Kaizen #160: Automating ZDK CLI commands using shell scripting

Kaizen #160: Automating ZDK CLI commands using shell scripting


Hello everyone,
Welcome back to Kaizen.  ZDK CLI's command-line nature allows you to easily incorporate it within a shell script, to achieve any custom action that you want to execute.  It allows you to execute multiple ZDK CLI commands seamlessly, enhancing productivity.

In this week's Kaizen post, we will discuss a shell script designed to automate the process of pushing locally modified metadata to our CRM environment. Before executing the push operation, ensure that the local metadata is up-to-date and conflicts (same file has been modified in both the local ZDK environment and the remote UI environment) are resolved. To achieve this, we will perform the following steps for files in conflict where manual intervention is required:
  • Retrieve the latest metadata from Zoho CRM to our local environment using zdk org:pull command
  • Address conflicts that may arise during the pull operation using zdk org:pull:resolve command 
  • Update our local directory with the newly pulled file using zdk org:pull:update command
  • Push changes from your local environment to the CRM using zdk org:push command
  • Update local directory and check status of push command using zdk org:push:result command
This script automates the sequential execution of these commands.

Prerequisites
  • ZDK CLI Version 1.0.2-beta
To update ZDK CLI, execute the following command in your terminal


  npm install -g @zohocrm/zdk-cli


This will initiate the installation process for the latest version.

Crafting the Shell Script

 
1.Create a new shell script file zdk_automation.sh in your ZDK project's root directory.
#!/bin/bash
touch stdout.txt
#This script is used to automate ZDK CLI conflict resolve flow
conflict_flag=false
# Clear stdout.txt at the start
> stdout.txt
#Step 1: Initial Push Command
echo "====Start of the script ====" >> stdout.txt
echo "**Executing the initial zdk org:push -j" >> stdout.txt
json_content=$(zdk org:push -j)
echo "Output  $json_content" >> stdout.txt
next_command=$(echo "$json_content" | jq -r '.next_command_sequence // empty')
echo "next_command after initial push  is $next_command">> stdout.txt
# Check if the JSON is valid
if echo "$json_content" | jq empty 2>/dev/null; then
#Step 2: Conflict Detection
    message=$(echo "$json_content" | jq -r '.message')
    echo "message: $message" >>stdout.txt
    if [[ "$message" == *"Merge Conflicts!"* ]]; then
        #Step 3: Resolving Conflicts
        conflict_flag=true
        # Pull changes to the local repository and store the output in a variable
        echo "**Executing zdk org:pull -j" >> stdout.txt
        json_content=$(zdk org:pull -j)
        echo "Output  $json_content" >> stdout.txt
        if echo "$json_content" | jq empty 2>/dev/null; then
            message=$(echo "$json_content" | jq -r '.result')
            echo "message $message" >>stdout.txt
            IFS=$'\n' read -r -d '' -a filenames <<< "$message"
            # Iterate over each filename and execute the resolve command
            for filename in "${filenames[@]}"; do
                echo "**Executing zdk org:pull:resolve for $filename" >> stdout.txt
                # Executing zdk org:pull:resolve 
                json_content=$(zdk org:pull:resolve -f "$filename" -j)
                echo "Output  $json_content" >> stdout.txt
            done
            echo "***Executing zdk org:pull:update" >> stdout.txt
            json_content=$(zdk org:pull:update -j)
            echo "Output  $json_content" >> stdout.txt
        fi
    fi
fi
#Step 4: Second Push Attempt after conflict
if [ "$conflict_flag" = true ]; then
# Push changes to the org and store the output in a variable again
echo "***Executing: zdk org:push -j after conflict resolution" >> stdout.txt
json_content=$(zdk org:push -j)
echo "Output  $json_content" >> stdout.txt
# Extract the line containing "next_command_sequence" from the push output
next_command=$(echo "$json_content" | jq -r '.next_command_sequence')
echo "Next command $next_command " >> stdout.txt
fi
#Step 5: Push result command
# Execute the next command if it exists
counter=0  # Initialize a counter
if [ -n "$next_command" ]; then
    while true; do
    # Execute the command stored in next_command and capture the output
    echo "***Executing: $next_command -j"  >> stdout.txt
    output=$(eval "$next_command -j")
    echo "Output $output" >>stdout.txt
    # Check if the output contains "Process in progress"
    if echo "$output" | grep -q "Process in progress"; then
        echo "Push process in progress. Waiting for 5 seconds..."  >> stdout.txt
        sleep 5  # Wait for 5 seconds
    else
        # If not found, break the loop and handle the output
        echo "Command executed successfully or completed."  >> stdout.txt
        break
    fi
     # Increment the counter
    counter=$((counter + 1))

    # Break the loop after 10 iterations
    if [ "$counter" -ge 10 ]; then
        echo "Maximum number of attempts(10) reached. Exiting the loop." >> stdout.txt
        echo "Try executing $next_command after some time" >> stdout.txt
        break
    fi
done
fi

Explanation of the script

Step 1: Initial Push Command
  • The script starts by executing the zdk org:push -j command. 
  • The commands executed using -j option ensures that the output is in a machine-readable JSON format, which facilitates easier parsing and processing.
  • The conflict_flag is set to false.
Step 2: Conflict Detection
  • The script checks the output for any merge conflicts. 
  • If conflicts are detected, it executes the zdk org:pull -j  command to retrieve the latest changes from the organization. The conflict_flag is set to true.
  • If conflicts are not present, the script proceeds to Step 5: Executing the push:result command.
Step 3: Resolving Conflicts
  • If conflicts are present, the script extracts a list of filenames associated with these conflicts. 
  • It iterates through this list and executes the zdk org:pull:resolve -j command for each filename, allowing for manual resolution of conflicts as needed. 
  • This opens a three-way editor in the browser where the conflicts can be resolved.
Step 4: Second Push Attempt after conflict
  • Once all conflicts are resolved, the script attempts to push any changes back to Zoho CRM by executing the zdk org:push -j command. 
Step 5: Executing push:result command 
  • This command should be followed by zdk org:push:result --jobid {id} command (indicated by a next_command_sequence) which displays the result of the push process with the mentioned job id and updates the local directory. 
  • During this process, if the result is shown as "Process in progress", a subsequent push:result command is required. In this case, the script waits for five seconds before trying again to ensure that operations complete successfully. 

2.Make the script executable
chmod +x zdk_automation.sh

3.Run your script
./zdk_automation.sh & tail -f stdout.txt

Logging ActionsAll actions taken by the script are logged in stdout.txt. This serves as a record for later reference and troubleshooting.







Using ZDK CLI with shell script ensures that your ZDK CLI operations are automated daily, minimizing manual intervention while effectively managing conflicts. 
Notes
For the current beta release, ZDK CLI is exclusively available for Sandbox environment and is not operational in Production environments. 

We hope you found this post useful. We will meet you next week with another interesting topic!
If you have any questions, let us know in the comment section.

Happy Exploring!


    • Recent Topics

    • Team Feeds Improvements

      Team Feeds needs to show a feed of every action within the department. Currently it seems that the feed will only show a ticket that I've personally commented on or interacted with/followed. A feed should be that, a feed. As a manager I would like to
    • Better Security, Better User Experience | Help Center Update | June'25

      As part of our commitment to enhancing user experience and security, we are happy to announce updates to our authentication mechanism. This update introduces several key enhancements designed to improve the password recovery process and streamline the
    • Upload Logo to Account Page

      It would be nice to set a logo for an Account
    • View Agent Collision on Ticket List Page

      It would be nice from the ticket listing page (views) to see what agents are working on what tickets rather than having to click into each ticket throughout the day to see what agents are working on what tickets. This functionality would also be desired
    • Restrict user from viewing the detail standard view

      Is there any way to restrict a user(it can be user-field-based) from viewing the detail standard view? Basically, I have created a canvas detailed view so that on some conditions I can hide some data from the users but the standard view client script
    • Upload Picture to Contact

      It would be nice to upload a profile picture to a contact.
    • Allowing Pictures for Client Contacts

      Do you have any plans to allow us to add pictures of our client contacts? There is a silhouette of a person there now, but no way that I can see where I can actually add a picture of the individual.
    • Paid Support Plans with Automated Billing

      We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The
    • Agent name Alias

      I am seeing that Full name of my staffs are written on every ticket response which is not good for some reasons. It is possible to user like this: Manny P. (First Name with Last Name's First Letter) or  Manny (First Name) This is want we want to show
    • Unable to add attachments to tickets through Desk API

      I able to use the Desk API to generate tickets. However when I try to use the tickets/{ticketId}/attachments endpoint, I always get an Unauthorized error. My app has Desk.Tickets.ALL included in its scope so this should not be an issue
    • What's wrong with this COQL?

      What's wrong with this COQL? Code returns "invalid operator found". SELECT id, Name, Stage, Account, Created_Time, Tag FROM Production_Orders WHERE (Account = '4356038000072566002' AND Stage NOT LIKE '%customer%') ORDER BY Created_Time DESC LIMIT 200
    • [Feature Request] Add support for internationalized top-level domains mail hosting

      This is an important request to add support for internationalized domains mail hosting to https://www.zoho.com/mail/ In this case, that is only limited to domain name/mail address however currently it's already possible for us send mails etc using below
    • Add Enable/Disable to Field Rules and other Rules

      Hi, Sometimes I have rules setup for fields, and until I want to enable them for use, I can set the fields to Hidden but rules still show them, today you have to delete rules and then recreate them again, would be nice to have a toggle for Enabled/Disabled
    • Syncing stuck for days

      Hello when I made an account a few days ago and synced all my notes to it, it is still syncing. My app is only 400mb so I do not know why it is taking so long. Please help
    • Workflow runs on every edit despite not ticking the field repeat this workflow whenever a parent is edited.....

      Hi, It is my understanding that this workflow should only trigger once. Why is this triggering on every edit of the field? Based on another support query - directly from Zoho, If i tick the box 'repeat this workflow whenever a parent is edited' it should
    • How do you add or update tags on Zoho CRM records via n8n? (Workarounds or best practices?)

      Hi all, I’m running into some limitations with the Zoho CRM node in n8n and was wondering how others have handled this: From what I see, the standard Zoho CRM node in n8n doesn’t allow you to add or update tags when creating or updating contacts/leads.
    • API PARAMETER FOR TICKET CLOSED TIME

      Hi, Is there a parameter for filtering tickets by closed time in zoho api, i can see closed time in the API response i get, but can't get tickets by that field while calling. Regards, Anvin Alias
    • Reply to email addresses wrong.

      I have setup my Zoho mail account using my main domain and I also have an Alias setup from a different domain. In Settings - Mail - Compose I have selected to the option "For replies, send using The same email address to which the email was sent to".
    • Audio/video quality issues with Zoho Meeting – Any roadmap for improvement?

      Hi Zoho Team, We’ve been using Zoho Meeting for both internal and external meetings, and unfortunately, the experience has been consistently poor. The video and audio quality are so unreliable that it often renders meetings ineffective—especially with
    • Meeting integration with Otter.ai

      Would love for an integration with an AI transcription service like Otter.ai to be integrated with Zoho Meeting. Thanks
    • How to close/delete a free creator account?

      I have a free zoho creator account associated with my email address that is not being used.  I want to become a user of another paid zoho creator account but I can not associate with the paid account with the same email.  I assume if I can close or delete the free account I will be able to use the paid account. I have emailed support but no response. Suggestions?
    • Zoho books and zapier causes Invalid data provided

      I have been using zoho books with zapier for over 2 years now, everything was working fine. On September 13th my zaps stopped working. Now on step create sales invoice in zoho books i get an error: Failed to create a create_invoice_v2 in Zoho Books The
    • CRM report

      Is it possible to pull a contacts report that also includes the company industry, as well as the company name? I’m having trouble combining company and contact fields – any help is appreciated. Thank you, Sam
    • Early Payment Discount customize Text

      Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html
    • Enhancements to Client script?

      Hi Zoho CRM, I've been extensively using Client Scripts to enhance our Deal form experience, particularly for real time validations and auto updating fields based on specific logic. However, I've encountered a challenge regarding permission boundaries.
    • Add views to new CRM UI navigation + Unlimited Webtabs

      Zoho CRM is so close now to being the ultimate business application with the new UI, as soon as this one feature is added. This is probably where Zoho is headed but if it's not I want to BEG for this to be incorporated. What we need is to be able to put
    • E-Mail Distribution List

      How do I create an e-mail distribution list in Zoho Mail?
    • Custom "create meeting" button with more functionality than Zoho currently has?

      I'm looking for a little help/direction in how to do this. Even just some general high level pointers on how this might be able to be done. The current Zoho Meeting Activity functionality is not ideal for my org's workflow. I'd like to try and create
    • Error Code 4: Invalid value passed for JSONString

      Okay, I want to start by saying I know I'm a terrible scripter, so sorry if this is a dumb mistake. I just can't figure it out, even with LLM help. Here's my code: // --- Input Variables --- customer_id = salesorder.get("customer_id"); so_id = salesorder.get("salesorder_id");
    • Organizing contacts/members by company

      I work for a membership organization (representing businesses) and am trying to use Zoho CRM more effectively for managing the points of contact for our members. Currently, our members are listed in our CRM by the primary point of contact's name, but
    • Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.

      I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some larger
    • Unable to search in Zoho Email

      I've started using Zoho Email (free version) recently and realized that it doesn't have email search functionality. Am I missing anything here? I've gone through the Zoho tutorial which does show the search bar on the right top of the Zoho UI. But in
    • Response Time Report

      From data to decisions: A deep dive into ticketing system reports Every organization that interacts with its customers should have an established timeframe for how soon an agent is expected to send the first response and any reply to any follow-up messages.
    • Problem : Auto redirect from zoho flow to zoho creator

      Hi there, I've been waiting for zoho team to get back on this for last couple of days. Anyone else have the problem to access zoho flow? everytime I click on zoho flow it redirects me to zoho creator. I tried incognito mode but it still direct me to zoho
    • Zoho - Outlook plugin

      Does anyone know if there is a way to modify the autofill in the Zoho plugin in outlook? When we create a contact, it enters the correct email address and name, but then pulls information from our own signature line to add phone number, address, etc.
    • Threaded conversations for emails sent via automation

      Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages during
    • Zoho Books - Sales Person Information

      Hi Team, On Invoices, Quotes, etc... I can include the Sales Person, but it only shows their name and not their email or phone number. It would be great to have place on invoice templates where we can manage what sales person information should be shows
    • Offline working in Zoho Creator portal

      Zoho's help says that offline working is only available in the Creator mobile app and not in the portal app. But I can see offline options in the portal app too and it seems to work when I test it. My portal users are often in areas where there is poor
    • Fetch Records using Dynamic Criteria

      Hi,  I have a form that builds a filter based on user input.  I need to fetch the records based on dynamic criteria.  How would I accomplish this as there is no eval function? For example: desiredRecord = Form1[dynamicCriteria];
    • Url filter Report date (pivot chart)

      Hello. Is it possible to filter the data in pivot char using parameters in the url? I'm trying but I should not doing very well. Something like: https://creator.zoho.com/.../....../#Report:MyPivotChartReport?MyDate=01-Jan-2012;31-Jun-2012;MyDate_op=58 Saludos
    • Next Page