... There may be many ways of doing this, this is just one way that we used that worked for 90% of the invoices. There are invoices that may be associated to sales orders changed after being confirmed or ...
... these into data for invoices and contacts.
Category: Standalone
Click on Create
Give it the parameter: crmAPIRequest (string)
Dump in the following code:
// enter the webhooks key for your app ...
What?
A really quick article for anyone who got stumped by the same issue: How to send multiple invoices to Xero in one API call?
Why?
Our use-case is in Zoho Deluge which couldn't generate more ...
What?
This is an article to show how to setup a scheduled function that checks and restores a missing webhook as well as the snippets when receiving the webhooks and storing them.
Why?
We found ...
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? ...
... deals against a deal owner and needed to repeat this for all the invoices against a sales person.
It adds to the effect on loading the page that a widget has clearly defined values based on the filters ...
... v_OutputMessage;
Update: What is the URL to download the PDF in Zoho Books?
Found this today so thought I'd add it to this article:
Invoice: https://books.zoho.com/api/v3/invoices/pdf?organization_id=&invoice_ids= ...
... = zoho.books.updateRecord("invoices",v_BooksOrgID,v_InvoiceID,m_UpdateInvoice,"zbooks");
info r_UpdateInvoice;
}
}
//
// send ourselves an email as evidence that the workflow was triggered and ran ...
... have this selectable for users in their transactional modules (quotes, sales orders, invoices, purchase orders), you need to modify each product record (can be done with "Mass Update") to give them the ...
... Invoice module as well.
Step by step fix:
Login to ZohoCRM, go to Setup
Under "Customization", select "Modules and Fields"
Click on "Organize Modules"
Enable "Invoices" (by ticking the box and ...
What?
This is a quick article documenting how to update custom fields in a line items or product details section of a transactional module such as Quotes, Sales Orders or Invoices using code: Zoho Deluge. ...
... debugging/testing when you can't seem to access that bit of information Zoho is reluctantly letting you have (such as comment information for estimates/sales orders/invoices). There are some quietly documented ...
... This works in the scenario where you have disabled the transaction modules in CRM (so Sales Orders, Invoices, Purchase Orders) and integrated your Zoho CRM with your Zoho Books. Why? Because then Zoho ...
What?
So this is a super quick note that I'll probably remember anyway but just in case, I'm writing this article so I don't spend time researching it later.
Why?
I'm synchronizing Xero Invoices with ...
... month, takes the invoices for the month before, and duplicates each one for the new month.
How?
First you have to get all the applicable fields from the settings API. In API v2, you have to do ...
... = zoho.books.updateRecord("Invoices",v_BooksOrgID,v_InvoiceID,m_UpdateInvoice);
info r_Update;
Update 2023
If the above doesn't work, consider making an API call to the following endpoint:
m_Params ...
... does not redirect or reformat the resulting URL
//
// get Grant Token
v_EndPoint = "https://accounts.zoho.com/oauth/v2/auth";
v_Scope = "ZohoBooks.contacts.ALL,ZohoBooks.invoices.ALL,ZohoBooks.purchaseorders.ALL";
v_State ...
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