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Assuming actions is required, the following 29 results were found.

  1. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

    = 0; if(!isNull(v_Template) && !isNull(v_Template.get("templates"))) { // _ if(!isNull(v_Template.get("templates").get("actions"))) { // get the actions l_Actions = v_Template.get("templates").get("actions").toList(); for each m_Action in l_Actions {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://www.joellipman.com/component/content/article/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html?catid=138&Itemid=165

    Request v_DealRef = ""; if(!isnull(r_RequestDetails.get("requests"))) { if(!isnull(r_RequestDetails.get("requests").get("actions"))) { l_Actions = r_RequestDetails.get("requests").get("actions"); for each r_Action in l_Actions {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Sign
    • Language: *
  3. ZohoCRM: Using Criteria with Module Record Counthttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-using-criteria-with-module-record-count.html

    it "zcrm". Standard Call for Module Record Count: v_PerPage = 200; v_Endpoint = "https://www.zohoapis.com/crm/v5/Quotes/actions/count"; r_MaximumCount = invokeurl [ url :v_Endpoint type :GET connection:"zcrm" ]; v_MaxCount =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-using-remove-key-on-a-map.html

    { m_Params = {"tags": l_Tags}; r_AddTags = invokeurl [ url :"https://www.zohoapis.com/crm/v7/Deals/" + p_DealID + "/actions/add_tags" type :POST parameters:m_Params.toString() connection:"azcrm" ]; info r_AddTags; } } } /*...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  5. Zoho Creator: Button on Report for Merging Multiple Selected Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

    + v_LineItemTotalExclVat; v_TotalVat = v_TotalVat + v_LineItemTotalVat; v_Total = v_Total + v_LineItemTotal; } // // other actions you want to do after all quotes looped through // } Save your function and click on "Done" to ensure it's all saved in the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  6. Zoho Creator: Receive eBay Order Notifications via Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-receive-ebay-order-notifications-via-webhook.html

    v_ReportName = "eBay_Webhook_Payloads_Report"; m_Payload = crmAPIRequest; v_Type = "Unknown"; l_SoapActions = List(); if(!isnull(m_Payload.getJSON("headers"))) { l_SoapActions = m_Payload.getJSON("headers").getJSON("soapaction"); for each v_SoapAction...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  7. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/component/content/article/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html?catid=129&Itemid=165

    the Rule Name, I called mine "Tickets - On Create or Edit" Execute On: Create, Edit, Customer Reply No Criteria Under 4. Actions, I click on "All Actions" and select "Custom Functions" Click on the Plus icon alongside this, scroll down to "Custom...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Desk
    • Language: *
  8. Zoho Webhooks & Shopify API: Keep Disappearinghttps://www.joellipman.com/articles/else/e-commerce/shopify/zoho-webhooks-shopify-api-automatically-restore.html

    inventory level update) v_CrmOrderUpdateWebhook = "https://www.zohoapis.com/crm/v2/functions/fn_shopify_webhook_orderupdate/actions/execute?auth_type=apikey&zapikey=1003.aaaabbbbccccddddeeeeffff00001111.22223333444455556666777788889999";...

    • Type: Article
    • Author: Joel Lipman
    • Category: Shopify
    • Language: *
  9. Zoho CRM: Updating a CRM record Custom Line Items using API v7https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-updating-a-crm-record-using-api-v7.html

    p_QuoteID) Label: Fn - Quotes - On Edit Trigger: Used in a workflow when a quote is modified Purpose: Actions when a quote is modified Inputs: int p_QuoteID - the ID of the CRM Quote Record Outputs: void Date Created: 2024-12-10 (Joel Lipman) - Initial...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. Licence GNU/GPLhttps://www.joellipman.com/component/content/article/licence-gnugpl.html?catid=50&Itemid=165

    acceptance. However, nothing other than this License grants you permission to propagate or modify any covered work. These actions infringe copyright if you do not accept this License. Therefore, by modifying or propagating a covered work, you indicate...

    • Type: Article
    • Author: Joel Lipman
    • Category: Static Items
    • Language: *
  11. Client Services: Website Development Agreementhttps://www.joellipman.com/component/content/article/client-services-website-development-agreement.html?catid=50&Itemid=165

    below). This is, of course, merely an initial draft of the agreement. Feel free to query, change and suggest other actions or route to take. My pricing structure: Easy, my base rate is £20/hour. I use my own timesheet system, so if you have a 5 minute...

    • Type: Article
    • Author: Joel Lipman
    • Category: Static Items
    • Language: *
  12. Zoho Deluge: Handle Commas between Quotes in a CSV (and New Lines)https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-handle-commas-between-quotes-in-a-csv.html

    Man","Address":"\"123 New Street","Territory":""} {"EmployeeID":"New York City\"","Name":"USA","Address":"","Territory":""} Actions Do you want to get rid of the annoying escaped double-quotes that no longer have any use in our data sample? Use a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  13. ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-real-time-invoices-receive-webhook.html

    = ""; v_AccessToken = ""; r_Response = getUrl("https://www.zohoapis.com/crm/v2/functions/fn_api_getxeroaccesstoken/actions/execute?auth_type=apikey&zapikey="); if(!isnull(r_Response.toMap().get("details"))) {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://www.joellipman.com/articles/else/e-commerce/ebay/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

    generates an eBay Access Token for me r_Response = getUrl("https://www.zohoapis.eu/crm/v2/functions/fn_ebay_getaccesstoken/actions/execute?auth_type=apikey&zapikey=1003."); if(!isnull(r_Response.toMap().get("details"))) {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Ebay
    • Language: *
  15. Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

    workflow when "When any field is updated" Filter the triggers when Status is "Paid" Just once or every time is "Everytime" Actions is a custom function called "fn_invoice_updatepaymentmethod" But this wouldn't work despite being as per the documentation...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  16. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

    { v_Url = "https://zohoapis.com/crm/v2/settings/inventory_templates/" + v_TemplateID + "/actions/print_preview?record_id=" + p_QuoteID + "&print_type=pdf"; f_FileRequest = invokeurl [ url :v_Url type :GET connection:"zcrm" ];...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  17. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-integrate-chatgpt-to-zohozia.html

    satisfied. Click on the left arrow/caret to return to the ZohoCRM ZIA main page Click on "Deploy to Production" Select what actions to deploy (the "Ask ChatGPT") and then click on "Deploy" All done? Now Test! Login/Reload ZohoCRM Click on "Ask Zia" Type...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. Zoho CRM: Change System Field Lengthhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-change-system-field-length.html

    saving it, then returning the "Lead Conversion Mapping" page, mapping it, and then testing by converting a lead to a deal. Actions Login to ZohoCRM > Setup > Modules and Fields Click on the "Deals" module (or whichever module you are wanting to edit) >...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  19. Zoho Deluge: Determine your Statement Execution Limithttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-determine-your-statement-execution-limit.html

    = " ".leftpad(5000); l_LoopInner = l_LoopInnerInner.replaceAll(" ", ","); l_Loop = l_LoopInner.toList(); // 3 actions so far // for each index v_Iteration in l_Loop { info v_Iteration; } // yields an incremental count from 0 to 4997 But the following...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  20. ZohoDeluge: eBay marketplace account deletion/closure notificationshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

    v_VerificationToken = ""; v_Endpoint = "https://www.zohoapis.com/crm/v7/functions/fn_ebay_alertnotification/actions/execute?auth_type=apikey&zapikey="; v_Response = zoho.encryption.SHA256(v_ChallengeCode + v_VerificationToken + v_Endpoint); //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
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