Knowledge base / Since 1999
Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.
Advanced search477 entries / matching AI
Clear filters
The following is a script template that I can quickly adapt for Zoho and Shopify integration. This will take an item from Zoho Inventory and post it to Shopify. How? Pretty quick to do in Zoho Deluge but first you need to go register the app in your client's Shopify store:
This is an article with the snippet of code required to duplicate or clone a record in Zoho CRM using Zoho Deluge.
This is an article because there was no documentation that I could find that describes how to do this. When an invoice is created, not by clicking on the "convert sales order to invoice" button, I needed a way to programmatically link the sales order to the invoice.
A quick article on converting a Map (associative array with keys and values) into a URL string to pass as URL parameters. How? Let's first define a map:
There may be other articles out there documenting this but I can't keep trying to find these in Google so referring to my own website, this is a doddle for me to find each time.
A quick article on how to debug some errors in Zoho.
So this is an article with some common snippets of code that use the InvokeConnector and do things we can't do in shortcode.
This is a quick article to demonstrate how to compare two datetime values with the timezone specified.
This is an article documenting a generic script that can be used to push an invoice to the demo Xero environment. Following the steps below will connect you to the Demonstration environment of Xero at no cost to you the developer. How? Similar to my ZohoAPI script the process is: Start with a HTML form to add your clie...
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.
Recently Added
Zoho Books: Change a Purchase Order's Delivery Address over API Zoho CRM: Presenting ABM for Zoho CRM: Expand and retain your customers with precision Zoho CRM: Announcing the new SKILL.md for Zoho CRM and the updated OAS repository! Zoho CRM: Allow Only Administrators To Change Task Owners Zoho Billing: Workflow does not exist!Protected notes
Log in for protected notes and any private client projects assigned to your account.