Search - Joel Lipman .Com

1. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... reminder to the lead record owner but to no avail. An assignment rule wouldn't work in this case as it had to be the lead owner (there is no owner at assignment rule stage). A workflow email notification ...; Created on 14 May 2024
2. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... = m_DocInfo.get("document_id"); // // Create Map for CRM Record - ZohoSign Documents m_ZCrm_ZSDoc = Map(); m_ZCrm_ZSDoc.put("Name",v_TemplateName); m_ZCrm_ZSDoc.put("zohosign__Contact",p_ContactID); m_ZCrm_ZSDoc.put("Email",v_RecipientEmail); if(!isNull(r_Contact.get("Account_Name"))) { m_ZCrm_ZSDoc.put("zohosign__Account",r_Contact.get("Account_Name").get("id")); } m_ZCrm_ZSDoc.put("zohosign__Owner",r_Contact.get("Owner").get("id")); m_ZCrm_ZSDoc.put("zohosign__Date_Sent",today); m_ZCrm_ZSDoc.put("zohosign__ZohoSign_Document_ID",v_DocumentId); m_ZCrm_ZSDoc.put("zohosign__Module_Name","Contacts"); m_ZCrm_ZSDoc.put("zohosign__Module_Record_ID",p_ContactID.toString()); m_ZCrm_ZSDoc.put("zohosign__Document_Deadline",zoho.currentdate.addDay(15)); m_ZCrm_ZSDoc.put("zohosign__Document_Status","Ou ...; Created on 06 August 2024
3. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... t1."RecordOwner" AS "Record Owner", img."ZohoAnalytics Image URL" AS "Status Image" FROM ( SELECT acc."Id" AS "RecordID", acc."Account Name" AS "RecordName", acc."Account Owner Name" AS "RecordOwner", ...; Created on 25 July 2024
4. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... = zoho.creator.createRecord("myOwnerName","myAppName","myFormName",m_CreateRecord,m_Blank,"myCreatorConnection"); // // build the hash based on the payload body v_Data = ifnull(m_Payload.get("body"),""); v_VerifyHash ...; Created on 22 April 2024
5. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... data types are picklist, id, owner_lookup, user_lookup, lookup, phone, email, date, datetime, text, textarea, integer, currency, decimal and double. You can search for a maximum of 10 criteria (with same ...; Created on 14 November 2023
6. Zoho Books: System Values Maps: / Zoho /; ... } info m_PaymentTerms; // // --------------------------------- // get sales persons m_SalesPersons = Map(); /* r_SoDetails = zoho.crm.getRecordById("Sales_Orders",p_SoID); v_CRMOwnerID = r_SoDetails.get("Owner").get("id") ...; Created on 07 November 2023
7. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... / determine name of logged in user (and make owner?) v_LoggedInUserID = 0; l_Users= List(); m_UserType = Map(); m_UserType.put("email",zoho.loginuserid); r_Response = zoho.crm.invokeConnector("crm.getusers",m_UserType); if(!isnull(r_Response.get("status_code"))) { if(r_Response.get("status_code")==200) { l_Use ...; Created on 06 March 2023
8. ZohoCRM: Import Attachments: / Zoho /; ... which is the file name as it is to be displayed in ZohoCRM). For example "5a4bed37590588baa5fc272219e8e553_image001.jpg" for Attachment ID and just "image001.jpg" for File Name. Attachment Owner Id: ...; Created on 16 January 2023
9. Zoho CRM: Manage a subform using Client Script: / Zoho /; ... = v_DealRate4; // get current user to put as the new row owner (other possible values: id, full_name, email) v_CrmUser_FullName = $Crm.user.full_name; json_Arg.Rate_Change_Owner = v_CrmUser_FullName; ...; Created on 09 December 2022
10. Zoho Analytics: Determine profits from invoices and purchase orders: / Zoho /; ... pe", if_null(c."Account Owner", c."Created By") AS "Account Manager ID", u."UserName" AS "Account Manager", if_null(sp."Name", if_null(sp4."Name", if_null(sp3."Name", if_null(sp2."Name", '-')))) AS "Sales Pe ...; Created on 03 November 2022
11. Zoho Analytics: Set Up a Widget Displaying Sales Person: / Zoho /; ... 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 ...; Created on 24 October 2022
12. Amazon Kindle: Send PDFs to your Kindle: / Kindle /; ... owner, and that it is unique for every Kindle device. Finding your Kindle email address. That’s assuming you are not aware of yours. However, if you know your Kindle email ID, you can skip this ...; Created on 29 June 2022
13. Zoho Creator: Embed Forms/Reports on a Page: / Zoho /; What? Well known by most but this serves as a quick reminder to myself and anyone else on how to embed a form or a report into a Zoho Creator page. Why? Cos How? The below is a template ...; Created on 05 May 2022
14. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... an Integer/Long/Number datatype As the first part of your code, enter the following as code (you'll need to speify your own App Owner and App Name): // // ************************************************** ...; Created on 31 March 2022
15. Zoho CRM: Schedule a Meeting using Deluge: / Zoho /; ... day meeting m_ScheduleMeeting.put("All_day",false); // // meeting owner/host ID (can see any record related to this meeting) m_ScheduleMeeting.put("Owner",123456789012345678); // // related to what ...; Created on 02 March 2022
16. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL): / Zoho /; ... to the Shopify Admin Interface: Request access to the Shopify store owner as a developer Login to the Client's Shopify Admin as an invited developer Click on "Apps" > Develop Apps > Create an App ...; Created on 14 February 2022
17. Zoho CRM: Schedule a Task: Timesheet Reminder: / Zoho /; What? A quick article to demonstrate code that creates a task in CRM based on the time logged against an Event/Meeting. Why? As developers, we're keep account of our time and we are currently ...; Created on 02 December 2021
18. Zoho CRM: Schedule a Call using Deluge: / Zoho /; ... = v_CustomerCallTime.toString("MM/dd/yy h:mma z"); // // sample lead owner ID and lead ID record v_LeadOwnerID = 5432109876543210987; v_LeadID = 4321098765432109876; v_CustomerName = "Test User"; // // ...; Created on 18 November 2021
19. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attach: / Zoho /; ... "modified_time_ms": 1567009834477, "owner_id": "12345678", "last_opened_time": "2019-08-28T16:30:33Z", "open_url": "https://writer.zoho.com/writer/template/a1b2c3d4", "last_opened_time_ms": ...; Created on 21 October 2021
20. Zoho Creator: Public URL of an Image field / Upload to Shopify API: / Zoho /; ... is "My_Photo" [also note: instead of zoho.appuri, we are hardcoding the appowner and appname as this is used across Creator apps, ie. images are stored in a separate app]: l_CompatiblePhotoExtensions ...; Created on 17 October 2021