Space » Connections » Create Connection » Zoho Ensure you enable/tick "ZohoCreator/creatorapi". Note the name that you call it (displayed in mixed case but will be used in its lowercase form) Method #1: Using UpdateRecords() function with Connection...
When an invoice is created, not by clicking on the "convert sales order to invoice" button, I needed a way to programmatically link the sales order to the invoice. Why? The documentation around the API does not detail how to do this. I also couldn't...
do it this way apparently. So setup a Zoho Oauth connector (see the end of this article if you don't know how), I'm going to call mine myZohoConnector, with the scope: ZohoCRM.settings.fields.READ Then check your URL is correct. The format for API v2...
however for now, check the logic of this as this is known to work on the CRM record: // assuming I have a creator form called "myForm" // that the ID of the record is the value of the variable "myRecordID" // that a subform exists in the form called...
Click on Get Started / Add New Connection Click on the "Zoho OAuth" icon Enter a Connection name (for this example I will call it "CRM API v2") Select the appropriate scope(s): ZohoCRM.coql.READ Required! ZohoCRM.modules.{module_name}.{operation_type}...
parameter value, select the form which is the singular of the records that you are sending (in my example here I have a form called "Partners Quote". Within your function you can use the following as a reference. In theory, you could loop through each...
in your line items, alongside the product name, list price, quantity, tax, etc. In the example below, we have added a column called "Group Name" in the CRM Quote module as per the following screenshot: How? Again at the time of this article, this is...
end, I have thought of an alternative that I now use frequently in client systems. How? The gist is that we add a checkbox called "Processed" which will have a datatype Boolean. Our function will then loop through each record and do what it has to do....
v_AddressIndex = v_AddressIndex + 1; } // check that there was something to actually update rather than wasting an API call if(m_ShippingAddress.size() > 0) { // endpoint TLD is EU for Europe DC and COM for US DC v_Endpoint =...
up with. It loops through a maximum of 2500 products sorted in order of ID ascending (starting with ID=0) retrieving 250 per call and using since_id to not list the same one twice. It then outputs a JSON list as a response and the total record count:...
token function (one that regenerates an access token or reuses if not expired). Thereafter, I use the GetMyeBaySelling API Call with specific criteria to only return the active listings as well as specific fields so my function doesn't get overwhelmed...
it down for security: Login to ZohoCRM > Setup > Developer Space > Connections > Zoho OAuth Give your connection a name, I'm calling mine "Joels Connector" Select the Scopes: ZohoWriter.documentEditor.ALL and ZohoWriter.Merge.ALL For good measure, I'm...
We want to tell our customer they have an appointment at 4pm their time in Luxembourg; tell the agent/salesperson to call the customer at 7am in Los Angeles; and tell headquarters or the system calendar that the appointment is at 10am. How? So adding a...
in existence, only the ones I know will happen. Here's the Zoho Deluge code I use (note that I've put this in a namespace called "DataCleansing", but you can call it whatever you like): string DataCleansing.fn_DecodeHtmlEntities( string p_StringToDecode...
in Shopify using the new process. Preparation: You don't have to do this, but I store all the keys in a Zoho Creator form (I call mine "API Integration") ready with the following fields: Connection Name (Single Line) Dev ID (Single Line) Client ID...
a form and publish it in Zoho Creator Create an app by clicking on Create App then go into the app and Create a form, I'm calling mine Inventory Photo Add 3 fields to this form Zoho Inventory ID which is a single-line/text field Creator File which is a...
returned, it attached the signed document to the Deal record. How? The following is the process from registering the app to call on the full API (grant code > refresh token > access token) and then the code to attach the document to the CRM record. STEP...
query this via API and the "Associate" table or whatever it is, was not visible in API... How? So we created a custom module called "Candidates x JobOpenings" (with alternative API name as "CustomModule6"). Just to add to the complexity of the task, the...
} updatedAt } cursor } pageInfo { hasNextPage } } } The Deluge Code So this is a Zoho Creator function that I'm going to call API.fn_ShopifyQuery_UpdateAllProducts() and it will be added to a nightly schedule. It's aim is to recover all the modified...
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