Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

17 August 2022 that given an invoice, checks the customer payments and updates the custom fields. Executing the function this worked as expected. Now put it on a workflow where the settings were: When an invoice is "Created or Edited" Execute the workflow when "When...

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

Zoho CRM: Manage a subform using Client Scripthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

09 December 2022 to is a custom module called "Deployments". The field which triggers it is called "Which_rate_card_is_this_based_off". The expected outcome is the appending of a row to the subform based on the start date (first field in the subform) match in which case...

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

ZohoCRM: Import Attachmentshttps://www.joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

16 January 2023 A data backup or export of the Attachments from ZohoCRM will return to you a CSV of attachments. View it to see what is expected of the reverse process, the import file. The import file I got working had the following columns: Attachment Id: This needs...

• 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 file with the headers: Ticket ID, Attachment ID, Image URL, Created Time, Modified Time Add a dummy row with data that is expected to be in the rows (ZohoAnalytics may have issues loading a file with only headers) Click on "Create" then "New...

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

Zoho Webhooks & Shopify API: Keep Disappearinghttps://www.joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

22 April 2024 Starts ASAP; with a frequency of Hourly (run every 2 hours); and never ends. Save and done. Error(s) Encountered webhook: expected String to be a Hash In this invokeURL, set the parameters to a JSON string using .toString(). For those puzzled as to how...

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

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 This has been applied for my client, but I'm awaiting feedback (UAT = User Acceptance Testing) to ensure this behaves as expected. So I found another function was being run when a contact record is created and I appended this snippet of code to the end...

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

MySQL Transactions in PHPhttps://www.joellipman.com/articles/database/mysql/mysql-transactions-in-php.html

14 December 2016 the chances of misplacing our millions due to some possible error we must ensure that both queries are executed with the expected result before committing any changes to the data. This where transactions are useful. We can run the queries, then check if...

• Type: Article
• Author: Ike Francis
• Category: MySQL
• Language: en-GB

Zoho Deluge - MD5 functionhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-md5-function.html

19 November 2018 So this is NOT an article on how to create a MD5 function for an ETag in Zoho Deluge as I expected it would be. At time of print, the Zoho documentation (and Google search results) make no mention of using MD5 in an encryption task. Why? I'm trying to...

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

Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

18 August 2025 m_Params ) .then( function( r_SubData ){ console.log("Raw response:", r_SubData); // Check if the response contains the expected structure let output = r_SubData?.details?.output; // If the output is JSON text, parse it into a real object let...

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