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The CRM Zen Show Episode 247 – My Neighbor Zotero

Zoho News

Implementation of the Week

  • Automated Early-Payment Discount Workflow via Zoho Books
    • In this implementation, our goal was to set up a flow such that our client’s Customers would receive a discount for paying their invoices early
    • To accomplish this, we set up a custom field at the Customer level that our client can use to determine what the early payment discount percentage should be for a given client
    • Then, we run a function on Invoice creation to apply a discount to that invoice based on the discount percentage assigned to the Customer
    • 10 days after Invoice creation, another function triggers. This one checks if the invoice has been paid by that time. If not, it will go ahead and remove the discount from the Invoice

Code Share of the Week

  • Sync CRM Pipeline Meta Data to Zoho Analytics
    • Pipeline metadata inexplicably does not sync over into Analytics. Not to worry, you can set up a scheduled function to push that data over. This does require you to create an Analytics table with defined fields to add.
    • This function uses the TRUNCATE ADD option, meaning it clears out all existing rows and reuploads all the latest rows. Also, note that this code will need to execute for each layout with a Pipeline.

This Week’s Read

New On Zenatta

  • Zenatta Blogs
    • Zoho Social Full Product Overview
      • Zoho Social was long overdue for a video tutorial from us.  In case you missed it, here is the full webinar and a write-up to go along with it.  

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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.