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  1. 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

    this in Google Sheets or Microsoft Excel: // // init l_NewCSVrows = List(); v_ThisEventTime = zoho.currenttime; // // loop through dataset for each r_Event in zoho.crm.getRecords("Events", 1, 200, "Year_Month:equals:2021-06") { v_ThisEventTime =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  2. Zoho Creator: Receive JSON via a Shopify Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-receive-json-via-a-shopify-webhook.html

    the webhook, scroll to the end of that row listing your webhook and click on the button Send test notification. It will go through your CRM which will in turn forward the JSON payload to your Zoho Creator record: I'll leave it up to you to parse that...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  3. 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

    as to display empty custom related lists. Why? Because I keep forgetting how to do this and it takes about an hour to go through the documentation and get a working solution. How? So the article below shows how to do this Zoho CRM and how to do it in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  4. Zoho CRM & Zoho Books: Get SalesPersonshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-crm-zoho-books-get-salespersons.html

    I gave up and used a for each loop instead. In the next snippet of code, I am getting the Zoho CRM record owner, looping through all salespersons in Zoho Books, and retrieving the salesperson_id. Also I have a connector to ZohoBooks called "joel_books"....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  5. Zoho Creator: Prevent Endless Loops On User Input of a Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-prevent-endless-loops-on-user-input-of-a-field.html

    and vice-versa. This can get more complex when there are a lot of fields in the mix. How? I'm using this article to go through various methods I tried to prevent this from happening: First - Off: The one workflow to rule them all In the first instance,...

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

    in via your email (now comment this out in your CRM before it drives you insane) but also, and if setup correctly, sent through to your Creator app, all without having to speak to someone from eBay. Done! Error(s) Encountered 22112 - Missing property...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  7. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.https://www.joellipman.com/articles/crm/zoho/zoho-books/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

    l_BooksShippingAddress = {"address","street2","city","state","zip","country"}; // loop through the CRM Sales Order address fields and build map of address to Books for each v_AddressPart in l_CrmShippingAddress {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  8. Zoho Deluge: Generate List of TimeZoneshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-generate-list-of-timezones.html

    text editor, then escape the double-quotes, then prepend with a list declaration and append with a end of list suffix; loop through removing HTML tags and while we're at it, storing it in a list for Zoho Deluge: First of all, here's the HTML SELECT...

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

    { // // parse events out of the webhook (a list) l_Events = m_Body.get("events").toJSONList(); // // loop through the events for each r_Event in l_Events { if(!isnull(r_Event.get("eventCategory"))) { // // event type will be UPDATE and eventCategory...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-using-a-function-for-validation-rules.html

    referring to 2 status fields and not really knowing which 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....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  11. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

    r_ShopifyAPI.Shop_ID; v_ShopifyApiVersion = r_ShopifyAPI.API_Version; v_AccessToken = r_ShopifyAPI.Access_Token; // // send through m_Header = Map(); m_Header.put("Content-Type","application/json"); m_Header.put("X-Shopify-Access-Token", v_AccessToken);...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  12. Zoho Analytics: Determine profits from invoices and purchase ordershttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

    that took into account "Delivery" as a separate line item on the purchase order. I'm writing this article as it had gone through several partners before us and even Zoho themselves without a solution. This took my team the best part of two months to...

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

    v_CsvLine := StrReplace(v_ListViewHeaders,"|", ",") ",Process`r`n" FileAppend, %v_CsvLine%, %v_RunFolder%\Log.csv ; Loop through directory of files Loop, Files, %v_FolderToSearch%\*.* , R { ; init v_OriginalFile := A_LoopFileName v_OriginalFileFull :=...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. ZohoDeluge: Get All eBay Orders Given a From and Till Datehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-get-all-ebay-orders-given-a-from-and-till-date.html

    variables to store order details in a JSON or ZohoDeluge Map format m_Response = Map(); l_JsonOrders = List(); // // loop through orders in response v_OrderNodePart = "Order"; v_OrderNodeName = v_OrderNodePart + "Array"; x_OrderNode =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  15. ZohoCRM: Get All eBay Active Listingshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-get-all-ebay-active-listings.html

    l_OutputFields.add("TotalNumberOfEntries"); m_Params.put("OutputSelector",l_OutputFields); // // now lets loop through a dynamic page list for each v_Page in l_Pages { // // specify which page m_Pagination = Map(); m_Pagination.put("PageNumber",v_Page);...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  16. ZohoDeluge: Check Shipment Status via DHL APIhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-check-shipment-status-via-dhl-api.html

    of days ago (list of dates to check) l_GeneratedList = leftpad(" ",v_DaysAgo).replaceAll(" ",",").toList(); // // loop through for each index v_Index in l_GeneratedList { // output to developer for debug purposes v_Date =...

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

    l_OutputFields.add("TotalNumberOfEntries"); m_Params.put("OutputSelector",l_OutputFields); // // now lets loop through a dynamic page list for each v_Page in l_Pages { // // specify which page m_Pagination = Map(); m_Pagination.put("PageNumber",v_Page);...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  18. Zoho Inventory: Enable Tracking using the APIhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zoho-inventory-enable-tracking-using-the-api.html

    Who uses ZohoInventory for anything else than tracking stock...? How? So the quick answer is one missing parameter to send through which is "item_type=inventory"... A little longer, is do ensure you have Zoho Inventory enabled. But to flesh that out a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  19. Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

    + " record" + v_Grammar + " are duplicates!"; // // return a distinct list l_Customers2.removeAll(l_Customers1); // // loop through and output to user for each v_DistinctCustomer in l_Customers2 { v_CountDiscrepancies = v_CountDiscrepancies + 1;...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  20. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

    and website from Organization Details in ZohoCRM. Upload and get publicly-accessible image URL to/from ZohoWriter. Loop through active users in ZohoCRM. Merge the HTML email signature with the fields evaluated. Function: fn_Workdrive_HostImage I add...

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