Client script: storing data between events
Hi everyone! I'd like to write a Client Script for a "Page onLoad" event that stores a value somewhere in the browser and then use that value from a "Page onSave" event. Is this possible? How could I store the value? I've tried using "window" and "document"
OAUTH_SCOPE_MISMATCH, invalid oauth scope to access this URL
I have read similar topics, but still didn't succeed. - A java client using com.zoho.crm, zohocrmsdk-2-1, 2.0.0 dependency - A self client is used with scope of "ZohoCRM.modules.ALL" - Grant token from var token = new OAuthToken.Builder() .clientID(clientId
Upload image to 'Image Upload' field via API
I am trying to upload an image file to a custom Image Upload field via Zapier, but the destination field isn't available in Zapier (I guess it's not supported). How can I upload an image file to a Image Upload field via API?
Free Chrome Extension for Developers!
Hi Zoho CRM Developers! We're excited to announce our new, free Chrome extension designed specifically for Zoho CRM. Feel free to download our Zoho CRM DevTool from the Chrome Web Store. It enhances the Zoho CRM functions development experience by providing
Kaizen #109 Record Locking Configuration APIs in Zoho CRM
Hello everyone! Welcome to Kaizen! In this post, we will discuss Record Locking Configuration APIs in Zoho CRM. What is Record Locking? Record Locking refers to the restrictions that you can apply to records of a module to prevent further changes to the
createBulkWriteJob-method not working in Node.js SDK V5.0
Hi, I am trying to create a bulk write job using the new version of the SDK. I am getting an error that says: unable to process your request. please verify whether you have entered proper method name, parameter and parameter values. I have been using
Data Factory - can’t fetch Zoho tables despite the Zoho connector working
I’m able to successfully create a Zoho connector but when I try to use it I get an unknown error trying to fetch Zoho tables: error details: I've tried different combinations of Zoho API scopes but without any luck. The same issue was reported in March
Load Zoho CRM custom module to Azure SQL database using Azure Data Factory
Hi everyone, I managed to connect Zoho CRM to Azure SQL database through API using Azure Data Factory and I'm able to load most main modules and see them when preview the data I'm receiving from Zoho. I described how I managed to do that here at the end
CRM Client Script cant get Data
Im trying to get my Subform with 'ZDK.Page.getField("subform");' inside a detail page client script but it only returns null, .getValue() also returns null. The same line of code inside an editing page client script works flawlessly. I want to do some
How to retrieve information from “Trainer Central” with Deluge in “ZohoCRM”
Hi. I would like to use ZohoCRM's Deluge to retrieve Trainer Central information. Has anyone ever obtained information from Trainer Central through API integration?
MANDATORY_NOT_FOUND error when trying to insert data
Hi, I am trying to use the CRM api to insert a lead record. I have checked that the mandatory parameters are 'Company' and 'Last_Name' (as per the fields on the CRM page) I still get the error code : MANDATORY_NOT_FOUND, api_name: data, message: "required field not found", status: error. Here's my dummy json { "Mobile": "5555555555", "LeadOwner": "leadOwnerleadOwner", "Salutation": "Mr.", "Full_Name": "firstName customLastName", "First_Name": "firstName", "Company":
Triggering a webhook manually
Hi everyone! I have a webhook configured to be triggered on Account creation, but sometimes the webhook fails (server-side problems) so I'd like to be able to trigger it manually later, as an Administrator. How can I do this? I thought I could add a custom
Kaizen #108 - Integrating Third Party Application with Zoho CRM using Java SDK
Hello, everyone! Welcome to another Kaizen week. In this post, we will discuss how third-party applications can integrate with Zoho CRM using Java SDK 5.0. Use case Zylker is a real-estate app which can integrate with any CRM vendor and uses that data
Problem with nodejs-sdk-5.0
Hi, I recently updated our codebase to use the new 5.0 version (Used 2.0 before that). Everything works fine in local but when it's built into a docker container I get a error message: SDKException [Error]: TypeError: responseHandler.getMessage(...).getValue
why this code window.open('url','width=600,height=600,scrollbars=Yes,resizable=no') does not work in my zoho widget but works in browser
So my question is why above code does not work in my zoho widget but works in the browser
Kaizen #67 - Email the contact roles of a deal using Functions
Happy New Year everyone! We hope you had a wonderful holiday season and are ready to tackle all of the challenges and opportunities that the new year brings. In the previous post, we discussed the Contact Roles APIs in Zoho CRM. Today, we will show you
[Client Script] Module: Quotes, Field: 'Quoted_Items' | setValue() --> internal API error
Hello there, I would like to use an client script to validate line items in quotes. So basically I get the value: let quotedItems = ZDK.Page.getField('Quoted_Items').getValue(); do my logic and on the end I set the value: ZDK.Page.getField('Quoted_Items').setValue(quotedItems);
REST API enable notification for notes of other module
Dear Zoho CRM team, I want my external web service to subscribe and react to new notes in Zoho CRM lead module. Usually, the service enables the notification (via the REST API) and receives events about the lead module. However, when a note is added to
Updating Sales Order "Ordered Items" values with Quotes "Quoted Items" via custom function
Hi! I'm updating a custom function that populates the Sales Order fields with values from the Quotes module. I'm trying to add a conditional statement that, when a certain field is X value i also bring all Products inside the Quote to the Sales Order.
Kaizen #106 - Functions and Invoke URLs - Part 2
Hello everyone! Welcome to Kaizen #106. In continuation to our last post, today, we will discuss invoke URLs in functions, how they are different from integration tasks, and how authentication works for them. What are invokeURL tasks? invokeUrl task is
Conditional display of elements in Canvas
Is it possible to set a conditional display of an element in Canvas? I want to 'Hide' a sidebar on a specific tab so that the other element can take up more space on the screen, but have it display on the others. Is this possible?
Sandbox / Zoho CRM / Analytics / Api Name / Possible bug
Hi Zoho Team For SANDBOX, exist analytics or something method for to access the data?, i have a doubt when i created a custom module and api fieldname, when i try to access to specific fieldname using the api name for that module, deluge claims error,
Kaizen #107 - Field Trackers in ZOHO CRM
Hey folks! Welcome to a fresh week of Kaizen. In this post, we will be looking at the Field Trackers in ZOHO CRM APIs. Currently, this support is provided to all the picklist fields (system-defined and custom) and is available by default for a picklist
Zoho Authorization Code from React Application
Hi team, I am to get the authorization_code but getting a CORS error every time. I am using the React application for the API. Things I've done earlier in order to fix this issue: a.) I created a server-based application from the developer console and
CRM variables in Webhook URL
I have a CRM workflow rule calling a webhook endpiont. I would like to be able to use CRM Variables in the URL: currently the workaround is to wrap the webhook in a custom function and set the workflow rule action to execute that function. that enables
API Error when trying to send email to a contact. Please help
Here is my setup (bubble.io api connector) when trying to send an email to a contact: authorization code is correct and I receive this error: Status code 400 {"data":[{"code":"INVALID_DATA","details":{"expected_data_type":"jsonarray","api_name":"to","json_path":"$.data[0].to"},"message":"invalid
Webhook not firing on merged accounts
When a user merges two accounts in Zoho CRM we're not getting any webhooks related to either the deleted account or the account the data was merged into. Can you please advise the steps required to set up that webhook. Our external application needs to
Kaizen #105 - Functions, Integration Tasks, and API Credits - Part 1
Hello everyone! Welcome back to another week of Kaizen! In today's post, we will discuss functions, integration tasks, how they consume API and function credits. In the next post, we will discuss connections, the difference between integration tasks and
Kaizen #82 - Search Records API(V4)
Hello everyone! Welcome back to this week's Kaizen post! Today, we will discuss Search API(in version 4), the various supported operators, and how you can use these operators to search for data in different fields of a module. First off, let us discuss:
Concurrent Limit Definition in CRM REST API
I just had a one off issue in my CRM REST API integration `429 | TOO_MANY_REQUESTS | Many requests fired in concurrent than the allowed limit.` I understand the issue, the concurrency limit is explained in the documentation: These concurrency limits specify
Kaizen #93: Credit Calculation and Concurrency in Zoho CRM APIs
Hello everyone! Welcome to Kaizen! This week, we will discuss credit calculation and concurrency in Zoho CRM APIs. Credit calculation API rate limiting is crucial to ensure fair resource distribution, maintain optimal service quality for all users, and
CRM Typescript SDK | Type errors when compiling project with @zohocrm/typescript-sdk-2.0 package
Zoho CRM Typescript SDK 7.0.0 Typescript 5.2.2 Hi, I've recently added the TS SDK to my project which is using Typescript 5.2.2. When I try to compile my code I get a bunch of type errors from the Zoho SDK package: Are there plans to update the package
Client script: using Event name from code
Hi everyone! Is it possible to get from a Client Script the name of the event that triggered it? I mean the custom name that I've assigned, not the kind of event ("onLoad", "onChange" etc) For example, given this event I'd like to get "Account-Edit-
CRM Typescript SDK | keyValues and keyModified fields in response object are empty
Node 18 ZohoCRM Typescript SDK 7.0.0 Hi, we are trying to add the @zohocrm/typescript-sdk-2.0 to our custom application so we can retrieve Contact and Account data from our CRM instance. I've been able to successfully generate and authenticate using OAuth
Invokeurl Basic Auth in Deluge
Hi Team I need how to use invokeurl for to create a Basic Auth, for example, the payload no problem, but the headers is my doubt username: user001 password: ghghgjg777 response = invokeurl [ url :"https://someurl/a.xlxx" type :POST parameters:payload
Getting a Lead image url
Hi, First of all, I love Zoho CRM! I have Tasks related to Leads. In the Tasks view, I want to see the Lead image. As this is not supported, I'm trying my luck in building a Web Tab Widget that will show the Task list with Leads images. To achieve this,
Complete Data export for Pricebooks module & associated products/list prices
Is there any way to make it easier to download a backup of an individual pricebook including all the details without having to perform a Vlookup to 3 files every time we wish to update more that a couple products? Awhile back I had submitted a request
How to access "modify time" from Client Script?
Hi everyone! I'm writing a Client script for the Account-Edit-onSave event. I'd like to access the "modify time" property, is this possible? I've tried using $Page.record._Modify_time but it looks like this returns what is on the server when the user
CRM customer login from zoho crm to our portal and get global api key which get use in widget invoking
Hello Team we have created widgets for zoho crm extension. which are simple forms that send data to our server for further process, now what we wanted do is, CRM customer login/singup from zoho crm to our portal and get global API_KEY which get store
Azure Data Factory to Zoho Connection
Hi all, I'm trying to setup a connection between Azure Data Factory V2 to Zoho in order to update data to our company's Zoho CRM. I'm able to register the client in the API Credentials page within Zoho Accounts and obtain a Client ID + Secret. I've also
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