Knowledge base / Since 1999
Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.
Advanced search608 entries
A short article explaining how Zoho Deluge allows a variable assignment to be written across multiple lines, as long as the statement ends with a semi-colon. This has a limited number of use cases, but is useful to be aware of if you have not come across it before.
A quick article to get an Apple Trackpad working with an MS Windows 11 Pro (Intel 64) workstation.
This is an article on restoring an automatic banking feed within Zoho Books, specifically within the United Kingdom. The article serves as a store for both a possible resolution as well as findings from the research/investigation into the issue.
A follow-on article from my previous article ZohoCRM & Xero: Function to pull most recent invoices - along with their Contacts and Items (accounts/contact & products respectively).
Thought I already had an article on this and I know my article Zoho Deluge - Connect to Xero API covered a quick query to pull some invoices but this one documents a pull and mapping into CRM invoices.
This is an article to apply an automation that when creating an invoice in CRM from a related quote, it maps in the fields.
A separate article as a follow-on from my previous article in this series Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pages which may have grown a little but just wanted to record how to receive a Zoho Survey response in a Zoho CRM REST API function.
An article on some Zoho ANSI-SQL (in other words, queries that work in Zoho Analytics) as I couldn't find any examples online on how to do this.
Took us a while to find this and perhaps others would have a quicker way but here's the instructions on getting the records from the performance module in Zoho People API.
Working principle
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.
Protected notes
Log in for protected notes and any private client projects assigned to your account.