Expert Zoho
Custom Functions

Leverage Zoho’s powerful Deluge scripting to automate complex workflows and improve efficiency.

Automate repetitive tasks with custom workflows to streamline processes and save time.

Set up scheduled functions to fetch product updates, send reminders, or update data automatically.

Add custom buttons on record pages to trigger actions like converting a quote to an invoice instantly.

Implement conditional logic to execute specific workflows based on unique business requirements.

Automate data syncing across Zoho apps to ensure consistency and accuracy across all records.

CRM QuoteCRM Invoice

Converts a CRM quote into an invoice directly from the quote page using a custom button.

CRM QuoteCRM Purchase Order

Automatically generates a CRM purchase order from a CRM quote, streamlining the purchase process.

CRM QuoteBooks Sales Order

Creates a Books sales order from a CRM quote to help manage orders and inventory efficiently.

CRM QuoteBooks Invoice

Transforms a CRM quote into a Books invoice, keeping records synchronized across platforms.

Books Invoice PaidCRM Update Opportunity

Updates the CRM opportunity status automatically when a Books invoice is marked as paid.

Tracking Number EnteredEmail Customer

Triggers an automated email to the customer with their tracking information once it is entered in Books.

Vendor FeedCRM Update Vendor Products

Automates the update process for vendor products in CRM, ensuring accurate and current product data.

CRM Create QuoteCRM Sync to Opportunity

Syncs newly created quotes directly to their related CRM opportunities, maintaining consistency.

CRM Manually Sync ProductBooks

Allows for manual synchronization of product data from CRM to Books for precise inventory management.

CRM Manually Sync CustomerBooks

Provides the option to manually import customer records from CRM into Books for accurate record-keeping.