JOEL LIPMAN Systems / Automation / AI

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Practical notes on CRM development, automation, APIs and everyday IT.

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112 results

  1. Zoho Analytics

    Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pages

    ... very hour. Then I'll write the SQL queries to get the individual responses into a table with labels and columns that can help me group them (and identify which responses belong to which survey attempts). Then I'll write the SQL to sum up th ...

  2. Zoho CRM

    Zoho CRM: AI Smart Prompt : BANTC call prep for Leads

    ... . The vendor screenshot below shows where to inspect a generated response; it is not this Lead script. Zoho’s Accounts/SWOT preview demonstrates the test screen. Check your own Lead script before associating it with the button. Screenshot: ...

  3. Zoho Books

    Zoho Books: Change a Purchase Order's Delivery Address over API

    ... ginal function's import fallback if the lookup fails; the lookup response is logged so that a failed request can be investigated separately. Choose the delivery destination and build the address map. In my setup, the Quote's shipping addres ...

  4. Zoho

    Zoho CRM: Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!

    ... ests Zoho CRM accepts, the information you need to send, and the responses you can expect. Think of the skill as a guide for deciding how to approach a task, and the OAS files as the detailed reference for making API requests. Zoho has also ...

  5. Zoho Books

    Zoho Billing: Workflow does not exist!

    ... nside the function. A manual execution returned a successful CRM response containing a newly created queue record ID. The response was similar to the following anonymised example: { "code": "success", "details": { "output": "{\"create\":{\" ...

  6. Zoho Analytics

    Zoho CRM: Add and Update Products from Zoho Analytics Discrepancies

    ... ("ZANALYTICS-ORGID",v_ZA_OrgID); m_Params = Map(); m_Params.put("responseFormat","json"); m_Config = Map(); m_Config.put("CONFIG",m_Params); // This example uses the EU data centre. v_Endpoint = "https://analyticsapi.zoho.eu/restapi/v2/work ...

  1. Zoho Analytics

    Zoho Analytics: Sync with Unleashed over API

    ... same order. An incorrect signature will normally result in a 403 response from the Unleashed API. Once the connection is accepted, Zoho Analytics can import the returned JSON directly into a table. The Unleashed Products response contains t ...

  2. Zoho Books

    Zoho Books: getRecordsByID

    ... info "This Item: " + r_Item.toString(); // yields This Item: // "responseCode":500 info zoho.books.getRecordsByID("elephants","12345678901",123456000000987654,"zbooks"); // yields {"code":5,"message":"Invalid URL Passed"} info zoho.books.ge ...

  3. Zoho People

    Zoho People and Zoho Analytics: Push all Employee Salary Data to Analytics

    ... GET connection:"zpeople" ]; //info r_SalaryData; // // parse the response loop through each record returned m_SalaryResponse = ifnull(r_SalaryData.get("response"),Map()); l_SalaryRecords = ifnull(m_SalaryResponse.get("result"),List()); for ...

  4. Zoho Books

    ZohoBooks: Broken UK Banking Feed

    ... g. How? First let's go through a resolution and get the official response on what impact this has on refreshing the token. Then I'll put all my notes I made along the way. When a Zoho Books bank feed stops syncing in the United Kingdom, the ...

  5. Zoho CRM

    ZohoCRM & Xero: Function to pull most recent quotes

    ... ateEndpoint = "https://api.xero.com/api.xro/2.0/TaxRates"; r_XeroResponse = invokeurl [ url :v_TaxRateEndpoint type :GET headers:m_Header ]; info r_XeroResponse; l_TaxRates = ifnull(r_XeroResponse.get("TaxRates"),List()); for each m_ThisTax ...

  6. Zoho CRM

    ZohoCRM & Xero: Function to pull most recent invoices

    ... oiceNumber"); info m_UpsertCrmInvoice; info r_UpsertInvoice; } l_ResponseData = ifnull(r_UpsertInvoice.get("data"),List()); for each m_ResponseData in l_ResponseData { if(!isNull(m_ResponseData.get("code"))) { v_Action = m_ResponseData.get( ...

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