JOEL LIPMAN Systems / Automation / AI

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Customer Relationship Management Systems Tutorials & Guides

Practical Customer Relationship Management Systems tutorials, troubleshooting notes and implementation guides from real projects.

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Zoho Deluge - Connect to Xero API
Zoho Deluge

Zoho Deluge - Connect to Xero API

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...

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Zoho Deluge: Push Item to Shopify API
Zoho Deluge

Zoho Deluge: Push Item to Shopify API

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:

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Zoho Deluge: Associate/Link an Invoice to a Sales Order
Zoho Deluge

Zoho Deluge: Associate/Link an Invoice to a Sales Order

This is an article because there was no documentation that I could find that describes how to do this. When an invoice is created, not by clicking on the "convert sales order to invoice" button, I needed a way to programmatically link the sales order to the invoice.

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