Hi there, looking for help with integration between Zoho Books, Zoho Creator and my transport management system, 'TrackPOD', which comes with api/webhooks dashboard. I need a Creator form embedded into a Zoho Books webtab in customer portal so clients can book and it feeds data into TrackPOD to create the shipment then from there sends data back to Zoho Books to generate an invoice as an urgent / short term fix to high booking demand. I am struggling to data check bookings placed directly in TrackPOD portal and then invoice them all manually. I need a solution that when the client enters data it keeps it in the correct format like +44 on numbers, only allows mobile numbers, validates the delivery address, makes certain data mandatory, asks them if it's a business address and to submit opening hours if it is, auto populates collection location info for regular clients etc.
I would eventually like to build a full Zoho Creator mobile app and web app that can be embedded to our Zoho Site where my clients can book, access their ZBooks portal and TrackPOD tracking portal all in one place as a full solution but I need something quickly implemented in the short term so that I can onboard a wait list of clients which I don't have time to manually handle all the admin of their increased bookings.
I need the booking form to have some 'if' codes to it as we transport car parts so the client needs to be able to select the car part type to get price and book. I have built an example booking form calculator while playing on www.convertcalculator.com that I can show for reference but it is likely all achievable in the Zoho One suite which we already have so would appreciate ideas and advice! There are further internal driver and retail client apps I would like to design through Creator in the coming weeks and have someone finish all the connection work and testing for me.