Create an event automatically based on a date field from the Deals Module in Zoho CRM

Here is our approach for creating an event automatically based on a date field from the Deals Module in Zoho CRM

Approach

A new event can be created using a delivery date from deals (Potentials) module using "Workflow Rules"

Prerequisites

Check and replace the correct API name for module, fields in the variables of given code snippet

1.1 Go to "Setup" --->Tap on "Workflow Rules" from "Automation"

1.2 Tap on "Create Rule"

1.3 Fill up the mandatory fields

1.4 Select "Field Update" and Select "Delivery Date"

1.5 Choose rule to apply for entries

1.6 Select "Function" from "Instant Action"

1.7 Tap on "Write your own"

1.8 Fill up mandatory fields

1.9 Copy paste the code and Tap on "Edit Arguments"

1.10 Select the argument as deal Id and give parameter name as "deal_id"