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

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

    a better response.\nThe error is:\n \"Something went wrong.\"\nClick [here](https://www.lmgtfy.com/?q=" + v_Message + ") for more info."; } Previous Models/Versions Based on the documentation: In the above code, you would change the model value to one...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  3. ZohoAnalytics: Pivot Campaigns vs Contactshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zohoanalytics-pivot-campaigns-vs-contacts.html

    name specified to see the results per contact person. You can only use this in another dataset which won't use a sub-query more than 2 levels deep. We're only displaying the maximum value alphabetically found in member status per contact per campaign...

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

    (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 Developer Portal Signup: https://developer.dhl.com/user/register...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  5. Zoho Deluge: Get All Orders from eBayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-all-orders-from-ebay.html

    in ability to list errors and query order line item IDs (ErrCode: 21917182) - Modified to check that there are some orders. More Info: - API Explorer Test Tool:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  6. Zoho Inventory: Enable Tracking using the APIhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zoho-inventory-enable-tracking-using-the-api.html

    is "item_type=inventory"... A little longer, is do ensure you have Zoho Inventory enabled. But to flesh that out a little more along with setting the other options under "Advanced Tracking" // // get chart of accounts to use r_ChartOfAccounts =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  7. Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

    The number of duplicates may easily differ to the loop of discrepancies simply because some records may be triplicates or more rather than just duplicates.

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  8. Zoho CRM: Client Script Confirmation Box and Popup Mailerhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-prompt-and-popup-mailer.html

    of Zoho has) as well as a popup to email from CRM with a rich-text interface. Why? The use-case here is non-existent. It's more of a play around to see what can be achieved and how much this can be customized. The task I've set for myself is as follows:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  9. ZohoCreator: Basic Widget with Zoho Datahttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zohocreator-basic-widget-with-zoho-data.html

    401 Code 1030: Authorization Failure. The access token is either invalid or has expired. Please check your Zoho Account for more information. If your widget sits on an external server, it won't connect. I have tried publishing the Creator Widget page...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  10. 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 re-assignment of the lead (or escalation thereof) had to be added as a separate workflow as I didn't want to spend more time trying to see how I could automate this at the end of this function. Error(s) Encountered...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  11. 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

    parameters: m_Params connection:"zbooks" ]; // // tests show this only returns the 1 relevant item from a pricebook of many more items l_PriceBookItems = ifnull(r_ThisPriceBook.get("items"),{}); for each m_PriceBookItem in l_PriceBookItems {...

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

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

    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: *
  14. Zoho Projects: Get All Eventshttps://www.joellipman.com/articles/crm/zoho/zoho-projects/zoho-projects-get-all-events.html

    a single event: The above is great on a test system where you don't have many events, but what if this the system has far more than 50 events, past or upcoming? Here's the code to get a single event record by its record ID. Note that this isn't in the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Projects
    • Language: *
  15. Zoho Deluge: Determine your Statement Execution Limithttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-determine-your-statement-execution-limit.html

    to 100000 as you will get an error saying: "Unable to execute function because the whitespaces to be padded cannot be more than 100000".

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  16. Zoho Creator: Input Color Pickerhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-input-color-picker.html

    = v_CssStyle + ""; input.Note_ColorPicker_Css = v_CssStyle; Step 4: Popup and Dismiss Color Picker To do this, we add one more option on the radio options which includes a button. When this input is clicked it displays the color palette and hides...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  17. Zoho CRM: Updating a CRM record Custom Line Items using API v7https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-updating-a-crm-record-using-api-v7.html

    ID of the CRM Quote Record Outputs: void Date Created: 2024-12-10 (Joel Lipman) - Initial release Date Modified: ??? - ??? More Information: Any information that may help ******************************************************************************* */...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. ZohoDeluge: eBay marketplace account deletion/closure notificationshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

    (Joel Lipman) - Initial release Date Modified: 2025-03-13 (Joel Lipman) - Validated Webhook - Send email to client More Info: https://developer.ebay.com/marketplace-account-deletion metadata.topic topic of the notification metadata.schemaVersion schema...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  19. PHP Script: Make your own Thumbnail Generator via APIhttps://www.joellipman.com/articles/cms/website-development/php/php-script-make-your-own-thumbnail-generator-via-api.html

    I have put in a lazy loading process where it will load the first few images and as the user scrolls down the dropdown, more are loaded. This still gets buggy on certain mobile devices as some images are over 1Mb. So I needed a tool that every time a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Personal Home Page
    • Language: *
  20. Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

    but all on one line and not that readable. Using a JS Widget, we can popup a window over the Zoho CRM which displays a more clear HTML & CSS styled message box. How? There are links to how to create a widget in detail which I'll link to at the bottom of...

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