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

223 entries / matching Zoho

Clear filters
Zoho Deluge: Post a multi-dimensional or nested array to a 3rd-party API
Zoho Deluge

Zoho Deluge: Post a multi-dimensional or nested array to a 3rd-party API

This is an article documenting how to send a Zoho Deluge Map request to an API which is expecting nested/2d/multi-dimensonal arrays. In the example below, we are posting to a PHP script for testing but I have since sent something similar to an API expecting nested arrays (not sure if they were PHP) and it works.

Read note 59,070 hits
Zoho People: Reject an Application for Leave in Deluge based on Criteria
Zoho People

Zoho People: Reject an Application for Leave in Deluge based on Criteria

This article documents how to stop an employee from applying for leave when already 80% of their team have already booked the same date off. My brief was: Check the department this employee belongs to Search for employees of the same department (team members) who have booked the same days off (ie count holiday clashes)...

Read note 87,860 hits
Zoho Creator: Button on Report for Merging Multiple Selected Records
Zoho Creator

Zoho Creator: Button on Report for Merging Multiple Selected Records

The aim of this article is to document how you can display a Creator report to the user, that they can select (tickbox) multiple records in that report, and then have a button that loops through all the selected (ticked) records. The example below documents a report of Quotes where we want to merge all the product line...

Read note 55,977 hits

Working principle

Part of Something Bigger

My work sits within a wider delivery team at Ascent Business Solutions, recognised as a leading Zoho Premium Solutions Partner in the United Kingdom. Clients are supported by a team rather than an individual, covering everything from small technical fixes through to full Zoho CRM migrations and complex implementations. The team I manage focuses on API integrations between Zoho and platforms such as Xero, Shopify, WooCommerce and eBay, solving problems that are often undocumented or previously unsuccessful. Outcomes are measured in practical terms, including improved efficiency, scalable systems and clear returns, from helping new ventures grow into six-figure monthly operations to delivering rapid gains through streamlined payments and automated, data-driven processes.

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.