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Assuming about is required, the following 106 results were found.

  1. Zoho People: Reject an Application for Leave in Deluge based on Criteriahttps://www.joellipman.com/articles/crm/zoho/zoho-people/zoho-people-reject-an-application-for-leave-in-deluge.html

    refer to OAuth 2.0/json and instead uses the deprecated authtoken v1 and XML. How? The trick in this solution was more about the process and what that process was. Reading the brief, and having written many custom functions for other Zoho apps, it would...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho People
    • Language: *
  2. Zoho Projects: Add a Time Log to an Issue using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-projects/zoho-projects-add-a-time-log-to-an-issue-using-deluge.html

    us to do this. I have provided some links at the end of this article for you which we tried to use but only helped us out about half-way, the rest we guessed on our own: Our use case, is that we are developing a Zoho Creator app that will help staff log...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Projects
    • Language: *
  3. Zoho Deluge: Generate and Send a CSV via Emailhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-generate-and-send-a-csv-via-email.html

    often get casually asked "oh and can you archive the data and email it to me every month"... How? Rather than just babble on about it, here's the code, replace what you need just noting that I'm enclosing each value with double-quotes because the values...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  4. Zoho Creator: Receive JSON via a Shopify Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-receive-json-via-a-shopify-webhook.html

    you to parse that mess but the Shopify webhook payload is now in your Zoho Creator! Having used this for a while, we average about 5 seconds from when the Order is updated (with payment?) in Shopify to when it gets parsed and created in the Creator...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  5. Zoho CRM & Zoho Books: Custom Related Lists Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-crm-zoho-books-custom-related-lists-deluge.html

    related list as well as to display empty custom related lists. Why? Because I keep forgetting how to do this and it takes about an hour to go through the documentation and get a working solution. How? So the article below shows how to do this Zoho CRM...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  6. Zoho CRM: Standard Setup for Tax Rateshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-standard-tax-rate-setup.html

    as a quick point of reference. Why? Some clients systems will presume that they don't need their sales or CRM users to think about tax and probably manage it in Zoho Books leaving it to their finance team. This is a quick run-through for a standard...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  7. Zoho Books: Display Sales Order Shipping Address on Package Sliphttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-display-sales-order-shipping-address-on-package-slip.html

    shipping address from a sales order in Zoho Books into the template of the Package Slips. Why? It took me a while of playing about with the placeholder reference fields in the template before Zoho advised on a 'hidden' away setting which was key to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  8. Zoho CRM: Get Unique Values of a Text Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-get-unique-values-of-a-field.html

    ]; // // output info r_Coql; But this returns something like the following (I've reduced the 200 records to about 6 of them): { "data": [ { "Currency": "EUR", "id": "123456789000000001" }, { "Currency": "EUR", "id": "123456789000000002" }, { "Currency":...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  9. Zoho CRM: Schedule a Task: Timesheet Reminderhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-task-timesheet-reminder.html

    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). You will need a connector (I've called mine joel_timesheet) and I've given it the following scopes:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

    scenario here is that we have a Zoho Creator app which comprises of a custom quote builder that staff use to store details about a product, and then to push that product out to their Shopify store with a pre-built description, tags and inventory...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  11. Zoho Inventory: Mark a package slip as delivered and shippedhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zoho-inventory-mark-a-package-slip-as-delivered-and-shipped.html

    info r_Delivered; } } } } Error(s) Encountered {"code": 4,"message": "Invalid value passed for salesorder_id"}: Not sure about what ended up fixing this one. I think I converted the sales order to an invoice and created a package slip for it. The...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  12. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://www.joellipman.com/component/content/article/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html?catid=138&Itemid=165

    eg. ZohoSign.documents.ALL,ZohoSign.templates.ALL (possibly incl. ZohoSign.account.ALL) Click on "Create" You now have about 3 minutes to do the following step (repeat this step if you fail) STEP 3: GENERATE A REFRESH TOKEN For the following, browse to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Sign
    • Language: *
  13. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://www.joellipman.com/articles/crm/zoho/zoho-other/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

    like the following: Additional For every chat message, the OpenAI ChatGPT forgets what the context of the conversation was about: Well we can populate the list of messages so that there is a conversation trail for the OpenAI ChatGPT to build on: // //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Other
    • Language: *
  14. ZohoCRM: Get All eBay Active Listingshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-get-all-ebay-active-listings.html

    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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  15. ZohoBooks: Stripe Terminal Integrationhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-stripe-terminal-integration.html

    return m_Response; Source(s): Stripe Dashboard - Developers - API Keys Stripe Docs - Decline codes - Learn about decline codes and how to resolve them when a charge fails.

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  16. ZohoDeluge: Check Shipment Status via DHL APIhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-check-shipment-status-via-dhl-api.html

    /* Function: String fn_DHL_CheckShipmentStatus(string p_TrackingNumber) Purpose: Queries DHL for tracking information about a shipment and returns the status code (eg. "delivered") Date Created: 2023-03-21 (Joel Lipman) - Initial release Date Modified:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  17. ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

    eBay store /* Function: fn_eBay_GetOrderInfoCreateUpdateZohoSO(string p_eBayOrderRef) Purpose: Queries eBay for information about an order and then creates item/contact/sales order/package slip/invoice (if not exist) Date Created: 2022-05-05 (Joel...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  18. Zoho Deluge: Determine if Daylight Savings are in effecthttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-determine-if-daylight-savings-are-in-effect.html

    that changes its clocks twice a year, then I'm opening this article without a 100% certain solution as I need to wait about 4 months until I can confirm this works. Why? I've covered this before in a fair few articles on this website but for clients in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  19. Zoho Books: Generate Bank Text File for Downloadhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-generate-bank-text-file-for-download.html

    from the attachments as well as from the system as it contains bank details. You can skip this step if you're not bothered about storing this file on the system. Note that if you use the endpoint to delete the attachment from the bill, it is still...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  20. ZohoCRM: Using Criteria with Module Record Counthttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-using-criteria-with-module-record-count.html

    Why? At time of print, I couldn't find an example of how to use this API call with search filters or criteria. Not sure about the rest of you, but I've been using this for pagination purposes and for the system to work out how many pages or loops in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
Results 41 - 60 of 106