account = zoho.crm.getRecordById("Accounts",AccountId); // customization block: // replace your client id and api key here // you can find the client id and api key in Ideolve console - Profile - Connect to other apps - Select Zoho CRM - choose tab : Configure ZohoCRM connectorClientId = "replace your client id here" apiKey = "replace your api key here" info account; keys = {"Owner","Account_Status","Account_Type","Industry","Parent_Account","Annual_Revenue","Employees","Website","Fax","Phone","Rating","SIC_Code","Name_Partner","Name_Distributor","Currency","Mithi_Products","Billing_Street","Billing_City","Billing_State","Billing_Code","Billing_Country","Shipping_Street","Shipping_City","Shipping_State","Shipping_Code","Shipping_Country","Description"}; notetext = "#Account"; for each key in keys { keyvalue = account.get(key); if(!keyvalue.isNull()) { info keyvalue; notetext = notetext + "
" + key + " : " + keyvalue; } } tags = ""; tagList = account.getJSON("Tag"); for each tag in tagList { tags = tags + tag.get("name"); tags = tags + ", "; } if(tags != "") { notetext = notetext + "
Tags : " + tags; } sub = "ACC | " + account.get("Account_Name") + " | " + AccountId; em = zoho.crm.getRelatedRecords("Contacts","Accounts",AccountId,1,200,{"type":1}); contacts = ""; for each con in em { info con; email = con.getJSON("Email"); contacts = contacts + "
" + email; } if(contacts != "") { notetext = notetext + "
Account Contacts : " + contacts; } header = {"event-origin":"ZohoCRM","event-type":"AddNote","connector-client-id":connectorClientId ,"x-api-key": apiKey,"Content-Type":"application/json"}; // to learn more on sharing with users list or providing permissions to work on the note, refer - https://docs.mithi.com/home/ideolve-api#create-note-api bodyMp = {"subject":sub,"notehtmltext":notetext,"readonly":true,"sharedtags":{"Account"},"leadNo":AccountId.toString(),"module":"Accounts","users":{"sharewith":{{"group":"CRM"}}}}; response = invokeurl [ url :"https://api.ideolve.com/v3/connector/event" type :POST parameters:bodyMp.toString() headers:header ]; info response;