ZohoCRM & Xero: Function to pull most recent quoteshttps://www.joellipman.com/articles/crm/zoho/zohocrm-xero-function-to-pull-most-recent-quotes.html

13 October 2025 from my previous article ZohoCRM & Xero: Function to pull most recent invoices - along with their Contacts and Items (accounts/contact & products respectively). Why? This took me so much longer than I thought it would. It was meant to be based on the...

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

Google Drive API v3 - OAuth2 using Service Account in PHP/JWThttps://www.joellipman.com/articles/google/google-drive-oauth-using-service-account-in-php.html

02 February 2019 This is an article explaining the code needed to write a PHP script which generates an access token for a service account which in turn is used to list files in a team's Google Drive. This is very different to my code for OAuth when attended: Google...

• Type: Article
• Author: Joel Lipman
• Category: Google
• Language: en-GB

ZohoDeluge: eBay marketplace account deletion/closure notificationshttps://www.joellipman.com/articles/crm/zoho/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

13 March 2025 Developers Program applications when a user has requested the deletion of their personal data and closure of their eBay account. This article explains the process third-party developers must follow to subscribe to, receive, respond to, and validate...

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

ZohoCRM & Xero: Function to pull most recent invoiceshttps://www.joellipman.com/articles/crm/zoho/zohocrm-xero-function-to-pull-most-recent-invoices.html

09 October 2025 future when I get this request again. The additional benefit of having this template is that it includes creating contacts, accounts, and products on-the-fly as well as recording payments and checks as to which record is more up to date between ZohoCRM...

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

Windows Live Mail Error ID: 0x8DE00005https://www.joellipman.com/articles/microsoft/windows-os/windows-live-mail-error-id-0x8de00005.html

14 December 2016 quick article on how to update the Microsoft Live Server URL for Hotmail using Windows Live Mail. Well how to deactivate an account and set up a new one in Windows Live Mail. If you used IMAP all along then the new account will have all your mail. The...

• Type: Article
• Author: Joel Lipman
• Category: Windows OS
• Language: en-GB

Zoho Analytics: Determine profits from invoices and purchase ordershttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

03 November 2022 Analytics as we can't control the out-of-the-box PNL report that comes with Zoho Books. We needed a dataset that took into account "Delivery" as a separate line item on the purchase order. I'm writing this article as it had gone through several partners...

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

Zoho Recruit: Rollup Number of Recruit Candidates to CRM Accounthttps://www.joellipman.com/articles/crm/zoho/zoho-recruit-rollup-number-of-recruit-candidates-to-crm-account.html

19 October 2022 modified, and it tallies all the candidates belonging to the same school and updates some number fields on the matched CRM account. Why? For reporting purposes. Although Zoho Analytics can use data imported from both ZohoCRM and ZohoRecruit, it was...

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

Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-text-sms-using-twilio-api-localsense.html

16 December 2021 but you will need to follow these steps to get the credentials: Login to your Twilio console On the dashboard, note the ACCOUNT SID and AUTH TOKEN In the side menu, expand Phone Numbers > Manage > Active numbers Note the number you want to use (they...

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

SSRS External Images don't displayhttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-external-images-dont-display.html

19 September 2011 display alternative placeholding image. Solution #1: Image does not appear within SSRS Configure the Unattended Execution Account: According to Microsoft and Stack Overflow, your reporting server needs to have the "unattended execution account"...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: *

Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

18 August 2025 Zoho and pass the record ID via a button to it, I'm adding it here in case I need to refer to it in future. Why? We have an Accounts module which holds all the companies we deal with in our Zoho CRM. I want our sales team to be able to click on a button...

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

Zoho Deluge - Counting in a Map dataTypehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-counting-in-a-map.html

02 September 2019 codes that will do the same. Why? I'm aiming to automate a process which counts the number of products allocated to an account or in total for a purchase order. Let us assume we have the following in a form/report called "Stock_Upload": RowID Name SKU...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: en-GB

Zoho Creator: Assign an integration field value with an integration valuehttps://www.joellipman.com/articles/crm/zoho/zoho-creator-assign-an-integration-field-value-with-an-integration-value.html

27 July 2021 integration field or even the same integration field, it will return an error Unable to update the value to r_RecordDetails.Account. Line:(442) How? It is written in the documentation albeit difficult to find: an integration field returns an ID as a...

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

Zoho Inventory: Enable Tracking using the APIhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-enable-tracking-using-the-api.html

04 May 2023 But to flesh that out a little more along with setting the other options under "Advanced Tracking" // // get chart of accounts to use r_ChartOfAccounts = invokeurl [ url :"https://books.zoho.eu/api/v3/chartofaccounts?organization_id=" + v_BooksOrgID...

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

Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

06 August 2024 in CRM Date Created: 2024-08-06 (Joel Lipman) - Initial release - Tidied up, removed commented code - Added Email and Account mapping to ZohoSign Document record Date Modified: 2024-08-21 (Joel Lipman) - Creates a recipient and event record in CRM More...

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

Quadcopter App with Flight Restrictions (JQA)https://www.joellipman.com/component/content/article/quadcopter-app.html?catid=40

24 October 2014 to film or fly. I wanted it to display the flight restrictions of the area and any other hazards I might need to take into account. Other apps I found only covered the USA, this one I wrote covers the world and can be added to really easily. It works by...

• Type: Article
• Author: Joel Lipman
• Category: Product Documentation
• Language: *

ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://www.joellipman.com/articles/crm/zoho/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

27 April 2023 Zoho Apps. Prerequisites: Setup a connection called "joel_books" that has the necessary scopes to view taxes and chart of accounts Setup a connection called "joel_inventory" that has the necessary scopes to do everything under the sun Setup a function...

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

Zoho CRM: Get Unique Values of a Text Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-get-unique-values-of-a-field.html

08 October 2021 } ], "info": { "count": 3, "more_records": false } } Amazing! Let's go one further for a lookup field, in this case the account name field on the quotes record: // // build up COQL query v_CoqlQuery = "select Account_Name.Account_Name from Quotes where...

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

Zoho Analytics: Create a Monitoring System with Imageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-create-a-monitoring-system-with-images.html

25 July 2024 ) ) AS "Status" FROM "Accounts" ORDER BY "Modified Time" DESC /**** Pseudo: Select Modified Time of Record If Modified Time is greater than yesterday's date (today) Use URL of the image representing OK Else If Modified Time is greater than 5 days ago...

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

Zoho Survey: Zoho CRM Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-survey-zoho-crm-webhook.html

01 October 2025 email Date Modified: 2025-10-06 (Joel Lipman) - Clients wants a public URL for Survey: Need this webhook to create contact/account on-the-fly if needed. More Information: Within Zoho Surveys, configure the webhook to return the Response ID, Email, and...

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

GDPR Privacy Policyhttps://www.joellipman.com/static-items/gdpr-privacy-policy.html

14 February 2019 product listings, descriptions, or prices; Any derivative use of this site or its contents; Any downloading or copying of account information for the benefit of another merchant; or Any use of data mining, robots, or similar data gathering and...

• Type: Article
• Author: Joel Lipman
• Category: Static Items
• Language: *