Zoho CRM+Creator Dynamic Task Creation

Project Description

Zoho CRM+Creator Dynamic Task Creation – Project Summary

An application created in Zoho CRM and Creator that makes use of Deluge, Zoho CRM API, Custom functions and workflow rules to dynamically create and assign tasks to different users based on an event. For example user goes to Sales Opportunity module, opens a record and on selecting a value from a particular dropdown, workflow rules are fired that create a number of tasks related to the selected dropdown value. Tasks are assigned to a particular user based on meta-data stored inside a Creator View.

Technical Components

CRM Custom Functions, Workflow rules, Deluge, Zoho CRM API
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