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The CRM Zen Show Episode 230 – Twas The Show Before Zenmas

Zoho News

Implementation of the Week

  • PDF Splitting Via Zoho APIs
    • The goal of this implementation was to process a document received by a customer into multiple files (based on page ranges) and upload those split PDFs into specific Workdrive folders
    • To accomplish this, we trigger a Deluge function that downloads the submitted PDF document upon receipt in the CRM
    • We then use Deluge to create 1 copy of that PDF per required page-split 
    • Next, we assign each copy a page-range array (start page, end page) based on parameters we’ve defined in our function
    • Last, we make an API call to the Combine PDFs API (available via Zoho Writer) that include those page-range values so truncate the document to only specific pages
    • Now that each copy is trimmed, we have effectively split the document and can load it to Workdrive

Code Share of the Week

  • Cliq Message Card – Group A Table By A Column 
    • We’ve mentioned the Cliq Message Cards before, here is a specific use case you might find helpful; You have a table of information and you’d like that information grouped by a value within that table.

This Week’s Read

New On Zenatta

  • 12 Days Of Marketing
    • On the first day of Christmas Zenatta brings you, 12 tips on how to better your marketing strategy in 2023. 
  • Dwell Inc – Case Study
    • Dwell is a great client that we’ve been working with for a while now. Check out how we were able to enhance their workflow with automation. 

Tips and Tricks

  • Integrating Zoho Cliq With Zoho CRM
    • A quick run-through of how to set up the integration between Cliq and CRM. Creating a powerful way to access CRM data right inside Cliq.