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AZAAZ – Volume 2, Issue No. 1

Questions Answered

1. (1:43) In the CRM, you can create a workflow rule that triggers off of a date field but I do not see this option in Zoho Projects. Is there any unique workaround that can be used to make a workflow rule run on a date field within the task? I would like to have some tasks auto-complete on the due date. 

2. (5:50) I need the Send with Zoho Sign in a custom module.  I found this Deluge script: (Script in Club Zenatta) However, I would appreciate the steps needed to integrate the Zoho Sign API, handle authentication, the upload, and the necessary workflow. 

3. (8:59) Is it possible to send more than 1k email per day in bulk ?

4. (10:21) How would I set the closing stock value for last year?

5. (13:02) Thank you for the enlightenment sir. Please, how could one adjust inventory cost price and selling price incase of current price changes.

6. (15:13) Does this blueprint allow users to go back in deal stages? I’m using & learning this CRM, but trying to figure out the ways of blocking going backwards in deal stages. Does anyone know how I can do that? Thanks in advance!

7. (16:35) Hi Tyler, I saw in your CRM, you had “Interests”. How are you syncing those with Campaigns or is that automatic?

8. (19:17) In Zoho Inventory, we can create “Contact persons” underneath a business or individual. When the primary contact syncs to Zoho CRM via the native integration, it does not sync any information about the contact persons listed in Books/Inventory. We commonly find this with families – ex we create the husband as a customer in Inventory and add the wife as a contact person under the husband. Only the husband’s contact is synced to CRM with no information about the wife. The inverse is also true – if we were to create both contacts in CRM, they would not sync into Books/Inventory with the “contact person” relationship. Any advice on how to tackle this? We want to somehow associate family members and have it be accurate between apps.

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna


With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.