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 // // create the task in CRM r_NewResp = zoho.crm.createRecord("Tasks",m_NewTask, m_Blank, "systemcrm"); // // output response of task creation from CRM info r_NewResp; Step 2: Setup workflow to escalate after 4 days: No code here necessary, this...

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

Zoho Analytics & Zoho People: Monitor DataSource Sync https://www.joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

02 July 2024 = invokeurl [ url :v_Endpoint type :GET headers:m_Header connection:"my_connection" ]; //info r_Analytics; // // parse response if(r_Analytics.get("status") == "success") { m_ResponseData = ifnull(r_Analytics.get("data"),Map()); l_DataSources =...

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

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

09 July 2024 // build up request 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....

• 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 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 that status is a mandatory field and it can either be...

• 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 the Zoho Sign Template with the pre-filled fields to the desired recipient/ recipients r_SignResponse = zoho.sign.createUsingTemplate(v_TemplateID,m_Parameters); // info r_SignResponse; // // get request and document IDs r_SignTemplate =...

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

ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoicehttps://www.joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-api-half-a-cent-or-penny-off-when-creating-an-invoice.html

20 March 2025 enable an option to round via API with a 10th of a penny/cent or less. After creating or updating the invoice, add in the response line something like the following: //... UPDATE INVOICE r_UpdateBooksInvoice =...

• 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 r_DealDetails = ZDK.Apps.CRM.Functions.execute("fn_Deals_RetrievePipeline", {"p_DealID": v_ThisRecordID}); // Parse the response to retrieve just the pipeline value (returned string) var v_DealPipeline = r_DealDetails._details.output; // set all tabs to...

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

ZohoBooks: Broken UK Banking Feedhttps://www.joellipman.com/articles/crm/zoho/zohobooks-broken-uk-banking-feed.html

16 October 2025 feed for a while but at some point simply stopped working. How? First let's go through a resolution and get the official response on what impact this has on refreshing the token. Then I'll put all my notes I made along the way. When a Zoho Books bank...

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