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  1. Zoho Deluge: Get Image Uploaded in Creator Formhttps://joellipman.com/articles/crm/zoho/zoho-deluge-get-image-uploaded-in-creator-form.html

    Additional Note Just as a note to do the reverse: upload an image given a URL to an image field (prerequisite: enable the field to allow Image as "Link" not just "Local Computer" or "Camera"): for each r_Image in m_Product.get("images") {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho Creator: Set Up Custom Domain for Customer Portalhttps://joellipman.com/articles/crm/zoho/zoho-creator-set-up-custom-domain-for-customer-portal.html

    who has access to do this, click on the red "Verify Now" link. The sidebar for "Domain Verification" will poup on the right. Note the small code and prefix it to your parent domain (eg. abcd12.joellipman.com) and note the CNAME which will either be...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho People: Reject an Application for Leave in Deluge based on Criteriahttps://joellipman.com/articles/crm/zoho/zoho-people-reject-an-application-for-leave-in-deluge.html

    the value of "To" on the "Leave" form. Giving you something as per the following screenshot: Click on "Save" to accept this Note: It is important to add these parameters rather than trying to retrieve the details with a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Creator: Receive JSON via a Shopify Webhookhttps://joellipman.com/articles/crm/zoho/zoho-creator-receive-json-via-a-shopify-webhook.html

    API. Why? In this example, we want a webhook that whenever an order is made in Shopify, it tells our Zoho Creator app. Note that at the time of this article, API v1 is deprecated (so no authtokens) and API OAuth2.0 is in full swing... we're still going...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho Creator: Receive eBay Order Notifications via Webhookhttps://joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-order-notifications-via-webhook.html

    Webhook Payloads" Add a Single-Line field called "Event Type" Add a Multi-line field called "Payload" Click Done Make a note of the name of this form (the form link name, eg. "eBay_Webhook_Payloads") Setup a CRM function to receive data Login to your...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. Zoho Creator/Deluge: Calculating with Timezone Offsethttps://joellipman.com/articles/crm/zoho/zoho-creator-deluge-calculating-with-timezone-offset.html

    MMMM dd, yyyy @ h:mma") + " " + v_AgentTimeZoneName + " "); v_ResultInformation = v_ResultInformation.concat(" "); input.Note_BookedTimeSelection = v_ResultInformation; Additional: Daylight Savings Time Just to cover all aspects of this, I create a Zoho...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://joellipman.com/articles/crm/zoho/zoho-deluge-text-sms-using-twilio-api-localsense.html

    but you will need to follow these steps to get the credentials: Login to your Twilio console On the dashboard, note the ACCOUNT SID and AUTH TOKEN In the side menu, expand Phone Numbers > Manage > Active numbers Note the number you want to use (they...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho Deluge: Regex Rounding and/or Removing Trailing Zeroshttps://joellipman.com/articles/crm/zoho/zoho-deluge-regex-rounding-and-or-removing-trailing-zeros.html

    up with worked to a certain point but didn't round up the numbers, in other words, it didn't remove the unnecessary zeros. Note that in the following regex, and if using Zoho Creator, you need to replace the double-backslash with a single backslash:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://joellipman.com/articles/crm/zoho/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

    for this example but are used to accommodate other API integrations in the system that are using OAuth 2.0 or authtokens. Note how this is the same form in my article: Zoho Creator: Push to eBay Listings or my Zoho Deluge: Push Item to Shopify API....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. 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

    well that's just functionality. Here's my Creator form (well the part for the attachments): An attachments section to hold a notes field. A notes field called "Note_Attachments" (this will display a HTML table with click-to-download files) A blank...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. 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

    going to split this into 2 code snippets that were in practice added to the same function and that worked at time of print. Note that this uses the old Trading API as the new API is only available in Sandbox??? I won't go into how to generate an Access...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

    by Created_Time asc"; // // build up parameters m_Params = Map(); m_Params.put("select_query",v_CoqlQuery); // // invokeurl (note the Zoho endpoint here will depend on your datacenter; .com / .eu) r_Coql = invokeurl [ url...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttps://joellipman.com/articles/crm/zoho/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

    first I'll outline the steps to set this up in ZohoCRM and then how to troubleshoot issues with this. One important thing to note is that the setup needs to be done by whoever manages the domain for the client. Who owns the domain (eg. mycompany.com) So...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://joellipman.com/articles/crm/zoho/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

    called "_Global". At the same level, create another folder called "Profile Photos". Navigate into the "_Global" folder and note the last hash in the URL (after "/folders/") For this function, I have a connection called "zworkdrive" which has the scopes...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. 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

    Quick Answer: the footer This repeats the footer on every page. The key point is the HTML attribute zcpage-footerhtml; but note the 3 other CSS classes zcpage-pagenumber, currentPageNumber, and totalPageNumber which will output the current page number...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://joellipman.com/articles/crm/zoho/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

    from the item record, if a pricebook is specified and the item exists within it, then it takes the rate from the pricelist. Note that when I refer to pricebook, this is also referred to as the pricelist... and vice-versa. And in this use-case, my client...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

    m_Header = Map(); m_Header.put("ZANALYTICS-ORGID",v_ZA_OrgID); m_Params = Map(); m_Params.put("responseFormat","json"); // note how criteria column is denoted by double-quotes and a value is by single-quotes. m_Params.put("criteria","\"SO ID\"='" +...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. Zoho Deluge: Determine your Statement Execution Limithttps://joellipman.com/articles/crm/zoho/zoho-deluge-determine-your-statement-execution-limit.html

    of some code. So create a function in the Zoho App you are checking, or somewhere you can write some Zoho Deluge code. Note that requesting an increase of the limit or an upgrade to the subscription will likely to have to be asked directly to Zoho...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. Zoho Workdrive: Getting Team Folder IDhttps://joellipman.com/articles/crm/zoho/zoho-workdrive-getting-team-folder-id.html

    is a subfolder, then use the team_subfolder_id Ensure the scope for your connection includes WorkDrive.teamfolders.READ and note that header has to be added otherwise you get a blank response: m_Header = Map();...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://joellipman.com/articles/crm/zoho/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

    // now parse the output from the function var o_ParsedQuote = JSON.parse(JSON.stringify(r_QuotedRecord)); // valid? note the underscore before the details variable a_QuotedItems = []; if (o_ParsedQuote._code == "SUCCESS") { if (o_ParsedQuote._details...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 81 - 100 of 292

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