Knowledge base / Since 1999
Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.
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An article to ensure I never spend this long on such a request again. The brief is: "Follow up when a lead is created and not converted within 1 day send an email and notification to sales person everyday for 3 days then escalate to a specified user".
This is an article to show how to setup a scheduled function that checks and restores a missing webhook as well as the snippets when receiving the webhooks and storing them.
A follow on from my article Zoho Creator: Create a Widget which uses JavaScript back from 2020 with a few adjustments now in 2024. This widget will only work within Zoho Creator. If you want a solution which sits on an external website and which talks to Zoho, then setup an externally hosted web app with the usual Java...
This is an article just repeating a script from the Zoho Kaizen series allowing a confirmation box (something lacking in Zoho Creator - but that every app outside of Zoho has) as well as a popup to email from CRM with a rich-text interface.
This is an article detailing the client script to fix any fields which exceed their decimal places limit in ZohoCRM.
This is an article to show you how to, using Deluge code, generate all the email signatures in the user profile in ZohoCRM.
An example of code using the new API call "Module Record Count" with some criteria.
A collection of code snippets I seem to be regularly using to generate a dynamic map of system values held in a ZohoBooks instance.
A super quick article on how to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile.
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.
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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
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