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 Books: Display Sales Order Shipping Address on Package Slip: / Zoho /; What? I probably won't forget this but just in case I do, this is an article to explain how I got the shipping address from a sales order in Zoho Books into the template of the Package Slips. Why? ...; Created on 07 October 2021
3. Zoho CRM & Zoho Books: Get Books Currency and Tax IDs: / Zoho /; What? A quick note for when I want to quickly generate maps of a currency or a tax from a client's Zoho Books. Why? The use-case here is that we are creating a Sales Order in Zoho Books from Zoho ...; Created on 24 September 2021
4. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.: / Zoho /; What? An article to note something I didn't realize I needed: How to address the above error and how to update a Shipping Address for a specific Sales Order in Zoho Books. Why? You might think ...; Created on 22 September 2021
5. Zoho CRM & Zoho Books: Get SalesPersons: / Zoho /; What? An article so that I don't spend so long in trying to find sales persons in Zoho Books. Why? My use case is that I want to create a Sales Order in ZohoBooks based on one in ZohoCRM and wanted ...; Created on 30 August 2021
6. Zoho CRM & Zoho Books: Custom Related Lists Deluge: / Zoho /; ... how to do this and it takes about an hour to go through the documentation and get a working solution. How? So the article below shows how to do this Zoho CRM and how to do it in Zoho Books... ...; Created on 30 July 2021
7. Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Books: / Zoho /; What? This is an article to document how to use Zoho Deluge to download a file that was uploaded into a Zoho Creator form and then to attach it to a Sales Order in Zoho Books. Why? Because it ...; Created on 15 May 2020
8. 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
9. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; ... ZohoCRM webhook, because CRM webhooks run more reliably then the ones we have found in ZohoBooks and other Zoho Apps. Prerequisites: Setup a connection called "joel_books" that has the necessary scopes ...; Created on 27 April 2023
10. ZohoDeluge: Check Shipment Status via DHL API: / Zoho /; ... 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 = organization.get("organization_id"); // // ...; Created on 21 March 2023
11. Zoho Analytics: Determine profits from invoices and purchase orders: / Zoho /; What? An article on the reasoning and steps to generate a dataset using Zoho's ANSI-SQL queries to generate the margins of each invoice in ZohoBooks. Why? We need to create a profits/losses dashboard ...; Created on 03 November 2022
12. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template: / Zoho /; ... v_OutputMessage; Update: What is the URL to download the PDF in Zoho Books? Found this today so thought I'd add it to this article: Invoice: https://books.zoho.com/api/v3/invoices/pdf?organization_id=&invoice_ids= ...; Created on 18 August 2022
13. Zoho Inventory: Mark a package slip as delivered and shipped: / Zoho /; ... ZohoInventory.packages.READ ZohoInventory.shipmentorders.CREATE ZohoInventory.shipmentorders.READ // // init (put your own ZohoBooks/ZohoInventory Org ID v_BooksOrgID = 123456789; // // ...; Created on 14 July 2022
14. Amazon Kindle: Send PDFs to your Kindle: / Kindle /; ... of ebooks currently assigned to your Kindle account, all of which are shown under the Content Other options shown include Devices, Preferences, and Privacy Settings. Click on the Devices heading to show ...; Created on 29 June 2022
15. Zoho CRM & Zoho Inventory: Upload Image to Item Record using Deluge: / Zoho /; ... We want the photo on eBay to be downloaded and uploaded to the Zoho Inventory record for the respective record. As Zoho Books and Zoho Subscriptions uses the same database tables as Zoho Inventory, and ...; Created on 21 June 2022
16. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... OnSubmit > click on Create Workflow Select you want to run some Deluge Script and plug in the following code if(!isnull(input.Zoho_Inventory_ID)) { // // specify your own Inventory/Books organization ...; Created on 31 March 2022
17. Zoho CRM: searchRecords with sorted results: / Zoho /; ... (CRM, Creator, Books) seems to interpret this sorting feature differently. This article is an effort to find clear and working solutions. It is working again as of 2022-02-10. How? Two methods ...; Created on 10 February 2022
18. Zoho CRM: Standard Setup for Tax Rates: / Zoho /; ... learn as a quick point of reference. Why? Some clients systems will presume that they don't need their sales or CRM users to think about tax and probably manage it in Zoho Books leaving it to their ...; Created on 02 September 2021
19. Zoho CRM: Permission Denied for Quote Conversion Mapping: / Zoho /; ... don't use the invoice module (that's for their finance team using ZohoBooks), we disabled the CRM Invoice module. How? Therein lies the reason. For the quote conversion mapping, it needs the CRM ...; Created on 02 September 2021
20. Zoho People: Reject an Application for Leave in Deluge based on Criteria: / Zoho /; ... going to use a range of 1 month before and 1 month after the requested date (so this works as long as no one books longer than a month in one go - increase the submonth/addmonth parameter if an employe ...; Created on 10 December 2020