How to trigger a workflow when a comment will be add on zoho books portal
How to trigger a workflow inside Zoho books when a comment will be add on the Zoho books portal. Thanks & Regards Piyush Goyal
Automated notifications on Shipment to Customer
Need an option in zoho inventory or books for sending automated notifications to customer about the shipped order.
Unable to update a ZohoBooks contact via the API
The ZohoBooks API as documented at https://www.zoho.com/books/api/v3/contacts/#update-a-contact appears to have a bug. Updating certain users always results in this error: code: 3087 message: Cannot delete contact person as it is linked to Zoho CRM Contact.
Get Timesheets with method "zoho.books.getRecords"
Hello Can i get records with deluge Data = zoho.books.getRecords("timeentries",758916360); info Data; Like this? Thanks
Verify email for FROM caluse in Deluge script
Hi! I'm trying to use the SendEmail function with Deluge Script in a Custom Function. I want to put a custom email address in the FROM clause. I've read that it has to be verified but I can't find the way in Zoho Books. We are already using the email
Running Workflow when record Created or Edited using Custom Function
How can we enable triggering the workflows of we create or update a record ( invoice, estimation, etc.. ) from a custom function, in CRM this is applicable using wfTrigger=true, but in Zoho Books we can't do the same
How do i create a credit note from an invoice using the api?
I have been able to create a credit note using the API and have the Invoice# field filled in, however I am still able to create an extra credit note for the same item from the original invoice. I want to be able to create a credit note on an invoice that
Zoho books API key
Hi, I am building a silent integration between Zoho books and an external WMS system and I need to be able to pull and push data to/out of Zoho. This is a background process that has no UI and runs in the background, I can prime it with some settings
Editing a sales Order / Invoices with Deluge Script
Hello, In Books, I have Sales Order (draft) that I need to update. Depending of some parameters, I need to update the description of each line items. I wrote a simple deluge script for test purposes first. I can read the sales order and all line items
How to call one Books custom function from another Books custom function?
How to call one Books custom function from another Books custom function?
Zoho books Integration API related queries
1. When we are doing first time sync we only wish to bring only outstanding Invoices from invoices api. Which filter should we pass in API to achieve the same? In subsequent syncs we want to get new outstanding and newly closed invoices. 2. In first time
Does Auth api call in Zoho books api integration needs to be location based?
Hi Team, Recently we completed the development of api integration of our app with Zoho books api. While testing and onboarding our customers we observed that the auth call did not return back the correct account from zoho. The auth call is made by forming
Books API error code 110846
We started receiving the following error when trying to create new sales orders with shipping charges using the api: "code":110846, "message":"Please mention any Shipping/miscellaneous charges as additional line items.” Where did this error come from?
Is it possible to call a CRM standalone function from within Books?
Is it possible to call a CRM standalone function from within Books? What is the syntax?
How to Insert my data using the POST method in the External API URL?
How to Insert my data using the POST method in the External API URL?
How to trigger an automation when an invoice is created?
Hello, My Zoho Projects is integrated with Zoho Books, and I want to trigger a custom function/automation whenever an invoice is created that's associated with a project. I would think you'd be able to start this whenever an invoice is created in Projects,
Trouble with custom function in zoho books
I am trying to use the below custom function, when retrieving "sub_total" it keeps returning "emtpy" however it works with "total" but I want to retrieve the sub total of the estimate. crmpotid = estimate.get("zcrm_potential_id"); total = 0.0; relest
Finding contact via email not working
Do you still offer support for the Zohobooks API? Or is it now an old un-supported software? Just asking, because there seems to be some conflicts in your API docs. According to https://www.zoho.com/books/api/v3/contacts/#list-contacts you should be able
Getting Reminder Fail Notification No contacts for the customer
Hello Team If you facing the Issue with Reminder Email Like "No contacts for the customer" , so there is the solution above of this By the API or Custom or Dynamic Here. Answer:- we are getting this email because there is No Email has been sent for the
Bug in Create an Estimate API
Just in case the ZohoBooks API is still supported: Using the API for 'Create an Estimate', as documented at https://www.zoho.com/books/api/v3/estimates/#create-an-estimate , often results in the undocumented error code 1002: Statement of Accounts does
Woocommerce/Amazon/etc to Zoho Books automatic invoicing system
Hi Guys, Because we had specific needs, we build a specific software. Our company is growing a lot and we were facing a huge problem about WooCommerce synchronisation for order and invoicing. We build an online software able to sync all your order from
Get ZOHO Books Payment Terms by the API
Hello Everyone is there any way in zoho books we get all the Payment Terms List by the API Call. I am also sharing the snapshot which help you to understand the query. if someone knows how we can get this please provide your valuable comment. Thank You
Where is the technical documentation for setting up webhooks?
Hi, I want to setup some webhooks from ZohoBooks to my server. Where can I find the technical documentation for webhooks? I need details like, What is the expected response to mark a webhook as success? Threshold response time before ZB marks a webhook
invokeurl marinetraffic
Hello friends. I can't find the error in this call, and it returns "null". Does anyone know what could be happening? I have tried the call writing it by hand and it works perfect. Obviously XXX to not expose the API key. // API key for PS07 Single Vessel
"message": "You are not authorized to perform this operation"
Hi, I am adding customers and invoices through Zoho books API. Contacts are adding successfully but when I am generating an invoice it's giving a "message": "You are not authorized to perform this operation". I also added scopes of invoices to generate
Custom Function in Invoices for a Feild
Hi Everyone, Can someone please help me the function code to update the custom field (cf_delivery_date) value of the invoice using a button. After clicking button custom field should updated with the current date. Rregards, Sirish
Add image to item via API
Hi, trying to add image to item via the API....this is not detailed in the Zoho Books api...Here's what I've got: <? $url = 'https://books.zoho.com/api/v3/items/{ITEM-ID}/image'; $data = array( 'authtoken' => '{AUTH-TOKEN}', 'organization_id' => '{ORGANIZATION-ID}',
Add Data In ZOHO Books Custom Module
Hello All, So there is the Map of Create new record in custom module of ZOHO Books. Updatemap = Ma(); Updatemap.put("Field_API_NAME",Value); Updatemap.put("Field_API_NAME",Value); Updatemap.put("Field_API_NAME",Value); resvp = zoho.books.createRecord(<module_name>,
How to disable auto send "Thank You" email when created Payment Received using custom function?
Hi all, I using custom function to create a Payment Received record to Zoho Books from Zoho CRM. My problem is after completed Payment Received the system will auto send a "Thank you" email to customer right away. Is there any way to turn off this function?
Value is empty and 'isEmpty' function cannot be applied
Hello, I am having a very strange error in my custom function with Deluge. It is a function that creates. invoices automatically every Friday if the sales order is shipped. I added a verification to know if the customer has credit notes actives. If the
Creating Estimate through API is not working right with Avalara Integration
I am creating a custom function in Zoho CRM that generates an Estimate in Books for the customer in based off of information in a custom CRM module related to the customer in CRM. I am running into two issues and they both are related to properly obtaining
Changing "CREDENTIALS OF LOGIN USER?" of current connection
Hi, Our partner set up custom function scripts based on a connection which has CREDENTIALS OF LOGIN USER? Yes So the scripts run only on entities created by them. Is there a way to change it? Rather than create a new one and change all the scripts?
Send pdf to shared resource using Zoho Deluge
I'm getting attached pdf to invoice in Zoho books. I will use GET request (using invokeUrl or postUrl functions). I'm getting result already in Postman: https://gyazo.com/e3a74ff1e5051928ddb162c0e01dbdd8 I'm getting content of Pdf in bin format. But I'm
WHMCS invoices to Zoho Books
Anyone here know of an easy way to transfer my WHMCS invoices to Zoho books. Have there been any integrations built or alternatively what is the most efficient way to do this manually? ANy help will be appriciated.
Bulk Updation of invoices for approval
Guys you need to put the following options in Zoho. 1) Bulk Approval. I have 42 invoices for approval. I need an option where I can approve all the invoice pending for approval at once. It just too much waste of time. Please start working on the changes
Invoice Get Record Error Message - Code 57
Hi everyone, Running into an issue where running below code in Zoho Books Custom function gives me following error. Would greatly appreciate if anyone can explain and help me resolve the issue Purpose of the function Grab other invoices currently open
How to access custom fields of invoices using Zoho Deluge?
I'm trying to access the custom fields of my invoices and I'm getting the following error: Any ideas on how to solve this? Website
Searcing for sale price for each old customers again and again
Hi, I need to look for old prices again and again for old customers. how do I know at what price I billed a particular item to repeat customers? Going to transaction each time is too time consuming. also we cannot have fixed price list as our prices to
Need Credit note Attachment api
I am exploring zoho api. on api portal https://www.zoho.com/books/api/v3/credit-notes/#overview But I am struggling to find a Credit Note Attachment Api. We need to send Attachment with Credit note. Can you please share the credit note attachment api
Wie lautet der API-Feldname für das Feld "Betreff" (Subject) in Angeboten?
In der API Dokumentation habe ich es nicht gefunden.
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