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  1. Zoho Creator: Receive eBay Notification and Create Shopify Orderhttps://joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-notification-and-create-shopify-order.html

    to Zoho Creator, which in turn generates an order in Shopify. This article is primarily for myself as I need to do this for some other clients and I just want to continuously refine and improve my code below. How? I'm going to show you the code first of...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. 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

    header... they weren't using the header section) but then they changed address and couldn't change the template. So they had something like: ${Organization.Organization Name} ${Organization.Street} ${Organization.City} ${Organization.Country}...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho Deluge: a HTML Entity Decoderhttps://joellipman.com/articles/crm/zoho/zoho-deluge-a-html-entity-decoder.html

    A very quick article to document a HTML Entity decoder in Zoho Creator. Why? Sometimes when receiving data from a third-party, we may receive some strings containing "&" or " " and obviously want to display these as decoded HTML entities. (Zoho if...

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

    been trying out to round up a number or at least to remove the trailing zeros. I could have added this to my Zoho Deluge - Some Useful Regular Expressions list but I felt this deserved its own article. Why? A client wanted the discount displayed on a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. 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

    first-line agents would have a lead record with the status "New Lead". The client wanted that if the status had changed to something else, the first-line agent would not be allowed to set it back to "New Lead". Automations and workflows could however...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. Zoho CRM: Schedule a Meeting using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-meeting-using-deluge.html

    as Event) in Zoho CRM. Here's a quick snippet of code to remind me. How? Similar to how to create a call or task, but with some variation: // // initialize m_ScheduleMeeting = Map(); // // specify parent module...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. 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

    in the top right and selecting "Send Mail" then selecting which inventory template to use... This is too many steps for some. Instead, we've been asked to create a button that sits on the view page of a record and the staff simply click on and it does...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho Analytics: Determine profits from invoices and purchase ordershttps://joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

    Person ID" AND t3."MonthYear" = abs_month(invsopoitm."Invoice Date") GROUP BY invsopoitm."Invoice ID" Additional Here are some other queries that are required for the above but you may want to use the out-of-the-box modules instead: Sometimes, a...

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

    A quick article on my adaptation of 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?...

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

    products. Why? Our use-case is that we retrieve the 100 most recently modified products at the end of each day and run some Deluge code against it to ensure that the data in Shopify is the same as in Zoho. In this case, Shopify is considered the source...

    • 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

    to zero) alongside each serviceable item. How? So at time of print, this is the only way I know: add a note field to inject some CSS into it and hide the delete icon as well as the "Add new row" link. In Design mode: Add a special field of type "Add...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. ZohoDeluge: Check Shipment Status via DHL APIhttps://joellipman.com/articles/crm/zoho/zohodeluge-check-shipment-status-via-dhl-api.html

    as delivered only if the courier, in this case DHL, confirms the tracked order was delivered. How? So first I'll give some brief instructions on how to get an API key from DHL as a developer and then I'll include the code to query the shipment status...

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

    - Added in ability to list errors and query order line item IDs (ErrCode: 21917182) - Modified to check that there are some orders. More Info: - API Explorer Test Tool:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. Zoho CRM: Change System Field Lengthhttps://joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

    file to change system field labels The fix put simply is a CSS hack. Specifically by inspecting the element, removing some of the CSS attributes on the field we want to change, saving it, then returning the "Lead Conversion Mapping" page, mapping it,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Deluge: Get the Week Number if Week starts on a Mondayhttps://joellipman.com/articles/crm/zoho/zoho-deluge-get-the-week-number-if-week-starts-on-a-monday.html

    could also error eventually if Zoho made it possible to change the start of the week (this is in ZohoCreator; I'm aware that some of Zoho Apps do allow this) in the app which would possibly affect the functionality of .toStartOfWeek(). v_ThisWeek =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttps://joellipman.com/articles/crm/zoho/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

    if they change removeAll().. The number of duplicates may easily differ to the loop of discrepancies simply because some records may be triplicates or more rather than just duplicates.

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSONhttps://joellipman.com/articles/crm/zoho/zoho-creator-error-code-2945-extra_key_found_in_json.html

    So the quick answer is to build a nested map in your request instead of using the Creator/JavaScript period/dot character... Some might suggest it's an authorization error but if you do a getRecordById and it works then the connection string is fine....

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

    hard-coding and having a ton of if..then statements, I can feed these maps a textual value and it returns the ID to use. Some of these can be found elsewhere in my site but I'm putting all of them here just for quick reference. How? Note that for the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. ZohoCreator: Using .toFile and Uploading to a Creator fieldhttps://joellipman.com/articles/crm/zoho/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

    I've split it out to explain parts but otherwise it is intended to be all in the same function as there are references to some variables in earlier snippets of code on this page. Error(s): 2945: UPLOAD_RULE_NOT_CONFIGURED Was happening when I was trying...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. Zoho Webhooks & Shopify API: Keep Disappearinghttps://joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

    would intermittently remove our webhooks. This would make the entire synchronization of the system go out of whack and some records would slip through the net while every day, the process to tidy these all up would leave the data more and more...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 181 - 200 of 235

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