Zoho CRM REST API: Stop Workflow from Triggeringhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-rest-api-stop-workflow-from-triggering.html

16 June 2021 This is an article to show you how to use triggers but also how to stop them. We only found this an issue when using REST API v2.1 but also to show you how to configure triggers when using createRecord or updateRecord. Why? We had a Creator app updating...

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

Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://www.joellipman.com/articles/crm/zoho/zoho-crm-update-a-custom-field-in-line-items-product-details.html

17 May 2021 m_Data = Map(); m_Data.put("data", l_RecordsToSend); // // this is REST API so by default all triggers run. Use an empty list to stop or prevent these from triggering. m_Data.put("trigger",[]); // // send via REST API v2.1 on EU datacenter...

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

Zoho CRM: Updating a CRM record Custom Line Items using API v7https://www.joellipman.com/articles/crm/zoho/zoho-crm-updating-a-crm-record-using-api-v7.html

18 December 2024 m_Data = Map(); m_Data.put("data",l_RecordsToSend); // // this is REST API so by default all triggers run. Use an empty list to stop or prevent these from triggering. m_Data.put("trigger",List()); v_Endpoint = "https://www.zohoapis.com/crm/v7/Quotes/" +...

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

Zoho Creator: Prevent Endless Loops On User Input of a Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-prevent-endless-loops-on-user-input-of-a-field.html

19 September 2021 is changed. When field2 is changed, it is told to update field1. This causes a recursive or endless loop where each field triggers an workflow/automation, even if the value has not changed, to modify another field and vice-versa. This can get more...

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

ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://www.joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

14 May 2024 or monthly. Spent a while trying not to use code but here we are. Code is our friend. How? So we'll run a workflow that triggers on the creation of a lead and runs a function which will simultaneously create a task with a reminder both on popup and...

• 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 Sends ZohoSign template off to contact email Contact completes and signs the form via ZohoSign ZohoSign on completion triggers worklow from within ZohoCRM ZohoCRM webhook updates the tracking record (ZohoSign Document) and attaches the signed document...

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

Zoho CRM: Upload a Product Photo using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-upload-a-product-photo-using-deluge.html

27 September 2021 workflows from running) v_Endpoint2 = "https://www.zohoapis.com/crm/v2/Products/" + v_CrmProductID + "/photo?restrict_triggers=workflow"; r_CrmPhoto = invokeurl [ url: v_Endpoint2 type: POST files: r_CreatorPhoto connection: "joels_crm" ]; info...

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

Zoho Creator: Radio group into Calendar Carouselhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-radio-group-into-calendar-carousel.html

09 March 2022 } input.Calendar_Day_Select:ui.add(">"); // // default selected to current date (triggers the next code snippet / workflow on user input of "calendar day select") v_PreselectedValue = zoho.currentdate.toString("EEEE") + "" +...

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

Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

17 August 2022 the settings were: When an invoice is "Created or Edited" Execute the workflow when "When any field is updated" Filter the triggers when Status is "Paid" Just once or every time is "Everytime" Actions is a custom function called...

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

Zoho CRM: Manage a subform using Client Scripthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

09 December 2022 a subform. The module we are applying this client script to is a custom module called "Deployments". The field which triggers it is called "Which_rate_card_is_this_based_off". The expected outcome is the appending of a row to the subform based on the...

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