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Assuming creating is required, the following 59 results were found.

  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

    code] [subscriber number including area code] and can have a maximum of 15 digits. Source(s): Twilio Docs - HTTP Methods - Creating or Updating Resources with the POST Method Twilio Docs - Error 21211 Twilio Docs - E.164 (Telephone numbering plan)

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://www.joellipman.com/articles/crm/zoho/zoho-crm-using-a-function-for-validation-rules.html

    { info "Yay"; } else { info "Nay"; } // yields "Yay" // Source(s): Zoho CRM Knowledgebase - Creating Validation Rules Using Functions

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. 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

    of my article Zoho Deluge: Push Item to Shopify API for 2022 using the new policy that Shopify have implemented when creating a custom app. Why? My use-case scenario here is that we have a Zoho Creator app which comprises of a custom quote builder that...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Creator: Radio group into Calendar Carouselhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-radio-group-into-calendar-carousel.html

    which CSS element to highlight in a different CSS color, and which date to enter into the Selected_Date field: // creating map for offset (determine which CSS box was selected) m_Offset = Map(); v_StartDate = input.Starting_Date; v_RefIndex = 0; for...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

    to download an attachment from CRM and upload to a "file upload" field in Creator. Why? My use case here is that we are creating a Creator app that will show the attachments on a CRM contact record (and be clickable). The complication here is that the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. 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

    again (has twice now) where a client wants a report on candidates and associated job openings in Zoho Recruit. Why? We're creating a custom module where our client wants to query Zoho Recruit via the API but couldn't find a database table to determine...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

    A super quick article on getting the business hours set in ZohoCRM. Why? When creating a booking system in ZohoCreator, I want to enter the default working shift for an employee either existing or that has been added to the system based on the business...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. 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

    for item on any modification Date Modified: 2023-03-20 (Joel Lipman) - Check if payment has already been recorded before creating a new one. - Fixed reference_number being included on customer payment. Date Modified: 2023-03-21 (Joel Lipman) - Added if...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttps://www.joellipman.com/articles/crm/zoho/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

    to be done by whoever manages the domain for the client. Who owns the domain (eg. mycompany.com) So this setup involves creating the TXT records on the DNS. Ideally, we would not want access to the DNS as Zoho Support as we could be blamed for any...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Zoho Inventory: Enable Tracking using the APIhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-enable-tracking-using-the-api.html

    ones m_CreateBooksItem.put("track_serial_number",true); m_CreateBooksItem.put("track_batch_number",true); // // let's try creating it r_CreateItem = zoho.inventory.createRecord("items",v_BooksOrgID,m_CreateBooksItem,"zinventory"); info "ITEM CREATE...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Zoho Books: Error 7008: There are no contact persons associated with this Invoicehttps://www.joellipman.com/articles/crm/zoho/zohobooks-error-7008-there-are-no-contact-persons-associated-with-this-invoice.html

    via the above will automatically do that in ZohoBooks. } } } Additional You can include a parameter in the request when creating an invoice which is sent = true which will automatically send it and mark it as sent. As the function I use before this to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. ZohoCreator: Using .toFile and Uploading to a Creator fieldhttps://www.joellipman.com/articles/crm/zoho/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

    file to the record Note that this is overwriting the existing record and associated file. We have no intention of creating a new record per file... Saying that, the file name will change every time it is updated as you will see. Also note, I have a form...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. Zoho Webhooks & Shopify API: Keep Disappearinghttps://www.joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

    called Shopify - Webhook - Order Notification. It's a standalone function but you'll need to hover the mouse over it after creating the function so that you can enable the REST API endpoint of it. This will need to be triggered whenever there is an...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://www.joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

    v_ThisTimeZone) Incorrect Created By: this is because the system manager who initially set up CRM is used by default. By creating a connection as a system user with the necessary scopes to this CRM instance, untick use credentials of logged-in user, and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://www.joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

    return m_RelatedList; Additional Note that for reading the data from Analytics, we cheat by creating a table in ZohoAnalytics rather than simply writing a query and using the 'asynchronous' method to extract the query result. To create an analytics...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Zoho Creator: Input Color Pickerhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-input-color-picker.html

    An article on creating a color picker from a specific palette using an input field of a radio type. Why? At the time of print, this feature is not provided out-of-the-box and getting our users to learn about hexadecimal color references and Red Green...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. 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

    other than what the interface offers, into the template. the CRM webhook API function So let's do my favorite method of creating a REST API function in CRM Login to ZohoCRM > Setup > Functions > New Function Give it a function name, I'm calling mine...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. SSRS Expand specific drilldown by defaulthttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-expand-specific-drilldown-by-default.html

    pasted from other sites) but they refer to SQL Server 2000 or SQL Server 2005. This is how to do it in SQL Server 2008 and creating a report in Business Intelligence Development Studio (BIDS) or MS Report Builder. Scenario I have a report that specifies...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
  19. SSIS: Add Reference Microsoft.SqlServer.TxScripthttps://www.joellipman.com/articles/microsoft/ssis/ssis-add-reference-microsoft-sqlserver-txscript.html

    This article is so that I don't spend so long in googling what the TxScript referenced assembly is when creating an SSIS custom component. How? This is simply the "Script Component" under "Extensions". No MSDN website said this... obvious to Microsoft...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Integration Services
    • Language: en-GB
Results 41 - 59 of 59

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