JOEL LIPMAN Systems / Automation / AI

Knowledge base / Since 1999

Scripts, systems & field notes.

Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.

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Zoho CRM: Add and Update Products from Zoho Analytics Discrepancies
Zoho Analytics

Zoho CRM: Add and Update Products from Zoho Analytics Discrepancies

A quick article on using a Zoho Analytics discrepancy table to add missing products and update existing product records in Zoho CRM. In this example, Unleashed supplies the product details, Zoho Analytics identifies the differences, and a scheduled Deluge function applies the changes to a custom CRM module.

Read note 2,810 hits
ZohoCRM: Import Attachments
Zoho CRM

ZohoCRM: Import Attachments

An article for myself really as I couldn't find much online to address the errors I encountered below but also to document the import process of a bunch of files into a ZohoCRM system.

Read note 92,624 hits
Zoho Creator: Push to eBay Listings
Zoho Creator

Zoho Creator: Push to eBay Listings

This is an article to document how I connect a Zoho Creator app to push a product to your eBay listings. By writing this article, I can refine this method as it took me a while to figure out.

Read note 7,063 hits
Windows 10: Shortcut Apps to Settings
Windows OS

Windows 10: Shortcut Apps to Settings

This is a list of apps that if run via the run command, or used in a desktop shortcut, or that you want to include in automation software such as AutoHotkey, opens any specific Windows OS settings page. This does not make the change to the setting itself, just displays it to the user for them to make the choice.

Read note 51,599 hits

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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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