Zoho CRM/Creator - Common Errors & Gotchashttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-creator-common-errors-gotchas.html

06 February 2020 you want to insert a date/time value into a date/time field and you get the error: v_MyDateTimeString = zoho.currenttime.toString("yyyy-MM-dd'T'HH:mm:ssZ"); // value is "2020-02-10T11:49:12+0100" // yields...

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

Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-update-a-custom-field-in-line-items-product-details.html

17 May 2021 EU datacenter r_CreateCrmQuote = invokeurl [ url :"https://www.zohoapis.eu/crm/v2.1/Quotes" type :POST parameters:m_Data.toString() connection:"myconnection" ]; or if converted to JSON, the request would read as: { "data": { "Subject": "My Test Quote",...

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

Zoho Deluge: Date from a String (dd/MM/yyyy to yyyy-MM-dd)https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-date-from-a-string-dd-mm-yyyy-to-yyyy-mm-dd.html

01 September 2021 the system will understand the date correctly? How? It may be that when obtaining a date string and applying the method .toString("dd/MM/yyyy") is dependent on the settings. But making a date into a SQL format or from largest denominator to smallest in...

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

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

20 February 2023 = "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2222"; v_Endpoint = "https://" + v_ShopID + "/admin/api/" + v_ShopifyApiVersion.toString() + "/graphql.json"; // // set header parameters m_Header = Map(); m_Header.put("Content-Type","application/json");...

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

Zoho Projects: Get All Eventshttps://www.joellipman.com/articles/crm/zoho/zoho-projects/zoho-projects-get-all-events.html

22 July 2024 v_ThisDateEvent_Year + "-" + v_ThisDateEvent_Month + "-" + v_ThisDateEvent_Day; v_ThisEventDateSort = v_ThisDateEvent_Year.toString() + v_ThisDateEvent_Month.toString() + v_ThisDateEvent_Day.toString() + v_ThisDateEvent_Hour.toString() +...

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

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

03 March 2025 invokeurl [ url :"https://www.zohoapis.com/crm/v7/Deals/" + p_DealID + "/actions/add_tags" type :POST parameters:m_Params.toString() connection:"azcrm" ]; info r_AddTags; } } } /*...

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

Zoho Deluge - Generate 5 Letter Booking Retrieval Codehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-generate-5-letter-booking-retrieval-code.html

09 May 2019 v_OutputListSize = v_OutputListSize - 1; } l_Output = l_OutputShuffled.subList(0,v_StrLength); v_Output= l_Output.toString(""); return v_Output; } This is my preferred method and it will return a string of 5 random uppercase letters. Method #2: Convert...

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

Zoho Deluge - Get Refresh/Access Token API v2https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-refresh-access-token.html

17 July 2019 l_Params.add("access_type=" + v_Access); l_Params.add("prompt=" + v_Prompt); v_Url = v_EndPoint + "?" + l_Params.toString("&"); info v_Url; openUrl( v_Url , "new window"); This will open a page for you with a Zoho Consent form where you confirm whether...

• Type: Article
• Author: Joel Lipman
• Category: Zoho Deluge
• Language: en-GB

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

16 June 2021 // // now lets add double-quotes for Excel in case the event contains commas v_NewCSVline = "\"" + v_ThisEventTime.toString("yyyy-MM-dd HH:mm:ss") + "\",\"" + v_ThisEventNote + "\""; l_NewCSVrows.add(v_NewCSVline); } // // generate CSV v_CSVFilename =...

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

Zoho Creator/Deluge: Calculating with Timezone Offsethttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-deluge-calculating-with-timezone-offset.html

07 December 2021 Customer's Appointment Date/Time: "); v_ResultInformation = v_ResultInformation.concat(" " + v_CustomersRequestedTime.toString("EEEE, MMMM dd, yyyy @ h:mma") + " " + v_CustomerTimeZoneName + " "); v_ResultInformation = v_ResultInformation.concat("...

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

Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

11 March 2022 ]; r_Download.setParamName("file"); r_CheckIfDocumentAlreadyExists = Document[Parent_Record == v_CrmContactID.toString() && Document_Name == r_Attachment.get("File_Name")]; if(r_CheckIfDocumentAlreadyExists.count() > 0) { r_NewDocumentRecord =...

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

ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-integrate-chatgpt-to-zohozia.html

06 March 2023 openai r_ChatGPTResponse = invokeurl [ url :"https://api.openai.com/v1/chat/completions" type :POST parameters:m_Params.toString() headers:m_Header detailed:true ]; if(r_ChatGPTResponse.get("responseCode") == 200) { // // retrieve the answer in text...

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

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

27 April 2023 ID here for ZohoBooks and ZohoInventory v_BooksOrgID = 12345678901; // // evaluate v_currentDate = zoho.currentdate.toString("yyyy-MM-dd"); v_OrderDate = zoho.currentdate.toString("yyyy-MM-dd"); v_Page = 1; v_PerPage = 10; m_Output = Map(); l_Costs =...

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

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

05 December 2023 r_Permissions = invokeurl [ url :"https://www.zohoapis.eu/workdrive/api/v1/permissions" type :POST parameters:m_Params.toString() headers:m_Headers connection:"zworkdrive" ]; info "Workdrive Permissions:"; info r_Permissions; // // response returns...

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

Zoho CRM: Remove Duplicate Product Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-remove-duplicate-product-records.html

07 March 2025 + v_Offset}; r_CoqlUniqueProducts = invokeurl [ url :"https://www.zohoapis.eu/crm/v7/coql" type :POST parameters:m_Params.toString() connection:"zcrm" ]; l_UniqueProducts = ifnull(r_CoqlUniqueProducts.get("data"),List()); for each m_Product in...

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

Zoho People: Get Performance Records over APIhttps://www.joellipman.com/articles/crm/zoho/zoho-people/zoho-people-get-performance-records-over-api.html

18 September 2025 to filter some fields out... for each v_Field in m_ThisGoal.keys() { m_OutputRecord.put(v_Field,m_ThisGoal.get(v_Field).toString()); //info "Field: " + v_Field + " || Value: " + m_ThisGoal.get(v_Field); } // // Add this row to Analytics m_Header =...

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

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

25 September 2025 up the config and send it to the API m_Config.put("criteria",v_Criteria); m_Params = Map(); m_Params.put("CONFIG",m_Config.toString()); // // in analytics, browse to the target table and note the URL IDs after workspace and view v_Endpoint2 =...

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

Zoho Deluge: Push a value to a datetime field in CRMhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-push-a-value-to-a-datetime-field-in-crm.html

10 September 2021 Here are some formatting examples: Creator to CRM: v_CreatorTime = zoho.currenttime.toTime(); v_CrmTime = v_CreatorTime.toString("yyyy-MM-dd'T'HH:mm:ss") + v_CreatorTime.toString("Z").subString(0,3) + ":" + v_CreatorTime.toString("Z").subString(3); //...

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

Zoho CRM: Get Unique Values of a Text Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-get-unique-values-of-a-field.html

08 October 2021 // // invokeUrl r_Coql = invokeUrl [ url :"https://www.zohoapis.eu/crm/v2/coql" type :POST parameters: m_Params.toString() connection: "joels_coql_connection" ]; // // output info r_Coql; But this returns something like the following (I've reduced the...

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

Zoho CRM: Schedule a Call using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-call-with-deluge.html

18 November 2021 08:12:34'; // // set system/application date time start in CRM format v_SystemAppointmentDateTimeStart = v_SystemCallTime.toString("yyyy-MM-dd'T'HH:mm:00") + v_ApplicationTimeOffset; // // set system/application date time start in US format...

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