Articles - Joel Lipman .Com

Zoho Creator: Receive eBay Notification and Create Shopify Order

: Joel Lipman; Zoho; 21 January 2022; Hits: 2589

What?
This is an article documenting how to parse the notification from eBay and using it to create an order in Shopify.

Why?
Previously, we would receive an eBay notification and create an order record in Zoho Creator. We did the same for when Shopify would process an order. You can see my following articles for more information on these:

This time, the objective is to have an eBay notification be sent to Zoho CRM (can receive webhooks) which forwards it to Zoho Creator, which in turn generates an order in Shopify. This article is primarily for myself as I need to do this for some other clients and I just want to continuously refine and improve my code below.

How?
I'm going to show you the code first of how to parse the eBay Transaction data and then the code to create a Shopify Order:

Zoho Analytics: Setup DataSource via FTP Connection

: Joel Lipman; Zoho; 12 January 2022; Hits: 3110

What?
So this is going to be an article with a bunch of pictures showing step-by-step of how I setup a recurring data source in Zoho Analytics via FTP.

Why?
The use-case here is that I have a client who wants to import data via FTP (SFTP - to be precise) and have this available to their Zoho apps. My aim(s) are:

Setup recurring FTP connection.
Make data readily available to ZohoCRM.

How?
Well, let's setup the FTP connection first in Zoho Analytics:

ZohoCRM & Xero Real-Time Invoices: Receive Webhook

: Joel Lipman; Zoho; 10 January 2022; Hits: 2796

What?
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.

Why?
I used to use ZohoCRM schedules to pull when an invoice has been paid, but ZohoCRM schedules run only every 2 hours. You can set up 2 schedules: one that runs on even hours and one that runs on odd hours to change this to every hour. It's not enough for some, so the below details on how you can get Xero to tell Zoho when a contact or invoice has been updated immediately.

How?
Here's an overview of how we achieve this:

Set up a Zoho CRM function to receive the webhook.
Setup a webhook in Xero.
[Optional for Method #2] Setup a PHP script on a server that will validate the Xero webhook.

You're going to need to respond to Xero with valid and invalid HTTP statuses as their webhook validation process is a little stricter than Zoho's.

Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)

: Joel Lipman; Zoho; 16 December 2021; Hits: 3924

What?
A very quick article to remind me how to send a text message using Twilio API in Zoho Deluge.

Why?
The use-case here is that we want local sense dialing where specific numbers are used both for outbound and inbound but local to the customer and we want to remind our customer that they have an appointment in 1 hour with us.

How?
The code is actually pretty straightforward but you will need to follow these steps to get the credentials:

Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng)

: Joel Lipman; Zoho; 15 December 2021; Hits: 2758

What?
An article with a quick snippet of code which builds up the address from a Lead record to geocode into latitude and longitude coordinates to feed a third-party API which returns a timezone.

Why?
Our use-case is that we have a field called "Customer's Time Zone" on the lead record in ZohoCRM. It should be auto-populated...

How?
As mentioned, we're going to use the address on the Lead record; use Zoho's GeoCode function to convert this into a latitude and longitude, then we're going to use a free TimeZone API (one that returns a timezone given a lat/lng). The added feature is that we are going to loop through picklist options (500 timezones) in CRM to select the most relevant one. If all this fails, then it defaults to a module called "States" which stores a default timezone and can be searched for with the "State" field on the Lead record.

Zoho Deluge: Calculate start and end of Daylight Savings Time

: Joel Lipman; Zoho; 07 December 2021; Hits: 3992

What?
An article to document how I calculated the start and end dates of when Daylight Savings Time is in effect.

Why?
Admittedly, most of Zoho apps have this built-in but here's some snippets of code in case you need them.

How?
I will use this to amend and refine but here's the snippets for the various DSTs around the world.

Zoho Creator/Deluge: Calculating with Timezone Offset

: Joel Lipman; Zoho; 07 December 2021; Hits: 2784

What?
This is an article to remind me how to calculate various times for an appointment booking system based on the timezones of each party.

Why?
The use-case scenario is that our Creator server uses the US datacenter but has it's server timezone set to "US/Eastern" or "America/New_York" (-05:00). Our sales person is on the west coast in the timezone "America/Los_Angeles" (-08:00). And our customer is in "Europe/Luxembourg" (+01:00).

We want to tell our customer they have an appointment at 4pm their time in Luxembourg; tell the agent/salesperson to call the customer at 7am in Los Angeles; and tell headquarters or the system calendar that the appointment is at 10am.

How?
So adding a datetime field and calling this one the "Customers Appointment Time" is the wrong first step. Reason being is that datetime fields hold the time zone they are set in (ZohoCreator > Settings > Date and Time Settings); so as soon as you try to insert a date time and perhaps accompany that value with a timezone, several calculations happen in real-time making it really difficult to extract and use.

Zoho CRM: Schedule a Task: Timesheet Reminder

: Joel Lipman; Zoho; 02 December 2021; Hits: 2391

What?
A quick article to demonstrate code that creates a task in CRM based on the time logged against an Event/Meeting.

Why?
As developers, we're keep account of our time and we are currently logging time in our CRM. We're meant to do 40 hours, not just for Management, but for deducting from project and support bundles.

How?
The following snippet of code is on a CRM schedule set to run every Friday at 08:00 in the morning and will create a task if time logged is too low and will remind via Popup at about 4pm (16:00).

Zoho CRM: Schedule a Call using Deluge

: Joel Lipman; Zoho; 18 November 2021; Hits: 4454

What?
This is an article to document how to schedule a call with a reminder in Zoho CRM using Zoho Deluge.

Why?
Because I find a need to document anything that takes longer than 30 minutes to figure out so I don't spend so long the next time I have to do it. The use-case scenario here is that when an appointment is made for a Lead in a booking system, we want a task or call in CRM to popup and remind us that we need to phone this Lead.

How?
It sounds straightforward: schedule a call using the GUI then write a test function to check the JSON that is being returned for API names...

Zoho Creator/Deluge: UnPredictable exception, Invalid statement found

: Joel Lipman; Zoho; 17 November 2021; Hits: 3415

What?
Just a quick article if you get the above error and what to look for.

Why?
I was writing a function with perhaps too many for each loops within a for loop.

How?
The following is 1 fix for the error:

Execution Failed
UnPredictable exception, Invalid statement found Line:(20)

I cannot guarantee that this error doesn't appear for other reasons but I will add to this article if I encounter any.

Zoho Creator: Copy Subform to other Subforms

: Joel Lipman; Zoho; 17 November 2021; Hits: 4551

What?
A quick article on a snippet of code which copies one subform to other subforms in the same form.

Why?
I'm creating an appointment/booking system and I want the user to be able to set entries in a subform called "Mondays" then to click a button which copies it to the remaining working days.

How?
So I have a form with 6 subforms which list staff/employee shifts from Monday to Saturday.

Zoho CRM & Deluge: Adding 10 minutes to a CRM Date Time field

: Joel Lipman; Zoho; 11 November 2021; Hits: 3989

What?
I already have an article documenting Pushing a value to a datetime field in CRM but wanted another article here to remind me of the Deluge code I need to add/subtract time.

Why?
Just want to add 10 minutes to a date/time field in ZohoCRM and wanted a refresher for use in a client system. The usual error is something similar to the following:

{ "code": "INVALID_DATA", "details": { "expected_data_type": "datetime", "api_name": "Check_Date_Time" }, "message": "invalid data", "status": "error" }

How?
We're going to parse the created date and time parts as well as the timezone, add 10 minutes, re-assemble it in a format that CRM likes, and update the field:

Credit where Credit is Due:

RSS Feed

Related Articles

Joes Revolver Map

Joes Word Cloud

Accreditation

Donate & Support