Search - Joel Lipman .Com

1. Product Documentation: / Category /; Created on 05 March 2020
2. Documentation: / Category /; Created on 05 March 2020
3. Documentation Introduction: / Documentation /; I'm going to be putting all the articles which document my downloadable products. Please bear with me as I collate all your questions and go into more detail; Created on 12 September 2010
4. ZohoCRM: Import Attachments: / Zoho /; ... Our use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective records in CRM. This took me a while as our own documentation ...; Created on 16 January 2023
5. Zoho CRM: Manage a subform using Client Script: / Zoho /; What? This is an article with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script. Why? A client wanted an automation on-the-fly that when selecting a specific ...; Created on 09 December 2022
6. Zoho Deluge: Generate a loop or list of any size: / Zoho /; What? This is an article on a trick I picked up from one of our interviewees as well as apparently in one of the Zoho documentation manuals. It uses leftpad to create a string of a length, converts ...; Created on 21 October 2022
7. 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
8. Zoho CRM & Zoho Inventory: Upload Image to Item Record using Deluge: / Zoho /; ... there's more documentation on the API for Zoho Books, we're going to apply this solution to Zoho Books. How? We're not going to go into detail on how to parse an eBay response here (see my other articles ...; Created on 21 June 2022
9. Zoho CRM: searchRecords with sorted results: / Zoho /; ... Contrary to the documentation saying there are only the approved and converted values supported in additional parameters, I find the below works in CRM just fine: // ****************** CODE USING ...; Created on 10 February 2022
10. Zoho Creator: eBay: Get Item Transaction: / Zoho /; ... - API Explorer Test Tool: https://developer.ebay.com/DevZone/build-test/test-tool/default.aspx?index=0&env=production&api=trading - GetItemTransactions Documentation: https://developer.ebay.com/devzone/xml/docs/Reference/eBay/GetItemTransactions.html ...; Created on 22 January 2022
11. 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
12. 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
13. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attach: / Zoho /; What? An article to save time where a customer wants to click a button to generate a merged document in Writer and attach it to the CRM record. Why? Our use-case is that we have a client who has ...; Created on 21 October 2021
14. Zoho Creator / eBay: Get all Active Products: / Zoho /; ... More Info: - API Explorer Test Tool: https://developer.ebay.com/DevZone/build-test/test-tool/default.aspx?index=0&env=production&api=trading - GetMyeBaySelling Documentation: https://developer.ebay.com/devzone/xml/docs/reference/ebay/getmyebayselling.html ...; Created on 13 October 2021
15. Zoho CRM: Get Unique Values of a Text Field: / Zoho /; ... how to set up a connector as there is plenty of documentation on the Zoho Official Documentation and even on this website so we'll skip to the COQL query. This is what I have: // // build up COQL ...; Created on 08 October 2021
16. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.: / Zoho /; ... US DC v_Endpoint = "https://books.zoho.eu/api/v3/salesorders/"+v_SalesOrderID+"/address/shipping?organization_id=" + v_BooksOrgID; // saw this in the documentation example so will hopefully do what ...; Created on 22 September 2021
17. Zoho Creator: Receive eBay Order Notifications via Webhook: / Zoho /; ... Documentation: https://developer.ebay.com/Devzone/XML/docs/Reference/eBay/GetNotificationPreferences.html */ r_Api = API_Integration[Connection_Name == "eBay API (Production)"]; if(r_Api.count() ...; Created on 20 September 2021
18. Zoho CRM: Standard Setup for Tax Rates: / Zoho /; What? This is an article for training purposes. I'm pretty sure there is official documentation on how to do this but I thought I'd write this article to make it simpler for new developers to follow and ...; Created on 02 September 2021
19. Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name): / Zoho /; ... Zoho Bookings as documented in the official documentation. Not sure why anyone would want to leave this enabled without applying the fix. So the fix is a setting: Login to Zoho Bookings as the admin ...; Created on 01 September 2021
20. 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