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Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.
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This is a quick reminder for myself on opening a CSV in MS Excel but without converting long numbers into exponential notations (which are incorrectly rounded anyway). My Data: Account ID,Name,Phone,Record ID 1457102000000135533,Joel,00441234567890,1457102000000165989 1457102000000135566,Stanley,01709123456,14571020000...
A sorta quick article to note how I can generate refresh tokens and access tokens using Zoho Deluge code (so within Zoho Creator, CRM or Books) without XML calls.
A quick reminder on how I got a working snippet of code to store the entries in the lookup already selected, check against another table/form for valid options, repopulate the list with the selected item and filtering the options available for selection.
This is an article on how to build a shopping cart and get your website to accept payments via PayPal. The below isn't a final or perfect option, it's an article to help me document and refine a process.
What A more comprehensive post on some other regex (regular expressions) to format values in Zoho. How?
So this is an article for me on how to copy Joomla's and Wordpress' feature where a Title/Name value is converted to a search-engine friendly URL alias and is unique in the database. Ok that's a long sentence; let me try this:When I save a record in JoomlaCMS or WordpressCMSIt creates a unique name to use in URLsI want...
This is a not so quick article on how to build up a checkout cart page with Zoho Creator which directs the customer to a Shopify payment page.
What A quick note as I had difficulty finding a clear answer on this. I need a cron job setup where the permissions for a database user is required to do a backup (reading and copying data from a LIVE database) to a copy of the database (inaccessible via other users). How? I want to list 2 methods here. One to create a...
This is an article documenting how to update Creator from a workflow written in a Deluge Script held in ZohoCRM.
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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.
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