Assuming zcrm is required, the following 17 results were found.
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= l_DocumentIds.get(0); v_DocumentId = m_DocInfo.get("document_id"); // // Create Map for CRM Record - ZohoSign Documents m_ZCrm_ZSDoc = Map(); m_ZCrm_ZSDoc.put("Name",v_TemplateName); m_ZCrm_ZSDoc.put("zohosign__Contact",p_ContactID);...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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for Attachment ID and just "image001.jpg" for File Name. Attachment Owner Id: This is a "zcrm_" prefixed ID of the user who owns the attachment. Modified By Id: This is a "zcrm_" prefixed ID of the user who modified the attachment. Created By Id: This...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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What? This is an article detailing the client script to fix any fields which exceed their decimal places limit in ZohoCRM. Why? So we have a customer that has some decimal fields on the products module that are calculated and will sometimes return...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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= "https://www.zohoapis.com/crm/v7/Quotes/" + p_QuoteID; r_QuoteDetails = invokeurl [ url :v_Endpoint type :GET connection:"zcrm" ]; l_RecordData = ifnull(r_QuoteDetails.get("data"),List()); for each m_RecordData in l_RecordData { // // apply changes to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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the necessary scope(s) to create and update an estimate as well as read settings and contacts. I have a connection called "zcrm" which has the necessary scope(s) to read from and write to a CRM quote record. The code: This is the code used in a workflow...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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AND ZohoCRM.modules.quotes.READ, Include ZohoCRM.settings.layouts.READ or ZohoCRM.settings.ALL as well; I've called it "zcrm". Standard Call for Module Record Count: v_PerPage = 200; v_Endpoint = "https://www.zohoapis.com/crm/v5/Quotes/actions/count";...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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[ url :"https://www.zohoapis.com/crm/v7/Contacts/" + r_DealDetails.get("Contact_Name").get("id") type :GET connection:"zcrm" ]; // l_ContactDetails = ifnull(r_ContactDetails.get("data"), List()); for each m_ContactDetails in l_ContactDetails {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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if we went with the Regex to truncate, we would need to get rid of the excess escaping backslashes: v_ListPrice = ifnull(m_ZCrm_LineItem.get("List_Price"),0); m_ZBooks_LineItem.put("rate",v_ListPrice.toString().replaceAll("^(\d+\.\d{2})\d*$", "$1",...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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= "https://www.zohoapis.eu/crm/v4/users?type=ActiveUsers"; r_Users = invokeurl [ url :v_Endpoint type :GET connection:"zcrm" ]; l_UserUpdates = List(); for each m_User in r_Users.get("users") { v_CurrentSignature = ifnull(m_User.get("signature"),""); //...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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} // m_Blank = Map(); l_SchoolSearch = zoho.crm.searchRecords("Accounts","Account_Name:equals:" + v_SchoolName,1,10,m_Blank,"zcrm"); for each r_School in l_SchoolSearch { // check no search error and valid records are returned...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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= invokeurl [ url :"https://www.zohoapis.eu/crm/v7/coql" type :POST parameters:m_Params.toString() connection:"zcrm" ]; l_UniqueProducts = ifnull(r_CoqlUniqueProducts.get("data"),List()); for each m_Product in l_UniqueProducts { l_DebugNotes = List();...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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For CRM REST API: r_TaxRates = invokeUrl [ url: "https://www.zohoapis.com/crm/v6/org/taxes" type: GET connection: "zcrm" ]; info r_TaxRates; // list tax rates l_Taxes = ifnull(r_TaxRates.get("org_taxes").get("taxes"),List()); Source(s): Zoho CRM:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Why? You might think the following request to create a Sales Order in Zoho Books would be enough: { "date": "2021-09-08", "zcrm_potential_id": "123456789012345678", "currency_code": "GBP", "reference_number": "Salespersons Test Reference", "terms":...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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For CRM REST API: r_TaxRates = invokeUrl [ url: "https://www.zohoapis.com/crm/v6/org/taxes" type: GET connection: "zcrm" ]; info r_TaxRates; // list taxes l_Taxes = ifnull(r_TaxRates.get("org_taxes").get("taxes"),List());
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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= invokeUrl [ url :"https://www.zohoapis.eu/crm/v7/coql" type :POST parameters:m_Params.toString() connection:"zcrm" ]; l_SortedProducts = ifnull(r_CoqlSortedProducts.get("data"), List()); Source(s): Joel Lipman - ZohoCRM: Process all records of a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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+ p_QuoteID + "&print_type=pdf"; f_FileRequest = invokeurl [ url :v_Url type :GET connection:"zcrm" ]; f_FileRequest.setParamName("file"); f_FileRequest.setFileName(r_QuoteDetails.get("Subject") + ".pdf"); // // get a greeting name v_EmailTo =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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= invokeurl [ url :"https://www.zohoapis.com/crm/v8/Deals/" + p_DealID + "?fields=Pipeline" type :GET connection:"zcrm" ]; l_DealData = ifnull(r_RecordDetails.get("data"),List()); for each m_DealData in l_DealData { if(!isNull(m_DealData.get("id"))) {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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