ZohoCRM: Template: not being able to edit a text box
- Category: Zoho
- Hits: 24483
This is a bit of an odd article with not 100% certainty on what the cause/outcome would be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales order inventory template.
Why?
A client raised an issue that they had previously hard-coded the address of their organization into the body of a template (just below the header... they weren't using the header section) but then they changed address and couldn't change the template. So they had something like:
${Organization.Organization Name}
${Organization.Street}
${Organization.City}
${Organization.Country}
${Organization.Postal Code}
11 My Street, My City, My State, My Zip, My Country
They wanted to get rid of the "11 My Street, My City, My State, My Zip, My Country" but when editing the template, they couldn't put the cursor in there or even delete the box the address was in.How?
So you're going to say this is a strange issue and an even stranger fix, but I've tested this solution by getting a colleague to refresh the page and check it out as well as the client to go in and confirm the change was successful...:
Zoho Creator: eBay: Get Item Transaction
- Category: Zoho
- Hits: 16435
This is the function to get the line item order/transaction from eBay if you give it the eBay Item ID as a parameter.
Why?
Mostly for debugging but here's the code that will quickly get the XML of a GetItemTransactions request to eBay.
How?
You'll need an access token for eBay which I documented on how you can generate one in my article: Zoho Creator: Push to eBay Listings. Then you can use the following code, note that the parameter is the eBay Item ID:
Zoho Creator: Receive eBay Notification and Create Shopify Order
- Category: Zoho
- Hits: 12911
This is an article documenting how to parse the notification from eBay and using it to create an order in Shopify.
Why?
Previously, we would receive an eBay notification and create an order record in Zoho Creator. We did the same for when Shopify would process an order. You can see my following articles for more information on these:
- Zoho Creator: Receive eBay Order Notifications via Webhook
- Zoho Creator: Receive JSON via a Shopify Webhook
How?
I'm going to show you the code first of how to parse the eBay Transaction data and then the code to create a Shopify Order:
Zoho Analytics: Setup DataSource via FTP Connection
- Category: Zoho
- Hits: 20380
So this is going to be an article with a bunch of pictures showing step-by-step of how I setup a recurring data source in Zoho Analytics via FTP.
Why?
The use-case here is that I have a client who wants to import data via FTP (SFTP - to be precise) and have this available to their Zoho apps. My aim(s) are:
- Setup recurring FTP connection.
- Make data readily available to ZohoCRM.
How?
Well, let's setup the FTP connection first in Zoho Analytics:
ZohoCRM & Xero Real-Time Invoices: Receive Webhook
- Category: Zoho
- Hits: 35843
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.
Why?
I used to use ZohoCRM schedules to pull when an invoice has been paid, but ZohoCRM schedules run only every 2 hours. You can set up 2 schedules: one that runs on even hours and one that runs on odd hours to change this to every hour. It's not enough for some, so the below details on how you can get Xero to tell Zoho when a contact or invoice has been updated immediately.
How?
Here's an overview of how we achieve this:
- Set up a Zoho CRM function to receive the webhook.
- Setup a webhook in Xero.
- [Optional for Method #2] Setup a PHP script on a server that will validate the Xero webhook.
Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)
- Category: Zoho
- Hits: 28749
A very quick article to remind me how to send a text message using Twilio API in Zoho Deluge.
Why?
The use-case here is that we want local sense dialing where specific numbers are used both for outbound and inbound but local to the customer and we want to remind our customer that they have an appointment in 1 hour with us.
How?
The code is actually pretty straightforward but you will need to follow these steps to get the credentials:
Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng)
- Category: Zoho
- Hits: 21898
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.
Why?
Our use-case is that we have a field called "Customer's Time Zone" on the lead record in ZohoCRM. It should be auto-populated...
How?
As mentioned, we're going to use the address on the Lead record; use Zoho's GeoCode function to convert this into a latitude and longitude, then we're going to use a free TimeZone API (one that returns a timezone given a lat/lng). The added feature is that we are going to loop through picklist options (500 timezones) in CRM to select the most relevant one. If all this fails, then it defaults to a module called "States" which stores a default timezone and can be searched for with the "State" field on the Lead record.
Zoho Deluge: Calculate start and end of Daylight Savings Time
- Category: Zoho
- Hits: 18824
An article to document how I calculated the start and end dates of when Daylight Savings Time is in effect.
Why?
Admittedly, most of Zoho apps have this built-in but here's some snippets of code in case you need them.
How?
I will use this to amend and refine but here's the snippets for the various DSTs around the world.
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Joel Lipman
www.joellipman.com
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