What?
A super quick article on how to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile.
Why?
A client asked that when staff create a deal/opportunity ...
... to a Third-Party API over which I had no control.
What I need to send to the 3rd-party API:
{
"auth": {
"secret": "can_you_keep_a_secret",
"key": "aaabbbbccccddddeeeeffff11112222"
},
...
... parts but otherwise it is intended to be all in the same function as there are references to some variables in earlier snippets of code on this page.
Error(s):
2945: UPLOAD_RULE_NOT_CONFIGURED Was ...
... stop working when a third-party CDN / API gets upgraded. Add these to the widget as you see fit but I'm including jQuery and Bootstrap:
Company Name - Quote Builder
...
... = v_ImageSrc.getPrefix("\"");
if(!isBlank(v_ImageSrc))
{
// use a try...catch as some file types may cause this to partially fail
try
{
v_CountNew = v_CountNew + 1;
f_DownloadFile ...
... and use it as a standalone function to upload generic images (such as facebook, instagram, icons, and partner logos). This function is for images that will be on all signatures and don't have anything ...
... = List();
l_LastNameParts = v_LastName.toList("-");
for each v_LastNamePart in l_LastNameParts
{
//
// default to proper
v_LastNamePart = v_LastNamePart.proper();
//
// if exception prefixes
for ...
... and that's only half of the production system's contacts. I needed a quick bit of code to find any duplicates, all within the Zoho Creator app using Zoho Deluge and avoiding the use of any third-party APIs. ...
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? ...
... of Zoho Inventory. In this task, we are simply getting a CSV with all the order IDs for a particular year output as a spreadsheet.
How?
Similar to how we retrieved the eBay active listings (see ...
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 ...
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 ...
... a message handler or participation handler. As for the usage, simply ask the Cliq Bot a question and it will forward the query and respond with the response from the OpenAI API.
Setup a Zoho Cliq ...
... CRM Contacts and select "Deduplicate Contacts", then say compare by email and the foreign key (3rd-party unique ID for that contact).
Error(s) Encountered
Could not find a matching parent record ...
... writing this article as it had gone through several partners before us and even Zoho themselves without a solution. This took my team the best part of two months to find a solution.
How?
Disclaimer ...
What?
This is a quick article to note down some code used in Zoho Recruit. This particular bit of code will run on a workflow when a Candidate is modified, and it tallies all the candidates belonging ...
... next step.
STEP 4: THE REST
A Zoho Flow would submit the request ID and document ID as part of a map to the following function:
void fn_SignDataAndAttach(int v_RequestId, int v_DocumentId)
{
//
// ...
... create a button that sits on the view page of a record and the staff simply click on and it does all the aforementioned.
How?
The difficult part here was to figure out how to convert the CRM record ...
... part. Else, here is what you need to do.
Go to the official Amazon home page that applies to your region.
Sign in with your Amazon username and password.
After you have logged in, look for the menu ...
... snippet for a Zoho Creator page. We set the parameters of the form/report. Then this shows how to embed using a DIV layer which allows for CSS styling. The last part shows how to embed using an IFRAME ...
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