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1. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... == "SIGN") { v_SendActionId = m_Action.get("action_id").toLong(); } } } } if(v_SendActionID == 0) { v_OutputMessage = "Unable to find appropriate action. If this continues please contact ...; Created on 06 August 2024
2. Zoho Projects: Get All Events: / Zoho /; ... = l_ThisTimeEventParts.get(1); v_ThisDateEvent_Hour = l_ThisTimeEventParts.get(0); // // convert 12-hour to 24-hour v_ThisDateEvent_Hour = if(l_ThisDateTimeEventParts.get(2)=="PM", v_ThisDateEvent_Hour.toLong() ...; Created on 22 July 2024
3. Zoho Creator: Render to PDF with margins and page numbers: / Zoho /; ... Description Quantity Unit Price Unit Discount 0) { v_LineItemTotal = 0.00; v_ThisQuantity = ifnull(c_Quote.Quantity,1).toLong(); v_TotalQuantity = v_TotalQuantity ...; Created on 07 May 2024
4. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; ... you can lock it down to just the scopes you need. void ZohoBooks.fn_SendZohoBooksInvoice(int p_OrderID) { v_OrderID = ifnull(input.p_OrderID,0).toLong(); /* ******************************************************************************* Function: ...; Created on 07 March 2024
5. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... = 200; v_Endpoint = "https://www.zohoapis.com/crm/v5/Quotes/actions/count"; r_MaximumCount = invokeurl [ url :v_Endpoint type :GET connection:"zcrm" ]; v_MaxCount = ifnull(r_MaximumCount.get("count"),0).toLong(); v_Pages ...; Created on 14 November 2023
6. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters: / Zoho /; ... tried sync contacts from Account record for each r_Result in r_SearchResults.get("contacts") { if(!isnull(r_Result.get("contact_id"))) { v_BooksCustomerID = r_Result.get("contact_id").toLong(); break; } } } } if(v_BooksCustomerID ...; Created on 18 September 2023
7. Zoho Deluge: Get the Week Number if Week starts on a Monday: / Zoho /; ... the week number: c_Order = Order[ID == 123456890123456890]; if(c_Order.Order_Date != null) { v_ThisDate = c_Order.Order_Date.toString("EEEE, dd-MMM-yyyy u w"); v_ThisWeek = if(c_Order.Order_Date.toString("u").toLong()==7,c_Order.Order_Date.subDay(1),c_Order.Order_Date).toString("w"); } // ...; Created on 06 July 2023
8. Zoho Inventory: Enable Tracking using the API: / Zoho /; ... key here to enable inventory tracking m_CreateBooksItem.put("item_type","inventory"); // // other less important values to include re purchase information m_CreateBooksItem.put("product_type","goods"); m_CreateBooksItem.put("reorder_level",0); m_CreateBooksItem.put("available_stock",v_QuantityAvailable.toLong()); m_CreateBooksItem.put("initial_stock",v_Quantity.toLong()); m_CreateBooksItem.put("initial_stock_rate",v_ItemPrice.toDecimal()); m_CreateBooksItem.put("inventory_account_id",m_Accounts.get("Inventor ...; Created on 04 May 2023
9. 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
10. 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
11. ZohoBooks: Stripe Terminal Integration: / Zoho /; ... ) != null) { v_ChargeDescription = ifnull(m_Data.get("description"),""); v_ZB_InvoiceID = v_ChargeDescription.getSuffix("ID: "); v_ZB_InvoiceID = if(isNumber(v_ZB_InvoiceID),v_ZB_InvoiceID,0).toLong(); } } // ...; Created on 16 March 2023
12. 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
13. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo: / Zoho /; ... = message.trim(); l_Messages = List(); v_ChatID = ifnull(chat.getJSON("id"),0); // // get conversations from last 10 minutes v_MinutesAgo = 10; v_FromTime = zoho.currenttime.subMinutes(v_MinutesAgo).toLong(); v_TillTime ...; Created on 13 February 2023
14. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; ... the Zoho Recruit Candidate ID m_Create.put("Candidate_ID",v_CandidateZohoID.toLong()); // // specify the client's own Candidate Ref m_Create.put("Candidate Ref",v_CandidateRef); // ...; Created on 08 February 2023
15. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; ... = zoho.crm.searchRecords("Deals","(Reference_ID:equals:" + v_DealRef + ")",1,200,); for each r_Result in l_SearchResults { if(!isnull(r_Result.get("id"))) { v_DealID = r_Result.get("id").toLong(); } } } // // ...; Created on 17 October 2022
16. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... = zoho.creator.getRecordById(v_AppOwner,v_AppName,v_ReportName,r_Creator.get("data").get("ID").toLong(),"joel_creator"); if(!isnull(r_CreatorDetails.get("data"))) { if(!isnull(r_CreatorDetails.get("data").get("Public_URL").get("url"))) { v_PublicUr ...; Created on 31 March 2022
17. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... extract user ID v_UserID = m_Webhook.get("user_info").get("id").toLong(); } // // if user ID was extracted sucessfully if(v_UserID != 0) { // // get user details (we need the profile) r_UserDetails ...; Created on 11 February 2022
18. 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
19. ZohoCRM & Xero Real-Time Invoices: Receive Webhook: / Zoho /; ... r_Result1 in l_SearchResultsByRef { if(!isnull(r_Result1.get("id"))) { v_CrmContactID = r_Result1.get("id").toLong(); v_ZohoModule = "Contacts"; } } / ...; Created on 10 January 2022
20. Zoho Creator/Deluge: Calculating with Timezone Offset: / Zoho /; ... = "(+01:00) Europe/Luxembourg"; v_CustomerOffset = "+01:00"; // // calculate GMT v_CustomerPlusMinus = v_CustomerOffset.subString(0,1); v_CustomerHours = v_CustomerOffset.subString(1,3).toLong(); v_CustomerMinutes ...; Created on 07 December 2021