JOEL LIPMAN

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.

Advanced search

209 entries / matching Images

Clear filters
Zoho Creator: Receive JSON via a Shopify Webhook
Zoho Creator

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.

Read note 60,231 hits
Zoho CRM REST API: Stop Workflow from Triggering
Zoho CRM

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.

Read note 29,552 hits
Zoho Projects: Add a Time Log to an Issue using Deluge
Zoho Projects

Zoho Projects: Add a Time Log to an Issue using Deluge

This is an article to demonstrate how to log a time event under a Zoho Projects Issue using code (Zoho Deluge) rather than the graphical user interface (GUI). Note this would probably be similar to when trying to enter a time against a project Task but this article is focused on getting this working against Project Iss...

Read note 57,979 hits
Zoho People: Reject an Application for Leave in Deluge based on Criteria
Zoho People

Zoho People: Reject an Application for Leave in Deluge based on Criteria

This article documents how to stop an employee from applying for leave when already 80% of their team have already booked the same date off. My brief was: Check the department this employee belongs to Search for employees of the same department (team members) who have booked the same days off (ie count holiday clashes)...

Read note 88,438 hits
Zoho Creator: Button on Report for Merging Multiple Selected Records
Zoho Creator

Zoho Creator: Button on Report for Merging Multiple Selected Records

The aim of this article is to document how you can display a Creator report to the user, that they can select (tickbox) multiple records in that report, and then have a button that loops through all the selected (ticked) records. The example below documents a report of Quotes where we want to merge all the product line...

Read note 56,334 hits

Working principle

Our Purpose

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.

27 Years in IT
1021 CRM clients
822 Site articles
30.1m+ Reads / hits

Knowledge base

Search notes

Find matching words in article titles and content.