ZohoAnalytics & ZohoBooks: Custom Related List from Analytics
A quick article to document 2 features in deluge code: a custom related list in ZohoBooks, and a reminder on how to read a table from ZohoAnalytics.
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 Analytics & Zoho People: Monitor DataSource Sync
A quick article on how to setup an automation that checks if a datasource synchronization between Zoho People and Zoho Analytics failed. This can be adapted to any data source for Zoho Analytics.
Zoho Books / Inventory: Get Item Rate from a Price Book/List
A quick article on how to get the pricebook entry using Zoho Deluge for a specific product in your ZohoBooks or ZohoInventory instance.
ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead
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".
Zoho Creator: Render to PDF with margins and page numbers
There are already articles out there that document this but I use this more and more and would rather just find it on my site than going through multiple bookmarks.
Zoho Webhooks & Shopify API: Keep Disappearing
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.
Zoho Deluge and Wordpress/WooCommerce API: Get All Products
A quick article on retrieving all the products from a WooCommerce instance on a client's Wordpress website.
ZohoCreator: Using .toFile and Uploading to a Creator field
This is a quick article on generating a file with the Zoho Deluge function .toFile() and uploading it to a file upload field within Zoho Creator.
ZohoCreator: Basic Widget with Zoho Data
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...
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