Submit form as a server and not the client with cURLhttps://www.joellipman.com/articles/automation/api-misc/submit-form-as-a-server-and-not-the-client-with-curl.html

20 February 2015 submit a HTML form to a server via your Mobile application so the following will only document the process of sending data under the server IP address. We're going to use a PHP script with the cURL function to receive and send the data. cURL is a...

• Type: Article
• Author: Joel Lipman
• Category: API Miscellaneous
• Language: *

Joes Search Module (JSM)https://www.joellipman.com/component/content/article/joes-search-module-jsm.html?catid=40

09 March 2015 website and check the search results page. There should be several additional options to your search that will be displayed under the "Search Only:" heading and then a list of components. Find the value of the checkbox by viewing the HTML source and you...

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

Upload file to Google Drive with PHP/cURL and API REST v3 (without Client Library)https://www.joellipman.com/articles/google/upload-file-to-google-drive-with-php-curl-and-api-rest-v3-without-library-install.html

29 October 2018 where we disable download, sharing, etc. to the viewers (except the owner). In other words, ticking the owner settings under the advanced sharing settings programmatically: Prevent editors from changing access and adding new people :: Set by...

• Type: Article
• Author: Joel Lipman
• Category: Google
• Language: en-GB

Google Authentication - OAuth 2.0 using PHP/cURLhttps://www.joellipman.com/articles/google/google-authentication-oauth-2-0-using-php-curl.html

31 October 2018 Worthwhile Note(s) Allowing the scope to access the user profile also sends through a JSON Web Token (JWT) under the variable "id_token". This will be included in the response from the Google Authentication process and if you store the credentials in a...

• Type: Article
• Author: Joel Lipman
• Category: Google
• Language: en-GB

Google Drive API v3 - OAuth2 using Service Account in PHP/JWThttps://www.joellipman.com/articles/google/google-drive-oauth-using-service-account-in-php.html

02 February 2019 the JSON file that you generated at Google's developer console - service accounts section. It also contains the public key under the guise of a URL (x509 certificate) but we don't need it for this script. Note that the key should not be stored in a...

• Type: Article
• Author: Joel Lipman
• Category: Google
• Language: en-GB

Zoho Creator: Set Up Custom Domain for Customer Portalhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-set-up-custom-domain-for-customer-portal.html

17 November 2020 Zoho Creator app and go to the "Settings" tab, then on "Customer Portal" then on the "Settings" button in the top right: Under Portal URL, select "Custom Domain" and in the field below, enter the full domain (incl. subdomain) you want to use: Then click...

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

Zoho Creator: Button on Report for Merging Multiple Selected Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

06 December 2020 an overview and then we'll go into more detail: Create a function that accepts a form of records Create a workflow that understands the function parameters Create a function Why are we doing this first? Well when I create a workflow, it will ask me to...

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

Zoho Projects: Add a Time Log to an Issue using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-projects-add-a-time-log-to-an-issue-using-deluge.html

30 April 2021 This is an article to demonstrate how to log a time event under a Zoho Projects Issue using code (Zoho Deluge) rather than the graphical user interface (GUI). Note this would probably be similar to when trying to enter a time against a project Task but...

• 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 For the quote conversion mapping, it needs the CRM Invoice module as well. Step by step fix: Login to ZohoCRM, go to Setup Under "Customization", select "Modules and Fields" Click on "Organize Modules" Enable "Invoices" (by ticking the box and clicking...

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

Zoho CRM: Standard Setup for Tax Rateshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-standard-tax-rate-setup.html

02 September 2021 Browse to a CRM product record (you can do mass edit on a listview of products but for demo purposes, we'll do just one) Under Price Information, edit the field "Tax" (multi-select) and select both tax rates Now go to a transactional module that has...

• 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 the file to the CRM record). This wasn't working really as there are issues around tweaking the function and getting it to understand basic mapping and attachments. How? As per our use-case above, we are going to create a button off the contact record...

• 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 right of the editor: Find the code "page-break-inside" Change this from "avoid" to "auto": And optionally, add to 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: *

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

16 January 2023 won't allow the file to be sent to a compressed folder. the Import process Simply login to ZohoCRM > Go to Setup/Settings > Under Data Administration, select "Import" > Select Zoho CRM Now upload all the files needed for your import: this will be the...

• 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 to Signup Complete the form with your details > Confirm via Email Create an app as described under Get Access section Click My Apps on the portal website Click on the App you created Note the API Key by clicking on "Show Key" The deluge function So this...

• 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 view taxes and chart of accounts Setup a connection called "joel_inventory" that has the necessary scopes to do everything under the sun Setup a function that generates an access token of the Trading API for the eBay store /* Function:...

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

Zoho Inventory: Enable Tracking using the APIhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-enable-tracking-using-the-api.html

04 May 2023 is do ensure you have Zoho Inventory enabled. But to flesh that out a little more along with setting the other options under "Advanced Tracking" // // get chart of accounts to use r_ChartOfAccounts = invokeurl [ url...

• 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 Expand WooCommerce in the left sidebar Go to Settings (in the menu/sidebar) > Advanced (tab) > REST API (link under the tabs) Click on the Add key button Give it a description, assign a user that it will run as (preferably of the admin or account that...

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

Zoho Creator: Render to PDF with margins and page numbershttps://www.joellipman.com/articles/crm/zoho/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

07 May 2024 above code retrospectively without proper testing. Aggregate of total amount may be unnecessary as this could be the same under price total. Where a price is applied, values should be retained in decimal format with currency symbol prefixed if value is...

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

Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

23 May 2024 to get the item record from the price book Note that I'm using a connection called "zbooks" and it has every permission under the sun (the naughty ZohoBooks.fullaccess.all) but according to documentation (to be taken with a grain of salt), the scope...

• 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 Zoho People Login to ZohoPeople as a system administrator Click on the cog icon in the top right to go to the setup screen. Under "Automation", click on "Scheduler" Click on the "Add Scheduler" button Complete the "Scheduler" header information such as...

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