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  1. Zoho Deluge - Get Refresh/Access Token API v2https://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-refresh-access-token.html

    $a_Header[1] = "Content-Type: application/x-www-form-urlencoded;charset=UTF-8"; If you are using the SDK and still get the above error, try setting the currentUserEmail to the email address of the super admin of your system just to check, then set a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: en-GB
  2. Zoho Creator: Retrieve record with case-insensitive queryhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-retrieve-record-with-case-insensitive.html

    } else { // DON'T insert into Product table v_ProductID = l_ProductDetails.ID; } What Happens: In the example above, the count to see if "Myproduct1" exists counts as zero (0). It doesn't think the product exists because it is searching with...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho Deluge: Associate/Link an Invoice to a Sales Orderhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-associate-link-an-invoice-to-a-sales-order.html

    r_Update = zoho.books.updateRecord("Invoices",v_BooksOrgID,v_InvoiceID,m_UpdateInvoice); info r_Update; Update 2023 If the above doesn't work, consider making an API call to the following endpoint: m_Params = Map(); m_Params.put("invoice_ids", );...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Deluge: Duplicate/Clone a Recordhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-duplicate-clone-a-record.html

    deprecated. Invoice_Ref_ID is excluded from being copied as it was an autonumber in our example. zohoapis.eu is used in the above example for a client on the EU datacenters. If your datacenter is in the US then this should be zohoapis.com. Additional...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho Creator: Create a Widget which uses JavaScripthttps://www.joellipman.com/articles/crm/zoho/zoho-creator-create-a-widget-which-uses-javascript.html

    as a response. Failing this you should check your security and privacy and ensure that you have permission to install the above, then re-install. Install the Zoho Extension Toolkit (ZET) via command line interface (CLI) In the terminal, type: npm...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. Zoho People: Reject an Application for Leave in Deluge based on Criteriahttps://www.joellipman.com/articles/crm/zoho/zoho-people-reject-an-application-for-leave-in-deluge.html

    properly exist in the system yet and the delay causes errors further down the line. Just add these parameters as per my above instructions for a more robust solution. [See below for full code] Enter the code to determine total number of employees in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. Zoho Deluge: Sort a Map by a specific fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-sort-a-map-by-a-specific-field.html

    "1997-07-05T23:15:00+00:00" } } The list of keys looks like this: 1997-07-05 23:15, 1977-11-14 12:30, 1923-10-16 15:00 This above snippet of code, loops through the sorted list of keys and retrieves each record as follows:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

    THE SYSTEM POPUP YOUR OPTIONS AS PER THE FOLLOWING SCREENSHOT - USE ARROW KEYS OR MOUSE): As you can see from the screenshot above, there are modules concatenated with one module an "X" and then the name of the linked module. A module called...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. 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

    the documentation Additional Note that any bidirectional relation field that exists will be prepopulated using the method above. Clear subform of all its rows: input..clear(); Changing the picklist/dropdown options in a subform row (applies overall...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Zoho Creator: Receive JSON via a Shopify Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-json-via-a-shopify-webhook.html

    Event select Order Update Under Format select JSON Under URL, paste the URL for your CRM REST API function from the steps above. Under Webhook API version I specify the one with the word Latest in the parentheses. Click on Save Let's TEST So wait...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Zoho Creator: Assign an integration field value with an integration valuehttps://www.joellipman.com/articles/crm/zoho/zoho-creator-assign-an-integration-field-value-with-an-integration-value.html

    would work: r_Details = myForm[ID == 1234567890123456789]; r_Details.Account = input.Account; But it will return the above error. You need to do the following: r_Details = myForm[ID == 1234567890123456789]; r_Details.Account = input.Account.toLong();

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. ZohoCRM: Process all records of a modulehttps://www.joellipman.com/articles/crm/zoho/zohocrm-process-all-records-of-a-module.html

    Additional Notes As a preliminary measure, I deactivate any workflows in CRM that this process would affect. In the example above, all workflows relating to the Contacts and Leads module. Lastly, I'm usually asked to update all records and there are at...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. 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

    "123456789012345678", "GBP": "234567890123456789", "USD": "345678901234567890", } 234567890123456789 Get Taxes Same as above but to get the tax rates and their IDs: // our made up books org id but enter your own v_BooksOrgID=20210924095; // // get taxes...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. Zoho CRM: Upload a Product Photo using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-upload-a-product-photo-using-deluge.html

    = invokeurl [ url: v_Endpoint2 type: POST files: r_CreatorPhoto connection: "joels_crm" ]; info r_CrmPhoto; } } The above should yield something like: /1234567890123_my_beautiful_face.jpg {"code":"SUCCESS","details":{},"message":"photo uploaded...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Creator / Shopify: Get all Active Productshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-shopify-get-all-active-products.html

    it an SKU, and it returns the Shopify Product ID (not of the variant but of the product). In which case, I need to tweak the above function a little to return the Product IDs, the Variant details and then output this to a map: void...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. 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

    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 which when the user clicks on it will generate a PDF of the merged...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. Zoho Deluge: Today, Tomorrow, Day After but Skip Sundayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-today,-tomorrow,-day-after-but-skip-sunday.html

    Jul 27 00:00:00 PDT 2022,Thu Jul 28 00:00:00 PDT 2022,Fri Jul 29 00:00:00 PDT 2022 But if I were to maintain the idea above and skip a selected day, I would write something like the following: // // initialize list to hold valid appointment dates...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. Zoho Creator/Deluge: UnPredictable exception, Invalid statement foundhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-deluge-unpredictable-exception,-invalid-statement-found.html

    Just a quick article if you get the above error and what to look for. Why? I was writing a function with perhaps too many for each loops within a for loop. How? The following is 1 fix for the error: Execution Failed UnPredictable exception, Invalid...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. Zoho Creator/Deluge: Calculating with Timezone Offsethttps://www.joellipman.com/articles/crm/zoho/zoho-creator-deluge-calculating-with-timezone-offset.html

    was to actually use a single-line text to store the customer's requested time. Let's use the appointment example mentioned above for a customer in UTC+1 @ 4pm their time. The server is on Eastern time UTC-5 and the agent is in Los Angeles UTC-8. For...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. Zoho Deluge: a HTML Entity Decoderhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-a-html-entity-decoder.html

    replacements m_HtmlEntity = Map(); m_HtmlEntity.put("&","&"); m_HtmlEntity.put(" "," "); // // loop through each of the above replacing where found for each v_HtmlKey in m_HtmlEntity.keys() { v_StringToDecode = v_StringToDecode.replaceAll(v_HtmlKey,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 121 - 140 of 179

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