Zoho Analytics: Create a Monitoring System with Imageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-create-a-monitoring-system-with-images.html

25 July 2024 keys later on to link my report to so keep them short without any special characters. I then saved this table with the name "Joels Image Library". I think I closed it and reopened it but now I want a 2nd column. So I click on the "Add" button and select...

• 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 Login to ZohoCRM > Setup > Developer Space > Connections > Zoho OAuth Give your connection a name, I'm calling mine "Joels Connector" Select the Scopes: ZohoWriter.documentEditor.ALL and ZohoWriter.Merge.ALL For good measure, I'm going to include the...

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

Zoho Deluge: Zoho Bookings Get Available Slotshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-zoho-bookings-get-available-slots.html

23 June 2021 scope: zohobookings.data.CREATE Get the workspaces: // // get workspaces r_WorkspaceResults = zoho.bookings.getWorkspaces("joels_connector"); l_Workspaces = r_WorkspaceResults.get("response").get("returnvalue").get("data"); for each r_Workspace in...

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

Zoho CRM: Upload a Product Photo using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-upload-a-product-photo-using-deluge.html

27 September 2021 to file. We then use another invokeUrl to upload the photo to CRM: // init v_AppOwner = "joel_the_awesomest"; v_AppName = "joels_app"; v_ReportName = "My_Report"; // specify your CRM record ID for this product v_CrmProductID = 1234567890123456789; //...

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

Zoho Projects: Add a Time Log to an Issue using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-projects-add-a-time-log-to-an-issue-using-deluge.html

30 April 2021 in top-left > Setup > Connections) Click on "Add Connection" and click on "Zoho OAuth" Give a lower connection name, eg. "joels_connector" Select the scope ZohoProjects.timesheets.ALL as a minimum (or CREATE/READ): 2. Code to push Time Log entry to Zoho...

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

Zoho CRM: Get Unique Values of a Text Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-get-unique-values-of-a-field.html

08 October 2021 r_Coql = invokeUrl [ url :"https://www.zohoapis.eu/crm/v2/coql" type :POST parameters: m_Params.toString() connection: "joels_coql_connection" ]; // // output info r_Coql; But this returns something like the following (I've reduced the 200 records to...

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

Zoho Creator: Create a Widget which uses JavaScripthttps://www.joellipman.com/articles/crm/zoho/zoho-creator-create-a-widget-which-uses-javascript.html

24 October 2020 services, use the arrow up/down keys to select “Zoho Creator” and press the return/enter key. Give the project a name: eg. “joels_awesome_app” (without the double-quotes and no funny characters). It will initialize a project in a folder called something...

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

Zoho Creator: Receive JSON via a Shopify Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-json-via-a-shopify-webhook.html

15 July 2021 Developer Space > Connections > Add Connection Select the Zoho Creator connection, give it a Connection Name, I'm going with joels_creator Give it a lowercase Connection Link name Select the scopes: ZohoCreator.form.CREATE and ZohoCreator.report.CREATE...

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

Zoho CRM & Zoho Books: Custom Related Lists Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-custom-related-lists-deluge.html

30 July 2021 r_SearchResults = zoho.creator.getRecords(v_OwnerName,v_AppLinkName,v_ViewLinkName,v_Condition,1,100,"joels_connection"); v_ResponseCode = ifnull(r_SearchResults.get("code"),500).toLong(); // // if found records if(v_ResponseCode == 3000) {...

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

Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

28 April 2021 Record): // sample code when creating a record in a module that contains a lookup m_Create = Map(); m_Create.put("Name","Joels Amazing Test"); r_Create = zoho.crm.createRecord("Tests", m_Create); // now take the ID that was created and use the following...

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

Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://www.joellipman.com/articles/crm/zoho/zoho-crm-update-a-custom-field-in-line-items-product-details.html

17 May 2021 = invokeurl [ url :"https://www.zohoapis.eu/crm/v2.1/Invoices/" + p_InvoiceID type :GET parameters: m_Params connection:"joels_connector" ]; info r_InvoiceDetails; Common Error(s):...

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

Zoho Creator: Receive eBay Order Notifications via Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-order-notifications-via-webhook.html

20 September 2021 r_CreateRecord = zoho.creator.createRecord(v_AppOwner,v_AppName,v_FormName,m_CreateRecord,m_Blank,"joels_connector"); /* // Email yourself as a test but remember to remove this before going Live. sendmail [ from :zoho.adminuserid to...

• 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 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 Inventory - Error: Please ensure that the...

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

Zoho Books: Display Sales Order Shipping Address on Package Sliphttps://www.joellipman.com/articles/crm/zoho/zoho-books-display-sales-order-shipping-address-on-package-slip.html

07 October 2021 and in my Sales Order: BILLING ADDRESS SHIPPING ADDRESS ------------------- ------------------- Test Company Joels PO Box 1 Test Street 1 Different Street Test City Another City Test State Test Zip Another State Another PostCode Test Country A different...

• 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 r_Response = invokeurl [ url :v_Endpoint type :GET connection:"joels_connector" ]; if(!isnull(r_Response.get("fields"))) { // loop through every field to find the customer's timezone one for each r_Field in r_Response.get("fields") {...

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