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Assuming status is required, the following 83 results were found.

  1. Zoho CRM & Zoho Books: Custom Related Lists Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-crm-zoho-books-custom-related-lists-deluge.html

    l_HeaderColumns.add({"key":"valid_till","value":"Valid Till"}); l_HeaderColumns.add({"key":"quote_status","value":"Quote Status"}); l_SearchResults = r_SearchResults.get("data").toJSONList(); for each r_Result in l_SearchResults { v_CreatorQuoteID =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  2. Zoho CRM: Schedule a Call using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-call-with-deluge.html

    with " + v_CustomerName); m_ScheduleCall.put("Call_Start_Time",v_SystemAppointmentDateTimeStart); m_ScheduleCall.put("Call_Status","Scheduled"); m_ScheduleCall.put("Call_Type","Outbound"); // // optional fields...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  3. ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-real-time-invoices-receive-webhook.html

    script on a server that will validate the Xero webhook. You're going to need to respond to Xero with valid and invalid HTTP statuses as their webhook validation process is a little stricter than Zoho's. Setup a Zoho CRM Function: Login to Zoho CRM >...

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

    to_integer(substring_before(q."Text", '.')) AS "Question Number", q."Text" AS "Question", r."Text" AS "Answer", r2."Status" AS "Status", r3."Variable Value" AS "Respondent Email" FROM "Responses (Zoho Survey)" r LEFT JOIN "Surveys (Zoho Survey)" s ON...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  5. ZohoCRM & Xero: Function to pull most recent invoiceshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-invoices.html

    = 0; v_Count_Updated = 0; v_AccessToken = ""; l_Pages = {1}; v_PageSize = 20; b_Debug = false; // // Xero Invoice Statuses vs your CRM Invoice Statuses m_TranslateStatuses = Map(); m_TranslateStatuses.put("DRAFT","Draft");...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  6. ZohoAnalytics: Pivot Campaigns vs Contactshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zohoanalytics-pivot-campaigns-vs-contacts.html

    and save it as "Contacts vs Campaigns Pivot": SELECT * FROM ( SELECT "Contact Id", "Contact Name", "Campaign Name", "Member Status" FROM "Campaign Members - Contacts" ) t1 PIVOT ( MAX(t1."Member Status") FOR t1."Campaign Name" IN ( "Campaign...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  7. ZohoCRM GetRelatedRecords INVALID_DATAhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-getrelatedrecords-invalid_data.html

    this is shortcode, not an invokeURL. { "code":"INVALID_DATA", "details":{ "api_name":"data" }, "message":"invalid data", "status":"error" } How? I recall covering this solution before but it boils simply down to the zoho.crm.getRelatedRecords() not...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  8. AutoHotkey: App GUI Listview to Rename Fileshttps://www.joellipman.com/component/content/article/autohotkey-app-gui-listview-to-rename-files.html?catid=48&Itemid=165

    y10 gRestart, Reload Gui, Add, ListView, w600 h528 +Hdr +Grid x0 y50, Old Name|New Name Gui, Font, s7, Verdana Gui, Add, StatusBar,, Ready. Gui, Show, w%Width% h%Height% x10 y10 Return ;...

    • Type: Article
    • Author: Joel Lipman
    • Category: AutoHotkey
    • Language: *
  9. Zoho Deluge - Update Creator from CRMhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-update-creator-from-crm.html

    Successful Response: { "criteria": "ID==1234567890123456789", "newvalues": [ { "FieldToUpdate": "ValueToUpdateWith" } ], "status": "Success" } Method #2: Using API v1 (using JSON not XML) Generate AuthToken: Browser Mode: Open a browser to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  10. Zoho Deluge: Duplicate/Clone a Recordhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-duplicate-clone-a-record.html

    } } // now override fields specific to the newly cloned/duplicated record m_Clone.put("Invoice_Status","Repeated Invoice"); m_Clone.put("Invoice_Date",zoho.currentdate.toString("yyyy-MM-dd"));...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  11. Zoho Creator / Shopify: Get all Active Productshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-shopify-get-all-active-products.html

    for each v_Page in l_Pages { v_Endpoint = v_ShopifyURL + "/admin/api/" + v_ShopifyApiVersion.toString() + "/products.json?status=active&limit=250&fields=id&order=id+asc&since_id=" + v_LastID; r_GetProducts = invokeurl [ url :v_Endpoint type :GET...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  12. Zoho Creator: Public URL of an Image field / Upload to Shopify APIhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-public-url-of-an-image-field-upload-to-shopify-api.html

    m_Product.put("published",true); // set to true when comfortable with it publishing correctly m_Product.put("status",ifnull(input.Publish_Status.toLowerCase(),"draft")); // // build up variant list under this product l_Variants = List(); m_Variant =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • 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

    " New Template", "id": "aaaa1111bbbb2222cccc3333dddd4444eeee5", "permalink": "https://docs.zoho.com/file/a1b2c3d4", "status": "active" }, { "created_time": "2019-08-28T16:30:33Z", "modified_time_ms": 1567009834477, "owner_id": "34567890",...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. Zoho CRM: Schedule a Meeting using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-meeting-using-deluge.html

    // with a reminder 5 minutes before (eg. "10 mins", "1 hrs") m_ScheduleMeeting.put("Remind_At","5 Mins"); // // the meeting status m_ScheduleMeeting.put("Status","Not Started"); // // send request and create record r_CreateMeeting =...

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

    were: When an invoice is "Created or Edited" Execute the workflow when "When any field is updated" Filter the triggers when Status is "Paid" Just once or every time is "Everytime" Actions is a custom function called "fn_invoice_updatepaymentmethod" But...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  16. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-integrate-chatgpt-to-zohozia.html

    r_Response = zoho.crm.invokeConnector("crm.getusers",m_UserType); if(!isnull(r_Response.get("status_code"))) { if(r_Response.get("status_code")==200) { l_Users = r_Response.get("response").get("users"); for each v_User in l_Users { v_LoggedInUserID =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  17. Zoho Deluge: Get All Orders from eBayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-all-orders-from-ebay.html

    than this but this is for pagination estimates v_MaximumOrders = 10000; v_Year = 2022; // // set the filter for orders by status to return: All, Active, Cancelled, CancelPending, Completed, Inactive, InProcess v_OrderStatus = "All"; // // calculate from...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  18. ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

    back to StaticAlias rather than member Email - Possibly still an issue with delayed payment (check this is not holding status) Date Modified: 2023-03-17 (Joel Lipman) - Enhanced debug messages as function not auto-triggering on receipt of Order -...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  19. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

    m_NewTask.put("Subject","Follow Up Non Converted Lead"); m_NewTask.put("Due_Date",v_EndTime.toDate()); m_NewTask.put("Status","Not Started"); // // configure reminder on task to run daily at the same time as creation time m_Reminder = Map();...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  20. Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-using-remove-key-on-a-map.html

    } } } /* {"code":"INVALID_DATA","details":{"api_name":"id","json_path":"$.tags[0].id"},"message":"invalid tag id","status":"error"} -> Error was due to trying to assign map with removed key to a new map. -> Solution was to remove the assignment and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
Results 21 - 40 of 83