Knowledge base / Since 1999
Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.
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So this is an article expanding on my article Zoho Deluge - Connect to Xero API and explores how instead of a schedule, we can get Xero to tell ZohoCRM whenever an invoice or contact gets updated in Xero.
An article with a quick snippet of code which builds up the address from a Lead record to geocode into latitude and longitude coordinates to feed a third-party API which returns a timezone.
A quick article to demonstrate code that creates a task in CRM based on the time logged against an Event/Meeting.
An article to save time where a customer wants to click a button to generate a merged document in Writer and attach it to the CRM record.
This is an article to document a function used in Zoho Creator to retrieve the Product IDs of all the active products in a client's eBay store.
This article demonstrates how to return a list of unique values in a particular field in a CRM module.
A quick article to remind me on how to upload a photo using CRM API v2. Yes it's documented and yes it still confuses me now and again. So I'm writing this to remind me and to keep reminding me of how to do this.
A quick note for when I want to quickly generate maps of a currency or a tax from a client's Zoho Books.
An article to note something I didn't realize I needed: How to address the above error and how to update a Shipping Address for a specific Sales Order in Zoho Books.
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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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