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?

Create Personalized Documents from Zoho Creator with WebMerge
powered by Zapier



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?


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.

Wednesday, November 16, 2016

Zoho launches full HR app: Zoho People





Zoho has added a new module to its suite of business apps: an entire web-based mostly human elements equipment referred to asZoho people. not being an HR expert I can not inform how smartly or poorly it compares with issues like Taleo, however a short run-through impressed me.
The app is, as all HR techniques must be, a relational database of applicants, jobs, and departments, with complicated rules on who can see what. in the Zoho case, there may be also a self-provider module so employees and executives can update certain information without going via HR. Zoho People additionally has some nice net 2.0 facets, such as the skill to create embeddable HTML code for a desk of the company's job openings, to place it on a company web page or weblog.


A great deal of Zoho People is kind-based.
Zoho People tackles the recruiting side of the HR equation with a full workflow system to address the processing of resumes and candidates throughout the many individuals who cope with hiring.
when you do get somebody hired, the app creates a guidelines for all the things individuals within the company have to do for the new adult (purchase a computer, find an workplace, and so on). Of course, other activities create checklists too, and you can adjust the add-ons.
The equipment offers with tracking salaries, as well, nonetheless it is not a payroll app. It additionally tracks prison compliance considerations (like Equal Employment probability information and employee requests related to the americans with Disabilities Act) but you are going to need to convey your own legal professional.

There's a full recruiting workflow within the app as smartly.image by Zoho
The device even tracks worker travel approvals and charges.
I be concerned about Zoho releasing so many apps so quick (see other Zoho insurance on Webware). or not it's one aspect to build a complete suite of company apps, however quite a different to construct most suitable-in-breed apps in each category. on the other hand, present small enterprise users of the Zoho suite will discover this app welcome, and this app could aid agencies in view that the use of an internet suite for productivity lean in desire of Zoho instead of a different suite, like Google's.
i like where Zoho goes with this. HR utility traditionally fees an arm and a leg, and Zoho is showing us that it needn't. Pricing on Zoho people is around $50 a month for HR admins. 

Wednesday, November 2, 2016

Zoho integration for Python and Plone CMS

Zoho is an internet application company competing with Google Apps, Microsoft workplace and others.
Zoho provides a extremely extensive set of browser based functions from textual content modifying and spreadsheets to assignment management and consumer relationship management (highlighted items should still ring a bell for small application building agencies). principally the final one, CRM, is a extremely beautiful deal as you get a hosted complex CRM utility with API functions for extremely reasonably-priced or free fee. Small agencies don't seem to be always wealthy enough to head for Salesforce API supported edition which would be 135 € / month / consumer.
mfabrik has been working on Zoho Python bindings as we use Zoho internally.
Zoho API is HTTP GET/publish based mostly.



  • Authentication, which is referred to as a ticket in Zoho language, is HTTP publish with custom undeniable-textual content responses. The same authentication mechanism works in-browser (Javascript) and for laptop-to-computer verbal exchange as far as i do know
  • Most features can also be performed as HTTP put up or GET. in case you should input compex records (like CRM leads), you’ll do it as HTTP submit of customized XML payload
  • Some services expose the output as JSON for HTTP GET, in order that it will also be without delay consumed internal browser Javascript

  • mfabrik.zoho is a GPL’ed Python library which provides primary amenities for Zoho API calls. presently the characteristic set is awfully CRM weighted, even though it can be conveniently increased for different Zoho purposes.
    mfabrik.plonezohointegration is a Plone CMS add-on product which marry Plone and Zoho together. The add-on offers a manage panel the place that you would be able to enter Zoho API key details for Plone. forms for CRM lead era are supplied as standalone and as a portlet (you could see them in motion on our web and blog site).
    The supply is hosted on Github, so that you can with no trouble beginning tailoring it in your own firm needs. I happily settle for all merge requests, proposing that unit checks for new aspects are included. in case you don't think at ease with Python programming, but nevertheless wish to integrate Zoho to your systems, please contact us for extra help or check current API integrations.

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