Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)https://www.joellipman.com/articles/crm/zoho/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

02 February 2021 + v_ThisFileAttachmentID; // // using a Zoho Oauth connection with scope (ZohoCRM.modules.ALL) r_DownloadFile = invokeurl [ url :v_CrmEndpointUrl type :GET connection:"my_connector" ]; // add record as zoho.loginuser so that only record owners can...

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

Zoho CRM & Zoho Creator: Query returns some fields missing other data on the recordhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-creator-query-returns-some-fields-missing-other-data-on-the-record.html

26 July 2021 to Zoho Creator 5 when using zoho.creator.getRecords(), zoho.creator.searchRecords(), zoho.creator.getRecordById(), and invokeUrl [...api v2... ] Source(s): Zoho Deluge - Get Record by ID Zoho Creator API v2 - Get Record - Detail View

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

Zoho CRM: Standard Setup for Tax Rateshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-standard-tax-rate-setup.html

02 September 2021 the user will get a popup saying something like "No tax associated with this product.". For CRM REST API: r_TaxRates = invokeUrl [ url: "https://www.zohoapis.com/crm/v6/org/taxes" type: GET connection: "zcrm" ]; info r_TaxRates; // list tax rates...

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

ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.https://www.joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

22 September 2021 // send the request via API (change connection name to your own) r_UpdateSO = invokeurl [ url: v_Endpoint type: PUT parameters: m_ShippingAddress.toString() connection: "joels_connector" ]; info r_UpdateSO; } } Source(s): Zoho Community Forums - Zoho...

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

Zoho Creator / eBay: Get all Active Productshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-ebay-get-all-active-products.html

13 October 2021 x_Params = x_Params.toString().replaceFirst("",""); // // send the request XML as a string r_ResponseXML = invokeurl [ url :v_Endpoint type :POST parameters:x_Params headers:m_Headers ]; // // output response info r_ResponseXML; // // if successful then...

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

Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

21 October 2021 is a separate function to run (standalone) and will return to you the templates and the field references: r_Templates = invokeUrl [ url: "https://zohoapis.com/writer/api/v1/templates" type: GET connection: "joels_connector" ]; info r_Templates; // //...

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

Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng)https://www.joellipman.com/articles/crm/zoho/zoho-crm-deluge-get-timezone-based-on-geocoded-address-lat-lng.html

15 December 2021 the fields on the Lead module v_Endpoint = "https://www.zohoapis.com/crm/v2/settings/fields?module=Leads"; r_Response = invokeurl [ url :v_Endpoint type :GET connection:"joels_connector" ]; if(!isnull(r_Response.get("fields"))) { // loop through every...

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

Zoho Creator: eBay: Get Item Transactionhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-ebay-get-item-transaction.html

22 January 2022 x_Params = x_Params.toString().replaceFirst("",""); // // send the request XML as a string r_ResponseXML = invokeurl [ url :v_Endpoint type :POST parameters:x_Params headers:m_Headers ]; // // output response info r_ResponseXML; /* // // if successful...

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

Zoho CRM: searchRecords with sorted resultshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-searchrecords-with-sorted-results.html

10 February 2022 from Products where Product_Name = '" + v_SearchName + "' order by id limit " + v_PerPage}; r_CoqlSortedProducts = invokeUrl [ url :"https://www.zohoapis.eu/crm/v7/coql" type :POST parameters:m_Params.toString() connection:"zcrm" ]; l_SortedProducts =...

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

Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

11 March 2022 = "https://www.zohoapis.com/crm/v2/Contacts/" + v_CrmContactID + "/Attachments/" + r_Attachment.get("id"); r_Download = invokeurl [ url :v_AttachmentEndpoint type :GET connection:"ab_crm" ]; r_Download.setParamName("file");...

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

Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

18 August 2022 + v_TemplateID + "/actions/print_preview?record_id=" + p_QuoteID + "&print_type=pdf"; f_FileRequest = invokeurl [ url :v_Url type :GET connection:"zcrm" ]; f_FileRequest.setParamName("file"); f_FileRequest.setFileName(r_QuoteDetails.get("Subject") +...

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

Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

20 February 2023 m_GraphQl = Map(); m_GraphQl.put("query",v_GraphQl); // // Let's test with this GraphQL query r_GetProductVariants = invokeurl [ url :v_Endpoint type :POST parameters:m_GraphQl.toString() headers:m_Header ]; //info r_GetProductVariants; // // parse the...

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

ZohoDeluge: Get All eBay Orders Given a From and Till Datehttps://www.joellipman.com/articles/crm/zoho/zohodeluge-get-all-ebay-orders-given-a-from-and-till-date.html

28 February 2023 x_Params = x_Params.toString().replaceFirst("",""); // // send the request XML as a string x_ResponseBody = invokeurl [ url :v_Endpoint type :POST parameters:x_Params headers:m_Headers ]; Parsing the response into JSON or a Deluge Map This can be...

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

ZohoCRM: Get All eBay Active Listingshttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-all-ebay-active-listings.html

01 March 2023 // info "Request Sent to eBay:"; // info x_Params; // // send the request XML as a string x_ResponseBody = invokeurl [ url :v_Endpoint type :POST parameters:x_Params headers:m_Headers ]; if(v_Page==1) { // // get page results x_PaginationResult =...

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

Zoho Deluge: Get All Orders from eBayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-all-orders-from-ebay.html

29 March 2023 // //info "Request Sent to eBay:"; //info x_Params; // // send the request XML as a string x_ResponseBody = invokeurl [ url :v_Endpoint type :POST parameters:x_Params headers:m_Headers ]; //info "Response from eBay:"; //info x_ResponseBody; // // get...

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

Zoho Inventory: Enable Tracking using the APIhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-enable-tracking-using-the-api.html

04 May 2023 more along with setting the other options under "Advanced Tracking" // // get chart of accounts to use r_ChartOfAccounts = invokeurl [ url :"https://books.zoho.eu/api/v3/chartofaccounts?organization_id=" + v_BooksOrgID type :GET connection:"zinventory"...

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

Zoho Creator: Get Images in Report to be Exported to PDFhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

26 January 2024 use a try...catch as some file types may cause this to partially fail try { v_CountNew = v_CountNew + 1; f_DownloadFile = invokeurl [ url :v_ImageSrc type :GET connection:"zdesk" ]; f_DownloadFile.setParamName("file"); // // add into subform (actual...

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

Zoho Books: Error 7008: There are no contact persons associated with this Invoicehttps://www.joellipman.com/articles/crm/zoho/zohobooks-error-7008-there-are-no-contact-persons-associated-with-this-invoice.html

07 March 2024 + v_BooksInvoiceID + "/email?organization_id=" + v_BooksOrgID; r_SendInvoice = invokeurl [ url :v_Endpoint type :POST parameters:m_Params.toString() connection:"zbooks" ]; info "------------"; // info "Send Invoice Request:"; // info m_Params; // info...

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

Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

23 May 2024 "sales"); v_PriceBookEndpoint = "https://www.zohoapis.com/books/v3/items/pricebookrate"; r_ThisPriceBook = invokeurl [ url : v_PriceBookEndpoint type :GET parameters: m_Params connection:"zbooks" ]; // // tests show this only returns the 1 relevant item...

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

Zoho Analytics & Zoho People: Monitor DataSource Sync https://www.joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

02 July 2024 v_Endpoint = v_BaseURL + "/restapi/v2/workspaces/" + v_WorkspaceID + "/datasources"; // // send the request r_Analytics = invokeurl [ url :v_Endpoint type :GET headers:m_Header connection:"my_connection" ]; //info r_Analytics; // // parse response...

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