Khent

Business Systems · Automation · Integrations

Edrian Khent Andaya

Business Systems Architect & Automation Engineer

I design, build, automate, and integrate business systems, custom CRM workflows, and internal tools using Zoho and modern connected platforms.

Systems Architecture · Zoho Creator · APIs · Deluge · Integrations

View Selected WorkLet's Work TogetherDownload Resume

Recent Build

Case 13 · Verified Workflow

Zoho CRM → Writer → WorkDrive → Sign

Automated proposal generation — deal data merges into a document template, then flows straight into Zoho Sign.

System Architecture Pipeline · Select stage to trace Deluge lines
Proposal to Zoho Sign
// Public portfolio sample — client-specific document IDs and recipients removed
deal = zoho.crm.getRecordById("Potentials",id);
amount = "$" + deal.get("Amount").round(2).toString();
mergeData = Map();
mergeData.put("Account_Name",deal.get("Account_Name").get("name"));
mergeData.put("Amount",amount);
outputSettings = Map();
outputSettings.put("doc_name","Accounting Services Proposal");
outputSettings.put("folder_id","<workdrive_folder_id>");
outputSettings.put("output_format","pdf");
writerResult = zoho.writer.mergeAndStore("<writer_template_id>",mergeData,outputSettings,"<writer_connection>");
documentId = writerResult.get("document_id");
file = invokeurl
[
    url :"https://download.zoho.com/v1/workdrive/download/" + documentId
    type :GET
    connection:"<workdrive_connection>"
];
signResult = zoho.sign.createDocument(file,Map(),"<sign_connection>");
requestId = signResult.get("requests").get("request_id");
documentId = signResult.get("requests").get("document_ids").get(0).get("document_id");
// Build recipient/action maps with Name, Signature, and Date fields.
// Recipient identities and exact field coordinates are intentionally omitted.
update = Map();
update.put("Zoho_Sign_URL",signResult.get("requests").get("request_url"));
zoho.crm.updateRecord("Potentials",id,update);
Verified Deluge · Public Redacted SampleExplore 25 Functions & 16 Case Studies

5 YRS

Hands-on Zoho & systems experience

GLOBAL

Clients across the Philippines, US & Australia

ZOHO

CRM · Creator · APIs · Deluge

PARTNER

Zoho

Led a company's Zoho Partner certification

Operational Philosophy // Systems Architecture

From disconnected workflows to connected systems — bridging fragmented CRM processes, custom Creator applications, and APIs into dependable automated infrastructure.

Auditing data flow, eliminating manual double-entry, and building resilient automations for growing teams.

01Problems

Systems I Help Improve

Where I usually get called in.

01

Messy CRM Processes

Simplify workflows, data structure, ownership, and the manual steps nobody planned for.
02

Disconnected Systems

Connect Zoho with external platforms, APIs, and internal apps so information stays in one place.
03

Repetitive Administration

Replace recurring manual work with reliable automations and structured workflows.
04

Unclear System Architecture

Audit what already exists and simplify it before adding more complexity.

02About

Zoho Solution Architect | Implementation & Automation Specialist

Results-driven Zoho Solution Architect and Technical Implementation Specialist with 5+ years of experience designing, customizing, and integrating Zoho applications to streamline operations and improve business efficiency.

  • 01Led the company's certification as a Zoho Partner while serving as the primary developer.
  • 02Automated repetitive CRM workflows to reduce manual processing and duplicate data entry.
  • 03Planned and executed CRM data migrations while preserving record relationships, integrity, and security.
Khent Andaya
Khent Andaya
Philippines, 9023
Available for work

Core Stack

Zoho OneZoho OneZoho CRMZoho CRMZoho CreatorZoho CreatorZoho RecruitZoho RecruitNode.jsNode.jsReactReactJavascriptJavascriptDeluge ScriptDeluge ScriptZoho DeskZoho DeskAPI
View full profile

03Selected Work

Selected Work

Flagship Architectures & Verified Automations

Engineered Zoho Systems Built for Real Operating Teams

FOLDER 01CASE 13
Explore the ArchitectureView Case Study

Proposal Generation & E-Signature

Documented Integration RequirementPreparing an accounting-services proposal from a CRM deal required formatting currency values, merging into a Writer template, downloading the PDF from WorkDrive, and dispatching a signature request in Zoho Sign.
Implemented ArchitectureA single 34-line Deluge function reads the CRM deal, formats currency, merges the Writer template, stores and retrieves the PDF in WorkDrive, dispatches the Zoho Sign contract, and writes the signing URL back to the deal.
Zoho CRMZoho WriterZoho WorkDriveZoho SignDeluge
Contract AutomationVERIFIED ARCHITECTURE
script-22_generateProposal.dgDELUGE · 34L
Flow:CRM Deal Won→Writer Merge→WorkDrive PDF→Sign Dispatch
deal = zoho.crm.getRecordById("Deals", dealId);
writerResp = zoho.writer.mergeAndSend(templateId, "pdf", mergeData, "workdrive");
fileId = writerResp.get("document_id");
signResp = zoho.sign.createContract(fileId, signMap);
zoho.crm.updateRecord("Deals", dealId, {"Sign_URL": signResp.get("sign_url")});
FOLDER 02CASE 01
View Case Study

Vendor Map

Documented Integration RequirementOperations teams needed a faster way to identify nearby vendors, understand geographic coverage, and avoid manual lookup across spreadsheets and disconnected records.
Implemented ArchitectureCreated a map-based vendor directory connected to Zoho records with searchable vendor profiles, location coordinates, coverage filtering, and quick assignment workflows.
Zoho CreatorLeaflet JSJavaScriptREST API
Geographic IntelligencePRODUCTION WIDGET
vendor_map_widget.htmlLEAFLET JS · CREATOR SDK
Vendor Map interactive Leaflet.js widget in Zoho Creator
Zoho Creator widget embedding Leaflet.js with geocoded CRM vendor records100% CLIENT-SIDE
FOLDER 03CASE 02
View Case Study

PP Operations & Staffing Integrations

Documented Integration RequirementCandidate onboarding, client billing, projects, tasks, and timesheet records were fragmented across recruitment, accounting, and third-party portals.
Implemented ArchitectureImplemented an enterprise automation suite: Scoro invoices, projects, tasks, and timesheets imported into Zoho Creator, Zoho Recruit synced with CRM, and dated leave rules enforced in Zoho People.
Zoho CreatorZoho RecruitZoho CRMScoro API
Enterprise Operations20-FUNCTION SUITE
script-01..20_pp_operations.dgDELUGE · 20 FUNCTIONS
Flow:Recruit Placements→CRM Accounts→Scoro API Sync→Creator Operations DB
// PP Operations Suite — Scoro API, Recruit & Timesheets
scoroInvoices = getScoroInvoices(fromDate, toDate);
for each inv in scoroInvoices {
  zoho.creator.createRecord("PP_Ops", "Invoices", invPayload);
}
zoho.crm.updateRecord("Accounts", accountId, {"Status": "Active"});
Complete Technical Archive

16 Case Studies · 25 Verified Deluge Functions · 3 Standalone WebApps

Explore Case 05 (Camp Management across CRM, Creator & Writer), Case 06 (SOS Labor Solutions IIR sync & reporting), and 14 other end-to-end architectures in the searchable technical archive.

Explore All 16 Projects in Archive

More Work

More things I've built.

Additional enterprise systems, automation pipelines, and custom Creator tools — beyond the featured case studies above.

View Full Archive
CASE 13Interactive Architecture

Proposal Generation & E-Signature

A proposal-generation and signing integration connecting CRM deal data, Writer document merging, WorkDrive file retrieval, and Zoho Sign.

Zoho CRM · Zoho Writer
CASE 03Zoho Creator

Company Names Search App

A Zoho Creator lookup application that helps administrators identify a partner company from a phone number and view its entity, company name, and phone details in one place.

Zoho Creator · Zoho CRM
CASE 04Zoho Creator

Lead Marketplace

A Zoho CRM, Flow, and Creator integration that turns a specific lost-lead status into a structured marketplace listing — combining automated intake, quote-based pricing, location filtering, purchase controls, and buyer notification.

Zoho Creator · Zoho CRM
CASE 07Zoho CRM

CRM Client Onboarding & Bookkeeping

Zoho CRM workflows and Deluge functions supporting the transition from a won deal into client intake and bookkeeping operations, with a Zoho Flow process for updating bookkeeping information.

Zoho CRM · Zoho Flow
CASE 08Zoho CRM

Resource Request Automation

An opportunity-to-recruitment workflow connecting Zoho CRM and Zoho Recruit: users create a resource request from an opportunity, and approval in Recruit produces corresponding job openings in both systems.

Zoho CRM · Zoho Recruit
CASE 09Zoho Creator

Sunrise Digital Clock

A location-aware clock widget hosted in Zoho Creator that presents sunrise timing alongside the user's coordinates, timezone, and current date and time — built to support routines and practices that depend on sunrise.

Zoho Creator · JavaScript

Technical Directory // Index

Scan the broader systems & script archive.

A compact index of production Zoho deployments and verified Deluge functions beyond the featured work above.

SYSTEMS & DELUGE SOURCE INDEX // 08 CURATED RECORDS
11 ARCHIVE CASES · 25 SCRIPTS TOTALTap title to open · Preview for summary

Case 03, Zoho Creator. A Zoho Creator interface for submitting multiple company names, sending the batch to an external API, and writing the returned company details into Zoho CRM through Zoho Flow.

Script 05, CRM · WorkDrive, 34 lines. Creates a WorkDrive folder for each service on a CRM deal (skipping services that already exist), adds Utility Application / Payments / Contracts subfolders, and writes the folder IDs back to the deal.

Case 04, Zoho Creator. A Zoho Creator marketplace where users browse available leads, filter by country and industry, add selections to a cart, and transfer purchased leads into their own Zoho CRM through Zoho Flow.

Script 06, API, 22 lines. Creates a ClickUp task in a given list, carrying the originating CRM deal ID and task code as custom fields so the task stays traceable back to the deal.

Case 08, Zoho CRM. An integration between Zoho CRM, Zoho Recruit, and Zoho Creator that turns internal resource requests into Recruit job openings and carries selected candidate details into partner onboarding.

Script 10, CRM · API, 91 lines. Reads a membership, its base membership, product, and household in CRM, creates the invoice, and emails a merged PDF to the household's primary contact.

Case 12, ZH. The ZH scripts connect membership records, household contacts, invoice generation, and document delivery in Zoho CRM and Writer. A related script explores age-based updates to membership and household records.

Script 18, API, 30 lines. Assembles a deal's service lines — service, selected material, and vendor names — into a structured payload and pushes it to a Zoho Flow webhook for downstream project setup.

Tap Preview for technical summary · Select title to inspect

Explore the Full Directory

05Clients

Systems built for teams across multiple industries

Client engagements spanning the Philippines, the US, and Australia.

CLIENT // 01
EXECO
EXECO
CLIENT // 02
SOS Labour Solutions
SOS Labour Solutions
CLIENT // 03
Jungal
Jungal
CLIENT // 04
RG26 Technologies
RG26 Technologies
CLIENT // 05
Training Resources Group
Training Resources Group
CLIENT // 06
GetMilk
GetMilk
CLIENT // 07
Cascadia
Cascadia
CLIENT // 08
BriteStudio
BriteStudio
CLIENT // 09
WiseCloud
WiseCloud
Systems Consultation // Open

Let's make your systems work better.

From Zoho implementations and Creator portals to Deluge automation and API integrations, I help businesses simplify operations and connect the tools they rely on.

Direct Email

khentandaya@gmail.com
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