Search - Joel Lipman .Com

1. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; What? This is an article describing a custom function built into Zoho Flow that will accept as parameter the document_id and request_id. It then retrieves the Deal Reference (entered by an office signee) ...; Created on 17 October 2022
2. TravelPort Universal API - Ping Request with PHP-cURL: / API Miscellaneous /; Applies to: TravelPort Universal API PHP 4 or 5 cURL What? An article on how to resolve errors and setup a standard ping request using the TravelPort Universal API. This is to be achieved using ...; Created on 27 April 2015
3. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; ... = "-"; v_OrgId = "123456789"; v_Output = "Unable to process request"; // // evaluate v_Intent = ifnull(input.p_Intent,"-"); v_QuoteRef = ifnull(input.p_QuoteRef,"-"); v_CustomerID = ifnull(input.p_CxID,"-"); // // ...; Created on 04 November 2024
4. Zoho Deluge: Convert Hex to RGB: / Zoho /; What? A quick article to document a Zoho Deluge function converting a hexadecimal color reference to a Red Green Blue value (RGB). Why? It's likely that Zoho will avail their color picker at some ...; Created on 11 October 2024
5. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... Zoho Sign Template with the pre-filled fields to the desired recipient/ recipients r_SignResponse = zoho.sign.createUsingTemplate(v_TemplateID,m_Parameters); // info r_SignResponse; // // get request ...; Created on 06 August 2024
6. Zoho Deluge: Determine your Statement Execution Limit: / Zoho /; ... So create a function in the Zoho App you are checking, or somewhere you can write some Zoho Deluge code. Note that requesting an increase of the limit or an upgrade to the subscription will likely ...; Created on 31 July 2024
7. Zoho Projects: Get All Events: / Zoho /; ... Put simply, "Closed" are events in the past and "Open" are events in the future. The "is_open" in tasks is misleading and cannot be used in the request for events. There are hardly any parameters you can ...; Created on 22 July 2024
8. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... your own here) v_ZA_WorkspaceID = "123456000000789012"; v_ZA_ViewID = "123467000009876543"; v_ZA_OrgID = "20240709007"; // // build up request to send m_Header = Map(); m_Header.put("ZANALYTICS-ORGID",v_ZA_OrgID); m_Params ...; Created on 09 July 2024
9. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; ... and take the number directly after "org-details/" v_AnalyticsOrgID = "20240702123"; // // generate request header m_Header = Map(); m_Header.put("ZANALYTICS-ORGID",v_AnalyticsOrgID); // // generate ...; Created on 02 July 2024
10. Zoho Books / Inventory: Get Item Rate from a Price Book/List: / Zoho /; What? A quick article on how to get the pricebook entry using Zoho Deluge for a specific product in your ZohoBooks or ZohoInventory instance. Why? This took me the best part of an hour to determine ...; Created on 23 May 2024
11. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; What? An article to ensure I never spend this long on such a request again. The brief is: "Follow up when a lead is created and not converted within 1 day send an email and notification to sales person ...; Created on 14 May 2024
12. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... - Order Update Trigger: Function executed when a webhook from Shopify is sent to ZohoCRM (Order Update) Inputs: String crmAPIRequest Outputs: String crmAPIResponse Date Created: ...; Created on 22 April 2024
13. Zoho Deluge and Wordpress/WooCommerce API: Get All Products: / Zoho /; ... in Zoho Inventory and this feeds the website. More than often, however, this request comes in when the customer has already been setting their Zoho environment up and the Wordpress site has the more information. ...; Created on 15 April 2024
14. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; ... was a primary contact on the customer record. This is from within ZohoCreator, requesting for an invoice in ZohoBooks to be sent. How? So the key here is that there were no contact persons on ...; Created on 07 March 2024
15. Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSON: / Zoho /; ... quick answer is to build a nested map in your request instead of using the Creator/JavaScript period/dot character... Some might suggest it's an authorization error but if you do a getRecordById and ...; Created on 04 October 2023
16. Zoho Books: Generate Bank Text File for Download: / Zoho /; ... build attachment request m_Attachment = Map(); m_Attachment.put("paramName", "attachment"); m_Attachment.put("content", f_BillsExport); // // this variable name is in plural, but as a custom function ...; Created on 02 October 2023
17. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters: / Zoho /; What? Another article on something I learned today despite never running into this issue before; but sending a billing/shipping address included in a request to create or update an estimate in ZohoBooks ...; Created on 18 September 2023
18. 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
19. Zoho Inventory: Enable Tracking using the API: / Zoho /; ... build the update or create request m_CreateBooksItem = Map(); m_CreateBooksItem.put("name",v_ItemTitle); m_CreateBooksItem.put("sku",v_ItemSKU); m_CreateBooksItem.put("rate",v_ItemPrice.toDecimal()); // // ...; Created on 04 May 2023
20. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; ... I'm storing this here as a reference and taking the bits that I need for the various clients that request an eBay integration. This is a comprehensive snippet which does the whole lot. How? Using ...; Created on 27 April 2023