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1. Zoho CRM: Update a custom field in line items / product details using REST API v2.1: / Zoho /; 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. ...; Created on 17 May 2021
2. Zoho CRM: Make Upload File Field Mandatory: / Zoho /; ... and Details Page (Standard). My use-case has a requirement that another dropdown called "Order Type" has to be set to "Supplier". My file upload field is called "Order Confirmation". v_OrderType = ZDK.Page.getField('Order_Type').getValue(); if ...; Created on 18 December 2024
3. Zoho CRM: Updating a CRM record Custom Line Items using API v7: / Zoho /; ... information that may help ******************************************************************************* */ // // initialize m_UpdateQuote = Map(); // // get quote details v_Endpoint = "https://www.zohoapis.com/crm/v7/Quotes/" ...; Created on 18 December 2024
4. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... support."; } // // get contact record details r_Contact = zoho.crm.getRecordById("Contacts",p_ContactID); // info r_Contact; // // if email exists then create the ZohoSign Document record for tracking ...; Created on 06 August 2024
5. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... double-check in case books has returned 1st page rather than filtered rows if(m_DataRow.get("SO ID") == v_SalesOrderID) { m_Details = Map(); m_Details.put("po_date",m_DataRow.get("PO Date").toDate().toString("dd-MMM-yyyy")); m_Details.put("po_ref",); m_Details.put("po_status",m_DataRow.get("P ...; Created on 09 July 2024
6. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; ... ensuring you are on the "Home" page (click on "Home" in top menu if not), // then click on the cog icon "Organization Settings", then click on "Organization Details", // then look at the URL (website address) ...; Created on 02 July 2024
7. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... */ // // blank map to use m_Blank = Map(); // // set timezone of this user (this CRM is set to GMT-07:00 with daylight savings in effect) v_ThisTimeZone = "Europe/London"; // // get details from ...; Created on 14 May 2024
8. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... details are changed on the order). /* ******************************************************************************* Function: fn_Shopify_Webhook_OrderUpdate Label: Shopify - Webhook ...; Created on 22 April 2024
9. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; ... = 0; // // get this order details from ZohoCreator c_ThisOrder = Order[ID == v_OrderID]; // // get this customer record from ZohoCreator c_ThisCustomer = Customer[ID == c_ThisOrder.Customer]; if(c_ThisCustomer.count() ...; Created on 07 March 2024
10. Zoho CRM: Client Script Confirmation Box and Popup Mailer: / Zoho /; ... mine "Extra Confidential" Keep Category=Module, set Page=Detail Page (Standard), set Module=Contacts and set the layout if you want. Under Event Details, set Type=Page Event; Event=onLoad Click on ...; Created on 06 February 2024
11. Zoho Creator: Get Images in Report to be Exported to PDF: / Zoho /; ... of ticket or attachment webhook, will push some of the details of the ticket and all/any attachments to a Zoho Creator form. The ticket form has the ticket reference, product information, factory/supplier, ...; Created on 26 January 2024
12. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... You should be in the "Organization Settings" Click on any page in the left sidebar (eg. Plan Details), your Org ID is in the URL as the last number after the slash (eg. "20012345678") Note this dow ...; Created on 05 December 2023
13. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... to be unable to handle a lot of code or long URLs such as a base64 source URL for an image. The Plan Get company phone and website from Organization Details in ZohoCRM. Upload and get publicly-accessible ...; Created on 05 December 2023
14. Zoho Books: System Values Maps: / Zoho /; ... } info m_PaymentTerms; // // --------------------------------- // get sales persons m_SalesPersons = Map(); /* r_SoDetails = zoho.crm.getRecordById("Sales_Orders",p_SoID); v_CRMOwnerID = r_SoDetails.get("Owner").get("id") ...; Created on 07 November 2023
15. Zoho Books: Generate Bank Text File for Download: / Zoho /; ... Why is this a challenge? The file contains bank details and should not be stored anywhere. Generating a text or CSV file and then having it emailed to anyone is an easy task but here we cannot have ...; Created on 02 October 2023
16. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters: / Zoho /; ... = ; l_CrmShippingAddress = ; l_BooksAddress = ; // // evaluate r_QuoteDetails = zoho.crm.getRecordById("Quotes",123456789012345678); // // push to ZohoBooks estimate if(true) { // // ---------------------- ...; Created on 18 September 2023
17. Zoho Books: Get Invoice Payment Terms via API: / Zoho /; ... an invoice. Please refer to the Zoho Books API documentation for what fields are required to complete a request within your system. m_InvoiceDetails = Map(); m_InvoiceDetails.put("customer_id",m_BooksSO.get("customer_id")); m_InvoiceDetails.put("payment_terms",-3); // ...; Created on 06 July 2023
18. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkit: / Zoho /; ... the following instructions to these instead. ZohoCRM: Get Details as Zoho User The values are the same for the CRM app for all organizations, but in case these change since time-of-print of this ...; Created on 04 May 2023
19. 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
20. Zoho Deluge: Get All Orders from eBay: / Zoho /; ... each index v_Increment in l_AddPages { l_Pages.add(v_Increment + 1); } v_TotalNumberOfPages = l_Pages.size(); // // declare variables to store order details in a JSON or ZohoDeluge Map format m_Response ...; Created on 29 March 2023