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

22 April 2024 for the webhooks here (we are only checking order update or inventory level update) v_CrmOrderUpdateWebhook =...

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

Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://www.joellipman.com/articles/crm/zoho/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

04 November 2024 == "Accept") { b_ValidResponse = true; // // Mark the estimate as accepted r_Accept = invokeurl [ url :"https://www.zohoapis.com/books/v3/estimates/" + v_EstimateID + "/status/accepted?organization_id=" + v_OrgId type :POST...

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

Zoho CRM: Remove Duplicate Product Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-remove-duplicate-product-records.html

07 March 2025 group by Product_Name limit " + v_PerPage + " offset " + v_Offset}; r_CoqlUniqueProducts = invokeurl [ url :"https://www.zohoapis.eu/crm/v7/coql" type :POST parameters:m_Params.toString() connection:"zcrm" ]; l_UniqueProducts =...

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

ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://www.joellipman.com/articles/crm/zoho/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

01 April 2025 = "apikey"; o_Params.zapikey = "1003."; var r_QuotedRecord = ZDK.Apps.CRM.Connections.invoke("j_crm", "https://www.zohoapis.com/crm/v7/functions/fn_quotes_getquoteditems/actions/execute", "GET", 1, o_Params, o_Headers); // now parse the output from the...

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

ZohoCRM & Xero: Function to pull most recent invoiceshttps://www.joellipman.com/articles/crm/zoho/zohocrm-xero-function-to-pull-most-recent-invoices.html

09 October 2025 m_Data.put("trigger",{"workflow","approval","blueprint"}); r_UpsertInvoice = invokeurl [ url :"https://www.zohoapis.eu/crm/v8/Invoices/upsert" type :POST parameters:m_Data.toString() connection:"ab_crm" ]; if(b_Debug) { info "Upserting Invoice: " +...

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

ZohoCRM & Xero: Function to pull most recent quoteshttps://www.joellipman.com/articles/crm/zoho/zohocrm-xero-function-to-pull-most-recent-quotes.html

13 October 2025 = standalone.fn_API_GetXeroAccessToken(); // // get Zoho tax rates r_TaxRates = invokeurl [ url :"https://www.zohoapis.eu/crm/v8/org/taxes" type :GET connection:"ab_crm" ]; r_OrgTaxes = ifnull(r_TaxRates.get("org_taxes"),Map()); l_TaxRates =...

• 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 // r_AttachCRM = zoho.crm.attachFile("CustomModule5004",v_CrmSoID,l_Attachments); // v2 v_AttachUrl = "https://www.zohoapis.eu/crm/v2/CustomModule5004/" + v_CrmSoID + "/Attachments"; r_AttachCRM = invokeurl [ url :v_AttachUrl type :POST...

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

Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)https://www.joellipman.com/articles/crm/zoho/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

02 February 2021 to click on: // accessing zoho.eu (not zoho.com) so adapt the 2 values v_CreatorBaseUrl = "https://creator.zoho.eu"; v_ZohoApisDC = "https://www.zohoapis.eu"; // // get field from CRM l_ResultThisFile = ifnull(r_Row.get("My_CRM_File"),"-"); for each...

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

Zoho CRM: Standard Setup for Tax Rateshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-standard-tax-rate-setup.html

02 September 2021 saying something like "No tax associated with this product.". For CRM REST API: r_TaxRates = invokeUrl [ url: "https://www.zohoapis.com/crm/v6/org/taxes" type: GET connection: "zcrm" ]; info r_TaxRates; // list tax rates l_Taxes =...

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

Zoho CRM & Zoho Books: Get Books Currency and Tax IDshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-books-currency-and-tax-ids.html

24 September 2021 "20": "678901234567890123", } 678901234567890123 For CRM REST API: r_TaxRates = invokeUrl [ url: "https://www.zohoapis.com/crm/v6/org/taxes" type: GET connection: "zcrm" ]; info r_TaxRates; // list taxes l_Taxes =...

• 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 // // upload the photo to CRM (and prevent 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:...

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

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 to run (standalone) and will return to you the templates and the field references: r_Templates = invokeUrl [ url: "https://zohoapis.com/writer/api/v1/templates" type: GET connection: "joels_connector" ]; info r_Templates; // // yields something like: /*...

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

Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng)https://www.joellipman.com/articles/crm/zoho/zoho-crm-deluge-get-timezone-based-on-geocoded-address-lat-lng.html

15 December 2021 { v_TimeZone = r_Timezone.get("zoneName"); // // get all the fields on the Lead module v_Endpoint = "https://www.zohoapis.com/crm/v2/settings/fields?module=Leads"; r_Response = invokeurl [ url :v_Endpoint type :GET connection:"joels_connector" ];...

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

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

10 January 2022 // v_TenantID = ""; v_AccessToken = ""; r_Response = getUrl("https://www.zohoapis.com/crm/v2/functions/fn_api_getxeroaccesstoken/actions/execute?auth_type=apikey&zapikey="); if(!isnull(r_Response.toMap().get("details"))) {...

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

Zoho CRM: searchRecords with sorted resultshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-searchrecords-with-sorted-results.html

10 February 2022 = '" + v_SearchName + "' order by id limit " + v_PerPage}; r_CoqlSortedProducts = invokeUrl [ url :"https://www.zohoapis.eu/crm/v7/coql" type :POST parameters:m_Params.toString() connection:"zcrm" ]; l_SortedProducts =...

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

Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

11 March 2022 for each r_Attachment in l_Attachments { if(r_Attachment.get("id") != null) { v_AttachmentEndpoint = "https://www.zohoapis.com/crm/v2/Contacts/" + v_CrmContactID + "/Attachments/" + r_Attachment.get("id"); r_Download = invokeurl [ url...

• 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 // // Another REST API CRM function which generates an eBay Access Token for me r_Response = getUrl("https://www.zohoapis.eu/crm/v2/functions/fn_ebay_getaccesstoken/actions/execute?auth_type=apikey&zapikey=1003.");...

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

Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

18 August 2022 // // check target email is not null/blank if(!isnull(r_QuoteDetails.get("Email"))) { v_Url = "https://zohoapis.com/crm/v2/settings/inventory_templates/" + v_TemplateID + "/actions/print_preview?record_id=" + p_QuoteID + "&print_type=pdf"; f_FileRequest...

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

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

06 March 2023 invokeurl (note the Zoho endpoint here will depend on your datacenter; .com / .eu) r_Coql = invokeurl [ url :"https://www.zohoapis.eu/crm/v2/coql" type :POST parameters:m_Params.toString() connection:"chatgptcrm" ]; if(!isnull(r_Coql.get("data"))) { for...

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

Zoho Books: Get Invoice Payment Terms via APIhttps://www.joellipman.com/articles/crm/zoho/zoho-books-get-invoice-payment-terms-via-api.html

06 July 2023 are. void fn_ReturnCurrentPaymentTerms() { v_BooksOrgID = "12345678901"; r_PaymentTerms = invokeurl [ url :"https://www.zohoapis.com/books/v3/settings/paymentterms?organization_id=" + v_BooksOrgID type :GET connection:"zbooks" ]; info r_PaymentTerms; }...

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