Zoho Deluge: Get Image Uploaded in Creator Formhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-image-uploaded-in-creator-form.html

14 July 2020 Additional Note Just as a note to do the reverse: upload an image given a URL to an image field (prerequisite: enable the field to allow Image as "Link" not just "Local Computer" or "Camera"): for each r_Image in m_Product.get("images") {...

• 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 I probably won't forget this but just in case I do, this is an article to explain how I got the shipping address from a sales order in Zoho Books into the template of the Package Slips. Why? It took me a while of playing about with the placeholder...

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

Zoho Creator: Public URL of an Image field / Upload to Shopify APIhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-public-url-of-an-image-field-upload-to-shopify-api.html

17 October 2021 [image]: Update 2023 Again this example doesn't include the publish key but can be used across apps in Creator [note this is just for quick ref]. Where my form is called "My_Form" and the image field is "My_Photo" [also note: instead of zoho.appuri, we...

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

Zoho CRM: Schedule a Call using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-call-with-deluge.html

18 November 2021 data","status":"error"} trying to submit a CRM date time when it just wants the dropdown option equivalent (eg. "10 mins", "1 hrs") Just as a refresher if this was a task and not a call: v_ReminderDate = v_SystemAppointmentDateTime.subMinutes(15);...

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

Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-text-sms-using-twilio-api-localsense.html

16 December 2021 number if(v_CustomerNumber!="") { // // the message we want to send v_Message = "Hi "+v_CustomerFirstName+"! This is just to remind you that we will be phoning you in an hour for your initial consultation with . To reschedule, just reply to this message...

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

GoDaddy Apache cPanel: Install SSL Certificatehttps://www.joellipman.com/articles/linux/cpanel/godaddy-apache-cpanel-install-ssl-certificate.html

07 April 2022 each year despite it's expiry in a couple years time. The first time I did it, there were more steps; the second time I just did as per the below. If I ever have to do the long process again, I'll add it to this article. How? I know there are...

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

Amazon Kindle: Send PDFs to your Kindlehttps://www.joellipman.com/amazon/kindle/amazon-kindle-send-pdfs-to-your-kindle.html

29 June 2022 I wanted to take note of as it is a process that worked at time of print (6 June 2022) and I wanted to make sure it didn't just disappear or be difficult to find in future. How? The process of sending a PDF file to your Kindle device is also quite...

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

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 is "Created or Edited" Execute the workflow when "When any field is updated" Filter the triggers when Status is "Paid" Just once or every time is "Everytime" Actions is a custom function called "fn_invoice_updatepaymentmethod" But this wouldn't work...

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

Zoho Analytics: Determine profits from invoices and purchase ordershttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

03 November 2022 took my team the best part of two months to find a solution. How? Disclaimer! There may be many ways of doing this, this is just one way that we used that worked for 90% of the invoices. There are invoices that may be associated to sales orders changed...

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

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

16 January 2023 name as it is to be displayed in ZohoCRM). For example "5a4bed37590588baa5fc272219e8e553_image001.jpg" for Attachment ID and just "image001.jpg" for File Name. Attachment Owner Id: This is a "zcrm_" prefixed ID of the user who owns the attachment....

• 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 "18:00" }, "Saturday": { "open": "09:00", "close": "15:00" } } Inserting as a subform on the employee record So now we just need to append the following code which loops through the map / associative array we just created and shove this onto every...

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

Zoho CRM: Change System Field Lengthhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

19 June 2023 to map the Postal Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using custom fields, then just ensure that the data type and field lengths match. In this case, they are system fields for the Postal Code which...

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

Zoho Deluge: Get the Week Number if Week starts on a Mondayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-the-week-number-if-week-starts-on-a-monday.html

06 July 2023 on a Monday. So let's say there's a schedule that has to be run weekly and include all the orders of a specific week... Just to confuse everyone in the world, the day index for a Sunday is 7 (ie. myDate.toString("u") returns 7) and the week commences on...

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

Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

12 July 2023 all unique/distinct Customers Get a list of all Customers Remove the list of unique ones from the "all" list to be left with just the duplicates. The Code v_CountDiscrepancies = 0; // l_Customers1 = Customer[ID != 0].distinct(Customer_Name);...

• 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 another developer and it occurred to me that perhaps this isn't clearly documented. But there are tips found across the web just not specifically addressing this. How? Here is the code for a test function which downloads 2 files from a public domain, no...

• 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 you download the PDF and view this outside of the Zoho instances, the photos don't display. This is because the photos were just links in the Zoho Creator image field, links to another Zoho app that is behind a user wall (ie. login and password as a...

• 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 count of all products (if there's another way, I'd love to hear it). We don't have more than 100 product categories so we'll just to page 1 but specifying 100 per page as the default is only 10. // // API keys (these are made up so enter your own in...

• 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 reminder time","status":"error"} There was nothing wrong with the date time format here. Just that I was submitting a TRIGGER=DATE-TIME but without the correct additional parameters omitted/needed (in my case the UNTIL given a CRM/Atom date time...

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

Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

06 August 2024 an endpoint for the webhook in ZohoCRM: Login to ZohoCRM > Setup > Functions > and hover the mouse over the function you just created above (eg. Fn - ZohoSign - Document Completed) Hover the mouse over the ellipsis that appears and select "REST API"...

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

ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://www.joellipman.com/articles/crm/zoho/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

06 May 2025 the # symbol to map it to "Deals.Deal Id" Save and close the function In the list of functions, hover over the function you just made and select "REST API" Enable both OAuth and REST API Click on "Save" to close the dialog box Client script to show/hide...

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