Zoho CRM: Update Opportunity Type as New or Existing Business

: Category: Zoho CRM; 20 February 2026; Hits: 6

What?
A quick article on how to get Zoho CRM to update the deal or opportunity type field with "New Business" or "Existing Business" depending on whether this won opportunity is the second time for this account.

Why?
Mainly for reporting purposes. We want ZohoCRM to report on what is repeat business and what is new business. As part of a process, you could get your staff to update the opportunity "Type" to "Existing Business" or "New Business" at the time they update the stage to "Closed Won". If you'd rather that staff don't have to remember to do this, then this snippet of code is for you.

How?
Note that here, the term "opportunity" is synonymous with the "deal". At time of print, the current workflow system won't let you do this without a bit of code. To be specific, we only want the opportunity type to be updated to "Existing Business" if the opportunity is the second "Won" opportunity against this account.

To do this, we will need a specific workflow that picks up the change in status at the sales order level and where the sales order has been completed (fulfilled or invoiced). This will then see if any other opportunities were won against this account and then update the opportunity related to this sales order.

the Workflow

Login to Zoho CRM as an administrator
Go to Setup > Automation > Workflow Rules > Create Rule
Set "Record Type" to "Sales Orders" and "Rule Name" to something like "Sales Orders - On Complete"
Execute this workflow based on "Record Action" > "Edit" > "Specific Field(s) Get Modified" > tick the "Repeat every time" > Criteria is "When Status is modified to the value ..." then list all complete statuses of a sales order.
Condition 1 is that the status must match one of the complete statuses of the sales order.
Under "Instant action", select "Function" > "Configure Function" > "Write your own"
Give it a displayed name such as "Fn - Sales Orders - On Complete"
Give it a function name, I'm calling mine: fn_SalesOrders_OnComplete
Paste in the function below
In the rightmost bar, you will see a pair of tabs one which has (x) and the tooltip "Arguments" click on this
1. Type p_SoID in the first field
2. In the second field type the hash/pound sign # and select "Sales Orders" then "Sales Order Id"

the Code

copy raw

void automation.fn_SalesOrders_OnComplete(Int p_SoID)
{
/* *******************************************************************************
	Function:       void automation.fn_SalesOrders_OnComplete(int p_SoID)
	Label:          Fn - Sales Orders - On Complete
	Trigger:        Workflow when a sales order is completed
	Purpose:		To update the opportunity type to existing or new business
	Inputs:         int p_SoID (the sales order zoho id)
	Outputs:        -

	Date Created:   2026-02-17 (Joel Lipman)
					- Initial release
					- Counts opps against this account and updates the field for this opp
	Date Modified:	???
					- ???

	More Information:
					Any information that may help

	******************************************************************************* */
	//
	// initialize
	v_ThisDealID = "0";
	v_ThisAccountID = "0";
	v_ThisContactID = "0";
	v_CountWonOpps = 0;
	//
	// add in what sales orders you consider "closed won"
	l_CompletedSOStatuses = List();
	l_CompletedSOStatuses.add("Partially Fulfilled");
	l_CompletedSOStatuses.add("Fulfilled");
	l_CompletedSOStatuses.add("Partially Invoiced");
	l_CompletedSOStatuses.add("Invoiced");
	//
	// get sales order record
	r_SoDetails = zoho.crm.getRecordById("Sales_Orders",p_SoID);
	//
	// check status of sales order is a completed one (can be done in workflow but this is a double-check)
	if(l_CompletedSOStatuses.containsIgnoreCase(r_SoDetails.get("Status")))
	{
		if(!isNull(r_SoDetails.get("Deal_Name")))
		{
			v_ThisDealID = r_SoDetails.get("Deal_Name").get("id");
		}
		if(!isNull(r_SoDetails.get("Account_Name")))
		{
			v_ThisAccountID = r_SoDetails.get("Account_Name").get("id");
		}
		if(!isNull(r_SoDetails.get("Contact_Name")))
		{
			v_ThisContactID = r_SoDetails.get("Contact_Name").get("id");
		}
		info v_ThisContactID;
		//
		// set ordered criteria
		m_SortCriteria = Map();
		m_SortCriteria.put("sort_by","id");
		m_SortCriteria.put("sort_order","desc");
		m_SortCriteria.put("fields","id,Status,Deal_Name");
		//
		// count opportunities against this account (B2B)
		r_SearchAccountDeals = zoho.crm.getRelatedRecords("Deals","Accounts",v_ThisAccountID,1,200,m_SortCriteria);
		l_SearchAccountDeals = ifnull(r_SearchAccountDeals,List());
		if(l_SearchAccountDeals.size() > 0)
		{
			for each  m_RelatedDeal in l_SearchAccountDeals
			{
				v_RelatedDealStage = ifnull(m_RelatedDeal.get("Stage"),"");
				v_RelatedDealId = ifnull(m_RelatedDeal.get("id"),"");
				//
				if(v_RelatedDealStage.containsIgnoreCase("Closed Won") && v_RelatedDealId != v_ThisDealID)
				{
					v_CountWonOpps = v_CountWonOpps + 1;
				}
			}
		}
		//
		// account field was blank?
		// count opportunities against this contact (B2C)
		if(v_CountWonOpps == 0 && v_ThisAccountID == "0")
		{
			r_SearchContactDeals = zoho.crm.getRelatedRecords("Deals","Contacts",v_ThisContactID,1,200,m_SortCriteria);
			l_SearchContactDeals = ifnull(r_SearchContactDeals,List());
			if(l_SearchContactDeals.size() > 0)
			{
				for each  m_RelatedDeal2 in l_SearchContactDeals
				{
					v_RelatedDealStage2 = ifnull(m_RelatedDeal2.get("Stage"),"");
					v_RelatedDealId2 = ifnull(m_RelatedDeal2.get("id"),"");
					//
					if(v_RelatedDealStage2.containsIgnoreCase("Closed Won") && v_RelatedDealId2 != v_ThisDealID)
					{
						v_CountWonOpps = v_CountWonOpps + 1;
					}
				}
			}
		}
		//
		// update the opp
		if(v_CountWonOpps > 0)
		{
			m_UpateOpp = Map();
			m_UpateOpp.put("Type","Existing Business");
			r_UpdateOpp = zoho.crm.updateRecord("Deals",v_ThisDealID,m_UpateOpp);
			info r_UpdateOpp;
		}
		else 
		{
			info "This is the first complete sales order so the opportunity type here is still 'New Business'.";
		}
	}
	else
	{
		info "This Sales Order is not considered complete so it will not update the opportunity.";
	}
}

void automation.fn_SalesOrders_OnComplete(Int p_SoID)
{
/* *******************************************************************************
Function: void automation.fn_SalesOrders_OnComplete(int p_SoID)
Label: Fn - Sales Orders - On Complete
Trigger: Workflow when a sales order is completed
Purpose: To update the opportunity type to existing or new business
Inputs: int p_SoID (the sales order zoho id)
Outputs: -
Date Created: 2026-02-17 (Joel Lipman)
- Initial release
- Counts opps against this account and updates the field for this opp
Date Modified: ???
- ???
More Information:
Any information that may help
******************************************************************************* */
//
// initialize
v_ThisDealID = "0";
v_ThisAccountID = "0";
v_ThisContactID = "0";
v_CountWonOpps = 0;
//
// add in what sales orders you consider "closed won"
l_CompletedSOStatuses = List();
l_CompletedSOStatuses.add("Partially Fulfilled");
l_CompletedSOStatuses.add("Fulfilled");
l_CompletedSOStatuses.add("Partially Invoiced");
l_CompletedSOStatuses.add("Invoiced");
//
// get sales order record
r_SoDetails = zoho.crm.getRecordById("Sales_Orders",p_SoID);
//
// check status of sales order is a completed one (can be done in workflow but this is a double-check)
if(l_CompletedSOStatuses.containsIgnoreCase(r_SoDetails.get("Status")))
{
if(!isNull(r_SoDetails.get("Deal_Name")))
{
v_ThisDealID = r_SoDetails.get("Deal_Name").get("id");
}
if(!isNull(r_SoDetails.get("Account_Name")))
{
v_ThisAccountID = r_SoDetails.get("Account_Name").get("id");
}
if(!isNull(r_SoDetails.get("Contact_Name")))
{
v_ThisContactID = r_SoDetails.get("Contact_Name").get("id");
}
info v_ThisContactID;
//
// set ordered criteria
m_SortCriteria = Map();
m_SortCriteria.put("sort_by","id");
m_SortCriteria.put("sort_order","desc");
m_SortCriteria.put("fields","id,Status,Deal_Name");
//
// count opportunities against this account (B2B)
r_SearchAccountDeals = zoho.crm.getRelatedRecords("Deals","Accounts",v_ThisAccountID,1,200,m_SortCriteria);
l_SearchAccountDeals = ifnull(r_SearchAccountDeals,List());
if(l_SearchAccountDeals.size() > 0)
{
for each m_RelatedDeal in l_SearchAccountDeals
{
v_RelatedDealStage = ifnull(m_RelatedDeal.get("Stage"),"");
v_RelatedDealId = ifnull(m_RelatedDeal.get("id"),"");
//
if(v_RelatedDealStage.containsIgnoreCase("Closed Won") && v_RelatedDealId != v_ThisDealID)
{
v_CountWonOpps = v_CountWonOpps + 1;
}
}
}
//
// account field was blank?
// count opportunities against this contact (B2C)
if(v_CountWonOpps == 0 && v_ThisAccountID == "0")
{
r_SearchContactDeals = zoho.crm.getRelatedRecords("Deals","Contacts",v_ThisContactID,1,200,m_SortCriteria);
l_SearchContactDeals = ifnull(r_SearchContactDeals,List());
if(l_SearchContactDeals.size() > 0)
{
for each m_RelatedDeal2 in l_SearchContactDeals
{
v_RelatedDealStage2 = ifnull(m_RelatedDeal2.get("Stage"),"");
v_RelatedDealId2 = ifnull(m_RelatedDeal2.get("id"),"");
//
if(v_RelatedDealStage2.containsIgnoreCase("Closed Won") && v_RelatedDealId2 != v_ThisDealID)
{
v_CountWonOpps = v_CountWonOpps + 1;
}
}
}
}
//
// update the opp
if(v_CountWonOpps > 0)
{
m_UpateOpp = Map();
m_UpateOpp.put("Type","Existing Business");
r_UpdateOpp = zoho.crm.updateRecord("Deals",v_ThisDealID,m_UpateOpp);
info r_UpdateOpp;
}
else
{
info "This is the first complete sales order so the opportunity type here is still 'New Business'.";
}
}
else
{
info "This Sales Order is not considered complete so it will not update the opportunity.";
}
}

Additional Notes:

This is for complete sales orders. If you need to trigger this at the invoice level, then you will need to change the workflow to trigger when the invoice reaches a certain status and modify the code above to reflect this.

Category: Zoho CRM :: Article: 1723