ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://joellipman.com/articles/crm/zoho/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html

17 October 2022 Reference (entered by an office signee) on the ZohoSign document and searches for the relevant Deal record in CRM. Why? A client wants that when this field is entered and the document signed and returned, it attached the signed document to the Deal...

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

Zoho CRM: Manage a subform using Client Scripthttps://joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

09 December 2022 This is an article with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script. Why? A client wanted an automation on-the-fly that when selecting a specific value in a field, a row would be added to a subform contained...

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

Zoho CRM: Client Script Confirmation Box and Popup Mailerhttps://joellipman.com/articles/crm/zoho/zoho-crm-client-script-prompt-and-popup-mailer.html

06 February 2024 applied; but I wanted to try it without a canvas to see if we can have this functionality using the out-of-the-box ZohoCRM. Client Script Configuration: Login to ZohoCRM as a system administrator and go to the Setup page (cog icon in the top right next...

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

ZCRM Client Script: Correct Decimal Fields OnLoadhttps://joellipman.com/articles/crm/zoho/zcrm-client-script-correct-decimal-fields-onload.html

13 December 2023 This is an article detailing the client script to fix any fields which exceed their decimal places limit in ZohoCRM. Why? So we have a customer that has some decimal fields on the products module that are calculated and will sometimes return numbers...

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

Google Authentication - OAuth 2.0 using PHP/cURLhttps://joellipman.com/articles/google/google-authentication-oauth-2-0-using-php-curl.html

31 October 2018 the global variables at the beginning of the code specific to your app and the rest should work... // specific to this app $CLIENT_ID = ''; // expecting *.apps.googleusercontent.com $CLIENT_SECRET = ''; // expecting alphanumeric string $STORE_PATH = '';...

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

ZohoCRM: ZDK Client Script to retrieve Contact Emailhttps://joellipman.com/articles/crm/zoho/zohocrm-zdk-client-script-to-retrieve-contact-email.html

20 July 2022 An article on one of my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field. Why? I could do a normal automation/workflow on save of the record, but the client wants the...

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

Zoho Deluge: Setup an API Connection for InvokeURLhttps://joellipman.com/articles/crm/zoho/zoho-deluge-setup-an-api-connection-for-invokeurl.html

12 August 2020 example, we are going to setup a connection in Zoho Books on an EU datacenter: First determine what datacenter your client is using Register the App Setup the Connector How do I determine what datacenter to use? To find out which datacenter your...

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

Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://joellipman.com/articles/crm/zoho/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

16 October 2023 on how to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile. Why? A client asked that when staff create a deal/opportunity record in CRM, the pipeline is automatically pre-selected based on the...

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

Project Plan for Freelance Websitehttps://joellipman.com/articles/web-development/project-plan-for-freelance-website.html

25 February 2010 use the ProjectFork extension to manage projects, it helps during times when we can't see face-to-face with colleagues or clients. Startup Meeting For you to discuss: Aims / Objectives Deadlines / Milestones Target Audience (Internally Centered? /...

• Type: Article
• Author: Joel Lipman
• Category: Web-Development
• Language: *

Zoho Deluge - Get Refresh/Access Token API v2https://joellipman.com/articles/crm/zoho/zoho-deluge-get-refresh-access-token.html

17 July 2019 generate an authtoken v1 (CRM Deprecation Sunset Date: 31st December 2019). Go to the Zoho Developer Console Create a Zoho Client ID Either use self-client for a code or use the below to generate one. Code Here you will need your own client ID and...

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

Connection Strings for SQL Serverhttps://joellipman.com/articles/microsoft/sql-server/connection-strings-for-sql-server.html

05 January 2011 Connectors from dev.MySQL.com MySQL Connector/Net Type: .NET Framework Class Library Usage: MySql.Data.MySqlClient.MySqlConnection Manufacturer: MySQL Standard Server=myServerAddress;Database=myDataBase;Uid=myUsername;Pwd=myPassword; Default port is...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server
• Language: *

Google Drive API v3 - OAuth2 using Service Account in PHP/JWThttps://joellipman.com/articles/google/google-drive-oauth-using-service-account-in-php.html

02 February 2019 Authentication - OAuth 2.0 using PHP/cURL... In that this one doesn't prompt for a user. Again this script doesn't need the client libraries, composer, vendor, etc. Why? This took me the best part of a month to get working. It is taken from Google's...

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

Zoho Webhooks & Shopify API: Keep Disappearinghttps://joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

22 April 2024 respond in less than 1 second m_Payload = crmAPIRequest.toMap(); m_Blank = Map(); // // you created an app that generated a client ID and a client secret and resulted in an access token // the client secret used when generating the access token should...

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

Client Services: Website Development Agreementhttps://joellipman.com/static-items/client-services-website-development-agreement.html

15 November 2013 draft article on a standard development project. The below is just a draft agreement and has to be mutually agreed. As the client, feel free to adjust, suggest and query against this. Here is an outline agreement between joellipman.com and you: Once I...

• Type: Article
• Author: Joel Lipman
• Category: Static Items
• 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 is an article to document how I got a client's eBay to notify the seller every time a buyer bought a fixed price item. This uses the Trading API even though I'm aiming for the Platform Notifications API... Why? A follow on from my article Zoho...

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

mysqldump: Got error: 2049: Connection using old (pre-4.1.1) authentication protocol refused (client option 'secure_auth' enabled) when trying to connecthttps://joellipman.com/articles/database/mysql/mysqldump-got-error-2049-connection-using-old-pre-4-1-1-authentication-protocol-refused-client-option-secure-auth-enabled-when-trying-to-connect.html

28 July 2014 Applies to: MySQL Database v5.0.45 MySQL Workbench v6.0.8.11354 build 833 What? This is a quick article on how to get around the problem of backing up your MySQL database when attempting to "Data Export" using MySQL Workbench. This is not regarding the...

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

Submit form as a server and not the client with cURLhttps://joellipman.com/articles/automation/api-misc/submit-form-as-a-server-and-not-the-client-with-curl.html

20 February 2015 What? A quick article on how to create a middleware script which accepts the values from a submitted HTML form and sends it to a server on another domain for processing. This applies to Linux Apache MySQL and PHP (LAMP) setups. Why? A customer wanted to...

• Type: Article
• Author: Joel Lipman
• Category: API Miscellaneous
• Language: *

Fix Oracle Tnsping 3511 without Windows Registryhttps://joellipman.com/articles/database/pl-sql/fix-oracle-tnsping-3511-without-windows-registry.html

04 March 2013 to: - MS Windows 7 Enterprise What? So I can ping the server the Oracle 11g database sits on. I've installed the Oracle 11g client tools and can connect using sqlplus. But if I tnsping any oracle database, I get something along the lines of: Message...

• Type: Article
• Author: Joel Lipman
• Category: Oracle PL/SQL
• Language: en-GB

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 This article 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...

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

Upload file to Google Drive with PHP/cURL and API REST v3 (without Client Library)https://joellipman.com/articles/google/upload-file-to-google-drive-with-php-curl-and-api-rest-v3-without-library-install.html

29 October 2018 I used a PHP function to upload a video file to Google Drive. Note that this example does not involve installing the Google Client Library for PHP. So no classes or built-in functions that you didn't write or know what they're doing. Why? The objective...

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