Please enable JavaScript.
Coggle requires JavaScript to display documents.
ZOHO CRM- See last updated Deal - Coggle Diagram
ZOHO CRM- See last updated Deal
[Bot checks if user exists and is Active]
https://www.zohoapis.com/crm/v2/users/search?word={email_id}
[User Found and status is Active and Profile is Admin]
[BOT calls API to get All Deals]
https://www.zohoapis.com/crm/v2/deals?fields=Deal_Name,Owner,Account_Name,Amount,Closing_Date,Stage&sort_order=desc&sort_by=Last_Activity_Time
Below are the Latest updated 10 Deals:
[Carousel Card with 10 results]
Stage:
<Stage>
Deal Name:
<Deal Name>
Owner
<Deal Owner Name>
Account
<Account Name>
Amount
<Amount (if Not NULL)>
Closing Date
<Closing Date>
<btn> Show only My Deals
<btn> Search for Deals
[Show only My Deals]
[BOT calls API to check Deals where user is Owner]
https://www.zohoapis.com/crm/v2/deals/search?fields=Deal_Name,Owner,Account_Name,Amount,Closing_Date,Stage&criteria=(Owner.email:equals:{emailID})&sort_order=desc&sort_by=Last_Activity_Time
[Search for Deals]
[BOT calls API to get ALL Deals]
https://www.zohoapis.com/crm/v2/deals?fields=Deal_Name
Below are the Deals:
[Dropdown with Deal Name and Search]
<Deal Name1>
[Submit]
[submit]
[BOT calls API to get details for selected Deal]
https://www.zohoapis.com/crm/v2/deals/search?fields=Deal_Name,Owner,Account_Name,Amount,Closing_Date,Stage&criteria=(Deal_Name:equals:{dealname}
)
Below are Deal details:
Stage:
<Stage>
Deal Name:
<Deal Name>
Owner
<Deal Owner Name>
Account
<Account Name>
Amount
<Amount (if Not NULL)>
Closing Date
<Closing Date>
Anything else?
[User Found and status is Active and Profile is Standard]
[BOT calls API to check Deals where user is Owner]
https://www.zohoapis.com/crm/v2/deals/search?fields=Deal_Name,Owner,Account_Name,Amount,Closing_Date,Stage&criteria=(Owner.email:equals:{emailID})&sort_order=desc&sort_by=Last_Activity_Time
Below are your Latest updated 10 Deals:
[Carousel Card with 10 results]
Stage:
<Stage>
Deal Name:
<Deal Name>
Owner
<Deal Owner Name>
Account
<Account Name>
Amount
<Amount (if Not NULL)>
Closing Date
<Closing Date>
<btn> Show More
[Show More]
[If next record count >=0]
[If next record count =0]
No more deals found
Anything else?
[User Not Found or Status is Not Active]
Sorry you dont have access to add Notes
Anything else?