Zoho CRM Client Script: Map Quote to Invoice
This is an article to apply an automation that when creating an invoice in CRM from a related quote, it maps in the fields.
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Zoho Survey: Zoho CRM Webhook
A separate article as a follow-on from my previous article in this series Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pages which may have grown a little but just wanted to record how to receive a Zoho Survey response in a Zoho CRM REST API function.
Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pages
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.
Zoho People: Get Performance Records over API
Took us a while to find this and perhaps others would have a quicker way but here's the instructions on getting the records from the performance module in Zoho People API.
Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM function
There's documentation out there but as this took me a couple of days to simply install a JS widget hosted by Zoho and pass the record ID via a button to it, I'm adding it here in case I need to refer to it in future.
Zoho Deluge: Connect to Shopify
A quick article showing 2 ways of connecting to Shopify's REST API with a custom app. Note that this is not for an app embedded in the Shopify instance but for a third-party app, such as a Zoho Creator app, to connect to the data within Shopify.
ZohoCRM / Client Script / Canvas: Hide Tab based on Pipeline
A quick article with snippets of code to hide and show certain tabs on a deal record based on the pipeline.
ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Function
An article on a client script used in CRM which is a working example of rewriting a subform (line items of an invoice) and calls a REST API fuction to return the custom fields of the line items. Pretty much a function which took me a day to write.
ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoice
A frustrated article about an issue that took me a fair few hours to resolve. So I'm putting it here as I thought I covered this previously but couldn't find it on my website. This was previously titled something along the lines of truncating to 2 decimals but finance is so much more complicated.
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