Advanced Search

Here are a few examples of how you can use the search feature:

Entering this and that into the search form will return results containing both "this" and "that".

Entering this not that into the search form will return results containing "this" and not "that".

Entering this or that into the search form will return results containing either "this" or "that".

Search results can also be filtered using a variety of criteria. Select one or more filters below to get started.

Assuming might is required, the following 63 results were found.

  1. Zoho CRM REST API: Stop Workflow from Triggeringhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-rest-api-stop-workflow-from-triggering.html

    record was updated to update its changes to CRM. It was actually causing a loop which used up all the API calls. How? You might already be familiar with some of the trigger options below but one that worked was initially guessed as "none" but then later...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho Creator: Receive JSON via a Shopify Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-json-via-a-shopify-webhook.html

    form and publishing this for public use. Then giving Shopify the URL to the form and populating a field called "body". I might test this if I come across a client who doesn't use CRM.

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name)https://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-bookings-full-name-appears-in-last-name.html

    A quick article to explain why the full name might appear in the last name field in Zoho CRM. Why? We had a customer report the issue that sometimes the full name of a contact was appearing in the last name field and creating a contact called "Firstname...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Creator: Prevent Endless Loops On User Input of a Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-prevent-endless-loops-on-user-input-of-a-field.html

    a change to the triggering field if there was no difference on the eTag value. Monitoring multiple fields Additionally, you might ask if you need an eTag field for each field that you want to monitor changes. The answer is no, you only need one. You can...

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

    How to address the above error and how to update a Shipping Address for a specific Sales Order in Zoho Books. Why? You might think the following request to create a Sales Order in Zoho Books would be enough: { "date": "2021-09-08", "zcrm_potential_id":...

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

    available updatedAt } } product { id title handle } updatedAt } } } } I found this is the same as the inventoryQuantity so might as well reduce those costs (by almost a half!). Source(s): Shopify Partners - How to Generate a Shopify Access Token...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

    organization ID v_BooksOrgID = 20221234567; // // determine URL of file to download (note the DC here is EU but yours might be COM) v_Url = "https://inventory.zoho.eu/api/v1/items/" + input.Zoho_Inventory_ID + "/image?organization_id=" + v_BooksOrgID +...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. 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

    Caveat(s): The "From" email address can only be the admin or the logged-in user (user who clicks on the button). There might be an easier way to get the template ID used in CRM, but we did this by Login to ZohoCRM > Settings > Templates > Inventory...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. 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

    that are required for the above but you may want to use the out-of-the-box modules instead: Sometimes, a salesperson or user might be generating an invoice on behalf of the account manager (person who manages the customer's account), so let's get the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. ZohoCRM: Get All eBay Active Listingshttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-all-ebay-active-listings.html

    number of products you have in your shop, it will stop when it's reached the end of the list as per eBay and not what you might have thought it was. /* Function: fn_GetEbayActiveProducts() Purpose: Queries eBay for all active listings Date Created:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. 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

    quick answer is to build a nested map in your request instead of using the Creator/JavaScript period/dot character... Some might suggest it's an authorization error but if you do a getRecordById and it works then the connection string is fine. What I...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. ZohoCRM: Using Criteria with Module Record Counthttps://www.joellipman.com/articles/crm/zoho/zohocrm-using-criteria-with-module-record-count.html

    in the same syntax format as the one used in the Search API call. Code-wise using the same criteria variable for both calls might offer some consistency. Notes on the attribute: Criteria You can't compare a date time value to a field that is simply of...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. ZohoCreator: Basic Widget with Zoho Datahttps://www.joellipman.com/articles/crm/zoho/zohocreator-basic-widget-with-zoho-data.html

    was a little sparse on how to connect a JS widget to the data held in Zoho Creator. Having this example for future use might save me some time. The following is the early version of a JS widget used for a customer and before I added all the layers of...

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

    simply will not process it all and respond to Shopify within 1 second. How? So let's begin with the code snippets as these might answer your question to begin with and then we'll do the easy bit on how you set this up in the CRM. I'm using ZohoCRM here...

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

    AddBusinessDay(n) if your guys operate over the weekends. The task will be on the lead record as soon as it is created which might confuse the staff member dealing with the lead but it's there until conversion. The re-assignment of the lead (or...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Zoho Analytics: Create a Monitoring System with Imageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-create-a-monitoring-system-with-images.html

    for uploading into the system stored on your device. A URL (as in an image hosted on another website) can be used so you might skip the first section here where I demonstrate how to upload photos to be hosted by the Zoho Analytics app. Uploading the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://www.joellipman.com/articles/crm/zoho/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

    have a header and a body. The 2nd caveat is a concern around security. It is difficult to guess a customer's Zoho ID; some might say almost impossible. To use other fields that could be sent via the URL as a verification to be checked at the webhook...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. Zoho People: Get Performance Records over APIhttps://www.joellipman.com/articles/crm/zoho/zoho-people-get-performance-records-over-api.html

    wasn't able to select the performance modules (Client Review and Placement Tech Survey having been disabled)... How? So this might seem obvious but after trying to scan the meta data (snippets at the bottom of this article), the simplest way was right...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. Add "Command prompt from here" to right-click context menuhttps://www.joellipman.com/articles/microsoft/windows-os/add-command-prompt-from-here-to-right-click-context-menu.html

    to sorta factory settings), so instead of googling it and going through other websites that work and don't; I thought I might as well post the way I do it: Open up windows explorer Go to Tools -> Folder Options Click on the File Types tab Scroll down...

    • Type: Article
    • Author: Joel Lipman
    • Category: Windows OS
    • Language: *
  20. Code Troubleshooting Checklisthttps://www.joellipman.com/articles/web-development/code-troubleshooting-checklist.html

    ways of pinpointing the source of the problem: In a database/web environment, have you? Commented out lines that you suspect might be the problem? Able to run the SQL queries directly against the database? Matched the datatypes received/returned by...

    • Type: Article
    • Author: Joel Lipman
    • Category: Web-Development
    • Language: *
Results 41 - 60 of 63

Donate & Support

If you like my content, and would like to support this sharing site, feel free to donate using a method below:

Paypal:
Donate to Joel Lipman via PayPal

Bitcoin:
Donate to Joel Lipman with Bitcoin bc1qf6elrdxc968h0k673l2djc9wrpazhqtxw8qqp4

Ethereum:
Donate to Joel Lipman with Ethereum 0xb038962F3809b425D661EF5D22294Cf45E02FebF

Please publish modules in offcanvas position.