Zoho Creator: Set Up Custom Domain for Customer Portalhttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-set-up-custom-domain-for-customer-portal.html

17 November 2020 Manager system (website where you registered your domain): Setup your subdomain using the registrar's control panel, go through the process until this part is complete. Find the DNS Manager in your control panel, it might be called something like...

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

Zoho People: Reject an Application for Leave in Deluge based on Criteriahttp://mail.joellipman.com/articles/crm/zoho/zoho-people-reject-an-application-for-leave-in-deluge.html

10 December 2020 l_AllTimeOffs = zoho.people.getRecords("P_ApplyLeave",0,200,l_SearchCriterias); Then we need the code to loop through all these matching records (and approved) and determine if it clashes with the requested dates: for each r_TimeOff in l_AllTimeOffs {...

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

Zoho Deluge: Post a multi-dimensional or nested array to a 3rd-party APIhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-post-a-multi-dimensional-or-nested-array-to-a-3rd-party-api.html

03 February 2021 expecting nested arrays (not sure if they were PHP) and it works. Why? This took me several days and in the end only going through various forums and documentation, I found a solution which worked for me. Note that usually I could customize the...

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

Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

28 April 2021 // // I can see 2 api names for lookups // userlookup221_2 // Requires_Approval_Users My full snippet of code // // loop through users to find the approver for each m_User in l_Users { if(m_User.get("Job_Title").equalsIgnoreCase("CFO")) {...

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

Zoho Creator: Receive JSON via a Shopify Webhookhttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-receive-json-via-a-shopify-webhook.html

15 July 2021 the webhook, scroll to the end of that row listing your webhook and click on the button Send test notification. It will go through your CRM which will in turn forward the JSON payload to your Zoho Creator record: I'll leave it up to you to parse that...

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

Zoho CRM & Zoho Books: Custom Related Lists Delugehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-custom-related-lists-deluge.html

30 July 2021 as to display empty custom related lists. Why? Because I keep forgetting how to do this and it takes about an hour to go through the documentation and get a working solution. How? So the article below shows how to do this Zoho CRM and how to do it in...

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

Zoho CRM & Zoho Books: Get SalesPersonshttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-salespersons.html

30 August 2021 I gave up and used a for each loop instead. In the next snippet of code, I am getting the Zoho CRM record owner, looping through all salespersons in Zoho Books, and retrieving the salesperson_id. Also I have a connector to ZohoBooks called "joel_books"....

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

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

19 September 2021 and vice-versa. This can get more complex when there are a lot of fields in the mix. How? I'm using this article to go through various methods I tried to prevent this from happening: First - Off: The one workflow to rule them all In the first instance,...

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

Zoho Creator: Receive eBay Order Notifications via Webhookhttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-order-notifications-via-webhook.html

20 September 2021 in via your email (now comment this out in your CRM before it drives you insane) but also, and if setup correctly, sent through to your Creator app, all without having to speak to someone from eBay. Done! Error(s) Encountered 22112 - Missing property...

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

ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.http://mail.joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

22 September 2021 l_BooksShippingAddress = {"address","street2","city","state","zip","country"}; // loop through the CRM Sales Order address fields and build map of address to Books for each v_AddressPart in l_CrmShippingAddress {...

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

Zoho Deluge: Generate List of TimeZoneshttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-generate-list-of-timezones.html

19 October 2021 text editor, then escape the double-quotes, then prepend with a list declaration and append with a end of list suffix; loop through removing HTML tags and while we're at it, storing it in a list for Zoho Deluge: First of all, here's the HTML SELECT...

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

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

10 January 2022 { // // parse events out of the webhook (a list) l_Events = m_Body.get("events").toJSONList(); // // loop through the events for each r_Event in l_Events { if(!isnull(r_Event.get("eventCategory"))) { // // event type will be UPDATE and eventCategory...

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

Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)http://mail.joellipman.com/articles/crm/zoho/zoho-crm-using-a-function-for-validation-rules.html

11 February 2022 referring to 2 status fields and not really knowing which one defines the stage the lead is at. How? Well this can be done through a validation rule. After working in Zoho CRM for over 3 years, this is the first time I'm using it so I'm documenting it....

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

Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)http://mail.joellipman.com/articles/crm/zoho/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

14 February 2022 r_ShopifyAPI.Shop_ID; v_ShopifyApiVersion = r_ShopifyAPI.API_Version; v_AccessToken = r_ShopifyAPI.Access_Token; // // send through m_Header = Map(); m_Header.put("Content-Type","application/json"); m_Header.put("X-Shopify-Access-Token", v_AccessToken);...

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

Amazon Kindle: Send PDFs to your Kindlehttp://mail.joellipman.com/amazon/kindle/amazon-kindle-send-pdfs-to-your-kindle.html

29 June 2022 to the Kindle, you can read it via the eBook reader as you would any other reading stuff. It’s true you need to go through an initial set-up process which essentially boils down to getting your email ID added to the approved list as well as finding out...

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

Zoho Analytics: Determine profits from invoices and purchase ordershttp://mail.joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

03 November 2022 that took into account "Delivery" as a separate line item on the purchase order. I'm writing this article as it had gone through several partners before us and even Zoho themselves without a solution. This took my team the best part of two months to...

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

ZohoCRM: Import Attachmentshttp://mail.joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

16 January 2023 v_CsvLine := StrReplace(v_ListViewHeaders,"|", ",") ",Process`r`n" FileAppend, %v_CsvLine%, %v_RunFolder%\Log.csv ; Loop through directory of files Loop, Files, %v_FolderToSearch%\*.* , R { ; init v_OriginalFile := A_LoopFileName v_OriginalFileFull :=...

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

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

28 February 2023 variables to store order details in a JSON or ZohoDeluge Map format m_Response = Map(); l_JsonOrders = List(); // // loop through orders in response v_OrderNodePart = "Order"; v_OrderNodeName = v_OrderNodePart + "Array"; x_OrderNode =...

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

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

01 March 2023 l_OutputFields.add("TotalNumberOfEntries"); m_Params.put("OutputSelector",l_OutputFields); // // now lets loop through a dynamic page list for each v_Page in l_Pages { // // specify which page m_Pagination = Map(); m_Pagination.put("PageNumber",v_Page);...

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

ZohoDeluge: Check Shipment Status via DHL APIhttp://mail.joellipman.com/articles/crm/zoho/zohodeluge-check-shipment-status-via-dhl-api.html

21 March 2023 of days ago (list of dates to check) l_GeneratedList = leftpad(" ",v_DaysAgo).replaceAll(" ",",").toList(); // // loop through for each index v_Index in l_GeneratedList { // output to developer for debug purposes v_Date =...

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