Search - Joel Lipman .Com

1. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkit: / Zoho /; ... how to troubleshoot issues with this. One important thing to note is that the setup needs to be done by whoever manages the domain for the client. Who owns the domain (eg. mycompany.com) So this ...; Created on 04 May 2023
2. 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
3. Zoho Deluge: Get All Orders from eBay: / Zoho /; ... = Map(); l_JsonOrders = List(); // // start preparing CSV file to email for export v_ReportCSV = "Date,Order ID,Status,Amount,Currency,Notes"; l_CsvFileRows = List(); l_CsvFileRows.add(v_ReportCSV); // // ...; Created on 29 March 2023
4. ZohoDeluge: Check Shipment Status via DHL API: / Zoho /; What? A quick note here on how to connect to the DHL API and check on a package given a tracking number. Why? In our megafunction to generate a customer, a product/item, a sales order, an invoice, ...; Created on 21 March 2023
5. ZohoAnalytics: Pivot Campaigns vs Contacts: / Zoho /; ... Pivot" cp ON cp."Contact Id"=c."Id" Caveat(s) You may have noted a few caveats with this solution: This query needs each campaign name specified to see the results per contact person. You can ...; Created on 20 March 2023
6. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... invokeurl (note the Zoho endpoint here will depend on your datacenter; .com / .eu) r_Coql = invokeurl [ url :"https://www.zohoapis.eu/crm/v2/coql" type :POST parameters:m_Params.toString() ...; Created on 06 March 2023
7. ZohoCRM: Get All eBay Active Listings: / Zoho /; ... "Fn - eBay - Get Active Products" and give it the internal name as "fn_GetEbayActiveProducts" without any arguments. Something to note in the below is that it asks you to set an estimated number of products ...; Created on 01 March 2023
8. ZohoDeluge: Get All eBay Orders Given a From and Till Date: / Zoho /; ... that were in practice added to the same function and that worked at time of print. Note that this uses the old Trading API as the new API is only available in Sandbox??? I won't go into how to generate ...; Created on 28 February 2023
9. Zoho Creator: Disable/Hide the add and delete subform row buttons: / Zoho /; ... of print, this is the only way I know: add a note field to inject some CSS into it and hide the delete icon as well as the "Add new row" link. In Design mode: Add a special field of type "Add Notes" ...; Created on 28 February 2023
10. Zoho Deluge: Shopify API: Get all active products with GraphQL and Pagination: / Zoho /; ... = l_CsvFileRow.toString(); l_CsvFileRows.add(v_CsvRow); // // note the cursor so that we resume from the last cursor v_Cursor = r_Node.get("cursor"); // // ...; Created on 20 February 2023
11. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo: / Zoho /; What? A quick article on my adaptation of some code posted by Poorvik Palanikumar on the Zoho Community Forums to connect a ZohoCliq to the OpenAI API and ChatGPT... Note that I have another article ...; Created on 13 February 2023
12. Joel's Reference to MidJourney v4 Prompt: / Graphic Design /; ... prompt combining any of the following in a table (this is not an exhaustive / limited list). Do note that the images below were generated using MidJourney v4: Type of Photography Nature Photography ...; Created on 11 February 2023
13. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; ... // update the record (note the API name being used here) r_Create = zoho.recruit.addRecord("CustomModule6",m_Create,0,false,"jl_recruit"); //info r_Create; } } } } For historica ...; Created on 08 February 2023
14. ZohoCRM: Import Attachments: / Zoho /; ... of an "Attachments.csv" file that needs the correct values in each column and the "Attachments.zip" containing the files to attach that needs some formatting as well: Note that any IDs used in the snippets ...; Created on 16 January 2023
15. Zoho CRM: Manage a subform using Client Script: / Zoho /; ... // other fields to fill in for this subform row v_RateCardDisp = v_RateCard.indexOf(" (")>0 ? v_RateCard.substring(0, v_RateCard.indexOf(" (")) : v_RateCard; json_Arg.Rate_Change_Notes = v_RateCardDisp; ...; Created on 09 December 2022
16. Zoho Analytics: Determine profits from invoices and purchase orders: / Zoho /; ... inExclTax", 0)) AS "Credit Margin excl Tax", SUM(if_null(ab2."ItemMarginInclTax", 0)) AS "Credit Margin incl Tax" FROM "My Credit Note Items" ab2 WHERE ab2."Status" IN ( 'Open' , 'Closed' ) GROUP BY ab2."SalesP ...; Created on 03 November 2022
17. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Account: / Zoho /; What? This is a quick article to note down some code used in Zoho Recruit. This particular bit of code will run on a workflow when a Candidate is modified, and it tallies all the candidates belonging ...; Created on 19 October 2022
18. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; ... TLD as com or eu depending on whether you access zoho.com or zoho.eu v_TLD = "com"; // // enter client ID, secret and refresh token as noted from above steps (the below are sample ones and will not ...; Created on 17 October 2022
19. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template: / Zoho /; What? A noteworthy article in my opinion on how to send a CRM quote record using a template the customer created from a button. Why? Yes you can do this already by going to the record, clicking ...; Created on 18 August 2022
20. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... sources below). Here's the code for our function; note it is within ZohoBooks and not ZohoInventory (moved) and the connection "zbooks" has a fullaccess scope: // // initialize v_PaymentMode = ...; Created on 17 August 2022