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A quick article because I couldn't find anything that documented this with a working example.
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Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.
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A quick article because I couldn't find anything that documented this with a working example.
A quick article to document 2 features in deluge code: a custom related list in ZohoBooks, and a reminder on how to read a table from ZohoAnalytics.
An article to ensure I never spend this long on such a request again. The brief is: "Follow up when a lead is created and not converted within 1 day send an email and notification to sales person everyday for 3 days then escalate to a specified user".
This is an article to show how to setup a scheduled function that checks and restores a missing webhook as well as the snippets when receiving the webhooks and storing them.
A quick article on retrieving all the products from a WooCommerce instance on a client's Wordpress website.
A quick article on how to get around this error.
This is an article to show you how to, using Deluge code, generate all the email signatures in the user profile in ZohoCRM.
A quick article on how I resolved this error and how the online forums and documentation did not.
A quick article on getting the payment terms in Zoho Books along with their IDs.
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This site exists as a practical knowledge base built from real-world experience across systems, platforms, and technologies since 1999. Much of the content documents solutions, edge cases, and working patterns that were learned through investigation where documentation was incomplete or absent, and is shared to reduce the same friction for others.
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