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 & Zoho Creator: Query returns some fields missing other data on the recordhttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-creator-query-returns-some-fields-missing-other-data-on-the-record.html

26 July 2021 can misread the documentation. This particular article shows you how to customize the search results or response from using zoho.creator.getRecordById(). Why? My use case scenario is that I was trying to build a related list in Zoho CRM with a view on...

• 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 these might answer your question to begin with and then we'll do the easy bit on how you set this up in the CRM. I'm using ZohoCRM here despite storing the record in ZohoCreator as the app and data processing is mostly done in ZohoCreator. I could have...

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

Zoho Deluge - Update Creator from CRMhttps://joellipman.com/articles/crm/zoho/zoho-deluge-update-creator-from-crm.html

18 February 2019 This is an article documenting how to update Creator from a workflow written in a Deluge Script held in ZohoCRM. Why? I've also started this article to document an issue we encountered where our code was as per the documentation provided, and the...

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

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

10 December 2020 off, prevent a 9th team member booking tomorrow off. Why? I've written this article as it took a while to achieve. The Zoho People application and its API are documented but there are problems with the documentation at the time that this article was...

• 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 This uses the Trading API even though I'm aiming for the Platform Notifications API... Why? A follow on from my article Zoho Creator: Push to eBay Listings. I have a Creator app that needs to receive the orders from an eBay account as soon as the order...

• 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 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: *

ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://joellipman.com/articles/crm/zoho/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

08 February 2023 is just in case it comes up again (has twice now) where a client wants a report on candidates and associated job openings in Zoho Recruit. Why? We're creating a custom module where our client wants to query Zoho Recruit via the API but couldn't find a...

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

ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

05 December 2023 A quick article with the code to download image attachments from a Zoho Ticket and then to upload the attachment to Zoho Analytics. Why? First of all, we couldn't find how to sync attachments from ZohoDesk to ZohoAnalytics using the integration. Other...

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

Zoho Deluge: Zoho Bookings Get Available Slotshttps://joellipman.com/articles/crm/zoho/zoho-deluge-zoho-bookings-get-available-slots.html

23 June 2021 This is an article of code snippets to query a Zoho Bookings instance from within Creator. This one focuses on getting the available slots. Why? This is for a Creator app which had a form to allow customers to make a booking based on the configuration...

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

Zoho Deluge: Duplicate/Clone a Recordhttps://joellipman.com/articles/crm/zoho/zoho-deluge-duplicate-clone-a-record.html

17 March 2020 This is an article with the snippet of code required to duplicate or clone a record in Zoho CRM using Zoho Deluge. Why? The aim here is to have a scheduled task that on the 1st of every month, takes the invoices for the month before, and duplicates each...

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

Zoho Creator: Get Images in Report to be Exported to PDFhttps://joellipman.com/articles/crm/zoho/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

26 January 2024 Why? Our client needs to send a report to suppliers that include photos of the faulty products. These display fine in a Zoho Creator report and even show up on the preview when exporting to PDF. But when you download the PDF and view this outside of the...

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

Zoho CRM & Zoho Books: Get SalesPersonshttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-salespersons.html

30 August 2021 An article so that I don't spend so long in trying to find sales persons in Zoho Books. Why? My use case is that I want to create a Sales Order in ZohoBooks based on one in ZohoCRM and wanted to assign the sales person. How? So after an hour or so...

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

Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)https://joellipman.com/articles/crm/zoho/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

02 February 2021 in a custom module in field that was of type "File Upload". Why? Just to remind me where I went wrong, I have a client with ZohoCRM who upload a PDF (can be any file but is usually a PDF) to a custom module in their CRM; I then need the customer from...

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

Zoho Deluge: Calculate start and end of Daylight Savings Timehttps://joellipman.com/articles/crm/zoho/zoho-deluge-calculate-start-and-end-of-daylight-savings-time.html

07 December 2021 to document how I calculated the start and end dates of when Daylight Savings Time is in effect. Why? Admittedly, most of Zoho apps have this built-in but here's some snippets of code in case you need them. How? I will use this to amend and refine but...

• 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 allowing the user to select the next or previous week. This is a follow on from my other articles on restyling Creator: Zoho Creator: Change Radio into Tabs and Zoho Creator: Decision Box into a Button. Why? We can't include JavaScript in a ZohoCreator...

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

Zoho Creator: Populate a Multi-Lookuphttps://joellipman.com/articles/crm/zoho/zoho-creator-populate-a-multi-lookup.html

18 August 2022 multi-line into a nice HTML table. But on a mobile device, it's somewhat better to use the built-in interfaces provided by Zoho Creator. What I really needed was a way to display the line items from a package slip taken from Zoho Inventory. I'd prefer...

• 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 response. Getting the folder ID This applies to if you click on "My Folders" and then checking the URL https://workdrive.zoho.com/home/{dunno_id}/privatespace/folders/{folder_id} Getting the teamfolder ID: Access the folder in workdrive and check the...

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

Zoho Deluge - InvokeConnector and useful snippetshttps://joellipman.com/articles/crm/zoho/zoho-deluge-invokeconnector-and-useful-snippets.html

23 January 2020 and do things we can't do in shortcode. List CRM Users (ActiveUsers) Note that this is somewhat superseded by: l_Users = zoho.crm.getRecords("users") or r_User = zoho.crm.getRecordById("users", v_UserID) but here's the old way of doing this: l_Users=...

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

Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name)https://joellipman.com/articles/crm/zoho/zoho-crm-zoho-bookings-full-name-appears-in-last-name.html

01 September 2021 A quick article to explain why the full name might appear in the last name field in Zoho CRM. Why? We had a customer report the issue that sometimes the full name of a contact was appearing in the last name field and creating a contact called "Firstname...

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