Zoho Creator: Add a subform while creating a recordhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-add-a-subform-while-creating-a-record.html

14 July 2021 123456789012345678); // // transform variables for main record v_QuoteName = ifnull(r_QuoteDetails.get("Name"),"Test Quote"); if(!isNull(r_QuoteDetails.get("Contact_Name"))) { r_ContactDetails = zoho.crm.getRecordById("Contacts",...

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

Zoho CRM: Permission Denied for Quote Conversion Mappinghttps://www.joellipman.com/articles/crm/zoho/zoho-crm-permission-denied-for-quote-conversion-mapping.html

02 September 2021 Mapping" Map your fields that you want and click on "Save" Re-click on "Organize Modules" and disable the "Invoices" module. Test converting a quote to a sales order and check the fields mapped correctly. Source(s): the amazing Zoho Support team

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

Zoho Creator / eBay: Get all Active Productshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-ebay-get-all-active-products.html

13 October 2021 / active products Date Created: 2021-10-13 (Joellipman.com - Joel Lipman) - Initial release More Info: - API Explorer Test Tool: https://developer.ebay.com/DevZone/build-test/test-tool/default.aspx?index=0&env=production&api=trading - GetMyeBaySelling...

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

Zoho Creator: Public URL of an Image field / Upload to Shopify APIhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-public-url-of-an-image-field-upload-to-shopify-api.html

17 October 2021 as follows): curl -d '{"image":{"position":1,"attachment":"/9/R0lGODlhbgCMAPf......... Q7PCAAOw==\n","filename":"my_test_photo.jpg"}}' -X POST "https://your-development-store.myshopify.com/admin/api/2021-10/products/9876543210987/images.json" \ -H...

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

Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

21 October 2021 and attach r_DownloadResponse = zoho.writer.mergeAndDownload(v_TemplateID,"pdf",m_MergedData,"ab_writer"); v_Filename = "My Test Document"; r_DownloadResponse.setFileName(v_Filename + ".pdf"); r_AttachResponse =...

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

Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-text-sms-using-twilio-api-localsense.html

16 December 2021 number (dialing/texting to) v_CustomerNumber = "+15558675310"; // // the message we want to send v_Message = "This is a test text"; // // build up the endpoint (see https://www.twilio.com/docs/usage/requests-to-twilio#http-methods for latest endpoint)...

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

ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://www.joellipman.com/articles/crm/zoho/zohocrm-xero-real-time-invoices-receive-webhook.html

10 January 2022 server (my example here is a LAMP server): Complete webhook setup by passing 'Intent to receive' required stage. Xero will test both a valid and invalid signed webhook. So I'm going to cheat, by setting up a PHP script on a server we own to return a 200...

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

Zoho Creator: eBay: Get Item Transactionhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-ebay-get-item-transaction.html

22 January 2022 item transaction per item ID Date Created: 2022-01-22 (Joellipman - Joel Lipman) - Initial release More Info: - API Explorer Test Tool: https://developer.ebay.com/DevZone/build-test/test-tool/default.aspx?index=0&env=production&api=trading -...

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

Zoho CRM: Template: Empty Space between Header and Line Itemshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-template-empty-space-between-header-and-line-items.html

03 February 2022 the "" tag under "OrderedItems" class the code: style="page-break-inside:avoid; page-break-after:auto" Click on "Insert" and test!

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

Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

17 August 2022 workflow was triggered and ran this function sendmail [ from :zoho.adminuserid to :"info@joellipman.com" subject :"Client Test: ZB: Payment Received for Invoice " + v_InvoiceRef message :"Workflow was executed and function ran: Balance: " + v_BalanceDue...

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

ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://www.joellipman.com/articles/crm/zoho/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html

17 October 2022 // // to send this as an email as well sendmail [ from :zoho.adminuserid to :"info@joellipman.com" subject :"ZohoSign Test - Request: " + v_RequestId + " - Document: " + v_DocumentId message :"Please find attached your requested document(s)" Attachments...

• 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 record with just the name field (placed at top of request) and comment out the other fields from the rest of the request to test. Once you have successfully created a record using only the name field (no underscores - as displayed on the record),...

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

Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://www.joellipman.com/articles/crm/zoho/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

13 February 2023 } // // add the answer text to the response map m_Response.put("text", v_Answer); // // output return m_Response; Even in test mode or simply starting a Cliq conversation will now yield something like the following: Additional For every chat message,...

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

Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

20 February 2023 } } }"; } //info v_GraphQl; // // query using GraphQL m_GraphQl = Map(); m_GraphQl.put("query",v_GraphQl); // // Let's test with this GraphQL query r_GetProductVariants = invokeurl [ url :v_Endpoint type :POST parameters:m_GraphQl.toString()...

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

ZohoDeluge: Get All eBay Orders Given a From and Till Datehttps://www.joellipman.com/articles/crm/zoho/zohodeluge-get-all-ebay-orders-given-a-from-and-till-date.html

28 February 2023 and till date Date Created: 2023-02-28 (Joel Lipman) - Initial release Date Modified: ???? - ??? More Info: - API Explorer Test Tool: https://developer.ebay.com/DevZone/build-test/test-tool/default.aspx?index=0&env=production&api=trading -...

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

ZohoCRM: Get All eBay Active Listingshttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-all-ebay-active-listings.html

01 March 2023 active listings Date Created: 2023-03-01 (Joel Lipman) - Initial release Date Modified: ???? - ??? More Info: - API Explorer Test Tool: https://developer.ebay.com/DevZone/build-test/test-tool/default.aspx?index=0&env=production&api=trading -...

• 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 and query order line item IDs (ErrCode: 21917182) - Modified to check that there are some orders. More Info: - API Explorer Test Tool: https://developer.ebay.com/DevZone/build-test/test-tool/default.aspx?index=0&env=production&api=trading - GetOrders...

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

ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://www.joellipman.com/articles/crm/zoho/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

27 April 2023 ticks purchase information and track inventory. - Issue on create that shipment is not created. More Info: - API Explorer Test Tool: https://developer.ebay.com/DevZone/build-test/test-tool/default.aspx?index=0&env=production&api=trading -...

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

Zoho CRM: Change System Field Lengthhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

19 June 2023 on the field we want to change, saving it, then returning the "Lead Conversion Mapping" page, mapping it, and then testing by converting a lead to a deal. Actions Login to ZohoCRM > Setup > Modules and Fields Click on the "Deals" module (or whichever...

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

Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

16 October 2023 Using the CS IDE Run: This can't run ZDK Apps.CRM.Users (this can't read any module)... Simply save the above code and test it using the CRM and not the IDE.

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