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The CRM Zen Show Episode 297 – Learn 2 Avoid SCORMy Weather

Zoho News

Implementation of the Week

  • Automated Enablement of Customer Bank Payments in Zoho Books
    • In this implementation, our goal was to automate the activation of Bank payments for customers in Zoho Books
    • By default, bank payments are not enabled for Customers. But as a general rule of thumb, if a client has ACH enabled (via Stripe) for their Invoices, it is preferable for a client to pay via ACH rather than credit card
    • In this particular instance, most Zoho Books Customers are created via the CRM integration. This is important to note because Customers created this way do not trigger ZBooks workflows.
    • To solve for this, we added a SQL table in Zoho Analytics that shows any Customers without bank payments enabled
    • Lastly, we added a scheduled function that checks this list every 3 hours, and activates bank payments for all listed Customers

Code Share of the Week

  • Generating API Credentials for Zoho to use in a 3rd Party App
    • You may have a webmaster who wants to write code on your wordpress site that needs to make calls to your Zoho account. This could include pulling product information from Zoho Inventory, or Account information for a customer portal. In that case, your webmaster will need credentials generated by you to make API calls.   This codeshare walks you through exactly how to do all of this.

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Question of the Week (AZAAZ)

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.