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The CRM Zen Show Episode 237 – Every Desk You Take

Zoho News

Implementation of the Week

  • Merging Document/Report Templates via Writer API
    • In this implementation, our goal was to automate the generation of a pretty complicated PDF document by merging multiple templates together
    • The tricky part about this implementation is that not all PDFs are required in each case in the final document
    • Using the CRM, we provide a UI for the user to determine which components are necessary
    • Then, by running a custom function, our script can determine which components are necessary, run the merge for each, then combine them all into one document using the Writer API
    • Lastly, we attached the output PDF to the CRM record for easy access

Code Share of the Week

  • Updating Custom Fields in Zoho Finance 
    • This is an update/correction to a previous code share: Populate Custom Fields For Finance Records via Deluge.
    • In that code share, we said that the custom field API names only worked for reading data, but not for writing data. Turns out, you can. However, you still need to pass custom fields into your deluge API calls as a list of maps, where each map contains the API name and the value in two separate key-value pairs.

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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.