Zoho Books: Generate Bank Text File for Downloadhttps://www.joellipman.com/articles/crm/zoho/zoho-books-generate-bank-text-file-for-download.html

02 October 2023 r_Attachment = invokeurl [ url: "https://www.zohoapis.com/books/v3/bills/" + 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()...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM/Creator - Common Errors & Gotchashttps://www.joellipman.com/articles/crm/zoho/zoho-crm-creator-common-errors-gotchas.html

06 February 2020 is not true in my case. This is my invokeUrl: v_DataEndpoint = "https://inventory.zoho.com/api/v1/items?organization_id=123456789"; r_Response = invokeurl [ url :v_DataEndpoint type :POST parameters:m_CreateRecord headers:m_Header ]; Solution: My...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://www.joellipman.com/articles/crm/zoho/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

14 February 2022 (eg. "2022-01" - or whichever is the latest stable version) Location ID if you know it, otherwise leave blank (eg. "123456789") Location Code if you know it (eg. "GB") Get access to the Shopify Admin Interface: Request access to the Shopify store owner...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Inventory: Mark a package slip as delivered and shippedhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-mark-a-package-slip-as-delivered-and-shipped.html

14 July 2022 ZohoInventory.shipmentorders.READ // // init (put your own ZohoBooks/ZohoInventory Org ID v_BooksOrgID = 123456789; // // check the form was ticked and there is a package ID specified if(input.Mark_as_Complete && input.Zoho_Package_ID != "") {...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://www.joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

18 September 2023 the code used in a workflow triggered within ZohoCRM when a Quote is created or modified: // // initialize v_BooksOrgID = 123456789; v_BooksCustomerID = 0; m_CreateEstimate = Map(); l_CrmBillingAddress =...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://www.joellipman.com/articles/crm/zoho/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

04 November 2024 code (amend the org ID and connection name): // // initialize b_ValidResponse = false; v_EstimateID = "-"; v_OrgId = "123456789"; v_Output = "Unable to process request"; // // evaluate v_Intent = ifnull(input.p_Intent,"-"); v_QuoteRef =...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho People: Get Performance Records over APIhttps://www.joellipman.com/articles/crm/zoho/zoho-people-get-performance-records-over-api.html

18 September 2025 be in the "Organization Settings" Your Org ID is in the URL as the last number after the slash /org-details/###### (eg. "123456789") Note this down for later use Create a connection to Zoho Analytics: Above the function in Zoho People > Connections >...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *