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Assuming updaterecord is required, the following 22 results were found.

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

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

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

    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: *
  4. Zoho Deluge - Update Creator from CRMhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-update-creator-from-crm.html

    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
  5. Zoho Deluge: Adding / Removing Total Tax from a Quote Recordhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-adding-removing-total-tax-from-a-quote-record.html

    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: *
  6. Zoho People: Reject an Application for Leave in Deluge based on Criteriahttps://joellipman.com/articles/crm/zoho/zoho-people/zoho-people-reject-an-application-for-leave-in-deluge.html

    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: *
  7. ZohoCRM: Process all records of a modulehttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-process-all-records-of-a-module.html

    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: *
  8. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://joellipman.com/articles/crm/zoho/zoho-books/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

    = 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: *
  9. ZohoCRM GetRelatedRecords INVALID_DATAhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-getrelatedrecords-invalid_data.html

    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: *
  10. ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoicehttps://joellipman.com/articles/crm/zoho/zoho-books/zohocrm-to-zohobooks-api-half-a-cent-or-penny-off-when-creating-an-invoice.html

    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: *
  11. Zoho Deluge - Modify the product line items in an invoice modulehttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-modify-the-product-line-items-in-an-invoice-module.html

    } 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: *
  12. Zoho Deluge: Associate/Link an Invoice to a Sales Orderhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-associate-link-an-invoice-to-a-sales-order.html

    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: *
  13. ZohoCRM: Deluge: Map a custom field from user profilehttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-deluge-map-a-custom-field-from-user-profile.html

    } } } 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: *
  14. Zoho CRM & Deluge: Adding 10 minutes to a CRM Date Time fieldhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-deluge-adding-10-minutes-to-a-crm-date-time-field.html

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

    } // 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: *
  16. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://joellipman.com/component/content/article/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html?catid=138&Itemid=165

    // // 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: *
  17. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Accounthttps://joellipman.com/articles/crm/zoho/zoho-recruit/zoho-recruit-rollup-number-of-recruit-candidates-to-crm-account.html

    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: *
  18. ZohoBooks: Stripe Terminal Integrationhttps://joellipman.com/articles/crm/zoho/zoho-books/zohobooks-stripe-terminal-integration.html

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

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

    = 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: *
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