... CRM but I want to transform/translate one of the column values into the target
How?
So this is my plan:
Setup a connector to CRM with the scopes ZohoCRM.coql.READ and ZohoCRM.modules.ALL
Build ...
... check the URL for whether it will be https://books.zoho.eu or https://books.zoho.com. You will also need your own CRM to Books connection name (joel_books) with scope to read settings:
// our made ...
... on a Fixed Price item.
How?
So first of all, you'll need an access token: please visit my article and read the first part on how to get a valid Access Token for the rest of these steps. Once we ...
... every time we want to tweak the code. There are also cases we don't want to use a standalone function as we want the code to read from the input fields dynamically and in real-time. To this end, I create ...
What?
An article so that I don't spend so long in trying to find sales persons in Zoho Books.
Why?
My use case is that I want to create a Sales Order in ZohoBooks based on one in ZohoCRM and wanted ...
... you have a few hundred records, or a few hundred thousand records, we sometimes want to write a function that will check each record and mark it so that the process doesn't repeat on records that have already ...
What?
A super quick article to demonstrate how an idiot like myself can misread the documentation. This particular article shows you how to customize the search results or response from using zoho.creator.getRecordById(). ...
... a lowercase Connection Link name
Select the scopes: ZohoCreator.form.CREATE and ZohoCreator.report.CREATE
Click on Create and Connect > Note the connection link name (if you've already forgotten)
...
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