Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

21 October 2021 alternatively give it a unique name in the record). Then map the fields using the dot syntax, add these to a list, and then submit as the subform name, like in the following example (note I have applied a regex to use US/UK numbering format with 2...

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

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

18 November 2021 a call_type {"code":"INVALID_DATA","details":{"api_name":"Reminder"},"message":"invalid data","status":"error"} trying to submit a CRM date time when it just wants the dropdown option equivalent (eg. "10 mins", "1 hrs") Just as a refresher if this was a...

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

ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://www.joellipman.com/articles/crm/zoho/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html

17 October 2022 Click the button and you will get a refresh token which you can copy for the next step. STEP 4: THE REST A Zoho Flow would submit the request ID and document ID as part of a map to the following function: void fn_SignDataAndAttach(int v_RequestId, int...

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

Joel's Reference to MidJourney v4 Promptshttps://www.joellipman.com/graphic-design/joel-s-guide-to-midjourney-prompts.html

11 February 2023 Defaulting some parameters to be added to every prompt /prefer suffix This defaults certain arguments to any prompt you submit. I don't really recommend this unless you're doing a batch of images which need to match the same style and dimensions. To...

• Type: Article
• Author: Joel Lipman
• Category: Graphic Design
• Language: *

ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

06 March 2023 Click on "Create and Connect" > Connect Choose the environment (eg. Production, Sandbox, or Developer) > Submit Click on "Accept" to authorize the connection Give it the following code: /*...

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

ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

05 December 2023 to push the attachment from ZohoDesk to ZohoAnalytics using the API. The use-case here is that a client wants customers to submit ZohoDesk tickets and upload photos of the problematic product to the ticket. They then want an Analytics report to show...

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