Search - Joel Lipman .Com

1. 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
2. ZohoCRM: Get Organization Business Hours using Deluge/API: / Zoho /; ... form is called "Staff" and the subform is called "Usual Shift" containing the columns "Day", "Start Time", and "End Time": // // select applicable staff l_ApplicableStaff = Staff[ID != 0]; for eac ...; Created on 28 March 2023
3. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... shared can be controlled/monitored. Create a CRM Module called "GPT Chats" (singular: GPT Chat) Modify the name field to be an Auto-Number (I'm prefixing mine with CHAT- Add a pick list called ...; Created on 06 March 2023
4. Zoho Creator: Disable/Hide the add and delete subform row buttons: / Zoho /; ... on your CSS with regard to referring to elements by ID, so for example, if my subform is called "Item Details", then I would adjust the code to something like the following: // // CSS overrides v_CssNotes ...; Created on 28 February 2023
5. Joel's Reference to MidJourney v4 Prompt: / Graphic Design /; ... Storing prompts as quick commands Type /prefer option list to see what custom options you already have. By default you should have one called "wallpaper": /imagine a flower // returns 4 ...; Created on 11 February 2023
6. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; ... So we created a custom module called "Candidates x JobOpenings" (with alternative API name as "CustomModule6"). Just to add to the complexity of the task, the client has their own reference for Candidates ...; Created on 08 February 2023
7. ZohoCRM: Import Attachments: / Zoho /; ... ID which has to be unique as you may have many files called "image001.jpg" but for other records. Parent Id: The CRM Record ID you are going to attach the file to (eg. "zcrm_123450000000000123456"). ...; Created on 16 January 2023
8. Zoho CRM: Manage a subform using Client Script: / Zoho /; ... client script which will 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". ...; Created on 09 December 2022
9. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Account: / Zoho /; ... As mentioned, we're going to update several fields called: Number of Candidates This Graduation Year Number of Candidates Next Graduation Year Candidates Graduated in the Past Candidates Graduating ...; Created on 19 October 2022
10. Zoho Creator: Populate a Multi-Lookup: / Zoho /; ... called "Zoho Inventory Package Slips" and I'm adding these to a Creator form called "Appointment", my code should be something like the following: // // get 100 most recent appointments where this field ...; Created on 18 August 2022
11. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... when Status is "Paid" Just once or every time is "Everytime" Actions is a custom function called "fn_invoice_updatepaymentmethod" But this wouldn't work despite being as per the documentation (see ...; Created on 17 August 2022
12. ZohoCRM: ZDK Client Script to retrieve Contact Email: / Zoho /; ... the ID from the lookup field called "Vendor Contact" var v_VendorContactID = ZDK.Page.getField('Vendor_Contact').getValue().id; // get the record details for this contact record var r_ContactDetails ...; Created on 20 July 2022
13. Zoho Inventory: Mark a package slip as delivered and shipped: / Zoho /; ... is triggered when a user ticks a decision box in Zoho Creator (on iPad displays as an on/off switch). My connection here called "jl_inventory" has the minimum required scopes: ZohoInventory.salesorders.READ ...; Created on 14 July 2022
14. Zoho CRM & Creator: Download attachment and upload to Creator file field: / Zoho /; ... section to hold a notes field. A notes field called "Note_Attachments" (this will display a HTML table with click-to-download files) A blank subform callled "Attachments" (links to a form called "Documents") ...; Created on 11 March 2022
15. Zoho Deluge: a HTML Entity Decoder: / Zoho /; ... a HTML entity would be submitted. So it doesn't decode every HTML in existence, only the ones I know will happen. Here's the Zoho Deluge code I use (note that I've put this in a namespace called "DataCleansing", ...; Created on 27 January 2022
16. Zoho Creator: Receive eBay Notification and Create Shopify Order: / Zoho /; What? This is an article documenting how to parse the notification from eBay and using it to create an order in Shopify. Why? Previously, we would receive an eBay notification and create an ...; Created on 21 January 2022
17. ZohoCRM & Xero Real-Time Invoices: Receive Webhook: / Zoho /; What? So this is an article expanding on my article Zoho Deluge - Connect to Xero API and explores how instead of a schedule, we can get Xero to tell ZohoCRM whenever an invoice or contact gets updated ...; Created on 10 January 2022
18. Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng): / Zoho /; ... Why? Our use-case is that we have a field called "Customer's Time Zone" on the lead record in ZohoCRM. It should be auto-populated... How? As mentioned, we're going to use the address on the Lead ...; Created on 15 December 2021
19. Zoho Creator/Deluge: Calculating with Timezone Offset: / Zoho /; ... Daylight Savings Time. The field is a text line field called Customers_Requested_Time and I have added a few more date time fields called GMT_Date_Time_Start, GMT_Date_Time_End, System_Date_Time_Start, ...; Created on 07 December 2021
20. Zoho CRM: Schedule a Task: Timesheet Reminder: / Zoho /; ... Friday at 08:00 in the morning and will create a task if time logged is too low and will remind via Popup at about 4pm (16:00). You will need a connector (I've called mine joel_timesheet) and I've given ...; Created on 02 December 2021