Zoho Creator: eBay: Get Item Transactionhttps://joellipman.com/articles/crm/zoho/zoho-creator-ebay-get-item-transaction.html

22 January 2022 on how you can generate one in my article: Zoho Creator: Push to eBay Listings. Then you can use the following code, note that the parameter is the eBay Item ID: void API.fn_eBayQuery_GetItemTransaction(int p_ItemID) { /* Function:...

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

Zoho Deluge: a HTML Entity Decoderhttps://joellipman.com/articles/crm/zoho/zoho-deluge-a-html-entity-decoder.html

27 January 2022 So it doesn't decode every HTML in existence, only the ones I know will happen. Here's the Zoho Deluge code I use (note that I've put this in a namespace called "DataCleansing", but you can call it whatever you like): string...

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

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

11 February 2022 "\""); m_Output.put("status","error"); } } // // return response return m_Output; Click "Save" and Done! Yields: Additional Note(s): If the user's profile is blank, the rule will not apply to them. l_Disallowed = List(); l_Disallowed.add("Joel");...

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

Zoho Creator: Radio group into Calendar Carouselhttps://joellipman.com/articles/crm/zoho/zoho-creator-radio-group-into-calendar-carousel.html

09 March 2022 The fields: Calendar Day Select (link name: Calendar_Day_Select || type Radio) Form CSS (link name: Form_Css || type Add Notes) Selected Value for debugging (link name: Selected_Value || type Single line) Starting Date (link name: Starting_Date || type...

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

PC Build 2022: 5 Monitors connected to 1 PC using 1 GPUhttps://joellipman.com/pc-build-2022-5-monitors-connected-to-1-pc-using-1-gpu.html

12 March 2022 this stage that I lost track of all the different configurations. The 2nd diagram is the working configuration I have now. Note that I've moved the bottom screens in the display settings to be next to each other as I found moving my mouse from 4 to 5...

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

Zoho CRM & Zoho Inventory: Upload Image to Item Record using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-inventory-upload-image-to-item-record.html

21 June 2022 Note that for the below code, only 1 image is accepted at the moment, and the endpoint will depend on your datacenter (eg. COM or EU), and lastly the connection "joel_books" is my connection to ZohoBooks: // // declare ID of item in Zoho Inventory...

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

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

29 June 2022 from https://goodereader.com/blog/kindle/here-is-how-you-can-read-pdf-files-on-the-amazon-kindle which I wanted to take note of as it is a process that worked at time of print (6 June 2022) and I wanted to make sure it didn't just disappear or be...

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

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

17 August 2022 But this wouldn't work despite being as per the documentation (see sources below). Here's the code for our function; note it is within ZohoBooks and not ZohoInventory (moved) and the connection "zbooks" has a fullaccess scope: // // initialize...

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

Zoho Recruit: Rollup Number of Recruit Candidates to CRM Accounthttps://joellipman.com/articles/crm/zoho/zoho-recruit-rollup-number-of-recruit-candidates-to-crm-account.html

19 October 2022 This is a quick article to note down some code used in Zoho Recruit. This particular bit of code will run on a workflow when a Candidate is modified, and it tallies all the candidates belonging to the same school and updates some number fields on the...

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

Zoho CRM: Manage a subform using Client Scripthttps://joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

09 December 2022 = v_RateCard.indexOf(" (")>0 ? v_RateCard.substring(0, v_RateCard.indexOf(" (")) : v_RateCard; json_Arg.Rate_Change_Notes = v_RateCardDisp; // get existing subform with only the displayed rows (not been deleted) var l_existingSubformRows =...

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

ZohoCRM: Import Attachmentshttps://joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

16 January 2023 correct values in each column and the "Attachments.zip" containing the files to attach that needs some formatting as well: Note that any IDs used in the snippets of code or screenshots below are made up. the Attachments.csv A data backup or export of...

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

Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://joellipman.com/articles/crm/zoho/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

13 February 2023 some code posted by Poorvik Palanikumar on the Zoho Community Forums to connect a ZohoCliq to the OpenAI API and ChatGPT... Note that I have another article for those who want to integrate ChatGPT with ZohoZIA. Why? Previously, I would edit the message...

• 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 l_CsvFileRow.add(v_Shopify_Published); v_CsvRow = l_CsvFileRow.toString(); l_CsvFileRows.add(v_CsvRow); // // note the cursor so that we resume from the last cursor v_Cursor = r_Node.get("cursor"); // // output to console for debugging purposes info...

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

ZohoCRM: Get All eBay Active Listingshttps://joellipman.com/articles/crm/zoho/zohocrm-get-all-ebay-active-listings.html

01 March 2023 eBay - Get Active Products" and give it the internal name as "fn_GetEbayActiveProducts" without any arguments. Something to note in the below is that it asks you to set an estimated number of products that are in your listing, it will then generate the...

• 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 webhook You now need to receive the Stripe webhook when it comes back into ZohoBooks to record it against the invoice. Note how we added the invoice reference and Zoho ID in the description of the payment capture in our previous bit of code: /*...

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

Zoho CRM: Change System Field Lengthhttps://joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

19 June 2023 hack and most likely not recommended... but it is a workaround I have used and that worked when converting a lead to a deal. Note that this hack doesn't work on the system field label name (I tried) just on the length field. Use the translations file to...

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

Zoho Deluge: Determine if Daylight Savings are in effecthttps://joellipman.com/articles/crm/zoho/zoho-deluge-determine-if-daylight-savings-are-in-effect.html

03 July 2023 // // usage v_SendToCRM_DateTime = zoho.currenttime.toString("yyyy-MM-dd'T'HH:mm:ss","Europe/London") + v_TimeZoneOffset; Note(s): This was done in ZohoCreator which was showing a timezone of -0700 or PDT irrespective of the settings in the app being...

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

Zoho Books: Get Invoice Payment Terms via APIhttps://joellipman.com/articles/crm/zoho/zoho-books-get-invoice-payment-terms-via-api.html

06 July 2023 } else { r_InvoiceSO = zoho.books.createRecord("invoices",v_BooksOrgID,m_InvoiceDetails,"abzohobooks"); } Note(s): There are 2 other payment terms which is by setting payment terms to 0 which will result in a "Due on Receipt"....

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

ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

18 September 2023 attention/phone number goes along as my client didn't include these in her estimate template... But I'm sending them anyway. Note(s) The following code accesses APIs on the EU datacenter. I have a connection called "zbooks" which has the necessary...

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