Assuming over is required, the following 115 results were found.
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2 calls at the beginning of your function in case they add a currency or tax rate and want to push a sales order immediately over. Get Currencies Remember to replace the v_BooksOrgID with your client's Organization ID for Zoho Books and check the URL...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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if they could have tabs along the top to display each section. How? The way we do this is by applying our own stylesheet and overriding certain CSS elements that the vanilla or out-of-the-box Zoho Creator ones provide. First, let's add a Notes field to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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today's date, tomorrow's, and the day after's but it has to skip Sundays. Why? Wanting to create a schedule for availability over the next few days which needs to dynamically change. I am aware of the function .addBusinessDay() but that excludes...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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that is being returned for API names... If that were the case, it would have been a 5 minute job. Instead, it's turned into over an hour of figuring this out. So here's a working snippet of code: // test to get the JSON response format r_CallDetails =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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below details on how you can get Xero to tell Zoho when a contact or invoice has been updated immediately. How? Here's an overview of how we achieve this: Set up a Zoho CRM function to receive the webhook. Setup a webhook in Xero. [Optional for Method...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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one defines the stage the lead is at. How? Well this can be done through a validation rule. After working in Zoho CRM for over 3 years, this is the first time I'm using it so I'm documenting it. For this example, we're going to use my use-case scenario...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Because we're going to use Zoho Creator as a middleware. Just to add to the pain, I'm going to make my function in Zoho CRM: Overview Create a REST API CRM function that can return the ebay URL of the image. Done High Level Overview Create a REST API...
- Type: Article
- Author: Joel Lipman
- Category: Ebay
- Language: *
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be an easier way to get the template ID used in CRM, but we did this by Login to ZohoCRM > Settings > Templates > Inventory Hover the mouse cursor over the template you want to use. Note or screenshot the url that pops up and the template ID is at the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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option). The Attachments folder must contain no subfolders and only unique filenames herein. Perhaps if you were doing this over several imports, you could use the same filenames, I didn't try this, instead my program generates a unique MD5 for each...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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following: Click on "Done", then on "Save and Close". Go to the Lead Conversion Mapping page (Setup > Modules and Fields > Hover the mouse over the Leads word and click on the ellipsis/three dot icon, then select "Lead Conversion Mapping"). Select your...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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one customer at a time. Even a loop would hit a statement execution limit. Why? My use-case is that I need this done over a dataset of 20k+ contact records and that's only half of the production system's contacts. I needed a quick bit of code to find...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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image field, links to another Zoho app that is behind a user wall (ie. login and password as a Zoho User). How? So I'll go over what happens in the real world process; then cover some technical information; and even include the function that makes it...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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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 separate workflow 4 days after creation of lead? Ensure that when this has been converted...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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and select "Add Column" > I called the column "ZohoAnalytics Image URL" and gave it the data type of "URL": Now to copy over the image URLs, I duplicated my web-browser tab (right-click on the browser tab if using Google Chrome and select "Duplicate")....
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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m_Response.put("status_code",200); } // // return webhook response return {"crmAPIResponse":m_Response}; Once saved, I'll hover the mouse over it and click on the ellipsis to select REST API option. Then make a note of the URL. the ZohoBooks Estimate...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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with an endpoint of https://www.zohoapis.com/crm/v7/Quotes. Showing Off Just a note here for myself where using invokeAPI over invokeURL: // // retrieve record details r_SoDetails = invokeapi [ service :zohocrm path :"/crm/v7/Sales_Orders/" +...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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case will be a string. Use the # symbol to map it to "Deals.Deal Id" Save and close the function In the list of functions, hover over the function you just made and select "REST API" Enable both OAuth and REST API Click on "Save" to close the dialog box...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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just wanted to record how to receive a Zoho Survey response in a Zoho CRM REST API function. Why? As above, didn't want to overload a single article with all the answers of one development but this one may be referred to separately. I want a Zoho Survey...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Thought I already had an article on this and I know my article Zoho Deluge - Connect to Xero API covered a quick query to pull some invoices but this one documents a pull and mapping into CRM invoices. Why? This took me a whole afternoon so I wanted a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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and 'regmenu'. Edit your original menu module and select everything you want your registered users to see and then copy over to the newly created 'regmenu' module or what ever you called yours.) Make sure both menu modules are enabled. 2. Set the...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *