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 or monthly. Spent a while trying not to use code but here we are. Code is our friend. How? So we'll run a workflow that triggers on the creation of a lead and runs a function which will simultaneously create a task with a reminder both on popup and...

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

Zoho CRM REST API: Stop Workflow from Triggeringhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-rest-api-stop-workflow-from-triggering.html

16 June 2021 This is an article to show you how to use triggers but also how to stop them. We only found this an issue when using REST API v2.1 but also to show you how to configure triggers when using createRecord or updateRecord. Why? We had a Creator app updating...

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

Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttp://mail.joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

17 August 2022 and the Payment Date. Why? This was requested by a customer and the problem happened in that the workflow would simply not trigger when the invoice was paid. The customer had added 3 custom fields: Payment Method, Payment Date, and Last Four Digits....

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

Zoho CRM: Updating a CRM record Custom Line Items using API v7http://mail.joellipman.com/articles/crm/zoho/zoho-crm-updating-a-crm-record-using-api-v7.html

18 December 2024 Function: void automation.fn_Quotes_OnEdit(int p_QuoteID) Label: Fn - Quotes - On Edit Trigger: Used in a workflow when a quote is modified Purpose: Actions when a quote is modified Inputs: int p_QuoteID - the ID of the CRM Quote Record Outputs: void...

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

URL Alias uniqueness with PHP & MySQLhttp://mail.joellipman.com/articles/web-development/php/url-alias-uniqueness-with-php-mysql.html

06 May 2019 = preg_replace("#((\_){2})\\2+#", "$2", trim($v_Output, "_")); // returns a string return $v_Output; } and the MySQL is a trigger which executes before the record is inserted and increments the value of url_alias: DROP TRIGGER IF EXISTS...

• Type: Article
• Author: Joel Lipman
• Category: Personal Home Page
• Language: en-GB

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

22 April 2024 the mouse over it after creating the function so that you can enable the REST API endpoint of it. This will need to be triggered whenever there is an update to the order (especially when tracking details are changed on the order). /*...

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

ZohoCRM GetRelatedRecords INVALID_DATAhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-getrelatedrecords-invalid_data.html

30 January 2025 Function: string standalone.fn_Deal_UpdateRelatedToCancelled() Label: Fn - Customer Deals - Cancel Related Records Trigger: Standalone Purpose: For any deal which is cancelled, cancel its related sales orders. Inputs: - Outputs: - Date Created:...

• 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 loops from happening in Creator and crashing the application. This is more for complex Creator forms which have workflows triggered from many deltas/changes. Why? Some clients have referred to this as the "spinning circle of death": they load up a...

• 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 Sends ZohoSign template off to contact email Contact completes and signs the form via ZohoSign ZohoSign on completion triggers worklow from within ZohoCRM ZohoCRM webhook updates the tracking record (ZohoSign Document) and attaches the signed document...

• 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 Function: String fn_PushPerformanceToAnalytics(int p_RecordID) Label: Fn - Push Performance Data to Analytics Trigger: Workflow when an objective is created or edited. Purpose: Pushes the data and columns we need to Zoho Analytics to produce an...

• 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 Function: string standalone.fn_Analytics_ExportChart(int p_ContactID) Label: Fn - Analytics - Export Chart Trigger: Standalone / On-demand Purpose: Extracting a chart from Zoho Analytics Inputs: The CRM contact record Outputs: - Date Created: 2025-09-25...

• 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 CRM function, we'll convert it to a REST API function which will give us a URL and then we'll configure the Zoho Survey to trigger a webhook when submitted. Pre-Amble Just need a few fields on the CRM contact record to store the survey metadata Login to...

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

ZohoCRM & Xero: Function to pull most recent invoiceshttp://mail.joellipman.com/articles/crm/zoho/zohocrm-xero-function-to-pull-most-recent-invoices.html

09 October 2025 Function: string standalone.fn_Xero_GetInvoices() Label: Fn - Xero - Get Invoices Trigger: Standalone / On-Demand / Callable Purpose: Function to get the first page of most recent invoices from Xero and pull them into ZohoCRM Inputs: - Outputs: - Date...

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

ZohoCRM & Xero: Function to pull most recent quoteshttp://mail.joellipman.com/articles/crm/zoho/zohocrm-xero-function-to-pull-most-recent-quotes.html

13 October 2025 Function: string standalone.fn_Xero_MapTaxRates() Label: Fn - Xero - Map Tax Rates Trigger: Standalone / On-Demand Purpose: Function used to map Xero tax rates to Zoho ones Inputs: - Outputs: - Date Created: 2025-10-13 (Joel Lipman) - Initial release...

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

ZCRM Client Script: Correct Decimal Fields OnLoadhttp://mail.joellipman.com/articles/crm/zoho/zcrm-client-script-correct-decimal-fields-onload.html

13 December 2023 Function: - Label: Products - Correct Decimals Trigger: On Products Edit Page (Standard) > Page Event OnLoad Purpose: ZohoCRM only allows up to 6 decimals but some calculations are resulting in more than this which blocks users from saving a record...

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

A quick run through of setting up an export process in SITShttp://mail.joellipman.com/articles/web-development/xml/a-quick-run-through-of-setting-up-an-export-process-in-sits.html

21 August 2014 run all three monitors (DOT, EOT, TOT) last and after setting up all the pre-requisites in SITS first: What changes will trigger the event? Find the screen you know contains the field to monitor, in this example, it will be the Application Clearance and...

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

Joes Quicklist Weblinks (JQW) Downloadshttp://mail.joellipman.com/component/content/article/joes-quicklist-weblinks-jqw-downloads.html?catid=92

07 September 2015 Popup related parameters - Parameter: Hits Prefix Text in popup - Parameter: Date Prefix Text in popup - Parameter: Popup Trigger: Weblink Thumbnail or Text - Parameter: Description Font-size (Proportion to Title) - Enhancement: Optimized and reduced...

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

Minimal Privileges for MySQL Database Backup Cron Jobhttp://mail.joellipman.com/articles/linux/cpanel/minimal-privileges-for-mysql-database-backup-cron-job.html

20 March 2019 to the user doing the backup on the database I want a backup of: GRANT SELECT, LOCK TABLES, EVENT, INDEX, REFERENCES, TRIGGER, SHOW VIEW ON 'my_live_db'.* TO 'mybackupuser'@'localhost' IDENTIFIED BY 'mybackupuser'; Or via cPanel the following screenshot...

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

Zoho CRM: Update a custom field in line items / product details using REST API v2.1http://mail.joellipman.com/articles/crm/zoho/zoho-crm-update-a-custom-field-in-line-items-product-details.html

17 May 2021 m_Data = Map(); m_Data.put("data", l_RecordsToSend); // // this is REST API so by default all triggers run. Use an empty list to stop or prevent these from triggering. m_Data.put("trigger",[]); // // send via REST API v2.1 on EU datacenter...

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

Zoho Creator: Change Radio into Tabshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-change-radio-into-tabs.html

22 October 2021 form (the one your radio tabs group exists on) (Record Event) Run when a record is Created or Edited (Form Event) When to trigger workflow Load of the form Name the workflow, I'm calling mine OnLoad Add New Action > Deluge Script: And I add the...

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