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Assuming info is required, the following 132 results were found.

  1. Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

    m_Blank); v_BooksItemRate = ifnull(m_BooksItem.get("rate"),0.00); v_ThisQuantity = ifnull(m_LineItem.get("quantity"),1); info "Line Item Rate: " + v_BooksItemRate; info "Line Item Quantity: " + v_ThisQuantity; // if(m_LineItem.get("pricebook_id") !=...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  2. Zoho Survey: Zoho CRM Webhookhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-survey-zoho-crm-webhook.html

    Lipman) - Clients wants a public URL for Survey: Need this webhook to create contact/account on-the-fly if needed. More Information: Within Zoho Surveys, configure the webhook to return the Response ID, Email, and Survey ID: 1. Login to Zoho Surveys 2....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  3. Zoho Deluge - Get Refresh/Access Token API v2https://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-refresh-access-token.html

    + v_Access); l_Params.add("prompt=" + v_Prompt); v_Url = v_EndPoint + "?" + l_Params.toString("&"); info v_Url; openUrl( v_Url , "new window"); This will open a page for you with a Zoho Consent form where you confirm whether your app is allowed to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  4. Zoho Deluge - Counting in a Map dataTypehttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-counting-in-a-map.html

    } else { v_PreviousValue = m_ProductCount.get(v_SKU); m_ProductCount.put(v_SKU,v_PreviousValue + 1); } } info m_ProductCount Yields: { "TEST001": 6, "TEST002": 1 } Counting total products per account: // // count total products per account m_Accounts =...

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

    I haven't done any benchmark tests on this to compare but looking at different ways to exclude elements from a list: info l_FieldApiNames; l_FieldApiNames = {"a","b","c","d","e"}; l_ExcludeFields = {"b","d"}; for each v_FieldName in l_ExcludeFields {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  6. Zoho Projects: Add a Time Log to an Issue using Delugehttps://joellipman.com/articles/crm/zoho/zoho-projects/zoho-projects-add-a-time-log-to-an-issue-using-deluge.html

    r_CreateTimeLog = invokeurl [ url :v_Url type :POST parameters:m_CreateTimeLog connection:"joels_connector" ]; info r_CreateTimeLog; Example #2: Pushing a time log defaulting to the current time as start time: // // init (from dropdowns you have made...

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

    to ZohoBooks r_CreateSO = zoho.books.createRecord("salesorders",v_BooksOrgID,m_BooksCreateSO,"ab_books"); // output response info r_CreateSO; // read response if(!isnull(r_CreateSO.get("salesorder"))) { v_SalesOrderID =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  8. Zoho CRM: Upload a Product Photo using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-upload-a-product-photo-using-deluge.html

    + v_CreatorPhotoUrl; r_CreatorPhoto = invokeUrl [ url: v_Endpoint1 type: GET connection: "joels_creator" ]; info r_CreatorPhoto; // // set the param name to file (this is important) r_CreatorPhoto.setParamName("file"); // // upload the photo to CRM (and...

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

    Fetches current listings / active products Date Created: 2021-10-13 (Joellipman.com - Joel Lipman) - Initial release More Info: - API Explorer Test Tool:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  10. Zoho Deluge: Generate List of TimeZoneshttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-generate-list-of-timezones.html

    // replace any commas in the value (for list conversion later on) v_TimeZone = v_TimeZone.replaceAll(","," ", true); info v_TimeZone; l_TimeZones.add(v_TimeZone); } //info l_TimeZones; Yields something like: (GMT-10:00) Hawaii Time (GMT-8:00) Alaska...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  11. 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

    r_Templates = invokeUrl [ url: "https://zohoapis.com/writer/api/v1/templates" type: GET connection: "joels_connector" ]; info r_Templates; // // yields something like: /* { "total_count": 5, "templates": [ { "created_time": "2019-08-28T16:30:33Z",...

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

    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 11:12:34'; // //...

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

    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 Deluge: a HTML Entity Decoderhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-a-html-entity-decoder.html

    } Usage: v_TestString = "Father & Sons"; v_DecodedString = thisapp.DataCleansing.fn_DecodeHtmlEntities(v_TestString); info v_DecodedString; // yields: Father & Sons A more comprehensive list v_HtmlEntityNames =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  15. Zoho CRM: Schedule a Meeting using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-meeting-using-deluge.html

    an article on creating a Meeting or an Event using Zoho Deluge. Why? Because at time of print, I couldn't find that much information on how to build up a JSON request to create a meeting (previously known as Event) in Zoho CRM. Here's a quick snippet of...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  16. 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

    r_UpdateInvoice = zoho.books.updateRecord("invoices",v_BooksOrgID,v_InvoiceID,m_UpdateInvoice,"zbooks"); info r_UpdateInvoice; } } // // send ourselves an email as evidence that the workflow was triggered and ran this function sendmail [ from...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  17. 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

    //r_File.setParamName("file"); r_File.setFileName(v_DocumentName); r_Attach = zoho.crm.attachFile("Deals",v_DealID,r_File); info r_Attach; // // to send this as an email as well sendmail [ from :zoho.adminuserid to :"info@joellipman.com" subject...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Sign
    • Language: *
  18. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Accounthttps://joellipman.com/articles/crm/zoho/zoho-recruit/zoho-recruit-rollup-number-of-recruit-candidates-to-crm-account.html

    time but here's the code I used: r_CandidateDetails = zoho.recruit.getRecordById("Candidates",p_CandidateID,"zrecruit"); //info r_CandidateDetails; if(!isNull(r_CandidateDetails.get("Which School do you go to?"))) { v_SchoolName =...

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

    inventory tracking m_CreateBooksItem.put("item_type","inventory"); // // other less important values to include re purchase information m_CreateBooksItem.put("product_type","goods"); m_CreateBooksItem.put("reorder_level",0);...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  20. Zoho Books: Get Invoice Payment Terms via APIhttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-books-get-invoice-payment-terms-via-api.html

    :"https://www.zohoapis.com/books/v3/settings/paymentterms?organization_id=" + v_BooksOrgID type :GET connection:"zbooks" ]; info r_PaymentTerms; } Deprecated pre domain change: void fn_ReturnCurrentPaymentTerms() { v_BooksOrgID = "12345678901";...

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