Overview
The Zoho CRM integration provides a set of ready-made functions you can call when building mappings. They handle common lookups and conversions between your iPaaS.com data and Zoho CRM, such as resolving a product or location ID, reading a value from a customer's address list, and reading a property from an object, so you do not have to write that logic yourself in a formula.
Where you can use these functions
These functions are available anywhere you write a formula for the Zoho CRM integration:
Dynamic Formula mappings: where a destination field's value is produced by a formula rather than mapped directly from a source field.
Mapping collection filters: where a formula decides whether a record should be processed.
Error filters: a mapping collection's error filter, which sits alongside its collection filter. When the error filter's formula resolves to true, the transfer raises an error that is held in the Error Logs for review and is not retried automatically.
Translation collections: where a translation entry uses a formula as its source value.
How to use them
Call a function by name and pass the values it needs in parentheses, for example:
await ConvertiPaasSKUtoCommerceProductId(SourceSku).Each function's signature shows its name, the parameters it accepts (with their types), and the type of value it returns. Use it as the reference for exactly how to call the function.
Function names and formula syntax are case-sensitive, so type each name exactly as shown. Whether the values a function matches are treated as case-sensitive varies by function, and is called out in the relevant parameter's description.
Some of these functions are asynchronous (their signature returns a
Task) and must be called withawait; the rest are synchronous and are called directly. Each function's How to call it example shows the correct form.Optional parameters are marked in the parameter table, along with the value used when you omit them.
Each function runs at sync time, against the data in your connected Zoho CRM account and your iPaaS.com subscription.
The functions are grouped below by the area of the integration they support.
Products and Locations
ConvertiPaasSKUtoCommerceProductId
What it does: Maps an iPaaS.com product SKU to the linked Zoho CRM product ID.
Signature: Task<string> ConvertiPaasSKUtoCommerceProductId(string Sku)
How to call it: await ConvertiPaasSKUtoCommerceProductId(Sku)
Parameter | Type | Required | Default | Description |
|
| Yes | N/A | The iPaaS.com product SKU to map to its Zoho CRM product ID. |
Returns: string. The Zoho CRM product ID linked to the SKU. If the lookup fails, the function raises an error.
Example: "SKU12345" returns the Zoho CRM product ID mapped to that SKU.
When to use it: Use this when a mapping references a product by its iPaaS.com SKU and you need the matching Zoho CRM product ID.
ConvertiPaaSLocationIdToCommerceId
What it does: Maps an iPaaS.com location ID to the linked Zoho CRM location ID.
Signature: Task<string> ConvertiPaaSLocationIdToCommerceId(object locationId)
How to call it: await ConvertiPaaSLocationIdToCommerceId(locationId)
Parameter | Type | Required | Default | Description |
|
| Yes | N/A | The iPaaS.com location ID to map, typically a string or numeric identifier. |
Returns: string. The Zoho CRM location ID linked to the iPaaS.com location ID. If the lookup fails, the function raises an error.
Example: "12345" returns the Zoho CRM location ID mapped from that iPaaS.com location.
When to use it: Use this when a mapping references a location by its iPaaS.com ID and you need the matching Zoho CRM location ID.
Addresses
GetValueFromList
What it does: Reads a single property value from a customer's list of addresses. It can take the value from the primary billing address or from the first address in the list.
Signature: Task<string> GetValueFromList(object addressListData, string propertyName, bool isBilling = false, bool boolValue = false)
How to call it: await GetValueFromList(addressListData, propertyName)
Parameter | Type | Required | Default | Description |
|
| Yes | N/A | The list of customer addresses to read from. |
|
| Yes | N/A | The address property to read. Valid values are |
|
| No |
| When |
|
| No |
| Reserved for future use; it does not affect the result. |
Returns: string. The requested address property value, or an empty string when it cannot be found.
Example: With an address list whose primary billing address has a city of New York, GetValueFromList(addressList, "City", true) returns "New York".
When to use it: Use this to pull a specific field (such as city or postal code) from a customer's billing or first address into a Zoho CRM mapping.
Other
GetPropertyValue
What it does: Reads the value of a named property from an object. If the object has no property with that name, it returns nothing.
Signature: object GetPropertyValue(object obj, string propertyName)
How to call it: GetPropertyValue(obj, propertyName)
Parameter | Type | Required | Default | Description |
|
| Yes | N/A | The object to read the property from. |
|
| Yes | N/A | The name of the property to read. |
Returns: object. The value of the named property, or null if the object has no property with that name.
Example: Reading City from an address object returns that address's city value.
When to use it: Use this to pull a single named property out of an object when a mapping has the object but needs just one of its values.