What?
A quick article with the code to download image attachments from a Zoho Ticket and then to upload the attachment to Zoho Analytics.
Why?
First of all, we couldn't find how to sync attachments ...
... for myself is as follows:
Trigger if the contact record has a tickbox called "Extra Confidential" ticked/checked=true
Popup a confirmation box to proceed or cancel.
Popup the email from CRM mailer ...
... report a faulty product; using website form or chat.
Customer can upload or send to agent to upload to a Zoho Desk support ticket as an attachment.
The ticket will appear in a Quality Control report ...
... void the invoice, delete the package and shipment.
- Added chart of accounts lookup to set purchase account for an item: now ticks purchase information and track inventory.
- Issue on create ...
... the deluge code):
Click on "Manage Connections"
Click on Create Connection
Select Service "Zoho OAuth"
Give it a name, I'm calling mine "ChatGPT CRM"
Untick "Use Credentials of Login User"
Under ...
... ? 1 : 0
v_PKCountTotal := v_PKCountTotal + v_PkCountFound
; tick checkbox to process or not (if filesize is less than 1kb than no)
v_LogProcessNote := "No"
v_FileSizeKB := A_LoopFileSizeKB
v_RowOptions ...
... is triggered when a user ticks a decision box in Zoho Creator (on iPad displays as an on/off switch). My connection here called "jl_inventory" has the minimum required scopes:
ZohoInventory.salesorders.READ ...
What?
This is a bit of an odd article with not 100% certainty on what the cause/outcome would be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales ...
... my Zoho Deluge - Connect to Xero API article for setting up an app)
Select "Webhooks" in the left sidebar menu
Tick "Contacts" and "Invoices" and enter the Delivery URL as the REST API Function you noted ...
... //
// [OPTIONAL] Reset the decision box to false
input.Copy_Monday_to_the_Other_Days = false;
}
The Result
So now when I tick this decision box, I get something like the following:
...
... OnEdit, when we reach field 1 and audit change is invoked, the tickbox becomes false then true at the end of that workflow, but then field2 gets populated and runs the audit change (false to true). In ...
... ticked, the same popup will appear if you click on the edit icon in the header "Tax" (applies to subtotal).
Note:
If you do not do the second section as per this article, even having customized ...
... Invoice module as well.
Step by step fix:
Login to ZohoCRM, go to Setup
Under "Customization", select "Modules and Fields"
Click on "Organize Modules"
Enable "Invoices" (by ticking the box and ...
... "message": "Field name 'ApprovalStatus' is invalid "
},
"status": 1
}
}
[Warning: Another red herring ahead] We tried various other options such as adding a tickbox that would be used ...
What?
The aim of this article is to document how you can display a Creator report to the user, that they can select (tickbox) multiple records in that report, and then have a button that loops through ...
... in code later (preferably in lowercase as it will lowercase it anyway)
Scope: Enter each scope you need and click on the plus icon to add each one.
Keep "Use credentials of login user" ticked.
You ...
... it "myconnector".
Ensure that as a minimum, the scope ZohoBooks.salesorders.CREATE is ticked.
Click on "Authorize"
Read the notice saying Creator would like access to bla bla bla and click on "Accept" ...
...
Tick the applicable Scope(s): for example: "ZohoCRM.settings.fields.READ"
Click on "Create" and then on "Accept" in the popup.
You should be redirected to a page which lists the "status" as connecte ...
... (might not be the same as CRM super admin!!!)
Go to Setup » Developer Space » Connections » Create Connection » Zoho
Ensure you enable/tick "ZohoCreator/creatorapi".
Note the name that you call it ...
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