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1. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... updates the CRM ZohoSign Document Record v_ZS_DocRecordID = m_ZS_Doc.get("id"); m_SignDocument = zoho.sign.getDocumentById(v_RequestID); v_SignDate = m_SignDocument.get("requests").get("action_time"); v_SignDat ...; Created on 06 August 2024
2. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... the data for my widgets), I have to write it as such: SELECT 'CRM Accounts' AS "DataSource", date(t1."ModifiedTime") AS "Date", t1."RecordID" AS "Record ID", t1."RecordName" AS "Record Name", ...; Created on 25 July 2024
3. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; What? This is an article to show how to setup a scheduled function that checks and restores a missing webhook as well as the snippets when receiving the webhooks and storing them. Why? We found ...; Created on 22 April 2024
4. ZohoCreator: Using .toFile and Uploading to a Creator field: / Zoho /; ... on filename changes, I run this bit of code to get the internal and current file name: // // get original document file (optional) - you need your own record ID here v_ZC_DocumentRecordID = 1234567890123456789; c_ExistingDocument ...; Created on 25 March 2024
5. Zoho CRM: Client Script Confirmation Box and Popup Mailer: / Zoho /; ... "Next" Give it the following code: // attempt try { // get the ID of this record var v_ThisRecordID = $Page.record_id; // get the full name of this contact (not sure why this ...; Created on 06 February 2024
6. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... record that holds my API connection details v_IntegrationRecordID = 123456789012345678; r_CrmRecord = zoho.crm.getRecordById("Integrations",v_IntegrationRecordID); v_TradingAPIVersion = r_CrmRecord.get("Compatibility_Version"); // / ...; Created on 31 March 2022
7. Zoho CRM: searchRecords with sorted results: / Zoho /; ... SEARCHRECORDS **************** // // init v_RecordID = 1234567890123456789; // // loop through 5 pages of 200 records = 1000 records l_Pages = [1,2,3,4,5]; // // set search criteria v_SearchCriteria ...; Created on 10 February 2022
8. ZohoCRM: Process all records of a module: / Zoho /; ... each r_Record in l_Records { if(!isnull(r_Record.get("id"))) { // re-init m_Update = Map(); v_RecordID = r_Record.get("id"); v_CountFound = v_CountFound + 1; // // other ...; Created on 24 August 2021
9. Zoho CRM REST API: Stop Workflow from Triggering: / Zoho /; ... or (untested) m_Trigger = Map(); m_Trigger.put("trigger",[]); r_Update = zoho.crm.updateRecord("Module",p_RecordID,m_UpdateRecord,m_Trigger); From the documentation: The trigger input ...; Created on 16 June 2021
10. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Deluge: / Zoho /; ... r_Link = zoho.crm.createRecord("Deals_X_Products", m_Link); } Code to Delete a value from a multi-lookup: v_ID2Delete = 123456789012345678; v_SearchCriteria = "(field0:equals:" + v_myRecordID ...; Created on 28 April 2021
11. Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Books: / Zoho /; ... to work on the CRM record: // assuming I have a creator form called "myForm" // that the ID of the record is the value of the variable "myRecordID" // that a subform exists in the form called "Attachments" // ...; Created on 15 May 2020
12. Zoho Deluge - Update Creator from CRM: / Zoho /; ... id is the Creator ID of the record. dataMap is the map() to post. connectionLinkName is the connection link obtained previously (as a string). For example: v_RecordID = "1234567890123456789".toLong(); m_Params ...; Created on 18 February 2019