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Zoho CRM: AI Smart Prompt : BANTC call prep for Leads
... sume that the button can read Notes, emails or the Timeline just because they appear on the Lead page. The rep should review those separately before calling. It is easy to leave a discovery call without knowing who approves the purchase or ...
Zoho Books: Change a Purchase Order's Delivery Address over API
... ress_id. The extract below uses the supplier maps built earlier. Because all these orders share the same customer and destination, it creates the customer address once during this run and reuses its ID for the remaining suppliers. v_Custome ...
Zoho Billing: Workflow does not exist!
... ss. Do not rely solely on the function's manual execution option because that bypasses the event being tested. The corrected route should now be: Zoho Billing invoice created -> New custom function triggered -> Invoice payload sent to Zoho ...
Zoho Deluge - Calculate Portion Count
... city for 25 portions. This function chooses the exact allocation because avoiding spare capacity is the first priority. There is a second problem with always taking the largest size that fits. With sizes 1, 3 and 4, a greedy calculation for ...
Zoho People Analytics Regional Configuration
... ."Description" LIKE '%APAC%' Company Policies -- Custom Query -- Because there is no direct link between location and legal entity, we will use the Employee table. The resulting list would only be where a company policy did apply to an empl ...
ZohoCRM & Xero: Function to pull most recent quotes
... and instead puts the product name in the description field How? Because my head is a little fried, I'm putting the two functions I used here and I'll document further if I remember. Note that the pre-amble is to generate a Xero access toke ...
Zoho People: Get Performance Records over API
... own JSON attribute(s) found in the parameter CONFIG."}: This was because I was trying to include the parameter addIfNotExist and I was using POST as the method in the invokeURL instead of PUT. INVALID_UPDATE_CRITERIA_CONFIGURATION","data":{ ...
Zoho Deluge: Connect to Shopify
... pported in the Zoho Deluge invokeURL task... This article exists because I spent 2 hours going down the rabbit hole of trying to use OAuth2 and following the usual steps: Grant Code, Refresh Token, Access Token. I also went down the rabbit ...
ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Function
... a deposit or a final balance invoice with the deposit deducted. Because these line items have custom fields, we need to copy over all the custom values to the new line items. How? This is about an hour's work doing it on a CRM workflow (sa ...
Zoho Deluge: Using Remove Key on a Map and Copying Record Tags
... m going to get the tags of the contact record using an invokeurl because shortcode only gives me name and ID; but I want the color code field as well which I only seem to get with an InvokeURL. I'm then going to create a list map of tags an ...
Zoho CRM: Make Upload File Field Mandatory
... A quick article on making an "upload file" field mandatory. Why? Because for some reason, it wouldn't appear as selectable when I tried using a layout rule. Probably everyone else has figured this out and I'm just late to the party. How? Th ...
Zoho CRM: Updating a CRM record Custom Line Items using API v7
... of how to either create or update a record using invokeUrl. Why? Because my designers keep including custom fields in their transactional modules line items (quotes, sales orders, invoices, purchase orders). The only way to update these are ...