ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://www.joellipman.com/articles/crm/zoho/zohocrm-xero-real-time-invoices-receive-webhook.html

10 January 2022 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 when an invoice has been paid, but ZohoCRM schedules run only every 2 hours. You can set up 2 schedules: one that...

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

Zoho Finance Suite Schedule: PATTERN NOT MATCHEDhttps://www.joellipman.com/articles/crm/zoho/zoho-finance-suite-schedule-pattern-not-matched.html

12 June 2023 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: *

Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

15 May 2020 OnUserInput_ZBSoRef Put the following Deluge code: input.Attached_Files_in_CRM = false; Setup a scheduled task in Creator Schedules > New Workflow Choose a Date Field Start Date: select form and choose Modified_Time Run this process on condition...

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

Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

31 March 2022 field input.Public_URL = v_PublicUrl; } Create a workflow to tidy up the records daily in Zoho Creator Go to Workflow > Schedules > New Workflow Set the Start date and time to tomorrow's date at 2:00am Run Daily Name the workflow Daily Delete Record...

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

ZohoDeluge: Check Shipment Status via DHL APIhttps://www.joellipman.com/articles/crm/zoho/zohodeluge-check-shipment-status-via-dhl-api.html

21 March 2023 updates the shipment status for items that have been delivered: Login to ZohoInventory > Setup (Cog Icon) > Automation > Schedules > New Schedule > I'm calling mine Nightly Schedule To Update Shipment Status // // init v_DaysAgo = 2; v_BooksOrgID =...

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

Zoho Webhooks & Shopify API: Keep Disappearinghttps://www.joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

22 April 2024 in to run as many times as possible during the day (but not enough to be banned): Login to ZohoCRM > Setup > Automation > Schedules > Create New Schedule I'm calling my schedule "Shopify - Check Webhooks" and I'm going to execute a writing function. It...

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