Created
October 24, 2021 22:14
-
-
Save jeznag/53daf8ee6cba338a31a3d5240fc057a4 to your computer and use it in GitHub Desktop.
Add notes to Zoho CRM lead/contact when an SMS is received or sent
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
sms_record = zoho.crm.getRecordById("twiliosmsextension0__Sent_SMS", sms_record_id); | |
if (sms_record.get("Message_Type").startsWith("out")) { | |
note_title = "Outbound SMS"; | |
note_content = "Outbound SMS sent by " + sms_record.get("Owner").get("name") + ": " + sms_record.get("Message"); | |
} else { | |
note_title = "Inbound SMS"; | |
note_content = "Inbound SMS received: " + sms_record.get("Message"); | |
} | |
if (sms_record.get("LeadName") != null) { | |
record_id = sms_record.get("LeadName").get("id"); | |
module_name = "Leads"; | |
} else if (sms_record.get("ContactName") != null) { | |
record_id = sms_record.get("ContactName").get("id"); | |
module_name = "Contacts"; | |
} else if (sms_record.get("twiliosmsextension0__DealName") != null) { | |
record_id = sms_record.get("twiliosmsextension0__DealName").get("id"); | |
module_name = "Deals"; | |
} | |
notesMap = { | |
"Parent_Id": record_id, | |
"Note_Title": note_title, | |
"Note_Content": note_content, | |
"$se_module": module_name | |
}; | |
response = zoho.crm.createRecord("Notes", notesMap); |
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment