JOEL LIPMAN Systems / Automation / AI

Knowledge base / Since 1999

Scripts, systems & field notes.

Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.

Advanced search

141 entries / matching CRM

Clear filters
Zoho Deluge: Setup an API Connection for InvokeURL
Zoho Deluge

Zoho Deluge: Setup an API Connection for InvokeURL

This is slightly different to my article Zoho Deluge: Get Refresh/Access Token API v2 (Zoho to Zoho service) and different to my Zoho CRM: APIv2 using PHP & cURL (3rd-Party to Zoho), in that this details how to setup a connection to use in an invoke URL statement. Specifically for Zoho Books, Subscriptions or Inventory...

Read note 85,055 hits
Zoho Deluge - Connect to Xero API
Zoho Deluge

Zoho Deluge - Connect to Xero API

This is an article to document a standalone function which generates an access token from within Zoho CRM so you can access your Xero instance. There are 3rd-party API libraries and SDKs out there but as usual with financial technologies (fintech), I don't trust them. Here's how to do it in pure Deluge with a Zoho CRM...

Read note 16,113 hits

Working principle

Our Purpose

This site exists as a practical knowledge base built from real-world experience across systems, platforms, and technologies since 1999. Much of the content documents solutions, edge cases, and working patterns that were learned through investigation where documentation was incomplete or absent, and is shared to reduce the same friction for others.

27 Years in IT
1021 CRM clients
816 Site articles
30.0m+ Reads / hits

Knowledge base

Search notes

Find matching words in article titles and content.