Search - Joel Lipman .Com

1. Zoho: / Category /; Created on 05 March 2020
2. 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
3. ZohoCRM: Get Organization Business Hours using Deluge/API: / Zoho /; What? A super quick article on getting the business hours set in ZohoCRM. Why? When creating a booking system in ZohoCreator, I want to enter the default working shift for an employee either existing ...; Created on 28 March 2023
4. ZohoDeluge: Check Shipment Status via DHL API: / Zoho /; ... that asked, in this case Zoho Inventory. So for this, I've set up a nightly schedule which checks on all the shipments from a certain date and updates the shipment status for items that have been delivered: ...; Created on 21 March 2023
5. ZohoAnalytics: Pivot Campaigns vs Contacts: / Zoho /; What? A very quick article of a quick solution but at least a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts. Why? Simply the client wanted a report on customers ...; Created on 20 March 2023
6. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; What? Following on from the article: Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo. This is the next step as we get it to look at data within ZohoCRM. Why? Because it is a serious improvement ...; Created on 06 March 2023
7. ZohoCRM: Get All eBay Active Listings: / Zoho /; ... level or stock check of all the products that are currently listed in a client's eBay store; we want to get the stock level and then use this data to synchronize with data held in Zoho Inventory... How? ...; Created on 01 March 2023
8. ZohoDeluge: Inserting a new line character in a CSV: / Zoho /; What? A super quick article on something that almost deserves its own article: using new lines in ZohoDeluge. Why? My use-case here is that I was generating a comma separated values (CSV) file ...; Created on 01 March 2023
9. ZohoDeluge: Get All eBay Orders Given a From and Till Date: / Zoho /; ... an Access Token to your client's eBay store as that's covered in my article: Zoho Creator: Push to eBay Listings. Getting the Orders in XML format: /* Function: fn_eBay_GetOrders() Purpose: ...; Created on 28 February 2023
10. Zoho Creator: Disable/Hide the add and delete subform row buttons: / Zoho /; What? A really quick article on how to hide these using CSS... at least until Zoho have this as a setting using the GUI. Why? Our use-case is that we have a subform which gets autopopulated with ...; Created on 28 February 2023
11. Zoho Deluge: Shopify API: Get all active products with GraphQL and Pagination: / Zoho /; ... recently modified products at the end of each day and run some Deluge code against it to ensure that the data in Shopify is the same as in Zoho. In this case, Shopify is considered the source of truth ...; Created on 20 February 2023
12. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo: / Zoho /; What? A quick article on my adaptation of some code posted by Poorvik Palanikumar on the Zoho Community Forums to connect a ZohoCliq to the OpenAI API and ChatGPT... Note that I have another article ...; Created on 13 February 2023
13. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; What? This article is just in case it comes up again (has twice now) where a client wants a report on candidates and associated job openings in Zoho Recruit. Why? We're creating a custom module ...; Created on 08 February 2023
14. ZohoCRM: Import Attachments: / Zoho /; What? An article for myself really as I couldn't find much online to address the errors I encountered below but also to document the import process of a bunch of files into a ZohoCRM system. Why? ...; Created on 16 January 2023
15. Zoho CRM: Manage a subform using Client Script: / Zoho /; What? This is an article with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script. Why? A client wanted an automation on-the-fly that when selecting a specific ...; Created on 09 December 2022
16. Zoho Analytics: Determine profits from invoices and purchase orders: / Zoho /; What? An article on the reasoning and steps to generate a dataset using Zoho's ANSI-SQL queries to generate the margins of each invoice in ZohoBooks. Why? We need to create a profits/losses dashboard ...; Created on 03 November 2022
17. Zoho Analytics: Set Up a Widget Displaying Sales Person: / Zoho /; What? A quick article to display a value in a column in a widget in Zoho Analytics. Why? Because I keep forgetting how to do it. How? I've done this for a query that amalgamated all the ...; Created on 24 October 2022
18. Zoho Deluge: Generate a loop or list of any size: / Zoho /; What? This is an article on a trick I picked up from one of our interviewees as well as apparently in one of the Zoho documentation manuals. It uses leftpad to create a string of a length, converts ...; Created on 21 October 2022
19. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Account: / Zoho /; 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 ...; Created on 19 October 2022
20. 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