoho CRM & Zoho Creator
Custom printing labels | Zoho CRM & Zoho Creator
Project description
The project included:
✔️A custom Print button in Zoho CRM with a function behind, which fetches the selected list of contacts, leads or custom module entries -> creates a record in a Zoho Creator app -> and redirects the user to a Zoho Creator page.
✔️The Creator page displays the selected contacts with their address info on custom printing labels with the desired width and height, logo image and embedded Google font.
✔️The process is applicable for any CRM module and all the information in the selected records.
Zoho Bookings, Zoho Flow & Zoho CRM
Zoho Bookings, Zoho Flow & Zoho CRM
Project description
The flow triggers when a meeting is booked into Zoho Bookings. The attendee has the option to add an additional participant email to the meeting at the time of booking.
The meeting is automatically created in Zoho CRM through the native integration between the two systems, but the guest must also be included in the participants list in Zoho CRM.
✔️If there is a guest email added in the booking form, the flow searches for a contact with this email in Zoho CRM
✔️If such a contact exists, it will be added as a participant in the meeting record in CRM
✔️If no such contact exists, the flow will search for a lead with that email and add the lead as a participant in the meeting record in CRM
Zoho Books & Shipstation API Integration
Zoho Books & Shipstation API Integration
Project description
✔️Zoho Books to Shipstation: integration achieved via custom button in Zoho Books to send sales orders to Shipstation with the following info: customer name, email and address, line items, store id, etc.
✔️Shipstation to Zoho Books: integration achieved via webhooks/Zoho Flow. When an order is shipped in Shipstation, a sales order/package/shipment is created in Zoho Books
API
API
I have made various integrations between Zoho apps/third party services using the following APIs: