Assuming send is required, the following 94 results were found.
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the full process to create a button that will map the values/fields from the record into a CRM Mail Merge template and send it off for signing, then return the Signed document attached to the initial record (where the button was). Why? If anyone has the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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(6 June 2022) and I wanted to make sure it didn't just disappear or be difficult to find in future. How? The process of sending a PDF file to your Kindle device is also quite straightforward. All you need to do is send the PDF file to your Kindle email...
- Type: Article
- Author: Joel Lipman
- Category: Kindle
- Language: *
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A noteworthy article in my opinion on how to send a CRM quote record using a template the customer created from a button. Why? Yes you can do this already by going to the record, clicking on the ellipsis or three horizontal dots button in the top right...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A really quick article for anyone who got stumped by the same issue: How to send multiple invoices to Xero in one API call? Why? Our use-case is in Zoho Deluge which couldn't generate more than 5 invoices in a scheduled task because Xero only allows 5...
- Type: Article
- Author: Joel Lipman
- Category: Xero
- Language: *
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A quick article on how to get around this error. Why? The use-case here is that I am using the send invoice API and I kept getting this error despite including the customer_id and there was a primary contact on the customer record. This is from within...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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A super quick article to remind me how to generate and send a CSV as an attachment to an email. Why? Because I often get casually asked "oh and can you archive the data and email it to me every month"... How? Rather than just babble on about it, here's...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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selectable date time // selectable time android:imeOptions normal actionUnspecified actionNone actionGo actionSearch actionSend actionNext actionDone actionPrevious IME_ACTION(s) IME_ACTION_DONE // the action key performs a "done" operation, typically...
- Type: Article
- Author: Joel Lipman
- Category: AndroidOS
- Language: *
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{ v_OutputMessage = v_OutputMessage + "Generated and attached file to CRM record. "; } // // to generate and send via email m_MergedData.put("subject","Document for " + r_ContactRecord.get("Salutation") + " " + r_ContactRecord.get("Last_Name"));...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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= List(); // // some sample values v_CrmProductID = "123456789012345678"; // // build up product details JSON to send m_LineItemProduct = Map(); m_LineItemProduct.put("id",v_CrmProductID); m_LineItem = Map(); m_LineItem.put("product",m_LineItemProduct);...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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m_Response = Map(); l_Messages = List(); v_Message = message.trim(); // // if the message contains a question mark, send it to OpenAI if(v_Message.contains("?")) { v_Question = v_Message; // // Need to add your own OpenAI token here v_Token =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
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$api['gapis']['drive']['files'] = 'https://www.googleapis.com/drive/v3/files'; 4. Declare a PHP function to send requests using cURL A standard function that is skipping the SSL checks and returns a PHP array function send_request($url, $header, $data,...
- Type: Article
- Author: Joel Lipman
- Category: Google
- Language: en-GB
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A very quick article to remind me how to send a text message using Twilio API in Zoho Deluge. Why? The use-case here is that we want local sense dialing where specific numbers are used both for outbound and inbound but local to the customer and we want...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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in Zoho Analytics. The Brief: We would like the survey data to be generated as a chart and embedded in a PDF brochure we send out to our customers... How? Well fulfilling the brief (whether it's the right tool for the job is a different issue), let us...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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This is an article documenting how to send a Zoho Deluge Map request to an API which is expecting nested/2d/multi-dimensonal arrays. In the example below, we are posting to a PHP script for testing but I have since sent something similar to an API...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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x_Params = x_Params.toString().replaceFirst("",""); x_Params = x_Params.toString().replaceFirst("",""); // // send the request XML as a string r_ResponseXML = invokeurl [ url :v_Endpoint type :POST parameters:x_Params headers:m_Headers ]; info...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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= r_ShopifyAPI.Shop_ID; v_ShopifyApiVersion = r_ShopifyAPI.API_Version; v_AccessToken = r_ShopifyAPI.Access_Token; // // send through m_Header = Map(); m_Header.put("Content-Type","application/json"); m_Header.put("X-Shopify-Access-Token",...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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m_Thread.put("content",v_Message); l_Messages.add(m_Thread); // // if the message is not blank nor the trigger, send to OpenAI ChatGPT API if(!isBlank(v_Message) && v_Message!="Ask ChatGPT") { // // Need to add your own OpenAI token here v_Token =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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- Type: Article
- Category: Static Items
- Language: *
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exception here is that there needs to be code to loop through all the messages of the chat/conversation thread so that we send the OpenAI ChatGPT bot the full conversation thread. First getting the messages relating to this chat: You will need a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
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API v_AttachUrl = v_BooksAPIBase + "/salesorders/" + v_BooksSoID + "/attachment?organization_id=" + v_BooksOrgID; // // send the file r_AttachBooks = invokeurl [ url :v_AttachUrl type :POST files:r_FileDownload connection:"myconnector" ];...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *