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The CRM Zen Show Episode 222 – Night Of the Living Text

Zoho News

Implementation of the Week

  • Zoho Books to Stripe POS Integration
    • In this implementation, our goal was to enable our Customer to collect payment for a Zoho Books Invoice on the fly using a Stripe Credit Card Reader
    • To accomplish this, we added a custom button to the Invoice view page within Books. Pressing this button organizes the Invoice information and writes it to the Stripe API. This data includes metadata about the Books Invoice and Customer
    • After the card is successfully charged, Stripe posts data back to Zoho using a webhook to Zoho Flow. This data includes the Invoice and Customer ID from Zoho Books, so we are able to properly create a Payment record in Books for the specific Invoice that was paid

Code Share of the Week

  • Encoding a JSON Map for API calls
    • Most of the time, you can pass in a map to the body of an API call using the “parameters” argument in the Deluge invokeUrl task. 
    • However, sometimes an API doesn’t like how Deluge encodes its JSON objects. In those instances, you can encode your parameters and add them directly into the URL as a query parameter. 
    • Included is a code snippet that will covert your map into an encoded string you can attach to your API request.

This Week’s Read

  • A Week With No Meetings By Ellie Huizenga
    • It would be tough for us to go a whole week without a meeting, but we do block off days occasionally.  Does your organization implement something similar?

New On Zenatta

Application / Plug-In of the Week

  • Open In Webmail
    • For all of you Apple users out there, this app is well worth the $1.99.
    •  A simple tool to make email links open to your webmail service of choice.

Tips and Tricks

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.