Search - Joel Lipman .Com

1. Zoho CRM: Updating a CRM record Custom Line Items using API v7: / Zoho /; ... information that may help ******************************************************************************* */ // // initialize m_UpdateQuote = Map(); // // get quote details v_Endpoint = "https://www.zohoapis.com/crm/v7/Quotes/" ...; Created on 18 December 2024
2. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; ... it is Fn - ZohoBooks - Estimates - Accept/Decline It's a standalone function I'll give it the following code (amend the org ID and connection name): // // initialize b_ValidResponse = false; v_EstimateI ...; Created on 04 November 2024
3. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... */ // // initialize v_Index = 0; v_RelatedListXML = ""; v_ModuleName = "Maintenance"; v_CrmOrgID = "org123456789"; v_ZohoSignDocModuleName = "CustomModule12"; v_DateFormat = "dd MMM, yyyy"; v_TimeFormat ...; Created on 06 August 2024
4. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... */ // // initialize m_RelatedList = Map(); v_BooksOrgID = organization.get("organization_id"); v_SalesOrderID = salesorder.get("salesorder_id"); // // analytics specific table to read data from (enter ...; Created on 09 July 2024
5. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; ... */ // // initialize v_LastSyncTime = null; v_LastSyncStatus = "?"; m_DataSourceInfo = Map(); // // read the TLD (eu or com or com.in) from the URL when logged into Zoho Analytics v_BaseURL = "https://analyticsapi.zoho.com"; // // ...; Created on 02 July 2024
6. Zoho Books / Inventory: Get Item Rate from a Price Book/List: / Zoho /; ... record. // // initialize m_Blank = Map(); // // evaluate v_BooksOrgID = organization.get("organization_id"); // // loop through line items for each m_LineItem in salesorder.get("line_items") { r_BooksItem ...; Created on 23 May 2024
7. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... API to detect what webhooks exist, it can only detect what webhooks it initialized. If you added webhooks via another app or via the Shopify Admin interface, then the following code won't be able to check ...; Created on 22 April 2024
8. Zoho Deluge and Wordpress/WooCommerce API: Get All Products: / Zoho /; ... pages, so including the above plus some calculation to work out how many times to loop should retrieve every thing: // // initialize l_AllProducts = List(); v_TotalCategories = 0; v_TotalProducts ...; Created on 15 April 2024
9. ZohoCreator: Basic Widget with Zoho Data: / Zoho /; ... the JavaScript These are the contents of main.js and is working at time of print: // Start with Zoho SDK stuff ZOHO.CREATOR.init() .then(function(data) { // Initialize ...; Created on 14 March 2024
10. Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSON: / Zoho /; ... it when I ran into this error: // initialize m_QuoteRecord = Map(); // // build quote request m_QuoteRecord.put("Name.first_name",v_SellerName_Firstname); m_QuoteRecord.put("Name.last_name",v_SellerName_Lastname); m_QuoteRecord.put("Email",v_SellerEmail); // // ...; Created on 04 October 2023
11. Zoho Books: Generate Bank Text File for Download: / Zoho /; ... a variable: // // initialize v_CSVString = "Bank Sort Code,Bank Acc. No,Account Holder"; v_CSVString = v_CSVString + "12-34-56,012345678,Joel Lipman"; // // convert to a TXT file (not a CSV...) f_BillsExport ...; Created on 02 October 2023
12. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters: / Zoho /; ... This is the code used in a workflow triggered within ZohoCRM when a Quote is created or modified: // // initialize v_BooksOrgID = 123456789; v_BooksCustomerID = 0; m_CreateEstimate = Map(); l_CrmBillingAddress ...; Created on 18 September 2023
13. 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
14. ZohoDeluge: Check Shipment Status via DHL API: / Zoho /; ... Developer API Documentaiton: https://developer.dhl.com/api-reference/shipment-tracking#reference-docs-section */ // // initialize v_ShipmentStatus = "error"; v_TrackingNumber = ifnull(p_TrackingNumber,0); // // ...; Created on 21 March 2023
15. ZohoBooks: Stripe Terminal Integration: / Zoho /; ... response event, terminal.reader.action_succeeded, then view event details ******************************************************************************* */ // // initialize m_Blank = Map(); m_Response ...; Created on 16 March 2023
16. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... initialize v_Response = previousParam; m_Response = Map(); m_Response.put("todo","prompt"); l_Messages = List(); // // capture latest message from user v_Message = ifnull(userInput,""); m_Thread ...; Created on 06 March 2023
17. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo: / Zoho /; ... for use in the code below Edit the Message Handler code ChatGTP 3.5 Turbo // // initialize m_Response = Map(); l_Messages = List(); v_Message = message.trim(); // // if the message ...; Created on 13 February 2023
18. Zoho CRM: Manage a subform using Client Script: / Zoho /; ... in the subform: // initialize var v_CalculatedNumberOfSkills = 0; // get the Opp stage var v_OppStage = ZDK.Page.getField('Stage').getValue(); // get the Skills subform var l_SkillsSubform = ...; Created on 09 December 2022
19. Zoho Deluge: Generate a loop or list of any size: / Zoho /; ... with this many spaces using leftpad v_GeneratedList = leftpad(" ", v_CheckDaysAhead).replaceAll(" ",","); // // convert string to a list l_GeneratedList = v_GeneratedList.toList(); // // initialize ...; Created on 21 October 2022
20. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template: / Zoho /; ... into a PDF using a customer's template. // // initialize (this is code added to a button so should alert user if no email was specified) v_OutputMessage = ""; v_TemplateID = "123456789012345678"; // // ...; Created on 18 August 2022