JOEL LIPMAN Systems / Automation / AI

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Practical notes on CRM development, automation, APIs and everyday IT.

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287 results

  1. Zoho Books

    Zoho Books: Change a Purchase Order's Delivery Address over API

    ... the customer and the address where the goods should go. How? The following extracts show the important parts of my button function. They retain the working Books requests and delivery fields, with placeholder identifiers and a few additiona ...

  2. Zoho Books

    Zoho Billing: Workflow does not exist!

    ... xecuting it once, then clicking on it in the logs) displayed the following message: Workflow does not exist! Invoices continued to be created successfully in Zoho Billing, but the expected record was not being added to a custom queue module ...

  3. Zoho Deluge

    Zoho Deluge - Calculate Portion Count

    ... search itself establishes the optimisation. Worked examples The following examples use sizes {2,5,10,20} unless stated otherwise. PortionsReturned mapCapacityTraysSurplus 0 {} 0 0 0 1 {"2":1} 2 1 1 3 {"2":2} 4 2 1 9 {"5":1,"2":2} 9 3 0 18 ...

  4. Automation

    OpenAI GPT Image 2.5: This house does not exist

    ... rect, that the walls are in the right place as you'll see in the following, there are some AI hallucinations and tangents from the brief. This could easily fool less knowledgeable people but looking carefully you'll see that it is AI genera ...

  5. Zoho Analytics

    Zoho Analytics: Sync with Unleashed over API

    ... ed from the exact query string being sent to the API. I used the following small Zoho CRM function to generate the signature: string standalone.fn_Unleashed_GenerateSignature(int p_PageSize) { v_ApiKey = "YOUR_UNLEASHED_API_KEY"; v_Params = ...

  6. Zoho Books

    Zoho Books: getRecordsByID

    ... ous ones including an invokeUrl and then a colleague gave me the following. I hope it helps someone else out there too... Note that connection zbooks has zohobooks.fullaccess.all and this code is on the EU datacenter: info item; // yields { ...

  1. Zoho CRM

    Zoho CRM: Update Opportunity Type as New or Existing Business

    ... the action Save the workflow You should have something like the following: Step 4: Automation - Set Deal / Opportunity won to Existing Business Go to Setup > Automation > Workflow Rules > Create Rule Record Type (Module) is "Sales Orders" ...

  2. Zoho People

    Zoho People Analytics Regional Configuration

    ... ed regions. How? So as a high-level this document will cover the following: Configure Zoho People and Zoho Analytics access Restrict the Dashboards for HR staff. Create restricted Workspaces for MI teams (reporting staff). This article outl ...

  3. Zoho CRM

    Zoho Survey: Zoho CRM Webhook

    ... k and the parameter is a string called crmAPIRequest Give it the following code: string standalone.fn_SubmitSuspectSurvey_Webhook(String crmAPIRequest) { /* ******************************************************************************* Fun ...

  4. Zoho Analytics

    Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pages

    ... a public Survey with an email field on it, then you may need the following query instead: SELECT concat('REF-', left_pad(to_integer(substring(r2."ID", 8)), 6, '0')) AS "Attempt ID", s."Title" AS "Survey", r2."End Date" AS "Response Date", C ...

  5. Zoho CRM

    Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM function

    ... S in the output of the function... done. What we're here for The following script is what I use to pass the record ID to a CRM function called fn_Accounts_CreditSafe. It was partly written by referring to documentation and using CoPilot or ...

  6. Zoho Deluge

    Zoho Deluge: Connect to Shopify

    ... t 2 hours going down the rabbit hole of trying to use OAuth2 and following the usual steps: Grant Code, Refresh Token, Access Token. I also went down the rabbit hole of installing app-bridge and configuring a JWT which was an absolute waste ...

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