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.

1. 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

2. Configure the BillMax Webhook with the following settings:
   Name: Billmax
   URL: https://Billmax portal host/zohoContact
   Method: POST
   Module: Contacts
   Warning! 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

3. Create Work flow Rule.
   Name: Billmax webhook
   When: On Record Create. Create or Edit.
   Condition: All Contacts or Contacts matching certain criteria
   If 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)