How would you improve this lead life cycle scheduled function?
void schedule.IntegratedLeadProcessing() { // STEP 1: Retrieve Leads from CRM leads = zoho.crm.getRecords("Leads",1,200); if(leads == null || leads.size() == 0) { return; } // STEP 2: Process Timeline Engagement & Update Lead Status currentDate = zoho.currentdate.toDate();
API method to convert a Quote into a SalesOrder ?
Hi, We need to convert a Quote into a SalesOrder using the Zoho CRM API but this action doesn't seem to be available ? (cf online doc). It's strange because the conversion from Lead to Account is available. Is there a convertQuote available ? If not,
Kaizen 179: Choosing between ZDK CLI and Web UI : When to Use Each
Hello everyone, Welcome back! ZDK CLI uses commands to manipulate with Zoho CRM metadata from a terminal. While Zoho CRM Web UI remains the primary tool for manipulating Zoho CRM metadata like creating modules, configuring fields/layouts etc., using ZDK
Issue with COQL Query for Retrieving Notes via Zoho CRM API V7
Hello, I am currently working on a COQL query to retrieve Notes associated with Deal records via the Zoho CRM API V7. However, I am not receiving any response. When I used the V6 API, I did receive a response. Below is the COQL query I am using to fetch
Deluge Converting issue in File Upload of Excel Format to Xlsx in Subfrom
Scenario: In the Lead module, there is a File Upload field and a Subform. When an Excel file in CSV format is uploaded to the File Upload field, a Deluge script runs to read the document and transfer the data to the Subform using a client script on the
Kaizen #161: Global Sets using Zoho CRM APIs
Hello all! In this week, we will see how to work on the Global Sets using our Zoho CRM APIs. Global Picklist APIs were introduced in Zoho CRM API version 6. In this post, we will cover the following Global Sets in Zoho CRM Advantages of the Global Sets
Kaizen #177: Duplicate Check Preferences API vs. Upsert API
Hello all!!! Welcome back to another week of Kaizen. Last week, we discussed Optimizing the Use of Record ID Variables in Zoho CRM Queries. This week, we will explore two important APIs for managing duplicate records in Zoho CRM - Duplicate Check Preferences
Fetch record based on last modified time in zoho crm
Hi I have created a script in php in which I get Account name from zoho and store in database. I have created one more field last_modified_time in database. It will keep current time stamp by default. It is updated automatically when any action is performed on database. I want to get only data from zoho whose modified time is greater than last_modified_time in database. So I used last Modified Time function to fetch the data but it is not working for me. In php, I have created a function getdatafromzoho()
Error due to - 'Internal Exception' when uploading Sign-generated PDF file to workdrive via Deluge in Zoho CRM
Hi I wasnt getting this error a few days ago and my code had not changed, so I'm wondering if there's a Zoho bug somewhere? I am downloading a PDF file from a Zoho Sign url using invokeurl and then uploading it to a Workdrive folder using zoho.workdrive.uploadFile.
Kaizen #99 - Render Widgets Using Client Script
Hello everyone! Welcome back to another interesting post. In this post, let us see how you can render Widgets using Client Script. Widgets are embeddable UI components that you can create and add to your Zoho CRM. You can use widgets to perform functions
Kaizen #178 - Filters & Criteria in Zoho CRM APIs
Hey everyone, and welcome back to another week of Kaizen! Ever felt overwhelmed by the sheer volume of data in your Zoho CRM? Sifting through countless records to find exactly what you need, or to operate on specific records that meet a certain criteria,
Client Script - onBeforeUpdate, how to get the new value of picklist
Basically, I have "Contact Type" field, and if a particular type is selected from within Canvas detail page, I want it to show a popup warning. I have all of this working, except that getvalue on the particular field in question shows the currently saved
ZDC Hackathon 2024 Category-wise Winners !
Zoho CRM Client Script Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Client Script – Product Category award for their outstanding innovations! Team 1:
Trying to copy Active Leads to a Custom Module called Dead Leads
Hi, I am trying to code when the "Active Lead Status" field is changed to "Dead", a copy of the record should be created in the "Dead Leads" module while keeping the original lead in "Active Leads." I am using the following code but I keep getting the
Mass Action Button Script
Hi all, I've been trying to search a lot of places for a solution on how to do a button placed at the "Mass Action Menu" and thus only updating multiple CHOSEN records at once. After finding no success whatsoever, I decided to just run and test whatever
Lookup Field Values In BulkRead
I am pulling cases from the Zoho Case module using the BulkRead API. However, I am receiving IDs (random numbers) as field values. I later discovered that if I include column_name.Name in the returned fields, I get the actual value. However, this approach
Kaizen #78 : How to disable clone record?
Hello everyone! Welcome back to another interesting Kaizen post. In this post, let us discuss a workaround solution for the use case - How to disable clone record for a user. Requirement Consider that you want to disable the clone option for the Deals
Mass-Delete-Action over API doesn't work because of scope
Hi all, we're currently trying to mass delete 40000 deals from our CRM, that we have already put into a custom view. I'm not that used to the API, but I managed to authenticate by https://accounts.zoho.com/oauth/v2/token with Postman and going by the
Remove Special Characters "\" using Zoho Deluge
Who needs this? I don't know! I did, and I sure did not find any helpful information out there, not with this keyword though. So, if you find this article because you searched the same thing as I do, then hey, you're in luck! And do note that I am not
Possible to use REST API without a user to perform the interactive login?
Hi, I am hoping to use the CRM API to push data into ZOHO CRM from our enterprise application. This may need to happen at any time of day and there could be a long interval between calls to the API. Also, there will not be a user triggering the request
Kaizen #111 : Set default values based on Page Layouts using Client Script
Hello everyone! Welcome back to another interesting Kaizen post. In this post, let us discuss how to set default values for fields based on different layouts using Client Script. In this Kaizen post, What are Page Layouts? Client Script is specific for
[How-to with Example] Getting field value/data in Client Script from lookup field record
Imagine you have a field you would like to prefill a field based on a value from another record in another module. In this case, we are looking into a scenario where an Asset (custom module) module is being created from a Deal module. Meaning, there is
Introducing 'Queries' In Zoho CRM
Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.
Experience sharing - creating quick prototypes to align understanding
Curious to hear from developers in this community - How do you create a prototype of Zoho CRM customised changes quickly with little coding so that you can validate your idea and requirements with stakeholders? The latest method I have found still requires
How to Check if the Access Token is expired?
Hi Zoho CRM Team, I want to ask if there is a way or if there is an API to check if the access token is already expired. This is to avoid having several active access tokens. I really appreciate any help you can provide. :)
Relation name issue with getRelatedRecords
Hi, I'm puzzled because of the following. I have custom modules Participants (CustomModule5) and Departures (CustomModule1): a Contact can be a Participant in multiple Departures. Participants used to be called Passengers; it was renamed to Participants
Function deleted after releasing connection in Kiosk
Hi Everyone I create a Function (Automation) and link it in a Kiosk Workflow. Later, I decide not to use this function from Kios anymore, so I delete the entry in the Kiosk Workflow and publish the new Version. Problem 1: The Function remains linked until
GetRecords.py UNABLE to PARSE DATA
Hello, I am trying to follow the GetRecords.py sample but I am getting a Status Code: 400 Status: error Code: UNABLE_TO_PARSE_DATA_TYPE Details Message: either the request body or parameters is in wrong format Any thoughts on how to fix this?
python Message: invalid external fields in header
Hello, I am trying to follow the GetRecord.py sample and put in my record ID from my URL and I am getting this error: Status Code: 400 Status: error Code: INVALID_DATA Details Message: invalid external fields in header Thanks for any help. I've double
Zoho CRM function invoked by REST API Key does not receive a POSTed payload from Zoho Sign's webhook feature
Posting a payload to the URL of the API Key invokes my function, but I can't access the POSTed payload data inside my function. I have confirmed that a payload is being POSTed correctly by testing with my own hosted webhook. I have tried receiving the
Kaizen #175 - Leverage Settings Widget for Zoho CRM Extensions
Howdy, innovators! Welcome back to a fresh week of Kaizen. This week, we will delve into configuring a Settings widget in Zoho CRM for the effective functioning of extensions. It centralizes around key configurations that will be carried out to various
Populating Lead ID in Deal Record
I’m trying to create a unique identifier to match deal and lead reports, and my plan was to use the Lead ID as the key. However, I’m having trouble figuring out how to get the Lead ID from the lead record into the deal record during the lead conversion
How can i get and update Multi-Select Lookup field through API?
Hi! How can i get and update Multi-Select Lookup field through API from/in Custom Module?
Request for Assistance with Script for Updating a Custom Field in Accounts
Dear Zoho Support Team, I have created the following script, intended to automate the update of a custom field called kontrolka in the Accounts module based on data from the Leads module. Below is the script: // Get the account ID from the Lead var accountId
Kaizen #174 : Client Script Commands
Hello everyone! Client Script Commands feature is a highly anticipated functionality that enables users to trigger Client Scripts anywhere within Zoho CRM, extending the scope of client script beyond standard pages and events. In this Kaizen post, we'll
COQL equivalent to zoho.crm.getRelatedRecords
Hello i add a standalone function, that i call from my js app with ZOHO.CRM.CONNECTION.invoke etc in the function i fetch with something like this AllContacts = zoho.crm.getRelatedRecords("relation_name","parent_module_name",recordid); it works great
Function went from fine to nonfunctioning without change
url = "https://www.zohoapis.com/crm/v7/Accounts/" + id + "/Attachments/" + attach_id; file_engage = invokeurl [ url :url type :GET connection:"zoho_attachments" ]; The attach id is grabbed from a file upload field account = zoho.crm.getRecordById("Accounts",id);
INVALID_TOKEN CREATING LEAD
An error occurs when create token with curl "https://www.zohoapis.com/crm/v7/Leads" -H "Authorization: Zoho-oauthtoken HIDE" -d"@Lead.json" -X POST I can read leads, but I cannot write them. The permission are: ZohoCRM.modules.leads.ALL ZohoCRM.modules.deals.ALL
How to search Locked Record?
Hi， I have script like below, however seems this cannot search those locked record. what para I can add to search locked record? var invoice_info_list = ZDK.Apps.CRM.Invoices.searchByCriteria("(Sales_Order:equals:"+ so_record_id +")");
Audit Log Export via API
Hello, Based on the documentation here https://www.zoho.com/crm/developer/docs/api/v7/create-export-audit-log.html I need to specify the scope ZohoCRM.settings.audit_logs.CREATE to create a log export. I've created a Self Client app but when I specify
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