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21. Zoho Creator: Get Images in Report to be Exported to PDF: / Zoho /; ... function to rule-them-all This code was used for testing, then for correcting any historical records, and then when given just one ticket reference; will create or update the images associated in the ...; Created on 26 January 2024
22. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... fields is equals. When you use "equals" for multiple conditions, and if one of your conditions is (Company:equals:ABC), the response will contain records with ABC as well as ABC Inc in their Company ...; Created on 14 November 2023
23. Zoho Books: System Values Maps: / Zoho /; ... ; v_Filter = "crm_reference_id=" + v_OwnerID; */ // set v_Filter to blank to retrieve all sales persons v_Filter = ""; r_AllSalesPersons = zoho.books.getRecords("salespersons", v_BooksOrgID, v_Filte ...; Created on 07 November 2023
24. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters: / Zoho /; ... = r_QuoteDetails.get("Account_Name").get("id"); r_SearchResults = zoho.books.getRecords("Contacts",v_BooksOrgID,"zcrm_account_id=" + v_AccountID,"zbooks"); if(!isnull(r_SearchResults.get("contacts"))) { // ...; Created on 18 September 2023
25. Zoho Deluge: Proper Case for Names: / Zoho /; ... Zoho Apps are incredibly case-sensitive and consider some records containing people's names as duplicates, when actually they are the same entity but may have uppercased a letter in their name while the ...; Created on 13 July 2023
26. Zoho Creator: Find Duplicates by Customer Name for Large Datasets: / Zoho /; What? There are other sources on the web which show you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with ...; Created on 12 July 2023
27. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkit: / Zoho /; ... setup involves creating the TXT records on the DNS. Ideally, we would not want access to the DNS as Zoho Support as we could be blamed for any website / mail server issues not related to any of this setup ...; Created on 04 May 2023
28. ZohoDeluge: Check Shipment Status via DHL API: / Zoho /; ... retrieve all shipment orders for that day from ZohoInventory r_YesterdaysShipments = zoho.inventory.getRecords("shipmentorders",v_BooksOrgID,m_Criteria,"ab_inventory"); if(!isnull(r_YesterdaysShipments.get("shipmentorders"))) { l_YesterdaysShipments ...; Created on 21 March 2023
29. ZohoBooks: Stripe Terminal Integration: / Zoho /; ... id then Email v_BooksCustomerID = invoice.get("customer_id"); r_CustomerDetails = zoho.books.getRecordsByID("contacts",v_BooksOrgID,v_BooksCustomerID,"zbooks"); v_CustomerCheckCode = r_CustomerDetails.get("code"); if(v_CustomerCheckCode ...; Created on 16 March 2023
30. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... ChatGPT Date Modified: 2023-03-11 (Joel Lipman) - Stores conversation messages / thread in CRM records - Retrieves and builds up conversation trail to send to OpenAI ...; Created on 06 March 2023
31. Zoho Deluge: Shopify API: Get all active products with GraphQL and Pagination: / Zoho /; ... the modified records of a day and ensure that the data in Zoho is the same as on the Shopify website. Included in this is the feature to export all the data as a CSV and to email it to myself: void ...; Created on 20 February 2023
32. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; ... Another single line text field Candidate x JobOpening Name: Mandatory name field that we will use so as to create unique records The connection Within any syntax editor of ZohoRecruit (where you ...; Created on 08 February 2023
33. ZohoCRM: Import Attachments: / Zoho /; ... Our use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective records in CRM. This took me a while as our own documentation ...; Created on 16 January 2023
34. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Account: / Zoho /; ... = 0; l_CandidateSearch = zoho.recruit.searchRecords("Candidates","School Name|=|" + v_SchoolName,1,200,"ALL","zrecruit"); for each r_Candidate in l_CandidateSearch { if(!isnull(r_Candidate.get("CANDIDATEID"))) { v_CandidatePlacedCount ...; Created on 19 October 2022
35. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; ... = zoho.crm.searchRecords("Deals","(Reference_ID:equals:" + v_DealRef + ")",1,200,); for each r_Result in l_SearchResults { if(!isnull(r_Result.get("id"))) { v_DealID = r_Result.get("id").toLong(); } } } // // ...; Created on 17 October 2022
36. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... fetch all payments against this customer in order of payment reference (oldest to most recent) r_SearchResults = zoho.books.getRecords("customerpayments",v_BooksOrgID,m_SearchCriteria,"zbooks"); if(!isnull(r_SearchResults.get("customerpayments"))) { l_SearchResults ...; Created on 17 August 2022
37. Zoho Inventory: Mark a package slip as delivered and shipped: / Zoho /; ... check the form was ticked and there is a package ID specified if(input.Mark_as_Complete && input.Zoho_Package_ID != "") { v_PackageID = input.Zoho_Package_ID; r_PackageSlip = zoho.inventory.getRecordsByID("packages",v_BooksOrgID.toString(),v_PackageID,"ab_inventory"); if(r_PackageSlip.get("package") ...; Created on 14 July 2022
38. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... + input.Creator_File; // // add it to the public URL field input.Public_URL = v_PublicUrl; } Create a workflow to tidy up the records daily in Zoho Creator Go to Workflow > Schedules > New ...; Created on 31 March 2022
39. Zoho CRM & Creator: Download attachment and upload to Creator file field: / Zoho /; ... = zoho.crm.getRelatedRecords("Attachments","Contacts",v_CrmContactID,1,200,m_SortCriteria); for each r_Attachment in l_Attachments { if(r_Attachment.get("id") != null) { v_AttachmentEndpoint = "https://www.zohoapis.com/crm/v2/Contacts/" ...; Created on 11 March 2022
40. ZohoCRM & Xero Real-Time Invoices: Receive Webhook: / Zoho /; ... ******************************************************************************* // Generate your access token to connect to Xero and query Xero records // See my article: https://www.joellipman.com/articles/crm/zoho/zoho-deluge-sync-to-xero-api.html // v_TenantID ...; Created on 10 January 2022