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Assuming please is required, the following 61 results were found.

  1. Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

    request passed is not valid."}: The parameters you are sending are not in the right format. {"code":15,"message":"Please ensure that the attachment has less than 100 characters."}: The attachment parameter is populated with the file content instead of...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  2. Zoho Creator: Set Up Custom Domain for Customer Portalhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-set-up-custom-domain-for-customer-portal.html

    want to put the customer portal on a subdomain (eg. "customerportal.joellipman.com" instead of "www.joellipman.com"), then please refer to your domain registrar's website on how to setup a subdomain. Here is the gist of what you need to do in your...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  3. Zoho Deluge: Generate and Send a CSV via Emailhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-generate-and-send-a-csv-via-email.html

    // // send via Email v_Subject = "From your friendly neighborhood developer"; v_Message = "Please find attached the Audit Log for the events dated " + v_ThisEventTime.toString("yyyy-MM"); sendmail [ from: zoho.loginuserid to: zoho.adminuserid subject:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  4. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirectshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-two-submit-buttons-on-a-non-stateless-form.html

    l_Errors = List(); if(isnull(input.Record_Name)) { l_Errors.add("- Record Name"); } if(l_Errors.size() > 0) { alert "Please enter the following required fields:\n" + l_Errors.toString("\n"); } else { //... code to submit form/save to record here } Then...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  5. Zoho Creator: Receive eBay Order Notifications via Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-receive-ebay-order-notifications-via-webhook.html

    as soon as the order or transaction is made on a Fixed Price item. How? So first of all, you'll need an access token: please visit my article and read the first part on how to get a valid Access Token for the rest of these steps. Once we have an access...

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

    for " + r_ContactRecord.get("Salutation") + " " + r_ContactRecord.get("Last_Name")); m_MergedData.put("message","Please find attached your document"); r_SendResponse = zoho.writer.mergeAndSend("aaaabbbbccccddddeeeeffff000011112222333344445555", "pdf",...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  7. Zoho CRM: searchRecords with sorted resultshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-searchrecords-with-sorted-results.html

    supported in additional parameters, I find the below works in CRM just fine: As of 2025, this method no longer works. Please refer to method 2 using a search API or a COQL query (see below). // ****************** CODE USING SEARCHRECORDS...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  8. 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

    + " for " + r_QuoteDetails.get("Contact_Name").get("name"); v_EmailMessage = "Hi " + v_ContactName + ", Please find attached your quote. Kind Regards, The Team"; // sendmail [ from :zoho.loginuserid to :v_EmailTo subject :v_EmailSubject message...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  9. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://www.joellipman.com/component/content/article/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html?catid=138&Itemid=165

    to :"info@joellipman.com" subject :"ZohoSign Test - Request: " + v_RequestId + " - Document: " + v_DocumentId message :"Please find attached your requested document(s)" Attachments :file:r_File ]; } } } } }

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Sign
    • Language: *
  10. 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

    the user and prevent the save if (v_CalculatedNumberOfSkills...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  11. ZohoCRM: Import Attachmentshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-import-attachments.html

    resumes where it left off and ultimately will display a notification saying your migration is complete! Lastly, you will be pleased that the files to attach are in your CRM but unfortunately so are a ton of duplicate contacts and whatever else you had...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  12. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://www.joellipman.com/articles/crm/zoho/zoho-recruit/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

    OAuth"). Enter the connection details and scope. Error(s) Encountered: {"code":"4401","message":"Unable to populate data, please check if mandatory value is entered correctly."}: Check your connection string. {"code":"9832","message":"Mandatory...

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

    if(r_ChatGPTResponse.get("responseCode") == 429) { // store in response text v_Answer = "I dont have any knowledge in this. Please ask me something else"; } } else if (v_Message.containsIgnoreCase("Hi") || v_Message.containsIgnoreCase("Hello") ||...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Other
    • Language: *
  14. 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

    // send via Email v_CountRows = l_CsvFileRows.size() - 2; v_Subject = "Shopify Products Export & Comparison"; v_Message = "Please find attached a log of " + v_CountRows + " Product(s) from Shopify that had been updated on " +...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  15. 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

    of next month" } ] } } Usage: This is just a snippet of usage and obviously not the whole function to generate an invoice. Please refer to the Zoho Books API documentation for what fields are required to complete a request within your system....

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

    Error(s) Encountered: Error Status 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  17. ZohoCreator: Using .toFile and Uploading to a Creator fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

    got this error if I failed to add the setParamName such as: f_CSVFile.setParamName("file"); 3700: Unable to upload a file. Please check and try again. If I test my connection or even change how I upload the file, this error no longer appears. This error...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  18. Zoho Deluge and Wordpress/WooCommerce API: Get All Productshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-and-wordpress-woocommerce-api-get-all-products.html

    :"All Products from " + v_MyWordPressSiteUrl + " as of " + zoho.currenttime.toString("yyyy-MM-dd HH:mm:ssXXX") message :"Please see the attached file" Attachments :file:f_AllProducts ] // return v_TotalProducts + " product(s) in " + v_TotalCategories +...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  19. Zoho Creator: Render to PDF with margins and page numbershttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

    = v_ItemDescDisp + "Ref. " + c_Quote.Quote_Reference + " "; } %> Total Quantity Total Price Total Discount Total Amount Please note the following: I've put some really small print here just so that you don't really read this and appreciate that we have...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  20. Zoho Workdrive: Getting Team Folder IDhttps://www.joellipman.com/articles/crm/zoho/zoho-workdrive/zoho-workdrive-getting-team-folder-id.html

    + zoho.currentdate.toStartOfWeek().toString("yyyy-MM-dd"); v_Message = "To he who shall not be named, Re: " + v_Subject + " Please find attached the CSV export file containing the Data. "; // if(!isBlank(v_PermaLink)) { v_Message = v_Message + " The...

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