Automatically create structured Client folders in Zoho WorkDrive from Zoho CRM

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  • เผยแพร่เมื่อ 19 ต.ค. 2024

ความคิดเห็น • 19

  • @lee-austco
    @lee-austco ปีที่แล้ว

    Another excellent and informative video Hugh, keep them coming 👍

  • @jaoltr
    @jaoltr 6 หลายเดือนก่อน

    Thanks, mate! Great content, great video 🔥 Appreciate the info and effort. Super useful for Zoho One customers

    • @squarelabs
      @squarelabs  6 หลายเดือนก่อน

      Thanks, glad you found it helpful!

  • @100.M.E
    @100.M.E 4 หลายเดือนก่อน

    Hi its not working .. showing error 19 contacts id

    • @squarelabs
      @squarelabs  4 หลายเดือนก่อน

      Hi, What function from the 3 used in the video are you failing on? Can you please provide the full error you received.

    • @100.M.E
      @100.M.E 4 หลายเดือนก่อน

      I have created the folder but name is ending up NULL NULL. can you please help

    • @100.M.E
      @100.M.E 4 หลายเดือนก่อน

      All good. I saw your video again and it has been sorted. is there any way to create multiple sub folders in client's folder?

    • @squarelabs
      @squarelabs  4 หลายเดือนก่อน +1

      Hi, Glad you got it working. Yes you can create multiple subfolders you just need to retrieve the ID of the folder you just created.
      Create your Deal Folder and then save the Id of the newly created folder and loop through a sub folder list to create multiple folders within that folder.
      createDealWorkdriveFolder = zoho.workdrive.createFolder(dealMap.get("Deal_Name"),dealParentWorkdriveFolderId,"workdrive_connection");
      dealWorkdriveFolderId = createDealWorkdriveFolder.get("data").get("id");
      subFolderList = {"Folder 1","Folder 2","Folder 3"};
      for each folder in subFolderList
      {
      createWorkdriveFolder = zoho.workdrive.createFolder(folder,dealWorkdriveFolderId,"workdrive_connection");
      }
      Hope that helps.

    • @100.M.E
      @100.M.E 4 หลายเดือนก่อน

      @@squarelabs i just ant to create it under client folder. So can i use this code by replacing Deal with client

  • @desolateones
    @desolateones 3 หลายเดือนก่อน

    I have tried everything but I continually hit a wall with the first code so i can't go any further. This is the fault I get. } Failed to save the function
    Variable 'contactId' is not defined Line Number: 6. I have no idea what it means :(

    • @squarelabs
      @squarelabs  3 หลายเดือนก่อน

      Hi, Sounds like you have forgotten to set your functions arguments. follow the steps at 4:24 to set contactId argument for the function.

    • @desolateones
      @desolateones 3 หลายเดือนก่อน

      Hi there. I tried all that but still no luck. I'm not sure where I am going wrong... :-(

    • @squarelabs
      @squarelabs  3 หลายเดือนก่อน

      If you are receiving the same error "Variable 'contactId' is not defined Line Number: 6" This is because there is something wrong with the functions argument, it needs to be exactly the same as whats used in the function so please check that it is exactly the same as 'contactId'.
      If you are still having issues feel free to email a screenshot of your entire function / argument showing the error to hello@squarelabs.com.au and ill have a look for you to see if I can locate the issue.

    • @desolateones
      @desolateones 3 หลายเดือนก่อน

      @@squarelabs Thanks I have sent you an email :)