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Assuming call is required, the following 61 results were found.

  1. ZohoCRM: Process all records of a modulehttps://www.joellipman.com/articles/crm/zoho/zohocrm-process-all-records-of-a-module.html

    end, I have thought of an alternative that I now use frequently in client systems. How? The gist is that we add a checkbox called "Processed" which will have a datatype Boolean. Our function will then loop through each record and do what it has to do....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.https://www.joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

    v_AddressIndex = v_AddressIndex + 1; } // check that there was something to actually update rather than wasting an API call if(m_ShippingAddress.size() > 0) { // endpoint TLD is EU for Europe DC and COM for US DC v_Endpoint =...

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

    up with. It loops through a maximum of 2500 products sorted in order of ID ascending (starting with ID=0) retrieving 250 per call and using since_id to not list the same one twice. It then outputs a JSON list as a response and the total record count:...

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

    token function (one that regenerates an access token or reuses if not expired). Thereafter, I use the GetMyeBaySelling API Call with specific criteria to only return the active listings as well as specific fields so my function doesn't get overwhelmed...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. 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

    it down for security: Login to ZohoCRM > Setup > Developer Space > Connections > Zoho OAuth Give your connection a name, I'm calling mine "Joels Connector" Select the Scopes: ZohoWriter.documentEditor.ALL and ZohoWriter.Merge.ALL For good measure, I'm...

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

    We want to tell our customer they have an appointment at 4pm their time in Luxembourg; tell the agent/salesperson to call the customer at 7am in Los Angeles; and tell headquarters or the system calendar that the appointment is at 10am. How? So adding a...

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

    in existence, only the ones I know will happen. Here's the Zoho Deluge code I use (note that I've put this in a namespace called "DataCleansing", but you can call it whatever you like): string DataCleansing.fn_DecodeHtmlEntities( string p_StringToDecode...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://www.joellipman.com/articles/crm/zoho/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

    in Shopify using the new process. Preparation: You don't have to do this, but I store all the keys in a Zoho Creator form (I call mine "API Integration") ready with the following fields: Connection Name (Single Line) Dev ID (Single Line) Client ID...

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

    a form and publish it in Zoho Creator Create an app by clicking on Create App then go into the app and Create a form, I'm calling mine Inventory Photo Add 3 fields to this form Zoho Inventory ID which is a single-line/text field Creator File which is a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. 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

    returned, it attached the signed document to the Deal record. How? The following is the process from registering the app to call on the full API (grant code > refresh token > access token) and then the code to attach the document to the CRM record. STEP...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://www.joellipman.com/articles/crm/zoho/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

    query this via API and the "Associate" table or whatever it is, was not visible in API... How? So we created a custom module called "Candidates x JobOpenings" (with alternative API name as "CustomModule6"). Just to add to the complexity of the task, the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

    } updatedAt } cursor } pageInfo { hasNextPage } } } The Deluge Code So this is a Zoho Creator function that I'm going to call API.fn_ShopifyQuery_UpdateAllProducts() and it will be added to a nightly schedule. It's aim is to recover all the modified...

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

    from Zoho to eBay, that is documented in my article: Zoho Creator: Push to eBay Listings The megafunction So I'm going to call this function "Fn - eBay - Get Active Products" and give it the internal name as "fn_GetEbayActiveProducts" without any...

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

    PHYSICAL TEST CARD // Send in as payment endings: eg. $100.00 == payment approved 00 Payment Approved 01 Payment Declined // call issuer code 05 Payment Declined Generic 55 Payment Declined Incorrect Pin 65 Payment Declined...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Deluge: Get All Orders from eBayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-all-orders-from-ebay.html

    How? Similar to how we retrieved the eBay active listings (see article link above), we're going to use the GetOrders call for order (sales) management. /* Function: fn_GetEbayOrders() Purpose: Queries eBay for all orders for a specified year Date...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Zoho Creator: Sendmail a list of attachmentshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-send-mail-a-list-of-attachments.html

    article on sending an email with Deluge which needs a dynamic number of files attached to it. 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...

    • 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

    Level Domain (or Zoho DataCenter) from EU to COM as I was using this for a client on the US datacenter. I have a connection called "zbooks" and the v_BooksOrgID is the ID of the instance in ZohoBooks; so for multiple instances of ZohoBooks for the same...

    • 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

    to ZohoWorkdrive (www.zoho.com/workdrive) Signin or Access You should be in "My Folders" (left sidebar) Create a folder, I'm calling mine "Email Signature Images" Within that folder, create another folder called "_Global". At the same level, create...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. Zoho Projects: Get All Eventshttps://www.joellipman.com/articles/crm/zoho/zoho-projects-get-all-events.html

    want to make a ZohoCreator page display events for this month from ZohoProjects. How? The bit that stumped me was making a call to the Events endpoint as it would just come back with a blank response... The reason it was blank was due to my parameters;...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. ZohoDeluge: eBay marketplace account deletion/closure notificationshttps://www.joellipman.com/articles/crm/zoho/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

    must subscribe to or opt out of eBay marketplace account deletion/closure notifications before they make their first API call. Once the new developer's application is subscribed to eBay marketplace account deletion/closure notifications or they have...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 41 - 60 of 61

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