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Practical Zoho tutorials, troubleshooting notes and implementation guides from real projects.
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This is slightly different to my article Zoho Deluge: Get Refresh/Access Token API v2 (Zoho to Zoho service) and different to my Zoho CRM: APIv2 using PHP & cURL (3rd-Party to Zoho), in that this details how to setup a connection to use in an invoke URL statement. Specifically for Zoho Books, Subscriptions or Inventory...
So this is an article to document the methods I use to get an image uploaded in a form to display in a report or on another page.
This is an article to document how to use Zoho Deluge to download a file that was uploaded into a Zoho Creator form and then to attach it to a Sales Order in Zoho Books.
So this is a super quick note that I'll probably remember anyway but just in case, I'm writing this article so I don't spend time researching it later.
A very quick article on how to push a multi-select picklist from CRM to Creator.
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...
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:
This is an article with the snippet of code required to duplicate or clone a record in Zoho CRM using Zoho Deluge.
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.
Working principle
My work sits within a wider delivery team at Ascent Business Solutions, recognised as a leading Zoho Premium Solutions Partner in the United Kingdom. Clients are supported by a team rather than an individual, covering everything from small technical fixes through to full Zoho CRM migrations and complex implementations. The team I manage focuses on API integrations between Zoho and platforms such as Xero, Shopify, WooCommerce and eBay, solving problems that are often undocumented or previously unsuccessful. Outcomes are measured in practical terms, including improved efficiency, scalable systems and clear returns, from helping new ventures grow into six-figure monthly operations to delivering rapid gains through streamlined payments and automated, data-driven processes.
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