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1. 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
2. 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
3. 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
4. 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
5. 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
6. 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
7. 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
8. 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
9. 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
10. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Account: / Zoho /; ... to the same school and updates some number fields on the matched CRM account. Why? For reporting purposes. Although Zoho Analytics can use data imported from both ZohoCRM and ZohoRecruit, it was ...; Created on 19 October 2022
11. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; ... == "Deal_Ref") { v_DealRef = r_Field.get("field_value"); } } } } } } // // Search ZohoCRM for the Deal with that Deal Ref v_DealID = 0; if(v_DealRef != "") { l_SearchResult ...; Created on 17 October 2022
12. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template: / Zoho /; ... can only be the admin or the logged-in user (user who clicks on the button). There might be an easier way to get the template ID used in CRM, but we did this by Login to ZohoCRM > Settings > Template ...; Created on 18 August 2022
13. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... a name, I'm calling mine joel_creator Authorize it, etc. Create a REST API CRM Function Login to ZohoCRM Go to Setup > Functions > New Function Give it a name and such, I'm doing the following Function ...; Created on 31 March 2022
14. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... to ZohoCRM > Setup > Customization > Modules and Fields > Leads Select "Validation Rules" and cick on "New Validation Rule" Choose the layout, this has to be the highest level (I think) as a custom lead ...; Created on 11 February 2022
15. 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
16. Zoho CRM: Template: Empty Space between Header and Line Items: / Zoho /; ... This has been raised a few times by multiple clients but the fix is rather quick as long as you can get to the HTML of the template: Login to ZohoCRM > Setup > Customization > Templates > Inventory ...; Created on 03 February 2022
17. Zoho Analytics: Setup DataSource via FTP Connection: / Zoho /; ... client who wants to import data via FTP (SFTP - to be precise) and have this available to their Zoho apps. My aim(s) are: Setup recurring FTP connection. Make data readily available to ZohoCRM. ...; Created on 12 January 2022
18. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense): / Zoho /; ... off a scheduled workflow of a call/meeting Login to ZohoCRM > Setup > Automation > Workflow Rules > Create Rule Module is "Calls" Rule Name can be whatever you want, I'm calling mine "Calls - Send SMS ...; Created on 16 December 2021
19. Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng): / Zoho /; ... Why? Our use-case is that we have a field called "Customer's Time Zone" on the lead record in ZohoCRM. It should be auto-populated... How? As mentioned, we're going to use the address on the Lead ...; Created on 15 December 2021
20. Zoho CRM: Schedule a Task: Timesheet Reminder: / Zoho /; ... it the following scopes: ZohoCRM.modules.ALL ZohoCRM.users.READ ZohoCRM.coql.READ // // set to the number of hours minus the ones to be logged on Friday (40 - 8) v_RemindeMeAtHoursLogged = ...; Created on 02 December 2021