Zoho CRM & Zoho Books: Get Books Currency and Tax IDshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-books-currency-and-tax-ids.html

24 September 2021 in Zoho Books from Zoho CRM and want to map the correct currency and tax by their ID numbers. How? Using the REST API and InvokeURL in Zoho Deluge to look at Zoho Books. This uses up an extra 2 calls so you could run them once, store them as a map on...

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

Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://www.joellipman.com/articles/crm/zoho/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

14 February 2022 "/admin/api/" + v_ShopifyApiVersion.toString() + "/products.json?limit=5"; // // curl (zoho invoke) request r_GetProduct = invokeurl [ url :v_Endpoint type :GET headers:m_Header ]; // // output info r_GetProduct; GraphQL: Usage example: And here's a...

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

ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://www.joellipman.com/articles/crm/zoho/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

08 February 2023 */ v_CandidateZohoID = ifnull(p_CandidateID,0); r_Associated = invokeurl [ url :"https://recruit.zoho.com/recruit/v2/Candidates/" + v_CandidateZohoID + "/associate" type :GET connection:"my_connection" ]; //info r_Associated;...

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

Zoho Creator: Sendmail a list of attachmentshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-send-mail-a-list-of-attachments.html

20 July 2023 they'll already know this. void fn_Joel_Test() { /*** - tried with getUrl() but this doesn't work. - has to be an invokeUrl - set param name required - if file comes from a Creator form, no InvokeURL needed c_Form = Form[ID == 1234]; r_Download1 =...

• 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 estimate if(true) { // // ---------------------- GET ZOHO BOOKS TAX IDs ---------------------- m_Taxes = Map(); r_Taxes = invokeurl [ url :"https://books.zoho.eu/api/v3/settings/taxes?organization_id=" + v_BooksOrgID type :GET connection:"zbooks" ]; for...

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

Zoho Books: Generate Bank Text File for Downloadhttps://www.joellipman.com/articles/crm/zoho/zoho-books-generate-bank-text-file-for-download.html

02 October 2023 still... for each r_Bill in bills { v_BillID = r_Bill.get("bill_id"); } // // send attachment request r_Attachment = invokeurl [ url: "https://www.zohoapis.com/books/v3/bills/" + v_BillID + "/attachment?organization_id=123456789" type: POST files:...

• 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 Record Count: v_PerPage = 200; v_Endpoint = "https://www.zohoapis.com/crm/v5/Quotes/actions/count"; r_MaximumCount = invokeurl [ url :v_Endpoint type :GET connection:"zcrm" ]; v_MaxCount = ifnull(r_MaximumCount.get("count"),0).toLong(); v_Pages =...

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

ZohoCreator: Using .toFile and Uploading to a Creator fieldhttps://www.joellipman.com/articles/crm/zoho/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

25 March 2024 is apparently not the process. How? As a high-level overview: we'll generate the CSV rows and then a file; then we'll use invokeURL to upload the file. Generating the CSV Here's the simplified code to generate the CSV - note that I am replacing commas...

• 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 manually) v_Endpoint = "https://" + v_ShopifyID + "/admin/api/" + v_APIVersion + "/webhooks.json"; r_ShopifyWebhooks = invokeurl [ url :v_Endpoint type :GET headers:m_Header ]; if(r_ShopifyWebhooks.get("webhooks") != null) { // // loop through to see if...

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

Zoho Deluge: Connect to Shopifyhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-connect-to-shopify.html

15 July 2025 a username and password, or a client and secret in the endpoint of a URL will no longer be supported in the Zoho Deluge invokeURL task... This article exists because I spent 2 hours going down the rabbit hole of trying to use OAuth2 and following the...

• 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 via API I won't go into detail on how to set up your own connection as I have elsewhere on my website, but to use in an invokeUrl here's a quick overview: ZohoCRM > Setup > Developer Space > Connections Click on Get Started / Add New Connection Click on...

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

Zoho Deluge: Post a multi-dimensional or nested array to a 3rd-party APIhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-post-a-multi-dimensional-or-nested-array-to-a-3rd-party-api.html

03 February 2021 "Joel's Awesome Life", "item_price": "priceless" } } What Zoho sends to the 3rd-party API: Sending a map request using the invokeUrl() function, the odd thing is that Zoho's request adds double-quotes to the request and escapes the other double-quotes...

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

Zoho Inventory: Mark a package slip as delivered and shippedhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-mark-a-package-slip-as-delivered-and-shipped.html

14 July 2022 v_BooksOrgID); v_Url = "https://inventory.zoho.com/api/v1/shipmentorders?" + l_UrlParams.toString("&"); r_CreateShipment = invokeurl [ url :v_Url type :POST parameters:m_Params.toString() connection:"jl_inventory" ]; info "Created Shipment: "; info...

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

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 v_Url = "https://accounts.zoho."+v_TLD+"/oauth/v2/token?" + l_Params.toString("&"); r_AccessToken = invokeUrl [ url: v_Url type: POST ]; // // output v_AccessToken = ifnull(r_AccessToken.get("access_token"), ""); // // use the access token to query...

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

ZohoDeluge: Check Shipment Status via DHL APIhttps://www.joellipman.com/articles/crm/zoho/zohodeluge-check-shipment-status-via-dhl-api.html

21 March 2023 = "https://api-eu.dhl.com/track/shipments?trackingNumber=" + v_TrackingNumber; // // send request r_ShipmentDetails = invokeurl [ url: v_Endpoint type: GET headers: m_Header detailed: true ]; // // parse response...

• 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 or that has been added to the system based on the business hours set at the organization level in ZohoCRM. How? Using an invokeURL, the key here is you'll find them in the settings; so check that your connection has the scope to access both Organization...

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

ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://www.joellipman.com/articles/crm/zoho/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

27 April 2023 Order Date: " + v_OrderDate); info p_eBayOrderRef; // // get books tax rates m_Taxes = Map(); r_Taxes = invokeurl [ url :"https://books.zoho.eu/api/v3/settings/taxes?organization_id=" + v_BooksOrgID type :GET connection:"joel_books" ];...

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

Zoho Deluge and Wordpress/WooCommerce API: Get All Productshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-and-wordpress-woocommerce-api-get-all-products.html

15 April 2024 l_PaginationParams.add("order_by=id"); // // we have no more than 100 categories so let's start counting r_Categories = invokeurl [ url: v_EndpointCategories + "?" + l_ConnectionParams.toString("&") + "&" + l_PaginationParams.toString("&") type: GET ];...

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

ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://www.joellipman.com/articles/crm/zoho/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

01 April 2025 ID". Furthermore, fn_quotes_getquoteditems is a custom function (referred to in the code snippet below) in CRM that uses invokeURL to get the line items from the quote as well as the custom fields. /*...

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

Zoho Creator: isBlank and isNull: Before or After?https://www.joellipman.com/articles/crm/zoho/zoho-creator-isblank-and-isnull-before-or-after.html

10 February 2025 { info "isNull Preceding is TRUE"; } Additional Note(s): I've noticed that if the accepted content on an invokeURL in ZohoCreator is not JSON, then isNull() preceeding will not work. Instead you will need to do something like the following: m_Header =...

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