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Assuming initial is required, the following 57 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

    p_Dept,string p_LeaveFrom,string p_LeaveTill Outputs: map/collection Date Created: 2020-10-27 (Joel Lipman) - Initial release - Workflow to calculate 80% dept workforce - Returns response as popup - Cancels submit with error popup if over 80%, else...

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

  2. Zoho Creator / eBay: Get all Active Productshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-ebay-get-all-active-products.html

    Purpose: Fetches current listings / active products Date Created: 2021-10-13 (Joellipman.com - Joel Lipman) - Initial release More Info: - API Explorer Test Tool:...

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

  3. Zoho Creator/Deluge: Calculating with Timezone Offsethttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-deluge-calculating-with-timezone-offset.html

    then our code needs to take these into account and will look more like the following: // defaults v_AppointmentType = "Initial Consultation"; v_AppointmentDuration = 30; v_CustomerTimeZoneName = "(+01:00 :: Europe/Luxembourg)"; v_CustomerOffset =...

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

  4. 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

    to send v_Message = "Hi "+v_CustomerFirstName+"! This is just to remind you that we will be phoning you in an hour for your initial consultation with . To reschedule, just reply to this message or phone us on " + v_TwilioLocalNumber; // // build up the...

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

  5. Zoho Creator: eBay: Get Item Transactionhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-ebay-get-item-transaction.html

    (eBay Item ID) Purpose: Fetches a line item transaction per item ID Date Created: 2022-01-22 (Joellipman - Joel Lipman) - Initial release More Info: - API Explorer Test Tool:...

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

  6. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-using-a-function-for-validation-rules.html

    Inputs: String crmAPIRequest Outputs: output message to user Date Created: 2022-02-11 (JoelLipman.com - Joel Lipman) - Initial release - Checks the user profile of the logged-in user and allows the change or not...

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

  7. ZohoCRM: Import Attachmentshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-import-attachments.html

    generate a clean Attachments.zip and its Attachments.csv to upload to Zoho. v_ChangeLogText = ( Date (v1.0): 10/01/2023 - Initial Release Date (???): ??? - Issue: ) ; --------------------------------------------------------------------------------------...

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

  8. Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

    to do more than 100 or at least resume from a record... We need pagination. How? To resolve this, I'm building on top of my initial GraphQL query which will now retrieve 10 products per page and loop through 3 pages for use in Zoho Deluge. If this...

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

  9. ZohoDeluge: Get All eBay Orders Given a From and Till Datehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-get-all-ebay-orders-given-a-from-and-till-date.html

    Purpose: Queries eBay for all orders given a from and till date Date Created: 2023-02-28 (Joel Lipman) - Initial release Date Modified: ???? - ??? More Info: - API Explorer Test Tool:...

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

  10. ZohoCRM: Get All eBay Active Listingshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-get-all-ebay-active-listings.html

    Function: fn_GetEbayActiveProducts() Purpose: Queries eBay for all active listings Date Created: 2023-03-01 (Joel Lipman) - Initial release Date Modified: ???? - ??? More Info: - API Explorer Test Tool:...

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

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

    Handler Function" We're going to use the following deluge code for our first pass at this awesome functionality: // // initialize v_Response = previousParam; m_Response = Map(); m_Response.put("todo","prompt"); l_Messages = List(); // // capture latest...

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

  12. ZohoDeluge: Check Shipment Status via DHL APIhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-check-shipment-status-via-dhl-api.html

    information about a shipment and returns the status code (eg. "delivered") Date Created: 2023-03-21 (Joel Lipman) - Initial release Date Modified: 2023-03-21 (Joel Lipman) - ??? More Info: - DHL Developer Portal: https://developer.dhl.com/ - DHL...

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

  13. Zoho Deluge: Get All Orders from eBayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-all-orders-from-ebay.html

    fn_GetEbayOrders() Purpose: Queries eBay for all orders for a specified year Date Created: 2023-03-29 (Joel Lipman) - Initial release Date Modified: 2023-03-29 (Joel Lipman) - Added in ability to list errors and query order line item IDs (ErrCode:...

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

  14. 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

    and then creates item/contact/sales order/package slip/invoice (if not exist) Date Created: 2022-05-05 (Joel Lipman) - Initial release Date Modified: 2023-01-23 (Joel Lipman) - Revamp of code - Only generate invoice if payment received - Distinguish...

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

  15. Zoho Books: System Values Mapshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-system-values-maps.html

    Currencies, Payment Terms, Sales Persons, and Nominal Accounts Inputs: - Outputs: - Date Created: 2021-09-24 (oel Lipman) - Initial release Date Modified: 2024-05-21 (Joel Lipman) - Change of API domain from https://books.zoho.com to...

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

  16. 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

    Pushes the tickets attachments to Zoho Analytics Inputs: - Outputs: - Scope(s): Date Created: 2023-11-29 (Joel Lipman) - Initial release Date Modified: ??? - ??? ******************************************************************************* */...

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

  17. Zoho Books: Error 7008: There are no contact persons associated with this Invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-error-7008-there-are-no-contact-persons-associated-with-this-invoice.html

    directly to its recipient Inputs: Zoho Creator record ID of the order Outputs: - Date Created: 2023-03-06 (Joel Lipman) - Initial release Date Modified: ??? - ??? More Info: Error 7008: There are no contact persons associated with this Invoice. -...

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

  18. 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

    The Lead Record ID Outputs: A task with a daily reminder until after 3 reminders Date Created: 2024-05-13 (Joel Lipman) - Initial release Date Modified: 2024-05-14 (Joel Lipman) - After the 3rd reminder (3 days overdue) then assign to Dan (set as a...

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

  19. Zoho Analytics & Zoho People: Monitor DataSource Sync https://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-zoho-people-monitor-datasource-sync.html

    Inputs: None Outputs: Emails system manager if any failures. Date Created: 2024-07-02 (JoelLipman.com - Joel Lipman) - Initial release Date Modified: ??? - ??? More Information: https://www.zoho.com/analytics/api/v2/metadata-api/datasources.html...

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

  20. ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

    field on the Purchase Order line item. Inputs: salesorder Outputs: Related List Date Created: 2024-07-09 (Joel Lipman) - Initial release Date Modified: ??? - ??? More Information: https://www.zoho.com/analytics/api/v2/bulk-api/export-data.html...

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