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Assuming using is required, the following 332 results were found.

  1. Zoho CRM REST API: Stop Workflow from Triggeringhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-rest-api-stop-workflow-from-triggering.html

    This is an article to show you how to use triggers but also how to stop them. We only found this an issue when using REST API v2.1 but also to show you how to configure triggers when using createRecord or updateRecord. Why? We had a Creator app updating...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. Zoho CRM & Zoho Creator: Query returns some fields missing other data on the recordhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-crm-zoho-creator-query-returns-some-fields-missing-other-data-on-the-record.html

    myself can misread the documentation. This particular article shows you how to customize the search results or response from using zoho.creator.getRecordById(). Why? My use case scenario is that I was trying to build a related list in Zoho CRM with a...

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

    the Product IDs of all the active products in a client's Shopify. Why? The use-case was that I wanted to search Shopify using a Product SKU. Community forums could only suggest looping through all the products. I then felt that actually I just need the...

    • 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

    m_Params.toString() ]; v_Output = r_UploadPhoto; } return v_Output; } Sends something like the following request (sent using Zoho Deluge but the cURL breakdown as follows): curl -d '{"image":{"position":1,"attachment":"/9/R0lGODlhbgCMAPf............

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  5. Zoho CRM & Deluge: Adding 10 minutes to a CRM Date Time fieldhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-deluge-adding-10-minutes-to-a-crm-date-time-field.html

    timezone, add 10 minutes, re-assemble it in a format that CRM likes, and update the field: // // parse date into yyyy-MM-dd (using subString - reliable) v_LeadCreatedDate = r_LeadDetails.get("Created_Time").subString(0,4) + "-" +...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  6. Zoho Creator: Populate a Multi-Lookuphttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-populate-a-multi-lookup.html

    This is a very quick article with a code snippet on how I added to a multi-lookup field. Why? Using a multi-line or text is possibly a quicker solution and when using a desktop interface, you can parse the multi-line into a nice HTML table. But on a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  7. Zoho Deluge: Generate a loop or list of any sizehttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-generate-a-list-of-any-size.html

    dynamic as it is a schedule run daily checking the availability of a staff member for the upcoming week. How? As mentioned, using leftpad takes 2 parameters, the first is the string to start with, the second is the number of spaces to pad with. // //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  8. ZohoCRM: Import Attachmentshttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-import-attachments.html

    user who created the attachment. Created Time: This is the created time of your file in the format that your CRM system is using (eg. "dd/MM/yyyy HH:mm:ss") Modified Time: This is the modified time of your file in the format that your CRM system is...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  9. Zoho Creator: Disable/Hide the add and delete subform row buttonshttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

    A really quick article on how to hide these using CSS... at least until Zoho have this as a setting using the GUI. Why? Our use-case is that we have a subform which gets autopopulated with a list of services. The client does not want their operations...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  10. ZohoDeluge: Get All eBay Orders Given a From and Till Datehttps://joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-get-all-ebay-orders-given-a-from-and-till-date.html

    An article on how I can query all the orders for yesterday without using the eBay GUI Selling website. I've included the code to parse out the information as well. Why? Because I need this function too often either for debugging/monitoring purposes but...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  11. ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://joellipman.com/articles/crm/zoho/zoho-inventory/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

    for the various clients that request an eBay integration. This is a comprehensive snippet which does the whole lot. How? Using the method of "mega-functions", here is the code snippet for one function which will accept as parameter the eBay order...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  12. Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSONhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-error-code-2945-extra_key_found_in_json.html

    "description": "EXTRA_KEY_FOUND_IN_JSON" } How? So the quick answer is to build a nested map in your request instead of using the Creator/JavaScript period/dot character... Some might suggest it's an authorization error but if you do a getRecordById and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  13. Zoho Books: System Values Mapshttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-books-system-values-maps.html

    A collection of code snippets I seem to be regularly using to generate a dynamic map of system values held in a ZohoBooks instance. Why? Rather than hard-coding and having a ton of if..then statements, I can feed these maps a textual value and it...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  14. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

    This is an article to show you how to, using Deluge code, generate all the email signatures in the user profile in ZohoCRM. Why? To simplify the on-boarding process. A client of ours has a rather rich HTML email signature with a profile photo included....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  15. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://joellipman.com/component/content/article/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html?catid=129&Itemid=165

    the attachment to Zoho Analytics. Why? First of all, we couldn't find how to sync attachments from ZohoDesk to ZohoAnalytics using the integration. Other tables will sync but we couldn't find attachments, so our solution here is to create a data table...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Desk
    • Language: *
  16. Zoho Books: Error 7008: There are no contact persons associated with this Invoicehttps://joellipman.com/articles/crm/zoho/zoho-books/zohobooks-error-7008-there-are-no-contact-persons-associated-with-this-invoice.html

    A quick article on how to get around this error. Why? The use-case here is that I am using the send invoice API and I kept getting this error despite including the customer_id and there was a primary contact on the customer record. This is from within...

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

    to my previous linked article but the revised instructions here should also help. Then lastly, I'll post the snippet of code using in the widget to connect to Zoho based on a parameter passed in the URL that a Zoho Creator Page can receive and pass to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  18. Zoho Creator: Render to PDF with margins and page numbershttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

    need to merge cells). But here we're simply going to use ZohoCreator and its PDF rendering options. What's wrong with just using CSS? It looks beautiful on ZohoCreator pages but then you hit the PDF button and it pretty much vomits your output back to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  19. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

    an email and notification to sales person everyday for 3 days then escalate to a specified user". Why? Sorry Zoho! I tried using the interface to set up a workflow or any other mechanisms within ZohoCRM that allowed me to set up a daily reminder to the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  20. 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

    A quick article on how to get the pricebook entry using Zoho Deluge for a specific product in your ZohoBooks or ZohoInventory instance. Why? This took me the best part of an hour to determine by going through forum posts from 7 years to 2 years ago. The...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
Results 121 - 140 of 332