Automatically creates and assigns a Reporting Tag to an Invoice Line Item, if there is an associated Project. Can be adapted to work on other modules.

This function relies heavily on the Zoho Books API. To access this API, we need to create a Custom Connection to Zoho Books. Here are the steps you need to take to create this Custom Connection:

1. Go to the Zoho API Console
2. Click Add Client and select Server-based Applications
3. Fill in the following fields:
   • Client Name -> Zoho Books API
   • Homepage URL -> https://books.zoho.com
   • Authorized Redirect URIs -> https://deluge.zoho.com/delugeauth/callback
4. Click Update
5. Notice the Client ID and Client Secret here. You will need these in the next step, so keep this tab open.

1. Go to Zoho Books
2. Click Settings, select the Automation tab, then choose Custom Functions.
3. Select + New Custom Function and give it a random name and module. We will only use this function for a simple test.
4. Choose Connections on the right hand side, then Go To Connections.
5. Click Add Connection. Choose Custom Service.
6. Fill in the following fields (This has to be very exact):
   • Service Name -> Zoho Books
   • Service LinkName -> zoho_books
   • Authentication Type -> oAuth2
   • Param Type -> Header
   • Grant Type -> Authorization Code
   • Client ID -> [YOUR_CLIENT_ID]
   • Client Secret -> [YOUR_CLIENT_SECRET]
   • Authorize URL -> https://accounts.zoho.com/oauth/v2/auth?
   • Access Token URL -> https://accounts.zoho.com/oauth/v2/token?
   • Refresh Token URL -> https://accounts.zoho.com/oauth/v2/token?
   • Connection Name -> Zoho Books
   • Connection LinkName -> zoho_books
   • Scope -> ZohoBooks.fullaccess.all (Note: Be sure to click the '+' for the scope)
   • Use credentials of login user -> UNCHECKED
7. Click Create and Connect. If asked to authenticate, enter your login details.

1. Go to the custom function you previously created.
2. Input the following:

   organizationId = organization.get("organization_id");
   
   response = invokeUrl [
     url : "https://books.zoho.com/api/v3/invoices?organization_id=" + organizationId
       type : GET
       connection : "zoho_books"
   ];
   
   info response;
   

3. Run the script and make sure you receive a response that is not an error.