ZOHO CRM Zoho ONE CUSTOM SCRIPT
Budget: €30 – €250 EUR
Hello.
I currently operate Zoho One in which I primarily use Zoho Books, Zoho CRM and Zoho Analytics. I do use other apps too.
I would like a custom script building in Zoho. I will explain the steps: -
I first create a Sales Order in Zoho Books, I add my Items to this Sales Orders. I then Convert the Sales Order into an Invoice.
Once the Sales Order has been Converted into an Invoice I DO NOT want the Custom Script to be executed. However, when I update the Status of the Invoice as Sent, Paid, Void etc, I want the script to Execute whereby a Deal is automatically created in Zoho CRM. I want the Deal to be Associated with the Invoice and Sales Order. Once the Invoice has been marked as Sent Status, the Pipeline in CRM status can be marked as Closed Won. If the Invoice is marked as Paid the Deal pipeline can be marked as Closed Won in CRM. If the Invoice is marked as Void Status in Zoho Books, Zoho CRM pipeline status can be marked as Closed Lost.
The script may need to work a bit differently, but we can discuss this and arrive at a way forward.
You would need to fully test the script to make sure it works. I will also need you to make any future revisions or updates to the script if Zoho make any changes to their system which will lead to us having bugs which will require a fix.
I require that all communications are private and confidential. The work undertaken is my exclusive property and cannot be trade, sold or otherwise to third parties. The work must be done on time and your bid price must be your final price for the work. You will need to speak perfect English. I prefer to not deal with people who use automatic bidding software for the job. I do not want this project listing in people's portfolios.
Thank you.
I currently operate Zoho One in which I primarily use Zoho Books, Zoho CRM and Zoho Analytics. I do use other apps too.
I would like a custom script building in Zoho. I will explain the steps: -
I first create a Sales Order in Zoho Books, I add my Items to this Sales Orders. I then Convert the Sales Order into an Invoice.
Once the Sales Order has been Converted into an Invoice I DO NOT want the Custom Script to be executed. However, when I update the Status of the Invoice as Sent, Paid, Void etc, I want the script to Execute whereby a Deal is automatically created in Zoho CRM. I want the Deal to be Associated with the Invoice and Sales Order. Once the Invoice has been marked as Sent Status, the Pipeline in CRM status can be marked as Closed Won. If the Invoice is marked as Paid the Deal pipeline can be marked as Closed Won in CRM. If the Invoice is marked as Void Status in Zoho Books, Zoho CRM pipeline status can be marked as Closed Lost.
The script may need to work a bit differently, but we can discuss this and arrive at a way forward.
You would need to fully test the script to make sure it works. I will also need you to make any future revisions or updates to the script if Zoho make any changes to their system which will lead to us having bugs which will require a fix.
I require that all communications are private and confidential. The work undertaken is my exclusive property and cannot be trade, sold or otherwise to third parties. The work must be done on time and your bid price must be your final price for the work. You will need to speak perfect English. I prefer to not deal with people who use automatic bidding software for the job. I do not want this project listing in people's portfolios.
Thank you.