Join The Community Sign Up For Club Zenatta

Article Read Time:

2 Min

Stay Connected

The CRM Zen Show Episode 260 – Are You Still Master Of Your Domain?

Zoho News

Implementation of the Week

  • Zoho CRM + Writer + Zoho Sign Custom Automation for Storing Zoho Sign Response Information in CRM
    • In this implementation, our goal was to set up a document automation system that would allow our client to send a variety of documents via ZSign easily from the CRM, and capture any submitted field data back to the CRM
    • For this use-case, we added a custom module (child record of Deals + Accounts) where the documents are originally generated via mail merge
    • The documents contain many fields that need to be filled in by the client during the signing process. Many of those fields refer to data that our client doesn’t have in the CRM at the time of sending
    • Once the document is completed, we capture the submitted data and write it to CRM via a custom function. This data is used to update the original custom module where the process started, as well as the related Account, Deal, and Contact(s) relevant to that particular document

Code Share of the Week

  • Export an Analytics Dashboard with Widgets as HTML
    • When exporting a pivot view or chart via Analytics API as HTML, you are returned the HTML file directly. In the case of a dashboard, you are given a .zip file containing the HTML file along with .png files of any images or widgets on the dashboard. This snippet extracts the files from the .zip folder and converts the images/widgets into base64 text, and inserts them directly into the HTML, which can now be sent out as an email, for example.

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


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.