Projects

Explore the systems behind the case studies, inspect their Deluge and JavaScript code, or browse the side-project web apps.

Chapter 02 & 03 · Enterprise Architectures

Editorial Case Studies (16)

End-to-end Zoho CRM architectures, custom Creator applications, automated Deluge pipelines, and enterprise systems synchronization.

Chapter 02Featured Architectures Bento Grid (5)
CASE 13 // HERO ARCHITECTUREInteractive Storytelling
CRM · Writer · Sign · WorkDrive

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

Business Problem & Operational Challenge

Preparing an accounting-services proposal from a CRM deal involved formatting the deal amount, merging the document, downloading the PDF, and setting up a signature request in Zoho Sign.

Implemented Architectural Solution

A single Deluge function reads the deal in Zoho CRM, formats the amount, merges the proposal template in Zoho Writer, downloads the resulting PDF from WorkDrive, submits it to Zoho Sign, and saves the signing URL back on the deal record.

Technical Approach & Implementation Highlights

  • Formats deal currency values before merging into the Writer template
  • Stores the merged PDF in WorkDrive and retrieves the file for Zoho Sign
  • Creates the Zoho Sign request and writes the request URL back to the CRM Potential

Verified Outcome & Business Value

Turns proposal preparation and signature submission into a single CRM action with the signing link recorded on the deal.

Verified 4-Stage Deluge Pipeline Flow:Zero Manual Data Entry
CRM Deal Lookup→Template Merge & Store→Sign Request Outbound→Completed Webhook Callback
Zoho CRMZoho WriterZoho WorkDriveZoho SignDeluge
Includes Interactive Deluge & CRM Architecture Inspector
CASE 01 // GEOSPATIALCreator SDK
Vendor Map

A Zoho Creator widget presenting CRM vendor records on an interactive Leaflet map. Administrators can search a geographic area, explore nearby vendor pins, and inspect contact and status information in the same interface.

Business Problem & Operational Challenge

A list of vendor records gives administrators limited geographic context. The project addressed the need to locate vendors visually and retrieve their details without repeatedly searching individual CRM records.

Implemented Architectural Solution

I built the map inside Zoho Creator using CRM latitude and longitude data with Leaflet. Search supports US ZIP codes and the first three characters of Canadian postal codes, and the map reloads vendor records as the visible area changes.

Technical Approach & Implementation Highlights

  • Debounced map handler retrieves CRM vendors within the visible bounds as users pan or zoom
  • Selecting a marker exposes vendor name, vendor number, email, phone, and status
  • Built on Zoho Creator, the Zoho JavaScript SDK, CRM APIs, Deluge, JavaScript, HTML, and CSS

Verified Outcome & Business Value

Admins can search an area, open nearby vendor pins, and read the matching CRM contact and status details without leaving the map.

Zoho CreatorLeaflet JSJavaScriptZoho CRM
View project
CASE 02 // OPERATIONSClient · PP
Verified Implementation Scope:20 Functions · 1,029 LOC · Scoro API

Operational automations for the PP portfolio: Scoro invoices, projects, tasks, and time entries imported into Zoho Creator, Zoho Recruit connected with CRM, and a dated leave-notification rule applied in Zoho People.

Business Problem & Operational Challenge

Operational and staffing information was spread across business applications. The work addressed two practical needs: making external project data available in Creator, and carrying recruitment records into related CRM workflows.

Implemented Architectural Solution

I built the Scoro import routines to page through API responses and rebuild the related Creator records for invoices, projects, tasks, and time entries. I also connected Recruit and CRM so resource requests can create job openings and candidate data can create partner records.

Technical Approach & Implementation Highlights

  • Paginated API ingestion with a 25-record batch cutoff
  • Full-refresh imports — existing records are cleared before each rebuild
  • Job-opening script maps role, positions, rate, skillset, and opportunity details, then updates the related request
  • Zoho People rule checks for Sick Leave eight days after its start and sends a fixed notification

Verified Outcome & Business Value

Scoro data is rebuilt in Creator on each sync, while the Recruit and CRM functions create or update the related records from the source data instead of requiring the same information to be entered again.

Zoho CreatorZoho RecruitZoho CRMZoho PeopleScoro APIDeluge
CASE 05 // ECOSYSTEMAdventure Alternative
Architecture Footprint:Multi-App: CRM · Creator · Writer

A set of Deluge scripts for Adventure Alternative that connects CRM camp records, Creator pages, booking-form headcounts, and Writer booking confirmations.

Business Problem & Operational Challenge

Camp details were handled across CRM records, Creator forms, and booking documents. When a booking form was updated or confirmed, related camp records and PDFs needed the same student, group, teacher, and venue information.

Implemented Architectural Solution

I wrote scripts to create Creator camp records from CRM, copy student and group totals from booking forms back into the matching CRM camp records, merge year-specific booking PDFs in Zoho Writer, and route Creator users to the appropriate camp page for their profile.

Technical Approach & Implementation Highlights

  • Role-based page routing for Teacher Coordinator, Teacher, Instructor, and default profiles
  • Year-level mapping (Y3–Y7) from booking form fields to CRM camp records
  • Writer template selection by year level with merged booking output stored and attached
  • Direct links generated for medical and dietary forms alongside the Creator camp record

Verified Outcome & Business Value

Camp creation, headcount updates, PDF confirmation generation, and user page routing run from the existing CRM and Creator records instead of separate manual steps.

Zoho CRMZoho CreatorZoho WriterZoho WorkDriveDeluge
CASE 06 // SYNC & REPORTINGSOS Labor Solutions
Business Process Automation:Automated IIR Sync & Analytics

Scheduled Deluge integrations for SOS Labor Solutions that import Industrial Info Resources (IIR) data into Zoho CRM and compile a weekly HTML activity report for leadership.

Business Problem & Operational Challenge

SOS Labor Solutions wanted new and updated IIR project intelligence reflected in Zoho CRM on a regular schedule, along with a weekly summary of sales activity across opportunities, calls, events, tasks, and notes.

Implemented Architectural Solution

I built scheduled sync scripts that query the IIR API, match or create Accounts, Contacts, and Leads/Opportunities in CRM, and generate follow-up tasks. A separate weekly function gathers recent CRM activity and emails an HTML summary table with direct links to the underlying records.

Technical Approach & Implementation Highlights

  • Scheduled API pulls for PEC and Live Outage records with field mapping into CRM modules
  • Duplicate checks on Account and Contact records before creation or update
  • Automatic task creation with due dates based on record status
  • Weekly HTML email summarizing new opportunities, stage changes, notes, calls, events, and tasks

Verified Outcome & Business Value

IIR project updates land in Zoho CRM on schedule, and leadership receives a single weekly activity email instead of assembling status updates by hand.

DelugeZoho CRMScheduled FunctionsIIR APIAPI Integration
Chapter 03Interactive Systems Directory (11 Non-Featured Deployments)
CHAPTER 03 // PRODUCTION SYSTEMS DIRECTORY
11 OF 11 ARCHIVE RECORDSTap 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.

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.

Case 07, Zoho CRM. A Zoho CRM configuration for an accounting and bookkeeping practice, covering Leads, Contacts, Accounts, Potentials, Calls, and a custom Bookkeeping module with stage-driven tasks and email notifications.

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.

Case 09, Zoho Creator. 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.

Case 10, Zoho Creator. A Zoho Creator application that organizes external service requests across roadside assistance, auto transport, and moving. A Deluge function creates partner-specific request links and shortens them through Cuttly.

Case 11, Werpo. Werpo's portfolio scripts connect service requests and CRM deals with project-management and file-management tools. Reviewed components span Creator, CRM, Flow, ClickUp, Zoho Projects, and WorkDrive.

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.

Case 14, Zoho Creator. A Zoho Creator Partner Quote Request application with Job Information and Verify Job areas. The interface collects call type, partner name, and location options.

Case 15, Synergy Learning System. Two small Deluge functions providing reusable transformations for Zoho Flow: date formatting and extracting a quantity from invoice-item input.

Case 16, Southern PB. A compact Deluge utility that updates the owners of selected bookkeeping-job records in Zoho CRM, translating the stored Book Job Owner name into the CRM user ID used by the native Owner field.

Company Names Search App

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.

Business Problem & Operational Challenge

Looking up companies one by one and copying the results into CRM is repetitive when working with a list of names. The project provided a single submission screen and an automated path back into CRM.

Implemented Architectural Solution

Users enter company names in a Zoho Creator form and submit the list to an external API. When the external service finishes processing, it posts the results to a Zoho Flow webhook that creates or updates the corresponding CRM records.

Technical Approach & Implementation Highlights

  • Multi-name input form in Zoho Creator
  • Outbound API request triggered from the Creator workflow
  • Asynchronous return path handled through a Zoho Flow webhook into Zoho CRM

Verified Outcome & Business Value

Users submit a list of company names once and receive the returned company records in Zoho CRM without manual entry.

Lead Marketplace

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.

Business Problem & Operational Challenge

Leads stored in a central CRM needed to be presented in a browsable catalog where buyers could review limited details, select multiple records, and receive the chosen leads in their own system.

Implemented Architectural Solution

Available leads are synced from Zoho CRM into a Zoho Creator catalog. Users filter the list, add leads to a cart, and complete the purchase workflow; Zoho Flow then delivers the selected lead data to the buyer's CRM via webhook.

Technical Approach & Implementation Highlights

  • CRM-to-Creator sync for leads marked as available in the marketplace
  • Country and industry filters with multi-item cart selection
  • Webhook-based delivery through Zoho Flow when checkout completes

Verified Outcome & Business Value

Provides a self-serve catalog for browsing and selecting leads, with automated delivery into the buyer's CRM after checkout.

CRM Client Onboarding & Bookkeeping

A Zoho CRM configuration for an accounting and bookkeeping practice, covering Leads, Contacts, Accounts, Potentials, Calls, and a custom Bookkeeping module with stage-driven tasks and email notifications.

Business Problem & Operational Challenge

The practice wanted a clear path from an initial call or lead through client onboarding and recurring bookkeeping work, with tasks and notifications created automatically as records moved forward.

Implemented Architectural Solution

I configured the CRM modules and connected them with Zoho Flow and Deluge functions so call outcomes, lead qualification, deal stages, and bookkeeping statuses trigger the next records, tasks, and emails in the process.

Technical Approach & Implementation Highlights

  • Call and lead status changes create follow-up tasks and move qualified prospects into Accounts, Contacts, and Potentials
  • Custom Bookkeeping module tracks monthly work, bank statements, reports, and assigned staff
  • Automated email notifications alert team members when onboarding or bookkeeping stages change

Verified Outcome & Business Value

Gives the team a consistent CRM workflow from prospect intake to recurring bookkeeping delivery.

Resource Request Automation

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.

Business Problem & Operational Challenge

Moving a staffing request from CRM into Zoho Recruit — and then onboarding the selected candidate in Creator — required copying the same role and contact details across three applications.

Implemented Architectural Solution

A CRM function reads the Resource Request and related deal, creates the Job Opening in Zoho Recruit, and writes the opening ID back to the request. A companion function reads the Recruit candidate record and creates the corresponding Partner record in Zoho Creator.

Technical Approach & Implementation Highlights

  • Maps role title, number of positions, rates, skillset, and deal context into Zoho Recruit
  • Stores the Recruit Job Opening ID on the originating CRM Resource Request
  • Copies candidate contact, address, and currency fields into the Creator Partner form and generates a portal link

Verified Outcome & Business Value

Connects the CRM request, Recruit job opening, and Creator partner record so staff do not have to re-enter the same information at each stage.

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.

Business Problem & Operational Challenge

Sunrise changes daily by latitude, longitude, and timezone, which a standard digital clock does not show. Users whose morning routines, prayers, or daily schedules are tied to sunrise needed a single screen that combines the live clock with their local sunrise calculation.

Implemented Architectural Solution

I built a custom HTML, CSS, and JavaScript widget inside Zoho Creator that reads the user's location, calculates the local sunrise time, and displays it alongside a live digital clock, timezone label, and coordinate readout.

Technical Approach & Implementation Highlights

  • Custom front-end widget embedded in Zoho Creator
  • Location and timezone detection used to calculate the day's sunrise time
  • Clean dark-themed display showing current time, date, coordinates, and sunrise reference

Verified Outcome & Business Value

Gives users a single, location-aware reference for both the current time and the day's sunrise when planning sunrise-based routines.

External Leads Pipeline

A Zoho Creator application that organizes external service requests across roadside assistance, auto transport, and moving. A Deluge function creates partner-specific request links and shortens them through Cuttly.

Business Problem & Operational Challenge

External partners needed a simple way to submit service requests for different service types while the internal team kept each submission tied to the referring partner.

Implemented Architectural Solution

The Creator app provides separate views for Roadside Assistance, Auto Transport, and Moving requests, along with a Partner Links table. When a partner record is created, a Deluge script builds the public form URL with the partner's ID and calls the Cuttly API to store a short link.

Technical Approach & Implementation Highlights

  • Dedicated Creator report views for Roadside Assistance, Auto Transport, and Moving leads
  • Automatic generation of partner-tagged public form URLs
  • Cuttly API integration to shorten and store the shareable link on the partner record

Verified Outcome & Business Value

Each partner receives a short, trackable submission link, and incoming requests land in the appropriate service view in Zoho Creator.

Werpo Service Delivery Integration

Werpo's portfolio scripts connect service requests and CRM deals with project-management and file-management tools. Reviewed components span Creator, CRM, Flow, ClickUp, Zoho Projects, and WorkDrive.

Business Problem & Operational Challenge

When a deal or service request moved into delivery, folders, project lists, and tasks had to be set up across WorkDrive, ClickUp, and Zoho Projects while keeping the external IDs linked to the CRM record.

Implemented Architectural Solution

I wrote a set of focused Deluge utilities: creating per-service WorkDrive folder trees, creating ClickUp tasks and cloning template lists with their statuses, spinning up Zoho Projects from templates, and posting selected service lines to a Zoho Flow webhook.

Technical Approach & Implementation Highlights

  • WorkDrive script creates a parent folder and service subfolders (Utility Application, Payments, Contracts) and writes folder IDs back to the deal
  • ClickUp scripts create tasks with CRM custom fields and clone template lists along with their status definitions
  • Zoho Projects helper creates a project from a template ID and date range
  • Creator script packages service lines, materials, and vendors into a payload for Zoho Flow

Verified Outcome & Business Value

Reduces repetitive project-setup steps by generating the required folders, lists, tasks, and webhook payloads directly from CRM and Creator data.

ZH Membership Billing

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.

Business Problem & Operational Challenge

Membership billing required pulling details from Membership, Base Membership, Product, and Household records, generating an invoice PDF, and emailing the right contact — while also keeping member age and dependent status current.

Implemented Architectural Solution

I wrote Deluge functions to create CRM invoices from membership data, merge and email PDF invoices using Zoho Writer or CRM inventory templates, and recalculate member ages from birthdates so members reaching age 26 can be flagged for termination.

Technical Approach & Implementation Highlights

  • Creates CRM Invoice records from Membership, Base Membership, and Product data
  • Merges invoice details into a Writer template (or CRM inventory template) and emails the PDF to the primary contact
  • Calculates member age from Date of Birth and updates membership status when a dependent ages out at 26

Verified Outcome & Business Value

Automates the routine steps of generating membership invoices, emailing PDFs, and reviewing age-linked membership records.

Partner Quote Request

A Zoho Creator Partner Quote Request application with Job Information and Verify Job areas. The interface collects call type, partner name, and location options.

Business Problem & Operational Challenge

Quote requests from partners needed a structured intake form that adapts to the call type and location details before the job is verified.

Implemented Architectural Solution

I built a Zoho Creator form divided into Job Information and Verify Job sections, using Deluge field rules to show, hide, and validate inputs based on the selected call type, partner, and location.

Technical Approach & Implementation Highlights

  • Two-step layout separating initial Job Information from Verify Job review
  • Conditional field behavior driven by Call Type and location selections
  • Form validation rules in Deluge to keep submitted quote requests complete

Verified Outcome & Business Value

Gives partners and internal staff a guided form for submitting and verifying quote requests in Zoho Creator.

Synergy Learning System — Flow Utilities

Two small Deluge functions providing reusable transformations for Zoho Flow: date formatting and extracting a quantity from invoice-item input.

Business Problem & Operational Challenge

Zoho Flow connections often need small data transformations — such as reformatting a date string or pulling a single field out of an invoice-items list — before passing values to the next step.

Implemented Architectural Solution

I wrote two compact custom functions for Zoho Flow: formatDate(myDate, format) to return a date in the requested pattern, and getQuantity(invoiceItems) to extract the quantity value from an invoice-item list.

Technical Approach & Implementation Highlights

  • formatDate converts a Deluge date value into any target format string
  • getQuantity reads the quantity key from an invoiceItems list payload
  • Written as lightweight, reusable building blocks inside Zoho Flow

Verified Outcome & Business Value

Keeps Zoho Flow field mappings clean by handling common date and line-item transformations in small helper functions.

Southern PB — Record Ownership Update

A compact Deluge utility that updates the owners of selected bookkeeping-job records in Zoho CRM, translating the stored Book Job Owner name into the CRM user ID used by the native Owner field.

Business Problem & Operational Challenge

Bookkeeping-job records stored the owner's name in a text field (Book_Job_Owner), while Zoho CRM's native Owner field requires the matching CRM user ID.

Implemented Architectural Solution

I wrote a mass-action Deluge function that accepts a list of selected record IDs, fetches active CRM users once, matches each record's Book_Job_Owner name to a user's full name, and updates the native Owner field with that user's ID.

Technical Approach & Implementation Highlights

  • Accepts pipe-delimited record IDs for bulk execution from a list view
  • Queries the CRM Users API once and matches users by full_name
  • Updates the native Owner lookup on each matching Book_Jobs record

Verified Outcome & Business Value

Allows administrators to align the native CRM Owner field across multiple bookkeeping records in a single action.