haaag/zohoWidget

Small Widget written in Javascript to integrate external API with Zoho CRM

Zoho CRM & Widget Script

Description

Backend project, obviously not frontend ^_^

We had the need to show users, who work within the Potentials module, different options to choose from in a dynamic way, no need to force the user to refresh the webpage to see some new data. So, the best way to do this is obtaining the information by using GET and POST to an external API to Zoho. The user can select the data they need, send it to the external API, get the results and send them to Zoho to be processed.

And we try to imitate the zoho interface so that the user feels more comfortable. Sorry mobile users

Project Structure

├── app
│   ├── css
│   │   └── style.css
│   ├── js
│   │   ├── utilsCrm.js
│   │   ├── utils.js
│   │   ├── main.js
│   │   ├── crmuser.js
│   │   └── alerts.js
│   ├── translations
│   │   └── en.json
│   └── widget.html
├── dist
├── node_modules
└── server

Functions I used for this project

Deluge

deluge_function

---

Javascript

Register Listeners with EmbededApp

Subscribe to the EmbeddedApp onPageLoad event before initializing

• ZOHO.embeddedApp.on("PageLoad")

Here we get the id of the potential.

Initializing the widget.

• ZOHO.embeddedApp.init()

Invoke a Function

ZOHO.CRM.FUNCTIONS.execute

Name	Type	Description	Mandatory
func_name	String	Function Name	True
req_data	Object	Request Data	True

Return type: promise

---

Add Notes to a record

ZOHO.CRM.API.addNotes

Name	Type	Description	Mandatory
Entity	String	SysRefName of the module.	True
RecordID	Long	RecordID to associate the notes.	True
Title	String	Notes Title	True
Content	String	Notes Content	True

Return type: promise

---

Get list of all records in a module

ZOHO.CRM.API.getAllRecords

Name	Type	Description	Mandatory
Entity	String	SysRefName of the module.	True
Entitsort_order	String	To sort records. allowed values {asc or desc}	False
Entitconverted	String	To get the list of converted records	False
Entitapproved	String	To get the list of approved records	False
Entitpage	String	To get the list of records from the respective pages	False
Entitper_page	String	To get the list of records available per page	False

Return type: promise

---

Reference

JS SDK from Zoho CRM

TODO

• Add some description to deluge function.
• Add some dummy example data