Assuming give is required, the following 78 results were found.
-
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 Solution: Remove some scopes and test. The likely...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
(can't say for Bing, I never get around to searching that). This took several hours but it is possible, I was just about to give up even after having spoken to Zoho Support... And then I started updating multiple fields at the same time. How? Through...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
Developer Space click on "Connections" Under Pick your Service click on "Zoho OAuth" (NOT "Zoho" - there are 2 Zoho options) Give the connection a name such as "myZohoConnector" Tick the applicable Scope(s): for example: "ZohoCRM.settings.fields.READ"...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
return the version of the Zoho Extension Toolkit (eg. 0.23.6) Create a project In the terminal, type zet init You will be given a list of Zoho services, use the arrow up/down keys to select “Zoho Creator” and press the return/enter key. Give the project...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
connections (in creator this is icon in top-left > Setup > Connections) Click on "Add Connection" and click on "Zoho OAuth" Give a lower connection name, eg. "joels_connector" Select the scope ZohoProjects.timesheets.ALL as a minimum (or CREATE/READ):...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Projects
- Language: *
-
sales orders, invoices, purchase orders), you need to modify each product record (can be done with "Mass Update") to give them the applicable tax rates: Browse to a CRM product record (you can do mass edit on a listview of products but for demo...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
for a client, I found an even better solution! When creating or updating a product, you can instead of giving it Image URLs, give it the Image as attachment a base64 encoded string. Note the above says that 10 photos produced 10 webhooks but actually...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
used to receive webhooks from Xero and parse these into data for invoices and contacts. Category: Standalone Click on Create Give it the parameter: crmAPIRequest (string) Dump in the following code: // enter the webhooks key for your app (in Xero under...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
right: Type FTP in the filter field in the top right and there should be a single FTP option displayed to you: Step 1 of 2: Give the datasource the table name it will have in Zoho Analytics, a description and then enter in the FTP details as per your...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
-
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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
problematic template to enter a Preview Edit mode (not the pencil icon) Click on the clone icon (just below the pencil icon) Give it a new name, possibly the same name but with a suffix such as "Copy", "Clone" or "2" (or your own company initials just...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
"Lead Status" Choose validation type as "Validate using function" and click on "Next" For functions, select "Write your own" Give it a function name, eg. "fn_Validation_LeadStatusChange", a display name, eg. "Fn - Validation - Lead Status Change", and a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
is a CRM contact record, then include in the upload "Contacts_001.csv") The mandatory field 'Attachment Id' must be mapped: Give a unique value for the column attachment ID (filename column does not need to be unique) and ensure there are no subfolders....
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
in to how to create a button in ZohoBooks but you simply add it to the invoice and then when it prompts for some code, you give it the snippet below. The Magic You would create a button for each terminal /*...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
-
A quick note here on how to connect to the DHL API and check on a package given a tracking number. Why? In our megafunction to generate a customer, a product/item, a sales order, an invoice, a package slip/delivery note, a shipment order; as well as...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
sidebar Go to Settings (in the menu/sidebar) > Advanced (tab) > REST API (link under the tabs) Click on the Add key button Give it a description, assign a user that it will run as (preferably of the admin or account that will never leave the business),...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
rule stage). A workflow email notification doesn't do the popup on the CRM as well. A workflow notify by email didn't give the option to remind daily... only weekly or monthly. Spent a while trying not to use code but here we are. Code is our friend....
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
Select the relevant workspace and click on "Next" Select "Custom Query" in step 2 and paste your Zoho SQL query in here. Give it a name, set the schedule and then wait for it to finish building the table. If you want the Zoho SQL (Ansi-SQL?) used to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
-
where the template exists in Zoho Sign. But now how do we do this using simply a Mail Merge template held in ZohoCRM? Let's give it a go: Scenario 2: Custom Module Mail Merge: Template exists in ZohoCRM For this scenario, the use-case is a little more...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
??? - ??? More Information: Ensure that all possible tax rates in Xero match those in Zoho; the output of this function will give you a copy&paste list ******************************************************************************* */ // init v_Output =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *