Tuesday, January 3, 2017
Monday, December 12, 2016
Woocommerce Zoho CRM Integration
Woocommerce Zoho CRM integration is a plugin which is built on top of Woocommerce help easily synchronize Woocommerce customers and orders with lead and account and contact of Zoho CRM.
Features
Configuration
Fields Mapping for Woocommerce Zoho CRM Integration
Woocommerce Zoho CRM Integration report
Woocommerce Zoho CRM Integration supports Woocommerce 2.2.x version.Road map
- Synchronize Product of Woocommerce to Product in Zoho CRM
- Synchronize Order of Woocommerce to Order in Zoho CRM
- Extend Rest api of Woocommerce for bi-direction synchronization
INSTALL PLUGIN
Friday, December 2, 2016
Create and Manage HR Documents from ZOHO Creator
Managing your HR processes can be a daunting task. From collecting new employee information, tracking time off, and handling payroll, there is a lot to keep track of and a lot of documentation to go along with it. No sweat! There’s a great tool called ZOHO Creator and you can build a customized HR app that allows you to manage all of your HR data across your entire business. Then, combined with WebMerge you can generate employee contracts, insurance applications, state forms, and more.
In this example we’re going to show you how you can generate new employee intake documents with WebMerge when an employee is added to your ZOHO Creator app. We’ll be generating a new employee contract automatically with a little added help from Zapier.
To get started, we are going to create a new document in WebMerge and upload our Employee Contract template (a Microsoft Word document). This template is already setup with merge fields like {$FirstName}, {$LastName}, etc and that tells WebMerge where to put the employee information throughout the contract.
Next, we’re going to integrate the delivery of the document with SignNow so that we can get the employee’s signature on the contract. Go to the Delivery tab for your document setup, then click New Delivery. Select the SignNow option and then authenticate your SignNow account. Complete the rest of the settings and indicate the signer info, then save the delivery.
Now, it’s time to setup the Zap so that your ZOHO Creator information automatically to WebMerge. Login to Zapier and create a new Zap with ZOHO Creator as the Trigger and WebMerge as the action.
Once you authenticate your accounts with Zapier, you’ll need to pick your WebMerge document that you want to merge and then map the merge fields with the corresponding ZOHO Creator fields. This tells Zapier how to send the data to WebMerge to make sure it is put into your merged document correctly.
After you have mapped the fields, go ahead and jump down to the Test section. This allows you to send test information from ZOHO to WebMerge using your settings and you will see how the process works. If you need to make any changes, do so now. Here’s what our contract looks like:
Congrats, you’re done! Now you can run your entire HR department through ZOHO and automatically create any documents you need with WebMerge. What other ways can you use WebMerge in your business?
In this example we’re going to show you how you can generate new employee intake documents with WebMerge when an employee is added to your ZOHO Creator app. We’ll be generating a new employee contract automatically with a little added help from Zapier.
To get started, we are going to create a new document in WebMerge and upload our Employee Contract template (a Microsoft Word document). This template is already setup with merge fields like {$FirstName}, {$LastName}, etc and that tells WebMerge where to put the employee information throughout the contract.
Next, we’re going to integrate the delivery of the document with SignNow so that we can get the employee’s signature on the contract. Go to the Delivery tab for your document setup, then click New Delivery. Select the SignNow option and then authenticate your SignNow account. Complete the rest of the settings and indicate the signer info, then save the delivery.
Now, it’s time to setup the Zap so that your ZOHO Creator information automatically to WebMerge. Login to Zapier and create a new Zap with ZOHO Creator as the Trigger and WebMerge as the action.
Once you authenticate your accounts with Zapier, you’ll need to pick your WebMerge document that you want to merge and then map the merge fields with the corresponding ZOHO Creator fields. This tells Zapier how to send the data to WebMerge to make sure it is put into your merged document correctly.
After you have mapped the fields, go ahead and jump down to the Test section. This allows you to send test information from ZOHO to WebMerge using your settings and you will see how the process works. If you need to make any changes, do so now. Here’s what our contract looks like:
Congrats, you’re done! Now you can run your entire HR department through ZOHO and automatically create any documents you need with WebMerge. What other ways can you use WebMerge in your business?
Thursday, December 1, 2016
New Plugin: Send Contracts for Closed Potentials in Zoho CRM
We're excited to announce that we have partnered up with Zoho CRM to provide a direct integration to WebMerge. With the WebMerge plugin, available in the Zoho Marketplace, you can generate documents (invoices, contracts, quotes, etc) with the click of a button right inside Zoho CRM! You’ll never have to copy & paste data from Zoho into documents again!
For this example, we’re going to show you how you can generate contracts for a Potential that has been closed/won in Zoho CRM. We’ll also be sending the contract over to DocuSign for signature. Zoho CRM has released a new plugin that we’ll be using to send data over to WebMerge – more on that in a bit.
To get started, we’re going to setup the template for our contract using a Word document. Inside our contract template, we’ll add our boilerplate contract info and then for the spots that we want our customer and potential data to go, we’re going to use merge fields that looks like {$FirstName}, {$Amount}, etc.
Here’s what our contract template looks like:
Since we’ll be collecting a signature for the contract using DocuSign, we need to add a signature tag to the doc so that DocuSign knows where to place the signature. This signature tag is just like any other text in our document and looks like: \s1\
Once we have our contract template finished, we need to upload it to WebMerge. From the Documents page in WebMerge, click the New Document button and enter a name for your document. On the next step, pick Office Document as the document type and select the file from your computer.
After we upload our template, we’ll be taken to the Settings tab where we can change various settings like the type of file that we want to generate and the name of the file. For this example, we’re going to generate a PDF and include the name of the deal in the file name.
Next, we’re going to setup the delivery of our document so that it is automatically sent over to DocuSign for signature. From the Deliver page, click the New Delivery button and select DocuSign from the list. After you authenticate your DocuSign account, you’ll need to pick the merge fields for the signer’s name and email address.
After you have setup the DocuSign delivery, we are done with the setup in WebMerge and we’re ready to integrate with Zoho CRM.
To integrate with Zoho CRM, we’re going to use the WebMerge plugin that is available from Zoho Marketplace. You can install this plugin here: https://crm.zoho.com/market/installPlugin.do?portalName=zohoplugin&nameSpace=webmergedocumentgeneration
Inside Zoho CRM, to go the WebMerge Mappings module and create a New Mapping. Give the mapping a descriptive name and then pick Potential as the module. We’re going to choose Document as the WebMerge Resource and then choose the document that we just steup in WebMerge.
Once you pick your WebMerge document, Zoho will load a list of all the merge fields that are in your document. For each of the merge fields, you need to pick the corresponding CRM fields. This tells Zoho how to send your data over to WebMerge so that it gets populated in the correct spot on your template.
After you have matched up all of your merge fields, go ahead and save the mapping. We’re ready to generate the contract! Open up one of your Potentials and then click the WebMerge button. This will generate the contact and send it over to DocuSign for signature.
Here’s what our contract looked like ready to sign:
Congrats, you’re all finished! You can now generate all types of documents from your Zoho CRM account. Can you think of any other ways that you could use WebMerge to simplify your paperwork process?
For this example, we’re going to show you how you can generate contracts for a Potential that has been closed/won in Zoho CRM. We’ll also be sending the contract over to DocuSign for signature. Zoho CRM has released a new plugin that we’ll be using to send data over to WebMerge – more on that in a bit.
To get started, we’re going to setup the template for our contract using a Word document. Inside our contract template, we’ll add our boilerplate contract info and then for the spots that we want our customer and potential data to go, we’re going to use merge fields that looks like {$FirstName}, {$Amount}, etc.
Here’s what our contract template looks like:
Since we’ll be collecting a signature for the contract using DocuSign, we need to add a signature tag to the doc so that DocuSign knows where to place the signature. This signature tag is just like any other text in our document and looks like: \s1\
Once we have our contract template finished, we need to upload it to WebMerge. From the Documents page in WebMerge, click the New Document button and enter a name for your document. On the next step, pick Office Document as the document type and select the file from your computer.
After we upload our template, we’ll be taken to the Settings tab where we can change various settings like the type of file that we want to generate and the name of the file. For this example, we’re going to generate a PDF and include the name of the deal in the file name.
Next, we’re going to setup the delivery of our document so that it is automatically sent over to DocuSign for signature. From the Deliver page, click the New Delivery button and select DocuSign from the list. After you authenticate your DocuSign account, you’ll need to pick the merge fields for the signer’s name and email address.
After you have setup the DocuSign delivery, we are done with the setup in WebMerge and we’re ready to integrate with Zoho CRM.
To integrate with Zoho CRM, we’re going to use the WebMerge plugin that is available from Zoho Marketplace. You can install this plugin here: https://crm.zoho.com/market/installPlugin.do?portalName=zohoplugin&nameSpace=webmergedocumentgeneration
Inside Zoho CRM, to go the WebMerge Mappings module and create a New Mapping. Give the mapping a descriptive name and then pick Potential as the module. We’re going to choose Document as the WebMerge Resource and then choose the document that we just steup in WebMerge.
Once you pick your WebMerge document, Zoho will load a list of all the merge fields that are in your document. For each of the merge fields, you need to pick the corresponding CRM fields. This tells Zoho how to send your data over to WebMerge so that it gets populated in the correct spot on your template.
After you have matched up all of your merge fields, go ahead and save the mapping. We’re ready to generate the contract! Open up one of your Potentials and then click the WebMerge button. This will generate the contact and send it over to DocuSign for signature.
Here’s what our contract looked like ready to sign:
Congrats, you’re all finished! You can now generate all types of documents from your Zoho CRM account. Can you think of any other ways that you could use WebMerge to simplify your paperwork process?
Tuesday, November 29, 2016
How to properly set Subforms in Zoho Creator Part 1
This is the most important step in the process of setting up your zoho creator database. A properly linked setup will enable your information to run smoothly and avoid waisting space ( MB )
First, you need to create at least 2 Forms. For example.- Orders and Items. An Order can have multiple items and 1 item can be part of many Orders. Creating a many to many relationship.
Second, you need to add the Subform Items inside the Form Orders and name it. Then you have to add a Lookup field in the Items Form and click on Existing Relations.
Do NOT forget this part. This is the key. You must have a lookup field linking the original Form to each record on the subform you are creating. Makes Sense?
If it does not or need any help do not hesitate to contact us. We can guide you through the process to set your Subform for success.
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