... a note of the name of this form (the form link name, eg. "eBay_Webhook_Payloads")
Setup a CRM function to receive data
Login to your ZohoCRM > Setup > Developer Space > Functions
Click on "N ...
What?
A very quick article to show pushing the date and time to ZohoCRM or ZohoCreator.
Why?
You may have received an error that goes something like:
datatype: datetime
How?
Here are ...
... finance team. This is a quick run-through for a standard setup to include UK tax/vat.
How?
Here's a quick step-by-step to follow:
Login to ZohoCRM as an Administrator
Go to Setup > Customization ...
... Invoice module as well.
Step by step fix:
Login to ZohoCRM, go to Setup
Under "Customization", select "Modules and Fields"
Click on "Organize Modules"
Enable "Invoices" (by ticking the box and ...
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 ...
... Update"]
JSON Payload [Multi Line]
2. Joel's first Cheat: If your client has ZohoCRM, let's use a CRM REST Function
Granted this only works if you have a CRM connected to your Zoho Creator:
Log-i ...
... Records via API
I won't go into detail on how to set up your own connection as I have elsewhere on my website, but to use in an invokeUrl here's a quick overview:
ZohoCRM > Setup > Developer Space > Connections ...
... through subform
for each row in r_CreatorQuoteDetails.Attachments
{
//
// attach to ZohoCRM
r_AttachCRM = zoho.crm.attachFile(v_CrmSoModule,v_CrmSoID,row.Upload_File);
//
// ...
... it this way apparently. So setup a Zoho Oauth connector (see the end of this article if you don't know how), I'm going to call mine myZohoConnector, with the scope:
ZohoCRM.settings.fields.READ
Then ...
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