Kaizen #84 - PHP SDK [Part I]
Hello and welcome to another Kaizen week! In this week's post, we'll show you how to get started with Zoho CRM's PHP SDK, and walk you through the configuration and initialization process. PHP Software Development Kit PHP SDK allows you to create client
Kaizen #94 - PHP SDK V4 - Configuration and Initialization
Hello and welcome to another Kaizen week! In previous Kaizen posts, we have covered in detail how to configure and initialize PHP SDKs for Zoho CRM v2.1 APIs. We have since released SDKs for v4 and v5 APIs. However, starting from v4, there are some changes
Kaizen #90 - CRM Variables and APIs
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss what are CRM Variables and variable groups, how to create, update, and delete them through an API and the UI, and a simple example in Deluge of using a CRM variable
Kaizen #55 - Fields Metadata in Deals #API
Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss the Fields Metadata API for the Deals module. The Fields Metadata API gives you information about each field in a module. We will discuss every key and its purpose in this
Kaizen #88 Assignment Rules
Hello everyone! This week, we will discuss the use cases of assignment rules in inserting, updating, and upserting records. What are Assignment Rules? The effectiveness of sales is closely tied to a sales representative's daily tasks, such as promptly
Kaizen #87 Multi-user Lookup in API V4
Hello everyone! Welcome to another week of Kaizen! In this post, we will discuss multi-user lookup fields and how to handle them in API. What is multi-user lookup? Multi-user look up is a lookup field that lets you add multiple users to a module record.
Kaizen #12 - Bulk Read API
Hello everyone! We hope you all are having a wonderful start in the New Year! Welcome back to another post in the Kaizen series! In this post, we will discuss the Bulk Read API in detail. What is the Bulk Read API? The Bulk Read API allows you to export data from a module in Zoho CRM in bulk. The primary difference between the GET records API and the Bulk Read API is the number of records you can retrieve. While you can get only 200 records per Get records API call, you can fetch 200,000 records
Kaizen #85 - PHP SDK [Part II]
Hello everyone! Welcome to another week of Kaizen! In last week's post, we discussed in detail the configuration and initialization steps for PHP SDK. We will take you through sample codes for Record Operations this week, to help you get started with
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
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
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.
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
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,
Kaizen #69 - Scoring Rules[Part 2]
Hello everyone! Welcome back to this week's Kaizen post! In continuation to our previous post, this week we will discuss activating/deactivating a scoring rule, cloning, and getting the score of a record from a module. Activating/deactivating a scoring
Kaizen #68 - Scoring Rules APIs[Part 1]
Hello everyone! Welcome to another week of Kaizen! This week we will discuss the Scoring Rules APIs. What are scoring rules? You may have different strategies to engage with customers, make their journeys successful in your business, and to convert them
Kaizen #66 - Contact Roles #API
Hi everyone! Welcome to another Kaizen week!! This week, we will be discussing the Contact Roles APIs in Zoho CRM. What are Contact Roles in Zoho CRM? The Contact Roles related list is a powerful feature in Zoho CRM that allows you to define the role
Kaizen #64 - External Fields and Records APIs
Hello everyone! Welcome back to another exciting post in the Kaizen series! In this post, we will talk about external fields in Zoho CRM and how they are used in Records APIs. What is an external field? While you integrate a third-party application, you
Kaizen #61 - Composite API
Hello everyone! Have you ever wanted to make different API calls in a single request? Save up on some API credits while still fulfilling your business case? Reduce the round-trip time of a request? We have got you! The Composite API does it all! What
Kaizen #35 - API Concurrency
Hello everyone! Welcome back to another post in the Kaizen series. We will be discussing an interesting topic this week - API Concurrency What is Concurrency? Concurrency is the number of API calls that can be active simultaneously in a given instant per user per OAuth2 app. This limit ensures that computing resources are available for all users. There are no time-based API call restrictions in Zoho CRM as the API limits are based on the number of simultaneously active calls. That is, you can make
Kaizen #20 - Node JS SDK
Hello everyone! Welcome to another week of Kaizen! In today's post, we will discuss the Node JS SDK. What is the Node JS SDK for Zoho CRM? Node JS SDK allows you to create client Node JS applications that you can integrate with Zoho CRM, effortlessly. It serves as a wrapper for the REST APIs, thus making it easier to use the services of Zoho CRM. What can you do with the Node JS SDK? Exchange data between Zoho CRM and the client application where the CRM entities are modelled as functions. Authenticate
Kaizen #14 - Notification API
Hello everyone! Welcome back to another week in the Kaizen series! This week, we will discuss the Notification API in detail. What is a Notification API? Notification API allows you to get instant notifications whenever an action is performed on the records of a module. The system notifies you of the event on the URL you provide. You can also enable notifications based on a specific operation like create, update, or delete. Channels for notification You can create individual channels to 'watch' set
Kaizen #34 - API Credits
Hello everyone! Welcome back to another post in the Kaizen series. We will be discussing an interesting topic this week - API Credits. In this post, we will cover the following. 1. What are API credits? 2. Add-on credits and pricing details 3. How are the credits deducted? 1. What are API credits? Zoho CRM consists of different editions to cater to its wide range of customers. Each edition in Zoho CRM has a limit associated with it, called API Credits. The system uses API credits to track API usage.
Kaizen #36 - Tasks #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss adding, updating, and deleting Tasks. A task is a specific piece of work that is usually time-bound. In Zoho CRM, tasks are listed in the record's Home page,
Kaizen #54 - Subforms vs. Related Lists
Hello everyone! Welcome back to another week of Kaizen. In this post, we will analyze how to choose between a subform and a related list based on your business case. What will you learn from this post? When to choose a subform? When to choose a related
Kaizen #17 - PHP SDK
Hello everyone! Welcome to yet another post in the Kaizen series. This week, we are going to discuss the PHP SDK. PHP Software Development Kit PHP SDK allows you to create client PHP applications that can be integrated with Zoho CRM effortlessly. It serves as a wrapper for the REST APIs, thus making it easier to use the services of Zoho CRM. Here is a sample of how the PHP SDK acts as a middleware between Zoho CRM and Client PHP Application. What can you do with the PHP SDK? You can use the PHP SDK
Kaizen #58 - Attachments and Photo #API
Hello everyone! Welcome back to another post in the Kaizen series. This week, we will discuss how you can upload, delete, and fetch the attachments of a record in a module. We will also discuss how you can upload, download, and delete the photo of a record
Kaizen #56 - Upsert Records #API
Hello everyone! Welcome back to another week of Kaizen. In this post, we will discuss the Upsert Records API. 1. The purpose of upsert records API Using the upsert records API, you can either insert or update records in a module. When you fire an upsert
Kaizen #52 - Currencies #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss Multi-currency in Zoho CRM. What will you learn from this post? Multi-currency in Zoho CRM Managing multiple currencies via Zoho CRM API Enabling multi-currency for your organization Retrieve currency details Add new currencies to your organization Update currencies Multi-currency and Inventory modules in Zoho CRM 1. Multi-currency in Zoho CRM Multi-currency support in Zoho CRM lets you carry out business
Kaizen #51 - Handling Users with ZohoCRM API
Hello everyone! Welcome back to yet another post in the Kaizen series. This week, we will discuss the Zoho CRM Users API in detail. Users in Zoho CRM A user is the one who is allowed to access and manage the CRM records. Generally, anyone using CRM is a user. Further you can assign profiles and categorize the users based on their roles and permissions. There are 4 major operations in Users API: 1. Get User(s) Data 2. Add User 3. Update User 4. Delete User Note: 1. The oauth scopes required for all
Kaizen #50 - Deals Metadata #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss the Metadata API for the Deals module and explain every key in the response. What are metadata? Metadata are the additional information about a record's data or a module. For instance, the metadata of the Deals module comprises details like related list properties, whether the module is visible to the current user, whether the module can be accessed via API, and so on. You can fetch the metadata of a module
Kaizen #49 - Share Records #API
Hello Everyone! Welcome back to another week of Kaizen! In this post, we will discuss Share Records via Zoho CRM API. Record-level sharing In Zoho CRM, users can share individual records from any module with other users in the organization. You can share records using share records API. Pre-requisite Users with the Administrator profile can always share records with other users in the organization. For users with other profiles, the sharing permission must be enabled. To enable share permission,
Kaizen #45 - Handling Attachments API in Java and Java SDK (Part 2/2)
Hello everyone! Welcome back to yet another post in the Kaizen series. In our last post, we started our discussion about handling the attachments in Java and Java SDK where we discussed listing the attachments and uploading the attachments to a record in Zoho CRM. This week, we will discuss the other two operations in attachments API. 1. Download an attachment 2. Delete an attachment. 1. Download an Attachment To download a file attached to a record. Request method: GET Request URL: {{api-domain}}/crm/v2/{module_api_name}/{record_id}/Attachments/{attachment_id}
Kaizen #44 - Handling Attachments API in Java and Java SDK (Part 1/2)
Hello everyone! Welcome back to yet another post in the Kaizen series. This week, we will discuss about the attachments API in Java and Java SDK. 1. Introduction to Attachments API Attachments in Zoho CRM are an important aspect of any record as they
Kaizen#42 - Parameters in all GET Requests #API
Hello everyone! Welcome back to another post in the Kaizen series! Today, we will discuss all the parameters available in all GET requests. What is a parameter in a request URL? A parameter or param is a name/key-value pair that is included in the request URL and it forms the query string. Consider this example: https://www.myexample.com?id=123 Here, the request URL is https://www.myexample.com, while the parameter is id whose value is 123. You can also have multiple parameters separated by an ampersand
Kaizen #15 - Java SDK for Self Client
Hello everyone! Welcome to yet another post in the Kaizen series. This week, we are going to discuss the Java SDK for a self client . What is a Software Development Kit (SDK)? A software development kit contains all the tools (compiler, debugger, code samples, and so on) that are needed to create applications in one package. SDKs are language-specific and thus used to build client applications in a specific programming language. Java Software Development Kit Java SDK allows you to create
Kaizen #38 - Calls #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss adding, updating, and deleting Calls via an API. What are Calls in Zoho CRM? The Log a Call functionality helps you to register the inbound calls (received from leads and customers) and outbound calls (dialed to leads and customers) with call details such as call duration, date and time of calls, notes, etc. Users who frequently make calls or receive calls in an organization can use this functionality in
Kaizen #28 - Use cases related to Record Owner
Hello everyone! Welcome back to another week of Kaizen! In this post, we will discuss a few use cases related to the Record Owner field. Who is a record owner? A record owner is a user of a CRM org who owns a record in a module. Any other user could have also created or owned this record, previously. This "owner" is a lookup field that points to the resource Users. Therefore, when you use this field, it must always be a JSON object in your input. The following are a few use cases related to the record
Kaizen #23 - Widgets
Hello Everyone! Welcome to another week of Kaizen! In this post, we are going to discuss Widgets in detail. First things first—What are Widgets? Widgets are embeddable UI components that you can create and add to your Zoho CRM. You can use widgets to perform functions that utilize data from third-party applications. You can build widgets for Zoho CRM using our JS SDK. For instance, You want your sales representatives to handle new requirements/customization requested by prospects by raising internal
Kaizen #18 - Ruby SDK
Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss the Ruby SDK. What is the Ruby SDK for Zoho CRM? Ruby SDK allows you to create client Ruby applications that you can integrate with Zoho CRM, effortlessly. It serves as a wrapper for the REST APIs, thus making it easier to use the services of Zoho CRM. Here is a sample of how the SDK acts as a middle ware between Zoho CRM and a client Ruby Application. What can you do with the Ruby SDK? Exchange data between Zoho CRM
Kaizen #16 - Python SDK
Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss the Python SDK. What is the Python SDK for Zoho CRM? Python SDK allows you to create client Python applications that you can integrate with Zoho CRM, effortlessly. It serves as a wrapper for the REST APIs, thus making it easier to use the services of Zoho CRM. Here is a sample of how the SDK acts as a middle ware between Zoho CRM and a client Python Application. What can you do with the Python SDK? Exchange data between
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