Search - Joel Lipman .Com

1. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Account: / Zoho /; ... to the same school and updates some number fields on the matched CRM account. Why? For reporting purposes. Although Zoho Analytics can use data imported from both ZohoCRM and ZohoRecruit, it was ...; Created on 19 October 2022
2. Google Drive API v3 - OAuth2 using Service Account in PHP/JWT: / Google /; What? This is an article explaining the code needed to write a PHP script which generates an access token for a service account which in turn is used to list files in a team's Google Drive. This is ...; Created on 02 February 2019
3. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... Created: 2024-08-06 (Joel Lipman) - Initial release - Tidied up, removed commented code - Added Email and Account mapping to ZohoSign Document record Date ...; Created on 06 August 2024
4. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... 'https://analytics.zoho.eu/clientapi/imageLibrary/fetchImage?ZDBFILEID=12345000034567890&ZSOID=20240725001' ) ) AS "Status" FROM "Accounts" ORDER BY "Modified Time" DESC /**** Pseudo: Select Modified ...; Created on 25 July 2024
5. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; ... = v_Message + "No Datasource Information! Either the data source synchronization has been switched off or there is an error with a connection account between Zoho People and Zoho Analytics. "; } v_Message ...; Created on 02 July 2024
6. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... user, and authorized as the system account (a separate Zoho user we have named SYSTEM ADMIN); this reduces the amount of blame on the system manager believed to be assigning these manually. Source(s): Zoho ...; Created on 14 May 2024
7. Zoho Deluge and Wordpress/WooCommerce API: Get All Products: / Zoho /; ... > REST API (link under the tabs) Click on the Add key button Give it a description, assign a user that it will run as (preferably of the admin or account that will never leave the business), and permissions ...; Created on 15 April 2024
8. ZohoCreator: Basic Widget with Zoho Data: / Zoho /; ... span.year').text(currentYear); Error(s) Encountered: Error Status 401 Code 1030: Authorization Failure. The access token is either invalid or has expired. Please check your Zoho Accoun ...; Created on 14 March 2024
9. Zoho Books: System Values Maps: / Zoho /; ... Map fn_GetSystemValues() Trigger: Snippet to be used at beginning of code to get dynamic maps of system values Purpose: Taxes, Currencies, Payment Terms, Sales Persons, and Nominal Accounts Inputs: ...; Created on 07 November 2023
10. Zoho Books: Generate Bank Text File for Download: / Zoho /; ... a variable: // // initialize v_CSVString = "Bank Sort Code,Bank Acc. No,Account Holder"; v_CSVString = v_CSVString + "12-34-56,012345678,Joel Lipman"; // // convert to a TXT file (not a CSV...) f_BillsExport ...; Created on 02 October 2023
11. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters: / Zoho /; ... each r_Tax in r_Taxes.get("taxes") { m_Taxes.put(r_Tax.get("tax_percentage").toString(),r_Tax.get("tax_id")); } // // ---------------------- DETERMINE ZOHOBOOKS CUSTOMER ID ---------------------- if(!isnull(r_QuoteDetails.get("Account_Name"))) { v_AccountID ...; Created on 18 September 2023
12. Zoho Inventory: Enable Tracking using the API: / Zoho /; ... enabled. But to flesh that out a little more along with setting the other options under "Advanced Tracking" // // get chart of accounts to use r_ChartOfAccounts = invokeurl [ url :"https://books.zoho.eu/api/v3/chartofaccounts?organization_id=" ...; Created on 04 May 2023
13. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; ... to view taxes and chart of accounts Setup a connection called "joel_inventory" that has the necessary scopes to do everything under the sun Setup a function that generates an access token of the Trading ...; Created on 27 April 2023
14. ZohoBooks: Stripe Terminal Integration: / Zoho /; ... create payment record if(v_ZB_InvoiceID != 0) { // // get ZohoBooks nominal account for Stripe v_NominalAccountID = ""; r_ChartOfAccounts = invokeurl [ url :"https://www.zohoapis.com/books/v3/chartofaccounts?organization_id=" ...; Created on 16 March 2023
15. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... Update November 2024 Code to get this working with GPT 4o Mini: // requires a paid account: https://platform.openai.com/api-keys v_ChatGPT_ServiceAccount_Key = "sk-XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX"; // m_Header ...; Created on 06 March 2023
16. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo: / Zoho /; ... edit the code for the "Message Handler" Get an OpenAI API Key Login to OpenAI Browse to https://platform.openai.com/account/api-keys Click on "Create a new key" Copy & paste into a text editor ...; Created on 13 February 2023
17. Zoho Analytics: Determine profits from invoices and purchase orders: / Zoho /; ... in Zoho Analytics as we can't control the out-of-the-box PNL report that comes with Zoho Books. We needed a dataset that took into account "Delivery" as a separate line item on the purchase order. I' ...; Created on 03 November 2022
18. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; ... admin account) Log in to https://accounts.zoho.com/developerconsole Click on Add Client ID Select "Self Client" Provide the details and register your application Upon successful authentication, ...; Created on 17 October 2022
19. Amazon Kindle: Send PDFs to your Kindle: / Kindle /; ... option Account and Lists which should show somewhere along the top right of the home screen. Under Account and Lists, look for Your devices and content > Manage Devices. You will get to see the list ...; Created on 29 June 2022
20. Zoho Creator: Embed Forms/Reports on a Page: / Zoho /; What? Well known by most but this serves as a quick reminder to myself and anyone else on how to embed a form or a report into a Zoho Creator page. Why? Cos How? The below is a template ...; Created on 05 May 2022