Zoho CRM: Schedule a Call using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-call-with-deluge.html

18 November 2021 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 figure out so I don't spend so long the next time I have to do it....

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

ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://joellipman.com/articles/crm/zoho/zohocrm-xero-real-time-invoices-receive-webhook.html

10 January 2022 { for each r_ThisInvoice in r_XeroInvoice.get("Invoices") { if(!isnull(r_ThisInvoice.get("InvoiceID"))) { // // find the invoice in CRM v_CrmInvoiceID = 0; l_SearchCrmByXeroID = zoho.crm.searchRecords("Invoices","Xero_Ref_ID:equals:" +...

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

ZohoCRM: Template: not being able to edit a text boxhttps://joellipman.com/articles/crm/zoho/zohocrm-template-not-being-able-to-edit-a-text-box.html

25 January 2022 vertical dots Select "More tools" > "Developer Tools" Caveats Only make the changes necessary to how you like it. You will find issues with trying to undo some parts and tweaks as these will consume a lot of time (anyone remember the days of getting an...

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

Zoho CRM: Template: Empty Space between Header and Line Itemshttps://joellipman.com/articles/crm/zoho/zoho-crm-template-empty-space-between-header-and-line-items.html

03 February 2022 > Templates > Inventory > Select the template with this issue Click on the "Edit HTML" icon in the top right of the editor: Find the code "page-break-inside" Change this from "avoid" to "auto": And optionally, add to the "" tag under "OrderedItems"...

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

Zoho CRM: Schedule a Meeting using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-meeting-using-deluge.html

02 March 2022 Deluge, here's 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...

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

Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://joellipman.com/articles/crm/zoho/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

31 March 2022 the process of publishing a Zoho Inventory image to eBay's Picture Hosting Services (EPS). Why? Because I couldn't find any other article in the whole world wide web that had a working solution. My use-case here is that I have built an eBay integration...

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

GoDaddy Apache cPanel: Install SSL Certificatehttps://joellipman.com/articles/linux/cpanel/godaddy-apache-cpanel-install-ssl-certificate.html

07 April 2022 install the SSL certificate for Select the Server Type and then click on "Download Zip File" button Decompress the ZIP and find the CRT file Return to your GoDaddy page and scroll down to "Web Hosting" then click on "Manage" Click on the "cPanel Admin"...

• Type: Article
• Author: Joel Lipman
• Category: cPanel
• Language: *

Amazon Kindle: Send PDFs to your Kindlehttps://joellipman.com/amazon/kindle/amazon-kindle-send-pdfs-to-your-kindle.html

29 June 2022 a process that worked at time of print (6 June 2022) and I wanted to make sure it didn't just disappear or be difficult to find in future. How? The process of sending a PDF file to your Kindle device is also quite straightforward. All you need to do is...

• Type: Article
• Author: Joel Lipman
• Category: Kindle
• Language: *

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

18 August 2022 + " for " + r_QuoteDetails.get("Contact_Name").get("name"); v_EmailMessage = "Hi " + v_ContactName + ", Please find attached your quote. Kind Regards, The Team"; // sendmail [ from :zoho.loginuserid to :v_EmailTo subject :v_EmailSubject message...

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

ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://joellipman.com/articles/crm/zoho/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html

17 October 2022 :"info@joellipman.com" subject :"ZohoSign Test - Request: " + v_RequestId + " - Document: " + v_DocumentId message :"Please find attached your requested document(s)" Attachments :file:r_File ]; } } } } }

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

Zoho Analytics: Determine profits from invoices and purchase ordershttps://joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

03 November 2022 several partners before us and even Zoho themselves without a solution. This took my team the best part of two months to find a solution. How? Disclaimer! There may be many ways of doing this, this is just one way that we used that worked for 90% of the...

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

Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttps://joellipman.com/articles/crm/zoho/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

20 February 2023 via Email v_CountRows = l_CsvFileRows.size() - 2; v_Subject = "Shopify Products Export & Comparison"; v_Message = "Please find attached a log of " + v_CountRows + " Product(s) from Shopify that had been updated on " +...

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

ZohoBooks: Stripe Terminal Integrationhttps://joellipman.com/articles/crm/zoho/zohobooks-stripe-terminal-integration.html

16 March 2023 as there is a Exception : Value is empty and 'get' function cannot be applied More Information: Navigate to payments, then find pending webhook response event, terminal.reader.action_succeeded, then view event details...

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

ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

28 March 2023 system based on the business hours set at the organization level in ZohoCRM. How? Using an invokeURL, the key here is you'll find them in the settings; so check that your connection has the scope to access both Organization details (ZohoCRM.org.READ is...

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

Zoho Creator: Sendmail a list of attachmentshttps://joellipman.com/articles/crm/zoho/zoho-creator-send-mail-a-list-of-attachments.html

20 July 2023 wall. The key here which the official documentation is missing is the .setParamName() but for those who have spent time to find this function, they'll already know this. void fn_Joel_Test() { /*** - tried with getUrl() but this doesn't work. - has to be...

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

ZohoCRM: Using Criteria with Module Record Counthttps://joellipman.com/articles/crm/zoho/zohocrm-using-criteria-with-module-record-count.html

14 November 2023 An example of code using the new API call "Module Record Count" with some criteria. Why? At time of print, I couldn't find an example of how to use this API call with search filters or criteria. Not sure about the rest of you, but I've been using this...

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

Zoho Creator: Render to PDF with margins and page numbershttps://joellipman.com/articles/crm/zoho/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

07 May 2024 There are already articles out there that document this but I use this more and more and would rather just find it on my site than going through multiple bookmarks. Why? This use-case is for a customer who simply wanted a quote template to be rendered...

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

Zoho Projects: Get All Eventshttps://joellipman.com/articles/crm/zoho/zoho-projects-get-all-events.html

22 July 2024 A quick article because I couldn't find anything that documented this with a working example. Why? The use-case here is that we want to make a ZohoCreator page display events for this month from ZohoProjects. How? The bit that stumped me was making a...

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

Zoho Workdrive: Getting Team Folder IDhttps://joellipman.com/articles/crm/zoho/zoho-workdrive-getting-team-folder-id.html

11 September 2024 v_Message = "To he who shall not be named, Re: " + v_Subject + " Please find attached the CSV export file containing the Data. "; // if(!isBlank(v_PermaLink)) { v_Message = v_Message + " The export file has been uploaded to the workdrive. The direct...

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

Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://joellipman.com/articles/crm/zoho/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

04 November 2024 be sent via the URL as a verification to be checked at the webhook endpoint would be good as well; but I couldn't spend time finding fields that can be 'placeheld', other than what the interface offers, into the template. the CRM webhook API function So...

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