Knowledge base / Since 1999
Advanced
search
Practical notes on CRM development, automation, APIs and everyday IT.
Browse all notes71 results
Zoho Books: Change a Purchase Order's Delivery Address over API
... se order must already exist. v_BooksApiDomain = "https://www.zohoapis.eu"; v_BooksOrgId = "YOUR_ORGANIZATION_ID"; v_ZB_PO_ID = "YOUR_PURCHASEORDER_ID"; // Build the delivery address using your own values. m_ZB_POShipping = Map(); m_ZB_POShi ...
Zoho Billing: Workflow does not exist!
... ng of Zoho Subscriptions to Zoho Books or before a change in the APIs; somewhere along the way it got corrupted. The original automation followed this route: Zoho Billing invoice created -> Expected custom function did not run -> No request ...
Zoho CRM: Add and Update Products from Zoho Analytics Discrepancies
... ery Tables and directs those requests to its asynchronous export APIs. See the restrictions in Export Data. 2. Prepare the expected columns My query produces one row per product requiring action. Match products using a stable unique key, su ...
Zoho Analytics: Sync with Unleashed over API
... ete=true&orderBy=CreatedOn&pageSize="+p_PageSize+"&sort=desc"; v_ApiSignature = zoho.encryption.hmacsha256 ( v_ApiKey, v_Params, "base64" ); return v_ApiSignature; } The parameter order is important. The string used to generate the signatur ...
Zoho Books: getRecordsByID
... id JSON Format String r_Item = invokeurl [ url: "https://www.zohoapis.eu/books/v3/items/"+item.get("item_id")+"?organization_id="+organization.get("organization_id") type: GET connection: "ab_books" detailed: true ]; info "This Item: " + r_ ...
Zoho Books: Attach a document to a bill using Deluge / REST API
... ent as a file f_DocumentFile = invokeurl [ url :"https://www.zohoapis.eu/books/v3/documents/" + v_DocumentID + "?organization_id=" + v_OrgID type :GET connection:"zb_doc_get" ]; // // 2. Prep binary for request m_File = {"paramName":"attach ...
ZohoCRM & Xero: Function to pull most recent quotes
... et Zoho tax rates r_TaxRates = invokeurl [ url :"https://www.zohoapis.eu/crm/v8/org/taxes" type :GET connection:"ab_crm" ]; r_OrgTaxes = ifnull(r_TaxRates.get("org_taxes"),Map()); l_TaxRates = ifnull(r_OrgTaxes.get("taxes"),List()); // for ...
ZohoCRM & Xero: Function to pull most recent invoices
... lueprint"}); r_UpsertInvoice = invokeurl [ url :"https://www.zohoapis.eu/crm/v8/Invoices/upsert" type :POST parameters:m_Data.toString() connection:"ab_crm" ]; if(b_Debug) { info "Upserting Invoice: " + m_ThisInvoice.get("InvoiceNumber"); i ...
Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pages
... -to-merge-subform-fields-and-image-field-via-zoho-writer-s-merge-apis#Step_5_Pass_Image_Field_Values_in_Merge_API ******************************************************************************* */ // // ------------------------------------- ...
PHP Script: Make your own Thumbnail Generator via API
... field (now hosted by ZohoCreator) v_Endpoint = "https://www.zohoapis.com/creator/v2.1/data"+zoho.appuri+"report/All_Models/"+c_Model.ID+"/Thumbnail_Photo/upload?skip_workflow=[\"all\"]"; r_Upload = invokeUrl [ url: v_Endpoint type: POST co ...
ZohoCRM / Client Script / Canvas: Hide Tab based on Pipeline
... peline = ""; r_RecordDetails = invokeurl [ url :"https://www.zohoapis.com/crm/v8/Deals/" + p_DealID + "?fields=Pipeline" type :GET connection:"zcrm" ]; l_DealData = ifnull(r_RecordDetails.get("data"),List()); for each m_DealData in l_DealDa ...
ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Function
... cord = ZDK.Apps.CRM.Connections.invoke("j_crm", "https://www.zohoapis.com/crm/v7/functions/fn_quotes_getquoteditems/actions/execute", "GET", 1, o_Params, o_Headers); // now parse the output from the function var o_ParsedQuote = JSON.parse(J ...