ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://www.joellipman.com/articles/crm/zoho/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html

17 October 2022 Deal with that Deal Ref v_DealID = 0; if(v_DealRef != "") { l_SearchResults = zoho.crm.searchRecords("Deals","(Reference_ID:equals:" + v_DealRef + ")",1,200,{"converted":"both","approved":"both"}); for each r_Result in l_SearchResults {...

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

Zoho Recruit: Rollup Number of Recruit Candidates to CRM Accounthttps://www.joellipman.com/articles/crm/zoho/zoho-recruit-rollup-number-of-recruit-candidates-to-crm-account.html

19 October 2022 + 1; } } } } // m_Blank = Map(); l_SchoolSearch = zoho.crm.searchRecords("Accounts","Account_Name:equals:" + v_SchoolName,1,10,m_Blank,"zcrm"); for each r_School in l_SchoolSearch { // check no search error and valid records are returned...

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

Zoho Deluge: Convert Hex to RGBhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-convert-hex-to-rgb.html

11 October 2024 to convert to an RGB subset, the 1st value is to be multiplied by 16 and then added to the value of the 2nd; this equals the RGB value. Given #00FF00 // // given value v_HexGiven = "#00FF00"; // // transform or format the submitted value v_HexValue =...

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

Zoho Survey: Zoho CRM Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-survey-zoho-crm-webhook.html

01 October 2025 // // find contact by email v_CrmContactID = ""; l_SearchContacts = zoho.crm.searchRecords("Contacts","Email:equals:" + m_SurveyBody.get("Email")); for each m_ContactResult in l_SearchContacts { // // if found then simply update the contact...

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

Zoho CRM Client Script: Map Quote to Invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-client-script-map-quote-to-invoice.html

09 October 2025 doesn't seem to work for me) var a_QuotedSalesOrders = ZDK.Apps.CRM.Sales_Orders.searchByCriteria("(Quote_Name:equals:" + o_QuoteDetails.id + ")"); // convert to a usable array var a_QuotedSalesOrders = typeof a_QuotedSalesOrders === "string" ?...

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

Zoho Deluge: Generate and Send a CSV via Emailhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-generate-and-send-a-csv-via-email.html

16 June 2021 = zoho.currenttime; // // loop through dataset for each r_Event in zoho.crm.getRecords("Events", 1, 200, "Year_Month:equals:2021-06") { v_ThisEventTime = r_Event.get("Event_Time"); v_ThisEventNote = r_Event.get("Event_Details"); // // now lets add...

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