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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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This is an article to document a standalone function which generates an access token from within Zoho CRM so you can access your Xero instance. There are 3rd-party API libraries and SDKs out there but as usual with financial technologies (fintech), I don't trust them. Here's how to do it in pure Deluge with a Zoho CRM...
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.
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...
A sorta quick article to note how I can generate refresh tokens and access tokens using Zoho Deluge code (so within Zoho Creator, CRM or Books) without XML calls.
A quick article just as a note to get the users country information from a third-party API based on the given IP address. How? Well this is just a list of free 3rd-party APIs and the below code is dependent on these being online and working...
This is a not so quick article on how to build up a checkout cart page with Zoho Creator which directs the customer to a Shopify payment page.
This is an article explaining the code needed to write a PHP script which generates an access token for a service account which in turn is used to list files in a team's Google Drive. This is very different to my code for OAuth when attended: Google Authentication - OAuth 2.0 using PHP/cURL... In that this one doesn't...
This is an article documenting how to access ZohoCRM with API v2 using PHP and cURL. The first few functions are to manage OAuth v2 and generate the refresh and access tokens. The second snippet of code below is using the functions to read data from Zoho CRM and to write data back to the system.
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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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