ZohoCRM & Xero: Function to pull most recent quotes
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).
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
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.
There's documentation out there but as this took me a couple of days to simply install a JS widget hosted by Zoho and pass the record ID via a button to it, I'm adding it here in case I need to refer to it in future.
Just noted this down in case I need to do it again. This article documents how to take a 5.5 hour video (MP4) and have it transcribed by a locally installed AI on a MacOS (running Sequoia 15.1.1).
Looking for an online tool that will take an image and make a thumbnail copy? This article is for me if I ever want to recreate an online tool capable of receiving an image URL and which both generates and outputs a thumbnail image and makes it downloadable via URL.
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.