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  1. Zoho Creator: info/alert/modal/popup notification for any userhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-info-alert-modal-popup-notification-for-any-user.html

    a popup using the built-in popup of Zoho creator and gives you the freedom to style the notification as any modal would. 1. Create a page This will be the page containing the styled modal. I'm going to call it "Notify". Add the 2 parameters...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  2. Zoho Deluge: Post a multi-dimensional or nested array to a 3rd-party APIhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-post-a-multi-dimensional-or-nested-array-to-a-3rd-party-api.html

    What I need to send to the 3rd-party API: { "auth": { "secret": "can_you_keep_a_secret", "key": "aaabbbbccccddddeeeeffff11112222" }, "data": { "member_id": "123456", "channel_name": "shopify", "item_name": "Joel's Awesome Life", "item_price":...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  3. Zoho Deluge: Generate and Send a CSV via Emailhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-generate-and-send-a-csv-via-email.html

    = List(); v_ThisEventTime = zoho.currenttime; // // loop through dataset for each r_Event in zoho.crm.getRecords("Events", 1, 200, "Year_Month:equals:2021-06") { v_ThisEventTime = r_Event.get("Event_Time"); v_ThisEventNote =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  4. Zoho Projects: Deluge to Submit Custom Fieldshttps://joellipman.com/articles/crm/zoho/zoho-projects/zoho-projects-deluge-to-submit-custom-fields.html

    I've put m_Params into separate lines for display purposes but actually it should be all on one line: m_Custom = {"UDF_CHAR8":12345678901234567,"UDF_CHAR7":"Joel Lipman"}; m_Params = { "name": "My Happy Project", "flag": "internal", "milestone_id":...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Projects
    • Language: *
  5. Zoho Creator: Add a subform while creating a recordhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-add-a-subform-while-creating-a-record.html

    variables //... this is a demo so... do your own... // // get source data r_QuoteDetails = zoho.crm.getRecordById("Quotes", 123456789012345678); // // transform variables for main record v_QuoteName = ifnull(r_QuoteDetails.get("Name"),"Test Quote");...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  6. Zoho Creator: Receive JSON via a Shopify Webhookhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-receive-json-via-a-shopify-webhook.html

    webhook that whenever an order is made in Shopify, it tells our Zoho Creator app. Note that at the time of this article, API v1 is deprecated (so no authtokens) and API OAuth2.0 is in full swing... we're still going to cheat. How? 1,2,3 steps really....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  7. Zoho Creator: Receive eBay Order Notifications via Webhookhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-receive-ebay-order-notifications-via-webhook.html

    Purpose: Retrieves the requesting application's notification preferences Date Created: 2021-09-20 (Joellipman.com - Joel Lipman) - Initial release More Info: - API Explorer Test Tool:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  8. Zoho Creator / Shopify: Get all Active Productshttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-shopify-get-all-active-products.html

    v_ShopifyURL = "https://" + v_ClientID + ":" + v_ClientSecret + "@" + v_ShopID; v_ShopifyApiVersion = "2020-01"; // // loop through 2500 records v_LastID = 0; l_ProductIDs = List(); l_Pages = {1,2,3,4,5,6,7,8,9,10}; for each v_Page in l_Pages {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  9. Zoho Creator/Deluge: UnPredictable exception, Invalid statement foundhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-deluge-unpredictable-exception,-invalid-statement-found.html

    what to look for. Why? I was writing a function with perhaps too many for each loops within a for loop. How? The following is 1 fix for the error: Execution Failed UnPredictable exception, Invalid statement found Line:(20) I cannot guarantee that this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  10. Zoho CRM: Schedule a Call using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-call-with-deluge.html

    So here's a working snippet of code: // test to get the JSON response format r_CallDetails = zoho.crm.getRecordById("Calls",123456789012345678); info r_CallDetails; // // system/application is set to EST (America/New_York) v_SystemCallTime = '2021-11-19...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  11. Zoho CRM: Schedule a Task: Timesheet Reminderhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-task-timesheet-reminder.html

    every Friday at 08:00 in the morning and will create a task if time logged is too low and will remind via Popup at about 4pm (16:00). You will need a connector (I've called mine joel_timesheet) and I've given it the following scopes: ZohoCRM.modules.ALL...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  12. Zoho Analytics: Setup DataSource via FTP Connectionhttps://joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-setup-datasource-via-ftp-connection.html

    in the top right: Type FTP in the filter field in the top right and there should be a single FTP option displayed to you: Step 1 of 2: Give the datasource the table name it will have in Zoho Analytics, a description and then enter in the FTP details as...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  13. Zoho Creator: eBay: Get Item Transactionhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-ebay-get-item-transaction.html

    Input: int p_ItemID (eBay Item ID) Purpose: Fetches a line item transaction per item ID Date Created: 2022-01-22 (Joellipman - Joel Lipman) - Initial release More Info: - API Explorer Test Tool:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  14. Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

    m_SortCriteria.put("sort_order","desc"); l_Attachments = zoho.crm.getRelatedRecords("Attachments","Contacts",v_CrmContactID,1,200,m_SortCriteria); for each r_Attachment in l_Attachments { if(r_Attachment.get("id") != null) { v_AttachmentEndpoint =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  15. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://joellipman.com/component/content/article/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html?catid=138&Itemid=165

    on the full API (grant code > refresh token > access token) and then the code to attach the document to the CRM record. STEP 1: REGISTER A NEW CLIENT First, you need to register your application with Zoho’s developer console to get your Client ID and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Sign
    • Language: *
  16. Zoho Deluge: Generate a loop or list of any sizehttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-generate-a-list-of-any-size.html

    string to start with, the second is the number of spaces to pad with. // // set number of times to iterate through loop (plus 1) v_CheckDaysAhead = 7; // // create a string with this many spaces using leftpad v_GeneratedList = leftpad(" ",...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  17. ZohoDeluge: Get All eBay Orders Given a From and Till Datehttps://joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-get-all-ebay-orders-given-a-from-and-till-date.html

    v_timeFrom = zoho.currenttime.subDay(0).toString("yyyy-MM-dd'T'00:00:00.000'Z'"); v_timeTill = zoho.currenttime.addDay(1).toString("yyyy-MM-dd'T'00:00:00.000'Z'"); // // get access token (you will need your own function here as documented in my article...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  18. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-integrate-chatgpt-to-zohozia.html

    // // https://platform.openai.com/docs/api-reference/chat/create m_Params.put("temperature",0.8); m_Params.put("n",1); m_Params.put("max_tokens",256); m_Params.put("presence_penalty",0); m_Params.put("frequency_penalty",0); // // send request to chatgpt...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  19. ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://joellipman.com/articles/crm/zoho/zoho-inventory/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

    order/package slip/invoice (if not exist) Date Created: 2022-05-05 (Joel Lipman) - Initial release Date Modified: 2023-01-23 (Joel Lipman) - Revamp of code - Only generate invoice if payment received - Distinguish whether composite based on ebay item...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  20. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://joellipman.com/articles/crm/zoho/zoho-books/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

    on the CRM record 'pulls through'. Sending the address in the same request however gives me the following error: { "code": 15, "message": "Please ensure that the billing_address has less than 100 characters." } How? So the quick answer is 2 separate API...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
Results 241 - 260 of 337