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The CRM Zen Show Episode 233 – Zoho Got A Book Job

Zoho News

Implementation of the Week

  • Improved Integration Buildout for Zoho Inventory + Shopify
    • The pre-built integration between Zoho Inventory and Shopify is pretty well put together, but it does miss a few key areas to completely line up with Shopify
    • In this implementation, we wrote custom functions to automate two key missing pieces in the integration
    • First, our function triggers on the creation of a Sales Order in Inventory to create an Invoice and log payment received to that invoice. 
    • Next, when a fulfillment is logged in Shopify (if not shipping out of Inventory), we automatically create a Package and Shipment in Inventory
    • Creating these records helps to keep our clients Accounting and Physical stock keeping measurements accurate

Code Share of the Week

This Week’s Read

New On Zenatta

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

Consultant

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.

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