ZohoCRM: Process all records of a modulehttps://joellipman.com/articles/crm/zoho/zohocrm-process-all-records-of-a-module.html

24 August 2021 field. [Optional conditionally] Reactivate any workflows you deactivated in step 1. Sample Code Consider the following standalone function which loops through every contact and deletes the duplicate lead (if a lead exists with the same email as a...

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

Zoho Creator: Prevent Endless Loops On User Input of a Fieldhttps://joellipman.com/articles/crm/zoho/zoho-creator-prevent-endless-loops-on-user-input-of-a-field.html

19 September 2021 for 1 workflow rather than 20 workflows every time we want to tweak the code. There are also cases we don't want to use a standalone function as we want the code to read from the input fields dynamically and in real-time. To this end, I create a field...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• 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 Give it a display name, I'll give it "eBay - Webhook - Order Notification" Set the Category to "Standalone" Set the parameters to crmAPIRequest (string) Give it the following code, though you will need to replace the AppOwner, AppName, FormName and...

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

Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

21 October 2021 Click on Create and Connect > Accept Get the Template ID The following snippet is a separate function to run (standalone) and will return to you the templates and the field references: r_Templates = invokeUrl [ url:...

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

ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://joellipman.com/articles/crm/zoho/zohocrm-xero-real-time-invoices-receive-webhook.html

10 January 2022 Description: Function used to receive webhooks from Xero and parse these into data for invoices and contacts. Category: Standalone Click on Create Give it the parameter: crmAPIRequest (string) Dump in the following code: // enter the webhooks key for...

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

Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://joellipman.com/articles/crm/zoho/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

31 March 2022 Function Name: fn_eBay_UploadPhoto Display Name: Fn - eBay - Upload Photo Description: What it says on the tin Category: Standalone Click on Create Give it the parameter/argument p_InventoryitemID as an Integer/Long/Number datatype As the first part of...

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

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 Function: void fn_AB_GenerateVacanciesCandidatesAssociations() Workflow: - Trigger: Standalone function triggered on execute Purpose: Loops through all candidates and creates records referring to the Candidate Ref and Job Opening Date Created:...

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

ZohoDeluge: Get All eBay Orders Given a From and Till Datehttps://joellipman.com/articles/crm/zoho/zohodeluge-get-all-ebay-orders-given-a-from-and-till-date.html

28 February 2023 // // get access token (you will need your own function here as documented in my article v_AccessToken = standalone.fn_eBay_GetAccessToken(); // v_TradingAPIVersion = 967; v_Endpoint = "https://api.ebay.com/ws/api.dll"; // // build header m_Headers =...

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

ZohoCRM: Get All eBay Active Listingshttps://joellipman.com/articles/crm/zoho/zohocrm-get-all-ebay-active-listings.html

01 March 2023 l_CsvFileRows = List(); l_CsvFileRows.add(v_ReportCSV); // // get access token v_AccessToken = standalone.fn_eBay_GetAccessToken(); // v_TradingAPIVersion = 967; v_Endpoint = "https://api.ebay.com/ws/api.dll"; // // build header m_Headers = Map();...

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

Zoho Deluge: Get All Orders from eBayhttps://joellipman.com/articles/crm/zoho/zoho-deluge-get-all-orders-from-ebay.html

29 March 2023 l_CsvFileRows = List(); l_CsvFileRows.add(v_ReportCSV); // // get access token v_AccessToken = standalone.fn_eBay_GetAccessToken(); // v_TradingAPIVersion = 967; v_Endpoint = "https://api.ebay.com/ws/api.dll"; // // build header m_Headers = Map();...

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

ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://joellipman.com/articles/crm/zoho/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

27 April 2023 { m_Accounts.put(r_Account.get("account_name"),r_Account.get("account_id")); } } // // get access token v_AccessToken = standalone.fn_eBay_GetAccessToken(); l_DebugMessages.add("AccessToken: " + v_AccessToken); // v_TradingAPIVersion = 967; v_Endpoint =...

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

Zoho Creator: Get Images in Report to be Exported to PDFhttps://joellipman.com/articles/crm/zoho/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

26 January 2024 records, and then when given just one ticket reference; will create or update the images associated in the subform: void Standalone.fn_DownloadAndCacheAttachments(string p_TicketRef) { v_TicketRef = ifnull(p_TicketRef,""); c_TicketRecords =...

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

Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://joellipman.com/articles/crm/zoho/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

04 November 2024 p_QuoteRef (string), p_CxID (string) The display name I'm giving it is Fn - ZohoBooks - Estimates - Accept/Decline It's a standalone function I'll give it the following code (amend the org ID and connection name): // // initialize b_ValidResponse =...

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