In this video you'll learn how to create a Zoho workflow in Zoho CRM to update a deal record when the document gets signed.
** this video includes an important note related to Zoho workflows - and includes a fix for it.
theSignDoc = zoho.crm.getRecordById("zohosign__ZohoSign_Documents",id);
mp = Map();
There is a free function in the Zoho function Gallery that allows you to easily create a workflow that creates a new project based on a template in Zoho Projects when a deal / potential / opportunity is closed in Zoho CRM. In this video we show you how to set that up AND provide a bonus - what the free function doesn't do is associate the Zoho Project with the deal record in Zoho CRM. We include in this video the extra code (see below) to associate the two at the same time the project is being created.
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David Edkins is an expert of the Zoho platform.