More love for multi-select field
Multi-select is great as it allows n:m relations which is often necessary in more complex CRM cases. There is quite a few official constraints and I wonder if improving these is on the roadmap: - the recently added lookup filter not available for multi-select:
Using coql with Deals module
Hi, I am getting an error: Status: error Code: INVALID_QUERY Details column_name: Pipeline Message: column given seems to be invalid Every other field in Deals module work just fine. What could be the problem here?
Are you my Client Script wizard?
Hi Zoho Community! <3 I hope someone can help me with a JS-problem in a Client Script. I've been spending days on this, getting no where. I've tried ChatGPT, asked around in my network, nothing - so you guys are my last resort. And the thing is: It should
Limiting Mass Update
Hi everyone! Is it possible to disable the "mass update" functionality on the Accounts list page, or at least limit it to a subset of fields? Thanks in advance!
Kaizen #104 - Bulk Write API using PHP SDK (v5) - Part II
Welcome to another exciting week of Kaizen! This week, we will continue our discussion on Bulk Write API. In last week's post, we covered the features of Bulk Write API, and explained in detail the first two steps involved in using Bulk Write API. Today,
Detecting Connection timeout
Hi everyone! I'm using ZDK.Apps.CRM.Connections.invoke() to call a connection, how can I tell programmatically if there's a timeout? I've tried using try-catch but it looks like no exception is thrown...?
Zoho CRM: Timezones and Users API
Hello Everyone! As you all know, we have the provision to set a user's time zone in Zoho CRM. Currently, we are displaying all the time zones (both new and old) that add up to roughly 700 time zones. For instance, we have both (GMT 5:30) India Standard Time (Asia/Calcutta) as well as (GMT 5:30) India Standard Time (Asia/Kolkata) on the list. We are trimming down the list of time zones to around 500 valid time zones. For instance, we will have only (GMT 5:30) India Standard Time (Asia/Kolkata) on
Workflow not triggering
Hi I've got a workflow set up to fire an email notification when the accounts submitted field is updated via an API. The workflow only seems to trigger when the date is manually changed but won't do it when the API updates the date? Any suggestions?
Is There An OpenAPI Specification For All ZohoCRM APIs?
I'm new to APIs. I understand that the OpenAPI / Swagger specification allows for a JSON definition package that can be imported into e.g. Azure API Management. Does such a file exist for Zoho CRM APIs?
Bulk emailing on schedule, every week.
Hello. The problem is that in Zoho CRM and Zoho Campaigns it is not possible to set up mass mailing of emails on a schedule, for example every week. It is only possible to specify a specific sending date. Is it possible for Zoho to send mass emails to
Insert lead via API V2 with 'Custom Fields'
I'm trying to insert new CRM leads using API V2. The leads are created however the custom field "Notes" is not being saved. What am I doing wrong? Here is the body of my post: { "data": [ { "Company": "Zylker", "Last_Name": "Daly", "First_Name": "Paul",
Update campaign member status
I'm trying to find a way to automatically update Zoho campaign member status. Here's the scenario: I use Campaign Monitor to send emails. I connect Campaign Monitor to Zoho using Zapier. When someone opens an email in Campaign Monitor, I want to change
Custom Connection to Xero
Has anyone been able to get a custom connect to Xero working? I've written code to manage the OATH2 connection which works fine, but it would be easier to use a connection. The problem is when authenticating Xero gives me an error of invalid uri. I have
Detect success or failure of script execution when pressing a transition
Hi team I need to know the following, I have a transition button on blueprint, where in the after section I must assign a function, at the time of its execution, the function must indicate the success or failure of its execution, in the case of success
Kaizen #103 - Bulk Write API using PHP SDK (v5) - Part I
Hi everyone and welcome to another amazing Kaizen week! This week, we will discuss and explore Bulk Write API in detail, and how to implement the same using Zoho CRM PHP SDK. Please note that the information in the article holds true for Zoho CRM PHP
Sandbox
Hello, Would you please implement a way to import data from CSV into the sandbox? Currently, when I go to import in the sandbox, the display is different from the production environment. I can import the test data prepared by Zoho and the data from the
API Running for one user and not for other
Hello, I created a WordPress plugin using the PHP SDK provided by Zoho, and everything works fine with my account. However, when I change the details like Client ID, Client Secret, refresh token, and User Email, the plugin stops working. I checked my
More description about between criteria in search records
//i tryed monthStart and monthEnd format 'YYYY-MM-DD' and 'DD-MM-YYYY' let url = `/crm/v5/Attendance/search?criteria=((Attendance_Date:between:${monthStart}:${monthEnd}))`; when i try to post request to this url i get this error. I cant see any description
Client script - calling a Connection
Hi everyone, is it possible to call a Connection from inside a Client script? I know I can use ZDK.HTTP.request() but that would expose to the client any secret needed for the request. Thanks!
Kaizen #100 - A Special Q & A for Our 100th Post
Hello Everyone! Today marks a significant milestone – our 100th Kaizen post! We are beyond thrilled to have shared this journey with you! Your engagement, feedback, and support have been pushing us forward. Thank you! We recently asked you for your feedback
Kaizen #102 - Q&A Continued
Heya! Kaizen time again, folks! Picking up the thread from our centennial post, this week we will be answering the remaining questions posted in the feedback. Q: The ability to break down each value of Multi-picklist and handle it in the same way as "Multi-select
postUrl, getURL & 'SocketTimeoutException error
Hi all, suddenly on Thursday/Friday last week, I started to get the following error on all my calls to an external service using both the getUrl & postUrl (separate functions): Failed to execute function Time out : 'SocketTimeoutException' the service
Very Slow uploading files via API to external server - invokeurl
Hello! I developed my own function to upload the related files on a lead via API using invokeurl. If I upload a file bigger than 80 kbytes sometimes it returns a timeout and sometimes ir works. Seems to be a uploading speed problem. I have tested it using
time zones of leads
Please help add time zones for each of my leads in the CRM automatically !! Thanks, Tyson
How to transform the timestamp from millisecond to second in the Webhook?
I'm trying to send our leads' conversion events from Zoho CRM to Meta system in order to measure our advertising channels' performance and do optimization accordingly, it can be simply done by using the workflow to trigger a webhook post action, however
How to add options dynamically to Dropdown fields in CRM
I have a dropdown field in CRM. OnLoad with client script, I want to dynamically fill this dropdown with some values dynamically. How would i do this? The setValue() method only sets a value that already exists, but doesnt create a new one. Could I use
zoho interface with http using esp32
i want to send data to zoho app using esp32
Kaizen #101 - Q&A Continued
Hello everyone! Welcome back to another week of Kaizen. We are grateful for all the feedback you gave us! We hope the answers in the 100th Kaizen post have been satisfactory. This week, we will answer a few more questions you had for us related to Assignment
Kaizen #9 - Handling Product Line Items in the Inventory Modules #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss handling product line items associated with the inventory modules—Quotes, Invoices, Purchase Orders, and Sales Orders. What is a product line item? On the Quote, Invoice, Purchase Order, Sales Order create or edit page, you add individual products in the Product Details section. This section also contains other details like the List Price, Quantity, Amount, Discount, and Tax. Every product and the corresponding
Client scripts permissions for end users
Hi, I developed a client script to validate data entry. Everything is fine with my account (I am super-admin), I can manage and see the script in action. When I insert data in some fields, it correctly shows me some validation messages. On the contrary,
PHP SDK Object in Sandbox, Array in Production
I'm using the PHP SDK to connect to the Zoho CRM API to retrieve Quote data. Within the data returned are details of the quote owner ("Owner") and products ("Product_Details"). On the production version, the Owner and Product_Details are arrays so I can
Adding multiple pipelines in Potentials module when converting a Lead.
Hi Im trying to create our new lead-structure and hopeing your can help me out with some issues. I would like to create multiple pipelines in the Potentials module, when a lead is convertet. In our setup, a lead can sign up to 10 different products. We
Client Script: Get/Change line items of quote
Hi, the new "Client Script" feature seems to be a pretty good thing. So there are now finally possibilities to support the user during data entry. I just wonder how to do this in the Quotes module. Here it would be very helpful to query product properties
Zoho COQL: Group by with Order by
Hi I'm trying to group products by their description and then get the top selling product. My current query is: select Product_Name.Category.Name as Description, SUM(Quantity) as Total from {module} where (Created_Time between '{start_date}' and '{end_date}')
Is there a programmatic way to access field labels and datatypes via api name and vice versa
https://www.zoho.com/crm/help/api-names.html Is there a programmatic way to get field labels and datatypes with an api name (and vice versa) Or at the very least, get all the info at once so I can create a function on my own? Thank you! Best Regards,
Always get 204 when trying to get Related Record with PHP API
Hi everyone, we have the following problem. We have the following Lookup Field for the Leads: The API name for the related list is defined as "hafner_list": A test lead looks like this: When I use the PHP SDK as here: $id = "357036000000258721"; // id
ZohoCRM API Timed Out Error
I´m getting this error with Zoho API. Can anyone help me with this error?
Zoho CRM HTML template , impossible to use <a href="tel....
Hi Team I need to use <a href="tel:+34678567876">text bla bla</a>, but has been impossible, when i use and save, something inside zoho crm html template editr remove it, so why this? Regards, Pablo
invalid_code when trying to create access token
We only use one refresh token. when the access token is expired then we will hit the endpoint below to get a new access token but as you can see, I have invalid_code error. could you please help what went wrong in here? previously I can get the new access
How can i get oAuth Token from PHP SDK.
HI, there. i have a question. usually, i use PHP SDK to access ZOHO CRM. today i want to get records with criteria with the word 'before or 'afler' and so on. so i need to use a COQL Query by myself. May i use the access Token from SDK ? how can
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