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Assuming connection is required, the following 113 results were found.

  1. 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

    + v_BillID + "/attachment?organization_id=123456789" type: POST files: m_Attachment connection: "zbooks" ]; Open the file / Download via Browser We're going to use an openUrl() function here in the hopes that your browser will just begin downloading it...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  2. ZohoCreator: Using .toFile and Uploading to a Creator fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

    r_Upload = invokeurl [ url :v_Endpoint type :POST files: f_CSVFile connection:"zcreator" ]; info r_Upload; Display new file name (optional) // // get updated document file (optional: integrity check) c_ExistingDocument = Document[ID ==...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  3. Zoho Analytics & Zoho People: Monitor DataSource Sync https://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-zoho-people-monitor-datasource-sync.html

    header information such as the name, description, start date/time, frequency, and timezone. While you're here, click on "Connections" at the top of the IDE (where you paste the code) and ensure you setup a Connection that does NOT use the credentials of...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  4. Convert XML UTF-16 to JSON UTF-8 with PHP cURLhttps://www.joellipman.com/articles/cms/website-development/php/convert-xml-utf-16-to-json-utf-8-with-php-curl.html

    header('Access-Control-Max-Age: 3628800'); header('Access-Control-Allow-Methods: GET, POST, PUT, DELETE'); // open connection $ch = curl_init(); // set the cURL options curl_setopt($ch, CURLOPT_URL, $api_url); // where to send the variables to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Personal Home Page
    • Language: en-GB
  5. Zoho Creator: Create a Widget which uses JavaScripthttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-create-a-widget-which-uses-javascript.html

    along with the instructions “please enable the host (https://127.0.0.1:5000) in a new tab and authorize the connection by clicking Advanced -> Proceed to 127.0.0.1 (unsafe)”. This message is somewhat out of date but follow the following instructions to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  6. Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)https://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

    Single Line) File Ref (type: Single Line) Expiry Date Time (type: Date-Time) File Download (type: File upload) Create a connection in the Creator app with the scope: ZohoCRM.modules.ALL (potentially you could try just using...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  7. Zoho CRM: Upload a Product Photo using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-upload-a-product-photo-using-deluge.html

    if(v_CreatorPhotoUrl!="") { // // download photo from your Creator (change connection and check TLD) v_Endpoint1 = "https://creatorapp.zoho.com" + v_CreatorPhotoUrl; r_CreatorPhoto = invokeUrl [ url: v_Endpoint1 type: GET connection: "joels_creator" ];...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  8. 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

    works for me. It is triggered when a user ticks a decision box in Zoho Creator (on iPad displays as an on/off switch). My connection here called "jl_inventory" has the minimum required scopes: ZohoInventory.salesorders.READ ZohoInventory.packages.READ...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  9. ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-get-organization-business-hours-via-deluge-api.html

    level in ZohoCRM. How? Using an invokeURL, the key here is you'll find them in the settings; so check that your connection has the scope to access both Organization details (ZohoCRM.org.READ is enough - perhaps optional) and access to Settings...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSONhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-error-code-2945-extra_key_found_in_json.html

    character... Some might suggest it's an authorization error but if you do a getRecordById and it works then the connection string is fine. What I was doing?: I'm not saying this is the solution to whenever you get the above error; I'm just saying this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  11. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

    4 days after creation of lead? Ensure that when this has been converted to a contact it removes this task.) - Use connection as system user rather than default crm connection - Reminder cannot be set for task creation time so create task at the same...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  12. Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

    workflow and code is sitting right now. The code snippet to get the item record from the price book Note that I'm using a connection called "zbooks" and it has every permission under the sun (the naughty ZohoBooks.fullaccess.all) but according to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  13. ZohoCRM & Xero: Function to pull most recent invoiceshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-invoices.html

    */ // // init v_OutputMessage = "ERROR: No Access Token or Tenant Connection specified."; v_Count_FoundInXero = 0; v_Count_Created = 0; v_Count_Updated = 0; v_AccessToken = ""; l_Pages = {1}; v_PageSize = 20; b_Debug = false; // // Xero Invoice Statuses...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. ZohoCRM & Xero: Function to pull most recent quoteshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-quotes.html

    // // get Zoho tax rates r_TaxRates = invokeurl [ url :"https://www.zohoapis.eu/crm/v8/org/taxes" type :GET connection:"ab_crm" ]; r_OrgTaxes = ifnull(r_TaxRates.get("org_taxes"),Map()); l_TaxRates = ifnull(r_OrgTaxes.get("taxes"),List()); // for each...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  15. Problem creating SSRS report subscriptionshttps://www.joellipman.com/component/content/article/problem-creating-ssrs-report-subscriptions.html?catid=75&Itemid=165

    link is no longer valid. Why? The problem happens because of the data source used in the report. For static data source connections, this is straightforward but in our case, we have a report which points to different servers based on a report parameter....

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
  16. GDPR Privacy Policyhttps://www.joellipman.com/component/content/article/gdpr-privacy-policy.html?catid=50&Itemid=165

    • Type: Article
    • Category: Static Items
    • Language: *
  17. Zoho Cliq: Integrate OpenAI ChatGPT with Conversation Threadshttps://www.joellipman.com/articles/crm/zoho/zoho-other/zoho-cliq-integrate-openai-chatgpt-with-conversation-threads.html

    the OpenAI ChatGPT bot the full conversation thread. First getting the messages relating to this chat: You will need a connection that has the necessary scope(s). Note that you have to do this as the super admin to get organization level messages. But...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Other
    • Language: *
  18. Joes DNS Correction (JDC)https://www.joellipman.com/component/content/article/joes-dns-correction2.html?catid=53&Itemid=165

    say everything is functioning normally and it's just YOU! Script Function If you are on a network that frequently loses connection or simply forgets what intranet site you were trying to access and your usual solution is a reboot, then this tool may be...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *
  19. Quadcopter App with Flight Restrictions (JQA)https://www.joellipman.com/component/content/article/quadcopter-app.html?catid=53&Itemid=165

    actually incurred) on account of death or injury to any person or damage to any property or product arising from or in connection with any products sold or supplied by JoelLipman.com. This indemnity shall apply without regard to whether the claim,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *
  20. Zoho Deluge: Associate/Link an Invoice to a Sales Orderhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-associate-link-an-invoice-to-a-sales-order.html

    r_Associate = invokeUrl [ url: "https://www.zohoapis.eu/books/v3/invoices/mapwithorder" type: POST parameters: m_Params connection: "zbooks" ] m_Params = Map(); m_Params.put("line_items", ); m_Params.put("organization_id", ); r_Associate = invokeUrl [...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
Results 41 - 60 of 113