CRM - Joel Lipman .Com

ZohoCRM: Integrate ChatGPT to ZohoZIA

: Joel Lipman; Zoho; 06 March 2023; Hits: 4807

What?
Following on from the article: Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo. This is the next step as we get it to look at data within ZohoCRM.

Why?
Because it is a serious improvement upon ZohoZIA and we get a lot of requests around customizing ZohoZIA...

How?
So taking ideas from my previous article for ZohoCliq; let's use what we know to develop a ZohoZIA for a demo system.

There are several steps, so first we will set up the ZIA action "Ask ChatGPT" using the GUI, then we will capture the question using Deluge code and query the OpenAI ChatGPT API to return a response.

ZohoCRM: Get All eBay Active Listings

: Joel Lipman; Zoho; 01 March 2023; Hits: 1659

What?
Another one of these articles talking about getting all the active product listings from eBay for a specific client.

Why?
Our use-case scenario here is that we want to get an inventory level or stock check of all the products that are currently listed in a client's eBay store; we want to get the stock level and then use this data to synchronize with data held in Zoho Inventory...

How?
So we're going to use a ZohoCRM function to get this file which we can run on demand. Why not in Zoho Inventory or any other Zoho app? Because we like to challenge ourselves...

ZohoDeluge: Inserting a new line character in a CSV

: Joel Lipman; Zoho; 01 March 2023; Hits: 2092

What?
A super quick article on something that almost deserves its own article: using new lines in ZohoDeluge.

Why?
My use-case here is that I was generating a comma separated values (CSV) file given some lists and strings and although the same code worked great on one Zoho CRM, another client's ZohoCRM was not accepting "\n" as a new line character and instead would render/display it as "\n"...

What I have

copy raw

Me,Myself,I\na,b,c

Me,Myself,I\na,b,c

What I want

copy raw

Me,Myself,I
a,b,c

Me,Myself,I
a,b,c

How?
So in this article I just want to list some various methods of inserting a new line character.

Category: Zoho :: Article: 837

ZohoDeluge: Get All eBay Orders Given a From and Till Date

: Joel Lipman; Zoho; 28 February 2023; Hits: 1302

What?
An article on how I can query all the orders for yesterday without using the eBay GUI Selling website. I've included the code to parse out the information as well.

Why?
Because I need this function too often either for debugging/monitoring purposes but it's easier to use an access token then getting the OAuth access codes from the client.

How?
I'm going to split this into 2 code snippets that were in practice added to the same function and that worked at time of print. Note that this uses the old Trading API as the new API is only available in Sandbox??? I won't go into how to generate an Access Token to your client's eBay store as that's covered in my article: Zoho Creator: Push to eBay Listings.

Zoho Creator: Disable/Hide the add and delete subform row buttons

: Joel Lipman; Zoho; 28 February 2023; Hits: 2671

What?
A really quick article on how to hide these using CSS... at least until Zoho have this as a setting using the GUI.

Why?
Our use-case is that we have a subform which gets autopopulated with a list of services. The client does not want their operations team adding/deleting rows and instead simply specifying quantity (defaulting to zero) alongside each serviceable item.

How?
So at time of print, this is the only way I know: add a note field to inject some CSS into it and hide the delete icon as well as the "Add new row" link.

Zoho Deluge: Shopify API: Get all active products with GraphQL and Pagination

: Joel Lipman; Zoho; 20 February 2023; Hits: 2765

What?
An article to resolve my frustration in being able to ONLY retrieve the first 100 products using GraphQL, so page 1 of Shopify products.

Why?
Our use-case is that we retrieve the 100 most recently modified products at the end of each day and run some Deluge code against it to ensure that the data in Shopify is the same as in Zoho. In this case, Shopify is considered the source of truth and Zoho is the data to be overwritten, ensuring that Product IDs, Variant IDs, Inventory IDs, Current Selling Price, Inventory Level, and Barcode all match.

Our problem is that sometimes more than 100 products are modified in a day... We need to be able to do more than 100 or at least resume from a record... We need pagination.

How?
To resolve this, I'm building on top of my initial GraphQL query which will now retrieve 10 products per page and loop through 3 pages for use in Zoho Deluge. If this works, we can increase the number of pages as well as the number of products per page:

Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo

: Joel Lipman; Zoho; 13 February 2023; Hits: 3099

What?
A quick article on my adaptation of some code posted by Poorvik Palanikumar on the Zoho Community Forums to connect a ZohoCliq to the OpenAI API and ChatGPT... Note that I have another article for those who want to integrate ChatGPT with ZohoZIA.

Why?
Previously, I would edit the message handlers of a Cliq Bot I created but it would only understand the questions I have programmed it to and respond with the responses I programmed it to answer with. Any variations of the questions it did not understand, it would return a response similar to Siri or Ask Google where it includes the keywords in a "Search the web..." task.

ChatGPT by OpenAI is viral at the time of print ~~and although the solution below only connects to the OpenAI API, it is not currently connected to ChatGPT~~. The plus side however is that it is connected to the Internet unlike ChatGPT which only has information up to 2021.

How?
The basics of setting this up would be to setup a bot in ZohoCliq and then to edit either a message handler or participation handler. As for the usage, simply ask the Cliq Bot a question and it will forward the query and respond with the response from the OpenAI API.

ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings

: Joel Lipman; Zoho; 08 February 2023; Hits: 1841

What?
This article is just in case it comes up again (has twice now) where a client wants a report on candidates and associated job openings in Zoho Recruit.

Why?
We're creating a custom module where our client wants to query Zoho Recruit via the API but couldn't find a database table to determine who has been associated to what job. In Zoho Recruit reports (Analytics), you can include the "Associate" module which then allows you to link the Candidates to the Job Openings; but my client needed to be able to query this via API and the "Associate" table or whatever it is, was not visible in API...

How?
So we created a custom module called "Candidates x JobOpenings" (with alternative API name as "CustomModule6"). Just to add to the complexity of the task, the client has their own reference for Candidates which they called "Candidate Ref" and their own reference for the JobOpening called "Vacancy Ref". The below outlines the custom module we created and how we populated with associated candidates:

ZohoCRM: Import Attachments

: Joel Lipman; Zoho; 16 January 2023; Hits: 3042

What?
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.

Why?
Our use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective records in CRM. This took me a while as our own documentation is scatty and the online forums weren't too helpful either.

How?
In the example below, we are going to document how to import files associated to CRM Contact records. There's first the preparation of an "Attachments.csv" file that needs the correct values in each column and the "Attachments.zip" containing the files to attach that needs some formatting as well:

Zoho CRM: Manage a subform using Client Script

: Joel Lipman; Zoho; 09 December 2022; Hits: 5390

What?
This is an article with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script.

Why?
A client wanted an automation on-the-fly that when selecting a specific value in a field, a row would be added to a subform contained herein.

How?
Well I won't go in to detail on how to add a client script, this article is just to show the snippet of code used in the client script which will manage a subform.

Zoho Analytics: Determine profits from invoices and purchase orders

: Joel Lipman; Zoho; 03 November 2022; Hits: 1627

What?
An article on the reasoning and steps to generate a dataset using Zoho's ANSI-SQL queries to generate the margins of each invoice in ZohoBooks.

Why?
We need to create a profits/losses dashboard in Zoho Analytics as we can't control the out-of-the-box PNL report that comes with Zoho Books. We needed a dataset that took into account "Delivery" as a separate line item on the purchase order.

I'm writing this article as it had gone through several partners before us and even Zoho themselves without a solution. This took my team the best part of two months to find a solution.

How?
Disclaimer! There may be many ways of doing this, this is just one way that we used that worked for 90% of the invoices. There are invoices that may be associated to sales orders changed after being confirmed or missing associated purchase orders altogether.

Zoho Analytics: Set Up a Widget Displaying Sales Person

: Joel Lipman; Zoho; 24 October 2022; Hits: 3758

What?
A quick article to display a value in a column in a widget in Zoho Analytics.

Why?
Because I keep forgetting how to do it.

How?
I've done this for a query that amalgamated all the deals against a deal owner and needed to repeat this for all the invoices against a sales person.

It adds to the effect on loading the page that a widget has clearly defined values based on the filters I select on a dashboard.