Assuming well is required, the following 158 results were found.
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They bring up the invoie in ZohoBooks, click on the button, and the Stripe terminal will ask for the amount on the invoice. Well almost. We've gone the extra step in that we added a custom field that can override the full balance, to allow partial...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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to 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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Click on the "Email Deliverability" tab Under Authentication, click on "Validate Records" Note the DKIM and SPF values as well as the subdomain value: DKIM Subdomain: 1522905495316._domainkey. DKIM Value: k=rsa; p= SPF Value: v=spf1 include:one.zoho.eu...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
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the EU datacenter. I have a connection called "zbooks" which has the necessary scope(s) to create and update an estimate as well as read settings and contacts. I have a connection called "zcrm" which has the necessary scope(s) to read from and write to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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+ "?organization_id=123456789&","new window"); } Delete the file We need to delete this file from the attachments as well as from the system as it contains bank details. You can skip this step if you're not bothered about storing this file on the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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URL" column again and select "Format Column" > Select under Display As: "Image" You can now specify the size of the image as well (16x16 is a tad small). Caveat(s): A bit work needs to be done to the code above to prevent attachments from going in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Desk
- Language: *
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Kaizen series allowing a confirmation box (something lacking in Zoho Creator - but that every app outside of Zoho has) as well as a popup to email from CRM with a rich-text interface. Why? The use-case here is non-existent. It's more of a play around to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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person to email - Superceded by including "send=true" in the invoice creation request More Info: Error 1038: JSON is not well formed - Encountered when trying to use the send an invoice API - Was sending to_mail_ids in the URL instead of the body...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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a quote builder form in Zoho Creator. The JS widget (aka the Quote Builder) will need to post a new quote to the system as well as show previous orders. How? We're going to use the Zoho Extension SDK. You should refer to my previous linked article but...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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This is an article to show how to setup a scheduled function that checks and restores a missing webhook as well as the snippets when receiving the webhooks and storing them. Why? We found that Shopify would intermittently remove our webhooks. This would...
- Type: Article
- Author: Joel Lipman
- Category: Shopify
- Language: *
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rendered for PDF or print format. I have another article for a different client who wants a pretty advanced HTML template (well it's a HTML table with rowspans and the borders need to merge cells). But here we're simply going to use ZohoCreator and its...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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lead owner (there is no owner at assignment rule stage). A workflow email notification doesn't do the popup on the CRM as well. A workflow notify by email didn't give the option to remind daily... only weekly or monthly. Spent a while trying not to use...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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nice-to-have is if they could be presented with a bunch of colors and they click on one to select it. When are colors used? Well in this use-case, we are using it to color events in a calendar associated with specific staff. Probably not the most...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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To use other fields that could be sent via the URL as a verification to be checked at the webhook endpoint would be good as well; but I couldn't spend time finding fields that can be 'placeheld', other than what the interface offers, into the template....
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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[1] To remove or delete a line item when using invokeURL and the PUT method, submit the line item again with its ID as well as a key called "_delete" as per the following snippet: // // initialize m_UpdateQuote = Map(); // // get quote details...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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eBay allows users to request the deletion of their personal data from eBay's own systems, as well as from the systems of all partners who store or display that data, including third-party developers integrated with eBay APIs through the eBay Developers...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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core fields, address, and line item. This took me a while to get the right syntax for writing to the invoice line items as well as setting the value of lookup fields so I thought it was worth an article and may help someone else (or even myself) in the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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The additional benefit of having this template is that it includes creating contacts, accounts, and products on-the-fly as well as recording payments and checks as to which record is more up to date between ZohoCRM and Xero. How? The access token is...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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or subject to change. l_Items = {"a" , "b" , "c" , "d" , "e" , "f"}; info l_Items.get(3); // yields "d" This approach works well for reference lists, configuration values, or ordered datasets where readability during development is helpful. 3) Method...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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I have tried the method below with both an article and a contact page, but it should work for most other page redirects as well. Step Two: Next if you don't already know the URL of the page you want to redirect to, you will create a menu item in the...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *