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Assuming create is required, the following 217 results were found.

  1. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

    A noteworthy article in my opinion on how to send a CRM quote record using a template the customer created from a button. Why? Yes you can do this already by going to the record, clicking on the ellipsis or three horizontal dots button in the top right...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. 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

    the applicable Scope(s): eg. ZohoSign.documents.ALL,ZohoSign.templates.ALL (possibly incl. ZohoSign.account.ALL) Click on "Create" You now have about 3 minutes to do the following step (repeat this step if you fail) STEP 3: GENERATE A REFRESH TOKEN For...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. 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

    to generate a dataset using Zoho's ANSI-SQL queries to generate the margins of each invoice in ZohoBooks. Why? We need to create a profits/losses dashboard in Zoho Analytics as we can't control the out-of-the-box PNL report that comes with Zoho Books....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. ZohoCRM: Import Attachmentshttps://www.joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

    of the user who owns the attachment. Modified By Id: This is a "zcrm_" prefixed ID of the user who modified the attachment. Created By Id: This is a "zcrm_" prefixed ID of the user who created the attachment. Created Time: This is the created time of...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

    { edges { node { id price sku barcode inventoryQuantity inventoryItem { id } product { id title handle status createdAt publishedAt updatedAt } updatedAt } cursor } pageInfo { hasNextPage } } } The Deluge Code So this is a Zoho Creator function that I'm...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. ZohoAnalytics: Pivot Campaigns vs Contactshttps://www.joellipman.com/articles/crm/zoho/zohoanalytics-pivot-campaigns-vs-contacts.html

    ( MAX(t1."Member Status") FOR t1."Campaign Name" IN ( "Campaign 1","Campaign 2","Campaign 3" ) ) t2 The bigger query: Now create another query (better to refresh the page so that the new table and columns will be available to us): SELECT c."Full Name",...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. ZohoDeluge: Check Shipment Status via DHL APIhttps://www.joellipman.com/articles/crm/zoho/zohodeluge-check-shipment-status-via-dhl-api.html

    Browse to https://developer.dhl.com/user/register to Signup Complete the form with your details > Confirm via Email Create an app as described under Get Access section Click My Apps on the portal website Click on the App you created Note the API Key by...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

    employee record So now we just need to append the following code which loops through the map / associative array we just created and shove this onto every employee's record. My employee record form is called "Staff" and the subform is called "Usual...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho Deluge: Determine if Daylight Savings are in effecthttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-determine-if-daylight-savings-are-in-effect.html

    website but for clients in the US, where there could be 4 different timezones between customer, agent, HQ, server; we would create a separate table to manage this data. I can't do this for every client, so here's a quick snippet to just check if...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Zoho Books: Get Invoice Payment Terms via APIhttps://www.joellipman.com/articles/crm/zoho/zoho-books-get-invoice-payment-terms-via-api.html

    l_InvoiceLineItems.add(m_NewLineItem); } m_InvoiceDetails.put("line_items",l_InvoiceLineItems); // // create or update if(v_BooksInvoiceID != 0) { r_InvoiceSO =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://www.joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

    linked by a custom Sales Order lookup field on the Purchase Order line item. Inputs: salesorder Outputs: Related List Date Created: 2024-07-09 (Joel Lipman) - Initial release Date Modified: ??? - ??? More Information:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. Zoho Deluge: Determine your Statement Execution Limithttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-determine-your-statement-execution-limit.html

    add-on to the subscription plan; we wanted some proof using code. How? We're going to use a quick snippet of some code. So create a function in the Zoho App you are checking, or somewhere you can write some Zoho Deluge code. Note that requesting an...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. Zoho Workdrive: Getting Team Folder IDhttps://www.joellipman.com/articles/crm/zoho/zoho-workdrive-getting-team-folder-id.html

    ]; //info r_TeamFolderInfo; // // ====================== // get list of subfolders by name (creates a timestamped duplicate if exists so need to check if it exists first) //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. 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

    "The One and Only"; v_CompanyURL = "https://www.joellipman.com"; v_LogoURL = v_CompanyURL + "/images/logos/logo.png"; // // create a HTML message to display v_BodyHTML = ""; v_BodyHTML = v_BodyHTML + v_CompanyName +...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-using-remove-key-on-a-map.html

    gives me name and ID; but I want the color code field as well which I only seem to get with an InvokeURL. I'm then going to create a list map of tags and add these to the deal record. The key take-away to remember here is that remove() is a void...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://www.joellipman.com/articles/crm/zoho/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

    change Purpose: Prepares the invoice as a deposit invoice or final balance invoice Inputs: string value Outputs: - Date Created: 2025-03-31 (Joel Lipman) - Initial release Date Modified: ??? - ??? More Information: Any information that may help...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. MacOs: Transcribe Training Video using OpenAI Whisperhttps://www.joellipman.com/articles/apple/macos-transcribe-training-video-using-openai-whisper.html

    a output_audio.mp3 Convert Your MP3 to WAV (mono, 16KHz) ffmpeg -i output-audio.mp3 -ar 16000 -ac 1 -f wav output-audio.wav Create a Python Script to Transcribe from vosk import Model, KaldiRecognizer import wave import json # Use the correct audio...

    • Type: Article
    • Author: Joel Lipman
    • Category: Apple
    • Language: *
Results 201 - 217 of 217

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