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The CRM Zen Show Episode 243 – Email Pattern Boldness

Zoho News




Implementation of the Week

  • Automated QR Code Generation for Zoho CRM records via API
    • In this implementation, our goal was to create an easy way for our client’s team to “scan” assets before providing service, so that they could log any work completed to the CRM
    • To accomplish this, we needed to find a 3rd party platform that can generate these QR codes via API. We landed on RapidAPI because it is a free service
    • On a trigger within CRM, we can leverage Deluge scripts to send the URL of that record to RapidAPI, which responds with a QR code which is automatically attached to that record
    • As part of the process of finalizing an asset, our client prints this QR code and affixes it for future reference
    • Lastly, when that asset comes back into the shop for servicing or updates, we can easily scan the QR code to open directly to that record in CRM for easy note-taking and work logging

Code Share of the Week

  • Shopify / Zoho Inventory – Taking the integration to the next level
    • When a sales order (SO) is created in Zoho Inventory an Invoice, Payment, Package and Shipment will also need to be created to close out the SO for proper accounting and stock management. However, these records are not created via the standard integration with Shopify. The only record that is created is a SO in a ‘Draft’ status.
    • To complete this, you will need to set up two automations:
      • A custom function in Zoho Inventory to create the Invoice and Payment records.
      • A Zoho Flow to create the Package and Shipment records once the order is fulfilled in Shopify.

This Week’s Read

New On Zenatta

  • Zenatta Blogs
    • Everything You Need To Know About Zoho Desk
      • Greg and Josh, this week, covered everything you need to know about Zoho Desk in our longest webinar to date.  If you missed it, here is the webinar and a full write-up on it.

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.