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Assuming created is required, the following 131 results were found.

  1. Zoho CRM: Schedule a Task: Timesheet Reminderhttps://joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-task-timesheet-reminder.html

    // // build up COQL Query v_CoqlQuery = "select Start_DateTime, End_DateTime from Events where Created_By='" + v_UserID + "' and ("; v_CoqlQuery = v_CoqlQuery + "Start_DateTime>='" + v_FirstDateOfWeek + "T00:00:00+00:00' and "; v_CoqlQuery = v_CoqlQuery...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://joellipman.com/articles/crm/zoho/zohocrm-xero-real-time-invoices-receive-webhook.html

    return return {"crmAPIResponse":m_Response}; Save this and return to the list of functions Hover over the function you just created, click on the 3 dots/ellipsis and select "REST API" Switch on the API Key and copy the URL to clipboard or a text editor...

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

    Input: int p_ItemID (eBay Item ID) Purpose: 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
    • Language: *
  4. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://joellipman.com/articles/crm/zoho/zoho-crm-using-a-function-for-validation-rules.html

    Trigger: Function executed when a record is changed Inputs: String crmAPIRequest Outputs: output message to user Date Created: 2022-02-11 (JoelLipman.com - Joel Lipman) - Initial release - Checks the user profile of the logged-in user and allows the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho Creator: Radio group into Calendar Carouselhttps://joellipman.com/articles/crm/zoho/zoho-creator-radio-group-into-calendar-carousel.html

    for the functionality. Let's dig into the CSS and then I'll explain how we made this functional. To prepare for this, I created the following Creator form: The fields: Calendar Day Select (link name: Calendar_Day_Select || type Radio) Form CSS (link...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttps://joellipman.com/articles/crm/zoho/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

    "Document" form: // // get attachments v_NoteAttachments = " "; m_SortCriteria = Map(); m_SortCriteria.put("sort_by","Created_Time"); m_SortCriteria.put("sort_order","desc"); l_Attachments =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://joellipman.com/articles/crm/zoho/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

    which does the clever bit in Zoho Creator: Go to Workflow > Form Workflows > New Workflow Choose the form > Run when Created or Edited > Trigger on Successful form submission > and name it OnSubmit > click on Create Workflow Select you want to run some...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

    Executing the function this worked as expected. Now put it on a workflow where the settings were: When an invoice is "Created or Edited" Execute the workflow when "When any field is updated" Filter the triggers when Status is "Paid" Just once or every...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttps://joellipman.com/articles/crm/zoho/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

    A noteworthy article in my opinion on how to send a CRM quote record using a template the customer created from a button. Why? Yes you can do this already by going to the record, clicking on the ellipsis or three horizontal dots button in the top right...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://joellipman.com/articles/crm/zoho/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

    for those who want to integrate ChatGPT with ZohoZIA. Why? Previously, I would edit the message handlers of a Cliq Bot I created but it would only understand the questions I have programmed it to and respond with the responses I programmed it to answer...

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

    know the code to remove this field, then you know what I mean. In Workflow mode: add a workflow to the form whenever it is created or edited, on load of the form; I call mine "OnLoad". For Deluge Script, add the following: // // CSS overrides v_CssNotes...

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

    Orders in XML format: /* Function: fn_eBay_GetOrders() Purpose: Queries eBay for all orders given a from and till date Date Created: 2023-02-28 (Joel Lipman) - Initial release Date Modified: ???? - ??? More Info: - API Explorer Test Tool:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. ZohoCRM: Get All eBay Active Listingshttps://joellipman.com/articles/crm/zoho/zohocrm-get-all-ebay-active-listings.html

    you might have thought it was. /* Function: fn_GetEbayActiveProducts() Purpose: Queries eBay for all active listings Date Created: 2023-03-01 (Joel Lipman) - Initial release Date Modified: ???? - ??? More Info: - API Explorer Test Tool:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

    employee record So now we just need to append the following code which loops through the map / associative array we just created and shove this onto every employee's record. My employee record form is called "Staff" and the subform is called "Usual...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Deluge: Get All Orders from eBayhttps://joellipman.com/articles/crm/zoho/zoho-deluge-get-all-orders-from-ebay.html

    order (sales) management. /* Function: fn_GetEbayOrders() Purpose: Queries eBay for all orders for a specified year Date Created: 2023-03-29 (Joel Lipman) - Initial release Date Modified: 2023-03-29 (Joel Lipman) - Added in ability to list errors and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Zoho Books: Generate Bank Text File for Downloadhttps://joellipman.com/articles/crm/zoho/zoho-books-generate-bank-text-file-for-download.html

    This is an article to document how we created a button off a Bill record in ZohoBooks which generates a text file to be sent to a bank and downloads it to the staff member's workstation. Why? Why is this a challenge? The file contains bank details and...

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

    of system values Purpose: Taxes, Currencies, Payment Terms, Sales Persons, and Nominal Accounts Inputs: - Outputs: - Date Created: 2021-09-24 (oel Lipman) - Initial release Date Modified: 2024-05-21 (Joel Lipman) - Change of API domain from...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. ZohoCRM: Using Criteria with Module Record Counthttps://joellipman.com/articles/crm/zoho/zohocrm-using-criteria-with-module-record-count.html

    that is simply of datatype: date v_PerPage = 200; v_CountCriteria = "((Quote_Stage:equals:" + encodeUrl("Draft") + ")AND(Created_Time:less_than:" + encodeUrl("2023-11-01T01:00:00+01:00") + "))"; v_Endpoint =...

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

    This will send a ZohoBooks invoice directly to its recipient Inputs: Zoho Creator record ID of the order Outputs: - Date Created: 2023-03-06 (Joel Lipman) - Initial release Date Modified: ??? - ??? More Info: Error 7008: There are no contact persons...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. Zoho Analytics & Zoho People: Monitor DataSource Sync https://joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

    To warn system managers if a sync started failing. Inputs: None Outputs: Emails system manager if any failures. Date Created: 2024-07-02 (JoelLipman.com - Joel Lipman) - Initial release Date Modified: ??? - ??? More Information:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 101 - 120 of 131

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