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  1. Zoho Deluge - Update Creator from CRMhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-update-creator-from-crm.html

    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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  2. Zoho Deluge: Associate/Link an Invoice to a Sales Orderhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-associate-link-an-invoice-to-a-sales-order.html

    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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  3. Zoho Deluge: Duplicate/Clone a Recordhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-duplicate-clone-a-record.html

    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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  4. Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

    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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  5. Zoho Deluge: Search Records with Special Characters (COQL)https://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-search-records-with-special-characters-coql.html

    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}...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  6. Zoho Creator: Button on Report for Merging Multiple Selected Recordshttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

    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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  7. 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

    Webservice_rest->call_method('create_entry') #3 /home/thirdpartyapiorg/public_html/thirdpartyapi_controlpanel/user/addons/thirdpartyapi_webservice/Core/Hook/SessionsStart.php(106): Webservice_rest->__construct() #4...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  8. Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-update-a-custom-field-in-line-items-product-details.html

    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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  9. ZohoCRM: Process all records of a modulehttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-process-all-records-of-a-module.html

    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....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.https://joellipman.com/articles/crm/zoho/zoho-books/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

    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 =...

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

    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:...

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

    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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  13. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

    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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. Zoho Creator/Deluge: Calculating with Timezone Offsethttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-deluge-calculating-with-timezone-offset.html

    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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  15. Zoho Deluge: a HTML Entity Decoderhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-a-html-entity-decoder.html

    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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  16. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

    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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  17. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://joellipman.com/articles/else/e-commerce/ebay/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

    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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Ebay
    • Language: *
  18. 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

    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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Sign
    • Language: *
  19. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://joellipman.com/articles/crm/zoho/zoho-recruit/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

    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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Recruit
    • Language: *
  20. Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

    } 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
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