Search - Joel Lipman .Com

1. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... in ZohoCRM (for tracking progress of e-sign process) More Information: https://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html https://www.zoho.com/deluge/help/writer/merge-and-sign.html https://www.zoho.com/deluge/help/script/sign/create-using-template.html ErrorCode: ...; Created on 06 August 2024
2. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; ... warn system managers if a sync started failing. Inputs: None Outputs: Emails system manager if any failures. Date Created: 2024-07-02 (JoelLipman.com - Joel Lipman) ...; Created on 02 July 2024
3. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... :zoho.adminuserid to :"me+DEBUG_SHOPIFY_EXAMPLE@joellipman.com" subject :"CLIENT Payload and Hash Comparison" message :v_VerifyHash + " " + v_ShopifyHash + " " + m_Payload.toString() ] // // t ...; Created on 22 April 2024
4. Zoho CRM: Client Script Confirmation Box and Popup Mailer: / Zoho /; What? This is an article just repeating a script from the Zoho Kaizen series allowing a confirmation box (something lacking in Zoho Creator - but that every app outside of Zoho has) as well as a popup ...; Created on 06 February 2024
5. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... = ifnull(p_DownloadImageUrl,"https://joellipman.com/tmp/icon_linkedin.jpg"); v_FileName = v_ImageToDownload.subString(v_ImageToDownload.lastIndexOf("/") + 1); // // get file object f_File = invokeurl [ url ...; Created on 05 December 2023
6. Zoho Creator: Sendmail a list of attachments: / Zoho /; ... ]; r_Download2.setParamName("file"); l_Downloads.add(r_Download2); // sendmail [ from: zoho.adminuserid to: "info@joellipman.com" subject: "Test File: List" message: ...; Created on 20 July 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. Zoho Deluge: Get All Orders from eBay: / Zoho /; What? Following on from my article: ZohoCRM: Get All eBay Active Listings, this is how to get all the orders from a client's eBay. Why? Our use-case is a data migration from eBay to a fresh instance ...; Created on 29 March 2023
9. ZohoCRM: Get Organization Business Hours using Deluge/API: / Zoho /; ... (in other words, not alphabetical, numerical, or completely random order): void JoelLipman.fn_SetStaffUsualShift() { // // build a standard usual shift subform from CRM r_OrgDetails = invokeUrl ...; Created on 28 March 2023
10. ZohoCRM: Get All eBay Active Listings: / Zoho /; What? Another one of these articles talking about getting all the active product listings from eBay for a specific client. Why? Our use-case scenario here is that we want to get an inventory ...; Created on 01 March 2023
11. ZohoDeluge: Get All eBay Orders Given a From and Till Date: / Zoho /; ... GetOrders using Trading API: https://developer.ebay.com/Devzone/XML/docs/Reference/eBay/GetOrders.html - Get Access Token: https://www.joellipman.com/articles/crm/zoho/zoho-creator-push-to-ebay-listings.html */ // // ...; Created on 28 February 2023
12. Zoho Deluge: Shopify API: Get all active products with GraphQL and Pagination: / Zoho /; What? An article to resolve my frustration in being able to ONLY retrieve the first 100 products using GraphQL, so page 1 of Shopify products. Why? Our use-case is that we retrieve the 100 most ...; Created on 20 February 2023
13. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; ... their record is modified. Date Created: 2023-02-02 (JoelLipman.com - Joel Lipman) - Initial release Date Modified: ????-??-?? (??? - ???) - ******************************************************************************* ...; Created on 08 February 2023
14. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; ... r_Attach; // // to send this as an email as well sendmail [ from :zoho.adminuserid to :"info@joellipman.com" subject :"ZohoSign Test - Request: " + v_RequestI ...; Created on 17 October 2022
15. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... this function sendmail [ from :zoho.adminuserid to :"info@joellipman.com" subject :"Client Test: ZB: Payment Received for Invoice " + v_InvoiceRef message :"Workflow was executed and function ran: ...; Created on 17 August 2022
16. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... not explaining how to attach a binary image to eBay eBay Developers Program - eBay Trading API v1247 - UploadSiteHostedPictures JoelLipman.Com - Zoho Creator: Public URL of an Image field / Uploa ...; Created on 31 March 2022
17. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... String crmAPIRequest Outputs: output message to user Date Created: 2022-02-11 (JoelLipman.com - Joel Lipman) - Initial release - Checks the user profile ...; Created on 11 February 2022
18. Zoho Creator: eBay: Get Item Transaction: / Zoho /; ... int p_ItemID (eBay Item ID) Purpose: Fetches a line item transaction per item ID Date Created: 2022-01-22 (Joellipman - Joel Lipman) - Initial release More Info: ...; Created on 22 January 2022
19. 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
20. ZohoCRM & Xero Real-Time Invoices: Receive Webhook: / Zoho /; ... ******************************************************************************* // Generate your access token to connect to Xero and query Xero records // See my article: https://www.joellipman.com/articles/crm/zoho/zoho-deluge-sync-to-xero-api.html // v_TenantID ...; Created on 10 January 2022