Search - Joel Lipman .Com

1. ZohoCRM & Xero Real-Time Invoices: Receive Webhook: / Zoho /; ... 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 ...; Created on 10 January 2022
2. Xero API: Send Multiple Invoices: / Xero /; 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 ...; Created on 15 August 2021
3. Zoho CRM: Standard Setup for Tax Rates: / Zoho /; ... 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 ...; Created on 02 September 2021
4. Zoho CRM: Permission Denied for Quote Conversion Mapping: / Zoho /; ... 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 ...; Created on 02 September 2021
5. Zoho CRM: Update a custom field in line items / product details using REST API v2.1: / Zoho /; 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. ...; Created on 17 May 2021
6. Zoho Deluge: Setup an API Connection for InvokeURL: / Zoho /; ... 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 ...; Created on 12 August 2020
7. Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Books: / Zoho /; ... 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 ...; Created on 15 May 2020
8. Zoho Deluge: Convert Xero Date (Unix Timestamp) to Standard Date String: / 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 ...; Created on 04 May 2020
9. Zoho Deluge: Duplicate/Clone a Record: / Zoho /; ... 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 ...; Created on 17 March 2020
10. Zoho Deluge: Associate/Link an Invoice to a Sales Order: / Zoho /; What? This is an article because there was no documentation that I could find that describes how to do this. When an invoice is created, not by clicking on the "convert sales order to invoice" button, ...; Created on 10 March 2020
11. Zoho Deluge - Modify the product line items in an invoice module: / Zoho /; ... record: v_Index = 0; m_Update = Map(); l_ProductItems = List(); r_InvoiceDetails = Map(); r_InvoiceDetails = zoho.crm.getRecordById("Invoices",p_InvoiceID); for each r_ProductLineItem in r_InvoiceDetails.get("Product_Details") { ...; Created on 22 August 2019
12. Zoho Deluge - Get Refresh/Access Token API v2: / Zoho /; ... 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 ...; Created on 17 July 2019
13. Zoho CRM: APIv2 using PHP & cURL: / Zoho /; What? This is an article documenting how to access ZohoCRM with API v2 using PHP and cURL. The first few functions are to manage OAuth v2 and generate the refresh and access tokens. The second snippet ...; Created on 30 January 2019