Assuming record is required, the following 130 results were found.
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and more now that API v1 is on the way out and Zoho Deluge by itself is limited somewhat with regards to functionality and record editing when compared to API v2. How? Note that this is using Zoho Deluge and not another server-side script such as PHP to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: en-GB
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we can't do in shortcode. List CRM Users (ActiveUsers) Note that this is somewhat superseded by: l_Users = zoho.crm.getRecords("users") or r_User = zoho.crm.getRecordById("users", v_UserID) but here's the old way of doing this: l_Users= List();...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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the collection into the subform on the current form input..insert( ); // or insert the row(s) into the subform through the record variable r_LeadDetails = Leads[ID == 1234567890]; r_LeadDetails..insert( ); Events I have used this task which contradicts...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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our own: Our use case, is that we are developing a Zoho Creator app that will help staff log time and then push the creator record to Zoho Projects. How? For the following example, you will need to have setup a Zoho Oauth Connection with the appropriate...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Projects
- Language: *
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shows how to do this Zoho CRM and how to do it in Zoho Books... The example below is that we are going to search for some records in Zoho Creator and display these in either Zoho Books or Zoho CRM. For demonstration purposes, these have been simplified...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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based on one in ZohoCRM and wanted to assign the sales person. How? So after an hour or so trying to get the Zoho.books.getRecords() function to filter the sales persons, I gave up and used a for each loop instead. In the next snippet of code, I am...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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// init (specify your own organization ID for Zoho Books) v_BooksOrgID = 20210922122; m_BooksCreateSO = Map(); // get CRM record details r_SoDetails = zoho.crm.getRecordById("Sales_Orders", 012345678901234567); // build up your map to send to ZohoBooks...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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} info m_Currencies; // // get Books ID for a currency from an CRM account record r_AccountDetails = zoho.crm.getRecordByID("Accounts", 9012345678901234567); v_BooksCurrencyID = m_Currencies.get(ifnull(r_AccountDetails.get("Currency"),"GBP")); info...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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the same as the billing address... Or more specifically, the primary contact, company, address and phone from the customer record and not from the sales order change. How? The key is a setting you need to change by going to Settings > Preferences >...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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250 per call and using since_id to not list the same one twice. It then outputs a JSON list as a response and the total record count: void API.fn_ShopifyQuery_GetActiveProducts() { m_Header = Map(); m_Header.put("Content-Type","application/json"); // //...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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// // append the timezone v_LeadTimeDelay = v_LeadCreatedTime + "+" + v_ThisTimeZone; // // update the record m_UpdateLead = Map(); m_UpdateLead.put("Check_Date_Time", v_LeadTimeDelay); r_UpdateLead = zoho.crm.updateRecord("Leads", p_LeadID,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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figuring this out. So here's a working snippet of code: // test to get the JSON response format r_CallDetails = zoho.crm.getRecordById("Calls",123456789012345678); info r_CallDetails; // // system/application is set to EST (America/New_York)...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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the number of hours 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 =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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eBay and using it to create an order in Shopify. Why? Previously, we would receive an eBay notification and create an order record in Zoho Creator. We did the same for when Shopify would process an order. You can see my following articles for more...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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estimate, sales order, invoice created by someone in relation to that customer; else take the sales person against the record: SELECT DISTINCT c."Customer ID" AS "Customer ID", c."Customer Name" AS "Customer Name", c."Last Modified Time" AS "Customer...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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release - Queries OpenAI ChatGPT Date Modified: 2023-03-11 (Joel Lipman) - Stores conversation messages / thread in CRM records - Retrieves and builds up conversation trail to send to OpenAI ChatGPT API...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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generate a customer, a product/item, a sales order, an invoice, a package slip/delivery note, a shipment order; as well as record any payments, inventory adjustments, status changes; all from an eBay Order coming into the system via a webhook... I would...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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m_CreateBooksItem.put("track_batch_number",true); // // let's try creating it r_CreateItem = zoho.inventory.createRecord("items",v_BooksOrgID,m_CreateBooksItem,"zinventory"); info "ITEM CREATE RESPONSE FOR " + v_ItemID; info r_CreateItem.get("message");...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Inventory
- Language: *
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you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with that key. I can't sit there entering one customer at a time. Even a loop would hit a statement execution...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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org ID noted earlier v_AnalyticsOrgID = 23456789012; // // let's get the ticket details r_TicketDetails = zoho.desk.getRecordById(v_DeskOrgID,"tickets",p_TicketID); r_Attachments = invokeurl [ url :"https://desk.zoho.eu/api/v1/tickets/" + p_TicketID +...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Desk
- Language: *