Hi Lee, thanks for your videos. I tried to connect Creator and Books via OAuth and failed, though it does not look like a complicated task. Probably you could make another nice video how it is could be done. Actually I have a task to fetch sales orders and converted (!) purchase orders including bills and invoices finally (in regard to the specific SO), a kind of a summary list (SO --> PO -->Shipment --> Bill --> Invoicing). I tried to use the Flow but I can't find there how to fetch a PO, which has been converted from the specific SO. Probably you could help me with this... Thank you Kind regards, Victoria
Is it possible for creator to connect with Evernote? I would like a workflow to create a note when a record is created. Also is it possible to create a record template for a collection of records like a statement of invoices on a single PDF?
Hi Ben, good questions! To answer: 1) Possible, though this specific case (Evernote) is complex. Unlike most services wherein connections through Creator are quite straightforward, Evernote seems to lack a RESTful API (in short, this is an interface that allows for easy connectivity between platforms). For this to be done within Creator, a NodeJS function would need to be used, using the Evernote SDK (toolset). An alternative would be to create a proxy API server to handle these requests. In short, this would require a lot of code but is possible! 2) Creator can definitely do this out-of-the-box. You can create a List Report to get the specific invoices you want (be it monthly invoices, weekly invoices, all invoices, etc.) and then can export the report from Creator directly. If you want to automate this, you can achieve this with Scheduled Reports. I did a video on this in my Creator Basics series already, and even included the code to send a list report via email as a PDF: th-cam.com/video/SNMmpkJbYpA/w-d-xo.html
This is precisely my question too. Integrating them is ok, is pulling the data into Zoho Creator and limiting the views depending on what user is looking on the Creator Portal that I am stuck on. Any ideas would really help.
@@gabrielcavaller4724 Hi, I used the integration field while editing the form and I used the CRM option, it allows you to fetch data from any place in your CRM, apparently it allows you to search any item by they code, name, etc.
![Zoho Creator Basics [PART 13] - Pivot Tables - Function Dynamic](http://i.ytimg.com/vi/zkLunokTyHo/mqdefault.jpg)
![Zoho Creator Basics [PART 13] - Pivot Tables - Function Dynamic](/img/tr.png)
Hello Mr. Lee, good video lectures , keep doing them. Can you do series of videos in zoho flow also, specially with webhooks.
Hi Lee, thanks for your videos. It is possible to integrate applications outside of the Zoho application suite through APIs or Rest APIS?
Hi Lee, thanks for your videos. I tried to connect Creator and Books via OAuth and failed, though it does not look like a complicated task. Probably you could make another nice video how it is could be done.
Actually I have a task to fetch sales orders and converted (!) purchase orders including bills and invoices finally (in regard to the specific SO), a kind of a summary list (SO --> PO -->Shipment --> Bill --> Invoicing). I tried to use the Flow but I can't find there how to fetch a PO, which has been converted from the specific SO.
Probably you could help me with this...
Thank you
Kind regards,
Victoria
Is it possible for creator to connect with Evernote? I would like a workflow to create a note when a record is created. Also is it possible to create a record template for a collection of records like a statement of invoices on a single PDF?
Hi Ben, good questions! To answer:
1) Possible, though this specific case (Evernote) is complex. Unlike most services wherein connections through Creator are quite straightforward, Evernote seems to lack a RESTful API (in short, this is an interface that allows for easy connectivity between platforms). For this to be done within Creator, a NodeJS function would need to be used, using the Evernote SDK (toolset). An alternative would be to create a proxy API server to handle these requests. In short, this would require a lot of code but is possible!
2) Creator can definitely do this out-of-the-box. You can create a List Report to get the specific invoices you want (be it monthly invoices, weekly invoices, all invoices, etc.) and then can export the report from Creator directly. If you want to automate this, you can achieve this with Scheduled Reports. I did a video on this in my Creator Basics series already, and even included the code to send a list report via email as a PDF: th-cam.com/video/SNMmpkJbYpA/w-d-xo.html
Can Zoho Creator integrate with custom fields in Zoho Books?
Yes, this can definitely be done! I made a video guide on how to set this up here: th-cam.com/video/kmwVC67Vq54/w-d-xo.html
Thanks for the question!
Hi there, is there anyway to integrate zoho crm with zoho creator? And if so, is there anyway to delimit the search by name, code, etc?
This is precisely my question too. Integrating them is ok, is pulling the data into Zoho Creator and limiting the views depending on what user is looking on the Creator Portal that I am stuck on. Any ideas would really help.
@@gabrielcavaller4724 Hi, I used the integration field while editing the form and I used the CRM option, it allows you to fetch data from any place in your CRM, apparently it allows you to search any item by they code, name, etc.