Kaizen #150 : Track and Monitor Activities in Zoho CRM using the Export Audit Log API
Hello all! Welcome back to another post in our Kaizen series. This post details how to back up and track history of actions, such as those performed on a module (example: Leads), track actions performed by specific CRM users, and filter entries within
Kaizen #149: Using GraphQL APIs to fetch data in a consolidated way
Hello everyone! Welcome to this week's post in the Kaizen Series! This week, we will discuss GraphQL APIs, a query language that provides an efficient, powerful, and flexible method for fetching and manipulating data from Zoho CRM. Let us consider the
Kaizen #148 - 'trigger' in Records APIs
Hello everyone! Welcome to another week of Kaizen! In today's post, we will discuss the "trigger" key in the Insert, Update, and Upsert records APIs. What is "trigger"? "trigger" is a key of the JSON type array. You can use this key in insert, update,
Kaizen #13 - Bulk Write API
Hello everyone! Welcome to yet another post in the Kaizen series. This week, we are going to discuss the Bulk Write API. What is the Bulk Write API? The bulk write API allows you to insert, update, and upsert records in a module in Zoho CRM in bulk. The primary difference between the bulk write API, and the Insert, Update, Upsert records API, is the number of records that you can handle. While you can insert, update, and upsert, only 100 records via the Insert, Update, and Upsert Records API per
Kaizen #146 - Assigning values to different field types using Zoho CRM SDKs - Part IV
Welcome to another Kaizen week! In our ongoing effort to enhance your Zoho CRM integration skills, we have been exploring various field types and demonstrating how to manage them using our different SDKs. So far, we have covered the Java, PHP, and Python
Kaizen #145 - Assigning values to different field types using Zoho CRM SDKs - Part III
Welcome to another Kaizen week! In Part I of our series, we explored the various field types in Zoho CRM in detail and demonstrated how to assign values to these fields using our Java SDK. In Part II, we continued by showing you how to work with these
Kaizen #53 - Sales Orders #API
Hello everyone! Welcome back to another week of Kaizen. In this post, we will discuss inserting, updating, and deleting a Sales Order via an API. What is a Sales Order? A Sales Order is a document sent to your customers to confirm the items and prices of a sale. It is usually created after a quote is accepted by your customers, and your items are ready to be shipped or delivered to them. Getting a Sales Order Use the Get Records API to get the record(s) from the Sales Order module. Request URL: {api-domain}/crm/v2/Sales_Orders
Kaizen #144 - Assigning values to different field types using Zoho CRM SDKs - Part II
Welcome to another week of our Kaizen series! In our last week's Kaizen post, we explored the various field types in Zoho CRM and their typical uses. We also discussed the utility of our SDK sample codes available in our GitHub repositories and how they
Kaizen #143 - Assigning values to different field types using Zoho CRM SDKs - Part I
Welcome to another week of our Kaizen series! Today, we will discuss a critical aspect of working with Zoho CRM SDKs across various programming languages: assigning values to fields of different data types. Zoho CRM offers a comprehensive suite of SDKs
Kaizen #139: Using Functions in Client Script and Handling Timeouts
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to invoke Functions using Client Script and how to handle Timeouts in Client Script. This post will answer the question raised in the post, Why Client Script
Kaizen #43 - Tokens and Limitations
Hello everyone! Welcome back to yet another post in the Kaizen series. This week, we will discuss the usage of tokens in authorizations and their limitations. Tokens in OAuth 2.0 Zoho CRM employs the OAuth 2.0 authorization model to authorize its API requests. Grant token, access token, and refresh token are the three major components that play an important role in the authorization process. Initially, the user needs to register a client with Zoho CRM. After registration, the user can generate
Kaizen #138 - How are Widgets used in Zoho CRM Settings?
Hello all! In last week's Kaizen, we covered the Lead Conversion using Zoho CRM APIs. This week, we will dive into how widgets on the setup page can be helpful. What are Widgets? Widgets are embeddable UI components that you can create and add to your
Kaizen #128 - Circuits in Zoho CRM - Part 3
Hello everyone! We are back with yet another post on Circuits in Zoho CRM. In our last week's post, we discussed a use case, the various states and functions involved in that circuit, testing and execution, and associating that circuit with a workflow.
Kaizen #137 - Lead Conversion using Zoho CRM APIs
Leads represent potential sales opportunities sourced from various channels like trade shows, seminars, and marketing campaigns. When a Lead shows promise, you can convert them into Accounts, Contacts, and Deals. Imagine you have a Lead named Pat Boyle
Kaizen #31 - Subforms #API
Hello everyone! Welcome back to another post in the Kaizen series. In this post, we will discuss the Subform APIs. What is a Subform? A subform is a secondary form or a table that enables you to include multiple line items into a primary form. Every line item is a subform record. Your CRM data are often inter-dependent. Often, you may have the necessity to associate multiple items to a single record. In the technical lingo, we call these "line items". Consider we have a Students module to store student
Kaizen #134 Manipulating Rich Text Field (RTF) using Zoho CRM APIs
Hello everyone! Last week, we discussed Deciding on the type of applications: Self-client or Server-based? This week, we will discuss the Rich Text Field (RTF) and how we can manipulate RTF using Zoho CRM APIs. In this post, What is a Rich Text Field
Kaizen#135 : Third Party Integration using Client Script
Hello everyone ! Welcome back to another enlightening Kaizen post! In this Kaizen post, we'll explore how to invoke a Third-Party API through Client Script. This enables you to seamlessly connect to external services and fetch dynamic data. Stay tuned
Kaizen #133 - Deciding on the type of applications: Self-client or Server-based?
Welcome back to the Kaizen series! In this week's post in the Kaizen series, we will discuss self client and server-based clients in Zoho CRM. We will explain these two client types in separate videos, along with their practical application using Java
Kaizen #47 Handling Notes through Zoho CRM API (Part 2/2)
Hello everyone! Welcome back to yet another post in the Kaizen series! In our last post, we started our discussion with Notes APIs in Zoho CRM. This week, we will discuss the following: Notes as related lists Attaching files to notes via API 1. Notes as Related Lists Notes API allows you to manipulate all the notes in all the modules, or specific notes based on their note IDs. Zoho CRM API also allows you to handle notes of a specific record using the related lists API. The request URL will differ
Kaizen #79 - OAuth2.0 - A Recap and FAQs
Hello everyone! Welcome to another week of Kaizen! Today, we will address a few frequently-asked questions about OAuth2.0 that include token generation, scopes, errors etc,. If you have any other questions, let us know in the comment section. We will
Kaizen #127 - Circuits in Zoho CRM - Part 2
Hello everyone! We're back with part 2 of Circuits in Zoho CRM! We are as excited as you are with this topic! Let's dive right in! As promised, in today's post, we will discuss a use case, see how execution happens, and associate that circuit with a workflow.
Kaizen #119 - Updating related records upon parent record deletion using Workflow-Triggered Deluge Functions
Hey ! Happy New Year everyone, and welcome to the first Kaizen of 2024! In this week's Kaizen, we will address this query raised in our developer community on how a workflow triggers a Deluge function to update the status of a field in related records
Kaizen #123 Data Synchronization from a third party application
Welcome back to the Kaizen series! In last week's post in the Kaizen series, we discussed one-way data synchronization from Zoho CRM to a legacy application, utilizing Zoho CRM's Bulk Read API and Notification API. This week, we will discuss data synchronization
Kaizen #114 - Geocoding Leads' Addresses in ZOHO CRM
Hola, code enthusiasts! buckle up for a new post on our Kaizen series. This week, let us bring the theory to practice and explore a real-world scenario of sales representatives. We will look at how to create a Related List Widget map in Zoho CRM's Lead
Kaizen #113 - Raising Signals in Zoho CRM through Zoho Flow
Hello everyone! Welcome back to another post in the Kaizen series! Last week, we discussed raising signals in Zoho CRM through functions. This week, we will discuss raising signals in Zoho CRM using Zoho Flow. What is Zoho Flow? Zoho Flow is an integration
Kaizen #110 Record Locking APIs in Zoho CRM
Hello everyone! Welcome to Kaizen! In the previous Kaizen post, we discussed Record Locking Configuration APIs. In this post, we will discuss Record Locking APIs in Zoho CRM. Record locking refers to the restrictions applied to a record to prevent changes
Kaizen #112 - Signals in Zoho CRM
Hello everyone! Welcome back to another week in the Kaizen series! This week, we will discuss Signals in Zoho CRM. What are Signals in Zoho CRM? One of the most important aspects of any business is staying on top of customers' needs and understanding
Kaizen #108 - Integrating Third Party Application with Zoho CRM using Java SDK
Hello, everyone! Welcome to another Kaizen week. In this post, we will discuss how third-party applications can integrate with Zoho CRM using Java SDK 5.0. Use case Zylker is a real-estate app which can integrate with any CRM vendor and uses that data
Kaizen #67 - Email the contact roles of a deal using Functions
Happy New Year everyone! We hope you had a wonderful holiday season and are ready to tackle all of the challenges and opportunities that the new year brings. In the previous post, we discussed the Contact Roles APIs in Zoho CRM. Today, we will show you
Kaizen #106 - Functions and Invoke URLs - Part 2
Hello everyone! Welcome to Kaizen #106. In continuation to our last post, today, we will discuss invoke URLs in functions, how they are different from integration tasks, and how authentication works for them. What are invokeURL tasks? invokeUrl task is
Kaizen #107 - Field Trackers in ZOHO CRM
Hey folks! Welcome to a fresh week of Kaizen. In this post, we will be looking at the Field Trackers in ZOHO CRM APIs. Currently, this support is provided to all the picklist fields (system-defined and custom) and is available by default for a picklist
Kaizen #105 - Functions, Integration Tasks, and API Credits - Part 1
Hello everyone! Welcome back to another week of Kaizen! In today's post, we will discuss functions, integration tasks, how they consume API and function credits. In the next post, we will discuss connections, the difference between integration tasks and
Kaizen #82 - Search Records API(V4)
Hello everyone! Welcome back to this week's Kaizen post! Today, we will discuss Search API(in version 4), the various supported operators, and how you can use these operators to search for data in different fields of a module. First off, let us discuss:
Kaizen #93: Credit Calculation and Concurrency in Zoho CRM APIs
Hello everyone! Welcome to Kaizen! This week, we will discuss credit calculation and concurrency in Zoho CRM APIs. Credit calculation API rate limiting is crucial to ensure fair resource distribution, maintain optimal service quality for all users, and
Kaizen #103 - Bulk Write API using PHP SDK (v5) - Part I
Hi everyone and welcome to another amazing Kaizen week! This week, we will discuss and explore Bulk Write API in detail, and how to implement the same using Zoho CRM PHP SDK. Please note that the information in the article holds true for Zoho CRM PHP
Kaizen #100 - A Special Q & A for Our 100th Post
Hello Everyone! Today marks a significant milestone – our 100th Kaizen post! We are beyond thrilled to have shared this journey with you! Your engagement, feedback, and support have been pushing us forward. Thank you! We recently asked you for your feedback
Kaizen #101 - Q&A Continued
Hello everyone! Welcome back to another week of Kaizen. We are grateful for all the feedback you gave us! We hope the answers in the 100th Kaizen post have been satisfactory. This week, we will answer a few more questions you had for us related to Assignment
Kaizen #9 - Handling Product Line Items in the Inventory Modules #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss handling product line items associated with the inventory modules—Quotes, Invoices, Purchase Orders, and Sales Orders. What is a product line item? On the Quote, Invoice, Purchase Order, Sales Order create or edit page, you add individual products in the Product Details section. This section also contains other details like the List Price, Quantity, Amount, Discount, and Tax. Every product and the corresponding
Kaizen #95 How is a Widget used in a Blueprint?
Hey folks!! Let's continue the discussion from Kaizen #23 and focus on exploring the concept of Widgets in Blueprints. What are Widgets? Zoho CRM's widgets are custom components that you can add to your Zoho CRM system to extend its functionality, provide
Kaizen #98 - Query API using v5 PHP SDK
Hello and welcome to another week of Kaizen! In our previous posts, we have already covered in detail about Query API, when to use them and their supported fields and operators with examples. Please refer to COQL API [Part I] and COQL API [Part II] for
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