Search - Joel Lipman .Com

1. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters: / Zoho /; ... however gives me the following error: { "code": 15, "message": "Please ensure that the billing_address has less than 100 characters." } How? So the quick answer is 2 separate API calls after ...; Created on 18 September 2023
2. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.: / Zoho /; ... should get the following error: Please ensure that the shipping_address has less than 100 characters. How? If you get the above error, the community forums will advise you to get the ID of the ...; Created on 22 September 2021
3. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; ... their customers to accept or decline a quote. Sure there's a portal and you can probably do it from there but this is a one-click accept or decline then done. One of the biggest hurdles here, which ...; Created on 04 November 2024
4. Zoho Workdrive: Getting Team Folder ID: / Zoho /; ... Getting the team folder information Use the team_folder_ID or if it is a subfolder, then use the team_subfolder_id Ensure the scope for your connection includes WorkDrive.teamfolders.READ and note ...; Created on 11 September 2024
5. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... Y EVENT" message :v_DebugMessage ] } return ""; Related List for Custom Module Just for good measure (and because it took me an hour to write this), here's the code to generate a related li ...; Created on 06 August 2024
6. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... the item relates to. How? At time of print, adding the lookup to the line item will automatically display a related list on the Sales Order but does not associate any records... not sure why this ...; Created on 09 July 2024
7. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; ... "Scheduler" header information such as the name, description, start date/time, frequency, and timezone. While you're here, click on "Connections" at the top of the IDE (where you paste the code) and ensure ...; Created on 02 July 2024
8. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; What? An article to ensure I never spend this long on such a request again. The brief is: "Follow up when a lead is created and not converted within 1 day send an email and notification to sales person ...; Created on 14 May 2024
9. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... apps may create similar webhooks so you need to make sure the script below is looking for your custom webhook for each m_ThisWebhook in r_ShopifyWebhooks.get("webhooks") { if(m_ThisWebhook.get("id") ...; Created on 22 April 2024
10. Zoho Deluge and Wordpress/WooCommerce API: Get All Products: / Zoho /; ... pages to retrieve every product from the WooCommerce system. API connection in WooCommerce So we need to get an API connection to ensure we get all the products. This involves getting a consumer_key ...; Created on 15 April 2024
11. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; ... API having a few email addresses as the recipients: A sample code snippet: For the below, I have a connection to ZohoBooks from ZohoCreator called "zbooks". It has fullaccess as a scope but I'm sure ...; Created on 07 March 2024
12. 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
13. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... Data Sources in the left sidebar Add Data Sources > Select Zoho Desk Do "Next" and select the Zoho Desk Portal Ensure that "Tickets" is selected (I'd tick most of the fields this contains) Create ...; Created on 05 December 2023
14. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... Not sure about the rest of you, but I've been using this for pagination purposes and for the system to work out how many pages or loops in total it would need to do. How? Here's a couple of working ...; Created on 14 November 2023
15. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department: / Zoho /; ... new pipeline by clicking the button in the top right. For this demo, we ensure there are at least 2 pipelines: "Hire Pipeline", and "Sales Pipeline". Setup: the Client Script Login to ZohoCRM as ...; Created on 16 October 2023
16. Zoho CRM: Change System Field Length: / Zoho /; ... record to an opportunity (or Deal) record. If you are using custom fields, then just ensure that the data type and field lengths match. In this case, they are system fields for the Postal Code which ...; Created on 19 June 2023
17. Zoho Inventory: Enable Tracking using the API: / Zoho /; ... for anything else than tracking stock...? How? So the quick answer is one missing parameter to send through which is "item_type=inventory"... A little longer, is do ensure you have Zoho Inventory ...; Created on 04 May 2023
18. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkit: / Zoho /; What? A quick article on the SPF & DKIM setup to improve email deliverability from a ZohoApp and methods to check. Why? Not sure how I came across it as most of our customers don't use ZohoMail, ...; Created on 04 May 2023
19. 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
20. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... in storing message conversations despite it's purpose being ideal. Instead, let's use a CRM function to store the conversation between ChatGPT and the CRM User. This way, we can also ensure that the data ...; Created on 06 March 2023