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Assuming developer is required, the following 61 results were found.

  1. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-integrate-chatgpt-to-zohozia.html

    as a super-admin Go to Setup (cog icon in the top right) Under Zia, select "Conversational AI" Click on the link "Zia Developer Console" (yours will have the specific OrgID in the URL). Click on "Add Action" Give it the Action Name "Ask ChatGPT" This...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/component/content/article/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html?catid=129&Itemid=165

    Give the table name "Attachments" > Select your Excel file > Next Get the ZohoDesk Org ID: Login to ZohoDesk > Setup > Developer Space > API Scroll to the bottom of the page and you should see the 11-digit number "OrgId" there Note this down for later...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Desk
    • Language: *
  3. ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

    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 category to "Standalone": I'm...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-survey-zoho-analytics-query-to-generate-individual-responses-and-grouped-pages.html

    https://www.zoho.com/analytics/api/v2/bulk-api/export-data.html https://www.zoho.com/crm/developer/docs/api/v8/upload-files-to-zfs.html https://www.zoho.com/crm/developer/docs/api/v8/update-records.html...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  5. MacOs: Transcribe Training Video using OpenAI Whisperhttps://www.joellipman.com/component/content/article/macos-transcribe-training-video-using-openai-whisper.html?catid=60&Itemid=165

    not available: Which Python Whisper Uses head -n 1 $(which whisper) Note the result for the next command, eg. #!/Library/Developer/CommandLineTools/usr/bin/python3 Install NumPy for That Exact Python /Library/Developer/CommandLineTools/usr/bin/python3...

    • Type: Article
    • Author: Joel Lipman
    • Category: Apple
    • Language: *
  6. Returning Oracle Stored Procedure Resultset in SSRShttps://www.joellipman.com/component/content/article/returning-oracle-stored-procedure-resultset-in-ssrs.html?catid=75&Itemid=165

    Using Business Intelligence Development Studio v2008 (BIDS) SQL Server Reporting Services v2008 R2 (SSRS) Oracle SQL Developer v3 (you can use any equivalent, eg. SQL*Plus) Why? I think this is one of those very rare occasions that Microsoft people can...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
  7. Inserting incremental weeks in MySQLhttps://www.joellipman.com/articles/else/database/mysql/inserting-incremental-weeks-in-mysql.html

    use the exports from CMIS Facility so that all the weeks correspond to the rest of the academic data. Unfortunately the developer wrote a system he felt would last the rest of his PhD degree, it's a shame he started in his last year. He used functions...

    • Type: Article
    • Author: Joel Lipman
    • Category: MySQL
    • Language: en-GB
  8. Project Plan for Freelance Websitehttps://www.joellipman.com/articles/cms/website-development/project-plan-for-freelance-website.html

    so that you as the client retain overall control of the website. If you are dissatisfied with our services or need another developer to take over, you can at any point control which server your website visitors will go to when they type your domain...

    • Type: Article
    • Author: Joel Lipman
    • Category: Web-Development
    • Language: *
  9. Zoho CRM/Creator - Common Errors & Gotchashttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-creator-common-errors-gotchas.html

    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 ERROR_invalid_operation_type...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. Zoho Deluge: Setup an API Connection for InvokeURLhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-setup-an-api-connection-for-invokeurl.html

    profile you have for the customer) Logged in to Zoho as an Administrator of the system to access. Browse to the Zoho Developer Console at the appropriate link based on the clients datacenter: US datacenter: https://api-console.zoho.com/ EU datacenter:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  11. Zoho Deluge: Search Records with Special Characters (COQL)https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-search-records-with-special-characters-coql.html

    own connection as I have elsewhere on my website, but to use in an invokeUrl here's a quick overview: ZohoCRM > Setup > Developer Space > Connections Click on Get Started / Add New Connection Click on the "Zoho OAuth" icon Enter a Connection name (for...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  12. 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

    = l_NewCSVrows.toString("\n").toFile(v_CSVFilename); // // send via Email v_Subject = "From your friendly neighborhood developer"; v_Message = "Please find attached the Audit Log for the events dated " + v_ThisEventTime.toString("yyyy-MM"); sendmail [...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  13. 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

    and creating a distinct list variable... But what if there are 20000+ records? The advantage of working in a team of Zoho developers, is that "two heads are better than one" does apply more than we think. A colleague of mine suggested adding a group by...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. Zoho Creator: Public URL of an Image field / Upload to Shopify APIhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-public-url-of-an-image-field-upload-to-shopify-api.html

    } } } Source(s) Zoho Deluge: Encode a file to base 64 format Shopify API Developer: Create a new Product Image Joellipman.com: Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments) Joellipman.com: Zoho Deluge: Get Image...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  15. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

    example; I can then reduce the scopes permissions afterwards when locking it down for security: Login to ZohoCRM > Setup > Developer Space > Connections > Zoho OAuth Give your connection a name, I'm calling mine "Joels Connector" Select the Scopes:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  16. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-text-sms-using-twilio-api-localsense.html

    // // JSON request r_TwilioResponse = invokeurl [ url :v_Endpoint type :POST parameters:m_Data ]; // // display to user/developer the response return r_TwilioResponse; Adapting it to trigger off a scheduled workflow of a call/meeting Login to ZohoCRM >...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  17. ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-real-time-invoices-receive-webhook.html

    the API Key and copy the URL to clipboard or a text editor Click on "Save" Setup a Xero webhook: Login to the page https://developer.xero.com and click on "My Apps". Select the app you are going to setup a webhook for (see my Zoho Deluge - Connect to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://www.joellipman.com/articles/else/e-commerce/ebay/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

    Record Click on Create Workflow Give it the following code: for each r_ApplicableRecord in Inventory_Photo[Added_Time Developer Space > Connections Create Connection Give it the scope(s): ZohoCreator.form.CREATE and ZohoCreator.report.READ (more if this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Ebay
    • Language: *
  19. 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

    the document to the CRM record. STEP 1: REGISTER A NEW CLIENT First, you need to register your application with Zoho’s developer console to get your Client ID and Client Secret. (Login as the client super admin or ascentcloud admin account) Log in to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Sign
    • Language: *
  20. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://www.joellipman.com/articles/crm/zoho/zoho-recruit/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

    " + v_CountProcessed + " of " + v_CountTotal; } Additional Note(s): To create a connection in ZohoRecruit: Go to Setup > Developer Space > Functions Create or Edit a function At the top of the IDE there will be a "Connections" link to click on. Click on...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Recruit
    • Language: *
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