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 Zoho! I tried using the interface to set up a workflow or any other mechanisms within ZohoCRM that allowed me to set up a daily reminder to the lead record owner but to no avail. An assignment rule wouldn't work in this case as it had to be the lead...

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

Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

31 March 2022 // // add it to the public URL field input.Public_URL = v_PublicUrl; } Create a workflow to tidy up the records daily in Zoho Creator Go to Workflow > Schedules > New Workflow Set the Start date and time to tomorrow's date at 2:00am Run Daily Name the...

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

Setup a copy of your Joomla websitehttps://www.joellipman.com/articles/cms/joomla/setup-a-copy-of-your-joomla-website.html

19 December 2012 that you've developed. (referred to with the customers as TEST). BACKUP - an exact copy of LIVE (preferably from a daily refresh - and inaccessible to non-administrator users) DEV1 - a copy of LIVE and for developers to play with. DEV2 - a copy of LIVE...

• Type: Article
• Author: Joel Lipman
• Category: Joomla
• Language: en-GB

Zoho Analytics & Zoho People: Monitor DataSource Sync https://www.joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

02 July 2024 with the intention to be able to correct any inconsistencies themselves. How? We're going to add a scheduled workflow on a daily basis at 1am in the morning every day. This will be added to the client's Zoho People instance which will check the...

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

PHP Script: Make your own Thumbnail Generator via APIhttps://www.joellipman.com/articles/crm/zoho/php-script-make-your-own-thumbnail-generator-via-api.html

29 May 2025 via GET All calls must include: name — the output file name without the extension url — the source image URL auth — your daily MD5 API key client — your lowercase alphanumeric client identifier Requests missing or failing any parameter will be rejected...

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

Zoho CRM: Schedule a Meeting using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-meeting-using-deluge.html

02 March 2022 // // recurring pattern (this one sets to everyday from today) m_Pattern = Map(); m_Pattern.put("RRULE","FREQ=DAILY;INTERVAL=1;DTSTART=2022-03-02"); m_ScheduleMeeting.put("Recurring_Activity",m_Pattern); // // send invitations to participants?...

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

Zoho Deluge: Generate a loop or list of any sizehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-generate-a-list-of-any-size.html

21 October 2022 upcoming dates for the next week (and for any numbers of weeks thereafter). This needs to be dynamic as it is a schedule run daily checking the availability of a staff member for the upcoming week. How? As mentioned, using leftpad takes 2 parameters,...

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

ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

28 March 2023 "Tuesday", "business_timing": [ "7:00", "18:00" ] }, { "days": "Saturday", "business_timing": [ "09:00", "15:00" ] } ], "daily_timing": null, "week_starts_on": "Monday", "same_as_everyday": false, "id": "123456789000000123456789", "type": "custom" } }...

• 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 Label: Fn - Settings - Generate Email Signatures Trigger: Off a button / Standalone / Schedule to run daily @ 1am Purpose: Generates the email signature for all active users on their profile into the CRM settings. Inputs: - Outputs: - Scope(s):...

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