Zoho CRM: Updating a CRM record Custom Line Items using API v7https://www.joellipman.com/articles/crm/zoho/zoho-crm-updating-a-crm-record-using-api-v7.html

18 December 2024 Showing Off Just a note here for myself where using invokeAPI over invokeURL: // // retrieve record details r_SoDetails = invokeapi [ service :zohocrm path :"/crm/v7/Sales_Orders/" + p_SalesOrderID type :GET connection:"zcrm" ]; l_SoDetails =...

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

Zoho CRM & Zoho Books: Get SalesPersonshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-salespersons.html

30 August 2021 case one day I figure it out: // init m_CreateSO = Map(); v_SalesPersonID = ""; // // eval v_BooksOrgID = 12345678901; r_SoDetails = zoho.crm.getRecordById("Sales_Orders",p_SoID); // // check if owner and get matching salesperson ID...

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

ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.https://www.joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

22 September 2021 your own organization ID for Zoho Books) v_BooksOrgID = 20210922122; m_BooksCreateSO = Map(); // get CRM record details r_SoDetails = zoho.crm.getRecordById("Sales_Orders", 012345678901234567); // build up your map to send to ZohoBooks to create the...

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

Zoho CRM & Zoho Books: Get Books Currency and Tax IDshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-books-currency-and-tax-ids.html

24 September 2021 r_Tax.get("tax_id")); } info m_Taxes; // // set Tax ID for a sales order line item l_LineItems = List(); r_SoDetails = zoho.crm.getRecordById("Sales_Orders",0123456789012345678); for each r_LineItem in r_SoDetails.get("Product_Details") { m_LineItem =...

• 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 } info m_PaymentTerms; // // --------------------------------- // get sales persons m_SalesPersons = Map(); /* r_SoDetails = zoho.crm.getRecordById("Sales_Orders",p_SoID); v_CRMOwnerID = r_SoDetails.get("Owner").get("id"); v_Filter = "crm_reference_id="...

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