Trouble with a custom function in Zoho Flow, API, invokeurl, Gmail, SMTP error
I am having trouble with a custom function in Zoho Flow, using invokeurl, with send_mail. Error: "message": "Connectivity issue occurred when sending mail via your SMTP server", I can get it to send just fine from one email, but not another. In other
Deluge in Zoho Services #2: Zoho Writer
Hello all, We hope you found the previous post in this series useful. In today's post, let's explore how Deluge works in Zoho Writer. Zoho Writer supports Deluge in the following three areas (workflows): Workflow 1 : Execute a Deluge function after a
Is there a way to automate adding Client Users to a Project?
I've been struggling to find a solution to this issue in these forums. Is there any way I can automate so that upon Project creation, Client Users are automatically associated from the CRM Contacts module?
Working with a Retainer Invoice in a custom function
I cannot find any documentation on fetching fields from retainer invoices with deluge. I have the retainer ID, I just need to use that to fetch two fields from the retainer: date of creation and the paid amount remaining on the retainer.
Pdf file upload
Hello everyone, I am trying to upload a pdf of an invoice into a file upload field and I keep getting the error that is it an invalid api call. If anyone could help telling my what i'm doing wrong that would be great. My code is below. Thanks. invoice_pdf
Zoho Writer Template filled in by form to create new Zoho Writer document , then using a function to share and send link to the new Writer document to an email address
Hi folks, We have set up Zoho Writer template that takes a user input from a form and then created a new Zoho Writer document into a folder. This is done by using the Zoho Writer automation feature for Forms, and under the heading: OUTPUT SETTINGS
Connecting to Zoho Desk API with PostMan
Do you have instructions for connecting to the Zoho Desk API in PostMan for testing? I only found instructions for other Zoho Products but would like some guidance to test out API calls and responses.
Automatic Scheduled Call
Hi PLease can someone Help, I have written a script that will automatically add a scheduled call on a trigger, hoever it keep sadding the scheduled call as a closed activity. I cant seem to find the error contactDetails = zoho.crm.getRecordById("Contacts",contactId);
How to iterate over all records?
I need to iterate over all records in a module (4,500). Is this still the best way: lst_iterator = {0,1,2,3, etc....}; { records = zoho.crm.getRecords(moduleName,iterator, 200); for each item in records { // Do something } }
Update Call Subject with Call result afer the call is completed
Hi I need to update the call Subject with the call result once i have completed the call. I have tried a few options but keep coming short.
Sending data from Zoho Projects to Zoho CRM
Dear community Hope you all are doing great! I'm opening this thread to understand how can I setup the following workflow between my Zoho Projects portal and my Zoho CRM portal: In my project, let's call it PROJECT X, I have new incoming bugs registers
Deluge in Zoho services #1: Zoho Mail
Hello everyone, We hope to present the various Zoho services that support Deluge through a series of posts. In today's post let us explore Deluge in Zoho Mail. Filters is the Zoho Mail feature that encompasses Deluge. When a Deluge function is associated
Pull Data from Zoho Books to Contacts Module in Zoho CRM
Hi, I've integrated my Zoho Books with Zoho CRM. For every contact that I have in my Zoho CRM, I wish to have the following three fields: 1. Total Sales 2. Total Receivable 3. Due Receivables (based on the Account the Contact belongs to) How should I
Help with zoho.crm.getRecords
Dear community, I have one question about a deluge function. I'm using the function zoho.crm.getRecords("Accounts", 0, 200, {"cvid": 3966036000418539959}); To return all the records from my custom view id 3966036000418539959. The issue I'm facing is
Books API error 3044: "email address can not be blank for contacts associated to recurring invoices"
Hi, I am having this issue but do not understand why. I get this error when I try to update contact in Books Example: params: {"JSONString":{"contact_name":"CUSTOMER NAME","currency_id":"xxxxxxxxx","phone":"11111111111","billing_address":{"address":"ppppppppppppp","state":"DDDDDDDDDDD","city":"cccccccccccccc","zip":"sssssss"},"contact_type":"customer","custom_fields":[{"api_name":"cf_rut","value":"111111111111111"},{"api_name":"cf_raz_n_social","value":"DDDDDDDDDDD"},{"api_name":"cf_c_digo_iso","value":null}],"contact_persons":[{"email":"mail@server.com"}]}}
File Attachment API does not return a value when there are no attachments
I need to know if a call to: https://www.zohoapis.com/crm/v2/{module_api_name}/{record_id}/Attachments has null results. It appears to return nothing, not even "null." Video explanation here: https://workdrive.zohoexternal.com/external/554971171ccf
Recent updates to built-in functions in Deluge
Hello everyone, Deluge offers more than 200 built-in functions for widely performed actions, like adding specified number of business days to a date, removing extra leading & trailing spaces in a text, and so on. You can refer to our help documents and
Extracting data out of XML in Deluge
Hi, I'm getting a data through API from GET function such as get_data = getUrl(" "); info get_data; This responds with: <DTDCREPLY xmlns="http://dtdc.com"> <CONSIGNMENT xmlns=""> <CNHEADER> <CNTRACK>true</CNTRACK> <FIELD name="strShipmentNo" value="T04525306"/>
Google Drive API integration - request body - invokeurl
Hi, I am accessing Google Drive API (documentation at https://developers.google.com/drive/api/v3/reference/files) through Zoho CRM. This is working fine, using commands like the following, which pull a Google Drive folder reference from the Contact, and returns a list of files inside that folder: gdriveURL = "https://www.googleapis.com/drive/v3/files"; mapParameters.put("q","'" + Contact.get("gdriveextension__Drive_Folder_ID") + "' in parents and (name contains 'foo' or name contains 'bar') and trashed
Deluge Script to update Custom Field in Product Details section of Quote record
Just wondering if anyone can provide insight on the Syntax required to access (update) custom field that have been created inside the Product Details section of a Quote or Purchase Order record? For example, we might have a Date/Time custom field In the
For each element, what is the good syntax?
Hello, I'm trying to use the for each element in Deluge in a custom function in Zoho CRM but I get error message no matter how I write the code. If I write like this: 20 for each x in notesinfo { 21 x.Parent_Id.id = contact_id; 22 x.$se_module = "SubContacts";
What is syntax for a compound JSON expression in search filter?
The JSON I need to search is Parent_Deal/id "Parent_Deal": { "name": "01 - Parent - ACX Jags-Warm Ups & Jersey", "id": "4776102000000379536" }, What is the syntax for that in this URL for an invokeurl? https://www.zohoapis.com/crm/v2/Potentials/search?criteria=( ??????????? :equals:"
What is the best way to develop in deluge?
Hello fellow developers, I want to ask all of you a question: What is the best way to develop with deluge in a daily basis? I mean. Most of the time I am making tests with functions and with real data, but when I am debugging, a lot of the times nonsense
Zoho Authtokens to be expired and its impact on Deluge
Hello everyone, We hope you are aware that we have stopped new authtoken generation throughout the Zoho suite. Following this, in order to thoroughly move to OAuth authentication, we are now intending to stop the working of existing Zoho authtokens. On
Function #41: Sync Associated Subforms!
Welcome back everyone! The last custom function showed how to update a Contact with Product details from it's Related list in Deals. This week, let's look at a function that lets you update subform records in two modules simultaneously when one of them is updated. Business scenario Let's look at how subform helps in an education institution that has deployed Zoho CRM. National Public School, Austin (made up, of course!) has set up Zoho CRM and it follows the same relationship pattern of "Students",
getJSON where parent field is not a field name
I've got data coming in to Creator from Zoho People in JSON format and want to extract specific values. However each record is identified by the individual's unique ID. For Example: { "response": { "result": [ {
Converting epoch to date string
Hi, I've been working on Flow and getting jobs from orchestly lately. I had big trouble (and time) for the conversion, but found out the way to go ! This is not so obvious. 1. fetch a job from Orchestly, and get the JSON as returned data. 2. create a
Need someone to train me in Deluge
Dear developer community, I'm a Zoho partner from Croatia and am interested in learning Deluge. At the moment I have really basic Deluge knowledge gained through self-learning. Zoho training team doesn't offer online training in Deluge at the moment. The only option they have are on-site trainings which don't happen very often and are never held in my country (which means extra travel cost for me). If you provide 1-on-1 Deluge training online please feel free to reach out to me. I'd be happy to discuss
Moving a subform lookup to another subform lookup
Hello, i need help to pull data from one field into another. Module - opportunity 1.So in example below - attached = Pull data from - Builds subform - if Quote/Estimate/Invoice check box is checked (add to) or unchecked (Remove from) the products
Need help with COQL date operators
How do I use a variable in the SELECT statement to compare a field value to a date variable Renewal_Date is a CRM date-time data type. This generates a data-type error: aDate = today; "{\"select_query\" : \"select Last_Name, First_Name from Contacts where
SearchRecords Search Limit?
Hi, I'm trying to clarify how many records the deluge searchrecords function will search through. I expect a return of 10 or 20 but need to search all 8000+ records. Is that possible? Thanks
ifNull and isNull analyze differently
There is a problem where isNull analyzes "" as true, and ifNull analyzes "" as false. Very frustrating considering that there is no support calling your own custom functions. I would right my own corrected version of this function except you have to go
Zoho oAuth Connection not working
So my Zoho to Zoho app connections have stopped working. They have become "disconnected", anytime I try and authenticate them they work for a couple of seconds and then "disconnect" again. Support suggested I create a new connection and edit every function
Deluge: changing type of file from .xslx to .xslm
Hello, I am creating an excel merge by sending Zoho CRM data to Formstack Documents (formerly Webmerge) through API. The document created is .xslx, as Webmerge does not allow to generate .xlsm templates. I was wodnering if it would be possible to cnover
{"code":2930,"message":"Error Occurred. We are sorry for the inconvenience."}
Hello, Im trying to update my conections with Zoho Creator from V1 to the new. I have a simple update getRecords and updateRecord, but both are giving the same error: {"code":2930,"message":"Error Occurred. We are sorry for the inconvenience."} The code is this way: searchB = zoho.creator.getRecords("roboplan","planeamento-plano-b","Tasks_Report",criteriaB,1,200,"creator"); And creatorB = zoho.creator.updateRecord("roboplan","planeamento-plano-b","Tasks",creatorid,rowDataB,empty,"creator"); I've
Deluge's Encoding and Encryption functions
Hello everyone, In this post, let us discuss the encryption functions available in Deluge. Deluge supports a set of built-in functions to encode, decode, encrypt, and decrypt your data using various encryption standards. Function Description Applicable services zoho.encryption.base64Encode Encodes text data to base 64 format All services zoho.encryption.base64Decode Decodes the text encoded in base 64 format All services zoho.encryption.base64DecodeToFile Decodes the text encoded in base 64 format
Extract first and last name
I am trying to build a custom function in Flow, when a new Zoho Booking is added I want to split the Name field into first last name. I understand the function needs to be a string and this works but I am unsure how to write this in the flow script. result = first_name.getPrefix(" "); info result; I also assume to then create the last name Ill use the same but getSufix Any help greatly appreciated. :-)
Deluge upcoming update: Creator V2 integration tasks
Hello everyone, As you are already aware, Zoho Creator V2 APIs were introduced recently. We are now geared up to roll out five new Zoho Creator integration tasks that are based on the V2 APIs in three weeks. Once these tasks are live: The existing Creator V1 integration tasks will continue to work until the Zoho V1 APIs reach their end of life on February 3rd, 2021. Until then, the V1 integration tasks will be marked as deprecated, i.e., these tasks will be struck and grayed out in the Deluge editor.
Updating customer shipping address via Zoho Inventory API
My client is looking to add a functionality that will allow Zoho inventory to automatically update the City, State and Country fields on a customer record based on a zip code that they've entered. For example - if they enter 92705 as a zip code (US zipe code) the system will automatically update the following: City: Santa Ana, State: California, Country: United States I was able to write a custom function that looks at the customer record, and calls the google maps API to retrieve the City, State
Getting error on call a webhook in Zoho Flow from deluge.
I with to trigger a Zoho Flow via a webhook trigger by invoking a URL from deluge. The Zoho Flow is all set up and running smoothly - but I keep getting an effort with invoking the URL via deluge (which is running as a function with Zoho Sales IQ Bot - Zia Skills. Following is my deluge code (keys randomized, of course) // create an API to create an inquiry process request to Zoho Flow urlCall = "https://flow.zoho.com/123456791012345/flow/webhook/incoming"; urlparams = Map(); urlparams.put("zapikey","243123412.123412341234214332142134213412421435144235");
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