Unable to write GCLID via UPSERT API call
We are trying to add the Google Adwords integration to our existing custom web forms, which requires us to write the GCLID value to the Leads we create. All of our webforms use Zoho's UPSERT API, but it does not seem like this API is capable of writing
can I possible get the deal owner name in converted leads record?
Hi, can I possible get the deal owner name in converted leads record? I need to access the deal owner of converted leads using Restful API, but I confused how to get the appropriate field regarding this
Is Client Script IDE not working now?
I'm only seeing the "loading" progress UI now when I want to access the Client Script code I had made a few days ago. See attached screenshot. Is the IDE down?
Newbie!! SOAP API Responses???
So I am a newbie to ZOHO but I've learned alot. I am working on a API request using functions to a third party to create an account on their system by pressing a button in the contacts section of the CRM. It works. But I want to see the responses. How
OAuth Scope for fetching data from Custom Related List
Hi. I'm trying to fetch record related data from custom related list (a function) using Zoho API as described here https://www.zoho.com/crm/developer/docs/api/v7/get-related-records.html My request: GET /crm/v6/Campaigns/my_campaign_id/Members Members
Kaizen #150 : Track and Monitor Activities in Zoho CRM using the Export Audit Log API
Hello all! Welcome back to another post in our Kaizen series. This post details how to back up and track history of actions, such as those performed on a module (example: Leads), track actions performed by specific CRM users, and filter entries within
Zoho CRM's V7 APIs are here!
Hello Everyone! We hope you are having a fantastic time and are ready for some exciting news! We are thrilled to announce the release of Zoho CRM’s V7 APIs, packed with powerful new features designed to elevate your CRM experience. Here’s what’s new in
How to add a custom field to specific section via restfull API
Hello there, I wonder if there is a way to add a custom field to specific section, e.g. Add to calls module's Outcome Of Outgoing Call section, is there a property like "section_id" or others? Thanks
How to programmatically set a reminder schedule for a Task on the date specified in "Due_Date" field?
I want to programmatically set up the reminder schedule for a Task that sends out an email reminder on the date specified in the "Due_Date" field. I've looked at the Zoho CRM Insert Record API and it looks like the TRIGGER key for "Remind_At" field requires
Tracking "Last Contacted Date" (emails, activities, etc.)
Hi all, We want to track the last contacted date for Lead records, including emails, activities, etc. The goal is to create: a report of leads that haven't been updated, a field within the record that clearly indicates the last contacted date, and. an automation that reassigns the Lead when it hasn't been touched in 30+ days. We thought we could use ${Leads.Last Activity Time} but it seems that for some insane reason email isn't considered an activity. (Frankly, I don't think email is going to
Programmatically Show/Hide Fields in Deals of Zoho CRM
Do you know how to display and hide Checkbox fields dynamically in the Standard Layout of the Deals module? I’d also like to dynamically change the display-label of the checkbox fields too. For Example: if I have a Multi Select Lookup field of Contacts
Cannot read properties of undefined
I have a problem with Client Script. I can't fetch data from server when I use ZDK.Apps.CRM.Users.fetch(); (as attached image) Please help me!
How to list all soid of all environments(including Sandbox ones)
Hello, I am trying to use the self client credentials flow(https://www.zoho.com/accounts/protocol/oauth/self-client/client-credentials-flow.html) for the Zoho CRM and the request to get a token requires an soid. However, I do not know how to get the soid
Coql Query By Date
I try to get records via the Coql Api it works fine since i try to have a date in the where clause like this select id from Contacts where First_Name='Franz' AND Last_Name='Müller' AND Date_of_Birth='1986-2-2T00:00:00' The field is defined as date Can
Kaizen #149: Using GraphQL APIs to fetch data in a consolidated way
Hello everyone! Welcome to this week's post in the Kaizen Series! This week, we will discuss GraphQL APIs, a query language that provides an efficient, powerful, and flexible method for fetching and manipulating data from Zoho CRM. Let us consider the
Introducing ZDK CLI (Beta): our latest developer tool for Zoho CRM metadata management
Hello Developers! We are delighted to announce the release of ZDK CLI (Beta), a set of powerful command-line tools designed to simplify the way you manage your Zoho CRM org's metadata (customizations) and your team collaborate to customize Zoho CRM. ZDK
Kaizen #148 - 'trigger' in Records APIs
Hello everyone! Welcome to another week of Kaizen! In today's post, we will discuss the "trigger" key in the Insert, Update, and Upsert records APIs. What is "trigger"? "trigger" is a key of the JSON type array. You can use this key in insert, update,
Zoho CRM Client Script Open Pop-Up
Hello All Hope you are doing well. In this article, you will see how we can create a Popup and get the value from the Popup Up. Example:- Suppose we have a field (Boolean Type) City Details once someone selects this a popup will open and capture some
Client Script - How do you obtain the current record ID when in detail view?
I'm trying to gather the Account ID of the Account currently being looked at in Detail View of CRM. I'm using a "button on click" client script execution, and am trying to create a logged call with input, based on button click. eg - User goes to account,
Kaizen #129 : Client Script Support for Blueprints
Hello everyone! Welcome to another week of Kaizen. Today, let us discuss about how you can use Client Script during a Blueprint transtion to meet your requirements. This Kaizen post will provide solution for the post - Need non-mandatory fields in blueprint
CRM, How to customize JSON sent back from REST API webhook
Hi, In CRM, I've created a function with a API REST access. For debug and log purposes, I have a lot of info statements. That way I can trace any problem that might occur. However the external service calling this webhook, requires that the function returns
Zoho Embedded App JS SDK - use ZOHO.CRM.CONNECTION.invoke() to upload file to WorkDrive
I have been attempting to use the Zoho Embedded App JS SDK to create a widget, and using a CRM connection (ZOHO.CRM.CONNECTION) to communicate with WorkDrive. The client that the application is being developed for requires the widget to be able to upload
Access User Photo via CRM API
Hello, we are using the Zoho CRM API to get some basic information for our logged in user through https://www.zoho.com/crm/developer/docs/api/v2/get-users.html This works fine but we also need to get access to the user's profile picture set through the
Zoho CRM API: Python request-based POST or GET authentication + insertion of contacts
The Task## A django application that allows users to sign up and once the user clicks on the account activation link, Zoho CRM is receiving the data and a contact is created in the CRM section. Olansi Air Purifier The Problem I am currently working on
Kaizen #13 - Bulk Write API
Hello everyone! Welcome to yet another post in the Kaizen series. This week, we are going to discuss the Bulk Write API. What is the Bulk Write API? The bulk write API allows you to insert, update, and upsert records in a module in Zoho CRM in bulk. The primary difference between the bulk write API, and the Insert, Update, Upsert records API, is the number of records that you can handle. While you can insert, update, and upsert, only 100 records via the Insert, Update, and Upsert Records API per
Bug: ZDK.Client.navigateTo() has recently stopped working for same page reloads.
Zoho - this urgently needs resolving. In order to reload the same "Page Details" page using Client Script, you should simply be able to call: ZDK.Client.navigateTo('record_detail', {module: $Page.module,record_id: $Page.record_id}); This has recently
Extension pointers for integrating Zoho CRM with Zoho products #8: Upload and manage Zoho Workdrive folders and files from within Zoho CRM
Keeping records on your customers and business prospects is essential for tracking data, conducting follow-ups, and running a business smoothly. When you use two separate applications, and store relevant data in each, checking and tracking data becomes
Make certain subform entries read only
Hi all I need to make specific entries on a subform to be read only for portal users. Ive added a field to my subform called 'read only' which is a picklist with the values of Yes and No. Ive set this field to be hidden as its only to be used in the function
Zoho CRM Client Script - SetCriteria in lookup Field
Hello All One More Zoho CRM Client Script Tips & Trick. Now you can Set the Criteria on Your lookup in zoho CRM, It Comes With a Create Page, Edit Page, and Details Page (Standard). Example:- We have a Room Module that includes Room Name, Status, Campus,
SSL Exception When Querying REST API
We use functions to query regional data from GIS REST APIs. We're having an issue with one REST API that appears to be a problem within ZOHO, as I'm not having an issue querying the API in Postman or via the built in query tool. // test coords lon = "-84.29118695502028";
[URGENT] Response of getRelatedRecords API is In-Consistent
Hi Team, I often face issue with the code due to the inconsistence in the response in "getRelatedRecords" API. Refer to the below image's highlighted text. "Created Time" not in a sequence. This happens often. Sometimes it shows results as "latest to
{"error":"invalid_client"} - postman error
When I run a POST request on postman using the form-data option to pass the body parameters, I am able to successfully retrieve the auth token. But when I use the raw option and enter the body parameters as a JSON object, I receive the following error: {"error":"invalid_client"} Please help! Thanks
Kaizen #146 - Assigning values to different field types using Zoho CRM SDKs - Part IV
Welcome to another Kaizen week! In our ongoing effort to enhance your Zoho CRM integration skills, we have been exploring various field types and demonstrating how to manage them using our different SDKs. So far, we have covered the Java, PHP, and Python
Kaizen #70 - Client Script Support for Wizards
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss the recently added Client Script Support for Wizards. What is a Wizard? A Wizard in Zoho CRM helps you divide a long form into a series of screens. You can also
How do I use the RefreshToken when the Token expires
How do I generate a new token when the current token expires? I tried it on Postman but encountered an error. { "error": "invalid_code" }
Kaizen #145 - Assigning values to different field types using Zoho CRM SDKs - Part III
Welcome to another Kaizen week! In Part I of our series, we explored the various field types in Zoho CRM in detail and demonstrated how to assign values to these fields using our Java SDK. In Part II, we continued by showing you how to work with these
Need SOMEONE'S Help! B2C CRM issues. Need anyone that works in construction, Labor/Service, Roofing etc
Has ANYONE created a successful System process in Zoho CRM that works? I own a roofing company and currently use JobNimbus. I love ZOHO and don't want to give up as I SEE the amazing potential! But, I feel i'm wasting my time! Just when I feel i'm getting
Can I generate a Zoho Access token using ClientCredentials flow?
I have a "Cron Job" that runs every hour. It will update 1 (to many) Zoho CRM 'accounts'. To do this, I need to use an access token in the 'Authentication' header. Now I can manually do this via the "api console" (https://api-console.zoho.com/) and manually
Get records from zoho CRM (Invalid Request)
Hello guys, I have got the following response error when I try to post a request to the https://www.zohoapis.eu/crm/v2/Subscriptions 400 (Bad Request) widget.html?serviceO…F%2Fdesk.zoho.eu:88 { "code": "INVALID_REQUEST", "details": {}, "message": "unable
.Net integration
All the things I see that are .Net related are fairly old. I am trying to find a good way to integrate with ZohoCRM from a .Net 8 C# application. Something that does not require MySql or Newtonsoft. Something that can be ran in an AOT project. What is
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