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The CRM Zen Show Episode 286 – Zapier? I Hardly Writer!

Zoho News

Implementation of the Week

  • Zoho Creator Inventory Counting Application to Extend Zoho Inventory Functionality
    • In this implementation, our goal was to provide our client with an easy way for their warehouse managers to provide up-to-date inventory counts and automate the reconciliation of those counts to Inventory
    • To accomplish this, we first set up various warehouses where stock resides, and defined the manager of each warehouse
    • Then, we set up a Creator form where, when the warehouse is selected, the form pulls in all Products associated with that warehouse into a master list on the form
    • The warehouse manager inputs the correct count for each item, and submits this form once completed
    • Then, an automation runs to create an Inventory Adjustment record in Zoho Inventory for this particular warehouse
    • The form is automatically sent to each warehouse manager on a monthly basis when it is time for them to run their count

Code Share of the Week

  • How I Handle Errors & Info in Zoho Deluge
    • Here at Zenatta, we’re pretty darn good, but not perfect. Even our code breaks sometimes. In those times, you want good error handling so that you can figure out what’s going on ASAP and get your team back up and running.
    • We start any function by creating 3 maps for error statements, info statements, and warning statements. As we write the code we add to these maps so that we can get an easy and clear picture of my code’s performance at the end.

This Week’s Read

New On Zenatta

Tips and Tricks

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.