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
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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 ...
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 ...
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 ...
... 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 ...
... 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 ...
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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 ...
... - 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
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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 ...
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 ...
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 ...
... 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
...
... 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 ...
... 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 ...
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 ...
... 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 ...
... 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...
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