Premium Only Content

2022: Learn how to create a sales order in Zoho Books from a link in Zoho Desk via Zoho Creator
Become a member today: https://www.zocademy.com/p/zoho-training-all-access
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
There's a lot here...so you will learn a ton about how Zoho apps can be creatively connected.
Get the code shown in the video by enrolling in the matching Zocademy link: https://www.zocademy.com/p/create-a-zoho-books-sales-order-from-zoho-desk-through-zoho-creator?src=rumble
Link to start your free trial of Zoho ONE: https://www.edkinsgroup.com/zoho-free-trial.html
The Rumble Zocademy channel is meant to provide educational information regarding business best practices with an emphasis on the Zoho Platform. Our objective is to empower people like yourself to learn how to get more done with less.
We also have a website where you can purchase mini-courses to learn more in depth. We also offer memberships. The memberships include access to all mini-courses each month.
Feel free to visit at: www.zocademy.com
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