Zoho Deluge: Setup an API Connection for InvokeURLhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-setup-an-api-connection-for-invokeurl.html

12 August 2020 "joelconnector" ]; How? So in the following example, we are going to setup a connection in Zoho Books on an EU datacenter: First determine what datacenter your client is using Register the App Setup the Connector How do I determine what datacenter to...

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

Zoho Projects: Add a Time Log to an Issue using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-projects-add-a-time-log-to-an-issue-using-deluge.html

30 April 2021 submitting time log without start time (uses current time and adds hours to it) - date (in US format irrespective of your datacenter: MM-dd-yyyy) - bill_status (either "Billable" or "Non Billable") - hours (eg. "01:00") - notes (the actual work notes:...

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

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 Use an empty list to stop or prevent these from triggering. m_Data.put("trigger",[]); // // send via REST API v2.1 on EU datacenter r_CreateCrmQuote = invokeurl [ url :"https://www.zohoapis.eu/crm/v2.1/Quotes" type :POST parameters:m_Data.toString()...

• 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 admin on both ZohoDesk and ZohoAnalytics for the above demo. Invalid OAuth Scope: Might be an invalid scope, or the TLD (datacenter) is incorrect. The above demo uses the EU datacenter (zoho.eu) rather than the US datacenter (zoho.com). Update 2023:...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• 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 Click Create and Connect You will be prompted to allow permissions, so click on "Accept/Allow" 2. Determine the client datacenter Look at the URL (website address) of the CRM you are wanting to do this on. The part after Zoho is the top level domain...

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

Zoho Books: System Values Mapshttps://www.joellipman.com/articles/crm/zoho/zoho-books-system-values-maps.html

07 November 2023 name change from https://books.zoho.com to https://www.zohoapis.com/books and changed the Top 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...

• 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 "zworkdrive" which has the scopes as specified in the function header. Also note, that this Zoho instance is in the EU datacenter (zoho.eu) rather than the US datacenter. The most important tweak in order for the below to work, is to add a file upload...

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

Zoho Deluge: Duplicate/Clone a Recordhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-duplicate-clone-a-record.html

17 March 2020 from being copied as it was an autonumber in our example. zohoapis.eu is used in the above example for a client on the EU datacenters. If your datacenter is in the US then this should be zohoapis.com. Additional Additional(s): I haven't done any...

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

Zoho Creator: Set Up Custom Domain for Customer Portalhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-set-up-custom-domain-for-customer-portal.html

17 November 2020 and note the CNAME which will either be creator.cs.zohohost.eu or creator.cs.zohohost.com depending on your datacenter: 2. Setup your Domain/Subdomain The process here is dependent on your service provider or domain registrar (website where you...

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

Zoho Creator: Public URL of an Image field / Upload to Shopify APIhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-public-url-of-an-image-field-upload-to-shopify-api.html

17 October 2021 with a report/view called Portal_Listing_Report and I have a publish key held in v_ListingPublishKey and lastly, my datacenter is .COM: URL Syntax #1 // works in eBay v_ImageSrc = "https://creator.zoho.com/file" + zoho.appuri + "Portal_Listing_Report/"...

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

Zoho Creator/Deluge: Calculating with Timezone Offsethttps://www.joellipman.com/articles/crm/zoho/zoho-creator-deluge-calculating-with-timezone-offset.html

07 December 2021 booking system based on the timezones of each party. Why? The use-case scenario is that our Creator server uses the US datacenter but has it's server timezone set to "US/Eastern" or "America/New_York" (-05:00). Our sales person is on the west coast in...

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

Zoho CRM & Zoho Inventory: Upload Image to Item Record using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-inventory-upload-image-to-item-record.html

21 June 2022 Note that for the below code, only 1 image is accepted at the moment, and the endpoint will depend on your datacenter (eg. COM or EU), and lastly the connection "joel_books" is my connection to ZohoBooks: // // declare ID of item in Zoho Inventory...

• 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 = Map(); m_Params.put("select_query",v_CoqlQuery); // // invokeurl (note the Zoho endpoint here will depend on your datacenter; .com / .eu) r_Coql = invokeurl [ url :"https://www.zohoapis.eu/crm/v2/coql" type :POST parameters:m_Params.toString()...

• 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 include these in her 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...

• 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 Here's a couple of working examples I use in production systems: Pre-amble: I'm applying to a Zoho Instance on the US Datacenter (.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...

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