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Assuming organization is required, the following 38 results were found.

  1. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.https://www.joellipman.com/articles/crm/zoho/zoho-books/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

    The following is the code template I use but you will need to adapt it for your own system: // init (specify your own organization ID for Zoho Books) v_BooksOrgID = 20210922122; m_BooksCreateSO = Map(); // get CRM record details r_SoDetails =...

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

    Script and plug in the following code if(!isnull(input.Zoho_Inventory_ID)) { // // specify your own Inventory/Books organization ID v_BooksOrgID = 20221234567; // // determine URL of file to download (note the DC here is EU but yours might be COM) v_Url...

    • Type: Article
    • Author: Joel Lipman
    • Category: Ebay
    • Language: *
  3. Zoho Inventory: Mark a package slip as delivered and shippedhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zoho-inventory-mark-a-package-slip-as-delivered-and-shipped.html

    + v_SalesOrderID); l_UrlParams.add("package_ids=" + v_PackageID); l_UrlParams.add("is_delivered=true"); l_UrlParams.add("organization_id=" + v_BooksOrgID); v_Url = "https://inventory.zoho.com/api/v1/shipmentorders?" + l_UrlParams.toString("&");...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  4. 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

    Map(); // // evaluate v_InvoiceID = invoice.get("invoice_id"); v_CustomerID = invoice.get("customer_id"); v_BooksOrgID = organization.get("organization_id"); v_InvoiceRef = invoice.get("invoice_number"); v_BalanceDue =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  5. 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

    v_BooksOrgID = "12345678901"; r_PaymentTerms = invokeurl [ url :"https://www.zohoapis.com/books/v3/settings/paymentterms?organization_id=" + v_BooksOrgID type :GET connection:"zbooks" ]; info r_PaymentTerms; } Deprecated pre domain change: void...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  6. 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

    and ensure you are at the "Home" level Click on the cog icon in the top-right for "Settings" You should be in the "Organization Settings" Click on any page in the left sidebar (eg. Plan Details), your Org ID is in the URL as the last number after the...

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

    Zoho Analytics, ensuring you are on the "Home" page (click on "Home" in top menu if not), // then click on the cog icon "Organization Settings", then click on "Organization Details", // then look at the URL (website address) and take the number directly...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  8. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

    accepted r_Accept = invokeurl [ url :"https://www.zohoapis.com/books/v3/estimates/" + v_EstimateID + "/status/accepted?organization_id=" + v_OrgId type :POST connection:"my_books_connection" ]; v_OutputResponse = "Thank you for accepting your quote!...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  9. Zoho People: Get Performance Records over APIhttps://www.joellipman.com/articles/crm/zoho/zoho-people/zoho-people-get-performance-records-over-api.html

    so custom/bespoke the documentation has started to genericize. My client has seen the Goals or Objectives report under "Organization Reports" but would like some additional fields/columns added to it. Turns out, it's a system report you can't change....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho People
    • Language: *
  10. Zoho Cliq: Integrate OpenAI ChatGPT with Conversation Threadshttps://www.joellipman.com/articles/crm/zoho/zoho-other/zoho-cliq-integrate-openai-chatgpt-with-conversation-threads.html

    You will need a connection that has the necessary scope(s). Note that you have to do this as the super admin to get organization level messages. But in ths example below, we're going to query a message to the ChatGPT bot: // // initialize m_Response =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Other
    • Language: *
  11. Zoho Deluge - InvokeConnector and useful snippetshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-invokeconnector-and-useful-snippets.html

    r_Delete = zoho.crm.invokeConnector("crm.delete", m_Delete); info r_Delete; Get Organization Details m_OrgDetails = Map(); r_Response = zoho.crm.invokeConnector("crm.getorg", m_OrgDetails); if(!isnull(r_Response.get("status_code"))) {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  12. Zoho Deluge: Date from a String (dd/MM/yyyy to yyyy-MM-dd)https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-date-from-a-string-dd-mm-yyyy-to-yyyy-mm-dd.html

    to remind me of the regex to change a date from the format dd/MM/yyyy to yyyy-MM-dd. Why? Irrespective of server, organization or user settings, the date handling can vary. If we are getting a date from a CSV or other external source as "dd/MM/yyyy",...

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

    r_ContactRecord.get("Last_Name")); m_Data.put("Issue.Date", zoho.currentdate.toString("MMMM, dd yyyy")); m_Data.put("Organization.Name", r_ContactRecord.get("Account_Name").get("name")); // m_MergedData = Map(); m_MergedData.put("merge_data",...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. Zoho CRM: Schedule a Task: Timesheet Reminderhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-task-timesheet-reminder.html

    minus the ones to be logged on Friday (40 - 8) v_RemindeMeAtHoursLogged = 32; // // set to the Account record of our organization v_OrgAccountRecord = 123456789012345678; // // loop through all users r_Users = zoho.crm.getRecords("users");...

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

    // // get chart of accounts to use r_ChartOfAccounts = invokeurl [ url :"https://books.zoho.eu/api/v3/chartofaccounts?organization_id=" + v_BooksOrgID type :GET connection:"zinventory" ]; m_Accounts = Map();...

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

    v_Endpoint = "https://www.zohoapis.com/books/v3/invoices/" + v_BooksInvoiceID + "/email?organization_id=" + v_BooksOrgID; r_SendInvoice = invokeurl [ url :v_Endpoint type :POST parameters:m_Params.toString() connection:"zbooks" ]; info "------------";...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  17. 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

    that it executed."; } Additional: The exported image will have a Zoho Analytics Logo on it. This is a setting. Go to the Organization Settings in Zoho Analytics > Under Controls / Configurations you should see Logo Rebrand. Set the "Powered by Logo"...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  18. Zoho Inventory Template Issue: First Page is Blankhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zoho-inventory-template-issue-first-page-is-blank.html

    So I thought I'd write an article to help me resolve the particular issue where the organization details and the header of the product line items table would display on the first page, the product line items would then print on the second page, with the...

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