Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

15 May 2020 tab "Zoho Finance". There is a lag/delay in the synchronization of Zoho Books to Zoho CRM and vice-versa. Annoyingly the attachment does not appear to be included in any sync... This method would be enough if the action was instantaneous and the...

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

ZohoCRM: Import Attachmentshttps://www.joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

16 January 2023 we are going to document how to import files associated to CRM Contact records. There's first the preparation of an "Attachments.csv" file that needs the correct values in each column and the "Attachments.zip" containing the files to attach that needs...

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

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 number is returned from being attached File is opened in a new tab/window to trigger downloading. File is deleted from attachments based on its identifying number (allows other attachments to remain intact) Generate the file The code here is a cut down...

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

Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

11 March 2022 A super quick article on how to download an attachment from CRM and upload to a "file upload" field in Creator. Why? My use case here is that we are creating a Creator app that will show the attachments on a CRM contact record (and be clickable). The...

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

ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

05 December 2023 A quick article with the code to download image attachments from a Zoho Ticket and then to upload the attachment to Zoho Analytics. Why? First of all, we couldn't find how to sync attachments from ZohoDesk to ZohoAnalytics using the integration. Other...

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

Zoho Creator: Public URL of an Image field / Upload to Shopify APIhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-public-url-of-an-image-field-upload-to-shopify-api.html

17 October 2021 m_Params = Map(); m_SubParams = Map(); m_SubParams.put("position", 1); m_SubParams.put("attachment", v_EncodedImg); m_SubParams.put("filename", v_Filename); m_Params.put("image", m_SubParams); // v_Endpoint = v_ShopifyURL + "/admin/api/" +...

• 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 Send it for your end-user to complete and sign it This comes back to a section called "ZohoSign Documents", download the attachment Go back to the contact record, and upload the file to the attachment... Some customers say this is unworkable and takes...

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

Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)https://www.joellipman.com/articles/crm/zoho/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

02 February 2021 app to be able to download this file. How? The trick to doing this is that actually you have to treat it as an attachment. As you may already know, when you queried CRM for that field, you received a JSON response somewhat similar to the following: //...

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

MacOs: Transcribe Training Video using OpenAI Whisperhttps://www.joellipman.com/articles/apple/macos-transcribe-training-video-using-openai-whisper.html

23 June 2025 to download videos from a session on TrainerCentralSite.com. How? OpenAI's ChatGPT doesn't like more than a 500Mb file attachment; and no more than 10 files at a time. I have a 1.5 Gb video which has a duration of 5.5 hours. I struggled with this and...

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

Zoho Creator: Get Images in Report to be Exported to PDFhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

26 January 2024 product; using website form or chat. Customer can upload or send to agent to upload to a Zoho Desk support ticket as an attachment. The ticket will appear in a Quality Control report in Zoho Creator Staff can access the report via Zoho Creator and...

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

Outputting PHP files into different file formatshttps://www.joellipman.com/articles/web-development/php/outputting-php-files-into-different-file-formats.html

12 February 2010 the script to do that instead. PHP to TXT header('Content-Type: text/plain; charset=utf-8'); header('Content-Disposition: attachment; filename=foo.txt'); echo 'contents of file'; PHP to XLS $export_file = "my_name.xls"; ob_end_clean();...

• Type: Article
• Author: Joel Lipman
• Category: Personal Home Page
• Language: en-GB

Zoho Deluge: Generate and Send a CSV via Emailhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-generate-and-send-a-csv-via-email.html

16 June 2021 A super quick article to remind me how to generate and send a CSV as an attachment to an email. Why? Because I often get casually asked "oh and can you archive the data and email it to me every month"... How? Rather than just babble on about it, here's...

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

Zoho CRM: Upload a Product Photo using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-upload-a-product-photo-using-deluge.html

27 September 2021 CRM record. How? So we have to do the usual which is download the photo using invokeUrl then we set the paramname not to attachment but to file. We then use another invokeUrl to upload the photo to CRM: // init v_AppOwner = "joel_the_awesomest";...

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

Zoho CRM & Zoho Inventory: Upload Image to Item Record using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-inventory-upload-image-to-item-record.html

21 June 2022 request passed is not valid."} The .setParamName() function is setting the data type to probably file or attachment when it should be image.

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

ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://www.joellipman.com/articles/crm/zoho/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html

17 October 2022 "/pdf" type :GET headers:m_Header ]; // if this doesn't work, enable one of the following 2 lines //r_File.setParamName("attachment"); //r_File.setParamName("file"); r_File.setFileName(v_DocumentName); r_Attach =...

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