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!