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Assuming orgid is required, the following 6 results were found.

  1. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

    the following code (amend the org ID and connection name): // // initialize b_ValidResponse = false; v_EstimateID = "-"; v_OrgId = "123456789"; v_Output = "Unable to process request"; // // evaluate v_Intent = ifnull(input.p_Intent,"-"); v_QuoteRef =...

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

  2. Zoho Books: Attach a document to a bill using Deluge / REST APIhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-attach-a-document-to-a-bill-using-deluge-rest-api.html

    request passed is not valid."} Scope(s) required: ZohoBooks.bill.CREATE, ZohoBooks.documents.READ */ v_OrgID = organization.get("organization_id"); v_BillID = bill.get("bill_id"); v_DocumentID = document.get("document_id"); // // 1. Download the...

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

  3. 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

    Login to ZohoDesk > Setup > Developer Space > API Scroll to the bottom of the page and you should see the 11-digit number "OrgId" there Note this down for later use Get the ZohoAnalytics Org ID: Login to ZohoAnalytics and ensure you are at the "Home"...

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

  4. ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

    */ // // initialize m_RelatedList = Map(); v_BooksOrgID = organization.get("organization_id"); v_SalesOrderID = salesorder.get("salesorder_id"); // // analytics specific table to read data from (enter your own here) v_ZA_WorkspaceID =...

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

  5. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-integrate-chatgpt-to-zohozia.html

    the top right) Under Zia, select "Conversational AI" Click on the link "Zia Developer Console" (yours will have the specific OrgID in the URL). Click on "Add Action" Give it the Action Name "Ask ChatGPT" This action should "Answer a Question" It should...

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

  6. ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohocrm-to-zohobooks-api-half-a-cent-or-penny-off-when-creating-an-invoice.html

    line something like the following: //... UPDATE INVOICE r_UpdateBooksInvoice = zoho.books.updateRecord("invoices",v_BooksOrgID,v_ZohoBooksID,m_InvoiceData,"zbooks"); if(!isNull(r_UpdateBooksInvoice.get("invoice"))) {...

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