Articles

Zoho Creator: Receive JSON via a Shopify Webhook

: Category: Zoho; 15 July 2021; Hits: 24295

What?
This is an article to document how to receive a JSON response from a webhook created in Shopify. See my article: Zoho Deluge: Push Item to Shopify API if you want information on setting up an integration from Zoho Creator to Shopify API.

Why?
In this example, we want a webhook that whenever an order is made in Shopify, it tells our Zoho Creator app. Note that at the time of this article, API v1 is deprecated (so no authtokens) and API OAuth2.0 is in full swing... we're still going to cheat.

How?
1,2,3 steps really. First we're going to set up a Creator form to receive the JSON. Secondly, we'll create the endpoint URL for the webhook. And thirdly, we'll create the Shopify webhook.

: Category: Zoho; 14 July 2021; Hits: 15261

What?
This is an article to document how to include a subform and rows while you are creating a record containing the subform.

Why?
The use case here is for a Quote Builder in Zoho Creator: Create a quote record and include a subform containing the line items. You may have tried code where you add a record first and then add the subform afterwards (insert into <form>[...]) but it can be done all in one go.

How?
Here's a use case example which you will need to adapt to your own but It should do enough (spacing has been added for demo purposes and to make it clearer).

Zoho Deluge: Zoho Bookings Get Available Slots

: Category: Zoho; 23 June 2021; Hits: 10630

What?
This is an article of code snippets to query a Zoho Bookings instance from within Creator. This one focuses on getting the available slots.

Why?
This is for a Creator app which had a form to allow customers to make a booking based on the configuration and appointments in a ZohoBookings instance.

How?
The getAvailableSlots function requires as parameters according to documentation

Zoho Projects: Deluge to Submit Custom Fields

: Category: Zoho; 17 June 2021; Hits: 12851

What?
A super quick article to demonstrate an example where we create a project with custom fields.

Why?
At time of print, the documentation on the Projects API would only show responses rather than requests. Sure it lists fields that are required in the request but not a sample request packaged to be sent.

How?
Let's assume that my custom fields have as identifiers UDF_CHAR8 (which is a Zoho ID) and UDF_CHAR7 (which is a text/string name field).

: Category: Zoho; 16 June 2021; Hits: 17489

What?
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 the code, replace what you need just noting that I'm enclosing each value with double-quotes because the values might have commas and someone may want to open this in Google Sheets or Microsoft Excel:

: Category: Zoho; 16 June 2021; Hits: 14415

What?
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 a CRM record which in turn had a workflow to update the Stage in Creator (so a user can change the stage in CRM and it would reflect this in the equivalent Creator record). There was also a workflow that ran when the Creator record was updated to update its changes to CRM. It was actually causing a loop which used up all the API calls.

How?
You might already be familiar with some of the trigger options below but one that worked was initially guessed as "none" but then later found in the documentation could also be an empty list [].

: Category: Windows OS; 03 June 2021; Hits: 20253

What?
This is a simple article to demonstrate how to type special characters not found on your keyboard or on a Qwerty UK/US keyboard layout.

Why?
Being able to type international characters from other alphabets is necessary when dealing with languages other than English. Preserving files in unicode or utf-8 encoding will help but there will be times when you have lost the formatting and get weird question mark characters instead such as: .

How?
Ensure you are using the numbers on your numeric keypad and NOT the numbers at the top of your keyboard for the following steps. Also check that you have "Num Lock" on/enabled. Typing a special character is 3 easy steps:

Hold down the ALT key (preferably the one on the left of the spacebar and not the Alt Gr often found on the right of the spacebar)
then press the numbers in the numeric pad (while still holding down the ALT key),
then let go of the ALT key.

Remember: This will not work with the numbers at the top of your keyboard unless you are on a laptop and can apply a function lock (fn) and the numbers on the right of your keyboard are enabled.

: Category: Zoho; 17 May 2021; Hits: 32803

What?
This is a quick article documenting how to update custom fields in a line items or product details section of a transactional module such as Quotes, Sales Orders or Invoices using code: Zoho Deluge.

Why?
At time of print, Zoho had recently introduced the ability to have custom fields in your line items, alongside the product name, list price, quantity, tax, etc. In the example below, we have added a column called "Group Name" in the CRM Quote module as per the following screenshot:

Populating Custom Field in a Quote Line Item

How?
Again at the time of this article, this is only modifiable when using REST API v2.1. We are going to update the field with label "Group Name" but API name "Grouping" in a list item column.

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