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Assuming organization is required, the following 38 results were found.

  1. ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-get-organization-business-hours-via-deluge-api.html

    shift for an employee either existing or that has been added to the system based on the business hours set at the organization level in ZohoCRM. How? Using an invokeURL, the key here is you'll find them in the settings; so check that your connection has...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. ZohoCRM: Template: not being able to edit a text boxhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-template-not-being-able-to-edit-a-text-box.html

    a sales order inventory template. Why? A client raised an issue that they had previously hard-coded the address of their organization into the body of a template (just below the header... they weren't using the header section) but then they changed...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  3. Zoho CRM & Zoho Inventory: Upload Image to Item Record using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-inventory-upload-image-to-item-record.html

    is my connection to ZohoBooks: // // declare ID of item in Zoho Inventory v_InventoryId = 123456789012345678; // // your organization ID (optional) v_BooksOrgId = 20220621; // // download photo from eBay r_DownloadedPhoto = invokeurl [ url...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. ZohoBooks: Stripe Terminal Integrationhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-stripe-terminal-integration.html

    Function: Map Take_Payment( Map invoice, Map organization, Map user) Label: Take Payment Trigger: On button click Purpose: Preps stripe terminal to take payment for balance of invoice. Inputs: invoice Outputs: - Date Created: 2023-02-24 - Initial...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  5. Zoho Books: System Values Mapshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-system-values-maps.html

    and the v_BooksOrgID is the ID of the instance in ZohoBooks; so for multiple instances of ZohoBooks for the same organization, a separate call would need to be made with a different variable org ID. /*...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  6. Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

    v_BooksSoID = ifnull(p_SoID,0); // // config v_BooksOrgID = "1234567890"; // put here your client's own Books Organization ID v_CrmSoModule = "CustomModule5004"; // ensure this is the corresponding module API name in CRM v_BooksAPIBase =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  7. Zoho Books: Generate Bank Text File for Downloadhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-generate-bank-text-file-for-download.html

    attachment request r_Attachment = invokeurl [ url: "https://www.zohoapis.com/books/v3/bills/" + v_BillID + "/attachment?organization_id=123456789" type: POST files: m_Attachment connection: "zbooks" ]; Open the file / Download via Browser We're going to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  8. Zoho CRM/Creator - Common Errors & Gotchashttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-creator-common-errors-gotchas.html

    is empty which is not true in my case. This is my invokeUrl: v_DataEndpoint = "https://inventory.zoho.com/api/v1/items?organization_id=123456789"; r_Response = invokeurl [ url :v_DataEndpoint type :POST parameters:m_CreateRecord headers:m_Header ];...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  9. Zoho Deluge: Associate/Link an Invoice to a Sales Orderhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-associate-link-an-invoice-to-a-sales-order.html

    the invoice line items to insert the "sales_order_item_id" field v_InvoiceID = invoice.get("invoice_id"); v_BooksOrgID = organization.get("organization_id"); // // a sales order has been created, get its ID (required) and reference (optional)...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  10. Zoho Deluge - Get Refresh/Access Token API v2https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-refresh-access-token.html

    r_Response = invokeUrl [ url: "https://books.zoho.com/api/v3/contacts/contactpersons?organization_id=12345678901" type: POST headers: m_Header parameters: m_CreateRecord ]; {"code":"MANDATORY_NOT_FOUND","details":{"api_name":"data"},"message":"required...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  11. Zoho Deluge: Setup an API Connection for InvokeURLhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-setup-an-api-connection-for-invokeurl.html

    using OAuth2.0. Usually used with an invokeUrl: response = invokeUrl [ url: "https://books.zoho.com/api/v3/estimates?organization_id=12346789" type: GET connection: "joelconnector" ]; How? So in the following example, we are going to setup a connection...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  12. Zoho CRM & Zoho Books: Get Books Currency and Tax IDshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-crm-zoho-books-get-books-currency-and-tax-ids.html

    and want to push a sales order immediately over. Get Currencies Remember to replace the v_BooksOrgID with your client's Organization ID for Zoho Books and check the URL for whether it will be https://books.zoho.eu or https://books.zoho.com. You will...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  13. 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

    Zoho Books? Found this today so thought I'd add it to this article: Invoice: https://books.zoho.com/api/v3/invoices/pdf?organization_id=&invoice_ids= Invoice [Alt]: https://books.zoho.com/api/v3/invoices/?accept=pdf&organization_id= Bill:...

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

    > New Schedule > I'm calling mine Nightly Schedule To Update Shipment Status // // init v_DaysAgo = 2; v_BooksOrgID = organization.get("organization_id"); // // specify DHL API Key (no need for the secret) v_DHL_API_Key =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  15. ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

    Tracking: https://developer.dhl.com/api-reference/shipment-tracking#reference-docs-section */ // // enter your own organization ID here for ZohoBooks and ZohoInventory v_BooksOrgID = 12345678901; // // evaluate v_currentDate =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  16. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

    TAX IDs ---------------------- m_Taxes = Map(); r_Taxes = invokeurl [ url :"https://books.zoho.eu/api/v3/settings/taxes?organization_id=" + v_BooksOrgID type :GET connection:"zbooks" ]; for each r_Tax in r_Taxes.get("taxes") {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  17. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

    handle a lot of code or long URLs such as a base64 source URL for an image. The Plan Get company phone and website from Organization Details in ZohoCRM. Upload and get publicly-accessible image URL to/from ZohoWriter. Loop through active users in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

    which is used here to retrieve the item/product record. // // initialize m_Blank = Map(); // // evaluate v_BooksOrgID = organization.get("organization_id"); // // loop through line items for each m_LineItem in salesorder.get("line_items") { r_BooksItem...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  19. ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

    Function: Map Related_Purchase_Orders( Map salesorder , Map organization , Map user , Map page_context ) Label: Related Purchase Orders Trigger: Displays on Sales Order record Purpose: To display related POs linked by a custom Sales Order lookup field...

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

    licensed under this License. Each licensee is addressed as “you”. “Licensees” and “recipients” may be individuals or organizations. To “modify” a work means to copy from or adapt all or part of the work in a fashion requiring copyright permission, other...

    • Type: Article
    • Author: Joel Lipman
    • Category: Static Items
    • Language: *
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