JOEL LIPMAN Systems / Automation / AI

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Practical notes on CRM development, automation, APIs and everyday IT.

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81 results

  1. Zoho Books

    Zoho Books: Change a Purchase Order's Delivery Address over API

    What? A note on changing a Zoho Books purchase order's delivery address while creating supplier orders from an accepted Zoho CRM Quote. My original method created an organisation address in Books and assigned its ID to a purchase order. Thi ...

  2. Zoho Books

    ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters

    ... r running into this issue before; but sending a billing/shipping address included in a request to create or update an estimate in ZohoBooks will fail... Why? I have a function to push a ZohoCRM quote to a ZohoBooks estimate and a client ask ...

  3. Zoho CRM

    Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng)

    ... hat? An article with a quick snippet of code which builds up the address from a Lead record to geocode into latitude and longitude coordinates to feed a third-party API which returns a timezone. Why? Our use-case is that we have a field cal ...

  4. Zoho Books

    Zoho Books: Display Sales Order Shipping Address on Package Slip

    ... case I do, this is an article to explain how I got the shipping address from a sales order in Zoho Books into the template of the Package Slips. Why? It took me a while of playing about with the placeholder reference fields in the template ...

  5. Zoho Books

    ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.

    ... ? An article to note something I didn't realize I needed: How to address the above error and how to update a Shipping Address for a specific Sales Order in Zoho Books. Why? You might think the following request to create a Sales Order in Zo ...

  6. MySQL

    Country Lookup by IP address CSV

    ... country. Our use here was to create a refreshable country by IP address list that we can use when parsing our website logs to check where visitors were from. Note: we also use and love Advanced Web Statistics (awstats) but this was so that ...

  1. Zoho Analytics

    Zoho CRM: Add and Update Products from Zoho Analytics Discrepancies

    ... he imported table and note the workspace ID and view ID from its address. These must identify the destination workspace and table being read by the function, not just the source of the import. For the organisation ID, open any page within t ...

  2. Zoho People

    Zoho People Analytics Regional Configuration

    ... ew Group” Give it a “Group Name” (for example: APAC) Enter email addresses or “Pick Users” Open the Employee Dashboard Click Share, then Share this View Click on “Pick Users / Groups” Select the Group: “APAC” Click Apply Permissions & Filte ...

  3. Zoho CRM

    ZohoCRM & Xero: Function to pull most recent quotes

    ... t details from Xero (Quote doesn't necessarily hold the details: address, phone, etc) r_XeroContact = invokeurl [ url :v_DataEndpoint + "/Contacts/" + v_XeroContactID type :GET parameters:m_Params headers:m_Header ]; l_XeroContacts = ifnull ...

  4. Zoho CRM

    ZohoCRM & Xero: Function to pull most recent invoices

    ... details from Xero (invoice doesn't necessarily hold the details: address, phone, etc) r_XeroContact = invokeurl [ url :v_DataEndpoint + "/Contacts/" + v_XeroContactID type :GET parameters:m_Params headers:m_Header ]; l_XeroContacts = ifnull ...

  5. Zoho CRM

    Zoho CRM Client Script: Map Quote to Invoice

    ... in the left sidebar? This script will map over the core fields, address, and line item. This took me a while to get the right syntax for writing to the invoice line items as well as setting the value of lookup fields so I thought it was wo ...

  6. Zoho CRM

    Zoho Survey: Zoho CRM Webhook

    ... T: If you have multiple contacts in your CRM with the same email address, then you're stuffed. ******************************************************************************* */ v_WebhookBody = ifnull(crmAPIRequest.toMap().get("body"),""); ...

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