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

    } } The above should yield something like: /1234567890123_my_beautiful_face.jpg {"code":"SUCCESS","details":{},"message":"photo uploaded successfully","status":"success"} Source(s): ZohoCRM REST API: Upload a Photo Zoho Deluge: invokeURL task for API...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. 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

    Contacts > Links and Buttons > Create Button where the function arguments will be p_ContactID = Contacts.Contact_ID v_OutputMessage = ""; r_ContactRecord = zoho.crm.getRecordById("Contacts", p_ContactID); // // get merge field names (for reference)...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho CRM & Deluge: Adding 10 minutes to a CRM Date Time fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-deluge-adding-10-minutes-to-a-crm-date-time-field.html

    the following: { "code": "INVALID_DATA", "details": { "expected_data_type": "datetime", "api_name": "Check_Date_Time" }, "message": "invalid data", "status": "error" } How? We're going to parse the created date and time parts as well as the timezone,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://www.joellipman.com/articles/crm/zoho/zohocrm-xero-real-time-invoices-receive-webhook.html

    build up CRM record creation here } } } } } } } } // // return return {"crmAPIResponse":m_Response}; If you don't get an OK message then check your CRM code matches as above (with different v_Webhook_Key). If it still doesn't work then try solution #2:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. 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

    [ from :zoho.adminuserid to :"info@joellipman.com" subject :"Client Test: ZB: Payment Received for Invoice " + v_InvoiceRef message :"Workflow was executed and function ran: Balance: " + v_BalanceDue + " Customer Payments: " + r_SearchResults + "...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. 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

    template. // // initialize (this is code added to a button so should alert user if no email was specified) v_OutputMessage = ""; v_TemplateID = "123456789012345678"; // // get the quote details given a record ID r_QuoteDetails =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. 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

    to :"info@joellipman.com" subject :"ZohoSign Test - Request: " + v_RequestId + " - Document: " + v_DocumentId message :"Please find attached your requested document(s)" Attachments :file:r_File ]; } } } } }

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. ZohoCRM: Import Attachmentshttps://www.joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

    set on setup (leave blank) v_TotalHours := 0 v_YourProfile := "" v_YourEmail := "" v_YourBrowser := "" v_YourName := "" v_Message := "" v_YourDate := A_Year "-" A_MM "-" A_DD b_KeepOpen := false v_RunFolder := A_ScriptDir "\Run_" v_YourDate "_" A_Hour...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho Inventory: Enable Tracking using the APIhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-enable-tracking-using-the-api.html

    info "ITEM CREATE RESPONSE FOR " + v_ItemID; info r_CreateItem.get("message"); Error(s) Encountered items with opening stock cannot be deleted, set the opening stock to zero: Guess who's going to have their opening stock set to zero, save the record,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Zoho Books: Get Invoice Payment Terms via APIhttps://www.joellipman.com/articles/crm/zoho/zoho-books-get-invoice-payment-terms-via-api.html

    v_BooksOrgID type :GET connection:"zbooks" ]; info r_PaymentTerms; } This should yield something as follows: { "code": 0, "message": "success", "data": { "payment_terms": [ { "payment_terms_id": "123456000000000123", "payment_terms": 15, "is_default":...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Zoho Creator: Sendmail a list of attachmentshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-send-mail-a-list-of-attachments.html

    l_Downloads.add(r_Download2); // sendmail [ from: zoho.adminuserid to: "info@joellipman.com" subject: "Test File: List" message: "This is just a test" attachments: file: l_Downloads ] } Yields

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. 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

    CRM record 'pulls through'. Sending the address in the same request however gives me the following error: { "code": 15, "message": "Please ensure that the billing_address has less than 100 characters." } How? So the quick answer is 2 separate API calls...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSONhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-error-code-2945-extra_key_found_in_json.html

    m_Blank, "my_creator_connection"); // // SUCCEEDS: with r_Create = {"code":3000,"data":{"ID":"1234567000012345678"},"message":"Data Added Successfully"} Source(s): Zoho Creator / API Status Codes Zoho Community / Zoho One / Using Zoho One Zoho Community...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://www.joellipman.com/articles/crm/zoho/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

    sending an email from CRM, they want CRM to include this rich signature (different per user) at the bottom of the email message. How? So there are a few issues with displaying images which would have other solutions, such as hosting the images on a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. 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

    substitute with PDF, DOC, XLS extensions c_Document.Local_Image = ""; info "File: " + v_DocFileName; } catch (e) { info e.message; } } } } info "Created/Updated " + v_CountNew + " of " + v_CountImages; info "----------------"; } } This function is added...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. 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

    subject :"All Products from " + v_MyWordPressSiteUrl + " as of " + zoho.currenttime.toString("yyyy-MM-dd HH:mm:ssXXX") message :"Please see the attached file" Attachments :file:f_AllProducts ] // return v_TotalProducts + " product(s) in " +...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. Zoho Webhooks & Shopify API: Keep Disappearinghttps://www.joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

    [ from :zoho.adminuserid to :"me+DEBUG_SHOPIFY_EXAMPLE@joellipman.com" subject :"CLIENT Payload and Hash Comparison" message :v_VerifyHash + " " + v_ShopifyHash + " " + m_Payload.toString() ] // // to cut even more time, we could store it directly in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. 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

    automate this at the end of this function. Error(s) Encountered {"code":"INVALID_DATA","details":{"api_name":"Remind_At"},"message":"invalid reminder time","status":"error"} There was nothing wrong with the date time format here. Just that I was...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. 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

    // if "Proceed" was clicked if (b_Proceed) { // start Loader ZDK.Client.showLoader({type:'page', template:'spinner', message:'Re-writing Invoice Line Items...' }); // reset the subform of Invoiced Items ZDK.Page.getField('Invoiced_Items').setValue([]);...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 61 - 79 of 79

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