JOEL LIPMAN Systems / Automation / AI

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

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110 results

  1. Zoho Analytics

    Zoho CRM: Add and Update Products from Zoho Analytics Discrepancies

    ... ticle on using a Zoho Analytics discrepancy table to add missing products and update existing product records in Zoho CRM. In this example, Unleashed supplies the product details, Zoho Analytics identifies the differences, and a scheduled D ...

  2. Zoho CRM

    Zoho CRM: Remove Duplicate Product Records

    What? An article on removing duplicate products within ZohoCRM. Why? Product duplicates are a common issue during development, especially when we have products imported via a feed or API or simply by staff and their spreadsheets. There is a ...

  3. Zoho Deluge

    Zoho Deluge and Wordpress/WooCommerce API: Get All Products

    What? A quick article on retrieving all the products from a WooCommerce instance on a client's Wordpress website. Why? A client of ours wants the information entered against products in their WooCommerce to display on their estimates in Zoh ...

  4. Zoho Deluge

    Zoho Deluge: Shopify API: Get all active products with GraphQL and Pagination

    ... olve my frustration in being able to ONLY retrieve the first 100 products using GraphQL, so page 1 of Shopify products. Why? Our use-case is that we retrieve the 100 most recently modified products at the end of each day and run some Deluge ...

  5. Zoho Creator

    Zoho Creator / eBay: Get all Active Products

    ... icle to document a function used in Zoho Creator to retrieve the Product IDs of all the active products in a client's eBay store. Why? The use-case was that I wanted to retrieve a list of all the listed active products in a fixed price item ...

  6. Zoho Creator

    Zoho Creator / Shopify: Get all Active Products

    ... icle to document a function used in Zoho Creator to retrieve the Product IDs of all the active products in a client's Shopify. Why? The use-case was that I wanted to search Shopify using a Product SKU. Community forums could only suggest lo ...

  1. Zoho CRM

    Zoho CRM: Upload a Product Photo using Deluge

    ... ReportName = "My_Report"; // specify your CRM record ID for this product v_CrmProductID = 1234567890123456789; // specify your Creator record ID holding the image v_CreatorQuoteID = 9876543210987654321; // // get the full details of the Cre ...

  2. Zoho CRM

    Zoho CRM: Update a custom field in line items / product details using REST API v2.1

    ... ticle documenting how to update custom fields in a line items or product details section of a transactional module such as Quotes, Sales Orders or Invoices using code: Zoho Deluge. Why? At time of print, Zoho had recently introduced the abi ...

  3. Zoho Deluge

    Zoho Deluge - Modify the product line items in an invoice module

    What? This is a reminder on how to swap out a product in an invoice. Why? A client wanted one of their products to be swapped out with another as they had a 3rd-party feed that kept creating a product that they didn't stock. How? So editing ...

  4. Windows OS

    VBScript to retrieve Windows Product Key

    What? A quick article with the code to retrieve your product key in Windows 7 with a small VB script file. There are other articles on the web about this but the ones I found returned errors such as WshShell not valid. This article has a wo ...

  5. Zoho Books

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

    ... ot need to travel to our own premises first. A quote may contain products from several suppliers, so each supplier needs a purchase order containing only their own items. The purchase order also needs our buying price, rather than the price ...

  6. Zoho CRM

    Zoho CRM: Presenting ABM for Zoho CRM: Expand and retain your customers with precision

    ... keting. It means choosing companies that could benefit from your products and giving them information that matches their needs. In Zoho CRM, a company record is called an account. The people linked to that company are called contacts. Zoho' ...

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