ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

06 March 2023 How? So taking ideas from my previous article for ZohoCliq; let's use what we know to develop a ZohoZIA for a demo system. There are several steps, so first we will set up the ZIA action "Ask ChatGPT" using the GUI, then we will capture the question...

• 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 2024-05-21 (Joel Lipman) - Revamp of code as per best practices - Correct error: Check and update the code in line 74 as there is a Exception : Value is empty and 'get' function cannot be applied More Information: Navigate to payments, then find pending...

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

ZohoAnalytics: Pivot Campaigns vs Contactshttps://www.joellipman.com/articles/crm/zoho/zohoanalytics-pivot-campaigns-vs-contacts.html

20 March 2023 Sent Myself Walk-In Accepted Sent Invited The catch is that our campaign names are in data rows not individual columns. How? There may be ways of doing this using the GUI and a "Pivot View" report but I always resort to a query when I get confused with...

• 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 by clicking on "Show Key" The deluge function So this function will return the word "delivered" or whatever other statuses there are for a package: /* Function: String fn_DHL_CheckShipmentStatus(string p_TrackingNumber) Purpose: Queries DHL for tracking...

• 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 (Joel Lipman) - Added in ability to list errors and query order line item IDs (ErrCode: 21917182) - Modified to check that there are some orders. More Info: - API Explorer Test Tool:...

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

Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttps://www.joellipman.com/articles/crm/zoho/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

04 May 2023 from a ZohoApp and methods to check. Why? Not sure how I came across it as most of our customers don't use ZohoMail, but there is a Zoho Toolkit to run some checks on the email deliverability for a customer: https://zohomail.tools/#runChecks. How? So...

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

Zoho Deluge: Determine if Daylight Savings are in effecthttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-determine-if-daylight-savings-are-in-effect.html

03 July 2023 confirm this works. Why? I've covered this before in a fair few articles on this website but for clients in the US, where there could be 4 different timezones between customer, agent, HQ, server; we would create a separate table to manage this data. I...

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

Zoho Books: Get Invoice Payment Terms via APIhttps://www.joellipman.com/articles/crm/zoho/zoho-books-get-invoice-payment-terms-via-api.html

06 July 2023 } else { r_InvoiceSO = zoho.books.createRecord("invoices",v_BooksOrgID,m_InvoiceDetails,"abzohobooks"); } Note(s): There are 2 other payment terms which is by setting payment terms to 0 which will result in a "Due on Receipt"....

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

Zoho Deluge: Proper Case for Nameshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-proper-case-for-names.html

13 July 2023 Case in T-SQL which I had previously used for the migration of a HR system. This is intended to work using Zoho Deluge. How? There are a number of combinations that I won't have thought of but the below code sufficed for my current task, common English...

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

Zoho Creator: Sendmail a list of attachmentshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-send-mail-a-list-of-attachments.html

20 July 2023 Why? This came up during a call with another developer and it occurred to me that perhaps this isn't clearly documented. But there are tips found across the web just not specifically addressing this. How? Here is the code for a test function which...

• 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 from CRM, they want CRM to include this rich signature (different per user) at the bottom of the email message. How? So there are a few issues with displaying images which would have other solutions, such as hosting the images on a web-server, or...

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

ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

05 December 2023 to ZohoDesk > Setup > Developer Space > API Scroll to the bottom of the page and you should see the 11-digit number "OrgId" there Note this down for later use Get the ZohoAnalytics Org ID: Login to ZohoAnalytics and ensure you are at the "Home" level...

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

ZohoCreator: Using .toFile and Uploading to a Creator fieldhttps://www.joellipman.com/articles/crm/zoho/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

25 March 2024 in the same function. I've split it out to explain parts but otherwise it is intended to be all in the same function as there are references to some variables in earlier snippets of code on this page. Error(s): 2945: UPLOAD_RULE_NOT_CONFIGURED Was...

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

Zoho Deluge and Wordpress/WooCommerce API: Get All Productshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-and-wordpress-woocommerce-api-get-all-products.html

15 April 2024 key) Zoho Deluge Here's the code to retrieve all the product categories. We need this to get the count of all products (if there's another way, I'd love to hear it). We don't have more than 100 product categories so we'll just to page 1 but specifying...

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

Zoho Webhooks & Shopify API: Keep Disappearinghttps://www.joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

22 April 2024 it after creating the function so that you can enable the REST API endpoint of it. This will need to be triggered whenever there is an update to the order (especially when tracking details are changed on the order). /*...

• 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 past and "Open" are events in the future. The "is_open" in tasks is misleading and cannot be used in the request for events. There are hardly any parameters you can send to. Here's some code to get the last 50 events: // //...

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

Zoho Analytics: Create a Monitoring System with Imageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-create-a-monitoring-system-with-images.html

25 July 2024 a system which monitors a Zoho App for when records were last modified and if a synchronization process starts to fail, there should be images or icons warning or advising of failures. How? The key trick to use here the ability for Zoho Analytics to...

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

Zoho Workdrive: Getting Team Folder IDhttps://www.joellipman.com/articles/crm/zoho/zoho-workdrive-getting-team-folder-id.html

11 September 2024 how to get your team folder ID, retrieve information about it, and upload to it via the API. Why? The documentation is there but making sense of it, is somewhat difficult, at least for me. How? So when I was trying this, I would get either "URL rule not...

• 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 Zoho Deluge - Connect to Xero API so here's the pull of the first page of invoices by most recent first (invoice date). There is also a table that returns the name of tax rates and then the percent that these equate to which I've copied below this...

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

Collin Consulting Ltdhttps://www.joellipman.com/component/content/article/collin-consulting-ltd.html?catid=33

29 June 2014 managed to retrieve it I expected most of my data to have gone. Joe not only fixed it immediately but all the data was still there too! Magic!

• Type: Article
• Author: Webmaster
• Category: Portfolio
• Language: *