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The CRM Zen Show Episode 289 – Highway To Health

Zoho News

Implementation of the Week

  • Zoho Creator Payment Form Integration with
    • In this implementation, our goal was to provide our client with an easy way to take credit card payments over the phone using their existing account, integrated into their Creator workflow
    • First, we created a form in Creator that the client can use to initiate the process, capturing the customer info and information about the specific purchase being made
    • Upon confirmation of the data in this form, Creator generates a unique payment URL in and opens this URL in a new tab for the user
    • This payment URL is also stored within the original Creator form, allowing us to connect the two forms
    • The newly opened page allows the user to enter the credit card information securely and run the transaction
    • Upon completion of the transaction, sends a webhook notifying Zoho, and we parse the data to update the original Creator form accordingly

Code Share of the Week

  • Zoho Sign Embedded Signing Link
    • Sometimes after creating a Zoho Sign Document, you may need to generate an embedded link to Sign the new document in person or on behalf of a recipient. While there is an action type for an “In-person signer”, in order to use the generated signing link, a user needs to be logged in to Zoho Sign. There is a second option, that will generate a one-time use link that will take you directly to the signing page for a document without needing to be logged in. It is essentially the same link that a recipient would receive in the automated Sign email, generated through an API Call.

New On Zenatta

Tips and Tricks

AZAAZ – Question of The Week

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.