Assuming crm is required, the following 108 results were found.
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A very quick article to show pushing the date and time to ZohoCRM or ZohoCreator. Why? You may have received an error that goes something like: datatype: datetime How? Here are some formatting examples: Creator to CRM: v_CreatorTime =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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This is an article documenting how to access ZohoCRM with API v2 using PHP and cURL. The first few functions are to manage OAuth v2 and generate the refresh and access tokens. The second snippet of code below is using the functions to read data from...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: en-GB
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This is an article documenting how to update Creator from a workflow written in a Deluge Script held in ZohoCRM. Why? I've also started this article to document an issue we encountered where our code was as per the documentation provided, and the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: en-GB
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from using zoho.creator.getRecordById(). Why? My use case scenario is that I was trying to build a related list in Zoho CRM with a view on to related records in Zoho Creator. For some reason, only some random fields were being returned, all pretty much...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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a layout rule. Probably everyone else has figured this out and I'm just late to the party. How? Through the wonders of Zoho CRM Client Script. So we're going to check on page onload, onchange for the Create Page (Standard), Edit Page (Standard), and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Zoho CRMhttps://www.joellipman.com/articles/crm/zoho/zoho-crm.html
- Type: Category
- Language: *
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errors we run into. Problem: Zoho OAuth Connection: ERROR_invalid_operation_type Sounds rather straightforward, Login to ZohoCRM as Administrator > Setup > Developer Space > Connections > Add Connection > Give it a name and then select Scopes > and get...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? A quick article on how to upload an image to the product/item listing in Zoho Inventory. Why? We're enhancing the out-of-the-box integration from eBay to Zoho Inventory bespoke for a customer. We want the photo on eBay to be downloaded and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This is an article documenting how to remove the block on changes to a system field in ZohoCRM. Why? Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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line. How? The following code snippet will get the Opportunity/Deal/Potential record details, then get the Owner frrom the CRM users table, find the value of the custom field and search for this (if it is a lookup to a module - only returns as string),...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A super quick article on getting the business hours set in ZohoCRM. Why? When creating a booking system in ZohoCreator, I want to enter the default working shift for an employee either existing or that has been added to the system based on the business...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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So I'm familiar with the methods in API v2 or just using newer functions. Method #1: API v1 userResp = getUrl(("https://crm.zoho.com/crm/private/xml/Users/getUsers?authtoken=xxxxxxxxxxx&scope=crmapi&type=ActiveUsers")); users =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: en-GB
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Tax on this record (where p_QuoteID is the ID of the quote): // init Map m_UpdateQuote = Map(); // r_QuoteDetails = zoho.crm.getRecordById("Quotes", p_QuoteID); v_SubTotal = r_QuoteDetails.get("Sub_Total").toDecimal() * 0.2; v_GrandTotal =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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create the monitoring system. Preferably use the workspace that has the data to check. For demo purposes, I'm going into the CRM Reports workspace > Click on "Create" > Then select "Dashboard": Then in the top right of the dashboard, I'm going to click...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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in case, I'm writing this article so I don't spend time researching it later. Why? I'm synchronizing Xero Invoices with Zoho CRM Invoices and noticed that Xero stores its dates in Unix Timestamps. How? We're going to filter out the unix seconds from the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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when I change the parameter: Additional Note(s): I have found that adapting Widgets created for Zoho Creator to work in Zoho CRM is pretty easy to do. The only differences are the step where you select the type of project in the CLI, in particular the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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Why? You might think the following request to create a Sales Order in Zoho Books would be enough: { "date": "2021-09-08", "zcrm_potential_id": "123456789012345678", "currency_code": "GBP", "reference_number": "Salespersons Test Reference", "terms":...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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An article on one of my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field. Why? I could do a normal automation/workflow on save of the record, but the client wants the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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web-browser displaying a plain output message. How? So there are 2 caveats to this solution: 1 is that you will need ZohoCRM. I've tried using the "Incoming Webhooks" feature of ZohoBooks but realised the word "Incoming" is the operative word as the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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and "Tab_HirePipeline". Save and close the edit mode of the Canvas. Function to return pipeline Login as a ZohoCRM Administrator and go to Setup > Developer Hub > Functions > New Function Give it a function name, display name, description, and set...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *