Assuming over is required, the following 108 results were found.
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// return Zoho response to Shopify return {"crmAPIResponse":m_Response}; Save the function Return to the functions list and hover your mouse over the function you just created until an ellipsis/3 dot icon appears > Click on it and select REST API....
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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the top right corner Navigate to the appropriate workspace Click on Registration Form Configure the field for Guest Users Hover over "Name" and click on the pencil icon to edit this Alongside "Field Type", select "First Name, Last Name" Now your booking...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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select "Modules and Fields" Click on "Organize Modules" Enable "Invoices" (by ticking the box and clicking on "Save") Hover the mouse over "Quotes" and select "Quote Conversion Mapping" Map your fields that you want and click on "Save" Re-click on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Notification" message :m_Payload ] */ return r_CreateRecord; Save the function While still on the CRM functions page, hover your mouse over the function name you just created and click on the ellipsis/three dots icon Select REST API and enable the API...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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2 calls at the beginning of your function in case they add a currency or tax rate and want to push a sales order immediately over. Get Currencies Remember to replace the v_BooksOrgID with your client's Organization ID for Zoho Books and check the URL...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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if they could have tabs along the top to display each section. How? The way we do this is by applying our own stylesheet and overriding certain CSS elements that the vanilla or out-of-the-box Zoho Creator ones provide. First, let's add a Notes field to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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today's date, tomorrow's, and the day after's but it has to skip Sundays. Why? Wanting to create a schedule for availability over the next few days which needs to dynamically change. I am aware of the function .addBusinessDay() but that excludes...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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that is being returned for API names... If that were the case, it would have been a 5 minute job. Instead, it's turned into over an hour of figuring this out. So here's a working snippet of code: // test to get the JSON response format r_CallDetails =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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below details on how you can get Xero to tell Zoho when a contact or invoice has been updated immediately. How? Here's an overview of how we achieve this: Set up a Zoho CRM function to receive the webhook. Setup a webhook in Xero. [Optional for Method...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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one defines the stage the lead is at. How? Well this can be done through a validation rule. After working in Zoho CRM for over 3 years, this is the first time I'm using it so I'm documenting it. For this example, we're going to use my use-case scenario...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Because we're going to use Zoho Creator as a middleware. Just to add to the pain, I'm going to make my function in Zoho CRM: Overview Create a REST API CRM function that can return the ebay URL of the image. Done High Level Overview Create a REST API...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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be an easier way to get the template ID used in CRM, but we did this by Login to ZohoCRM > Settings > Templates > Inventory Hover the mouse cursor over the template you want to use. Note or screenshot the url that pops up and the template ID is at the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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option). The Attachments folder must contain no subfolders and only unique filenames herein. Perhaps if you were doing this over several imports, you could use the same filenames, I didn't try this, instead my program generates a unique MD5 for each...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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following: Click on "Done", then on "Save and Close". Go to the Lead Conversion Mapping page (Setup > Modules and Fields > Hover the mouse over the Leads word and click on the ellipsis/three dot icon, then select "Lead Conversion Mapping"). Select your...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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one customer at a time. Even a loop would hit a statement execution limit. Why? My use-case is that I need this done over a dataset of 20k+ contact records and that's only half of the production system's contacts. I needed a quick bit of code to find...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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image field, links to another Zoho app that is behind a user wall (ie. login and password as a Zoho User). How? So I'll go over what happens in the real world process; then cover some technical information; and even include the function that makes it...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Created: 2024-05-13 (Joel Lipman) - Initial release Date Modified: 2024-05-14 (Joel Lipman) - After the 3rd reminder (3 days overdue) then assign to Dan (set as a separate workflow 4 days after creation of lead? Ensure that when this has been converted...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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and select "Add Column" > I called the column "ZohoAnalytics Image URL" and gave it the data type of "URL": Now to copy over the image URLs, I duplicated my web-browser tab (right-click on the browser tab if using Google Chrome and select "Duplicate")....
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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m_Response.put("status_code",200); } // // return webhook response return {"crmAPIResponse":m_Response}; Once saved, I'll hover the mouse over it and click on the ellipsis to select REST API option. Then make a note of the URL. the ZohoBooks Estimate...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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case will be a string. Use 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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