JOEL LIPMAN Systems / Automation / AI

Knowledge base / Since 1999

Scripts, systems & field notes.

Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.

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Zoho CRM: Standard Setup for Tax Rates
Zoho CRM 41370

Zoho CRM: Standard Setup for Tax Rates

This is an article for training purposes. I'm pretty sure there is official documentation on how to do this but I thought I'd write this article to make it simpler for new developers to follow and learn as a quick point of reference.

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Zoho Creator: Receive JSON via a Shopify Webhook
Zoho Creator 58988

Zoho Creator: Receive JSON via a Shopify Webhook

This is an article to document how to receive a JSON response from a webhook created in Shopify. See my article: Zoho Deluge: Push Item to Shopify API if you want information on setting up an integration from Zoho Creator to Shopify API.

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Zoho CRM REST API: Stop Workflow from Triggering
Zoho CRM 28900

Zoho CRM REST API: Stop Workflow from Triggering

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 or updateRecord.

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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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