How to retrieve all lists (custom views) and all contact properties?
Hi, Does anyone know is it possible (and how) to retrieve, by using REST API, all lists (custom views)? Information I need are: list name, list id and list size. Also does anyone know how to retrieve (using REST API) list of all available contact pr
Kaizen #77 - Multi-select Lookup Fields in API V4
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss how to add data to multi-select lookup fields using the insert records API. Note that this support is available only from CRM API version 2.1 and up. We have
Email can't be sent using this address from CRM API
I am using the CRM send mail API https://www.zoho.com/crm/developer/docs/api/v2.1/send-mail.html. I am receiving this error: { "data": [ { "code": "INVALID_DATA", "details": { "api_name": "email", "json_path": "$.data[0].from.email" }, "message": "Email
Update on MultiLookUp field does not work using API
Hello, I found an issue with the Update Records method: https://www.zoho.com/crm/developer/docs/api/v2/update-records.html I copied the sample code (NodeJS Native) from the link I mentioned and added a MultiLookUp field to the configuration object, which
API V2 searchRecordsByCriteria doesn't return all records
I've got an issue with results returned by api. I'm using php sdk atm. $bulkAPIResponse = $zcrmModuleIns->searchRecordsByCriteria("Lead_Type:equals:My Customer"); This returns only 7 records, when in Zoho UI I clearly see 8 records. Moreover, when I change the criteria to match that missing customer name $bulkAPIResponse = $zcrmModuleIns->searchRecordsByCriteria("Account_Name:equals:Dr Anakie"); I can get that record via api and I can see that specific field ["Lead_Type"]=> "My Customer" Can somebody
Client Script: Catch Newly Added Subform Items onSave
Hi. I'm having problems with client script and sales orders ordered items subform. I need to check each product for a specific flag, and I would like to do it when user save a new order or after modifying an exisitng one. I can't get newer added items:
Zoho CRM Deluge - Converting Date/Time field to format "5:30 PM" with original timezone
EDIT: This is resolved. The solution is the following: Appointment_Date_Time="2023-02-23T10:30:00-08:00" Appointment_Date_Time.toTime("yyyy-MM-dd'T'HH:mm:ss").toString("HH:mm a", "PST"); ------------- Hello! I'm trying to turn a Date/Time field (i.e.
Some UTF-8 symbols are incorrectly stored in custom module, especially emoji
This is a shared problem in creating a record in custom modules over the CRM API as well as using the built in custom related list to display the data in custom modules. (Similar to this topic by @benjamin.jentsch ) Say you have a record and want to display
Kaizen#76 - Using ZDK CRM APIs in Client Script
Welcome to another week of Kaizen! In this post, let us discuss about the ZDK CRM APIs in Client Script. Client Script provides us the flexibility to use its collection of ZDK Client APIs and ZDK CRM APIs. The ZDK CRM APIs invoke the Zoho CRM APIs. Here
Search records API returning 204
I have a record in accounts module with id 1234 and custom field custom_id 5678. when using CRM UI, I can see the account record 1234. search by custom_id 5678 works perfectly well too. all good. when using the search API for this particular record though,
Zoho CRM: get invoice PDF from custom button function
Hello, I'm developing an extension for Zoho CRM to sign documents via an external service. I have a custom connector which calls the external service and submits a PDF to be signed. I have a custom button in the Invoice Details page which triggers the
How to manage subforms layout within the Quotes module?
Hello, We are using Zoho CRM to build our quotations and therefore we have added a subform in the Quote module: a table "Quoted Items" with the products information. I have 2 concerns related to the layout: 1. the layout is not "responsive" to the webpage
update Cureency Exchange via API - Error
Hey team, I've looked to this wiki: https://www.zoho.com/crm/developer/docs/api/v4/update-currencies.html That's what I need to do, to update 2 currency exchanges from my CRM, so new deals will take the new rate. So, I have this code: // Create a map
Send mail merge PDF using an email template
I'm looking to create a function that mail merges a PDF document, and sends it via email. The email is sent from an organization email address, and it has to be attached to the "emails" section of the record that triggers the function. Originally, I used
Hello here check my code and after call api get success message but not show in deal
Hello i need help for APi $url = 'https://www.zohoapis.com/crm/v2/deals'; $data = array( "data" => array(array( 'Deal_Name' => 'New Deal by kirti', // Replace with your own deal name 'Amount' => 1000, // Replace with your own deal amount 'Stage'=> "New
CRM - Automatically trigger sending bulk email templates to multiple contacts for different clients
Our CRM database tracks many different clients, each with their own contacts, and we need a way to use the Email Templates that we have set up to send emails in bulk to specific contacts for each client when that client's "Benefit Renewal Date" is 120
How to mark a deal with "New customer" or "Existing customer"
Hi all! We have developed an API which imports all our deals from another system. When the deals gets imported, it checks if the linked customer already made a purchase with us before, or not. It is working somehow - but not entirely. We have two types
Create a link on Canvas details page to open a Zoho Forms form
We have many forms for client onboarding and offboarding. Our sales and client coaches barely know how to use Zoho CRM, so I've created Canvas views for most of the modules they use. It's made it easier but now we need to add the ability for them to access
Kaizen #74 - User's Unavailability #APIs
Hello everyone! Welcome back to this week's post in the Kaizen series on User's Unavailability APIs. Business and meetings go hand in hand. There are times when you attend a meeting with your clients or partners on a weekday and during the working hours.
ZOHO 204 non content responce on Contact and Project modules.
Im Using ZOHO Contact Module and Project Module. When Fetching data from REST API. Sometimes I get 204 responses, But after a few time retries API returns 200 successful responses with the content. Is there any reason for these kinds of issues?
Cannot update Tag via API
I'm trying to change Tag via API, but it has no effect. I've tested my code - it can update other fields, so I suppose something is wrong with the POST body. Here is my POST body sent to /crm/private/xml/CustomModule1/updateRecords?newFormat=1&version=4&scope=crmapi&authtoken=****
Extension pointers - Simple yet significant pointers #11: Testing an extension in sandbox
After developing an extension using the Zoho developer platform, developers will want to test it before publishing it and making it available to end-users/customers. The Zoho developer platform includes a sandbox testing environment, which is a simulated
MANDATORY_NOT_FOUND error when inserting a Quote via the REST API
I am trying to create a Quote via the REST API. I have tried submitting the same data as is described in the documentation here: https://www.zoho.com/crm/developer/docs/api/v4/insert-records.html I have tried both v2 and v4 of the API. I keep getting
Kaizen #73 - Portal #APIs [Part II]
Hi everyone! Welcome back to another week of Kaizen! In continuation to our previous post on Portal APIs in Zoho CRM, we will discuss more on user groups and users this week. Let us consider the case of the automobile industry. In such a case, you may
Zoho CRM php SDK error
Hello, I've been getting this error with the zohocrm/php-sdk and i'm not sure how to resolve it. PHP Fatal error: Type of zcrmsdk\oauth\exception\ZohoOAuthException::$file must be string (as in class Exception) in ... ^ How would I resolve this error?
Zoho PHP SDK issues after updating environment to PHP 8.2 - dynamic properties depreciated
In addition to "zcrmsdk\crm\exception\ZCRMException::$file must be string (as in class Exception)" addressed here: https://help.zoho.com/portal/en/community/topic/type-of-zcrmsdk-crm-exception-zcrmexception-file-must-be-string-as-in-class-exception There
Type of zcrmsdk\crm\exception\ZCRMException::$file must be string (as in class Exception)
Upgrading an app from PHP 7.4 to 8.1, using the same zcrm_oauthtokens.txt file and zohocrm/php-sdk-archive 2.2.1 I get the following exception Type of zcrmsdk\crm\exception\ZCRMException::$file must be string (as in class Exception) Any idea what causes
Trying to take an image attachment from a CRM record and display it on a Creator Page
Hi all, I'm pretty good with deluge scripting and HTML, but less familiar with invokeURL calls I seem to be able to get the attachment IDs, but not sure how to get and display the actual image in HTML. I'm located in Australia and so I think it uses accounts.zoho.com.au
Data Freezing when "Status" Field in Custom module is set to "Closed".
I need a client script code to freeze all data in a module when the "Status" picklist field is set to "Closed" and the enteries are saved, for all other users except admin.
Kaizen #72 - Portal #APIs [Part I]
Welcome back to another week of Kaizen everyone! This week, we will be discussing the Portals API in Zoho CRM. What are Portals in Zoho CRM? Portals in Zoho CRM allow businesses to extend access to their CRM to external stakeholders, such as customers,
Scopes for endpoints
Hi can i know the scope for this endpoint https://www.zohoapis.com/crm/v2/Emails?
Having Real Difficulty with Adwords Attribution
I have followed the steps outlined here and authenticated my google adwords account. https://www.zoho.com/crm/help/google-adwords/configure.html?src=product#Hidden_Element. I've set a conversion to be Lead/Contact is created. I have auto tagging enabled. Im having real trouble with the Step 5, Tracking. I've requested multiple demo's using the "request a demo" button, but have not had anyone from Zoho contact me at the booked time. I've added the tracking code to all web pages in wordpress. This
I'm getting incomprehensible strings when fetching API endpoints
I'm getting the response as follows, just a bunch of unknown characters. Payload is custom, everything inside payload is just the raw API return. I'm getting this with all endpoints except for the Leads endpoint. I'm using API V3. This specific return
Zoho CRM
Hi, Is there a parameter that can filter out user ids of Emails in the Contact Module? ex: Ex: https://www.zohoapis.com/crm/v2/contacts/5553499000000512044/Emails
Invalid module
I am writing COQL query on LinkingModule2 table. The query is , SELECT Products_Name FROM LinkingModule2 WHERE Id != '' When I execute it, I am getting error as, {"code":"INVALID_MODULE","details":{},"message":"the module name given seems to be invalid","status":"error"}
Kaizen #26 - Linking module and Multi-select Lookup fields
Hello everyone! Welcome to another post in the Kaizen series! This week, we will discuss how to add/delete values to a multi-select lookup field through linking modules via API and achieve many-to-many relationships. Your data in CRM are often inter-related. For example, you may want to associate an account with contact. You can easily achieve this through a lookup field in the Contacts module that looks up to an account in the Accounts module. As you can see, this is a one-to-many relationship.
How to get records using Modified_Time greater than specific time?
Hi, I am getting records using 'Record APIs'. Now trying to do 'search records ' bases on Modified_Time. Eg: Like last one day modified records based on Modified_Time. I am trying this way, but getting invalid data error. https://sandbox.zohoapis.com/crm/v2/Contacts/search?criteria=(Modified_Time:starts_with:2018-08-31) { "code": "INVALID_DATA", "details": { "api_name": "Modified_Time" }, "message": "invalid data", "status": "error" }
Created multiple blueprints, in which order will they be executed? Zoho CRM
Quotation of the day If you have created multiple blueprints, in which order will they be executed? Select one: a. Based on time created b. Based on user roles c. Based on the order in which they're listed d. Based on the last modified time Thanks & Regards
Search Records "in" Criteria Responds Empty
I am looking up multiple records in a linking module, linking Contacts and Accounts (which I've renamed to Entities) called Entity_Members. I want to get a list of matching Account IDs based on a list of Contact IDs through that linking module. I was
Is there any way to trigger workflow whenever user add a Note in CRM
I want to trigger a workflow whenever user add Note in the related list.
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