Join The Community Sign Up For Club Zenatta

Article Read Time:

2 Min

Stay Connected

The CRM Zen Show Episode 279 – Yer A Wizard, Zoho

Zoho News

Implementation of the Week

  • Automated Contractor Bill Generation via CRM Scheduled Function
    • In this implementation, our goal was to set up an automation to manage the sign-off and billing process for contractors working for our client
    • First, we build functionality in the CRM for time to be tracked by Contractors against various Deals (Engagements)
    • Then, we run a monthly scheduled function that aggregates all time-entries from the previous month, formats them into a document, and sends this document to each Contractor for confirmation via e-sign
    • Upon signing, a Bill record is generated in Zoho Books under the appropriate Vendor record for each Contractor

Code Share of the Week

  • Update a View’s Sharing Details in Zoho Analytics
    • This is a newly released API endpoint from the Zoho Analytics team that allows you to updating the sharing rules for a given view. This would be useful for automatic sharing of certain views to roles within your organization. This could be used to create automations to set up view sharing based on roles/profiles in the CRM, ensuring that your employees automatically have access to the reports they need. 

This Week’s Read

New On Zenatta

Tips and Tricks

  • Using The Zoho Creator Extension In Zoho CRM
    • In this week’s tip, Josh covers the intricacies of integrating Zoho Creator with Zoho CRM using the Zoho Marketplace extension. 
    • Learn how to view and manage Creator records within your CRM, create related lists, and optimize your workflow with this powerful extension.

This Week’s Quizzes

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.