Скачать или смотреть [*2025 Update]: Automagically create Zoho Project with particular template based on CRM deal type

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We posted a video five years ago showing how to use a Zoho function to create a Zoho Project when the deal is marked closed won.

We received a comment on that video asking how to have it create a project with a particular template based on the type of deal that was won.

Thought what a great question...so created this video to answer that...

Enjoy.

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Here is the code to copy and paste into your Zoho:

void automation.createProjectByTemplate(Int id)
{
// grab an id from an existing deal to test with
// id = 7041465000000841918;
theDeal = zoho.crm.getRecordById("Deals",id);
projectName = theDeal.get("Deal_Name");
portalName = "demo6edkinsgroup";
description = theDeal.get("Description");
startDate = theDeal.get("Start_Date");
endDate = theDeal.get("End_Date");
// get the template based on what type of deal it is
if(theDeal.get("Resi_Comm") == "Residential")
{
templateID = "2578341000000233003";
}
else if(theDeal.get("Resi_Comm") == "Commercial")
{
templateID = "2578341000000342003";
}
// create the map to fill out the fields
createMap = Map();
// populate the fields to create the project
createMap.put("name",projectName);
createMap.put("start_date",startDate.toString("MM-dd-yyyy"));
createMap.put("end_date",endDate.toString("MM-dd-yyyy"));
createMap.put("template_id",templateID);
// create the project
createProject = zoho.projects.createProject(portalName,createMap,"associateprojects");
// check if it worked
info createProject;
// tie to deal
mp = Map();
mp.put("name",projectName);
datalist = List();
datalist.add(mp);
datamp = Map();
datamp.put("data",datalist);
resp2 = invokeurl
[
url :"https://www.zohoapis.com/crm/v2/Deals/" + id + "/Zoho_Projects/" + createProject.getJSON("projects").getJSON("id")
type :POST
parameters:datamp.toString()
connection:"associateprojects"
];
info resp2;
}

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