Zoho Deluge: Setup an API Connection for InvokeURLhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-setup-an-api-connection-for-invokeurl.html

12 August 2020 profile you have for the customer) Logged in to Zoho as an Administrator of the system to access. Browse to the Zoho Developer Console at the appropriate link based on the clients datacenter: US datacenter: https://api-console.zoho.com/ EU datacenter:...

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

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

28 August 2020 own connection as I have elsewhere on my website, but to use in an invokeUrl here's a quick overview: ZohoCRM > Setup > Developer Space > Connections Click on Get Started / Add New Connection Click on the "Zoho OAuth" icon Enter a Connection name (for...

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

Xero API: Send Multiple Invoiceshttp://mail.joellipman.com/articles/crm/xero/xero-send-multiple-invoices.html

15 August 2021 3610, "DiscountAmount": 12, "Tracking": [ { "Name": "Activity", "Option": "RHINO" } ] } ] } ] } Source(s): Xero Developer: OAuth 2.0 API limits

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

Zoho CRM: Get Unique Values of a Text Fieldhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-get-unique-values-of-a-field.html

08 October 2021 and creating a distinct list variable... But what if there are 20000+ records? The advantage of working in a team of Zoho developers, is that "two heads are better than one" does apply more than we think. A colleague of mine suggested adding a group by...

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

Zoho Creator: Public URL of an Image field / Upload to Shopify APIhttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-public-url-of-an-image-field-upload-to-shopify-api.html

17 October 2021 } } } Source(s) Zoho Deluge: Encode a file to base 64 format Shopify API Developer: Create a new Product Image Joellipman.com: Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments) Joellipman.com: Zoho Deluge: Get Image...

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

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

21 October 2021 example; I can then reduce the scopes permissions afterwards when locking it down for security: Login to ZohoCRM > Setup > Developer Space > Connections > Zoho OAuth Give your connection a name, I'm calling mine "Joels Connector" Select the Scopes:...

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

Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)http://mail.joellipman.com/articles/crm/zoho/zoho-deluge-text-sms-using-twilio-api-localsense.html

16 December 2021 // // JSON request r_TwilioResponse = invokeurl [ url :v_Endpoint type :POST parameters:m_Data ]; // // display to user/developer the response return r_TwilioResponse; Adapting it to trigger off a scheduled workflow of a call/meeting Login to ZohoCRM >...

• 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 the API Key and copy the URL to clipboard or a text editor Click on "Save" Setup a Xero webhook: Login to the page https://developer.xero.com and click on "My Apps". Select the app you are going to setup a webhook for (see my Zoho Deluge - Connect to...

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

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

31 March 2022 Record Click on Create Workflow Give it the following code: for each r_ApplicableRecord in Inventory_Photo[Added_Time Developer Space > Connections Create Connection Give it the scope(s): ZohoCreator.form.CREATE and ZohoCreator.report.READ (more if this...

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

ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttp://mail.joellipman.com/articles/crm/zoho/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html

17 October 2022 the document to the CRM record. STEP 1: REGISTER A NEW CLIENT First, you need to register your application with Zoho’s developer console to get your Client ID and Client Secret. (Login as the client super admin or ascentcloud admin account) Log in to...

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

ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttp://mail.joellipman.com/articles/crm/zoho/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

08 February 2023 " + v_CountProcessed + " of " + v_CountTotal; } Additional Note(s): To create a connection in ZohoRecruit: Go to Setup > Developer Space > Functions Create or Edit a function At the top of the IDE there will be a "Connections" link to click on. Click on...

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

Zoho Creator: Sendmail a list of attachmentshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-send-mail-a-list-of-attachments.html

20 July 2023 an email with Deluge which needs a dynamic number of files attached to it. Why? This came up during a call with another developer and it occurred to me that perhaps this isn't clearly documented. But there are tips found across the web just not...

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

Zoho Webhooks & Shopify API: Keep Disappearinghttp://mail.joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

22 April 2024 of Webhook event topics Shopify Dev - REST API - HTTPS webhook delivery Wikipedia - List of HTTP status codes Zoho CRM Developer Docs - Serverless Functions - Request and Response Object Joel Lipman - ZohoCRM & Xero Real-Time Invoices: Receive Webhook

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

Zoho Creator: Render to PDF with margins and page numbershttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

07 May 2024 than zero. Source(s): To convert Page to PDF - Used more for links to open the PDF renderer in a new tab. Zoho Creator - Developer Guide - Customize Layout of Exported Page

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

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

14 May 2024 of blame on the system manager believed to be assigning these manually. Source(s): Zoho Community - Zoho CRM - Zoho CRM Developer - Kaizen #36 - Tasks #API Some noteworthy notes from this source in case it disappears in the future: Subject (String):...

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

Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

06 August 2024 to enable it and copy the resulting URL to your clipboard Now login to ZohoSign In the left sidebar, go to > Settings > Developer Settings > Webhooks Copy and paste the URL and set the callback events (triggers) to "Completed by all" Now whenever a...

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

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

18 August 2025 format output v_OutputHtml = " Hullo World! "+v_Output+" "; return v_OutputHtml; } Source(s) Widgets in Zoho CRM Zoho CRM Developer > Community > Extension pointers - JS SDK Series #1: Learn how to invoke a REST API function from a widget using the...

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

Zoho People: Get Performance Records over APIhttp://mail.joellipman.com/articles/crm/zoho/zoho-people-get-performance-records-over-api.html

18 September 2025 "Goals") Note the label name in the top right: In our case, the form link name is P_Goals which doesn't feature under the developer space > Zoho People API... The Zoho People function to retrieve this data: /*...

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

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

09 October 2025 quote to the invoice within ZohoCRM. Set up the Client Script Login to ZohoCRM > Setup (cog icon next to profile photo) > Developer Hub > Client Script > New Script Give it a name, I'm calling mine Invoice TBC Give it a description. I said "Sets the...

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

MyALN.bournemouth.ac.ukhttp://mail.joellipman.com/component/content/article/myalnbournemouthacuk.html?catid=33

07 September 2010 MyALN is a web-project where the original developer ended their support for the site. I was called in to fix several underlying issues and integrate it into the university systems. The Additional Learning Needs team at Bournemouth University use their...

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