Assuming record is required, the following 129 results were found.
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invoice API and I kept getting this error despite including the customer_id and there was a primary contact on the customer record. This is from within ZohoCreator, requesting for an invoice in ZohoBooks to be sent. How? So the key here is that there...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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layers of complexity, I want to have here an example that demonstrates a basic search on a table of data and returns one record as a result. The use-case here is that we are enhancing a quote builder form in Zoho Creator. The JS widget (aka the Quote...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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May 2024 following the API domain change. The use-case is that the customer wants the item/product rate taken from the item record, if a pricebook is specified and the item exists within it, then it takes the rate from the pricelist. Note that when I...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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it hides itself and shows the button. Code for Onload of form: // // default to black on blank form, if loading an existing record, the value stored will be used. v_DefaultColor = if(isBlank(input.Hexadecimal), "#000000", input.Hexadecimal); // // a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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This function will also try to delete the duplicate but if the duplicate is the one used in a transactional module record (eg. quotes, sales orders, invoices, purchase orders), then it will delete the older one (referred to as keep ID). Another point is...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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& Zoho Analytics: Query to generate individual responses and grouped pages which may have grown a little but 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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= Map(); m_ZohoTaxRatesByName = Map(); m_ZohoTaxRatesByRate = Map(); l_ZohoCrmTaxRatesList = List(); v_XeroIntegrationRecordID = "123456000000789012"; // r_IntegrationRecord = zoho.crm.getRecordById("Integrations",v_XeroIntegrationRecordID); v_TenantID...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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a search-engine friendly URL alias and is unique in the database. Ok that's a long sentence; let me try this: When I save a record in JoomlaCMS or WordpressCMS It creates a unique name to use in URLs I want that Why? These are used as inputs to...
- Type: Article
- Author: Joel Lipman
- Category: Personal Home Page
- Language: en-GB
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3rd-party feed that kept creating a product that they didn't stock. How? So editing the product_details field of an invoice record seems straightforward but it isn't. Undocumented, the trick is to remove the existing ID of the line item and posting the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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The HTTP method PUT is not allowed for the requested resource This was an issue where I was trying to push a Zoho Creator record into Zoho Inventory via an invokeURL with API v2 rather than a connector. If you use POST then this adds/creates a record...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A very quick article on how to push a multi-select picklist from CRM to Creator. Why? We're trying to create a record in Creator off a button on the CRM Potential/Deal record. The CRM module has a multi-select picklist which will use commas to delimit...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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them. We only found this an issue when using REST API v2.1 but also to show you how to configure triggers when using createRecord or updateRecord. Why? We had a Creator app updating a CRM record which in turn had a workflow to update the Stage in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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purposes. Although Zoho Analytics can use data imported from both ZohoCRM and ZohoRecruit, it was helpful on the CRM record to see how many candidates had been placed at this particular CRM Account. We added several fields which get populated when a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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to a system field in ZohoCRM. Why? Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using custom fields, then just ensure that the data type and field lengths...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Why? I have a function to push a ZohoCRM quote to a ZohoBooks estimate and a client asked that the address on the CRM record 'pulls through'. Sending the address in the same request however gives me the following error: { "code": 15, "message": "Please...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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AS XML).query('data(/STAFF/GENDER)') AS VARCHAR(10)) AS Gender FROM [dbo].[XML_EVENTS] -- Returns column GENDER for every record/row (eg. "Male") Or -- Using .value() SELECT CAST(Event_XML AS XML).value('data(/STAFF/GENDER)[1]','VARCHAR(10)') AS Gender...
- Type: Article
- Author: Joel Lipman
- Category: Transact-SQL
- Language: en-GB
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Map(); m_CreateQuote.put("Subject","My Test Quote"); m_CreateQuote.put("Quoted_Items",l_CrmLineItems); // // send to CRM l_RecordsToSend = List(); l_RecordsToSend.add(m_CreateQuote); m_Data = Map(); m_Data.put("data", l_RecordsToSend); // // this is...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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is proposed below is that we are going to use a CRM REST API function which arguably could write directly to the Creator record, parsing the JSON webhook response beforehand. 1. Set up the Creator form Log-in to your Zoho Creator app Click on Plus sign...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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help anyone encountering this gotcha: I have an integration field, if someone changes it, I want to save the value to the record immediately. Why? If you try to update an integration field via deluge with another integration field or even the same...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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for users in their transactional modules (quotes, sales orders, invoices, purchase orders), you need to modify each product record (can be done with "Mass Update") to give them the applicable tax rates: Browse to a CRM product record (you can do mass...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *