code: 'MANDATORY_NOT_FOUND', details: [Object], message: 'required field not found', status: 'error'
When i am trying to insert records in Zoho i get this error body: '{"data":[{"First_Name":"Harpal","Middle_Name":"singh","Last_Name":"Singh","Phone_Number":"7523338899","User_Email":"abc@gmail.com","Date_of_Birth":"2023-08-19","Address":"xyz","PostalCode":"120301"}],"trigger":["approval",
Error from API: "inactive user cannot access the api"
I am attempting to pull a list of users from the API. I have created an App and been through the OAuth process to get an access token. But when I call the API endpoint it returns the message: {"code":"INACTIVE_USER","details":{},"message":"inactive user
Kaizen's Triumphs: Celebrating the Journey of 100 Posts!
Hello Developers, We are happy to inform you that we are approaching the 100th post in the Kaizen series! In our constant quest to provide the Zoho CRM developer community with the best support, we came up with the Kaizen series in 2019. Over the past
How i can show a Window with html message? / Client Script
Hi Team I want to show a message to the user but a html table code, similar to the following source code: const winHtml = `<!DOCTYPE html> <html> <head> <title>Compración de Datos</title> </head> <body> <style type="text/css"> .tg {border-collapse:collapse;border-spacing:0;}
Kaizen #95 How is a Widget used in a Blueprint?
Hey folks!! Let's continue the discussion from Kaizen #23 and focus on exploring the concept of Widgets in Blueprints. What are Widgets? Zoho CRM's widgets are custom components that you can add to your Zoho CRM system to extend its functionality, provide
Using ZDK.HTTP.Request /First argument must be a String / Whats a Wrong?
Hi Team Here again with a little problem using ZDK.HTTP.Request, i need to make a http request from client script, my source code is the following: filtro = 'DocumentNumber eq '; filtro = filtro + '\'844989539\''; filtro = filtro + 'and DocumentType eq
JS SDK for CRM and "PageLoad" listener
Hi Help please with JS SDK, I am not rly using JS besides for widgets. Not a web developer or something So I am trying create widget for CRM, alrdy have expirience with widgets for desk where use alrdy JS But for CRM i cant make work this code ZOHO.embeddedApp.on("PageLoad",function(data)
{
console.log(data);
//Custom
How to enable NodeJS in Zoho CRM?
Hello, I want to enable Node JS in my Zoho CRM account. How can I do that?
Kaizen #98 - Query API using v5 PHP SDK
Hello and welcome to another week of Kaizen! In our previous posts, we have already covered in detail about Query API, when to use them and their supported fields and operators with examples. Please refer to COQL API [Part I] and COQL API [Part II] for
How to upload PDF files to Box folder from ZohoCRM Deluge with API integration
Hi, I would like to upload a PDF file to a Box folder from ZohoCRM Deluge with API integration. If anyone knows a sample code, please let me know.
Change image of customer from database
I'm trying to change customer profile photo in zoho crm and I'm using the condition for each status of customer I want to change the profile . for ex if he is from Asia I put specific photo if ... the profile photo is in format hexadecimale in Database
Update signature via API disabled. Why?
Hi Zoho Team, Currently, it is not possible to update or fetch other user's signature through APIs in Zoho CRM. But some time ago, this was perfectly possible in API V2. So much so that we created the Bybrand + Zoho CRM Integration with dozens of users
Returning records using Email as criteria
Hi All Completely new to the Zoho API. It looks like the only way to query for CRM entries by Email is to construct a custom COQL query? I would have thought the Records API would have allowed you to pass criteria but it only seems to allow you to pass
Kaizen #97 - Email APIs
Howdy, tech wizards! Welcome back to another exciting post in our Kaizen series. This week, we will explore how to leverage the power of APIs to manage and interact with emails within the Zoho CRM platform. Consider you are the Manager of a technological
How to get all stages for a company (including custom stages)
Upon using /crm/v5/settings/layouts?module=Deals endpoint, i do get standard stages list but i want all the stages (even the custom created)
Notice: Undefined offset: 1 - ERROR while searching for records
Hi I'm currently integrating our plattform (php ecommerce) with zoho crm for a client. I've successfully installed the php sdk and got it working by obtaining access and refresh tokens. Now i'm trying a simple request and it's returning me this error:
Filter LookUp for Records Created via Workflow
Hello according to this zoho article (https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-fields/articles/lookup-filters#Business_scenarios), the look up field filter does not search records created via a workflow. I would like to
Help with Deluge
Hi All I am trying to copy notes from a custom module onto a lead on a button press. I have managed to copy the note title & body but attachments are much different (as they are a related list?). I have wrote the below but I am getting error 400: Bad
Is there any way to programatically update picklist values in Zoho CRM?
This can't be a unique problem. I've created an external API at Amazon and need to be able to update fields within a module based on the information pulled from that API. I am an experienced developer but am not experienced with Zoho CRM. Here are the
Kaizen #84 - PHP SDK [Part I]
Hello and welcome to another Kaizen week! In this week's post, we'll show you how to get started with Zoho CRM's PHP SDK, and walk you through the configuration and initialization process. PHP Software Development Kit PHP SDK allows you to create client
Aggregate fields are not calculated as configured after custom function update
After updating the list price of a product in a quote via a custom function, the aggregate fields (subtotal, tax, grand total, etc.) are not updated according to the field configuration. In my project the Sub Total field is configured to sum the Amount
ZCRMRestClient initialize new pkl file and config automatically
Hello, I am using the Python SDK to connect our internal application to the Zoho CRM. In our Zoho CRM, we have multiple users, and each one of them has multiple prospects in their own name. So, in order to be able to access the CRM from our internal tool,
API Request from Zoho CRM
Hello guys, I have got the following response error when I try to post a request to the https://www.zohoapis.com/crm/v3/Leads. Could you suggest me the possible cause? { "code": "INVALID_REQUEST", "details": {}, "message": "unable to process your request.
Create API connection between Zoho CRM and Sheet
Hello, we store Zoho Sheet Worksheets inside Zoho Workdrive and want to access the files (cells inside the worksheet) via deluge script inside CRM (client script). So the question is, how to create a connection?! If I search after "Sheet" I get one result:
Monotonic stream ID's in notifications API
Can you add stream ID's? If I lose a message incoming from a stream, or there is some issue in the Zoho sending a notification, that notification is lost. When I reconnect I'd like the ability to replay or start at my last observed notification. This
No etag's
Can you add etag support for optimistic concurrency control when writing via the API?
Kaizen #94 - PHP SDK V4 - Configuration and Initialization
Hello and welcome to another Kaizen week! In previous Kaizen posts, we have covered in detail how to configure and initialize PHP SDKs for Zoho CRM v2.1 APIs. We have since released SDKs for v4 and v5 APIs. However, starting from v4, there are some changes
webhook basic authentication
II want to use a webhook to send out a SMS. Unfortunately Twilio does not use an authToken but basic authentication. I created the webhook as POST and get this url: https://{username}:{password}@api.twilio.com/2010-04-01/Accounts/{account}/Messages?body=<BODY>&to=+155555555&from=+1555555555
Missing refresh token in respose (Zoho-CRM V2 API)
I am facing an issue in which I don't get any refresh token. You can reproduce it as- 1. Create a developer app in https://accounts.zoho.com/developerconsole 2. Use generated client id and client secret and after entering username, password click on the accept button to get the 'code'. 3. Use code to generate access token and refresh token. This time you will get response as "{ "access_token": "{access_token}", "refresh_token": "{refresh_token}", "expires_in_sec": 3600, "api_domain": "https://www.zohoapis.com",
Required custom fields in CRM
I am able to define a required attribute on custom fields in CRM though to my knowledge this only applies to layouts - when a user is inputting a value through CRM UI. I'd like to have the possibility of setting a required field on schema level - for
Zoho CRM Extension Install function - check if a global variable already exists
The default install function creates some variables that are used for storing certain information for the user (e.g. app settings). The install action is running on update as well as a fresh install and is overriding these custom variables to there default
Trouble Searching for Hyphenated Phone Numbers in ZOHO CRM Using COQL Query and Curl Command
Hi. I’m using the ZOHO CRM API and the curl command and trying to search for contacts using the COQL Query but it is not working. Get Records through a COQL Query Below are the problems that are happening now. I created a curl command to search for hyphenated
Zoho CRM's V5 APIs
Hello everyone! We hope you all are doing great! We are thrilled to announce the release of Zoho CRM's V5 APIs! While V4 offered some exciting APIs and enhancements, V5 is also packed with some great features and enhancements. Read on for a brief of the
Is there any way to retrieve multiple records by providing their record ids?
Hi, I am integrating Zoho contact module with my system. I have stuck at one place can you please help? I want to retrieve multiple records by providing multiple records ids. I have checked getRecordById method but it provides at a time 1 record but i need a way in which I can pass multiple record ids and get their details. So please guide me if is there any way to do so. Thanks, Shashank Patel.
Extension pointers - Simple yet significant pointers #13: On change of field value for CRM variables
CRM variables provide global access to a variable across an entire extension. They also help in the storage of user-specific data provided by the user at the time of installation, which can later be fetched to perform data functionalities. Additionally,
Kaizen #92 - Bulk Read in PHP SDK
Heya! Welcome back to the PHP SDK fold in our Kaizen series. In this post, we will explore how to use bulk read APIs and how to structure the criteria format for different field data types in PHP SDK based on v4 APIs. This will ease your process of handling
API v2 If-Modified-Since not working
Hi, I'm using the below connection string with a REST connector to GET data url=https://www.zohoapis.com/crm/v2/Projects ;timeout=30;method=GET;autoDetectResponseType=true;keyGenerationStrategy=0 ;authSchema=basic;skipServerCertificateValidation=false;useCertificate=No
Prevent record creation if Webhook return an error
Hi, I want to call a third party API from my project whenever any record is created/update in a ZohoCRM module. So I've setup a Webhook for it. I want to prevent the record creation or update in case Webhook return an error. Is it possible to trigger the Webhook at pre-create/edit the record and if webhook response returns some error than it should not allow the user to create/edit the record? Is there any other way in CRM to achieve this? Thanks Ranu
Trying to create a "live" link to keep data synchronized in real time
Our company has a proprietary database that we want to integrate with Zoho CRM. Currently we are manually updating the data via the API. Is there any way to make this synchronization "Dynamic"? In other words, is there a way to automatically update both the data in Zoho CRM and in our Proprietary App whenever data in either application is updated?
How to moving related list from contact to leads, like event, calls and tasks.
I am able to move all data fields, now when I try to move calls for example, I have code like this: calls = zoho.crm.getRelatedRecords("Calls","Leads",leadId); for each call in calls { info call; callmap = Map(); callmap.put("What_Id","4991545000000614159");
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