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Assuming scope is required, the following 36 results were found.

  1. Zoho Deluge: Search Records with Special Characters (COQL)https://joellipman.com/articles/crm/zoho/zoho-deluge-search-records-with-special-characters-coql.html

    Click on the "Zoho OAuth" icon Enter a Connection name (for this example I will call it "CRM API v2") Select the appropriate scope(s): ZohoCRM.coql.READ Required! ZohoCRM.modules.{module_name}.{operation_type} or ZohoCRM.modules.all Click Create and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho Projects: Add a Time Log to an Issue using Delugehttps://joellipman.com/articles/crm/zoho/zoho-projects-add-a-time-log-to-an-issue-using-deluge.html

    How? For the following example, you will need to have setup a Zoho Oauth Connection with the appropriate authorized scopes and have access to all related systems such as Zoho Projects and the originating app (in this example, Zoho Creator). 1. Setup up...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho Deluge: Zoho Bookings Get Available Slotshttps://joellipman.com/articles/crm/zoho/zoho-deluge-zoho-bookings-get-available-slots.html

    as parameters according to documentation = zoho.bookings.getAvailableSlots(, , , ); Set up your connector with the following scope: zohobookings.data.CREATE Get the workspaces: // // get workspaces r_WorkspaceResults =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho CRM & Zoho Books: Get SalesPersonshttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-salespersons.html

    = r_SalesPerson.get("salesperson_id"); break; } } m_CreateSO.put("salesperson_id",v_SalesPersonID); } Additional Note(s): Scope(s) required: for the connection I think it was ZohoBooks.settings.READ for the sales persons and then ZohoCRM.modules.all for...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho CRM & Zoho Books: Get Books Currency and Tax IDshttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-books-currency-and-tax-ids.html

    https://books.zoho.eu or https://books.zoho.com. You will also need your own CRM to Books connection name (joel_books) with scope to read settings: // our made up books org id but enter your own v_BooksOrgID=20210924095; // // get currencies...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. Zoho Creator: Public URL of an Image field / Upload to Shopify APIhttps://joellipman.com/articles/crm/zoho/zoho-creator-public-url-of-an-image-field-upload-to-shopify-api.html

    m_Product.put("product_type",input.Item_Type); // // listings / channels m_Product.put("published_scope","global"); m_Product.put("published",true); // set to true when comfortable with it publishing correctly...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://joellipman.com/articles/crm/zoho/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

    Endpoint (Single Line) Grant URL (Url) Token Endpoint (Single Line) Session ID (Single Line) Redirect URI (Single Line) Scope(s) (Multi Line) Access Token (Multi Line) Access Token Expiry (Date-Time) Refresh Token (Multi Line) Refresh Token Expiry...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

    for our function; note it is within ZohoBooks and not ZohoInventory (moved) and the connection "zbooks" has a fullaccess scope: // // initialize v_PaymentMode = ""; v_PaymentDate = null; v_Last4Digits = ""; r_UpdateInvoice = Map(); // // evaluate...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. 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

    screen (Zoho API Console - Applications @ https://api-console.zoho.com/) Select your "Self Client" Enter in the applicable Scope(s): eg. ZohoSign.documents.ALL,ZohoSign.templates.ALL (possibly incl. ZohoSign.account.ALL) Click on "Create" You now have...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. 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

    deluge code), there will be a "Connections" in the top grey bar that you should click on and create a connection with the scopes that you want (I select nearly all of them), and I'm going to call this one "jl_recruit". The Deluge code for workflow /*...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

    in ZohoCRM. How? Using an invokeURL, the key here is you'll find them in the settings; so check that your connection has the scope to access both Organization details (ZohoCRM.org.READ is enough - perhaps optional) and access to Settings...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. 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

    code snippet: For the below, I have a connection to ZohoBooks from ZohoCreator called "zbooks". It has fullaccess as a scope but I'm sure you can lock it down to just the scopes you need. void ZohoBooks.fn_SendZohoBooksInvoice(int p_OrderID) { v_OrderID...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://joellipman.com/articles/crm/zoho/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

    under the sun (the naughty ZohoBooks.fullaccess.all) but according to documentation (to be taken with a grain of salt), the scope should be ZohoInventory.settings.READ. I have another connection called "zinventory" which is used here to retrieve the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. Zoho Analytics & Zoho People: Monitor DataSource Sync https://joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

    you paste the code) and ensure you setup a Connection that does NOT use the credentials of the logged-in user and has as scope ZohoAnalytics.metadata.read. The code /* *******************************************************************************...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Workdrive: Getting Team Folder IDhttps://joellipman.com/articles/crm/zoho/zoho-workdrive-getting-team-folder-id.html

    the team folder information Use the team_folder_ID or if it is a subfolder, then use the team_subfolder_id Ensure the scope for your connection includes WorkDrive.teamfolders.READ and note that header has to be added otherwise you get a blank response:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Zoho Deluge - Get Current User IDhttps://joellipman.com/articles/crm/zoho/zoho-deluge-get-current-user-id.html

    functions. Method #1: API v1 userResp = getUrl(("https://crm.zoho.com/crm/private/xml/Users/getUsers?authtoken=xxxxxxxxxxx&scope=crmapi&type=ActiveUsers")); users = userResp.executeXPath("/users/user"); if ((users != null) && (users != "")) { userList =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: en-GB
Results 21 - 36 of 36

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