API Self Client - failing to get a refresh token / access token from authtooauth call
Hi, Do you have 1 example of how to do this correctly ? I have an auth token and believe I need to use "Self Client" model. So, using an existing auth token, I build a POST with the following data (json-formatting the below gave me an invalid response type error): client_id=1000.xxxxxxxxxxxx&client_secret=yyyyyyyyyyyyyyyyyyyy&grant_type=authtooauth&authtoken=9b3zzzzzzzzzzzzzzzzzzz4b&scope=ZohoCRM.modules.ALL I send this to https://accounts.zoho.com/oauth/v2/token/self/authtooauth since my Zoho instance
Quotation Management Installation stalled at "Setting up Application Please wait, while we work our magic"
I've attempted to install Quotation management about 5 times. Each time, I push the install button, push confirm and then I get this screen. I have let it sit on this screen for 12 hours and it still doesn't complete. I've restarted numerous times. No love. Anyone else see this? How do I get support from Zoho for this? Thanks, Dave
Examples with zoho crm
Hello Team, I am working zoho crm technology. i created two module 1 and module 2. * how to fetch record of module 1 * how to show records in module 2 of module record with map data * we are using the same field in module 2 how is possible can anyone help me what i have to do in this ?
REST-API v2: search in CRM with ampersand
Hello, currently, we have some companies in Zoho CRM under the "Accounts" module. Some of them contain an ampersand (&) in the account name which makes it impossible to search for. E.g.: GET https://www.zohoapis.eu/crm/v2/Accounts/search?criteria=(Account_Name:equals:Buch Musik) works fine. But GET https://www.zohoapis.eu/crm/v2/Accounts/search?criteria=(Account_Name:equals:Buch & Musik) throws http error 400 (invalid query formed). I tried to escape the ampersand (\&), I tried to replace it by %26,
Sales Order Export Directly to Deal Attachment
Currently when we export a sales order to our sale order template it is downloaded to the sales person's computer and then they have to manually add it to the Deal in the attachment related list so we can add it to Zoho Sign to send for a signature. I want to export the PDF directly to the deal. Can I do this within the CRM? Or with Zoho Flow?
Tracking Mail Merge Emails with Email Status Filters
Hi, I would like to organize my mail merge emails according to their status (opened, bounced, etc.) with the email status filter on the left side of the screen. Unfortunately, I am not getting accurate results with the filters on who opened the emails or if the bounced. Any advice here? Thanks, Kent
Posting data from my web application, to a custom module in Zoho CRM
Good morning, I am having trouble populating a custom module I've built from a form in my node.js application. i do not want to use web forms because styling is going to be difficult. It is a multi-step form with lots of javascript. Much rather prefer to post form fields from my web app on every form submission to the custom module I've created. What part of the docs do I need to look at for some examples considering we are now using Zoho V2. Lots of code seems to be outdated in the Node SDK Docs,
Tracking Sales Goals
We've recently moved from pipelinedeals.com to zoho as the automation has great value to us. With pipeline, we were able to set sales goals and track our salespersons progress of those goals. However, it seems we've lost the ability to manage our sales persons goals and the ability to track their sales in zoho. Does Zoho have anything like this in development or is there a way to actually do this?
Linking Mass Email to CRM Campaign Functionality
We have successfully sent a few mails using the Mass Email function in CRM. However, it seems odd that we cannot link this activity to the Campaigns function, i.e. create a campaign list there, and then link a Mass Email to the list and manage the Mass Email from the Campaign function. Am I missing something? Seems highly illogical and I fail to see the real value of the Campaign tool unless it can link across. Note: I am not talking about Zoho Campaigns tool - that is a separate module altogether
Ticket Email Notifications - Timestamp Mismatch
Hi there, We have noticed that when we receive the "FirstName LastName has submitted a new ticket" email, the times intermittently don't match. For example, the timestamp on the email header is different than the time shown in the email body section "A new ticket has been submitted by <user> at MM/DD/YYYY HH:MM AM.". See below: In the example above, the time is different by 3 hours, but some users have a time difference of 1 hour. The computers they are submitting the tickets from are in US eastern
All Attachments Sent through SMTP are Failing
For the last 2 days, no email with an attachment is processing successfully through the SMTP server. We have several Zoho accounts, and for any of them it is the same problem. I have one account that does not process through Zoho and through that account only can I send attachments. This is crippling a critical feature we depend on for using email. Please investigate what is going on. I can provide specific emails sent if need be.
Email Alerts not listed for after a blueprint event
Email Alerts that I have created are not listed to choose from to be sent out after a blueprint transition. What am I missing?
Can Zoho Support API retrieve data from my Custom Fields?
I have one custom field that I would like to read from the API but I don't know if/how I can do that. Any help?
Speeding up CRM sync
The syncing between Zoho CRM and invoice is just too slow. Imagine adding a customer in crm then creating an invoice. Do not rush it will not be ready. Change a customers details and want to reprint an invoice, grab a cup of tea. Add a new product and then try to do an invoice. Slow down speedy. Take it slowwwwwww. Made the error of trying to change an account detail related to a customers invoice. Zoho Invoice never caught up. Gave up in the end and got the liquid paper out. Zoho Invoice makes Zoho
postUrl with authorisation
Hi I am attempting to integrate Zoho CRM with Signable but need to know if the postUrl function has sufficient functionality to achieve this. Here is some PHP cURL code which performs a very simple task (retrieving all contacts) successfully. How would this be entered into the postUrl function? Specifically, how do I pass the api key and password? Here is my code. <?php // Initialize cURL $ch = curl_init(); $url = 'https://api.signable.co.uk/v1/contacts?offset=0&limit=10'; // Set URL on which
Accounts and Products
Hi ZOHO team. We are using Accounts\products association , and we need to perform back-office tasks , when a new association is created ( in simple words , additional Product is being added to an Account) I didn't find any way to create a webhook based on that , and I see , that doing API calls or custom function ( fetch all products or and accounts and finding deltas on the product association ) is very expensive. Can you please suggest a better way of doing this check ? thanks in advance .
Return the days between 2 date fields in a list
Hello, I have two date fields "From" and "To" I would like to return a list with the dates between these 2 fields. How can i do it? Example: From: "15/9/2019" To: "18/9/2019" List: {15/9/2019, 16/9/2019, 17/9/2019, 18/9/2019}
Zoho Sites now integrates with Unsplash
Zoho Sites integrates with Unsplash so you can access their entire library right from your Zoho Sites website builder. With one million professionally captured photos, you now have the freedom to personalize your website with beautiful and inspiring images. Take a look at our blog and help website to learn more. Unsplash in Zoho Sites
The "Migrate from Google Keep" button disappears
I click it once, read the tutorial to download the data. When I'm ready, it's gone.
PhoneBridge Asterisk 13 CRM ZOHO llama pero no cambia el estado de la llamada ni se guarda
Buenos días, Me Llamo Jorge Zegarra, probe el PhoneBridge en mi ZOHO CRM, al hacer una llamada si suena un telefonó. No obstante no se guarda en la BD de ZOHO CRM ni cambia el estado de la llamada. ¿Sera posible algún cambio en la configuración u otro tema? Por favor necesito ayuda. Gracias
ZIA in ZOHO Writer
Es fällt Ihnen schwer professionelle Schreiben zu verfassen & die richtigen Wörter zu finden? Mit ZIA in Zoho Writer gehört all das der Vergangenheit an! Die künstliche Intelligenz von Zoho liefert Ihnen ab sofort Vorschläge zur Verbesserung der Wortwahl & des Tons! Probieren Sie es aus & professionalisieren Sie Ihr Schreiben mit ZIA: https://zcu.io/zZ3O Mehr Infos: https://zcu.io/ghJv Viele Grüße Mai-Vi Phan
Meetup Termine für Juli 2019
Liebe Zoho Community Mitglieder, auch im Juli finden wieder unsere lehrreichen Meetups in München, Berlin und Frankfurt statt. Termine: 09. Juli 2019 10:00 - 13:00 Uhr in München 22. Juli 2019 10:00 - 13:00 Uhr in Frankfurt 26. Juli 2019 13:00 - 17:00 Uhr in Berlin Agenda: Was ist Zoho ONE und welche anderen Pakete gibt es? Wie bediene ich das Admin Panel Zoho ONE? Welche Apps sind für welche Abteilung vorgesehen? Networking - Vorstellung Online-Community Sie möchten gerne dabei sein? Hier gehts
Live Webinar: Zoho WorkDrive's digital workspace for remote teams
WorkDrive's collaborative tools for file sharing and storage bring everything into a unified space, simplifying your team's workflow and goals, no matter where everyone is located. Get the right technology for your changing workforce: join us for a free webinar on Thursday, September 19, 2019, to find out how Zoho WorkDrive helps remote teams and clients work better together. In this session, you'll learn how WorkDrive can help you: 1. Give your team a shared digital space to work together 2. Manage
Video tip 04: Do you want to set up repeated training sessions at regular intervals? Learn how.
Hello everyone, Sometimes it is difficult to organize and manage your everyday work and training sessions. Scheduling recurring or repeated sessions can be even more time-consuming as you need to create and maintain the training content, schedule multiple time slots for the training, manage registrants across each session, and more. Zoho ShowTime offers a smarter option for these cases that only takes a few clicks. Play the video below to learn how to use the same presentation content and set
Can not import negative values to Currency field from Excel
The nature of our business requires us to import both positive (i.e. 100.00) and negative (i.e. -100,00) values from Excel into the Currency field when importing Deals However, when we upload an Excel spreadsheet, only the positive numbers are imported into the Currency fields. The Currency fields where the negative numbers are supposed to appear remain blank after import. We are able to manually add negative numbers to the Currency field, so it's not as if the Currency field won't accept negative
ResponseCode 421, 4.7.0 Temporarily Deferred
hello, all our mails send to our partners with yahoo mails,are blocked with this message: ResponseCode 421, 4.7.0 Temporarily Deferred Message will be retried for 4 more day(s) please help, uwe
Date & number settings?
My formatsettings are in computer, ZohoCrm etc in Dutch: Date is showed like: dd-mm-yy Numers like 1.234,56 When i open excelfile from ZohoWorkdrive extension in windows maps i see all date's and numbers like my settings. But, when i open a file from the webapplication WorkDrive or by Permalink i see other dateformats: 08-09-19 (dd-mm-yy) is viewed as 09/08/19 (mm-dd-yy) 1.136,35 is 1,136.35 Can i correct these settings? Thanks, Eric.
.ics file will not import
I attend a number of webinars via Go To Webinar, but the .ics files will not import into my Zoho calendar (or calendar.zoho.com). An error message from the bottom of the screen immediately pops up saying Import Failed. Tried to attach file to this report, but that won't work either.
Unable to configure more then one Redirect urls for oauth
I have generated client id and secret using https://accounts.zoho.com/developerconsole. Everything works fine when i am having only one redirect URI. but when i try to configure more than one redirect uri's (comma separated) oauth url request get failed giving error as incorrect redirect uri. Note: When only one redirect URI is configured i was able to make a auth request without providing the scope in the auth url, and able to get access_token as well as id_token in the response. Therefore on googling
Community Digest - August 2019
Product announcements Check out the new feature upgrades we've introduced for Functions in Zoho CRM. We have added a few new configurations in assignment rules, updates to the importing process and much more. Check out last month's new feature enhancements in Zoho CRM. Zoho User Group Meetups Our final leg of meetups for the year are scheduled and registrations are open. In this series of meetups, we will delve into common challenges followed by sales administrators and discuss solutions.
How to add serial numbers for inventory adjustment of a particular item
When trying to add a serial number using Inventory adjustment via API in Postman I am facing an error like: { "code": 2205, "message": "The serial number value cannot be left empty. Please enter a valid input." } please help me with proper format to add serial numbers into the json. this the json prepared by me { "date": "2019-09-11", "reason": "Extra Stock", "description": "", "reference_number": "Test-IA-123", "adjustment_type": "quantity", "line_items": [ { "item_id": 519558000000686015, "name":
TXT Record name
Hi Im able to send email from my newly formed account, however I have no idea how to get my TXT Record name: "TXT Record name: ._domainkey.coretimbersystems.co.uk" Please help. Im not the most I.T litterate so maybe need an idiots guide. Regards T
Reports and Contact Roles
Hi there, I would like to run a deal summary report that groups by contact roles, but a bit more nuanced. I don't want to group by the 'roles' but rather the contacts themselves. You see, our deals always involve >1 contact, there in lies the need to utilize roles. However, I cannot find a report that allows you to use the contacts under contact roles, just the roles themselves. I've also created a custom field that allows us to add our people from a pick list. I can group that way, however, the
How to set up Parent/Child relationship in Campaigns
I want to run a campaign, this campaign will have child-campaigns. say, Master Campaign (parent) _________________________|_________________________________________ | | | | | Campaign A Campaign B Campaign C Campaign D Campaign E Each one of my campaigns will have some revenue generated. I
resivo un webhook de zoho flow y no se como darle respuesta con el siguiente json {"fulfillment Text ": "Text"}
dialogflow me enviando datos al webhook, hago busquedas en mi aplicación de zoho y al final de mi flujo necesito darle esta respuesta a dialogflow ... no se como configurar la respuesta del webhook! como se hace? esta es la respuesta que necesito enviarle de vuelta al diálogo flow despues de ejecutar mi flujo {"fulfillment Text": "text"}
action based on status of email
A new lead from web form is sent an email template as a workflow rule and the email is seen in record with status (clicked/opened). I want to be able to change the status of the lead when the initial email hits a specific status (opened). I believe there's nothing inside the box of CRM that allows for this but is it possible to do so with custom function or through any other development tool? Thanks in advance.
Upcoming updates - August 2019
Hello App Creators, Before the end of August, the Zoho Creator team will be rolling out the following features updates: Pin customization in map reports Criteria support for schedules Enhancements to rebranded mobile apps New UI for groups We'll comment below and update our changelog as these updates are made available. And here's the link to our previous post: Upcoming updates - July 2019 - - - - - - - - - Pin customization in map reports Applicable to: Zoho Creator 5 It's here! A feature that many
Update DueDate in Sales order based on Date in custom field
in need help on creating a custom function code to update Due Date and make it equal to another date field
Custom IF - Zoho Analytics
I am trying to get a formula that returns a negative number if a field is marked with a certain value. Otherwise it gives the positive value. Whatever I try, I'm only getting a positive return ... This is the formula I'm using - whereby if policy status = lapsed, the return is negative - otherwise it is positive. If_case("Policy Status",'Lapsed', '("PC (£) Lapse Reserve" *-1)', ["PC (£) Lapse Reserve"]) Can anyone tell what I am doing wrong? Thanks in advance James
Query: Records to appear in different color
I use this tool for my Automobile garage and I would want the vehicles that are to be displayed today to be in red and those which has few days time for delivery to be displayed in Green. How would i Achieve this? regards, Vijay
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