Search records by PDC in Zoho CRM
Zoho Creator and Zoho CRM have been integrated for efficient usability purposes. We have developed tasks in Zoho Creator to perform automatic actions in Zoho CRM, which would otherwise require manual execution. For example, you can search for records in Zoho CRM based on pre-defined column names and populate them in Zoho Creator Form fields for further action. You can specify the Module Name in which you want to search the records along with the pre-defined column name and it's value. This can be achieved using zoho.crm.searchRecordsByPDC() task in Zoho Creator.
Use Case Scenario
Let's say we need to fetch all "Test Accounts" in the "Accounts" module. The "account name" is a pre-defined column in Accounts module, hence a condition with column name as accountname and value as test will fetch all the test accounts. This can be achieved by using the searchRecordsByPDC() task. Further details on how to execute this task are explained below.
<response>=zoho.crm.searchRecordsByPDC(<module_name>, <criteria_column_name>, <criteria_column_value>)
is the response returned as MAP by Zoho CRM.
is the name of the CRM module, of STRING datatype, where the records will be searched for. Following is the list of supported modules.
is the specified Modules's pre-defined column name, of STRING datatype, where the values will be searched for. Following is the list of pre-defined column names for each Module.
is the specified pre-defined column name's value.
To fetch all Accounts having "test" as account name, add the following script in the required workflow section of your Zoho Creator Form:
response=zoho.crm.searchRecordsByPDC("Accounts", "accountname", "test");
The response returned is of the following format:
"Account Number":"0","Created By":"ZohoTest","ACCOUNTID":"380146000000055003","MODIFIEDBY":"380146000000041003",
"Annual Revenue":"0","Created Time":"2011-07-26 13:59:03","Modified By":"ZohoTest","SMOWNERID":"380146000000041003",
"SMCREATORID":"380146000000041003","Modified Time":"2011-07-26 13:59:03"}
CRM Tasks can be executed only in accounts which are under Flexible and Unlimited Plans. Accounts under Free Plan, kindly upgrade to use CRM tasks. For more details scroll down to Integration and Web Data on the pricing page.