Search - Joel Lipman .Com

1. Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name): / Zoho /; What? A quick article to explain why the full name might appear in the last name field in Zoho CRM. Why? We had a customer report the issue that sometimes the full name of a contact was appearing ...; Created on 01 September 2021
2. Zoho Deluge - Get Full Day Name: / Zoho /; What? This is a very quick note with the code to retrieve the full day name from a date (eg. "Monday"). Why? If I use the toString() function to get the day, it only returns the first 3 letters ...; Created on 08 November 2018
3. ZohoCRM: Import Attachments: / Zoho /; ... Loop through directory of files Loop, Files, %v_FolderToSearch%\*.* , R { ; init v_OriginalFile := A_LoopFileName v_OriginalFileFull := A_LoopFileFullPath v_OriginalFilePath := StrReplace(A_LoopFileFullPath, ...; Created on 16 January 2023
4. Zoho CRM: Manage a subform using Client Script: / Zoho /; ... = v_DealRate4; // get current user to put as the new row owner (other possible values: id, full_name, email) v_CrmUser_FullName = $Crm.user.full_name; json_Arg.Rate_Change_Owner = v_CrmUser_FullName; ...; Created on 09 December 2022
5. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; ... to the Deal record. How? The following is the process from registering the app to call on the full API (grant code > refresh token > access token) and then the code to attach the document to the ...; Created on 17 October 2022
6. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... sources below). Here's the code for our function; note it is within ZohoBooks and not ZohoInventory (moved) and the connection "zbooks" has a fullaccess scope: // // initialize v_PaymentMode = ...; Created on 17 August 2022
7. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... extract user ID v_UserID = m_Webhook.get("user_info").get("id").toLong(); } // // if user ID was extracted sucessfully if(v_UserID != 0) { // // get user details (we need the profile) r_UserDetails ...; Created on 11 February 2022
8. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense): / Zoho /; ... Note the number you want to use (they have friendly numbers but I use the full number in the first column) Sending a Text/SMS message // // using the account SID you obtained in the steps ...; Created on 16 December 2021
9. Zoho CRM: Schedule a Call using Deluge: / Zoho /; ... with a reminder 10 minutes before m_ScheduleCall.put("Reminder","10 mins"); // not sure if this does anything. hopefully notifies the staff user m_ScheduleCall.put("send_notification",true); r_ScheduleCall ...; Created on 18 November 2021
10. Zoho Creator: Public URL of an Image field / Upload to Shopify API: / Zoho /; ... My use-case scenario here is that while I could upload the link from Creator to eBay's Picture Services successfully, Shopify would not accept any links I gave it. Why not use the links that eBay returns? ...; Created on 17 October 2021
11. Zoho CRM: Upload a Product Photo using Deluge: / Zoho /; ... specify your Creator record ID holding the image v_CreatorQuoteID = 9876543210987654321; // // get the full details of the Creator record r_GetFullRecord = zoho.creator.getRecordById(v_AppOwner,v_AppName,v_ReportName,v_CreatorQuoteID,"joels_creator"); if(!isnull(r_GetFullRecord.get("data"))) { r_CreatorRecord ...; Created on 27 September 2021
12. 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
13. Zoho Creator: Receive eBay Order Notifications via Webhook: / Zoho /; ... it sent a payload (like a webhook) to my CRM REST API function. The following includes UserDeliveryPreferenceArray but I've successfully subscribed without this. I'm just including it because I want to ...; Created on 20 September 2021
14. ZohoCRM: zoho.crm.searchRecords only returns certain records: / Zoho /; What? This is an article to hopefully resolve for you quicker than it took me, why a zoho.crm.searchRecords() returns some of the records but omits others. Why? The use-case was that we were creating ...; Created on 29 July 2021
15. Zoho Creator: Receive JSON via a Shopify Webhook: / Zoho /; ... API v1 is deprecated (so no authtokens) and API OAuth2.0 is in full swing... we're still going to cheat. How? 1,2,3 steps really. First we're going to set up a Creator form to receive the JSON. ...; Created on 15 July 2021
16. Windows OS: Alt Codes / Symbols / Special Characters: / Windows OS /; ... that are to be entered in their specific order. Search for "Alt Codes" or "Symbol Codes" in a search engine for a full list. Meanwhile, here's some that you may need frequently: Currency ¢ Cent ...; Created on 03 June 2021
17. Zoho People: Reject an Application for Leave in Deluge based on Criteria: / Zoho /; ... causes errors further down the line. Just add these parameters as per my above instructions for a more robust solution. [See below for full code] Enter the code to determine total number of employees ...; Created on 10 December 2020
18. Zoho Creator: Set Up Custom Domain for Customer Portal: / Zoho /; ... app and go to the "Settings" tab, then on "Customer Portal" then on the "Settings" button in the top right: Under Portal URL, select "Custom Domain" and in the field below, enter the full domain (incl. ...; Created on 17 November 2020
19. Zoho Creator: Create a Widget which uses JavaScript: / Zoho /; ... the logging terminal and return to the prompt. (your safari browser can not display this page anymore) Type: zet validate You should get a response saying that Validation Rules passed successfully. ...; Created on 24 October 2020
20. Zoho Deluge: Setup an API Connection for InvokeURL: / Zoho /; ... scopes granting absolute access: ZohoBooks.fullaccess.all ZohoInventory.FullAccess.all ZohoSubscriptions.fullaccess.all Other Links Zoho Documentation: Connections Zoho Documentation: Books ...; Created on 12 August 2020