JOEL LIPMAN Systems / Automation / AI

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

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139 results

  1. Zoho Books

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

    ... and creates matching purchase orders in CRM. Where necessary, it also creates the Books items and vendors, or imports the CRM Account or Contact into Books without waiting for the next scheduled sync. Why? This is particularly useful for dr ...

  2. Zoho

    Zoho CRM: Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!

    ... iles as the detailed reference for making API requests. Zoho has also reorganised the API repository. The specifications now use YAML, a readable format for storing structured information. Each API area has its own folder with an overview, ...

  3. Zoho Books

    Zoho Billing: Workflow does not exist!

    ... Zoho Books function. Running the Zoho Billing function manually also created the CRM queue record successfully. This indicated that the Deluge code, CRM API function and downstream queue function were all operational. Why? Zoho Books and Z ...

  4. Zoho Deluge

    Zoho Deluge - Calculate Portion Count

    ... ntries, zero, negative sizes and values that cannot be converted also produce an error. Normalising before removing duplicates means 2, "2" and " 2 " represent the same capacity. It also ensures sorting compares numbers. Zoho documents that ...

  5. Automation

    OpenAI GPT Image 2.5: This house does not exist

    ... materials, furniture or whether the lines are straight. There is also something quite enjoyable about seeing a scribble become a place you can imagine walking around. This was an exercise in exploring an idea, not announcing a building proj ...

  6. Zoho Analytics

    Zoho CRM: Add and Update Products from Zoho Analytics Discrepancies

    ... s me a table I can inspect before anything is changed in CRM. It also avoids making a CRM write request for every unchanged product. How? 1. Create the target table in Zoho Analytics Open the destination workspace in Zoho Analytics. Click t ...

  1. Zoho CRM

    Zoho CRM: Update Opportunity Type as New or Existing Business

    ... that here, the term "opportunity" is synonymous with the "deal". Also note that I have 2 versions of this, the first is if you have Enterprise or Ultimate edition (or Zoho One) which supports functions; the second is further down on the pag ...

  2. Zoho People

    Zoho People Analytics Regional Configuration

    ... ter 5 consecutive failures trigger when at least 10 tables fail. Also notify “All Organization Admins”. Go to “Data Sources”. You should see a “Sync in Progress”. Let’s go do all the custom queries… Go to the newly created workspace (ensuri ...

  3. Zoho Deluge

    Zoho Deluge - Multi-line Variable Assignments and Expressions

    ... script. 2) Multi-line list declaration and item access Lists can also be declared over multiple lines, which can help when the list is longer or subject to change. l_Items = {"a" , "b" , "c" , "d" , "e" , "f"}; info l_Items.get(3); // yield ...

  4. Zoho Books

    ZohoBooks: Broken UK Banking Feed

    ... . If you can see "Update Credentials" then selecting this should also run you through setting up the connection again (never seen this option myself). If it shows “Connected via Yodlee” or “Connected via Plaid,” note it for later. These ind ...

  5. Zoho CRM

    ZohoCRM & Xero: Function to pull most recent invoices

    ... t page of invoices by most recent first (invoice date). There is also a table that returns the name of tax rates and then the percent that these equate to which I've copied below this invoices pull function. the Code string standalone.fn_Xe ...

  6. Zoho Analytics

    Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pages

    ... t name when I have this prepopulated from a ZohoCRM integration. Also note that the question number comes from it prefixing the question per page that the client did when setting up her survey (eg. 1. question 1, 2. next question, 3. ...). ...

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