Cvent API
We run our annual conference registration through Cvent Event Management Software & Hospitality Solutions | Cvent UK we want to find a way to API between both so that the registration system can pick up member types and apply a discount - has any one
Avoiding XML while creating custom related lists
Is there a way of defining custom related lists that does not require you to format them in XML as documented here? It appears in Zoho Books you are able to define these in the way you would expect (i.e. by just supplying the row data as a list of maps
About put()
If the value of Key is a dictionary type and I do a put to map, why does it work whether the value is a Key or a Value, even though the value should be the correct dictionary type?
Incorrect api field should not pass in REST
I have a POST request to create a new record in CRM (custom) module. when using a non-existent api field in the body of the request, I'd expect the REST call to fail with a 400 & a corresponding error message. the request, however, gets through and the
Posting Contacts using Zoho CRM API V2
When we are trying to post multiple contacts after running the posting 2-3 contacts no new contacts are created and we get the API response of System.Net.WebException: The operation has timed out. We are trying to post 100 contacts daily and the posting
Kaizen #90 - CRM Variables and APIs
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss what are CRM Variables and variable groups, how to create, update, and delete them through an API and the UI, and a simple example in Deluge of using a CRM variable
Is a Bug or I need to add Client Script when I create a record?
Hi good afternoon, I have a deluge script that creates a record as shown in the image, despite programming a client script in the load and edit event, this information appears that does not exist But if i see the client scripts or So what's the wron
Revert to Old Field Value on Approval Rejection
We would like to use approval processes for updates to certain fields. The acceptance would allow the new value to persist, while rejecting the field update should revert it to the previous value. I'm not sure there is a way to do this currently without
Extension pointers #14: Extend end-user benefits and allow personalization by implementing extensions with custom actions
From our earlier post on custom actions, we know that we can create templated actions, share them with end users, and allow them to reuse those actions to achieve personalized outcomes. In this post, we'll look at how custom actions make it easy for users
Can we disable / hide the Email and Contact field in Zoho Desk Ticket Template?
We are currently using zoho desk to communicate with customers via tickets ( which are created by customer mails sent to us) Moving ahead we are trying to figure out a way to use the Zoho desk for internal communications, for which we have created separate
Kaizen #55 - Fields Metadata in Deals #API
Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss the Fields Metadata API for the Deals module. The Fields Metadata API gives you information about each field in a module. We will discuss every key and its purpose in this
Api to access timeline/filed history tracking data
Hi, is there an API call that I can use to access the timeline/field tracking history information of the deals/leads modules? Moderation Update: API V5 was released in July of 2023. Please find the change log and Timeline API help documentation. https://www.zoho.com/crm/developer/docs/api/v5/change-log.html
Passing multiple ids in CRM get records REST API not documented
I know fetching multiple ids has been possible for some time and it work in my implementation: GET /crm/v4/Deals?ids=123,456,789&fields=Deal_Name,Stage,Account_Name ...but it's not documented anywhere in https://www.zoho.com/crm/developer/docs/api/v4/get-records.html
I want to support multi-DC with PHP SDK
I'm sorry that my English is not very good. I would like to use the PHP SDK to support multi-DC, but I get the following error and cannot do it. invalid_code I understand that the cause is location differences. For example, an EU account is authenticating
OAUTH_SCOPE_MISMATCH in Postman
Hello everyone, I ran into a problem when making an api request in postman. The API I'm calling will be "https://www.zohoapis.com/crm/v3/settings/modules" The error itself is the "OAUTH_SCOPE_MISMATCH: invalid oauth scope to access this URL" error. The
CRM | Create a connection to service: Zoho CRM -- scopes -- duplicate?
Also - is the the proper forum to submit potential issues/defects? In Zoho CRM Settings / Developer Space / Connections Create a new connection to Service: Zoho CRM Choose Scopes: filter .ALL Notice these two redundant scopes which I assume are a minor
CRM | Create a connection to service: Zoho CRM -- missing scope? -- ZohoCRM.crmapi.ALL
From within Zoho CRM Settings / Developer Space / Connections / System Connections Open the Zoho OAuth predefined connection: Note that the scope is: ZohoCRM.crmapi.ALL Next - Use My Connections to create a new connection: Choose Service: Zoho OAuth Choose
Bulk Write API Job - Mapping to Lookup Field
Hi, I'm new to Zoho and I am working on writing a process to automate data imports to a company's CRM. I'm using the Bulk Write API with the Python SDK. I've successfully written to one module, "Contacts", but I have not been able to write to the "Licenses"
API Call delay
I was creating leads or contacts via API insertRecords after creation I used searchRecords to search the recently added lead or contact and then after using searchRecords API, there is no result until 30 seconds to 1 minute passed the record now showed on the xml i also noticed that in creating lead or contact using ZohoCRM web app or using insertRecord API, the lead or contact shows immediately on the app but not when doing a searchRecords API module. now the question, is there a delay in the api
Not getting refresh token.
Hi, I am implementing application in iOS and android, in that i am integrating ZOHO CRM. In developer console i am adding client id with "client type" mobile. I use https://accounts.zoho.com domain specific. I and redirects URIs to may iOS or android application. I use OAuth2.0 for authentication, after that i use REST API to get "refresh token" but i am only get "access token". There are in bellow code to get token self.getCodeFromCRM(client_id: Client_ID, clientSecret:
Kaizen #88 Assignment Rules
Hello everyone! This week, we will discuss the use cases of assignment rules in inserting, updating, and upserting records. What are Assignment Rules? The effectiveness of sales is closely tied to a sales representative's daily tasks, such as promptly
Is possible a record to transfer for blueprint A to blueprint B?
Hello people By implementation, I have two blueprints called A and B, the point is that if a user wants a record that is in blueprint A, to pass it to blueprint B, is there some kind of trick or programming to achieve that goal? Thanks in advance for
Can we add HTML tags in Zoho CRM using API
I have a query that I need to store user formatted profile at Zoho CRM, can I store html tags like <p> <strong> and I am pushing the data on Zoho using Zoho CRM API
Simple Function Help Needed for vCRM
I have a vCRM with a module called Time_Entries I have a field (called Actual_Time) that uses a formula to capture the date/time the record was created. I want to use workflows based on this information but, zoho does not allow this functionality for
Map within a map - backslash (\) issue
I have a map and as one of the key values, it holds another map. When I pass this via an invokeUrl, it passes: {"normalField1":3,"normalField2":"Blah Blah Blah","normalField3":69,"subMap":"{\"subMapField1\":\"value\",\"subMapField2\":null}","normalField3":"More
Auto increment number when a task is cloned
Hello, I have the following question: is there any posibility to autoincrement a number on a field when a task is cloned, but when a task is created the same number to be 0? For exemple, let's say I have Task#1 with the field No = 0. When I create a clone
API connections for dummies
I feel really stupid asking this, but my brain doesn't seem to work properly when thinking about API connections. I have a third party app that I'm trying to connect to. I have to send credentials (API key in header, username/password in parameters) to
Issue with Zoho CRM Rest API - Cors Error
I have an issue with calling Zoho API from React application, Can anyone please help me with this issue. link Below I have mentioned the API endpoint and screenshot please look into it. End point - https://accounts.zoho.com/oauth/v2/token
Kaizen #87 Multi-user Lookup in API V4
Hello everyone! Welcome to another week of Kaizen! In this post, we will discuss multi-user lookup fields and how to handle them in API. What is multi-user lookup? Multi-user look up is a lookup field that lets you add multiple users to a module record.
Connector for Microsoft Power Automate and ZohoCRM?
I'm surprised there isn't a connector for Zoho CRM with Microsoft Power Automate (formerly Flow). Why is this? Does Zoho plan to produce a connector? If not, is there an OpenAPI definition for the REST API that I could use to create a connector relatively
How to get notified when an email is bounced?
Hi, We have various problems sending email out of Zoho CRM. (marked as spam, bouncing etc...) Is there a way we can be notified when an email bounces? I know you can enable the little bell icon to notify when an email has bounced, but that means we have
searchRecord API query with spaces in criteria content and value?
Hi, Using curl to test a few API queries. Seeing issues when the criteria has space and values in it. Good -> curl -s 'https://crm.zoho.com/crm/private/json/Tasks/searchRecords?' -d 'scope=crmapi&authtoken=$token&criteria=(Status:In Progress)' --- {"response": {"result": {"Tasks": {"row":[ {"no":"1","FL":[ .... --- but when I try a query with a space in the term it fails: curl -s 'https://crm.zoho.com/crm/private/json/Tasks/searchRecords?' -d 'scope=crmapi&authtoken=$token&criteria=(Related To:Virgin
Add lookup record with external header in node js sdk
I am trying to add one record with an external id. That custom module has a lookup field and I want to add that lookup value as an external id. I have tried it with API and it worked but not working with Nodejs SDK. Below is code. let record = new ZCRMRecord();
OAUTH_SCOPE_MISMATCH", "status": "error", "message": "invalid oauth scope to access this URL
Dear all, I have a problem with calling API for Zoho CRM. I'm using ZOHOCRMSDK-2.1. Code for Authorization: Code for calling method Get: Details about the error: Name Value Type ▶ Details {{ "code": "OAUTH_SCOPE_MISMATCH", "status": "error", "message":
Kaizen #12 - Bulk Read API
Hello everyone! We hope you all are having a wonderful start in the New Year! Welcome back to another post in the Kaizen series! In this post, we will discuss the Bulk Read API in detail. What is the Bulk Read API? The Bulk Read API allows you to export data from a module in Zoho CRM in bulk. The primary difference between the GET records API and the Bulk Read API is the number of records you can retrieve. While you can get only 200 records per Get records API call, you can fetch 200,000 records
Kaizen #86 - PHP SDK [Part III]
Hey there! Welcome back to yet another insightful post in our Kaizen series! In this post, we will continue the journey of PHP SDK sample codes for Record Operations from last week. Let us delve into a new set of use-cases and expand your horizons with
API 2.0 Authentication types
1. I believe Zoho API 2.0 only supports OAuth 2.0 Authorization Code Grant type? - Is that correct? 2. If so, it means that a person with a web browser always has to be the middle-man in all API calls. They have to manually authorize the client application and then all API calls are made to Zoho CRM as the person themselves in real time as they interact with the client app. - Is that correct? 3. We don't want that. We need to develop a back-end job that is run on a schedule that pushes data to
REST API Timeout after Period of Inactivity
We're using the Zoho REST API with the Node SDK. OAuth authentication successfully works and we use Mongo to store the tokens as per the documentation. We can perform CRUD operations on Leads and Contacts throughout the day. However, we're having a strange problem where the Zoho API stops responding overnight. In the morning (after about 12 hours of the application running without interacting with Zoho), when our app goes to make a request to Zoho, it never returns and eventually times out. If I
Convert Lead to Deal API Request does not insert URL
Hello, I'm making a request to convert a lead into a deal. The request works well, but the URL I'm passing does not get inserted into the CRM. All the data gets inserted expect of "Link_zum_Kundenvorgang". I proofed the API name and there is no issue
APIv2 and searching on Date fields
With APIv1 I could set search criteria like this: ((Notification_Date:2018-06)) And that would fetch records with a date from that particular month. It doesn't work with APIv2. I tried both: ((Notification_Date:starts_with:2018-06)) And: ((Notification_Date:equals:2018-06)) And it yields no result. Only if I use a full date (e.g.: 2018-06-18) there's a result returned (with both equals and starts_with), but I'd like to search for records in a particular range, so the technique with "2018-06" was
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