Search - Joel Lipman .Com

1. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... the Payment Date. Why? This was requested by a customer and the problem happened in that the workflow would simply not trigger when the invoice was paid. The customer had added 3 custom fields: ...; Created on 17 August 2022
2. Zoho CRM REST API: Stop Workflow from Triggering: / Zoho /; What? This is an article to show you how to use triggers but also how to stop them. We only found this an issue when using REST API v2.1 but also to show you how to configure triggers when using createRecord ...; Created on 16 June 2021
3. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... code to button "Send Credit Application" off the contact record Sends ZohoSign template off to contact email Contact completes and signs the form via ZohoSign ZohoSign on completion triggers worklow ...; Created on 06 August 2024
4. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... Map Related_Purchase_Orders( Map salesorder , Map organization , Map user , Map page_context ) Label: Related Purchase Orders Trigger: Displays on Sales Order record Purpose: To ...; Created on 09 July 2024
5. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; ... void Check_DataSources_Sync_to_ZohoAnalytics () Label: Check DataSources Sync to ZohoAnalytics Trigger: Scheduled daily at 1am starting from tomorrow (3-Jul-2024) Purpose: To ...; Created on 02 July 2024
6. Zoho Books / Inventory: Get Item Rate from a Price Book/List: / Zoho /; ... price book rate post saving a record in Zoho Deluge would fail because it was making too many function statements. How? I have this code triggered in a workflow when the sales order is created to ...; Created on 23 May 2024
7. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... our friend. How? So we'll run a workflow that triggers on the creation of a lead and runs a function which will simultaneously create a task with a reminder both on popup and email which repeats ...; Created on 14 May 2024
8. Zoho Creator: Render to PDF with margins and page numbers: / Zoho /; What? There are already articles out there that document this but I use this more and more and would rather just find it on my site than going through multiple bookmarks. Why? This use-case is ...; Created on 07 May 2024
9. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... hover the mouse over it after creating the function so that you can enable the REST API endpoint of it. This will need to be triggered whenever there is an update to the order (especially when tracking ...; Created on 22 April 2024
10. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; ... void ZohoBooks.fn_SendZohoBooksInvoice(int p_OrderID) Trigger: On Demand when button in report is clicked Purpose: This will send a ZohoBooks invoice directly to its recipient Inputs: ...; Created on 07 March 2024
11. Zoho CRM: Client Script Confirmation Box and Popup Mailer: / Zoho /; ... 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 ...; Created on 06 February 2024
12. Zoho Creator: Get Images in Report to be Exported to PDF: / Zoho /; ... so that I get the popup to enable bi-directional rather than via the tickbox. The below code is added to a trigger whenever the ticket form is submitted either on creation or modification. The ...; Created on 26 January 2024
13. ZCRM Client Script: Correct Decimal Fields OnLoad: / Zoho /; ... Trigger: On Products Edit Page (Standard) > Page Event OnLoad Purpose: ZohoCRM only allows up to 6 decimals but some calculations are resulting in more than this which blocks ...; Created on 13 December 2023
14. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... void fn_Tickets_OnCreateEdit(int p_Ticket) Label: Fn - Tickets - On Create or Edit Trigger: Off a workflow when a ticket is created or modified Purpose: Pushes the tickets attachments ...; Created on 05 December 2023
15. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... String fn_Workdrive_HostImage(string p_DownloadImageUrl, string p_WorkdriveFolder) Label: Fn - Workdrive - Host Image Trigger: Off a button / Standalone Purpose: This uploads ...; Created on 05 December 2023
16. Zoho Books: System Values Maps: / Zoho /; ... Map fn_GetSystemValues() Trigger: Snippet to be used at beginning of code to get dynamic maps of system values Purpose: Taxes, Currencies, Payment Terms, Sales Persons, and Nominal Accounts Inputs: ...; Created on 07 November 2023
17. Zoho Books: Generate Bank Text File for Download: / Zoho /; ... is attached to the last record of the source data File identifying number is returned from being attached File is opened in a new tab/window to trigger downloading. File is deleted from attachments ...; Created on 02 October 2023
18. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters: / Zoho /; ... This is the code used in a workflow triggered within ZohoCRM when a Quote is created or modified: // // initialize v_BooksOrgID = 123456789; v_BooksCustomerID = 0; m_CreateEstimate = Map(); l_CrmBillingAddress ...; Created on 18 September 2023
19. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; ... Email - Possibly still an issue with delayed payment (check this is not holding status) Date Modified: 2023-03-17 (Joel Lipman) - Enhanced debug messages as function not auto-triggering ...; Created on 27 April 2023
20. ZohoBooks: Stripe Terminal Integration: / Zoho /; ... Map Take_Payment( Map invoice, Map organization, Map user) Label: Take Payment Trigger: On button click Purpose: Preps stripe terminal to take payment for balance of invoice. Inputs: ...; Created on 16 March 2023