... to create and update an estimate as well as read settings and contacts.
I have a connection called "zcrm" which has the necessary scope(s) to read from and write to a CRM quote record.
The code: ...
... This is a "zcrm_" prefixed ID of the user who owns the attachment.
Modified By Id: This is a "zcrm_" prefixed ID of the user who modified the attachment.
Created By Id: This is a "zcrm_" prefixed ID of ...
... = zoho.crm.searchRecords("Accounts","Account_Name:equals:" + v_SchoolName,1,10,m_Blank,"zcrm");
for each r_School in l_SchoolSearch
{
// check no search error and valid records are returned
if(!isnull(r_School.get("id")))
{
// ...
... type :GET
connection:"zcrm"
];
f_FileRequest.setParamName("file");
f_FileRequest.setFileName(r_QuoteDetails.get("Subject") + ".pdf");
//
// get a greeting name
...
... the following request to create a Sales Order in Zoho Books would be enough:
{
"date": "2021-09-08",
"zcrm_potential_id": "123456789012345678",
"currency_code": "GBP",
"reference_number": "Salespersons ...
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