Create a Zoho Books Sales Order from Zoho Desk through Zoho Creator

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In this video you'll learn the following:

1. How to create a custom url field in Zoho Desk

2. How to create an app in Zoho Creator to build a sales order (could be an estimate or invoice as well)

3. How to create a custom page in Zoho Creator with parameters to pre-populate an embedded form in the page

4. How to dynamically create a link in Zoho Desk to launch the Creator page to build the sales order

5. How to create a custom function in Creator to update a field from another workflow / function

6. How to create a custom function in Creator to build and create the sales order in Books and redirect to the sales order view in Zoho Books

Added bonus: Get the code we used to set this up!

Your Instructor

David Edkins
David Edkins

Course Curriculum

  Welcome to Learning about Zoho Desk, Zoho Books and Zoho Creator
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