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Assuming schedule is required, the following 19 results were found.

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

    This is an article to document how to schedule a call with a reminder in Zoho CRM using Zoho Deluge. Why? Because I find a need to document anything that takes longer than 30 minutes to figure out so I don't spend so long the next time I have to do it....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho CRM: Schedule a Task: Timesheet Reminderhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-task-timesheet-reminder.html

    just for Management, but for deducting from project and support bundles. How? The following snippet of code is on a CRM schedule set to run every Friday at 08:00 in the morning and will create a task if time logged is too low and will remind via Popup...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho Finance Suite Schedule: PATTERN NOT MATCHEDhttps://www.joellipman.com/articles/crm/zoho/zoho-finance-suite-schedule-pattern-not-matched.html

    A super quick article on resolving this issue if it ever appears again. Why? At time of print, this error was happening to schedules in Zoho Books, Zoho Inventory, and Zoho Subscriptions. Unless you can monitor when these type of schedules are failing,...

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

    This is an article to show how to setup a scheduled function that checks and restores a missing webhook as well as the snippets when receiving the webhooks and storing them. Why? We found that Shopify would intermittently remove our webhooks. This would...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho CRM: Schedule a Meeting using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-meeting-using-deluge.html

    snippet of code to remind me. How? Similar to how to create a call or task, but with some variation: // // initialize m_ScheduleMeeting = Map(); // // specify parent module m_ScheduleMeeting.put("$se_module","Leads"); // // all day meeting...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. Zoho Analytics: Setup DataSource via FTP Connectionhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-setup-datasource-via-ftp-connection.html

    prompted me what format this is in, eg. dd/MM/yyyy): You will then be shown a summary of your import: You can then setup a schedule for the import to automatically download the data file regularly: After all that you will be shown your data table:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. ZohoDeluge: Check Shipment Status via DHL APIhttps://www.joellipman.com/articles/crm/zoho/zohodeluge-check-shipment-status-via-dhl-api.html

    that was conveyed back to the system that asked, in this case Zoho Inventory. So for this, I've set up a nightly schedule which checks on all the shipments from a certain date and updates the shipment status for items that have been delivered: Login to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho Deluge: Generate a loop or list of any sizehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-generate-a-list-of-any-size.html

    of a length, converts it to a list, then lets you generate an array or list of any size. Why? My use case here is to run a schedule that will populate a list with the upcoming dates for the next week (and for any numbers of weeks thereafter). This needs...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Setup a copy of your Joomla websitehttps://www.joellipman.com/articles/cms/joomla/setup-a-copy-of-your-joomla-website.html

    they understand the risk of "accidental" changes and the concept of working on TEST before applying changes to LIVE (-> Schedule a daily backup of LIVE - NO EXCUSES!).

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  10. AHK Countdown Tooltiphttps://www.joellipman.com/articles/automation/autohotkey/ahk-countdown-tooltip.html

    on the same date at the same time. Amend the "FinalDate" value to when you leave, compile the code into an executable, and schedule it as a windows task for when you are logged in: ; ; AutoHotkey Version: 1.0.47.06 ; Language: English ; Platform:...

    • Type: Article
    • Author: Joel Lipman
    • Category: AutoHotkey
    • Language: *
  11. Expecting ZC_SUBFORM_250 expression found COLLECTIONhttps://www.joellipman.com/articles/crm/zoho/expecting-zc_subform_250-expression-found-collection.html

    ); Events I have used this task which contradicts documentation: In a custom function In an Action item in Report In a schedule workflow Source(s): Zoho Creator - Insert rows in Subform (via Deluge Script)

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. Xero API: Send Multiple Invoiceshttps://www.joellipman.com/articles/crm/xero/xero-send-multiple-invoices.html

    invoices to Xero in one API call? Why? Our use-case is in Zoho Deluge which couldn't generate more than 5 invoices in a scheduled task because Xero only allows 5 concurrent connections at one time... And Zoho was trying to send about 7 at a time (as in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Xero
    • Language: *
  13. Zoho Deluge: Today, Tomorrow, Day After but Skip Sundayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-today,-tomorrow,-day-after-but-skip-sunday.html

    snippet of code to get 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()...

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

    So this is an article expanding on my article Zoho Deluge - Connect to Xero API and explores how instead of a schedule, we can get Xero to tell ZohoCRM whenever an invoice or contact gets updated in Xero. Why? I used to use ZohoCRM schedules to pull...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

    a Zoho Creator function that I'm going to call API.fn_ShopifyQuery_UpdateAllProducts() and it will be added to a nightly schedule. It's aim is to recover all the modified records of a day and ensure that the data in Zoho is the same as on the Shopify...

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

    that a week starts on a Sunday but in the United Kingdom, the week generally starts 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. Zoho Books: Generate Bank Text File for Downloadhttps://www.joellipman.com/articles/crm/zoho/zoho-books-generate-bank-text-file-for-download.html

    + "?organization_id=123456789" type :DELETE connection:"zbooks" ]; Caveat(s) The delete process may need to be in a schedule: you can use a custom module in ZohoBooks to store the necessary information of what to delete. Undocumented extras Just making...

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

    Label: Fn - Settings - Generate Email Signatures Trigger: Off a button / Standalone / Schedule to run daily @ 1am Purpose: Generates the email signature for all active users on their profile into the CRM settings. Inputs: - Outputs: - Scope(s):...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://www.joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

    and click on "Next" Select "Custom Query" in step 2 and paste your Zoho SQL query in here. Give it a name, set the schedule and then wait for it to finish building the table. If you want the Zoho SQL (Ansi-SQL?) used to link the purchase order items...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 1 - 19 of 19

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