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Assuming connection is required, the following 113 results were found.

  1. Zoho CRM & Zoho Books: Get SalesPersonshttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-crm-zoho-books-get-salespersons.html

    break; } } m_CreateSO.put("salesperson_id",v_SalesPersonID); } Additional Note(s): Scope(s) required: for the connection I think it was ZohoBooks.settings.READ for the sales persons and then ZohoCRM.modules.all for the CRM sales orders.

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  2. Zoho CRM: Standard Setup for Tax Rateshttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-standard-tax-rate-setup.html

    this product.". For CRM REST API: r_TaxRates = invokeUrl [ url: "https://www.zohoapis.com/crm/v6/org/taxes" type: GET connection: "zcrm" ]; info r_TaxRates; // list tax rates l_Taxes = ifnull(r_TaxRates.get("org_taxes").get("taxes"),List()); Source(s):...

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

    */ v_Page = ifnull(p_Page,1); v_PerPage = ifnull(p_PerPage,200); m_Output = Map(); r_Api = API_Integration[Connection_Name == "eBay API (Production)"]; if(r_Api.count() > 0) { v_AccessToken = thisapp.API.fn_eBayConnect_AccessToken(); v_TradingAPIVersion...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  4. Zoho Creator: Public URL of an Image field / Upload to Shopify APIhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-public-url-of-an-image-field-upload-to-shopify-api.html

    = Map(); m_CreateRecord.put("product",m_Product); // // send request to Shopify API r_ShopifyConfig = API_Integration[Connection_Name == "Shopify API"]; if(r_ShopifyConfig.count() > 0) { v_ShopifyAPIVersion = r_ShopifyConfig.API_Version.toString();...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  5. Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng)https://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-deluge-get-timezone-based-on-geocoded-address-lat-lng.html

    = "https://www.zohoapis.com/crm/v2/settings/fields?module=Leads"; r_Response = invokeurl [ url :v_Endpoint type :GET connection:"joels_connector" ]; if(!isnull(r_Response.get("fields"))) { // loop through every field to find the customer's timezone one...

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

    */ v_Found = 0; v_Updated = 0; v_Page = 1; v_PerPage = 10; m_Output = Map(); r_Api = API_Integration[Connection_Name == "eBay API (Production)"]; if(r_Api.count() > 0) { v_AccessToken = thisapp.API.fn_eBayConnect_AccessToken(); v_TradingAPIVersion =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  7. Zoho CRM: searchRecords with sorted resultshttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-searchrecords-with-sorted-results.html

    r_CoqlSortedProducts = invokeUrl [ url :"https://www.zohoapis.eu/crm/v7/coql" type :POST parameters:m_Params.toString() connection:"zcrm" ]; l_SortedProducts = ifnull(r_CoqlSortedProducts.get("data"), List()); Source(s): Joel Lipman - ZohoCRM: Process...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  8. 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

    + v_CrmContactID + "/Attachments/" + r_Attachment.get("id"); r_Download = invokeurl [ url :v_AttachmentEndpoint type :GET connection:"ab_crm" ]; r_Download.setParamName("file"); r_CheckIfDocumentAlreadyExists = Document[Parent_Record ==...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  9. Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

    (see sources below). Here's the code for our function; note it is within ZohoBooks and not ZohoInventory (moved) and the connection "zbooks" has a fullaccess scope: // // initialize v_PaymentMode = ""; v_PaymentDate = null; v_Last4Digits = "";...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  10. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

    + "/actions/print_preview?record_id=" + p_QuoteID + "&print_type=pdf"; f_FileRequest = invokeurl [ url :v_Url type :GET connection:"zcrm" ]; f_FileRequest.setParamName("file"); f_FileRequest.setFileName(r_QuoteDetails.get("Subject") + ".pdf"); // // get...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  11. ZohoCRM: Get All eBay Active Listingshttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-get-all-ebay-active-listings.html

    Zoho app? Because we like to challenge ourselves... Once again, I'm not going into how to generate an access token / connection from Zoho to eBay, that is documented in my article: Zoho Creator: Push to eBay Listings The megafunction So I'm going to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  12. ZohoBooks: Stripe Terminal Integrationhttps://joellipman.com/articles/crm/zoho/zoho-books/zohobooks-stripe-terminal-integration.html

    = invokeurl [ url :"https://www.zohoapis.com/books/v3/chartofaccounts?organization_id=" + v_BooksOrgID type :GET connection:"zbooks" ]; if(r_ChartOfAccounts.get("chartofaccounts") != null) { for each m_NomAccount in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  13. ZohoDeluge: Check Shipment Status via DHL APIhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-check-shipment-status-via-dhl-api.html

    "/status/delivered?organization_id=" + v_BooksOrgID; r_ZohoShipmentUpdate = invokeurl [ url :v_EndpointUpdate type :POST connection:"ab_inventory" ]; info "Message: " + r_ZohoShipmentUpdate.get("message"); } } } } } } } } Caveat(s): Limited to 250...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  14. Zoho Inventory: Enable Tracking using the APIhttps://joellipman.com/articles/crm/zoho/zoho-inventory/zoho-inventory-enable-tracking-using-the-api.html

    = invokeurl [ url :"https://books.zoho.eu/api/v3/chartofaccounts?organization_id=" + v_BooksOrgID type :GET connection:"zinventory" ]; m_Accounts = Map(); if(!isnull(r_ChartOfAccounts.get("chartofaccounts"))) { for each r_Account in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  15. Zoho Creator: Get Images in Report to be Exported to PDFhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

    cause this to partially fail try { v_CountNew = v_CountNew + 1; f_DownloadFile = invokeurl [ url :v_ImageSrc type :GET connection:"zdesk" ]; f_DownloadFile.setParamName("file"); // // add into subform (actual form "Document"). Uses row.ID as the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  16. ZohoCreator: Basic Widget with Zoho Datahttps://joellipman.com/articles/crm/zoho/zoho-creator/zohocreator-basic-widget-with-zoho-data.html

    bother. You're probably on an external server. Create your own web app on another server and setup a server to server API connection to your Zoho Creator instance. Source(s): Zoho Creator: Create your first widget Zoho Community: Zoho Creator: Get a URL...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  17. ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

    = v_QuoteID; o_Params.auth_type = "apikey"; o_Params.zapikey = "1003."; var r_QuotedRecord = ZDK.Apps.CRM.Connections.invoke("j_crm", "https://www.zohoapis.com/crm/v7/functions/fn_quotes_getquoteditems/actions/execute", "GET", 1, o_Params, o_Headers);...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

    ""; r_RecordDetails = invokeurl [ url :"https://www.zohoapis.com/crm/v8/Deals/" + p_DealID + "?fields=Pipeline" type :GET connection:"zcrm" ]; l_DealData = ifnull(r_RecordDetails.get("data"),List()); for each m_DealData in l_DealData {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  19. Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

    from Zoho CRM) Outputs: - Date Created: 2025-08-15 (Ascent Business - Joel Lipman) - Initial release - Testing auth and connection Date Modified: 2025-08-15 (Ascent Business - Joel Lipman) - Separated function from button so that is can be used by...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  20. Could not instantiate mail functionhttps://joellipman.com/articles/cms/joomla/could-not-instantiate-mail-function.html

    to the administrator of this site. Check you can send email from that server ERROR: Message not sent. Server replied: Connection refused 111 Can't open SMTP stream. One common problem people have is an incorrectly setup mail system. Here is a list of...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
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