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

14 May 2024 a while trying not to use code but here we are. Code is our friend. How? So we'll run a workflow that triggers on the creation of a lead and runs a function which will simultaneously create a task with a reminder both on popup and email which repeats...

• 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 if payment received - Distinguish whether composite based on ebay item specific - Add stock in order to authorize payment creation Date Modified: 2023-02-02 (Joel Lipman) - Marked Items as inclusive of VAT so VAT reports in Books will be accurate (eg....

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

ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://www.joellipman.com/articles/crm/zoho/zohocrm-xero-real-time-invoices-receive-webhook.html

10 January 2022 } } // if(v_CrmContactID != 0) { // parse and build up CRM record update here } else { // parse and build up CRM record creation here } } } } } else if(r_Event.get("eventCategory").containsIgnoreCase("INVOICE")) { // get invoice record from Xero to see...

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

Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

16 October 2023 A super quick article on how to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile. Why? A client asked that when staff create a deal/opportunity record in CRM, the pipeline is automatically...

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

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

26 January 2024 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 rule-them-all This code was used for testing, then for correcting any historical records, and...

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

Basic Oracle Stored Procedure Structurehttps://www.joellipman.com/articles/database/pl-sql/basic-oracle-stored-procedure-structure.html

16 January 2012 -------------------------------------------------------------------------------- STUDENTID STUDENT_USERNAME STUDENT_CREATION_DATE STUDENT_FILE ---------- ----------------- ---------------------- ---------------------------- 1234567 jsmith2012 08-MAY-12...

• Type: Article
• Author: Joel Lipman
• Category: Oracle PL/SQL
• Language: en-GB

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

06 March 2023 as a multi-line cannot be used in the listview). Add a multi-line field called "Content" and change the properties on creation to allow 32000 characters. Keep the email field called "Email" Return to the Context Handler Function IDE (page where you...

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

Zoho Books: Get Invoice Payment Terms via APIhttps://www.joellipman.com/articles/crm/zoho/zoho-books-get-invoice-payment-terms-via-api.html

06 July 2023 the payment terms in Zoho Books along with their IDs. Why? I often need to send through an automatic payment term on the creation of an invoice but lots of my clients set their due dates differently. How? The following snippet of code will query the...

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

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

07 March 2024 - Need the generated invoice to pre-select a contact person to email - Superceded by including "send=true" in the invoice creation request More Info: Error 1038: JSON is not well formed - Encountered when trying to use the send an invoice API - Was...

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

SSIS: Cannot open Data Flow Task: DTS.Pipeline.2 issuehttps://www.joellipman.com/articles/microsoft/ssis/ssis-cannot-open-data-flow-task-dts-pipeline-2-issue.html

09 June 2014 I started getting this error: The task with the name "Data Flow Task" and the creation name "DTS.Pipeline.2" is not registered for use on this computer Why? We use a combination of MS Visual Studio 2008, 2010 and 2012. VS2008 for our old SSIS packages...

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