Kaizen #189: Manipulating Multi-Module Lookup (MML) Field using Zoho CRM APIs
Hello everyone! Welcome back to another week of Kaizen. In this post, we explore the Multi-Module Lookup (MML) field in the Appointments module of Zoho CRM. You learn what an MML field is, how it works, and how to use it with Zoho CRM APIs. Table of Contents:
Missing Date Field Type Blocking VAT Calculations in Custom Zoho CRM Module
I'm working on a custom VAT calculator within Zoho CRM where I need to store the purchase date of a product and calculate VAT based on that date, since VAT rates can vary over time. However, while creating custom fields, the only available data type is
Trying to fetch related list data from deals module
I need to fetch stage history data which comes in related list in deals module using coql. How can I achieve that? { "select_query": "SELECT Technical_Survey_Date as system_order_confirmation_date, Stage,Created_By, Latest_Quote_Creation_Date,Originating_Source,
CRM Client Script Buttons
Hello, Client Script ZDK list button functions, but I am not sure how to interact with them. I tried a few methods of getting the API name for a custom button, but no luck. Any ideas where the button API names are stored? Also, custom buttons must be
Quotes: Export to PDF and attach using API
Hello, I would like to automate the following: - create a Quote for an account - export that quote to PDF - upload the PDF back into ZohoCRM, as an attachment for that Quote using API methods. Is this possible, has anybody done this before? Thank yo
OAuth Error - {"error":"invalid_code"}
curl -v --ipv4 -X GET \ --url 'https://accounts.zoho.com/oauth/v2/auth?response_type=code&client_id=[CLIENT_ID]&scope=AaaServer.profile.Read&redirect_uri=https://my-real-domain.com/zohocallback.xhtml&prompt=consent&access_type=offline' RESPONSE Location:
Kaizen #188 - Building a Timer and Worklog Widget (Part 2)
Welcome back, Tech Wizards! In Part 1, we developed a Timer Widget that logs active work sessions into the Timer Entries module. Now, let's enhance this functionality by transferring these entries into the Work Log subform within the Cases module using
How to use Quoted/Invoiced_Items custom fields APIs in Deluge ?
Hi, I'm trying to do a function to create an invoice from my existing quote, but I can't use some datas in the mandatory Quoted_Items Subform as it's from custom fields I've created and it's available only using APIs V2.1. So I tried what I found in the
Efficient way to get a list of records like Notes under Leads that changed in last N minutes
Hi, I am writing a process to consume the Zoho Leads and put it in an internal system. For Leads, Accounts and Contacts, the getRepords with lastModifiedTime works great as I can call the API to get only the updated records say in last 30 minutes. However
Missing "Created_Time" Field in Zoho CRM API Search Results
Hello, I've noticed that the "Created Time" field is visible in the Zoho Canvas view for my Accounts Module. However, I'm unable to retrieve this field's value via the Zoho CRM API. Specifically, when using the /search endpoint for the Accounts module,
Invalid OAuth Token When Using Zoho CRM API with Postman
We're in the process of integrating Zoho CRM with our Django backend and currently testing the API endpoints via Postman. I've forked Zoho's official CRM REST API collection in Postman for this. Steps Taken: Created a Self Client via Zoho API Console:
Assistance Required for Fetching Custom Subform Data in Zoho CRM Widget
Hi Team, I am facing an issue with my Zoho CRM Widget. In the Quotes module, there are two Subforms — one is a predefined Subform, and the other is a custom Subform that we have created. In the Inspect console of my widget, I am only able to see the predefined
Zoho CRM API, Python SDK v7 Quoted_Items
Hello. How do I use this SDK to retrieve the Quoted_Items from a Quote and downstream the items in a Sales Order I can see references to a constant INVENTORY_MODULES_ITEMS = ["invoiced_items", "quoted_items", "purchase_items", "ordered_items"] But I cannot
Kaizen #116 - Client Types in Zoho API Console
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss different client types available in Zoho API Console, and when to use each. When you register an app in Zoho API Console, you typically choose a client type
Notifications API - how to handle channel expiry
The Documentation doesn't give a lot of detail on how the Notification API should be used. Am I correct that I can only open a channel for a maxmimum of 24 hours? And once the channel_expiry date has passed, I will no longer receive notifications? What
Kaizen #187 - Building a Timer and Worklog Widget (Part 1)
Howdy Tech Wizards! Welcome back to a fresh week of Kaizen! This time, we are diving into a two-part series where you will learn how to build a Timer and Worklog Widget for Zoho CRM. This widget helps track active work time and log multitasking sessions
Kaizen #154 - Dynamically Update Picklist Values in Zoho CRM Workflows
Hello all! Welcome back to another interesting Kaizen post. Today, we will discuss how to add automatically or remove values from a picklist field using Deluge within a workflow. This post serves as a solution for the forum post. Use case The sales team
Data Model - CRM Adjusting size of Entity boxes
(Sorry if duplicate, previous post seems to have disappeared.) I am viewing the Data Model for CRM, and while it is great to see such a model, there is an obstacle. Many of the entities show only a subset of their fields. The entity boxes have scrollbars
Unable to Retrieve refresh_token from Zoho Self-Client OAuth Flow
Hello Zoho Support Team, I am currently integrating Zoho CRM with a custom Node.js backend using the Zoho OAuth 2.0 authorization process. I created a Self-Client from the Zoho API Console and generated an authorization code successfully. However, when
Widget JS SDK to Upload a photo to a record in a Module
Good day, I would really appreciate it if someone can assist me. I have written a widget, to be used in a Custom Module in CRM. My goal: I want to upload a photo from my computer and display it in die "upload image" field. I am using the JS SDK: https://help.zwidgets.com/help/v1.1/index.html
Filter lookup field using client script
Hi, I used client scipt to filter a lookup field- the trigger is on detail page onload. It works, however sometimes when I start typing in that field the filter is removed and the whole list is shown. What can I do so that should not happen? Thanks
CRM API Search Record for Last Name equals "."
When using the CRM API to look for all contacts with a lastname = "." The API returns an Invalid Query Reponse I have tried (Last_Name:equals:.) (Last_Name:equals:%5C.) (Last_Name:equals:\.) We have a scenario where the Last Name may not be known for
Zoho API integration - missing tables even after using MODULES.READ scope across all modules
I tried to connect Zoho CRM to my Airbyte connector. I used clientid, client secret and the refresh token to do so. All I see is 77 tables available after connector. I miss few tables like lead agreement deal contact Can you please let me know, what scope
Kaizen #186 : Client Script Support for Subforms
Hello everyone! Welcome back to another exciting Kaizen post on Client Script! In this edition, we’re taking a closer look at Client Script Support for Subforms with the help of the following scenario. " Zylker, a manufacturing company, uses the "Orders"
Zdk-cli
As i have tried to login to zdk cli as it returns this error ✔ Success! Logged in as JAYANTHAN ✖ Error during initialization of zdk api supported only in sandbox environment
Add Custom Text Fields as a component in Dashboards
Hi Team Idea: Adding custom text fields as components in dashboards. This will allow those of us creating the dashboards to better segment the dashboard into sections allowing a better front user experience where we are showing different categories of
Zoho CRM in Microsoft Power Automate Custom Data Connector
Hello, I have set up a custom data connector in Microsoft Power Automate. It is a connector to retrieve Zoho CRM data. I am pretty certain that I have entered the OAuth 2.0 authentication information correctly. However when I test the Get request https://zohoapis.com/crm/v2/leads.
Client Script: new value not set after calling setValue() - what's wrong?
I'm new to Javascript and Zoho Client Script, though I have experience developing applications in C and Java. I have been trying to figure out why my code doesn't work and would appreciate help from the community to point out what's wrong. For my current
What is minimal OAuth scope to know user's ZUID and ZOID?
Hi! I need to link Zoho's user's account and organization with user and organization in my App. I know scope "aaaserver.profile.READ" shows ZUID at "/oauth/user/info" endpoint. And "openid" scope shows string 123.456 in "sub" key of "identy_token" JWT
Best practices for logging - Custom Scripts/Functions [How do you do it / Survey]
Hi @all , I would be very interested to know how you log your functions and client scripts. Until now, I have always sent error messages and relevant logs to a central e-mail address, but this quickly becomes confusing and can clutter up my mailbox. How
ZOHO CRM and Make.com integration, Search records API Call
Hello, I am trying to use the search records api call through make.com however I keep getting the "Invalid Query" error even though I am sure I have formatted the query correctly. I have uploaded a screenshot of the query, could anyone please let me know
Bulk Write APIs: Step 3 returns "FILE_NOT_SUPPORTED" 400 Bad Request
Hello. I am trying to upload data to Zoho using the Bulk Write APIs. So far, I've successfully uploaded zipped .csv file and received the file ID. When I try to implement Step 3: Create a bulk write job, I get 400 response: { "status": "error", "code": "FILE_NOT_SUPPORTED", "message": "File not supported for bulk write", "details": {} } What I do wrong? Here is the request I send: { "operation" : "insert", "callback" : { "url" : <my callback URL>, "method" : "post" }, "resource"
Kaizen 185 - Subqueries in COQL API
Hello everyone!! Welcome to another Kaizen week, where we discuss developer centric topics every Friday. This week, we have picked an interesting topic to discuss - Subqueries in COQL API. Zoho CRM's CRM Object Query Language (COQL) is a powerful way
FILE_NOT_SUPPORTED Error making Bulk Write request
Hello, I am trying to perform a Bulk Write request to the Leads module of Zoho CRM. I am able to successfully upload a zipped CSV file but I get the following error when I initiate the bulk write job: 400 - {"status":"error","code":"FILE_NOT_SUPPORTED","message":"File
Can't access to a Custom Module in Client Script
I just created a new Module few hours ago. Now I'm trying to fetch data from this module in a client script but I cant't. When I write ZDK.Apps.CRM. it doesn't recognize the new module. It recognize all other modules (from Zoho and custom) but not the
API - Pulling next 10 records from Emails endpoint
We are attempting to pull Emails from Accounts using the API (/Accounts/ID/Emails). The call works fine, but we are trying to implement the paging. Documentation seems to suggest using the index parameter with the next_index value returned, but we have
invokeUrl - send body with GET request
Hello, I am trying to utilize the invokeUrl Deluge function to send a GET request with JSON request details in the body to my Node.js (Express) API. Request information is sent in the body because the request data can exceed URL parameter length and because
jsonarray.
Zoho CRM says "Invalid input for Product_Details. The expected input type is jsonarray."
Client Script - getBlueprintTransitions returns array of empty objects
Just like the title says, when I'm getting the Blueprint transitions via client script, the function returns an array of empty objects. It does correctly get the number of blueprint transitions on the page, however all the objects are completely empty.
Zoho API COQL authorization problem
Hello! I am encountering a problem while executing a COQL endpoint request. I'd like to execute a simple COQL request, but whenever I try sending a POST request I get this response: {'code': 'OAUTH_SCOPE_MISMATCH', 'details': {}, 'message': 'invalid oauth
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