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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 has announced a new SKILL.md file for Zoho CRM, aimed at developers who work with AI coding assistants. The file is designed to be dropped into an AI harness of your choice — the announcement names tools such as Claude Code, Codex, Cursor and VSCode — so that the assistant has structured, accur
This is an article about a Zoho Billing custom function that worked when it was executed manually but did not run automatically when a new invoice was created. The custom function was configured with the Invoice Created trigger. However, opening the function displayed the following message: Workflow does not exist! Inv...
A quick article on something a little different from my usual CRM functions and debugging notes. This time I have been playing with OpenAI's ChatGPT Image 2.5 and its sketch feature, using a few very rough drawings as the starting point for a Georgian-inspired home concept. The idea was to see how far I could take some...
Pretty self-explanatory really. Something to be cautious about but it took me so long to do that I needed an article here to help me if ever I get asked to do it again. Siimply put, Zoho Analytics can't see the Zoho People Salary table within the built-in integration / synchronization.
A quick article on how to get Zoho CRM to update the deal or opportunity type field with "New Business" or "Existing Business" depending on whether this won opportunity is the second time for this account.
This is an article to apply an automation that when creating an invoice in CRM from a related quote, it maps in the fields.
An article on some Zoho ANSI-SQL (in other words, queries that work in Zoho Analytics) as I couldn't find any examples online on how to do this.
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.
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.
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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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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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