Assuming zoho is required, the following 185 results were found.
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This is an article to document how to use Zoho Deluge to download a file that was uploaded into a Zoho Creator form and then to attach it to a Sales Order in Zoho Books. Why? Because it took me so long to find out how to do this even after reading the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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customer, you will know this takes a while to do: You have to find the contact record in CRM for example Click on "Send for Zoho Sign" Select the template document or upload one Add the fields that you will complete, and the ones that other recipients...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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This is slightly different to my article Zoho Deluge: Get Refresh/Access Token API v2 (Zoho to Zoho service) and different to my Zoho CRM: APIv2 using PHP & cURL (3rd-Party to Zoho), in that this details how to setup a connection to use in an invoke URL...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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This is an article documenting the process of publishing a Zoho Inventory image to eBay's Picture Hosting Services (EPS). Why? Because I couldn't find any other article in the whole world wide web that had a working solution. My use-case here is that I...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A sorta quick article to note how I can generate refresh tokens and access tokens using Zoho Deluge code (so within Zoho Creator, CRM or Books) without XML calls. Why? I find myself using this more and more now that API v1 is on the way out and Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: en-GB
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This is an article to document how I downloaded an image held in a Zoho Creator form, and sent it to an API wanting the publicly accessible link or URL of the image. Why? I've got some other articles on handling images in Zoho Creator (see "Sources"...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article on how to setup an automation that checks if a datasource synchronization between Zoho People and Zoho Analytics failed. This can be adapted to any data source for Zoho Analytics. Why? We're assisting a client implement Zoho People as...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A follow on from my article Zoho Creator: Create a Widget which uses JavaScript back from 2020 with a few adjustments now in 2024. This widget will only work within Zoho Creator. If you want a solution which sits on an external website and which talks...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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the all-in-one button and function to generate and attach the file. First Create a CRM connection I'm going to create a Zoho OAuth connection with open scopes just to get a working example; I can then reduce the scopes permissions afterwards when...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article on how to upload an image to the product/item listing in Zoho Inventory. Why? We're enhancing the out-of-the-box integration from eBay to Zoho Inventory bespoke for a customer. We want the photo on eBay to be downloaded and uploaded to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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This is an article documenting how to create a Zoho Creator Widget which includes the Bootstrap and jQuery frameworks as well as other JavaScript functionality. Why? Quite simply that at time of print (2020-10-24), Zoho Creator does not allow you to use...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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This is a quick article I use to list step by step on how to set up a custom domain for a Zoho Creator customer portal. In this example, we are going to use a subdomain of a company which has the domain joellipman.com. Why? This took me a bit of going...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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This is an article to demonstrate how to log a time event under a Zoho Projects Issue using code (Zoho Deluge) rather than the graphical user interface (GUI). Note this would probably be similar to when trying to enter a time against a project Task but...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick note for when I want to quickly generate maps of a currency or a tax from a client's Zoho Books. Why? The use-case here is that we are creating a Sales Order in Zoho Books from Zoho CRM and want to map the correct currency and tax by their ID...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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This is an article describing a custom function built into Zoho Flow that will accept as parameter the document_id and request_id. It then retrieves the Deal Reference (entered by an office signee) on the ZohoSign document and searches for the relevant...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article on how to debug some errors in Zoho. Why? I wanted a general note to list certain errors that we get when we do certain things in Zoho but didn't want to write a separate page for each minor issue. How? So I'm going to try and list...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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and documentation did not. Why? I don't often do this to create a Creator record but I'm going to use the shortcode function zoho.creator.createRecord() and wanted to update the first name of a name field but I was getting the following error: { "code":...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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about an hour to go through the documentation and get a working solution. How? So the article below shows how to do this Zoho CRM and how to do it in Zoho Books... The example below is that we are going to search for some records in Zoho Creator and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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This is an article to document how to receive a JSON response from a webhook created in Shopify. See my article: Zoho Deluge: Push Item to Shopify API if you want information on setting up an integration from Zoho Creator to Shopify API. Why? In this...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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: *