Configure Zoho
Refer to Zoho documentation for the specific details. Items in italics denote BillMax site specific values that must be supplied by the BillMax customer.
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Add new fields to the Contact record.
Warning! The field names must be exactly as shown and are case sensitive! Copy to Billmax is optional and needed only if not all Contacts are synced with BillMax.
Table 1. Zoho Fields Field Name Type Billmax Account Number Number Company Single Line Copy to Billmax Checkbox -
Configure the BillMax Webhook with the following
settings:
Name: BillmaxURL: https://Billmax portal host/zohoContactMethod: POSTModule: ContactsWarning! The parameter names must be exactly as shown and are case sensitive!Warning! If the checkbox Copy to Billmax is used, the webhook rule must be changed so the hook is run only if Copy to Billmax is true.
Table 2. Parameters Parameter Name Parameter Value Contact_Id Contact Id Last_Name Last Name First_Name First Name Lead_Source Lead Source Email Email Phone Phone Mailing_Street Mailing Street Mailing_City Mailing City Mailing_State Mailing State Mailing_Zip Mailing Zip Mailing_Country Mailing Country Other_Street Other Street Other_City Other City Other_State Other State Other_Zip Other Zip Other_Country Other Country Other_Email Other Email Other_Phone Other Phone Billmax_Account_Number Billmax Account Number Company Company -
Create Work flow Rule.
Name: Billmax webhookWhen: On Record Create. Create or Edit.Condition: All Contacts or Contacts matching certain criteriaIf only certain Contacts are synced between Zoho and BillMax, the condition should be Copy to Billmax is selected.Instant Action: Billmax (webhook created in Step 2)