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  1. 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

    date "On" the date and execution time "1 hour before". Condition 1: rule is applied to all calls Action is the function below with the parameter "p_CallID" being the Calls - Call ID value. // r_CallDetails = zoho.crm.getRecordById("Calls",p_CallID); //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://www.joellipman.com/articles/crm/zoho/zohocrm-xero-real-time-invoices-receive-webhook.html

    one that runs on even hours and one that runs on odd hours to change this to every hour. It's not enough for some, so the below details on how you can get Xero to tell Zoho when a contact or invoice has been updated immediately. How? Here's an overview...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho Creator: Receive eBay Notification and Create Shopify Orderhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-notification-and-create-shopify-order.html

    primarily for myself as I need to do this for some other clients and I just want to continuously refine and improve my code below. How? I'm going to show you the code first of how to parse the eBay Transaction data and then the code to create a Shopify...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

    top right) Click on Applications i the sidebar Click on the Add Application button Select Creator by clicking the Add button below it Link it if applicable to your super admin account Create an app, a form and publish it in Zoho Creator Create an app by...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. GoDaddy Apache cPanel: Install SSL Certificatehttps://www.joellipman.com/articles/linux/cpanel/godaddy-apache-cpanel-install-ssl-certificate.html

    it's expiry in a couple years time. The first time I did it, there were more steps; the second time I just did as per the below. If I ever have to do the long process again, I'll add it to this article. How? I know there are instructions on the GoDaddy...

    • Type: Article
    • Author: Joel Lipman
    • Category: cPanel
    • Language: *
  6. Zoho Creator: Embed Forms/Reports on a Pagehttps://www.joellipman.com/articles/crm/zoho/zoho-creator-embed-forms-reports-on-a-page.html

    as a quick reminder to myself and anyone else on how to embed a form or a report into a Zoho Creator page. Why? Cos How? The below is a template snippet for a Zoho Creator page. We set the parameters of the form/report. Then this shows how to embed...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. Zoho CRM & Zoho Inventory: Upload Image to Item Record using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-inventory-upload-image-to-item-record.html

    Note that for the below code, only 1 image is accepted at the moment, and the endpoint will depend on your datacenter (eg. COM or EU), and lastly the connection "joel_books" is my connection to ZohoBooks: // // declare ID of item in Zoho Inventory...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho Desk: Re-enable Desktop Notifications after clicking on "Not Now"https://www.joellipman.com/articles/crm/zoho/zoho-desk-re-enable-desktop-notifications-after-clicking-on-not-now.html

    to prompt you again. A client of ours had accidentally clicked on "Not Now" instead of clicking on the "Enable". Documented below is how to get this to prompt you again. How? This largely depends on whether you are using the Google Chrome web browser....

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

    function called "fn_invoice_updatepaymentmethod" But this wouldn't work despite being as per the documentation (see sources below). Here's the code for our function; note it is within ZohoBooks and not ZohoInventory (moved) and the connection "zbooks"...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Zoho Creator: Populate a Multi-Lookuphttps://www.joellipman.com/articles/crm/zoho/zoho-creator-populate-a-multi-lookup.html

    { l_PackagesToAdd.add(c_Package.ID); } } c_Appt.Zoho_Inventory_Package_Slips=l_PackagesToAdd; } Error(s: Previously my code below was used and it wouldn't work. The difference to the above is that I was trying to add to the multi-lookup directly: // for...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. 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

    you access zoho.com or zoho.eu v_TLD = "com"; // // enter client ID, secret and refresh token as noted from above steps (the below are sample ones and will not work) v_ClientID = "1000.ABCDEFGHIJKLMNOPQRSTUVWXYZ1234"; v_ClientSecret =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. Zoho CRM: Manage a subform using Client Scripthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

    without any preset values. Rates will be taken from the Opportunity record. If these are blank then enter the rates manually below: Rate Year 1.0, Rate Year 1.5,..."); } // update the fields (that were blank on the existing record - but now pulled from...

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

    to return a map. Note that this is for fixedpriceitems only. For auction ones, you would need to adjust the parsing code below to capture auction details. This includes a split for any multi-line item orders: // // declare variables to store order...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. ZohoCRM: Get All eBay Active Listingshttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-all-ebay-active-listings.html

    Active Products" and give it the internal name as "fn_GetEbayActiveProducts" without any arguments. Something to note in the below is that it asks you to set an estimated number of products that are in your listing, it will then generate the number of...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. ZohoBooks: Stripe Terminal Integrationhttps://www.joellipman.com/articles/crm/zoho/zohobooks-stripe-terminal-integration.html

    a button in ZohoBooks but you simply add it to the invoice and then when it prompts for some code, you give it the snippet below. The Magic You would create a button for each terminal /*...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Zoho Deluge: Proper Case for Nameshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-proper-case-for-names.html

    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 and some European names: // // set first and last name v_FirstName =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. Zoho Books: System Values Mapshttps://www.joellipman.com/articles/crm/zoho/zoho-books-system-values-maps.html

    of these can be found elsewhere in my site but I'm putting all of them here just for quick reference. How? Note that for the below, I recently updated this article (2024-05-21) due to the API domain name change from https://books.zoho.com to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. 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

    Zoho instance is in the EU datacenter (zoho.eu) rather than the US datacenter. The most important tweak in order for the below to work, is to add a file upload field on the user profile in ZohoCRM; Login as SuperAdmin > Users > Edit a User > Manage...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. Zoho Creator: Get Images in Report to be Exported to PDFhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

    lookup to the ticket field on the subform so that I get the popup to enable bi-directional rather than via the tickbox. The below code is added to a trigger whenever the ticket form is submitted either on creation or modification. The function to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. 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

    but specifying 100 per page as the default is only 10. // // API keys (these are made up so enter your own in these 2 lines below v_MyWordPressSiteUrl = "https://mysite.com"; v_ConsumerKey = "ck_aaaabbbbccccddddeeeeffff1111222233334444";...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 121 - 140 of 162

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