ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://www.joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

09 July 2024 to send m_Header = Map(); m_Header.put("ZANALYTICS-ORGID",v_ZA_OrgID); m_Params = Map(); m_Params.put("responseFormat","json"); // note how criteria column is denoted by double-quotes and a value is by single-quotes. m_Params.put("criteria","\"SO...

• 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 invokeUrl [ url: v_EndpointPortals type: GET connection: "my_projects_connection" ]; info r_Portals; // // once we check the JSON, we can select a portal name and ID, this avoids the need of using up an API request to get the portal v_PortalName =...

• 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 button. Using ZohoFlow or other Zoho app for a webhook response, would result in the end customer suddenly downloading a JSON file. Looked a bit suspicious. The code below opens a new tab in their web-browser displaying a plain output message. How? So...

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

Zoho CRM Client Script: Map Quote to Invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-client-script-map-quote-to-invoice.html

09 October 2025 + o_QuoteDetails.id + ")"); // convert to a usable array var a_QuotedSalesOrders = typeof a_QuotedSalesOrders === "string" ? JSON.parse(a_QuotedSalesOrders) : a_QuotedSalesOrders || []; // set first valid sales order ID var v_FirstSalesOrderID = null;...

• 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 // set header m_Header = Map(); m_Header.put("Authorization","Bearer " + v_AccessToken); m_Header.put("Accept","application/json"); m_Header.put("Xero-tenant-id",v_TenantID); // // get Xero invoices (page 1 - first 100 - default order is updated date...

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