Advanced Search

Here are a few examples of how you can use the search feature:

Entering this and that into the search form will return results containing both "this" and "that".

Entering this not that into the search form will return results containing "this" and not "that".

Entering this or that into the search form will return results containing either "this" or "that".

Search results can also be filtered using a variety of criteria. Select one or more filters below to get started.

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

  1. ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-real-time-invoices-receive-webhook.html

    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 paid, but ZohoCRM schedules run only every 2 hours. You can set up 2 schedules: one that...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. Zoho Finance Suite Schedule: PATTERN NOT MATCHEDhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-finance-suite-schedule-pattern-not-matched.html

    A super quick article on resolving this issue if it ever appears again. Why? At time of print, this error was happening to schedules in Zoho Books, Zoho Inventory, and Zoho Subscriptions. Unless you can monitor when these type of schedules are failing,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  3. 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

    OnUserInput_ZBSoRef Put the following Deluge code: input.Attached_Files_in_CRM = false; Setup a scheduled task in Creator Schedules > New Workflow Choose a Date Field Start Date: select form and choose Modified_Time Run this process on condition...

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

    field input.Public_URL = v_PublicUrl; } Create a workflow to tidy up the records daily in Zoho Creator Go to Workflow > Schedules > New Workflow Set the Start date and time to tomorrow's date at 2:00am Run Daily Name the workflow Daily Delete Record...

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

    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; v_BooksOrgID =...

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

    in to run as many times as possible during the day (but not enough to be banned): Login to ZohoCRM > Setup > Automation > Schedules > Create New Schedule I'm calling my schedule "Shopify - Check Webhooks" and I'm going to execute a writing function. It...

    • Type: Article
    • Author: Joel Lipman
    • Category: Shopify
    • Language: *
Results 1 - 6 of 6