ZohoCRM & Xero: Function to pull most recent quotes https://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-quotes.html
13 October 2025
CRM one, then update the account if(d_XeroAccountLastUpdated >= d_CrmAccountLastUpdated) { r_UpdateCrmAccount = zoho.crm.updateRecord("Accounts",v_CrmAccountID,m_CrmAccount); r_UpdateCrmContact =...
Type: Article
Author: Joel Lipman
Category: Zoho CRM
Language: *
Zoho CRM REST API: Stop Workflow from Triggering https://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-rest-api-stop-workflow-from-triggering.html
16 June 2021
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 a CRM record which in turn had a workflow to update the Stage in Creator (so a user...
Type: Article
Author: Joel Lipman
Category: Zoho CRM
Language: *
ZohoCRM & Xero: Function to pull most recent invoices https://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-invoices.html
09 October 2025
CRM one, then update the account if(d_XeroAccountLastUpdated >= d_CrmAccountLastUpdated) { r_UpdateCrmAccount = zoho.crm.updateRecord("Accounts",v_CrmAccountID,m_CrmAccount); r_UpdateCrmContact =...
Type: Article
Author: Joel Lipman
Category: Zoho CRM
Language: *
Zoho Deluge - Update Creator from CRM https://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-update-creator-from-crm.html
18 February 2019
Note the name that you call it (displayed in mixed case but will be used in its lowercase form) Method #1: Using UpdateRecords() function with Connection Link: The syntax for this is response = zoho.creator.updateRecord( ownerName, appLinkName,...
Type: Article
Author: Joel Lipman
Category: Zoho Deluge
Language: en-GB
Zoho Deluge: Adding / Removing Total Tax from a Quote Record https://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-adding-removing-total-tax-from-a-quote-record.html
20 August 2019
l_TaxOptions.add(m_TaxOption2); m_UpdateQuote.put("$line_tax",l_TaxOptions); // // update record r_Update = zoho.crm.updateRecord("Quotes", p_QuoteID, m_UpdateQuote); To set it to zero, simply remove any other options: // init Map m_UpdateQuote = Map();...
Type: Article
Author: Joel Lipman
Category: Zoho Deluge
Language: *
Zoho People: Reject an Application for Leave in Deluge based on Criteria https://joellipman.com/articles/crm/zoho/zoho-people/zoho-people-reject-an-application-for-leave-in-deluge.html
10 December 2020
following response when attempting: { "response": { "message": "Error occurred", "uri": "/api/forms/json/P_ApplyLeave/updateRecord", "errors": { "code": 7013, "message": "Field name 'ApprovalStatus' is invalid " }, "status": 1 } } [Warning: Another red...
Type: Article
Author: Joel Lipman
Category: Zoho People
Language: *
ZohoCRM: Process all records of a module https://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-process-all-records-of-a-module.html
24 August 2021
of whether a lead was matched m_UpdateContact = Map(); m_UpdateContact.put("Processed",true); r_UpdateContact = zoho.crm.updateRecord("Contacts", r_Contact.get("id").toLong(), m_UpdateContact); } return "Deleted " + v_CountDeleted + " of " + v_Count;...
Type: Article
Author: Joel Lipman
Category: Zoho CRM
Language: *
ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters https://joellipman.com/articles/crm/zoho/zoho-books/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html
18 September 2023
= zoho.books.createRecord("estimates",v_BooksOrgID,m_CreateEstimate,"zbooks"); } else { r_BooksEstimate = zoho.books.updateRecord("estimates",v_BooksOrgID,v_BooksEstimateID,m_CreateEstimate,"zbooks"); } info "ZohoBooks Estimate REQUEST: "; info...
Type: Article
Author: Joel Lipman
Category: Zoho Books
Language: *
ZohoCRM GetRelatedRecords INVALID_DATA https://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-getrelatedrecords-invalid_data.html
30 January 2025
l_UpdateSOs); // // cancel all related invoices // (...) // // mark the deal as processed r_UpdateDeal = zoho.crm.updateRecord("Deals", m_Deal.get("id"), {"Cancelled_Related_Records":true}, {"trigger":{}}); if(!isNull(r_UpdateDeal.get("id"))) {...
Type: Article
Author: Joel Lipman
Category: Zoho CRM
Language: *
ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoice https://joellipman.com/articles/crm/zoho/zoho-books/zohocrm-to-zohobooks-api-half-a-cent-or-penny-off-when-creating-an-invoice.html
20 March 2025
invoice, add in the response line something like the following: //... UPDATE INVOICE r_UpdateBooksInvoice = zoho.books.updateRecord("invoices",v_BooksOrgID,v_ZohoBooksID,m_InvoiceData,"zbooks"); if(!isNull(r_UpdateBooksInvoice.get("invoice"))) {...
Type: Article
Author: Joel Lipman
Category: Zoho Books
Language: *
Zoho Deluge - Modify the product line items in an invoice module https://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-modify-the-product-line-items-in-an-invoice-module.html
22 August 2019
} m_Update = Map(); m_Update.put("Product_Details",l_ProductItems); r_Update = zoho.crm.updateRecord("Invoices",p_InvoiceID,m_Update); Additional Note(s): Just a list of fields to build up a Product Line Item: "Product_Details": [ { "product": {...
Type: Article
Author: Joel Lipman
Category: Zoho Deluge
Language: *
Zoho Deluge: Associate/Link an Invoice to a Sales Order https://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-associate-link-an-invoice-to-a-sales-order.html
10 March 2020
m_UpdateInvoice.put("salesorder_number",v_NewRefNum); r_Update = zoho.books.updateRecord("Invoices",v_BooksOrgID,v_InvoiceID,m_UpdateInvoice); info r_Update; Update 2023 If the above doesn't work, consider making an API call to the following endpoint:...
Type: Article
Author: Joel Lipman
Category: Zoho Deluge
Language: *
ZohoCRM: Deluge: Map a custom field from user profile https://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-deluge-map-a-custom-field-from-user-profile.html
01 September 2021
} } } if(v_DivisionID != "") { m_UpdateDeal = Map(); m_UpdateDeal.put("Division",v_DivisionID); r_UpdateDeal = zoho.crm.updateRecord("Deals",v_DealID,m_UpdateDeal); info r_UpdateDeal; } } break; } }
Type: Article
Author: Joel Lipman
Category: Zoho CRM
Language: *
Zoho CRM & Deluge: Adding 10 minutes to a CRM Date Time field https://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-deluge-adding-10-minutes-to-a-crm-date-time-field.html
11 November 2021
// update the record m_UpdateLead = Map(); m_UpdateLead.put("Check_Date_Time", v_LeadTimeDelay); r_UpdateLead = zoho.crm.updateRecord("Leads", p_LeadID, m_UpdateLead); info r_UpdateLead;
Type: Article
Author: Joel Lipman
Category: Zoho CRM
Language: *
Zoho Books/Inventory: Trigger a workflow when an invoice has been paid https://joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html
17 August 2022
} // m_UpdateInvoice.put("custom_fields",l_NewCustomFields); r_UpdateInvoice = zoho.books.updateRecord("invoices",v_BooksOrgID,v_InvoiceID,m_UpdateInvoice,"zbooks"); info r_UpdateInvoice; } } // // send ourselves an email as evidence that the workflow...
Type: Article
Author: Joel Lipman
Category: Zoho Books
Language: *
ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record https://joellipman.com/component/content/article/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html?catid=138&Itemid=165
17 October 2022
// // do stuff here such as updating the deal if required m_UpdateDeal = Map(); r_UpdateDeal = zoho.crm.updateRecord("Deals", v_DealID, m_UpdateDeal); } // // now we have deal ID, retrieve the request documents...
Type: Article
Author: Joel Lipman
Category: Zoho Sign
Language: *
Zoho Recruit: Rollup Number of Recruit Candidates to CRM Account https://joellipman.com/articles/crm/zoho/zoho-recruit/zoho-recruit-rollup-number-of-recruit-candidates-to-crm-account.html
19 October 2022
m_Update.put("Number_of_Candidates_Next_Graduation_Year",v_CandidateGraduatingNextCount); r_Update = zoho.crm.updateRecord("Accounts",r_School.get("id"),m_Update,m_Trigger,"zcrm"); info r_Update; } } } }
Type: Article
Author: Joel Lipman
Category: Zoho Recruit
Language: *
ZohoBooks: Stripe Terminal Integration https://joellipman.com/articles/crm/zoho/zoho-books/zohobooks-stripe-terminal-integration.html
16 March 2023
m_UpdateInvoice = Map(); m_UpdateInvoice.put("custom_fields",l_CustomFields); r_UpdateInvoice = zoho.books.updateRecord("Invoices",v_BooksOrgID,v_ZB_InvoiceID,m_UpdateInvoice,"zbooks"); } } } } } m_Response.put("message",r_CreatePayment.get("message"));...
Type: Article
Author: Joel Lipman
Category: Zoho Books
Language: *
Zoho Books: Get Invoice Payment Terms via API https://joellipman.com/articles/crm/zoho/zoho-books/zoho-books-get-invoice-payment-terms-via-api.html
06 July 2023
// // create or update if(v_BooksInvoiceID != 0) { r_InvoiceSO = zoho.books.updateRecord("invoices",v_BooksOrgID,v_BooksInvoiceID.toString(),m_InvoiceDetails,"abzohobooks"); } else { r_InvoiceSO =...
Type: Article
Author: Joel Lipman
Category: Zoho Books
Language: *
Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign https://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html
06 August 2024
= m_SignDocument.get("requests").get("action_time"); v_SignDate = v_SignDate.toDate("yyyy-MM-dd"); r_Update =...
Type: Article
Author: Joel Lipman
Category: Zoho CRM
Language: *