Zoho Books: System Values Mapshttps://joellipman.com/articles/crm/zoho/zoho-books-system-values-maps.html

07 November 2023 Function: Map fn_GetSystemValues() Trigger: Snippet to be used at beginning of code to get dynamic maps of system values Purpose: Taxes, Currencies, Payment Terms, Sales Persons, and Nominal Accounts Inputs: - Outputs: - Date Created: 2021-09-24 (oel...

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

ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

05 December 2023 p_Ticket) Label: Fn - Tickets - On Create or Edit Trigger: Off a workflow when a ticket is created or modified Purpose: Pushes the tickets attachments to Zoho Analytics Inputs: - Outputs: - Scope(s): Date Created: 2023-11-29 (Joel Lipman) - Initial...

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

Zoho Books: Error 7008: There are no contact persons associated with this Invoicehttps://joellipman.com/articles/crm/zoho/zohobooks-error-7008-there-are-no-contact-persons-associated-with-this-invoice.html

07 March 2024 Function: void ZohoBooks.fn_SendZohoBooksInvoice(int p_OrderID) Trigger: On Demand when button in report is clicked Purpose: This will send a ZohoBooks invoice directly to its recipient Inputs: Zoho Creator record ID of the order Outputs: - Date...

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

ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

14 May 2024 p_LeadID) Label: Fn - Leads - Follow Up Non Converted Lead Trigger: Triggered 24 hours after a lead is created. Purpose: Follow up when a lead is created and not converted within 1 day send an email and notification to sales person everyday for 3 days...

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

Zoho Analytics & Zoho People: Monitor DataSource Sync https://joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

02 July 2024 () Label: Check DataSources Sync to ZohoAnalytics Trigger: Scheduled daily at 1am starting from tomorrow (3-Jul-2024) Purpose: To warn system managers if a sync started failing. Inputs: None Outputs: Emails system manager if any failures. Date Created:...

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

ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

09 July 2024 , Map organization , Map user , Map page_context ) Label: Related Purchase Orders Trigger: Displays on Sales Order record Purpose: To display related POs linked by a custom Sales Order lookup field on the Purchase Order line item. Inputs: salesorder...

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

Zoho CRM: Remove Duplicate Product Recordshttps://joellipman.com/articles/crm/zoho/zoho-crm-remove-duplicate-product-records.html

07 March 2025 Function: string standalone.fn_Products_RemoveDuplicates() Label: fn - Products - Remove Duplicates Trigger: Standalone Purpose: Used to remove duplicate products from a ZohoCRM instance Inputs: - Outputs: - Date Created: 2025-03-07 (Joel Lipman) -...

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

ZohoDeluge: eBay marketplace account deletion/closure notificationshttps://joellipman.com/articles/crm/zoho/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

13 March 2025 crmAPIRequest) Trigger: Function executed when a webhook from eBay is sent to ZohoCRM (Market Deletion Webhook) Purpose: eBay Marketplace Account Deletion/Closure Notifications Workflow Inputs: String crmAPIRequest (Webhook) Outputs: JSON String...

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

Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://joellipman.com/articles/crm/zoho/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

18 August 2025 crmAPIRequest) Label: Fn - Accounts - Get Credit Safe Details Trigger: On-Demand / Widget Purpose: Given an account ID returns the credit safe details from CreditSafe Connect API. This function is used by a JS Widget. Inputs: string crmAPIRequest...

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

Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pageshttps://joellipman.com/articles/crm/zoho/zoho-survey-zoho-analytics-query-to-generate-individual-responses-and-grouped-pages.html

25 September 2025 standalone.fn_Analytics_ExportChart(int p_ContactID) Label: Fn - Analytics - Export Chart Trigger: Standalone / On-demand Purpose: Extracting a chart from Zoho Analytics Inputs: The CRM contact record Outputs: - Date Created: 2025-09-25 (Joel Lipman) -...

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

Zoho Survey: Zoho CRM Webhookhttps://joellipman.com/articles/crm/zoho/zoho-survey-zoho-crm-webhook.html

01 October 2025 crmAPIRequest) Label: Fn - Submit Suspect Survey - Webhook Trigger: Webhook when a suvey is submitted in Zoho Survey Purpose: Push the calculated score and results from Analytics into the corresponding Zoho CRM record. Inputs: String crmAPIRequest...

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

Zoho CRM Client Script: Map Quote to Invoicehttps://joellipman.com/articles/crm/zoho/zoho-crm-client-script-map-quote-to-invoice.html

09 October 2025 Module Page Create Page (Standard) Module Invoices Layout Standard Event Details Event Type Page Event Event onLoad Purpose: Loads in a "TBC" so that the the naming of the invoice can happen on save Maps other fields to fill in the blanks Inputs: -...

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