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21. Zoho CRM: Schedule a Meeting using Deluge: / Zoho /; ... (in this example, a lead record but can be almost any kind of record) m_ScheduleMeeting.put("What_Id",98765432109876543); // // the subject m_ScheduleMeeting.put("Event_Title","TEST Consultation: Call ...; Created on 02 March 2022
22. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL): / Zoho /; ... AuthToken (Multi Line) AuthToken Expiry (Date-Time) You should end up with something like this screenshot: * Some of these fields are unnecessary for this example but are used to accommodate ...; Created on 14 February 2022
23. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... I'm using it so I'm documenting it. For this example, we're going to use my use-case scenario mentioned earlier: first-line agents can't select a specific option in the Lead Status picklist: Login ...; Created on 11 February 2022
24. ZohoCRM: Template: not being able to edit a text box: / Zoho /; ... don't have this see alternative steps below on "Inspect page Elements in Chrome"). In the Developer Tools Inspection Window for Elements, make the changes to your box using your HTML knowledge (in my example, ...; Created on 25 January 2022
25. Zoho Analytics: Setup DataSource via FTP Connection: / Zoho /; ... data per column (in this example, I highlight the Date column, it then prompted me what format this is in, eg. dd/MM/yyyy): You will then be shown a summary of your import: You can then ...; Created on 12 January 2022
26. ZohoCRM & Xero Real-Time Invoices: Receive Webhook: / Zoho /; ... you will need to consider using a third-party server (my example here is a LAMP server): Complete webhook setup by passing 'Intent to receive' required stage. Xero will test both a valid and invali ...; Created on 10 January 2022
27. Zoho Creator/Deluge: Calculating with Timezone Offset: / Zoho /; ... the appointment example mentioned above for a customer in UTC+1 @ 4pm their time. The server is on Eastern time UTC-5 and the agent is in Los Angeles UTC-8. For this first example, we're not bother wit ...; Created on 07 December 2021
28. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attach: / Zoho /; ... and attach the file. First Create a CRM connection I'm going to create a Zoho OAuth connection with open scopes just to get a working example; I can then reduce the scopes permissions afterwards ...; Created on 21 October 2021
29. Zoho Creator: Public URL of an Image field / Upload to Shopify API: / Zoho /; ... + v_ListingPublishKey + "/" + v_Filename; URL Syntax #4 The following won't work for the example below as it doesn't have the publish/public key, but it can be used internally: // DOESN'T WORK ...; Created on 17 October 2021
30. Zoho Creator / eBay: Get all Active Products: / Zoho /; ... a list of all the listed active products in a fixed price item listing. The example below is a function which, if given the page number and the number of entries per page, returns these in JSON as a Zoho ...; Created on 13 October 2021
31. Zoho Creator / Shopify: Get all Active Products: / Zoho /; ... your shopify details v_ClientID = ""; v_ClientSecret = ""; v_ShopID = "example.myshopify.com"; v_ShopifyURL = "https://" + v_ClientID + ":" + v_ClientSecret + "@" + v_ShopID; v_ShopifyApiVersion ...; Created on 12 October 2021
32. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.: / Zoho /; ... US DC v_Endpoint = "https://books.zoho.eu/api/v3/salesorders/"+v_SalesOrderID+"/address/shipping?organization_id=" + v_BooksOrgID; // saw this in the documentation example so will hopefully do what ...; Created on 22 September 2021
33. Zoho Creator: Prevent Endless Loops On User Input of a Field: / Zoho /; ... and pasted for each field, especially if they're doing the same thing for example displaying a preview in a notes field. We would rather only have to update the code for 1 workflow rather than 20 workflows ...; Created on 19 September 2021
34. Zoho Deluge: Push a value to a datetime field in CRM: / Zoho /; ... some formatting examples: Creator to CRM: v_CreatorTime = zoho.currenttime.toTime(); v_CrmTime = v_CreatorTime.toString("yyyy-MM-dd'T'HH:mm:ss") + v_CreatorTime.toString("Z").subString(0,3) + ":" ...; Created on 10 September 2021
35. ZohoCRM: Deluge: Map a custom field from user profile: / Zoho /; ... and updates the Opportunity/Deal/Potential record. In this example, the custom field is called "Division": // // init v_DealID = ifnull(p_DealID,0); r_DealDetails = zoho.crm.getRecordById("Deals",v_DealID); // // ...; Created on 01 September 2021
36. Zoho Deluge: Handle Commas between Quotes in a CSV (and New Lines): / Zoho /; ... might want to consider that not all new lines/line breaks/carriage returns are at the end of a line.... for example, maybe your CSV contains multi-line fields; eg. where address street is on a different ...; Created on 26 August 2021
37. ZohoCRM: Process all records of a module: / Zoho /; ... Additional Notes As a preliminary measure, I deactivate any workflows in CRM that this process would affect. In the example above, all workflows relating to the Contacts and Leads module. Lastly, ...; Created on 24 August 2021
38. Zoho CRM & Zoho Books: Custom Related Lists Deluge: / Zoho /; ... The example below is that we are going to search for some records in Zoho Creator and display these in either Zoho Books or Zoho CRM. For demonstration purposes, these have been simplified and will ...; Created on 30 July 2021
39. ZohoCRM: zoho.crm.searchRecords only returns certain records: / Zoho /; ... an example showing how you can get all results irrespective of whether they are converted or approved: response = zoho.crm.searchRecords("Quotes", "(Ref:equals:QU-00001)",1,200,); Done. Ta daa! ...; Created on 29 July 2021
40. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirects: / Zoho /; ... Add your deluge code that should: Validate the fields (checks mandatory fields have been entered) for example: // // check mandatory fields have been entered l_Errors = List(); if(isnull(input.Record_Name)) { l_Errors.add("- ...; Created on 27 July 2021