Assuming crm is required, the following 108 results were found.
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A follow-on article from my previous article ZohoCRM & Xero: Function to pull most recent invoices - along with their Contacts and Items (accounts/contact & products respectively). Why? This took me so much longer than I thought it would. It was meant...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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but the article below documents the full process to create a button that will map the values/fields from the record into a CRM Mail Merge template and send it off for signing, then return the Signed document attached to the initial record (where the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Zoho Deluge - Connect to Xero API covered a quick query to pull some invoices but this one documents a pull and mapping into CRM invoices. Why? This took me a whole afternoon so I wanted a template function I could use in future when I get this request...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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I'm going to use a subform with the file upload field type so our record can have more than 1 file attached to it. the CRM.attachFile command Okay as a first example, there is a problem here, you asked for Books and this next bit shows how to attach it...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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case I need to refer to it in future. Why? We have an Accounts module which holds all the companies we deal with in our Zoho CRM. I want our sales team to be able to click on a button off the CRM account record which will call an API returning all the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This is a very quick article with examples of managing a multi-user or multi-lookup field in CRM using Zoho Deluge. Why? Sometimes you might need this when data mapping fields from one module to another, sometimes you need to manage existing...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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The only way to update these are by using the API and deluge function invokeURL rather than the usual shortcode of zoho.crm.updateRecord() or zoho.crm.createRecord(). How? This is somewhere in the official documentation but here's the bits that I need:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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the product name, list price, quantity, tax, etc. In the example below, we have added a column called "Group Name" in the CRM Quote module as per the following screenshot: How? Again at the time of this article, this is only modifiable when using REST...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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and grouped pages which may have grown a little but just wanted to record how to receive a Zoho Survey response in a Zoho CRM REST API function. Why? As above, didn't want to overload a single article with all the answers of one development but this one...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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quick article to note how I can generate refresh tokens and access tokens using Zoho Deluge code (so within Zoho Creator, CRM or Books) without XML calls. Why? I find myself using this more and more now that API v1 is on the way out and Zoho Deluge by...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: en-GB
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A noteworthy article in my opinion on how to send a CRM quote record using a template the customer created from a button. Why? Yes you can do this already by going to the record, clicking on the ellipsis or three horizontal dots button in the top right...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Finally, I'll see if analytics can be used to generate the radar chart. ZohoSurveys - Individual Responses Query (if using CRM to send surveys) If using the CRM integration, the Survey will already be associated with an email address. If not, then see...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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expanding on my article Zoho Deluge - Connect to Xero API and explores how instead of a schedule, we can get Xero to tell ZohoCRM whenever an invoice or contact gets updated in Xero. Why? I used to use ZohoCRM schedules to pull when an invoice has been...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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is an article with some common snippets of code that use the InvokeConnector and do things we can't do in shortcode. List CRM Users (ActiveUsers) Note that this is somewhat superseded by: l_Users = zoho.crm.getRecords("users") or r_User =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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much online to address the errors I encountered below but also to document the import process of a bunch of files into a ZohoCRM system. Why? Our use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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to a specified user". Why? Sorry Zoho! I tried using the interface to set up a workflow or any other mechanisms within ZohoCRM that allowed me to set up a daily reminder to the lead record owner but to no avail. An assignment rule wouldn't work in this...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This is an article to show you how to, using Deluge code, generate all the email signatures in the user profile in ZohoCRM. Why? To simplify the on-boarding process. A client of ours has a rather rich HTML email signature with a profile photo included....
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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the article: Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo. This is the next step as we get it to look at data within ZohoCRM. Why? Because it is a serious improvement upon ZohoZIA and we get a lot of requests around customizing ZohoZIA... How? So...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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I already have an article documenting Pushing a value to a datetime field in CRM but wanted another article here to remind me of the Deluge code I need to add/subtract time. Why? Just want to add 10 minutes to a date/time field in ZohoCRM and wanted a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This article demonstrates how to return a list of unique values in a particular field in a CRM module. Why? My use-case is a data-migration where the records exist in a staging module in CRM but I want to transform/translate one of the column values...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *