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Assuming note is required, the following 299 results were found.

  1. Zoho CRM & Zoho Inventory: Upload Image to Item Record using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-inventory-upload-image-to-item-record.html

    Note that for the below code, only 1 image is accepted at the moment, and the endpoint will depend on your datacenter (eg. COM or EU), and lastly the connection "joel_books" is my connection to ZohoBooks: // // declare ID of item in Zoho Inventory...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. ZohoCRM: ZDK Client Script to retrieve Contact Emailhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-zdk-client-script-to-retrieve-contact-email.html

    v_VendorContactID = ZDK.Page.getField('Vendor_Contact').getValue().id; // get the record details for this contact record (note this is ZDK.Apps.CRM but my syntax highlighter lowercases this) var r_ContactDetails =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  3. Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

    But this wouldn't work despite being as per the documentation (see sources below). Here's the code for our function; note it is within ZohoBooks and not ZohoInventory (moved) and the connection "zbooks" has a fullaccess scope: // // initialize...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  4. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

    A noteworthy article in my opinion on how to send a CRM quote record using a template the customer created from a button. Why? Yes you can do this already by going to the record, clicking on the ellipsis or three horizontal dots button in the top right...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Accounthttps://www.joellipman.com/articles/crm/zoho/zoho-recruit/zoho-recruit-rollup-number-of-recruit-candidates-to-crm-account.html

    This is a quick article to note down some code used in Zoho Recruit. This particular bit of code will run on a workflow when a Candidate is modified, and it tallies all the candidates belonging to the same school and updates some number fields on the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Recruit
    • Language: *
  6. Zoho CRM: Manage a subform using Client Scripthttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-manage-a-subform-using-client-script.html

    = v_RateCard.indexOf(" (")>0 ? v_RateCard.substring(0, v_RateCard.indexOf(" (")) : v_RateCard; json_Arg.Rate_Change_Notes = v_RateCardDisp; // get existing subform with only the displayed rows (not been deleted) var l_existingSubformRows =...

    • 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

    correct values in each column and the "Attachments.zip" containing the files to attach that needs some formatting as well: Note that any IDs used in the snippets of code or screenshots below are made up. the Attachments.csv A data backup or export of...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  8. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://www.joellipman.com/articles/crm/zoho/zoho-other/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

    some code posted by Poorvik Palanikumar on the Zoho Community Forums to connect a ZohoCliq to the OpenAI API and ChatGPT... Note that I have another article for those who want to integrate ChatGPT with ZohoZIA. Why? Previously, I would edit the message...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Other
    • Language: *
  9. 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

    l_CsvFileRow.add(v_Shopify_Published); v_CsvRow = l_CsvFileRow.toString(); l_CsvFileRows.add(v_CsvRow); // // note the cursor so that we resume from the last cursor v_Cursor = r_Node.get("cursor"); // // output to console for debugging purposes info...

    • 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

    eBay - Get Active Products" and give it the internal name as "fn_GetEbayActiveProducts" without any arguments. Something to note in the below is that it asks you to set an estimated number of products that are in your listing, it will then generate the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  11. ZohoBooks: Stripe Terminal Integrationhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-stripe-terminal-integration.html

    webhook You now need to receive the Stripe webhook when it comes back into ZohoBooks to record it against the invoice. Note how we added the invoice reference and Zoho ID in the description of the payment capture in our previous bit of code: /*...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  12. Zoho CRM: Change System Field Lengthhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-change-system-field-length.html

    hack and most likely not recommended... but it is a workaround I have used and that worked when converting a lead to a deal. Note that this hack doesn't work on the system field label name (I tried) just on the length field. Use the translations file to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  13. Zoho Deluge: Determine if Daylight Savings are in effecthttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-determine-if-daylight-savings-are-in-effect.html

    // // usage v_SendToCRM_DateTime = zoho.currenttime.toString("yyyy-MM-dd'T'HH:mm:ss","Europe/London") + v_TimeZoneOffset; Note(s): This was done in ZohoCreator which was showing a timezone of -0700 or PDT irrespective of the settings in the app being...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  14. Zoho Books: Get Invoice Payment Terms via APIhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-get-invoice-payment-terms-via-api.html

    } else { r_InvoiceSO = zoho.books.createRecord("invoices",v_BooksOrgID,m_InvoiceDetails,"abzohobooks"); } Note(s): There are 2 other payment terms which is by setting payment terms to 0 which will result in a "Due on Receipt"....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  15. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

    attention/phone number goes along as my client didn't include these in her estimate template... But I'm sending them anyway. Note(s) The following code accesses APIs on the EU datacenter. I have a connection called "zbooks" which has the necessary...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  16. 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

    the system as it contains bank details. You can skip this step if you're not bothered about storing this file on the system. Note that if you use the endpoint to delete the attachment from the bill, it is still stored in the documents directory of Zoho...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  17. Zoho Books: System Values Mapshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-system-values-maps.html

    ID to use. Some of these can be found elsewhere in my site but I'm putting all of them here just for quick reference. How? Note that for the below, I recently updated this article (2024-05-21) due to the API domain name change from...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  18. ZohoCRM: Using Criteria with Module Record Counthttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-using-criteria-with-module-record-count.html

    the one used in the Search API call. Code-wise using the same criteria variable for both calls might offer some consistency. Notes on the attribute: Criteria You can't compare a date time value to a field that is simply of datatype: date (eg....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  19. Zoho Creator: Get Images in Report to be Exported to PDFhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

    form contains the fields: Ticket (lookup to Ticket form), Image, File, Local Image, Subform Row ID (prevents duplicates). Note: I create the form then add it as a subform on the parent form first, then add the lookup to the ticket field on the subform...

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

    Zoho based on a parameter passed in the URL that a Zoho Creator Page can receive and pass to the JS widget. the HTML You may note that I have additional CSS and JS files. I like to keep the copies local (especially if the hosting is included) so the app...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
Results 161 - 180 of 299