Search - Joel Lipman .Com

1. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... off the contact record to send a credit application form for signing via ZohoSign Inputs: Contact Record ID Outputs: Attachment to the CRM record a ZohoSign Document record in CRM Date ...; Created on 06 August 2024
2. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... display related POs linked by a custom Sales Order lookup field on the Purchase Order line item. Inputs: salesorder Outputs: Related List Date Created: 2024-07-09 (Joel Lipman) ...; Created on 09 July 2024
3. 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
4. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... a lead is created and not converted within 1 day send an email and notification to sales person everyday for 3 days then escalate to Dan Inputs: The Lead Record ID Outputs: A task with ...; Created on 14 May 2024
5. Zoho Creator: Render to PDF with margins and page numbers: / Zoho /; What? There are already articles out there that document this but I use this more and more and would rather just find it on my site than going through multiple bookmarks. Why? This use-case is ...; Created on 07 May 2024
6. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... - Order Update Trigger: Function executed when a webhook from Shopify is sent to ZohoCRM (Order Update) Inputs: String crmAPIRequest Outputs: String crmAPIResponse Date Created: ...; Created on 22 April 2024
7. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; ... void ZohoBooks.fn_SendZohoBooksInvoice(int p_OrderID) Trigger: On Demand when button in report is clicked Purpose: This will send a ZohoBooks invoice directly to its recipient Inputs: ...; Created on 07 March 2024
8. ZCRM Client Script: Correct Decimal Fields OnLoad: / Zoho /; ... users from saving a record without changing this. This script will round up decimal fields onload. Inputs: - Outputs: - Date Created: 2023-12-13 (Joel Lipman) - ...; Created on 13 December 2023
9. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... to Zoho Analytics Inputs: - Outputs: - Scope(s): Date Created: 2023-11-29 (Joel Lipman) - Initial release Date Modified: ??? - ??? ******************************************************************************* ...; Created on 05 December 2023
10. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... an image to workdrive and returns a publicly-accessible link/URL for use in your email signatures. Inputs: Loginuser Outputs: Email Scope(s): WorkDrive.team.ALL, WorkDrive.workspace.ALL, ...; Created on 05 December 2023
11. Zoho Books: System Values Maps: / Zoho /; ... Map fn_GetSystemValues() Trigger: Snippet to be used at beginning of code to get dynamic maps of system values Purpose: Taxes, Currencies, Payment Terms, Sales Persons, and Nominal Accounts Inputs: ...; Created on 07 November 2023
12. Zoho Deluge: Get All Orders from eBay: / Zoho /; ... select which fields to return l_OutputFields = List(); l_OutputFields.add("OrderID"); l_OutputFields.add("OrderStatus"); l_OutputFields.add("AmountPaid"); l_OutputFields.add("CreatedTime"); l_OutputFields.add("TotalNumberOfPages"); l_OutputFields.add("TotalNumberOfEntries"); m_Params.put("OutputSelector",l_OutputFields); // // ...; Created on 29 March 2023
13. ZohoBooks: Stripe Terminal Integration: / Zoho /; ... 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: ...; Created on 16 March 2023
14. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... the context of ZohoCRM Inputs: string userInput Outputs: map m_Response Date Created: 2023-02-08 (Joel Lipman) - Initial release - Queries OpenAI ...; Created on 06 March 2023
15. ZohoCRM: Get All eBay Active Listings: / Zoho /; ... select which fields to return l_OutputFields = List(); l_OutputFields.add("ItemID"); l_OutputFields.add("Title"); l_OutputFields.add("SKU"); l_OutputFields.add("QuantityAvailable"); l_OutputFields.add("SellingStatus"); l_OutputFields.add("StartTime"); l_OutputFields.add("TotalNumberOfPages"); l_OutputFields.add("TotalNumberOfEntries"); m_Params.put("OutputSelector",l_OutputFields); // / ...; Created on 01 March 2023
16. Joel's Reference to MidJourney v4 Prompt: / Graphic Design /; ... Eye-Level Shot puts a massive eye on the picture???) Cinematic Still Shot Full-Body shot Headshot from chest up Portrait Knolling Satellite View Subject «This is the actual subject that ...; Created on 11 February 2023
17. Zoho Deluge: Generate a loop or list of any size: / Zoho /; What? This is an article on a trick I picked up from one of our interviewees as well as apparently in one of the Zoho documentation manuals. It uses leftpad to create a string of a length, converts ...; Created on 21 October 2022
18. PC Build 2022: 5 Monitors connected to 1 PC using 1 GPU: / Articles /; ... "it's a poor workman who blames his tools". Let's make do with what we have. The 2 Acer monitors only have DVI and VGA inputs. The 3 Dell monitors can daisy chain with a combination of DisplayPorts and ...; Created on 12 March 2022
19. Zoho Creator: Radio group into Calendar Carousel: / Zoho /; ... (eg. "Wednesday9March"), which yields the following: Then I get rid of the label with the following CSS: label.zc-Calendar_Day_Select-label Then get rid of the round circles for radio inputs ...; Created on 09 March 2022
20. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... ******************************************************************************* Function: fn_Validate_LeadStatusChange Trigger: Function executed when a record is changed Inputs: ...; Created on 11 February 2022