Search - Joel Lipman .Com

1. ZohoCRM: Make either Mobile or Email mandatory: / Zoho /; ... but at least one should be. How? We can do this without code and only using ZohoCRM layout rules. Let's take a contact record for demo purposes: If I enter a phone number: If I enter an ...; Created on 03 October 2024
2. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... everyday for 3 days then escalate to a specified user". Why? Sorry Zoho! I tried using the interface to set up a workflow or any other mechanisms within ZohoCRM that allowed me to set up a daily ...; Created on 14 May 2024
3. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; What? This is an article to show you how to, using Deluge code, generate all the email signatures in the user profile in ZohoCRM. Why? To simplify the on-boarding process. A client of ours has ...; Created on 05 December 2023
4. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... API v2.1: I have a connection in ZohoCRM with the required scopes: ZohoSearch.securesearch.READ AND ZohoCRM.modules.quotes.READ, Include ZohoCRM.settings.layouts.READ or ZohoCRM.settings.ALL as well; ...; Created on 14 November 2023
5. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; ... ZohoCRM webhook, because CRM webhooks run more reliably then the ones we have found in ZohoBooks and other Zoho Apps. Prerequisites: Setup a connection called "joel_books" that has the necessary scopes ...; Created on 27 April 2023
6. ZohoCRM: Get Organization Business Hours using Deluge/API: / Zoho /; What? A super quick article on getting the business hours set in ZohoCRM. Why? When creating a booking system in ZohoCreator, I want to enter the default working shift for an employee either existing ...; Created on 28 March 2023
7. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; What? Following on from the article: Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo. This is the next step as we get it to look at data within ZohoCRM. Why? Because it is a serious improvement ...; Created on 06 March 2023
8. ZohoCRM: Get All eBay Active Listings: / Zoho /; ... So we're going to use a ZohoCRM function to get this file which we can run on demand. Why not in Zoho Inventory or any other Zoho app? Because we like to challenge ourselves... Once again, I'm not ...; Created on 01 March 2023
9. ZohoCRM: Import Attachments: / Zoho /; What? An article for myself really as I couldn't find much online to address the errors I encountered below but also to document the import process of a bunch of files into a ZohoCRM system. Why? ...; Created on 16 January 2023
10. ZohoCRM: ZDK Client Script to retrieve Contact Email: / Zoho /; What? An article on one of my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field. Why? I could do a normal automation/workflow ...; Created on 20 July 2022
11. ZohoCRM: Template: not being able to edit a text box: / Zoho /; ... successful...: For this strange fix, I'm going to list step by step but using the "Google Chrome" web browser: Login to ZohoCRM > Setup > Templates > Inventory Click on the name of the problematic ...; Created on 25 January 2022
12. ZohoCRM & Xero Real-Time Invoices: Receive Webhook: / Zoho /; What? So this is an article expanding on my article Zoho Deluge - Connect to Xero API and explores how instead of a schedule, we can get Xero to tell ZohoCRM whenever an invoice or contact gets updated ...; Created on 10 January 2022
13. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.: / Zoho /; What? An article to note something I didn't realize I needed: How to address the above error and how to update a Shipping Address for a specific Sales Order in Zoho Books. Why? You might think ...; Created on 22 September 2021
14. ZohoCRM: Deluge: Map a custom field from user profile: / Zoho /; What? A quick article to remind me how to quickly get a field from a user's settings based on the owner of a record. Why? A client had added a custom lookup field to the users settings called ...; Created on 01 September 2021
15. 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
16. 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
17. Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments: / Zoho /; ... wrong, I have a client with ZohoCRM who upload a PDF (can be any file but is usually a PDF) to a custom module in their CRM; I then need the customer from the customer portal in a ZohoCreator app to be ...; Created on 02 February 2021
18. Zoho CRM: Updating a CRM record Custom Line Items using API v7: / Zoho /; ... Off Just a note here for myself where using invokeAPI over invokeURL: // // retrieve record details r_SoDetails = invokeapi [ service :zohocrm path :"/crm/v7/Sales_Orders/" + p_SalesOrderID type ...; Created on 18 December 2024
19. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; ... you will need ZohoCRM. I've tried using the "Incoming Webhooks" feature of ZohoBooks but realised the word "Incoming" is the operative word as the response cannot be configured in ZohoBooks like we need ...; Created on 04 November 2024
20. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... from within ZohoCRM ZohoCRM webhook updates the tracking record (ZohoSign Document) and attaches the signed document to the contact record Button Code: /* ******************************************************************************* Function: ...; Created on 06 August 2024