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Ascent Business Solutions offer support for smaller technical fixes and projects for larger developments, such as migrating to a ZohoCRM.  A team rather than a one-man-band is always available to ensure seamless progress and address any concerns. You'll find our competitive support rates with flexible, no-expiration bundles at http://ascentbusiness.co.uk/zoho-support-2.  For larger projects, check our bespoke pricing structure and receive dedicated support from our hands-on project consultants and developers at http://ascentbusiness.co.uk/crm-solutions/zoho-crm-packages-prices.

The team I manage specializes in coding API integrations between Zoho and third-party finance/commerce suites such as Xero, Shopify, WooCommerce, and eBay; to name but a few.  Our passion lies in creating innovative solutions where others have fallen short as well as working with new businesses, new sectors, and new ideas.  Our success is measured by the growth and ROI we deliver for clients, such as transforming a garden shed hobby into a 250k monthly turnover operation or generating a +60% return in just three days after launch through online payments and a streamlined e-commerce solution, replacing a paper-based system.

If you're looking for a partner who can help you drive growth and success, we'd love to work with you.  You can reach out to us on 0121 392 8140 (UK) or info@ascentbusiness.co.uk.  You can also visit our website at http://ascentbusiness.co.uk.

What?
A very quick article to document a HTML Entity decoder in Zoho Creator.

Why?
Sometimes when receiving data from a third-party, we may receive some strings containing "&" or " " and obviously want to display these as decoded HTML entities. (Zoho if you're listening) Ideally, Zoho may add this to their zoho.encryption namespace such as zoho.encryption.htmldecode(string). But at time of print, it doesn't exist and in the meantime, I've made a function that does this.

How?
Not sure how else to do this but I simply wrote a function in Zoho Creator for each instance that I knew a HTML entity would be submitted. So it doesn't decode every HTML in existence, only the ones I know will happen.


What?
This is a bit of an odd article with not 100% certainty on what the cause/outcome would be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales order inventory template.

Why?
A client raised an issue that they had previously hard-coded the address of their organization into the body of a template (just below the header... they weren't using the header section) but then they changed address and couldn't change the template. So they had something like:
copyraw
${Organization.Organization Name}
${Organization.Street}
${Organization.City}
${Organization.Country}
${Organization.Postal Code}
11 My Street, My City, My State, My Zip, My Country
  1.  ${Organization.Organization Name} 
  2.  ${Organization.Street} 
  3.  ${Organization.City} 
  4.  ${Organization.Country} 
  5.  ${Organization.Postal Code} 
  6.  11 My Street, My City, My State, My Zip, My Country 
They wanted to get rid of the "11 My Street, My City, My State, My Zip, My Country" but when editing the template, they couldn't put the cursor in there or even delete the box the address was in.

How?
So you're going to say this is a strange issue and an even stranger fix, but I've tested this solution by getting a colleague to refresh the page and check it out as well as the client to go in and confirm the change was successful...:
Category: Zoho :: Article: 800

What?
This is the function to get the line item order/transaction from eBay if you give it the eBay Item ID as a parameter.

Why?
Mostly for debugging but here's the code that will quickly get the XML of a GetItemTransactions request to eBay.

How?
You'll need an access token for eBay which I documented on how you can generate one in my article: Zoho Creator: Push to eBay Listings. Then you can use the following code, note that the parameter is the eBay Item ID:

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:

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:

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

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

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:
  1. Set up a Zoho CRM function to receive the webhook.
  2. Setup a webhook in Xero.
  3. [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.

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:

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.

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.

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.

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).

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...

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Joel Lipman
www.joellipman.com

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