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1. Zoho CRM: Updating a CRM record Custom Line Items using API v7: / Zoho /; ... information that may help ******************************************************************************* */ // // initialize m_UpdateQuote = Map(); // // get quote details v_Endpoint = "https://www.zohoapis.com/crm/v7/Quotes/" ...; Created on 18 December 2024
2. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; ... = true; // // Mark the estimate as accepted r_Accept = invokeurl [ url :"https://www.zohoapis.com/books/v3/estimates/" + v_EstimateID + "/status/accepted?organization_id=" + v_OrgId type ...; Created on 04 November 2024
3. Zoho Workdrive: Getting Team Folder ID: / Zoho /; ... that header has to be added otherwise you get a blank response: m_Header = Map(); m_Header.put("Accept","application/vnd.api+json"); v_Endpoint = "https://www.zohoapis.com/workdrive/api/v1/teamfolders//folders"; r_TeamFolderInfo ...; Created on 11 September 2024
4. Zoho Books / Inventory: Get Item Rate from a Price Book/List: / Zoho /; ... "sales"); v_PriceBookEndpoint = "https://www.zohoapis.com/books/v3/items/pricebookrate"; r_ThisPriceBook = invokeurl [ url : v_PriceBookEndpoint type :GET parameters: m_Params connection:"zbooks" ]; // // ...; Created on 23 May 2024
5. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... */ // // set your own REST API endpoints for the webhooks here (we are only checking order update or inventory level update) v_CrmOrderUpdateWebhook = "https://www.zohoapis.com/crm/v2/functions/fn_shopify_webhook_orderupdate/actions/execute?auth_type=apikey&zapikey=1003.aaaabbbbccccddddeeeeffff00001111.22223333444455556666777788889999"; v_CrmInventoryLevelWebhook ...; Created on 22 April 2024
6. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; ... = "https://www.zohoapis.com/books/v3/invoices/" + v_BooksInvoiceID + "/email?organization_id=" + v_BooksOrgID; r_SendInvoice = invokeurl [ url :v_Endpoint type :POST parameters:m_Params.toString() connection:"zbooks" ]; info ...; Created on 07 March 2024
7. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... = Map(); m_Params.put("data",m_Data); r_Permissions = invokeurl [ url :"https://www.zohoapis.eu/workdrive/api/v1/permissions" type :POST parameters:m_Params.toString() headers:m_Headers connection:"zworkdrive" ]; inf ...; Created on 05 December 2023
8. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... I've called it "zcrm". Standard Call for Module Record Count: v_PerPage = 200; v_Endpoint = "https://www.zohoapis.com/crm/v5/Quotes/actions/count"; r_MaximumCount = invokeurl [ url :v_Endpoint type ...; Created on 14 November 2023
9. Zoho Books: System Values Maps: / Zoho /; ... that for the below, I recently updated this article (2024-05-21) due to the API domain name change from https://books.zoho.com to https://www.zohoapis.com/books and changed the Top Level Domain (or Zoho ...; Created on 07 November 2023
10. Zoho Books: Generate Bank Text File for Download: / Zoho /; ... within ZohoBooks, we know this is just 1 bill record, still... for each r_Bill in bills { v_BillID = r_Bill.get("bill_id"); } // // send attachment request r_Attachment = invokeurl [ url: "https://www.zohoapis.com/books/v3/bills/" ...; Created on 02 October 2023
11. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters: / Zoho /; ... ---------------------- QUOTE LINE ITEMS ---------------------- // line items get via api v2.1 or greater l_BooksLineItems = List(); r_CrmProductLineItems = invokeurl [ url :"https://www.zohoapis.eu/crm/v2.1/Quotes/ ...; Created on 18 September 2023
12. 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
13. ZohoCRM: Get Organization Business Hours using Deluge/API: / Zoho /; ... = invokeUrl [ url: "https://www.zohoapis.com/crm/v3/settings/business_hours" type: GET connection: "mycrmconnection" ]; info r_OrgDetails; Yields something like { ...; Created on 28 March 2023
14. ZohoBooks: Stripe Terminal Integration: / Zoho /; ... URL: https://www.zohoapis.com/books/v3/settings/incomingwebhooks/iw_stripe_terminal_payment/execute?auth_type=oauth Inputs: invoice Outputs: - Date Created: 2023-03-23 ...; Created on 16 March 2023
15. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... invokeurl (note the Zoho endpoint here will depend on your datacenter; .com / .eu) r_Coql = invokeurl [ url :"https://www.zohoapis.eu/crm/v2/coql" type :POST parameters:m_Params.toString() ...; Created on 06 March 2023
16. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template: / Zoho /; ... = "https://zohoapis.com/crm/v2/settings/inventory_templates/" + v_TemplateID + "/actions/print_preview?record_id=" + p_QuoteID + "&print_type=pdf"; f_FileRequest = invokeurl [ url :v_Url ...; Created on 18 August 2022
17. Zoho CRM & Zoho Inventory: Upload Image to Item Record using Deluge: / Zoho /; ... = invokeurl [ url :v_ImageSrc type :GET ]; // // set the data type r_DownloadedPhoto.setParamName("image"); // // generate endpoint v_Url = "https://www.zohoapis.com/books/v3/items/" + v_ZB_ItemID ...; Created on 21 June 2022
18. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... Another REST API CRM function which generates an eBay Access Token for me r_Response = getUrl("https://www.zohoapis.eu/crm/v2/functions/fn_ebay_getaccesstoken/actions/execute?auth_type=apikey&zapikey=1003."); if(!isnull(r_Response.toMap().get("details"))) { if(!isnull(r_Response.toMap().get("details").get("output"))) { v_AccessToke ...; Created on 31 March 2022
19. Zoho CRM & Creator: Download attachment and upload to Creator file field: / Zoho /; ... = zoho.crm.getRelatedRecords("Attachments","Contacts",v_CrmContactID,1,200,m_SortCriteria); for each r_Attachment in l_Attachments { if(r_Attachment.get("id") != null) { v_AttachmentEndpoint = "https://www.zohoapis.com/crm/v2/Contacts/" ...; Created on 11 March 2022
20. ZohoCRM & Xero Real-Time Invoices: Receive Webhook: / Zoho /; ... = ""; v_AccessToken = ""; r_Response = getUrl("https://www.zohoapis.com/crm/v2/functions/fn_api_getxeroaccesstoken/actions/execute?auth_type=apikey&zapikey="); if(!isnull(r_Response.toMap().get("details"))) { if(!isnull(r_Response.toMap().get("details").get("output"))) { v_AccessToken ...; Created on 10 January 2022