Search - Joel Lipman .Com

1. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... after 4 days: No code here necessary, this screenshot shows the settings I put in as a separate workflow: Step 3: Delete transferred tasks on converted contact Having disregarded the happy path, ...; Created on 14 May 2024
2. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... :POST parameters:m_Params.toString() headers:m_Header ]; } } return r_ShopifyWebhooks; The REST API endpoints If you are having difficulty finding these, go to your CRM > Settings/Setup ...; Created on 22 April 2024
3. ZohoCreator: Basic Widget with Zoho Data: / Zoho /; ... Creator. Having this example for future use might save me some time. The following is the early version of a JS widget used for a customer and before I added all the layers of complexity, I want to have ...; Created on 14 March 2024
4. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; ... the customer record. Instead, when building the invoice, this had to be added (don't ever remember having to do this) as contact_ids (array/list). Instead the below script will show you how to use this ...; Created on 07 March 2024
5. Zoho Books: System Values Maps: / Zoho /; What? A collection of code snippets I seem to be regularly using to generate a dynamic map of system values held in a ZohoBooks instance. Why? Rather than hard-coding and having a ton of if..then ...; Created on 07 November 2023
6. Zoho Books: Generate Bank Text File for Download: / Zoho /; ... Why is this a challenge? The file contains bank details and should not be stored anywhere. Generating a text or CSV file and then having it emailed to anyone is an easy task but here we cannot have ...; Created on 02 October 2023
7. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; What? This is a not-so-quick article that queries an eBay order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records... Why? ...; Created on 27 April 2023
8. ZohoCRM: Get Organization Business Hours using Deluge/API: / Zoho /; ... Possibly due to me trying to create and declare the subform before having specified any record to insert it into. Expecting ZC_SUBFORM_109 expression found COLLECTION expression: I may have tried ...; Created on 28 March 2023
9. Zoho Desk: Re-enable Desktop Notifications after clicking on "Not Now: / Zoho /; What? This is a quick article to re-enable desktop notifications after having been prompted initially and having clicked on "Not Now". Why? I'm not sure when this prompt is supposed to prompt you ...; Created on 20 July 2022
10. Amazon Kindle: Send PDFs to your Kindle: / Kindle /; ... location, for that’s the email id you need to send files to for those to show up on your Kindle. Getting your email ID approved Just having your Kindle email address won’t suffice unless you ...; Created on 29 June 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. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attach: / Zoho /; ... I call my subform "Quoted Items" and specify this having the fields "Ref, Item, SKU, Description, Quantity, RRP, Discount, Total". Add the subform to your document and ensure that none of the fields hav ...; Created on 21 October 2021
13. Zoho CRM: Get Unique Values of a Text Field: / Zoho /; ... isn't what I want because it has returned the same currency several times and thinks they're unique/distinct because the IDs of each quote record are different. Having spoken to Zoho and raised with ...; Created on 08 October 2021
14. Zoho Creator: Receive eBay Order Notifications via Webhook: / Zoho /; ... you should see notifications come in via your email (now comment this out in your CRM before it drives you insane) but also, and if setup correctly, sent through to your Creator app, all without having ...; Created on 20 September 2021
15. Zoho CRM: Standard Setup for Tax Rates: / Zoho /; ... ticked, the same popup will appear if you click on the edit icon in the header "Tax" (applies to subtotal). Note: If you do not do the second section as per this article, even having customized ...; Created on 02 September 2021
16. Zoho Creator: Receive JSON via a Shopify Webhook: / Zoho /; ... Shopify webhook payload is now in your Zoho Creator! Having used this for a while, we average about 5 seconds from when the Order is updated (with payment?) in Shopify to when it gets parsed and created ...; Created on 15 July 2021
17. Zoho People: Reject an Application for Leave in Deluge based on Criteria: / Zoho /; ... The trick in this solution was more about the process and what that process was. Reading the brief, and having written many custom functions for other Zoho apps, it would stand to reason that ...; Created on 10 December 2020
18. Zoho Creator: Create a Widget which uses JavaScript: / Zoho /; ... this other than having a terminal with the command zet pack ready every time which returns me the ZIP file to upload by editing the widget in ZohoCreator. I'd preview it in Zoho Creator rather than the ...; Created on 24 October 2020
19. Zoho Deluge: Setup an API Connection for InvokeURL: / Zoho /; ... details how to setup a connection to use in an invoke URL statement. Specifically for Zoho Books, Subscriptions or Inventory. Why? Setting up a connection avoids the hassle of having to generate ...; Created on 12 August 2020
20. Zoho Deluge: Associate/Link an Invoice to a Sales Order: / Zoho /; ... DuckDuckGo (can't say for Bing, I never get around to searching that). This took several hours but it is possible, I was just about to give up even after having spoken to Zoho Support... And then I started ...; Created on 10 March 2020