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Assuming automation is required, the following 18 results were found.

  1. Automationhttps://www.joellipman.com/component/content/category/articles/automation.html?Itemid=165

    • Type: Category
    • Language: *
  2. Zoho Analytics & Zoho People: Monitor DataSource Sync https://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-zoho-people-monitor-datasource-sync.html

    A quick article on how to setup an automation that checks if a datasource synchronization between Zoho People and Zoho Analytics failed. This can be adapted to any data source for Zoho Analytics. Why? We're assisting a client implement Zoho People as...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  3. Joes FREE Website Thumbnailer (JWT)https://www.joellipman.com/component/content/article/joes-free-website-thumbnailer.html?catid=53&Itemid=165

    MS Internet Explorer libraries) Uses GDIPlus libraries for screenshots and to convert images. Autohotkey (my favourite automation tool) to combine the two into an executable and interface (almost as quick as google's chrome :c). Version 0.6 beta is...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *
  4. Zoho Creator: Prevent Endless Loops On User Input of a Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-prevent-endless-loops-on-user-input-of-a-field.html

    up a Creator application or change a field and there will be a spinning icon indicating that the field has triggered an automation/workflow but it keeps spinning and doesn't stop. The app page will ultimately timeout and when reloading the form it...

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

    + " " + m_Payload.toString() ] // // to cut even more time, we could store it directly in ZohoCRM and have a CRM workflow/automation forward it to Zoho Creator. m_WebhookLog = Map(); m_WebhookLog.put("Name","Shopify - Inventory Update - " +...

    • Type: Article
    • Author: Joel Lipman
    • Category: Shopify
    • Language: *
  6. 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

    duplicate line items): /* ******************************************************************************* Function: void automation.fn_Quotes_OnEdit(int p_QuoteID) Label: Fn - Quotes - On Edit Trigger: Used in a workflow when a quote is modified...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  7. Basic Webpage Controls with JavaScript / COMhttps://www.joellipman.com/component/content/article/basic-webpage-controls-with-javascript-com.html?catid=48&Itemid=165

    COM: Basic Ahk_L COM Tutorial for Webpages I would recommend tank's iWeb Functions, which are designed to make web automation more simple. (original is AHK Basic only, but here is an AutoHotkey_L Version by sinkfaze) Basic Webpage Controls COM Object...

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

    they are accessing the service from). Additional I am a one-man band, a solopreneur, freelancer but I specialise in automation which lets me do the work of many more. I have associates who can step in when necessary but they will not necessarily match...

    • Type: Article
    • Author: Joel Lipman
    • Category: Static Items
    • Language: *
  9. Joes DNS Correction (JDC)https://www.joellipman.com/component/content/article/joes-dns-correction2.html?catid=53&Itemid=165

    and to type "ipconfig /flushdns" then "ipconfig /registerdns" and the connections would have been restored. As I love automation and reducing processes to single-click fixes, I made this teeny tiny program to run the above commands and check the error...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *
  10. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-text-sms-using-twilio-api-localsense.html

    return r_TwilioResponse; Adapting it to trigger off a scheduled workflow of a call/meeting Login to ZohoCRM > Setup > Automation > Workflow Rules > Create Rule Module is "Calls" Rule Name can be whatever you want, I'm calling mine "Calls - Send SMS...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  11. ZohoCRM: ZDK Client Script to retrieve Contact Emailhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-zdk-client-script-to-retrieve-contact-email.html

    retrieves and populates an email field based on when a contact is selected in a lookup field. Why? I could do a normal automation/workflow on save of the record, but the client wants the email to be prefilled in the field as soon as a contact is...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  12. Zoho CRM: Manage a subform using Client Scripthttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-manage-a-subform-using-client-script.html

    with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script. Why? A client wanted an automation on-the-fly that when selecting a specific value in a field, a row would be added to a subform contained herein. How? Well I...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  13. ZohoDeluge: Check Shipment Status via DHL APIhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-check-shipment-status-via-dhl-api.html

    date and updates the shipment status for items that have been delivered: Login to ZohoInventory > Setup (Cog Icon) > Automation > Schedules > New Schedule > I'm calling mine Nightly Schedule To Update Shipment Status // // init v_DaysAgo = 2;...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  14. 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

    Note the connection link name (mine is called "zanalytics") Create a Ticket workflow: ZohoDesk > Setup > Automation > Workflows Click on "Create Rule" Select "Tickets" under "Module" for the Rule Name, I called mine "Tickets - On Create or Edit" Execute...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Desk
    • Language: *
  15. Zoho CRM Client Script: Map Quote to Invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-map-quote-to-invoice.html

    This is an article to apply an automation that when creating an invoice in CRM from a related quote, it maps in the fields. Why? The process should be that you go to the CRM quote record and click on "Convert" > then select "Invoice", and it should map...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  16. Sync Outlook 2007 Shared Calendar with SharePoint 2007https://www.joellipman.com/component/content/article/sync-outlook-2007-shared-calendar-with-sharepoint-2007.html?catid=77&Itemid=165

    dropping (TIP: I right-click and hold and drag and this then gives you other options as well as the "copy"). Where's the automation? All-Day Events We use this for leave and this is just a note to say I had to amend the event using Outlook 2007 to tick...

    • Type: Article
    • Author: Joel Lipman
    • Category: SharePoint
    • Language: *
  17. Windows 10: Shortcut Apps to Settingshttps://www.joellipman.com/component/content/article/windows-10-shortcut-apps-to-settings.html?catid=80&Itemid=165

    This is a list of apps that if run via the run command, or used in a desktop shortcut, or that you want to include in automation software such as AutoHotkey, opens any specific Windows OS settings page. This does not make the change to the setting...

    • Type: Article
    • Author: Joel Lipman
    • Category: Windows OS
    • Language: *
  18. A for loop within a for loop in MS-DOShttps://www.joellipman.com/component/content/article/a-for-loop-within-a-for-loop-in-ms-dos.html?catid=51&Itemid=165

    The example wants to loop through a directory and then loop through the line it finds. Why? I use another technology for automation but sometimes the simpler solution is the one I make for other people to use. Explaining MS-DOS batch programs is a lot...

    • Type: Article
    • Author: Joel Lipman
    • Category: MS-DOS
    • Language: en-GB
Results 1 - 18 of 18