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1. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... = m_DocInfo.get("document_id"); // // Create Map for CRM Record - ZohoSign Documents m_ZCrm_ZSDoc = Map(); m_ZCrm_ZSDoc.put("Name",v_TemplateName); m_ZCrm_ZSDoc.put("zohosign__Contact",p_ContactID); m_ZCrm_ZSDoc.put("Email",v_RecipientEmail); if(!isNull(r_Contact.get("Account_Name"))) { m_ZCrm_ZSDoc.put("zohosign__Account",r_Contact.get("Account_Name").get("id")); } m_ZCrm_ZSDoc.put("zohosign__Owner",r_Contact.get("Owner").get("id")); m_ZCrm_ZSDoc.put("zohosign__Date_Sent",today); m_ZCrm_ZSDoc.put("zohosign__ZohoSign_Document_ID",v_DocumentId); m_ZCrm_ZSDoc.put("zohosign__Module_Name","Contacts"); m_ZCrm_ZSDoc.put("zohosign__Module_Record_ID",p_ContactID.toString()); m_ZCrm_ZSDoc.put("zohosign__Document_Deadline",zoho.currentdate.addDay(15)); m_ZCrm_ZSDoc.put("zohosign__Document_Status","Ou ...; Created on 06 August 2024
2. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... e order")) { v_PO_Ref = "PO-" + m_Comment.get("description").getSuffix("PO-").trim().getPrefix(" "); m_Details = Map(); m_Details.put("po_ref",); m_Details.put("po_date",zoho.currentdate.toString("dd-MMM-yyyy")); m_Details.put("last_modified",zoho.currentdate.toString("dd-MMM-yy ...; Created on 09 July 2024
3. Zoho Deluge: Get the Week Number if Week starts on a Monday: / Zoho /; ... // returns 2020 You should also pad single digit week numbers if we're going to store a year week value: v_ThisCurrentWeekNumber = if(zoho.currentdate.toString("u").toLong() == 7,zoho.currentdate.subDay(1),zoho.currentdate).toString("w"); v_ThisCurrentWeekNumberPadde ...; Created on 06 July 2023
4. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; What? This is a not-so-quick article that queries an eBay order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records... Why? ...; Created on 27 April 2023
5. Zoho Deluge: Get All Orders from eBay: / Zoho /; What? Following on from my article: ZohoCRM: Get All eBay Active Listings, this is how to get all the orders from a client's eBay. Why? Our use-case is a data migration from eBay to a fresh instance ...; Created on 29 March 2023
6. ZohoBooks: Stripe Terminal Integration: / Zoho /; ... "In Person - Card"); m_CreatePayment.put("amount",v_AmountReceived / 100); m_CreatePayment.put("date",zoho.currentdate.toString("yyyy-MM-dd")); // l_Invoices = List(); m_ThisInvoice = Map(); m_ThisInvoice.put("invoice_id",v_ZB_InvoiceID.toString()); m_ThisInvoice.put("amount_applied",v_AmountRecei ...; Created on 16 March 2023
7. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... / determine name of logged in user (and make owner?) v_LoggedInUserID = 0; l_Users= List(); m_UserType = Map(); m_UserType.put("email",zoho.loginuserid); r_Response = zoho.crm.invokeConnector("crm.getusers",m_UserType); if(!isnull(r_Response.get("status_code"))) { if(r_Response.get("status_code")==200) { l_Use ...; Created on 06 March 2023
8. ZohoCRM: Get All eBay Active Listings: / Zoho /; What? Another one of these articles talking about getting all the active product listings from eBay for a specific client. Why? Our use-case scenario here is that we want to get an inventory ...; Created on 01 March 2023
9. ZohoDeluge: Get All eBay Orders Given a From and Till Date: / Zoho /; What? An article on how I can query all the orders for yesterday without using the eBay GUI Selling website. I've included the code to parse out the information as well. Why? Because I need this ...; Created on 28 February 2023
10. ZohoCRM: Import Attachments: / Zoho /; ... By Id,Created By Id,Created Time,Modified Time,File Name,Parent Id`r`n" FileAppend, %v_CsvLine%, %v_RunFolder%\Attachments.csv ; errors csv headings v_CsvLine := "Date Created,Date Modified,FK,Zoh ...; Created on 16 January 2023
11. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; ... @ https://api-console.zoho.com/) Select your "Self Client" Enter in the applicable Scope(s): eg. ZohoSign.documents.ALL,ZohoSign.templates.ALL (possibly incl. ZohoSign.account.ALL) Click on "Create" You ...; Created on 17 October 2022
12. Zoho Inventory: Mark a package slip as delivered and shipped: / Zoho /; ... != null) { v_ShipmentID = r_PackageSlip.get("package").get("shipment_order").get("shipment_id"); // // if blank then create one if(v_ShipmentID == "") { m_Params = Map(); m_Params.put("date",zoho.currentdate.toString("yyyy-MM-dd")); m_Params.put("delivery_method","My_Own_Drivers"); m_Params.put("delivered_date",zoho.currentdate.toString("yyyy-MM-dd ...; Created on 14 July 2022
13. Zoho CRM: Schedule a Meeting using Deluge: / Zoho /; ... e Meeting"); // // the start time m_ScheduleMeeting.put("Start_DateTime",zoho.currenttime.addBusinessDay(1).toString("yyyy-MM-dd'T'HH:mm:ss","America/New_York")); // // the end time m_ScheduleMeeting.put("End_DateTime",zoho.currenttime.addBusinessDay(1).addMinutes(30).toString("yyyy-MM-dd'T'HH:mm:ss","America/New_York")); // ...; Created on 02 March 2022
14. Zoho Creator: Receive eBay Notification and Create Shopify Order: / Zoho /; What? This is an article documenting how to parse the notification from eBay and using it to create an order in Shopify. Why? Previously, we would receive an eBay notification and create an ...; Created on 21 January 2022
15. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.: / Zoho /; ... = zoho.crm.getRecordById("Sales_Orders", 012345678901234567); // build up your map to send to ZohoBooks to create the Sales Order m_BooksCreateSO.put("date",zoho.currentdate); // // push to ZohoBooks r_CreateSO ...; Created on 22 September 2021
16. Zoho Projects: Add a Time Log to an Issue using Deluge: / Zoho /; ... form v_StartTime = ifnull(input.Start_Time.toTime(),zoho.currenttime); v_EndTime = ifnull(input.End_Time.toTime(),zoho.currenttime.addHour(1)); v_Billable = if(input.Billing == "Paid", "Billable", "No ...; Created on 30 April 2021
17. Zoho Deluge: Duplicate/Clone a Record: / Zoho /; ... now override fields specific to the newly cloned/duplicated record m_Clone.put("Invoice_Status","Repeated Invoice"); m_Clone.put("Invoice_Date",zoho.currentdate.toString("yyyy-MM-dd")); m_Clone.put("Due_Date",zoho.currentdate.addMonth(1).toStartOfMonth().subDay(1).toString("yyyy-MM-dd")); // ...; Created on 17 March 2020
18. Zoho Deluge - Get Refresh/Access Token API v2: / Zoho /; ... does not redirect or reformat the resulting URL // // get Grant Token v_EndPoint = "https://accounts.zoho.com/oauth/v2/auth"; v_Scope = "ZohoBooks.contacts.ALL,ZohoBooks.invoices.ALL,ZohoBooks.purchaseorders.ALL"; v_State ...; Created on 17 July 2019
19. Zoho CRM: APIv2 using PHP & cURL: / Zoho /; What? This is an article documenting how to access ZohoCRM with API v2 using PHP and cURL. The first few functions are to manage OAuth v2 and generate the refresh and access tokens. The second snippet ...; Created on 30 January 2019