Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://joellipman.com/articles/crm/zoho/zoho-crm-update-a-custom-field-in-line-items-product-details.html

17 May 2021 CRM Quote module as per the following screenshot: How? Again at the time of this article, this is only modifiable when using REST API v2.1. We are going to update the field with label "Group Name" but API name "Grouping" in a list item column. The...

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

Zoho Webhooks & Shopify API: Keep Disappearinghttps://joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

22 April 2024 This is an article to show how to setup a scheduled function that checks and restores a missing webhook as well as the snippets when receiving the webhooks and storing them. Why? We found that Shopify would intermittently remove our webhooks. This would...

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

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

01 April 2025 on a client script used in CRM which is a working example of rewriting a subform (line items of an invoice) and calls a REST API fuction to return the custom fields of the line items. Pretty much a function which took me a day to write. Why? As...

• 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 to use Zoho Creator as a middleware. Just to add to the pain, I'm going to make my function in Zoho CRM: Overview Create a REST API CRM function that can return the ebay URL of the image. Done High Level Overview Create a REST API CRM function Get Zoho...

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

Zoho CRM REST API: Stop Workflow from Triggeringhttps://joellipman.com/articles/crm/zoho/zoho-crm-rest-api-stop-workflow-from-triggering.html

16 June 2021 This is an article to show you how to use triggers but also how to stop them. We only found this an issue when using REST API v2.1 but also to show you how to configure triggers when using createRecord or updateRecord. Why? We had a Creator app updating...

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

Zoho Creator: Receive eBay Order Notifications via Webhookhttps://joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-order-notifications-via-webhook.html

20 September 2021 all, you'll need an access token: please visit my article and read the first part on how to get a valid Access Token for the rest of these steps. Once we have an access token, we will check what notifications already exist (if any), and then we will...

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

Upload file to Google Drive with PHP/cURL and API REST v3 (without Client Library)https://joellipman.com/articles/google/upload-file-to-google-drive-with-php-curl-and-api-rest-v3-without-library-install.html

29 October 2018 What? So this is supposed to be a quick article detailing how I used a PHP function to upload a video file to Google Drive. Note that this example does not involve installing the Google Client Library for PHP. So no classes or built-in functions that...

• Type: Article
• Author: Joel Lipman
• Category: Google
• Language: en-GB

Zoho Creator: Receive JSON via a Shopify Webhookhttps://joellipman.com/articles/crm/zoho/zoho-creator-receive-json-via-a-shopify-webhook.html

15 July 2021 And thirdly, we'll create the Shopify webhook. One alternative that is proposed below is that we are going to use a CRM REST API function which arguably could write directly to the Creator record, parsing the JSON webhook response beforehand. 1. Set up...

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

Zoho Deluge: Post a multi-dimensional or nested array to a 3rd-party APIhttps://joellipman.com/articles/crm/zoho/zoho-deluge-post-a-multi-dimensional-or-nested-array-to-a-3rd-party-api.html

03 February 2021 e/thirdpartyapiorg/public_html/thirdpartyapi_controlpanel/user/addons/thirdpartyapi_webservice/libraries/services/webservice_rest.php(206): thirdpartyapi\Webservice\Service\Format->factory('auth[key]=06cda...', 'php') #2...

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

ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://joellipman.com/articles/crm/zoho/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

06 May 2025 string standalone.fn_Deals_RetrievePipeline(String p_DealID) Label: Fn - Deals - Retrieve Pipeline Trigger: Standalone / REST API Purpose: Function used by a client script to retrieve the pipeline given a deal record id Inputs: Deal Record ID Outputs:...

• 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 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 Click on "Save" Setup a Xero webhook: Login to the...

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

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

14 February 2022 needs the Storefront API (eg. website checkouts) then set these. Mine don't as the Creator app I'm making is for staff only. REST Admin API: Usage: Here's a quick test I do retrieving 5 products using the REST admin API: // // app specific r_ShopifyAPI...

• 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 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 for pagination purposes and for the system to work out how many pages or loops in total it...

• 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 than what the interface offers, into the template. the CRM webhook API function So let's do my favorite method of creating a REST API function in CRM Login to ZohoCRM > Setup > Functions > New Function Give it a function name, I'm calling mine...

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

Zoho CRM: Updating a CRM record Custom Line Items using API v7https://joellipman.com/articles/crm/zoho/zoho-crm-updating-a-crm-record-using-api-v7.html

18 December 2024 = List(); l_RecordsToSend.add(m_UpdateQuote); m_Data = Map(); m_Data.put("data",l_RecordsToSend); // // this is REST API so by default all triggers run. Use an empty list to stop or prevent these from triggering. m_Data.put("trigger",List()); v_Endpoint...

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

Pancakeshttps://joellipman.com/articles/_other-misc/pancakes.html

07 July 2009 of thin cream. Now melt the 50g/2oz of butter in a pan. Spoon 2 tbsp of it into the batter and whisk it in, then pour the rest into a bowl anduse it to lubricate the pan, using a wodge of kitchen paper to smear it round before you make each pancake. Now...

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

Inserting incremental weeks in MySQLhttps://joellipman.com/articles/database/mysql/inserting-incremental-weeks-in-mysql.html

15 April 2011 is for another system which decided to "cleverly" use the exports from CMIS Facility so that all the weeks correspond to the rest of the academic data. Unfortunately the developer wrote a system he felt would last the rest of his PhD degree, it's a...

• Type: Article
• Author: Joel Lipman
• Category: MySQL
• Language: en-GB

Zoho CRM & Zoho Books: Get Books Currency and Tax IDshttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-books-currency-and-tax-ids.html

24 September 2021 a Sales Order in Zoho Books from Zoho CRM and want to map the correct currency and tax by their ID numbers. How? Using the REST API and InvokeURL in Zoho Deluge to look at Zoho Books. This uses up an extra 2 calls so you could run them once, store them...

• 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 v_BaseURL = "https://projectsapi.zoho.com"; v_Heading = ""; // // get all portals v_EndpointPortals = v_BaseURL + "/restapi/portals/"; r_Portals = invokeUrl [ url: v_EndpointPortals type: GET connection: "my_projects_connection" ]; info r_Portals; // //...

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

Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

06 August 2024 we'll create the webhook function first (this one I've called Fn - ZohoSign - Document Completed) and then make it into a REST API function for ZohoSign to send the data to: /*...

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