... the modified records of a day and ensure that the data in Zoho is the same as on the Shopify website. Included in this is the feature to export all the data as a CSV and to email it to myself:
void ...
... Another single line text field
Candidate x JobOpening Name: Mandatory name field that we will use so as to create unique records
The connection
Within any syntax editor of ZohoRecruit (where you ...
...
Our use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective records in CRM. This took me a while as our own documentation ...
... fetch all payments against this customer in order of payment reference (oldest to most recent)
r_SearchResults = zoho.books.getRecords("customerpayments",v_BooksOrgID,m_SearchCriteria,"zbooks");
if(!isnull(r_SearchResults.get("customerpayments")))
{
l_SearchResults ...
... check the form was ticked and there is a package ID specified
if(input.Mark_as_Complete && input.Zoho_Package_ID != "")
{
v_PackageID = input.Zoho_Package_ID;
r_PackageSlip = zoho.inventory.getRecordsByID("packages",v_BooksOrgID.toString(),v_PackageID,"ab_inventory");
if(r_PackageSlip.get("package") ...
... + input.Creator_File;
//
// add it to the public URL field
input.Public_URL = v_PublicUrl;
}
Create a workflow to tidy up the records daily in Zoho Creator
Go to Workflow > Schedules > New ...
... *******************************************************************************
// Generate your access token to connect to Xero and query Xero records
// See my article: https://www.joellipman.com/articles/crm/zoho/zoho-deluge-sync-to-xero-api.html
//
v_TenantID ...
... if not found, let's see if state is specified
else if(!isnull(r_LeadDetails.get("State")))
{
// find a module record matching the State
l_SearchResults = zoho.crm.searchRecords("States","Name:equals:" ...
... 32;
//
// set to the Account record of our organization
v_OrgAccountRecord = 123456789012345678;
//
// loop through all users
r_Users = zoho.crm.getRecords("users");
if(!isnull(r_Users.get("users")))
{
for ...
What?
This is an article to document how to schedule a call with a reminder in Zoho CRM using Zoho Deluge.
Why?
Because I find a need to document anything that takes longer than 30 minutes to ...
... if I encounter any. This is simply how I fixed this error on this occasion.
Consider the following code which loops through some Creator records, then loops through one of the subforms in each record:
// ...
What?
This article demonstrates how to return a list of unique values in a particular field in a CRM module.
Why?
My use-case is a data-migration where the records exist in a staging module in ...
... to assign the sales person.
How?
So after an hour or so trying to get the Zoho.books.getRecords() function to filter the sales persons, I gave up and used a for each loop instead.
In the next ...
...
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 ...
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