Assuming trigger is required, the following 50 results were found.
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or monthly. Spent a while trying not to use code but here we are. Code is our friend. How? So we'll run a workflow that triggers on the creation of a lead and runs a function which will simultaneously create a task with a reminder both on popup and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This is an article to show you how to use triggers but also how to stop them. We only found this an issue when using REST API v2.1 but also to show you how to configure triggers when using createRecord or updateRecord. Why? We had a Creator app updating...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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and the Payment Date. Why? This was requested by a customer and the problem happened in that the workflow would simply not trigger when the invoice was paid. The customer had added 3 custom fields: Payment Method, Payment Date, and Last Four Digits....
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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Function: void automation.fn_Quotes_OnEdit(int 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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the mouse over it after creating the function so that you can enable the REST API endpoint of it. This will need to be triggered whenever there is an update to the order (especially when tracking details are changed on the order). /*...
- Type: Article
- Author: Joel Lipman
- Category: Shopify
- Language: *
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= preg_replace("#((\_){2})\\2+#", "$2", trim($v_Output, "_")); // returns a string return $v_Output; } and the MySQL is a trigger which executes before the record is inserted and increments the value of url_alias: DROP TRIGGER IF EXISTS...
- Type: Article
- Author: Joel Lipman
- Category: Personal Home Page
- Language: en-GB
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loops from happening in Creator and crashing the application. This is more for complex Creator forms which have workflows triggered from many deltas/changes. Why? Some clients have referred to this as the "spinning circle of death": they load up a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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Sends ZohoSign template off to contact email Contact completes and signs the form via ZohoSign ZohoSign on completion triggers worklow from within ZohoCRM ZohoCRM webhook updates the tracking record (ZohoSign Document) and attaches the signed document...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Function: string standalone.fn_Deal_UpdateRelatedToCancelled() Label: Fn - Customer Deals - Cancel Related Records Trigger: Standalone Purpose: For any deal which is cancelled, cancel its related sales orders. Inputs: - Outputs: - Date Created:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Function: String fn_PushPerformanceToAnalytics(int p_RecordID) Label: Fn - Push Performance Data to Analytics Trigger: Workflow when an objective is created or edited. Purpose: Pushes the data and columns we need to Zoho Analytics to produce an...
- Type: Article
- Author: Joel Lipman
- Category: Zoho People
- Language: *
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Function: string standalone.fn_Analytics_ExportChart(int p_ContactID) Label: Fn - Analytics - Export Chart Trigger: Standalone / On-demand Purpose: Extracting a chart from Zoho Analytics Inputs: The CRM contact record Outputs: - Date Created: 2025-09-25...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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CRM function, we'll convert it to a REST API function which will give us a URL and then we'll configure the Zoho Survey to trigger a webhook when submitted. Pre-Amble Just need a few fields on the CRM contact record to store the survey metadata Login to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Function: string standalone.fn_Xero_GetInvoices() Label: Fn - Xero - Get Invoices Trigger: Standalone / On-Demand / Callable Purpose: Function to get the first page of most recent invoices from Xero and pull them into ZohoCRM Inputs: - Outputs: - Date...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Function: string standalone.fn_Xero_MapTaxRates() Label: Fn - Xero - Map Tax Rates Trigger: Standalone / On-Demand Purpose: Function used to map Xero tax rates to Zoho ones Inputs: - Outputs: - Date Created: 2025-10-13 (Joel Lipman) - Initial release...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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m_Data = Map(); m_Data.put("data", l_RecordsToSend); // // this is REST API so by default all triggers run. Use an empty list to stop or prevent these from triggering. m_Data.put("trigger",[]); // // send via REST API v2.1 on EU datacenter...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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form (the one your radio tabs group exists on) (Record Event) Run when a record is Created or Edited (Form Event) When to trigger workflow Load of the form Name the workflow, I'm calling mine OnLoad Add New Action > Deluge Script: And I add the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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this record is the same school if(r_School.get("Account_Name").equalsIgnoreCase(v_SchoolName)) { // update the CRM record m_Trigger = Map(); m_Update = Map(); m_Update.put("Total_Number_of_Candidates",v_CandidatePlacedCount);...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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manage a subform. The module we are applying this client script to is a custom module called "Deployments". The field which triggers it is called "Which_rate_card_is_this_based_off". The expected outcome is the appending of a row to the subform based on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Function: void fn_AB_AssociateVacancy2Candidate(int p_CandidateID) Workflow: AB001: Associate Job Openings with Candidate Trigger: Workflow run whenever a candidate record is modified Purpose: Associates Job Openings with a Candidate when their record...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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m_Thread.put("content",v_Message); l_Messages.add(m_Thread); // // if the message is not blank nor the trigger, send to OpenAI ChatGPT API if(!isBlank(v_Message) && v_Message!="Ask ChatGPT") { // // Need to add your own OpenAI token here v_Token =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *