Search - Joel Lipman .Com

1. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; What? An article on something that has taken me several days to get working: Get Zoho Books or Zoho Inventory that when an invoice is marked as paid, update 2 custom fields with the Payment Method, and ...; Created on 17 August 2022
2. Zoho Workdrive: Getting Team Folder ID: / Zoho /; ... has been uploaded to the workdrive. The direct link to the file is " + v_UploadFilename + ". "; } // v_Message = v_Message + "This file is ready for importing into the system. Kind Regards, The ...; Created on 11 September 2024
3. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... Webhook when ZohoSign sees a completed document Purpose: This function is used as a webhook when ZohoSign detects a document has been completed Inputs: crmAPIRequest Outputs: ...; Created on 06 August 2024
4. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... A custom field against the item record has been added which is a lookup to the Sales Order module. This means that on a purchase order, and per line item, the staff can specify which Sales Order ...; Created on 09 July 2024
5. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; ... is incorrect in Zoho Analytics, and payroll gets run with these discrepancies, then they will have a fair few disgruntled employees who may have been paid incorrectly. As such this system has to be reliable ...; Created on 02 July 2024
6. Zoho Books / Inventory: Get Item Rate from a Price Book/List: / Zoho /; What? A quick article on how to get the pricebook entry using Zoho Deluge for a specific product in your ZohoBooks or ZohoInventory instance. Why? This took me the best part of an hour to determine ...; Created on 23 May 2024
7. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... (3 days overdue) then assign to Dan (set as a separate workflow 4 days after creation of lead? Ensure that when this has been converted to a contact it removes this task.) - Use connection ...; Created on 14 May 2024
8. Zoho Creator: Render to PDF with margins and page numbers: / Zoho /; ... first designing the template, there could have been a fair few improvements right out of the gate. Then the client comes back and says things like "can we add this?", "can it say this instead?", "can it ...; Created on 07 May 2024
9. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... String fn_Shopify_RestoreWebhook() Label: Fn - Shopify - Restore Webhook Trigger: Scheduled function to check on Shopify webhooks and to restore them if they have been removed. Inputs: ...; Created on 22 April 2024
10. Zoho Deluge and Wordpress/WooCommerce API: Get All Products: / Zoho /; ... in Zoho Inventory and this feeds the website. More than often, however, this request comes in when the customer has already been setting their Zoho environment up and the Wordpress site has the more information. ...; Created on 15 April 2024
11. Zoho CRM: Client Script Confirmation Box and Popup Mailer: / Zoho /; ... ie "Extra Confidential" has been ticked if (b_ContactConfidential) { // prompt with a confirmation box var b_Proceed = ZDK.Client.showConfirmation('Do you want to open the mailer ...; Created on 06 February 2024
12. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... Update 2023: This solution has been superceded by instead directing the ZohoTicket Attachment trigger (internal webhook in ZohoDesk rather than on Ticket Edit) and creates a row in a ZohoCreator report ...; Created on 05 December 2023
13. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... Not sure about the rest of you, but I've been using this for pagination purposes and for the system to work out how many pages or loops in total it would need to do. How? Here's a couple of working ...; Created on 14 November 2023
14. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; ... if payment has already been recorded before creating a new one. - Fixed reference_number being included on customer payment. Date Modified: 2023-03-21 (Joel Lipman) - Added if conditions ...; Created on 27 April 2023
15. Zoho Deluge: Get All Orders from eBay: / Zoho /; What? Following on from my article: ZohoCRM: Get All eBay Active Listings, this is how to get all the orders from a client's eBay. Why? Our use-case is a data migration from eBay to a fresh instance ...; Created on 29 March 2023
16. ZohoCRM: Get Organization Business Hours using Deluge/API: / Zoho /; ... 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 ...; Created on 28 March 2023
17. ZohoDeluge: Check Shipment Status via DHL API: / Zoho /; ... that asked, in this case Zoho Inventory. So for this, I've set up a nightly schedule which checks on all the shipments from a certain date and updates the shipment status for items that have been delivered: ...; Created on 21 March 2023
18. ZohoBooks: Stripe Terminal Integration: / Zoho /; ... - Initial release - been successfully proccessed by the physical reader Date Modified: 2024-05-21 (Joel Lipman) - Revamp of code as per best practices - ...; Created on 16 March 2023
19. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... ent") + "\n\n- ChatGPT"; } } } // if(!b_ContactedChatGPT) { my_Text = "Oops! I didn't understand that last question. Calm down, I've been upgraded to version 2.0 so as to give you a ...; Created on 06 March 2023
20. Zoho Deluge: Shopify API: Get all active products with GraphQL and Pagination: / Zoho /; ... that had been updated on " + zoho.currenttime.subDay(1).toString("EEEE, dd-MMM-yyyy") + " "; v_Message = v_Message + "There were " + v_CountUpdated + " record(s) updated. Kind Regards, The Team"; sendmail [ from ...; Created on 20 February 2023