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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This article documents how to stop an employee from applying for leave when already 80% of their team have already booked the same date off. My brief was: Check the department this employee belongs to Search for employees of the same department (team members) who have booked the same days off (ie count holiday clashes)...
This is an article documenting how to create a Zoho Creator Widget which includes the Bootstrap and jQuery frameworks as well as other JavaScript functionality.
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...
The following is a script template that I can quickly adapt for Zoho and Shopify integration. This will take an item from Zoho Inventory and post it to Shopify. How? Pretty quick to do in Zoho Deluge but first you need to go register the app in your client's Shopify store:
A quick article on how to debug some errors in Zoho.
So this is an article with some common snippets of code that use the InvokeConnector and do things we can't do in shortcode.
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...
This is an article to create a standalone application which lists all the Google Chrome Profiles on your Windows 10 workstation in alphabetical order.
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.
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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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