Jeremy Nagel jeznag
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| message_record = zoho.crm.getRecordById("twiliosmsextension0__Sent_SMS",message_id); | |
| if(lead_id != null) | |
| { | |
| update_payload = {"Last_SMS_received":message_record.get("Message")}; | |
| update_resp = zoho.crm.updateRecord("Leads",lead_id,update_payload); | |
| } | |
| if(contact_id != null) | |
| { | |
| update_payload = {"Last_SMS_received":message_record.get("Message")}; | |
| update_resp = zoho.crm.updateRecord("Contacts",contact_id,update_payload); |
jeznag
/ add_country_code.ds
Created
June 29, 2022 03:39
Set country code for phone number using Deluge script
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| lead_record = zoho.crm.getRecordById("Leads",lead_id); | |
| mobile = lead_record.get("Mobile"); | |
| mobile_without_numeric_characters = mobile.replaceAll("[^\\d+]*",""); | |
| // example: (03) 1245 1(11) | |
| // desired result: 031245111 | |
| country = lead_record.get("Country"); | |
| if(country == "Australia") | |
| { | |
| country_code = "+61"; | |
| } |
jeznag
/ automatically_close_tasks.ds
Created
May 23, 2022 23:51
automatically close tasks for a lead in Zoho CRM
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| outstanding_tasks_to_close = zoho.crm.getRelatedRecords("Tasks","Leads",lead_id); | |
| for each task in outstanding_tasks_to_close | |
| { | |
| if(task.get("Status") != "Completed") | |
| { | |
| update_payload = {"Status":"Completed"}; | |
| update_resp = zoho.crm.updateRecord("Tasks",task.get("id"),update_payload); | |
| } | |
| } |
jeznag
/ missed_call_to_lead.ds
Created
April 15, 2022 03:17
automatically create a new lead when a missed call comes in from an unknown number
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| call_record = zoho.crm.getRecordById("Calls",call_id); | |
| caller_phone_number = call_record.get("Subject").getSuffix("Missed call from "); | |
| new_lead_data = {"First_Name":"Unknown","Last_Name":"From missed call from " + caller_phone_number,"Phone":caller_phone_number,"Lead_Source":"Missed Call from unknown number"}; | |
| create_resp = zoho.crm.createRecord("Leads",new_lead_data); | |
| new_lead_id = create_resp.get("id"); | |
| update_call_payload = {"What_Id":new_lead_id,"$se_module":"Leads"}; | |
| update_resp = zoho.crm.updateRecord("Calls",call_id,update_call_payload); | |
| info update_resp; |
jeznag
/ gist:4b69e454c980bc494cfe09f7619427a1
Created
January 26, 2022 22:07
manipulate timezones in deluge script
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| contact_data = zoho.crm.getRecordById("Contacts", contact_id); | |
| owner_id = contact_data.get("Owner").get("id"); | |
| user_response = zoho.crm.getRecordById("users", owner_id); | |
| user_data = user_response.get("users").get(0); | |
| timezone = user_data.get("time_zone"); | |
| appointment_time = contact_data.get("Modified_Time"); | |
| appointment_time_in_user_timezone = appointment_time.toDateTime("yyyy-MM-dd'T'HH:mm:ss").toString("MMM dd hh:mm a", timezone); | |
| return appointment_time_in_user_timezone; |
jeznag
/ client_script_using_zoho_crm_api.js
Created
October 24, 2021 23:33
Using client script to retrieve data from the Zoho CRM API
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| const userId = $Crm.user.id; | |
| const userData = ZDK.Apps.CRM.Users.fetchById(userId); | |
| let phoneNumber = userData._phone; | |
| const twilioFromNumberRecords = ZDK.Apps.CRM.Twiliosmsextension0__Twilio_From_Numbers.searchByCriteria(`Owner:equals:${userId}`); | |
| if (twilioFromNumberRecords.length > 0) { | |
| phoneNumber = twilioFromNumberRecords[0]._Name; | |
| } |
jeznag
/ add_notes_when_sms_is_received_or_sent.ds
Created
October 24, 2021 22:14
Add notes to Zoho CRM lead/contact when an SMS is received or sent
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| sms_record = zoho.crm.getRecordById("twiliosmsextension0__Sent_SMS", sms_record_id); | |
| if (sms_record.get("Message_Type").startsWith("out")) { | |
| note_title = "Outbound SMS"; | |
| note_content = "Outbound SMS sent by " + sms_record.get("Owner").get("name") + ": " + sms_record.get("Message"); | |
| } else { | |
| note_title = "Inbound SMS"; | |
| note_content = "Inbound SMS received: " + sms_record.get("Message"); | |
| } |
jeznag
/ send_emails_standalone_function.ds
Created
October 12, 2021 04:28
Send templated emails from Zoho CRM using deluge script
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| config_map = configuration.toMap(); | |
| template_id = config_map.get("template_id"); | |
| to_email = config_map.get("to_email"); | |
| subject = config_map.get("subject"); | |
| from_name = config_map.get("from_name"); | |
| from_email = config_map.get("from_email"); | |
| module_name = config_map.get("module_name"); | |
| record_id = config_map.get("record_id"); | |
| org_email_address = config_map.get("org_email_address"); |
jeznag
/ fetch_unopened_zoho_sign_docs.ds
Created
October 2, 2021 07:57
Fetch unopened Zoho Sign docs deluge script
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| inprogress_document_results = invokeurl | |
| [ | |
| url :"https://sign.zoho.com/api/v1/requests?request_status=inprogress" | |
| type :GET | |
| connection: "zohosignconnection" | |
| ]; | |
| requests = inprogress_document_results.get("requests"); | |
| unopened_documents = list(); | |
| for each request in requests | |
| { |
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| try | |
| { | |
| if(error_message == null || error_message == "" || error_message.toString().length() < 5) | |
| { | |
| return; | |
| } | |
| // Put your DSN here | |
| dsn = "https://****@sentry.delugeonaluge.com/2"; | |
| processed_dsn = dsn.replaceAll("https://","").replaceAll("@",""); | |
| // Replace with the base URL (e.g. sentry.io/ ) |