Here are a few examples of how you can use the search feature:

Entering this and that into the search form will return results containing both "this" and "that".

Entering this not that into the search form will return results containing "this" and not "that".

Entering this or that into the search form will return results containing either "this" or "that".

Search results can also be filtered using a variety of criteria. Select one or more filters below to get started.

Assuming endpoint is required, the following 53 results were found.

  1. 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

    info r_Update; Update 2023 If the above doesn't work, consider making an API call to the following endpoint: m_Params = Map(); m_Params.put("invoice_ids", ); m_Params.put("organization_id", ); r_Associate = invokeUrl [ url:...

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

  2. 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

    type :GET ]; // // Important: use setParamName on the response r_FileDownload.setParamName("attachment"); // // evaluate endpoint of Books API v_AttachUrl = v_BooksAPIBase + "/salesorders/" + v_BooksSoID + "/attachment?organization_id=" + v_BooksOrgID;...

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

  3. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

    metadata in the linking module: // // used for checking api names and the linking module (not visible via the interface) v_Endpoint = "https://www.zohoapis.com/crm/v8/settings/fields?module=Quotes_X_Users"; r_MetaData = invokeurl [ url: v_Endpoint2...

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

  4. Zoho Creator: Receive JSON via a Shopify Webhookhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-receive-json-via-a-shopify-webhook.html

    cheat. How? 1,2,3 steps really. First we're going to set up a Creator form to receive the JSON. Secondly, we'll create the endpoint URL for the webhook. And thirdly, we'll create the Shopify webhook. One alternative that is proposed below is that we are...

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

  5. 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

    { for each r_Data in r_Associated.get("data") { if(!isnull(r_Data.get("id"))) { v_SearchEndpoint = "https://recruit.zoho.com/recruit/v2/Candidates_x_JobOpenings/search?criteria=(CustomModule6_Name:equals:" + v_CandidateZohoID + r_Data.get("id") + ")";...

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

  6. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-integrate-chatgpt-to-zohozia.html

    asc"; // // build up parameters m_Params = Map(); m_Params.put("select_query",v_CoqlQuery); // // invokeurl (note the Zoho endpoint here will depend on your datacenter; .com / .eu) r_Coql = invokeurl [ url :"https://www.zohoapis.eu/crm/v2/coql" type...

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

  7. Zoho Books: Generate Bank Text File for Downloadhttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-books-generate-bank-text-file-for-download.html

    details. You can skip this step if you're not bothered about storing this file on the system. Note that if you use the endpoint to delete the attachment from the bill, it is still stored in the documents directory of Zoho Books. Deleting the file from...

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

  8. Zoho Projects: Get All Eventshttps://joellipman.com/articles/crm/zoho/zoho-projects/zoho-projects-get-all-events.html

    page display events for this month from ZohoProjects. How? The bit that stumped me was making a call to the Events endpoint as it would just come back with a blank response... The reason it was blank was due to my parameters; the key item to remember is...

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

  9. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

    Now we need the webhook added to ZohoSign so that when a document is completed, it tells ZohoCRM. First, let's create an endpoint for the webhook in ZohoCRM: Login to ZohoCRM > Setup > Functions > and hover the mouse over the function you just created...

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

  10. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

    say almost impossible. To use other fields that could be sent via the URL as a verification to be checked at the webhook endpoint would be good as well; but I couldn't spend time finding fields that can be 'placeheld', other than what the interface...

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

  11. ZohoCRM & Xero: Function to pull most recent invoiceshttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-invoices.html

    API) v_TokenCrmID = 123456000000789012; r_TokenDetails = zoho.crm.getRecordById("Integrations",v_TokenCrmID); v_DataEndpoint = ifnull(r_TokenDetails.get("Data_Endpoint"),""); v_TenantID = ifnull(r_TokenDetails.get("Tenant_ID"),""); // // get access...

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

  12. ZohoCRM & Xero: Function to pull most recent quoteshttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-quotes.html

    m_Header.put("Xero-tenant-id",v_TenantID); // // get CRM invoice details v_TaxRateEndpoint = "https://api.xero.com/api.xro/2.0/TaxRates"; r_XeroResponse = invokeurl [ url :v_TaxRateEndpoint type :GET headers:m_Header ]; info r_XeroResponse; l_TaxRates =...

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

  13. Google Drive API v3 - OAuth2 using Service Account in PHP/JWThttps://joellipman.com/component/content/article/google-drive-oauth-using-service-account-in-php.html?catid=61&Itemid=165

    More API Scopes (eg. https://www.googleapis.com/auth/drive) Click Authorize $api['gdrive']['impersonator'] = ""; 3. Google Endpoints Only change these if you need a different scope or if the APIs get upgraded. $api['gapis']['oauth']['grant_type'] =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Google
    • Language: en-GB
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