Zoho Deluge: Associate/Link an Invoice to a Sales Orderhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-associate-link-an-invoice-to-a-sales-order.html

10 March 2020 info r_Update; Update 2023 If the above doesn't work, consider making an API call to the following endpoint: m_Params = Map(); m_Params.put("invoice_ids", ); m_Params.put("organization_id", ); r_Associate = invokeUrl [ url:...

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

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 type :GET ]; // // Important: use setParamName on the response r_FileDownload.setParamName("attachment"); // // evaluate endpoint of Books API v_AttachUrl = v_BooksAPIBase + "/salesorders/" + v_BooksSoID + "/attachment?organization_id=" + v_BooksOrgID;...

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

Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

28 April 2021 metadata in the linking module: // // used for checking api names and the linking module (not visible via the interface) v_Endpoint = "https://www.zohoapis.com/crm/v8/settings/fields?module=Quotes_X_Users"; r_MetaData = invokeurl [ url: v_Endpoint2...

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

Zoho Creator: Receive JSON via a Shopify Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-json-via-a-shopify-webhook.html

15 July 2021 cheat. How? 1,2,3 steps really. First we're going to set up a Creator form to receive the JSON. Secondly, we'll create the endpoint URL for the webhook. And thirdly, we'll create the Shopify webhook. One alternative that is proposed below is that we are...

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

ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://www.joellipman.com/articles/crm/zoho/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

08 February 2023 { for each r_Data in r_Associated.get("data") { if(!isnull(r_Data.get("id"))) { v_SearchEndpoint = "https://recruit.zoho.com/recruit/v2/Candidates_x_JobOpenings/search?criteria=(CustomModule6_Name:equals:" + v_CandidateZohoID + r_Data.get("id") + ")";...

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

ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

06 March 2023 asc"; // // build up parameters m_Params = Map(); m_Params.put("select_query",v_CoqlQuery); // // invokeurl (note the Zoho endpoint here will depend on your datacenter; .com / .eu) r_Coql = invokeurl [ url :"https://www.zohoapis.eu/crm/v2/coql" type...

• 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 details. You can skip this step if you're not bothered about storing this file on the system. Note that if you use the endpoint to delete the attachment from the bill, it is still stored in the documents directory of Zoho Books. Deleting the file from...

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

Zoho Projects: Get All Eventshttps://www.joellipman.com/articles/crm/zoho/zoho-projects-get-all-events.html

22 July 2024 page display events for this month from ZohoProjects. How? The bit that stumped me was making a call to the Events endpoint as it would just come back with a blank response... The reason it was blank was due to my parameters; the key item to remember is...

• 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 Now we need the webhook added to ZohoSign so that when a document is completed, it tells ZohoCRM. First, let's create an endpoint for the webhook in ZohoCRM: Login to ZohoCRM > Setup > Functions > and hover the mouse over the function you just created...

• 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 say almost impossible. To use other fields that could be sent via the URL as a verification to be checked at the webhook endpoint would be good as well; but I couldn't spend time finding fields that can be 'placeheld', other than what the interface...

• 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 API) v_TokenCrmID = 123456000000789012; r_TokenDetails = zoho.crm.getRecordById("Integrations",v_TokenCrmID); v_DataEndpoint = ifnull(r_TokenDetails.get("Data_Endpoint"),""); v_TenantID = ifnull(r_TokenDetails.get("Tenant_ID"),""); // // get access...

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

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 m_Header.put("Xero-tenant-id",v_TenantID); // // get CRM invoice details v_TaxRateEndpoint = "https://api.xero.com/api.xro/2.0/TaxRates"; r_XeroResponse = invokeurl [ url :v_TaxRateEndpoint type :GET headers:m_Header ]; info r_XeroResponse; l_TaxRates =...

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