... or that has been added to the system based on the business hours set at the organization level in ZohoCRM.
How?
Using an invokeURL, the key here is you'll find them in the settings; so check that ...
... Map Related_Purchase_Orders( Map salesorder , Map organization , Map user , Map page_context )
Label: Related Purchase Orders
Trigger: Displays on Sales Order record
Purpose: To ...
... ensuring you are on the "Home" page (click on "Home" in top menu if not),
// then click on the cog icon "Organization Settings", then click on "Organization Details",
// then look at the URL (website address) ...
...
You should be in the "Organization Settings"
Click on any page in the left sidebar (eg. Plan Details), your Org ID is in the URL as the last number after the slash (eg. "20012345678")
Note this dow ...
... to be unable to handle a lot of code or long URLs such as a base64 source URL for an image.
The Plan
Get company phone and website from Organization Details in ZohoCRM.
Upload and get publicly-accessible ...
... of ZohoBooks for the same organization, a separate call would need to be made with a different variable org ID.
/* *******************************************************************************
Function: ...
... + v_BillID + "/attachment?organization_id=123456789"
type: POST
files: m_Attachment
connection: "zbooks"
];
Open the file / Download via Browser
We're going to use an openUrl() function here ...
... enabled.
But to flesh that out a little more along with setting the other options under "Advanced Tracking"
//
// get chart of accounts to use
r_ChartOfAccounts = invokeurl
[
url :"https://books.zoho.eu/api/v3/chartofaccounts?organization_id=" ...
... the following instructions to these instead.
ZohoCRM: Get Details as Zoho User
The values are the same for the CRM app for all organizations, but in case these change since time-of-print of this ...
... enter your own organization ID here for ZohoBooks and ZohoInventory
v_BooksOrgID = 12345678901;
//
// evaluate
v_currentDate = zoho.currentdate.toString("yyyy-MM-dd");
v_OrderDate = zoho.currentdate.toString("yyyy-MM-dd");
v_Page ...
... Map Take_Payment( Map invoice, Map organization, Map user)
Label: Take Payment
Trigger: On button click
Purpose: Preps stripe terminal to take payment for balance of invoice.
Inputs: ...
... 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= ...
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