Zoho CRM: Updating a CRM record Custom Line Items using API v7
This is a quick bit of code for my reference so that I don't have to keep finding a function that gives me the syntax of how to either create or update a record using invokeUrl.
Knowledge base / Since 1999
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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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Zoho SalesIQ Bot with OpenAI ChatGPT 4
An article to document setting up a SalesIQ bot that includes an integration with OpenAI's ChatGPT. Please understand if this is behind a userwall as we tend to charge between 2k to 5k to implement this solution in client's systems.
Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template
An article on adding an accept and decline button on the estimate (aka Quote) notification template within ZohoBooks.
Zoho Creator: Input Color Picker
An article on creating a color picker from a specific palette using an input field of a radio type.
Zoho Deluge: Convert Hex to RGB
A quick article to document a Zoho Deluge function converting a hexadecimal color reference to a Red Green Blue value (RGB).
ZohoCRM: Make either Mobile or Email mandatory
A really quick article on a pretty cool requirement, making 2 fields mandatory but if one is completed then making the other optional.
Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign
I think I have a similar article on this website but the article below documents the full process to create a button that will map the values/fields from the record into a CRM Mail Merge template and send it off for signing, then return the Signed document attached to the initial record (where the button was).
Zoho Analytics: Create a Monitoring System with Images
This is an article to remind me how I did this for a customer and images help visualize the health of the system.
Zoho Projects: Get All Events
A quick article because I couldn't find anything that documented this with a working example.
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