... or that has been added to the system based on the business hours set at the organization level in ZohoCRM.
How?
Using an invokeURL, the key here is you'll find them in the settings; so check that ...
...
You should be in the "Organization Settings"
Click on any page in the left sidebar (eg. Plan Details), your Org ID is in the URL as the last number after the slash (eg. "20012345678")
Note this dow ...
... to be unable to handle a lot of code or long URLs such as a base64 source URL for an image.
The Plan
Get company phone and website from Organization Details in ZohoCRM.
Upload and get publicly-accessible ...
... instances of ZohoBooks for the same organization, a separate call would need to be made with a different variable org ID.
/* *******************************************************************************
Function: ...
... + v_BillID + "/attachment?organization_id=123456789"
type: POST
files: m_Attachment
connection: "zbooks"
];
Open the file / Download via Browser
We're going to use an openUrl() function here ...
... enabled.
But to flesh that out a little more along with setting the other options under "Advanced Tracking"
//
// get chart of accounts to use
r_ChartOfAccounts = invokeurl
[
url :"https://books.zoho.eu/api/v3/chartofaccounts?organization_id=" ...
... the following instructions to these instead.
ZohoCRM: Get Details as Zoho User
The values are the same for the CRM app for all organizations, but in case these change since time-of-print of this ...
... enter your own organization 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 ...
... v_OutputMessage;
Update: What is the URL to download the PDF in Zoho Books?
Found this today so thought I'd add it to this article:
Invoice: https://books.zoho.com/api/v3/invoices/pdf?organization_id=&invoice_ids= ...
... OnSubmit > click on Create Workflow
Select you want to run some Deluge Script and plug in the following code
if(!isnull(input.Zoho_Inventory_ID))
{
//
// specify your own Inventory/Books organization ...
... order inventory template.
Why?
A client raised an issue that they had previously hard-coded the address of their organization into the body of a template (just below the header... they weren't using ...
... 32;
//
// set to the Account record of our organization
v_OrgAccountRecord = 123456789012345678;
//
// loop through all users
r_Users = zoho.crm.getRecords("users");
if(!isnull(r_Users.get("users")))
{
for ...
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