Tag a Record
To insert or remove a tag using a Deluge script, you need to create a connection that allows you to perform this action via an API call.
To create a connection, you can follow these steps:
- In Zoho CRM, go to Settings > Connections > Create a New Connection.
- Select the service: Zoho OAuth.
- Select the scope: ZohoCRM.modules.ALL.
- Create the connection and activate it.
- Copy the sample code provided.
In this example, a script was created for an action in a workflow for the Leads module.
//mapping of arguments: leadId = Leads - ID Leads
lead = zoho.crm.getRecordById("Leads",leadId);
//How to remove a Tag
tag = "Cold";
mp = Map();
mp.put("tag_names",tag);
response = invokeurl
[
url: "https://www.zohoapis.com/crm/v2/Contacts/" + leadId + "/actions/remove_tags?"
type: POST
parameters: mp
connection:"xxxxxxx" //connection name
];
info "Response delete tag : " + response;
//How to insert a Tag
tag = "Hot";
mp = Map();
mp.put("tag_names",tag);
response = invokeurl
[
url: "https://www.zohoapis.com/crm/v2/Contacts/" + leadId + "/actions/add_tags?"
type: POST
parameters: mp
connection: "xxxxxxx" //connection name
];
info "Response delete tag : " + response;Contributor: Emanuele Bittencourt emanuelebittencourt3@gmail.com