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Zoho Portal with Creator and APIs - Upwork

Būsena UŽDARYTA
Biudžetas 501-1000 Eur
Sukurta: 2022-02-17
Baigiasi: 2022-02-24
Siūlo: Nėra
Apibūdinimas: The would be built in Zoho CRM

Using the Custom Portal

Functions would need to be created for the buttons.


This is how the project work flow would be


STAGE 1 - $200 (If this is done satisfactorily then $200 is paid. )

1.  A form would be provided that capture Loan Request Data.

2. A function needs to be created where IF  the Loan Request parameters match the Company parameters THEN:  

a.  The Company Contact would be notified that he got a match.

b.   the Company contact can review the loan request and either

1. request more information,

2.  decline the loan request, or

3. offer a quote.


The stage of the Deal is New.  

The State is changed accordingly.



STAGE 2. $200

4.  The contact for the Loan Request is notified of the request for more information and then logs in and adds the information as an attachment or a note.

5.  They have the option to hits a button that says Provide quote. Or I don't want to provide or 3.  They can ask a question and the Company contact is notified and can respond.  


If everything works well a $100 bonus is paid


Possibility of additional work at $20 an hour.


Budget: $500

Posted On: February 17, 2022 04:49 UTC
Category: Scripting & Automation
Skills:Zoho Creator, Zoho CRM, API, API Integration, API Development

Skills: Zoho Creator, Zoho CRM, API, API Integration, API Development
Country: United States

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Darbo Tipas(ai):
  • PHP
  • CSS
Duomenų Bazė:
Operacinė Sistema: Linux
Siūlymų Skaičius: 0
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