I'm trying to figure out how to query the Zoho Books API to get all of the invoices that have been assigned to a particular contact/customer. So far I'm not finding the documentation, but there has to be a way right? When customers login to the portal they can see their invoices, so it would make sense that I can get that information somehow.
Bonus points if I can also link that customer back to a Zoho CRM contact.
I'm basically building a simplified portal that shows the customer some CRM data as well as any outstanding invoices they have in Zoho Books.
To retrieve list of invoices, you have to pass customer_id in the Invoice List (/api/v3/invoices?customer_id={customer_id}) API.
If you have enabled Zoho CRM integration and whenever you create contacts in Zoho Books, it automatically sync with Zoho CRM. You can get the zcrm_account_id and zcrm_contact_id in Customers APIs and zcrm_potential_id and zcrm_potential_name in the Invoice APIs respectively.
Related
I need to create a new Opportunity from the Dynamics CRM Partner Portal via a custom button. The company sells software with a server that holds license details from each customer. On the Customer page I have a link that links to a new page that shows the license details for the Customer (fetched from the License Server via REST). I now need to use this licence details and create a new Opportunity for the Customer via the Portal.
The above image is the OOB Customer entity form with an added link to view licence.
From the next image an Opportunity should be created with Opportunity Products as specified on the page. A01, A03 etc.
I am using MS Dynamics v8.2
Adding my 2 cents,
I think you cannot directly call Post calls as of now to CRM API.
Link stating same.
If you can tweak your process slightly a bit.
create a form or something and on save of record, fire workflow in crm which can be custom workflow and that custom workflow will take care of creating/updating opportunity with products.
Here is an article giving some Idea.
Not too long ago Payment gateways allowed you to create customer profile accounts and store their credit card info with the gateway and use the returned customer id to make future purchases with ease.
I am trying to do this with Laravel cashier and Braintree. I followed the docs here https://laravel.com/docs/5.5/billing#braintree-configuration and it set up fine. I am able to do one time charges and subscriptions.
Is there a way to store the customers credit card info on Braintree ( Vault? ) and retrieve it using their customer id everytime they want to buy something?
I can retrieve the Payment Nonce but that seems to be for a one time use.
Since the Laravel Cashier API wrapper provides the ability to create subscriptions within Braintree, it is certainly creating customers with saved payment methods prior to creating the subscriptions, since that is a Braintree requirement.
The Laravel Cashier docs don't show a standalone customer create call, so you may need to use the Braintree Customer Create API Call.
We have built an integration with Google Classroom. The get on the user profile returns an id, email, and name for the students given a teacher account.
However, that ID doesn't match up with the school's student management system (the one the school used to get the students into Google Classroom).
I am trying to find out if the school is doing something wrong, or if Google simply doesn't pass this information through.
Presently i am working on Google Classroom API to integrate Google Classroom to my .net web application.I am able to store courses details,teachers and students in each course in my SQL server database but i am unable to store Assignment and assessments related data given by teacher and students marks and no.of students did assignments in time in my Database.How can i achieve this
Your small answer will help us a a lot
The Google Classroom API currently doesn't provide access to assignment data. You can follow feature request #3887 to get updated when this feature is added.
We are using a tool to integrate our financial software with Magento.
Does anyone know a way to write and read the Customer Group Prices with API v2?
Each customer has a different agreed price for products in Dynamics GP and we need to match this price in Magento.
This way, when a Customer logs into the Magento site, their agreed price will be displayed in all simple products.