Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://www.joellipman.com/articles/crm/zoho/zoho-crm-update-a-custom-field-in-line-items-product-details.html

17 May 2021 r_CreateCrmQuote = invokeurl [ url :"https://www.zohoapis.eu/crm/v2.1/Quotes" type :POST parameters:m_Data.toString() connection:"myconnection" ]; or if converted to JSON, the request would read as: { "data": { "Subject": "My Test Quote",...

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

Zoho Creator: Receive JSON via a Shopify Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-json-via-a-shopify-webhook.html

15 July 2021 REST Function Granted this only works if you have a CRM connected to your Zoho Creator: Log-in to your ZohoCRM Create a Connection Go to Setup > Developer Space > Connections > Add Connection Select the Zoho Creator connection, give it a Connection...

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

Zoho Creator: Receive eBay Order Notifications via Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-order-notifications-via-webhook.html

20 September 2021 API.fn_eBayConnect_AccessToken() { b_SandboxMode = false; v_Output = ""; if(b_SandboxMode) { r_Api = API_Integration[Connection_Name == "eBay API (Sandbox)"]; //info "Sandbox Mode"; } else { r_Api = API_Integration[Connection_Name == "eBay API...

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

Zoho CRM: Get Unique Values of a Text Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-get-unique-values-of-a-field.html

08 October 2021 // invokeUrl r_Coql = invokeUrl [ url :"https://www.zohoapis.eu/crm/v2/coql" type :POST parameters: m_Params.toString() connection: "joels_coql_connection" ]; // // output info r_Coql; But this returns something like the following (I've reduced the 200...

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

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

14 February 2022 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 (Single Line) Shop ID (Single Line) Client Secret (Single Line)...

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

ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://www.joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

18 September 2023 estimate template... But I'm sending them anyway. Note(s) The following code accesses APIs on the EU datacenter. I have a connection called "zbooks" which has the necessary scope(s) to create and update an estimate as well as read settings and contacts....

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

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

05 December 2023 Navigate into the "_Global" folder and note the last hash in the URL (after "/folders/") For this function, I have a connection called "zworkdrive" which has the scopes as specified in the function header. Also note, that this Zoho instance is in the EU...

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

Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://www.joellipman.com/articles/crm/zoho/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

04 November 2024 - ZohoBooks - Estimates - Accept/Decline It's a standalone function I'll give it the following code (amend the org ID and connection name): // // initialize b_ValidResponse = false; v_EstimateID = "-"; v_OrgId = "123456789"; v_Output = "Unable to...

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

Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-using-remove-key-on-a-map.html

03 March 2025 = invokeurl [ 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: *

Joes FREE Website Thumbnailer (JWT)https://www.joellipman.com/component/content/article/joes-free-website-thumbnailer.html?catid=40

28 June 2011 generally change their website design everyday... It's 100% FREE Open Source, (well as long as you have your own internet connection) mainly because it's not just my code. I simply combined three technologies into one: Basic Website browser (in its own...

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

Zoho Deluge: Search Records with Special Characters (COQL)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-search-records-with-special-characters-coql.html

28 August 2020 Language or Zoho's COQL. Similar to SQL but subject to similar issues of escaping special characters... 1. Setup a CRM Connection to Search Records via API I won't go into detail on how to set up your own connection as I have elsewhere on my website,...

• 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 merged template and attach it to the CRM contact record under "Attachments". As a quick outline of the below: Create a connection to Workdrive/Writer Get the Merged Template ID (hexadecimal) Create the all-in-one button and function to generate and...

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

ZohoCRM: Using Criteria with Module Record Counthttps://www.joellipman.com/articles/crm/zoho/zohocrm-using-criteria-with-module-record-count.html

14 November 2023 (.COM) These examples are using CRM REST API v5 but you can use these as far back as CRM REST API v2.1: I have a connection in ZohoCRM with the required scopes: ZohoSearch.securesearch.READ AND ZohoCRM.modules.quotes.READ, Include...

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

ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

05 December 2023 your Org ID is in the URL as the last number after the slash (eg. "20012345678") Note this down for later use Create a connection to Zoho Analytics: ZohoDesk > Setup > Developer Space > Connections > Create Connection Select Zoho Analytics and give the...

• 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 environment up and the Wordpress site has the more information. How? So first, this article shows you how to setup an API connection, and then we'll include the code to count the total number of products, and then finallly show the code to loop through...

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

Licence GNU/GPLhttps://www.joellipman.com/static-items/licence-gnugpl.html

03 April 2009 one or more identifiable patents in that country that you have reason to believe are valid. If, pursuant to or in connection with a single transaction or arrangement, you convey, or propagate by procuring conveyance of, a covered work, and grant a...

• Type: Article
• Author: Joel Lipman
• Category: Static Items
• Language: *

Convert XML UTF-16 to JSON UTF-8 with PHP cURLhttps://www.joellipman.com/articles/web-development/php/convert-xml-utf-16-to-json-utf-8-with-php-curl.html

28 March 2015 header('Access-Control-Max-Age: 3628800'); header('Access-Control-Allow-Methods: GET, POST, PUT, DELETE'); // open connection $ch = curl_init(); // set the cURL options curl_setopt($ch, CURLOPT_URL, $api_url); // where to send the variables to...

• Type: Article
• Author: Joel Lipman
• Category: Personal Home Page
• Language: en-GB

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

24 September 2021 the URL for whether it will be https://books.zoho.eu or https://books.zoho.com. You will also need your own CRM to Books connection name (joel_books) with scope to read settings: // our made up books org id but enter your own v_BooksOrgID=20210924095;...

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

ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

06 March 2023 field called "Email" Return to the Context Handler Function IDE (page where you enter the deluge code): Click on "Manage Connections" Click on Create Connection Select Service "Zoho OAuth" Give it a name, I'm calling mine "ChatGPT CRM" Untick "Use...

• 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 CRM webhooks run more reliably then the ones we have found in ZohoBooks and other Zoho Apps. Prerequisites: Setup a connection called "joel_books" that has the necessary scopes to view taxes and chart of accounts Setup a connection called...

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