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 Function: void fn_Leads_FollowUpNonConverted(Int 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...

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

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

02 July 2024 Function: void Check_DataSources_Sync_to_ZohoAnalytics () 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...

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

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

09 July 2024 Function: Map Related_Purchase_Orders( Map salesorder , 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...

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

Zoho CRM: Remove Duplicate Product Recordshttp://mail.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: *

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 Function: string standalone.fn_Accounts_GetCreditSafe(string 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...

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

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

25 September 2025 least it lets me synchronize every hour. Then I'll write the SQL queries to get the individual responses into a table with labels and columns that can help me group them (and identify which responses belong to which survey attempts). Then I'll write the...

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

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

01 October 2025 Function: string standalone.fn_SubmitSuspectSurvey_Webhook(String 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...

• 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 Next the Script /* ******************************************************************************* Function: Invoice TBC Label: Invoice TBC Page Details Category Module Page Create Page (Standard) Module Invoices Layout Standard Event Details Event...

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

SITS: XET format for Export not availablehttp://mail.joellipman.com/articles/web-development/xml/sits-xet-format-for-export-not-available.html

08 August 2014 see what the resulting XML will look like so that my post-staging phase can be developed as it will know what the data and label fields look like. How? I had this in my training environment but not in my development environment. I had to create a Data...

• Type: Article
• Author: Joel Lipman
• Category: Extensible Markup Language
• Language: *