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 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...
eBay allows users to request the deletion of their personal data from eBay's own systems, as well as from the systems of all partners who store or display that data, including third-party developers integrated with eBay APIs through the eBay Developers Program. To help third-party developers comply with these requests...
This is an article detailing the client script to fix any fields which exceed their decimal places limit in ZohoCRM.
So this is a pretty cool feature in Zoho CRM that I hadn't used much but definitely worth an article. The ability to block field picklist options from being selected based on the profile of a user.
So this is an article expanding on my article Zoho Deluge - Connect to Xero API and explores how instead of a schedule, we can get Xero to tell ZohoCRM whenever an invoice or contact gets updated in Xero.
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.
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 on how to build a shopping cart and get your website to accept payments via PayPal. The below isn't a final or perfect option, it's an article to help me document and refine a process.
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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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