How to generate grant token without using developer console
I'm integrating Zoho CRM with another app. I need to be able to use REST calls without ANY HUMAN INTERVENTION. I need a programmatic way to generate a grant token. Using the developer console will not work! This question has been asked several times before
How to fetch custom Related-list records from ZOHO CRM using ZOHO-API?
Hi, i am working on Zoho CRM and using Zoho API to fetch records from zoho crm. I want to fetch custom related-list records by using zoho-api but I am not able to do this. The scenario is : I have University as Related list in Contacts module and University is a custom module in which I have a lookup field of Contacts. Now all University records related to particular Contacts are shown its record as University Related-List. I want to get this data by using zoho-api. Help me to solve this problem.
Self-client INVALID_TOKEN error
Hi, I am looking to use the v2.0 API to allow users in our system to submit tickets in Zoho. We would like to set it up as a self-client as we prefer to set it up to provide a known access token from our back end service that will submit all requests.
Best way to "repair" a missing required field
I have a date field which is now required. I have a few hundred records which were created before the field was set to required. Most of my users prefer to do in-line field edits rather than going into Edit mode. If the user is not editing the required
Composite API working ubnormally
Hello, Today we see that Composite API (https://www.zoho.com/crm/developer/docs/api/v6/composite-api.html) is working ubnormally. Before today everything was ok. 1. If we call it with "parallel_execution": true it has REQUEST_TIMEOUT. For example: Light
Auditing the Zoho Implementation: How can I export a list of rules, permissions, etc?
Hello, I've just inherited management and administration of my employer's Zoho CRM. I've been asked to provide a flowchart of the various combinations, conditions and switches that the previous administrator put in place for each of the modules. It looks
Unable to get Authentication code
Hi Team, We're currently sending a request to the endpoint (/oauth/v2/auth) via Postman, but we're encountering an issue: we're receiving an HTML response and struggling to extract the authorization code from it. Is there a method to retrieve the code
The Add New Module page isn't working in my developer edition of Zoho CRM. The sidebar loads but the main canvas stays white with a loading icon.
Trying to add a new module on the developer edition is broken. The sidebar loads but the main canvas stays white with a loading icon. I've tried yesterday and today on both Firefox and Chrome. Attached is the console log which is showing numerous er
Client Script does not fully function in Sandbox
I have noticed that the Client Script behaves differently inside Sandbox, compared to production. For example, I am trying to invoke a function inside the client script. ZDK.Apps.CRM.Functions.execute("GetProductLocalPrices"); it would work in production,
ZDK.Apps.CRM.Products returns "undefined"
Hi there, I am trying to create a Client Script to query the Product modules. in the script, trying to use ZDK.Apps.CRM.Products.fetchById("2607824000078309340"); However, "ZDK.Apps.CRM.Products" returns "undefined" In Zoho official document, it seems
Kaizen #127 - Circuits in Zoho CRM - Part 2
Hello everyone! We're back with part 2 of Circuits in Zoho CRM! We are as excited as you are with this topic! Let's dive right in! As promised, in today's post, we will discuss a use case, see how execution happens, and associate that circuit with a workflow.
Search Records API: strict "equals" criteria
Hi everyone! The documentation for the search records API states that > When you use "equals" in Search API, it behaves like contains and fetches the records accordingly. So, how can I specify a criteria for "the field matches exactly this string"? Thanks
Browsing files uploaded via API?
Hi everyone! I'm uploading files to be used with ZohoCRM with the relevant API. It's working, but I was wondering, how can I browse those file and eventually delete them? Thanks for your assistance!
string(87) "{"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} " grtting this error
Using access token i am trying to add sales orders through api but it is throwing errors like the above i have mentioned. Please help me for that
Best way to make API to Zoho Books from Client Script?
in Deluge there're shortcut commands to call Zoho Books. (e.g zoho.books.createRecord) How would that work in CRM / Client Script? (another easier way than using HTTP request, which requires creating OAuth token)?
Introducing Zoho CRM GraphQL APIs: Our Next Frontier!
Update 25th Sep 2024: GraphQL APIs are now open across all DCs including IN DC for Enterprise, Zoho One Enterprise, CRM Plus and Ultimate edition orgs. Please note that GraphQL APIs are not available for Trial Edition of these editions. Update 27th Aug
Schedule 200 calls for contacts with a Button based on the view that the button is in
Hi Everyone Hopep you are well. I need some help nailing this code down. I need to create a butotn that generates 200 calls for contacts. The button will be placed in the contacts module and will need to generate the calls for the contacts based on the
Get Notes related to specific contact in rest api v6 using coql query
I'm trying to fetch list of notes for a specifc contact using coql query. Here is my query { "select_query": "SELECT Parent_Id, Note_Title, Note_Content FROM Notes WHERE $se_module = 'Contacts' and Parent_Id = '638530000000373001'" } This query is working
Error handing while use client script in zoho crm for Cannot read properties of undefined
Hi Folks, I´m using client script to get values from Accounts module to Quotes module using this piece of code var accountrecord = ZDK.Apps.CRM.Accounts.fetchById(account.id); if (accountrecord._Rating == null) { do someting; } In the console I'm getting
Problem about widgets
Hey, I have a react app and I have placed my app inside of a widget. The issue is, I need to change the widget URL dynamically. Here is why: for example this is my url https://test.app. It's the homepage. But what I need is https://test.app/contacts/offers/123456789.
Error when attempting to add an item to a related list in Contacts
Hi, In our contacts layout we have created a Lookup field called "Trusted" to allow users to link other contacts to main contact. I need to add items to this list for any given contact via the REST API. I've been following the article https://help.zoho.com/portal/en/community/topic/kaizen-48-related-lists-and-related-records-api
API name of aggregated fields
Hi, I would like to change the value of an aggregated field and move this to a Writer document. Though I'm not able to find API names. Does that mean, that this is not possible? Best Dina
Error when trying to get crm record
Usinf the CRM API, I'm trying to pull a record from our CRM by getRecordById, but I'm getting the following error: No 'Access-Control-Allow-Origin' header is present on the requested resource. Origin 'https://www.w3schools.com' is therefore not allowed access. The full code can be found here: https://www.w3schools.com/code/tryit.asp?filename=FDFWZRMENMHV Appreciate your help with this.
#Zoho CRM - Searching Records with Multiple Criteria
Hi, I am using ZohoCRM searchRecords() function to filter my records in the CONTACTS module. The criteria of my scenario is fetch the list of records whose account name is matched with the given Account Name and also email fields should match the given
"Invalid Scope" in the console when creating a Self-Client for a CRM
I have a sandbox CRM thingy and I need to code a rest api that will send Records and store them in a module OC-Member. For the scope in the Self-Client, when I use ZohoCRM.settings.ALL or ZohoCRM.modules.all, it works. However, when I try to use the custom
How to upload attachment from NodeJs function in CRM?
Hi, I want to upload attachment from NodeJS function to custom module. Following instructions from https://www.zoho.com/crm/developer/docs/serverless-architecture/nodejs-scripting.html I was able to create, update and get a record from custom module.
Need Help! Data Factory to Zoho Connection: Error 401
Hello everyone, I'm reaching out for assistance with an issue I'm facing while trying to set up a Linked Service from Azure Data Factory to Zoho. Despite following the setup instructions carefully, I keep encountering a connection error that I can't seem
How to deal with ["X-Frame-Options" to "sameorigin"] error
Hi guys, I am trying to embed the Zoho CRM GUI in a widget within a web page that I am developing and I receive an "X-Frame-Options" error, has anyone suffered the same incident or has information on which solution to apply? . Thanks
Kaizen #119 - Updating related records upon parent record deletion using Workflow-Triggered Deluge Functions
Hey ! Happy New Year everyone, and welcome to the first Kaizen of 2024! In this week's Kaizen, we will address this query raised in our developer community on how a workflow triggers a Deluge function to update the status of a field in related records
CRM API: How to add 'Note' when adding New Contact
I have looked through dozens of Zoho CRM support pages and NOWHERE can I find a reference to how to add a note at the same time I add a new contact record using API. This seems like an important and beneficial item for a new record, but every reference
Zoho CRM Widget is not working
I have tried to make widget for Zoho CRM but its not working. I found some sample widget app in github and I have tried that. But still I can't make widget to Zoho CRM its shows error "Parentwindow reference not found ". Please guide me to make the widget and if available send me the sample code.
How to Delete a Contact <-> Product relationship?
How can I, with the API, remove a relationship between a Contact and a Product? This is needed for example, when a customer has returned a product and we want to update Zoho to reflect that. Basically what I am looking for is the exact opposite of https://help.zoho.com/portal/en/community/topic/adding-a-product-to-a-contact-via-api
Zoho CRM Web Form API
Hello , I have been generate zoho crm web form but i do not want to use iframe or source code because i want to add specific design for the form, so i need to send data by using API , could you please help me to send data from my form to zoho crm by using
searchRecords when field name has parentheses?
The "criteria" parameter from searchRecords API call uses parentheses, it's OK :) But if a field name has parentheses, I can't find a way to have searchRecords works. E.g., field name is " Accounting ID (Exact) ", so the call like: criteria= ((Accounting
Extension pointers #13: Handle cases with personalized solutions using custom actions
In our last post, we detailed the steps involved in creating a custom action and the workflow from the developer and end user's side. Now let's look at a working example of how we can create a custom action and implement it in a Zoho CRM account to make
COQL selecting a column with space, how i can do it?
Hi Zoho Team I got a problem, when i was programming a Zoho deluge but my query need to use a column name with space, please see the code: queryMap = Map(); queryMap.put("select_query", "select Last_Name, First_Name, Full_Name from Leads where id ="+id+"
Image upload field related API
Hi， May I know if there is any API call or deluge can update image upload field? I would like to setup a image from a record to another record in CRM. Note: it is not record's photo, it is customize field in the module. Warm regards
Need help with Scope for "Self Client"
Trying to use self client to query contact by email address. I tried following aaaserver.profile.ALL,ZohoCRM.modules.ALL,ZohoCRM.bulk.ALL,ZohoCRM.settings.ALL,ZohoCRM.settings.fields.ALL OR aaaserver.profile.all,ZohoCRM.modules.all,ZohoCRM.bulk.ALL,ZohoCRM.settings.all,ZohoCRM.settings.fields.all
Can I get list of user ID's at certain role using API?
Hi, I have role called 'Sales Representatives' that consist of 8 users. can I get the list of the user ID's by using role name (or role ID) as the parameter using API in Zoho CRM?
Kaizen #123 Data Synchronization from a third party application
Welcome back to the Kaizen series! In last week's post in the Kaizen series, we discussed one-way data synchronization from Zoho CRM to a legacy application, utilizing Zoho CRM's Bulk Read API and Notification API. This week, we will discuss data synchronization
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