Use Zoho CRM api from Ajax?
Hi! Does anyone know an example of how to use the Zoho CRM api from an Ajax script, if this is possible? As far as I've read (and also tried, but not with Zoho CRM as server), the cross domain prevention can be worked around (http://www.nczonline.net/blog/2010/05/25/cross-domain-ajax-with-cross-origin-resource-sharing/),
[Update - June 2, 2021] Integration Tasks will Consume API Credits
Hi everyone! Here are a few updates to this post. Based on the feedback from the customers and partners, we have decided to postpone the inclusion of the integration tasks in API credits to August 31, 2021. We have started working on the below tool support:
Kaizen #85 - PHP SDK [Part II]
Hello everyone! Welcome to another week of Kaizen! In last week's post, we discussed in detail the configuration and initialization steps for PHP SDK. We will take you through sample codes for Record Operations this week, to help you get started with
"Zoho CRM says 'required field not found'. Check the input for Product_Details and try again."
Has anyone else, randomly stated having this issue with the Quotes module today in Zoho Flow. Suddenly all my Quote-related flow's have stopped working with this error : Zoho CRM says "Zoho CRM says 'required field not found'. Check the input for Product_Details
Self Client Token Generation
Hello, I am having a very hard time connecting to Zoho's API for a Self Client application. I have read many forum posts on this topic, but I cannot make heads or tales of it. Can someone give me a cut-and-dry explanation of the process, or point me to
API v2 always INVALID_TOKEN
Hello, I am getting api error - { "code": "INVALID_TOKEN", "details": {}, "message": "invalid oauth token", "status": "error" } 1. I registered in the user’s account and using Self-Client with the rights ZohoCRM.settings.all, ZohoCRM.settings.modules.all and received a grant token. 2. After I generated access_token and refresh_token {"access_token":"1000.************.************","refresh_token":"1000.************"","expires_in_sec":3600,"api_domain":"https://www.zohoapis.eu","token_type":"Bearer","expires_in":3600000}
Zoho and e-conomic
Hi, I'm considering implementing Zoho CRM and other apps in our company. We do however already have an accounting system, e-conomic, which is used by our accountant and I would like to keep that. I couldn't find anyone talking about integrations there,
Count the records of a related module and save the value in a custom field
I have a custom module called Reservations that is related to the Contacts module. Through related lists I can know how many reservations each contact has. I need to store this number in a custom variable of the Contact module called "Number of Reservations".
Update item image in Zoho CRM
Hi, every item in CRM can have a image, like: Is there is a way to import all the images? and keep them updated? if I have a server with those images identified by one of the other values of a field "item_id" and the image is www.server.com/images/item_id.png
Creating Zoho CRM Widget using React JS
Is it possible to create a zoho crm widget using react js?
How to show popup in client script
Hello. Does anyone know how to make the popup appear in client script? For example, I want to display a popup and let me enter any words when the stage of the Deal is changed . I was going to use 'prompt', but it doesn't work well in client scripts.
Newbie Hit a wall
Hi All, This is my first post and I am a newbie, I have been working with ZOHO CRM for a month. I am battling with a particular set of issues. I am hoping that somebody can assist in pointing me to resources. I work for a small online school and management
Node JS for custom function in CRM sandbox
Hi, I have the option to write custom functions in java and Node Js in our CRM but I don't see this option in our CRM sandbox. Is there a way to enable these options in the sandbox? Or are these features not available there ?
Kaizen #4 - Troubleshooting OAuth2.0
Hello everyone! Welcome back to yet another post in Kaizen! Earlier in this series, we discussed OAuth2.0 and Self Client. In continuation of that, we will now discuss the various errors that you may face while using OAuth2.0 and how you can handle them. For better understanding, we have grouped the errors based on the OAuth2.0 flow itself. You may face errors while Registering a client Generating the authorization code (grant token) a. For web-based applications b. For self client applications Generating
How can I insert a record with a subform using the PHP SDK
This is an update of a question from 3 years ago. There is still no documentation of how to add a record with a subform. $record = new Record(); $record->addFieldValue(Contacts::FirstName(), $firstName); $record->addFieldValue(Contacts::LastName(), $lastName);
Link Zoho workdrive with Subform file upload
Hello Zoho Users, i'm trying to link a file to a subform file upload field using ZOHO crm API, i looked all over in the documentations but there is not indication how to do that! to recap: i have a file object ( link / id etc ... for zoho workdrive )
Zoho Canvas Preview Issue
I have a canvas template that is perfectly aligned and arranged according to my preferences. However, when I click on the preview button or preview it live with my modules, it does not display well. Some of the fields even went missing. Is this got something
'Updated by' from API calls
Hi, I have my PHP code working well connecting to the Zoho CRM API and doing updates to fields in the contacts module. I would like to change the name of the user that is in the 'updated by' in the record. For example, the timeline for any API updates
Full_Name required for UPDATE /contacts/ but not used
Hi, while implementing our CRM integration using your Record API we realized that 1) create Contact does not require Full_Name to be set 2) update Contact does require Full_Name to be set 3) The returned payload does not use the entered Full_Name, but
permanent API authentication code for servers or any alternative
Hi all, How I noticed there isn't any way to generate a permanent authentication code (grant token) for server-side only apps. I need an alternative method to always generate a self client grant token manually because it isn't a user/developer-friendly way. None of the systems are so high-available to can do the grant token manual generation only one time and after that, the app can stay in a permanent loop and use the refresh token to generate always a valid authentication token. After the time
testing account for CRM API
I am using the CRM API (on a client's account, not this one), to upload data to Zoho. Is there a way to create a separate testing area where I can interact with the API without touching me live data without setting up and paying for another subscription? I can't find any reference reference to a test mode for the Zoho API.
Update Part price via API
We would like to be able to update price book prices automatically with an API call to our vendor webservice. I'm not sure the correct way to do this. Can I build a custom function that uses an API call to get the price of a certain part by referencing
ZOHO CRM and Writer Document Merage API
1. Create a Folder Inside the Zoho work drives with the same name as the Deal Name. // Create Folder //vd84hd6033df59e734a928e1808453b5036da = ParentFolder ID resvp = zoho.workdrive.createFolder(Deal_Name,"vd84hd6033df59e734a928e1808453b5036da","zohocrm");
Remove image from image upload field through API call
I'm attempting to remove an image from an Image Upload field through an API call. According to the documentation it should be a PUT request to the Accounts record with the field referenced by its API name. The image should then be identified by its id
How to fetch current date in query filter of Totango Integration
Hi, Zoho Support. Good day. I have read your docs regarding COQL but I cannot find anything related to fetching the current date in COQL. Can someone please help me with this or is this even possible in Totango Integration? What I need is the correct
How do I identify records with same mail domain using API?
I want to get the count of records with email domain "@xyz.com" But using regex in search query API doesn't yield desired results I queried the records that ends with @igdtuw.ac.in , But this isn't giving any results.
Kaizen #27 - Layouts in Zoho CRM
Hello everyone! Welcome back to another week of Kaizen! In this post, we will discuss the Layouts in Zoho CRM. 1. What are Layouts? Layouts allow you to organize various fields of a module into sections. They also allow you to set layout-specific properties such as mandatory, unique, default, etc, to various fields. Every module has a default layout named "Standard". You can also create your own layouts for each module. 2. Adding a new layout to a module Go to Setup > Customization > Modules and
Change CSS styling of .fieldupdate-highlight class on Canvas view
We have been setting up Canvas views for users. One of the biggest issues we have is unreadable text when a field is updated. CRM refreshes the area where the update occurred and adds light colored background that makes the white text unreadable. The
Change Task Owner Using API
How can i change the task owner using c# ou node api ? I tried this: RecordOperations recordOperations = new RecordOperations(); BodyWrapper request = new BodyWrapper(); List<Com.Zoho.Crm.API.Record.Record> records = new List<Com.Zoho.Crm.API.Record.Record>();
Select COUNT in COQL
Hello, I would like to execute a COQL query using a COUNT like this : SELECT COUNT(*) as Nbr, Last_Name, First_Name FROM Contacts WHERE (Last_Name like 'MY_NAME') GROUP BY Last_Name, First_Name HAVING Nbr > 1 But the result is : { ["clause"]=> string(8)
Creating records for approval from Node.js SDK 2.0
Hi! I'm trying to make a function in my webapp that creates records that have to be approved to Zoho CRM. I can't seem to find a way to make the record so that it has to first be approved in the CRM before it goes to the official module. The sample code
Using Zoho CRM Integrator (Wordpress plugin)...Form works, but does not create lead in ZoHo
I get no error message...It say's "thanks...." But I can not find the lead anywhere in my ZoHo admin screens.
[API] Endpoint for sending mails - all users should send quotes with their own email address (FROM address)
Hello, my main objective is the following: I would like to create a CRM button that can be used by many different people. Under the Quotes module, this button should allow you that you can click on several data records and then send a standardised quote
ZOHO CRM New Update 13 - March - 2023
Hello All, ZOHO CRM has updated the JASON format of a record, I am sharing the details below. @Bhoomi Joshi Please confirm if can we roll back this feature because we are facing some issues like we are not able to get the Key and value as
Using CRM API to insert/update product "List Price" and "Quantity" does not auto-fill related pricing information
When updating or inserting only certain parts of pricing information (list price, quantity) of a product, how do you force the backend to auto-insert relevant "Amount" and "Total"/"Grand Total"? Example of my quote insertion: ... <Quotes> <row no="1"> ... <FL val="Product Details"> <product no="1"> <FL val="Product Id">123456789</FL> <FL val="Quantity">1.0</FL> <FL val="List Price">123.0</FL> </product> </FL> ... </row> </Quotes> Thank you for your help!
Unable to get records with refresh token
Hi all, I'm using the REST APIs to generate the refresh-token (which I'm getting back successfully). However, with the access token obtained in the response, no other all are going through. I'm constantly getting the same error message as below. I don't
Where do I find the postman collection for ZohoCRM?
I just watched this video: https://www.youtube.com/watch?v=ETlhFkx47rg where the presenter downloads a postman collection to demonstrate the new api. The URL he provides to find the collection does not have a link to download it. Where can it be found?
Webhook "Unsupported field". Field exists and has correct name.
I have added the following field to Leads (and Accounts, Contacts. Opportunities on conversion): Field Label: requestRef It is marked as an external field, at the organization level. It is marked as 'show' - it is visible. I am able to set it with my
Extension pointers - Simple yet significant pointers #12: Functions for Zoho CRM extensions
Functions are essential in achieving logical functionality for an extension. You can easily code your functions in Deluge using drag-and-drop tools to meet your requirements. How to create functions for Zoho CRM extensions in Sigma Go to Sigma and select
how to generate grant token without using developer console
hello i have the same question as describe in this post https://help.zoho.com/portal/en/community/topic/how-to-generate-grant-token-without-using-developer-console. Im trying to build a microservice that can perfrom api request against the zoho crm v4
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