Zoho Deluge: Setup an API Connection for InvokeURLhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-setup-an-api-connection-for-invokeurl.html

12 August 2020 Client Name: put something descriptive so it is easy to identify if the client has 3rd-parties adding clients. eg. "JoelLipman_BooksConnector". Homepage URL: put our corporate website URL, this is for developers who need to query what this app belongs...

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

Zoho Creator/Deluge: Calculating with Timezone Offsethttps://www.joellipman.com/articles/crm/zoho/zoho-creator-deluge-calculating-with-timezone-offset.html

07 December 2021 = v_ResultInformation.concat(" "); input.Note_BookedTimeSelection = v_ResultInformation; Source(s): Joel Lipman: Zoho Deluge: Generate List of TimeZones Joel Lipman DataSources: Time zones supported by Zoho (MS Excel file) Wikipedia: Daylight saving...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
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Zoho Deluge: Calculate start and end of Daylight Savings Timehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-calculate-start-and-end-of-daylight-savings-time.html

07 December 2021 correctly. I use these to store the values in a table that can be double-checked at a later date. Source(s): Joel Lipman: Zoho Deluge: Generate List of TimeZones Joel Lipman DataSources: Time zones supported by Zoho (MS Excel file) Wikipedia: Daylight...

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

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

16 January 2023 as well as rename the files to unique filenames. ; ; Language: English ; Platform: Microsoft Windows 11 ; Author: Joel Lipman ; Version: 1.0 ; Description: This program will generate a clean Attachments.zip and its Attachments.csv to upload to Zoho....

• 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 is modified Purpose: Associates Job Openings with a Candidate when their record is modified. Date Created: 2023-02-02 (JoelLipman.com - Joel Lipman) - Initial release Date Modified: ????-??-?? (??? - ???) -...

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

ZohoBooks: Stripe Terminal Integrationhttps://www.joellipman.com/articles/crm/zoho/zohobooks-stripe-terminal-integration.html

16 March 2023 release - Reads Books Invoice and sends the amount to the reader for a payment atempt Date Modified: 2023-02-24 (Joel Lipman) - If custom field "Amount To Be Taken" is not greater than zero, then defaults to balance due of invoice. More Information:...

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

ZohoDeluge: Check Shipment Status via DHL APIhttps://www.joellipman.com/articles/crm/zoho/zohodeluge-check-shipment-status-via-dhl-api.html

21 March 2023 DHL for tracking information about a shipment and returns the status code (eg. "delivered") Date Created: 2023-03-21 (Joel Lipman) - Initial release Date Modified: 2023-03-21 (Joel Lipman) - ??? More Info: - DHL Developer Portal:...

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

Zoho Deluge: Get All Orders from eBayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-all-orders-from-ebay.html

29 March 2023 /* Function: fn_GetEbayOrders() Purpose: Queries eBay for all orders for a specified year Date Created: 2023-03-29 (Joel Lipman) - Initial release Date Modified: 2023-03-29 (Joel Lipman) - Added in ability to list errors and query order line item IDs...

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

Zoho Books: System Values Mapshttps://www.joellipman.com/articles/crm/zoho/zoho-books-system-values-maps.html

07 November 2023 Taxes, Currencies, Payment Terms, Sales Persons, and Nominal Accounts Inputs: - Outputs: - Date Created: 2021-09-24 (oel Lipman) - Initial release Date Modified: 2024-05-21 (Joel Lipman) - Change of API domain from https://books.zoho.com to...

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

ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://www.joellipman.com/articles/crm/zoho/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

05 December 2023 WorkDrive.teamfolders.ALL, WorkDrive.links.ALL, WorkDrive.DataTemplates.READ Date Created: 2023-12-05 (Joel Lipman) - Initial release - Uploads an image to workdrive and returns the public link Date Modified: ??? - ???...

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

ZohoCreator: Basic Widget with Zoho Datahttps://www.joellipman.com/articles/crm/zoho/zohocreator-basic-widget-with-zoho-data.html

14 March 2024 Company Name - Quote Builder Hi You have 0 Pending Quotes You have 0 Previous Quotes Get a New Quote! © 1999 Joel Lipman Ltd. All Rights Reserved the JavaScript These are the contents of main.js and is working at time of print: // Start with Zoho SDK...

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

ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://www.joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

14 May 2024 Dan Inputs: The Lead Record ID Outputs: A task with a daily reminder until after 3 reminders Date Created: 2024-05-13 (Joel Lipman) - Initial release Date Modified: 2024-05-14 (Joel Lipman) - After the 3rd reminder (3 days overdue) then assign to Dan...

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

Zoho Creator: Input Color Pickerhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-input-color-picker.html

14 October 2024 when the record is loaded up (existing record), it will have the color already displayed in the button: Source(s): Joel Lipman - Zoho Creator: Radio group into Calendar Carousel Joel Lipman - Zoho Deluge: Convert Hex to RGB

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

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

13 March 2025 Workflow Inputs: String crmAPIRequest (Webhook) Outputs: JSON String crmAPIResponse Date Created: 2025-03-13 (Joel Lipman) - Initial release Date Modified: 2025-03-13 (Joel Lipman) - Validated Webhook - Send email to client More Info:...

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

ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://www.joellipman.com/articles/crm/zoho/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

06 May 2025 pipeline given a deal record id Inputs: Deal Record ID Outputs: the value of the pipeline Date Created: 2025-05-06 (Joel Lipman) - Initial release Date Modified: ??? - ??? *******************************************************************************...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• 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 Inputs: string crmAPIRequest (webhook request from Zoho CRM) Outputs: - Date Created: 2025-08-15 (Ascent Business - Joel Lipman) - Initial release - Testing auth and connection Date Modified: 2025-08-15 (Ascent Business - Joel Lipman) - Separated...

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

Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pageshttps://www.joellipman.com/articles/crm/zoho/zoho-survey-zoho-analytics-query-to-generate-individual-responses-and-grouped-pages.html

25 September 2025 Purpose: Extracting a chart from Zoho Analytics Inputs: The CRM contact record Outputs: - Date Created: 2025-09-25 (Joel Lipman) - Initial release Date Modified: 2025-09-29 (Joel Lipman) - Deletes existing images in the image upload field More...

• 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 Analytics into the corresponding Zoho CRM record. Inputs: String crmAPIRequest Outputs: - Date Created: 2025-09-19 (Joel Lipman) - Initial release - Identifies a survey by email Date Modified: 2025-10-06 (Joel Lipman) - Clients wants a public URL for...

• 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 / On-Demand Purpose: Function used to map Xero tax rates to Zoho ones Inputs: - Outputs: - Date Created: 2025-10-13 (Joel Lipman) - Initial release Date Modified: ??? - ??? More Information: Ensure that all possible tax rates in Xero match those in...

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

CSV Chart Generatorhttps://www.joellipman.com/component/content/article/csv-chart-generator.html?catid=40

04 September 2015 Originally dubbed EventViewer Chart Generator. As the name suggests, I was looking for a free program that can take an exported CSV list from a standard MS Windows eventlog or eventviewer log and generate a chart from the data. What my program does is...

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