Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://www.joellipman.com/articles/crm/zoho/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

13 February 2023 understand, it would return a response similar to Siri or Ask Google where it includes the keywords in a "Search the web..." task. ChatGPT by OpenAI is viral at the time of print and although the solution below only connects to the OpenAI API, it is not...

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

ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

28 March 2023 to make a subform equal the collection rather than inserting the collection into the subform using insert(). Invalid update task found corresponding properties: Trying to update a time field with a string is a no go. Set it to an atom time or nice SQL...

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

Zoho Deluge: Get All Orders from eBayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-all-orders-from-ebay.html

29 March 2023 orders from a client's eBay. Why? Our use-case is a data migration from eBay to a fresh instance of Zoho Inventory. In this task, we are simply getting a CSV with all the order IDs for a particular year output as a spreadsheet. How? Similar to how we...

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

Zoho Deluge: Proper Case for Nameshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-proper-case-for-names.html

13 July 2023 Zoho Deluge. How? There are a number of combinations that I won't have thought of but the below code sufficed for my current task, common English and some European names: // // set first and last name v_FirstName = "BILLIE-JO"; v_LastName =...

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

Zoho Books: Generate Bank Text File for Downloadhttps://www.joellipman.com/articles/crm/zoho/zoho-books-generate-bank-text-file-for-download.html

02 October 2023 details and should not be stored anywhere. Generating a text or CSV file and then having it emailed to anyone is an easy task but here we cannot have that file sat on someone's mailbox. It must be downloaded (as in browser downloads it to the computer...

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

Zoho Analytics: Create a Monitoring System with Imageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-create-a-monitoring-system-with-images.html

25 July 2024 FROM "Meetings" mtg ) AS t4 LEFT JOIN "Joels Image Library" img4 ON t4."Status" = img4."Status Value" UNION ALL SELECT 'CRM Tasks' AS "DataSource", date(t5."ModifiedTime") AS "Date", t5."RecordID" AS "Record ID", t5."RecordName" AS "Record Name",...

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

Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

06 August 2024 then return the Signed document attached to the initial record (where the button was). Why? If anyone has the envious task of sending a document out for signing by a customer, you will know this takes a while to do: You have to find the contact record...

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

Zoho Deluge: Connect to Shopifyhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-connect-to-shopify.html

15 July 2025 and password, or a client and secret in the endpoint of a URL will no longer be supported in the Zoho Deluge invokeURL task... This article exists because I spent 2 hours going down the rabbit hole of trying to use OAuth2 and following the usual steps:...

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

Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

18 August 2025 }); }); ZOHO.embeddedApp.init(); [Note to self] Retrieving the record itself (not needed for this task): ZOHO.embeddedApp.on("PageLoad", function(r_Data) { // get id and module on page var v_EntityID = r_Data.EntityId, v_EntityModule = r_Data.Entity; //...

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

Zoho Deluge - MD5 functionhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-md5-function.html

19 November 2018 would be. At time of print, the Zoho documentation (and Google search results) make no mention of using MD5 in an encryption task. Why? I'm trying to create an ETag for a synchronization process between Zoho Creator and Zoho CRM. Combining all the...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: en-GB