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1. 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
2. Zoho CRM: searchRecords with sorted results: / Zoho /; What? This is an article to document how to use the searchRecords function in CRM and to sort the results response. Why? This is unclear and not always working as coded below since each system ...; Created on 10 February 2022
3. ZohoCRM: Process all records of a module: / Zoho /; What? A quick article to document a method of looping through all the records of a module and processing these with the ability auto-resume without processing the same record twice. Why? Whether ...; Created on 24 August 2021
4. ZohoCRM: zoho.crm.searchRecords only returns certain records: / Zoho /; What? This is an article to hopefully resolve for you quicker than it took me, why a zoho.crm.searchRecords() returns some of the records but omits others. Why? The use-case was that we were creating ...; Created on 29 July 2021
5. Zoho Creator: Button on Report for Merging Multiple Selected Records: / Zoho /; What? The aim of this article is to document how you can display a Creator report to the user, that they can select (tickbox) multiple records in that report, and then have a button that loops through ...; Created on 06 December 2020
6. Zoho Deluge: Search Records with Special Characters (COQL): / Zoho /; What? This is an article to remind me how to search for CRM records by a value that may contain an ampersand or parenthesis. Why? I wrote this article because some searches will work for me and ...; Created on 28 August 2020
7. Delete related records from multiple tables: / MySQL /; ... Deletes all sessions dated after February 1st 2013 -- and all related records (linked by ID) in relevant tables. Delete from specific tables but not all Simply don't refer to the table after the ...; Created on 11 January 2013
8. MySQL: Find records in one table that are not in another.: / MySQL /; The Why So I find myself writing increasingly complex SQL scripts and it's at the stage where we need to optimize the queries because some scripts are noticeably slow (as observed by the customer...) ...; Created on 25 February 2011
9. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters: / Zoho /; ... = r_QuoteDetails.get("Account_Name").get("id"); r_SearchResults = zoho.books.getRecords("Contacts",v_BooksOrgID,"zcrm_account_id=" + v_AccountID,"zbooks"); if(!isnull(r_SearchResults.get("contacts"))) { // ...; Created on 18 September 2023
10. Zoho Deluge: Proper Case for Names: / Zoho /; ... Zoho Apps are incredibly case-sensitive and consider some records containing people's names as duplicates, when actually they are the same entity but may have uppercased a letter in their name while the ...; Created on 13 July 2023
11. Zoho Creator: Find Duplicates by Customer Name for Large Datasets: / Zoho /; What? There are other sources on the web which show you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with ...; Created on 12 July 2023
12. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkit: / Zoho /; ... setup involves creating the TXT records on the DNS. Ideally, we would not want access to the DNS as Zoho Support as we could be blamed for any website / mail server issues not related to any of this setup ...; Created on 04 May 2023
13. ZohoDeluge: Check Shipment Status via DHL API: / Zoho /; ... retrieve all shipment orders for that day from ZohoInventory r_YesterdaysShipments = zoho.inventory.getRecords("shipmentorders",v_BooksOrgID,m_Criteria,"ab_inventory"); if(!isnull(r_YesterdaysShipments.get("shipmentorders"))) { l_YesterdaysShipments ...; Created on 21 March 2023
14. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... ChatGPT Date Modified: 2023-03-11 (Joel Lipman) - Stores conversation messages / thread in CRM records - Retrieves and builds up conversation trail to send to OpenAI ...; Created on 06 March 2023
15. Zoho Deluge: Shopify API: Get all active products with GraphQL and Pagination: / Zoho /; ... the modified records of a day and ensure that the data in Zoho is the same as on the Shopify website. Included in this is the feature to export all the data as a CSV and to email it to myself: void ...; Created on 20 February 2023
16. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; ... Another single line text field Candidate x JobOpening Name: Mandatory name field that we will use so as to create unique records The connection Within any syntax editor of ZohoRecruit (where you ...; Created on 08 February 2023
17. ZohoCRM: Import Attachments: / Zoho /; ... Our use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective records in CRM. This took me a while as our own documentation ...; Created on 16 January 2023
18. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Account: / Zoho /; ... = 0; l_CandidateSearch = zoho.recruit.searchRecords("Candidates","School Name|=|" + v_SchoolName,1,200,"ALL","zrecruit"); for each r_Candidate in l_CandidateSearch { if(!isnull(r_Candidate.get("CANDIDATEID"))) { v_CandidatePlacedCount ...; Created on 19 October 2022
19. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; ... = zoho.crm.searchRecords("Deals","(Reference_ID:equals:" + v_DealRef + ")",1,200,); for each r_Result in l_SearchResults { if(!isnull(r_Result.get("id"))) { v_DealID = r_Result.get("id").toLong(); } } } // // ...; Created on 17 October 2022
20. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... fetch all payments against this customer in order of payment reference (oldest to most recent) r_SearchResults = zoho.books.getRecords("customerpayments",v_BooksOrgID,m_SearchCriteria,"zbooks"); if(!isnull(r_SearchResults.get("customerpayments"))) { l_SearchResults ...; Created on 17 August 2022