Extension Pointers - JS SDK series #4: Managing data from a widget using ZOHO.CRM.HTTP
Handling and managing the data between two applications is a major factor for an efficient business. There are a variety of ways to handle data between Zoho CRM and other third-party applications. You can use deluge CRM tasks, create connectors, use API tokens or JS SDK based on your business requirements. In this post, let's take a look at how the JS SDKs help manage data using a widget.
The JS SDK ZOHO.CRM.HTTP supports different HTTP methods and allows you to make Ajax calls from a widget.
The different HTTP methods are:
- GET - To retrieve data/resources from the resource server.
- DELETE - To delete a resource at a particular location.
- PATCH - To update a specific detail of the resource. This method updates the target resource with the provided content without changing other data.
- POST - To insert or upload any new resource to the server.
- PUT - To update an existing resource. This replaces the target resource with the updated content.
In this post, let's assume a couple of scenarios that may be involved in an integration between Zoho CRM and Asana, a project management application. Let's explore how the HTTP methods GET and POST can be invoked from a widget while implementing the integration.
Consider a service-based software development company that manages its sales cycle in Zoho CRM and project management in Asana. Once they close a deal for a new app development, they kickstart their work and handle the project development and management processes in Asana. An integration between these two services can handle some valid use cases.
Scenario 1: Let's assume that a new project will be created in Asana as soon as a deal is closed in Zoho CRM. In this case, the details about the new project will need to be added into Asana with information from the Deals module of Zoho CRM in order to continue project management in Asana.
Lets see how to achieve this scenario using ZOHO.CRM.HTTP.post JS SDK.
Syntax: HTTP POST
ZOHO.CRM.HTTP.post(request) |
Here request is the request object constructed with the following details:
Request Object
Name | Type | Description |
| params | Object | Request parameters to be constructed to invoke HTTP POST. |
| headers | Object | Request headers required. |
| body | Object | Request parameters to be constructed to invoke HTTP POST. |
createproject.js Code snippet:
Util={}; var orgVal; var json; var jsonObj; var EntityId; var EntityName; var rec3; var wid="11**********71"; //hardcoded the workspace id for demonstration purposes var projname; function initializeWidget() { //Subscribe to the EmbeddedApp onPageLoad event before initializing the widget ZOHO.embeddedApp.on("PageLoad",function(data) { EntityName=data.Entity; EntityId=data.EntityId; console.log(EntityId); console.log(EntityName);. //Fetching deal related details using getRecord API ZOHO.CRM.API.getRecord({Entity:EntityName,RecordID:EntityId}) .then(function(data){ console.log(data) projname= data.data[0].Deal_Name; }) /*The personal access token of Asana has been stored in custom variable and retrieved using the getOrgVariable method */ ZOHO.CRM.API.getOrgVariable("jssdkextension__Accesskey").then(function(data){ org=data.Success; orgVal="Bearer "+org.Content; console.log (org.Content); console.log(orgVal); }) Util.create=function() { setTimeout(function(){ /*Constructing the request parameter (header and body) to pass to the HTTP POST method */ var request ={ headers:{ Authorization : orgVal, }, //Field values to create a project in Asana are passed in the body section body: { "data": { "name": projname, "start_on": document.getElementById("dateproject").value, "due_date": document.getElementById("lastdateproject").value, "notes": document.getElementById("notes").value, }, } } // Invoke the HTTP POST to create the project ZOHO.CRM.HTTP.post(request) .then(function(data){ jsonObj = JSON.parse(data); console.log(jsonObj); rec3=jsonObj.data.gid; console.log(rec3); }) },500) } }) //Initialize the widget ZOHO.embeddedApp.init(); } |
In this above code snippet, the Asana API to create a project is used. The deal-related details are fetched using getRecord Zoho CRM API. The fetched deal name, along with the input values (project start date, project due date and project notes), are constructed and passed to the body parameter of the API call. The project is created upon clicking the 'Create project in asana' button. Similarly, you can modify and enhance the above functionality according to your business needs.
Scenario 2: Assume after creating the project in Asana you have gone ahead and added some tasks for that project in Asana to manage the project. Now, while you're looking at the Zoho CRM contact associated with this particular project, you'd like to look at the tasks associated with that project, from within Zoho CRM itself.
Lets see how to achieve this scenario using ZOHO.CRM.HTTP.get JS SDK.
Syntax: HTTP GET
ZOHO.CRM.HTTP.get(request) |
Here request is the request object constructed with the following details:
Request Object
Name | Type | Description |
params | Object | Request parameters to be constructed to invoke HTTP GET. |
headers | Object | Request headers required. |
associatedTasks.js Code snippet:
Util={}; var orgVal; var json; var jsonObj; var rec; var pid="1**********3"; //hardcoded the project id for demonstration purposes function initializeWidget() { //Subscribe to the EmbeddedApp onPageLoad event before initializing the widget ZOHO.embeddedApp.on("PageLoad",function(data) { /*The personal access token of Asana has been stored in custom variable and retrieved using the getOrgVariable method */ ZOHO.CRM.API.getOrgVariable("jssdkextension__Accesskey").then(function(data){ org=data.Success; orgVal="Bearer "+org.Content; console.log (org.Content); console.log(orgVal); }) setTimeout(function(){ /*Constructing the request parameters to pass to the HTTP GET method for fetching tasks associated to the specific project*/ var request ={ headers:{ Authorization : orgVal, } } // Invoke the HTTP GET to receive the response of the initiated request ZOHO.CRM.HTTP.get(request) .then(function(data){ jsonObj = JSON.parse(data); console.log(jsonObj); rec=jsonObj.data; console.log(jsonObj.data); //Looping through every task detail and retrieving the task names for (i = 0; i < rec.length; i++) { /*Creating a list and populating the task name of the different tasks associated with the respective project*/ var taskname=rec[i].name; var node = document.createElement("LI"); var textnode = document.createTextNode(taskname); node.appendChild(textnode); document.getElementById("myList").appendChild(node); } }) },500) }) //Initialize the widget. ZOHO.embeddedApp.init(); } |
In the above code snippet, we used the Asana APIs to get tasks. The list of tasks for a particular project is fetched using the get tasks API and populated in a list. Similarly, you can modify and enhance the above functionality according to your business needs.
In this way, you can use the JS SDK ZOHO.CRM.HTTP to manage data through different HTTP methods. We hope you found this information useful. Keep following for more inputs.
SEE ALSO
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Nanditha Somasundaram Somasundaram
yager
Praveen Sankar
thilton
Get Funded
Sticky Posts
Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #226: Using ZRC in Client Script
Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In thisKaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore howKaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.Kaizen #216 - Actions APIs : Email Notifications
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Feature request - image resizing on sales orders
I need to be able to show the items on the sales orders, currently the item image shows really small and no way to resize it, need the ability to make the image larger to showcase the product on the pdfsZOHO.CRM.UI.Record.open not working properly
I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:","Unlink" Advance from Bill without Deleting the Payment Record
I am writing to highlight a significant workflow issue in Zoho Books (India Edition) regarding Vendor Advances and Bills. The Scenario: I recorded an Advance Payment to a vendor. I matched/reconciled this payment in the Banking module. I received a BillEmail Parser Not Extracting Fields Correctly with Certain Label Formats
I’ve been testing the Email Parser functionality in Zoho CRM to automatically extract data from incoming emails and map it to CRM fields. During testing, I noticed that parsing sometimes fails when the email contains field labels formatted like this:Zoho CRM Community Digest - February 2026 | Part 1
Hello Everyone! February has been off to a productive start in the Zoho CRM Community, with several thoughtful product enhancements and helpful technical discussions making their way into the forums. To help you stay up to speed, we’ve rounded up theNouvelle fonctionnalité : donnez du style à vos pages avec le Branding
Que vous prépariez un webinaire important. Vous avez investi du temps dans votre contenu, invité des intervenants de qualité, et les inscriptions commencent à affluer. Mais votre page d’inscription ? Elle ressemble à toutes les autres : générique, sansHow to sync Zoho CRM Quotes with Zoho Books/Finance Estimates or Quotes
Hi everyone, We’re building quotes in the Zoho CRM Quotes module because of its strong CPQ features and better communication options (multiple contacts, email customization, etc.). However, these don’t sync directly with Zoho Books/Finance for invoicing.Marketing Tip #24: Encourage customers to leave reviews
Reviews are one of the strongest trust signals in ecommerce. When shoppers see real feedback from other customers, they feel more confident about buying, especially when they’re choosing a brand for the first time. Not all reviews are equal. DetailedAbility to Attach Record-Specific Files Automatically in Workflow Email Templates
Currently in Zoho CRM, email templates allow attachments to be added, but these attachments are static and remain the same for every recipient. There is no straightforward option to automatically attach a file that is stored within the specific CRM recordThis version of app doesn't support this notecard type Error
So this problem is happening for any notes created within the last week, as well as any note recently edited on Android. I can open them on my phone fine, but they don't open on the website version. They DO work on the desktop app version. It's just webIssue with Picklist Dropdown Not Opening on Mobile
Hello I am experiencing an issue with picklist values on mobile. While the arrow is visible, the dropdown to scroll through the available values often does not open. This issue occurs sporadically, it has worked occasionally, but it is very rare and quite{Action Required} Re-authenticate your Google Accounts to Continue Data Sync
Hello Users! To align with Google’s latest updates on how apps access files in Google Drive, we’ve enhanced our integration to comply with the updated security and privacy standards, ensuring safer and more reliable access to your data. With this update,Allocating inventory to specific SO's
Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which couldIs this a SCAM email or is it really Zoho?
L.S. I received the following message. Is this from Zoho? I have had a Zoho One account for many years and my website has been online for years. If it is a scam, I think you should know about it.How to close an estimate ?
Hello, I have created estimates, and converted them to invoices to get 50% payment. Now I have 2 cases where the estimate stills shows status partially invoiced, however: 1. for one of them, project stopped half way, so the remaining part will never beUpdating Analytical Fields Data
Dear Zoho team, I'm having an issue with the recently added fields in both Analytical Desk and Analytical. How can I generate the data in Analytical when new fields are added? https://analytics.zoho.com/workspace/2436819000000007005/edit/24368190000Looking for Guidance on Building a Zoho Website
I'm exploring the possibility of building a custom website with specific features using Zoho as an alternative platform. My goal is to create something similar to https://gtasandresapk.com , with the same kind of functionality and user experience. I'dMy Zoho mail stopped receiving or sending emails about 3 hours ago
Its a pop 3 account. The emails get into the actual mailbox on the server and I can send emails directly from the server, but they are no longer in Zoho, in neither of my Zoho accounts. All green ticks under Mail Accounts under SettingsZoho Cliq not working on airplanes
Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantlyOption in pipeline deal to select which hotel or branch or store if client has more than one local store
Hi, I would like to know if there is an option in the deal pipeline to select which hotel, branch, or store a deal is related to—if the company has more than one location. For example, I have a client that owns several hotels under the same company, andRequest to Recover Deleted Task List – Project ID: RIV-MOD-10722
Hi Zoho Team, I hope this message finds you well. My Zoho task list associated with Project ID: RIV-MOD-10722 appears to have been deleted. When I clicked on the task link from the email notification, I received the following message: "Task has been deletedEmail Insights included in Bigin emals are marked as SPAM everywhere
Today I noticed that email recipients who use Office 365 never receive emails sent from Bigin. Further examination showed that all Email Insights links in email headers are marked as spam/phishing by Office 365. Example screen included. The problem isHow do I import Connected Records for a Deal?
Can you point me to an example of the CSV file that would add related records to an existing CRM Deal? I imported a Deal, then tried importing a connected record using a unique ID that references the Deal ID, but it doesn't attach it to the Deal recFile Upload Field in Zoho Forms Not Updating Existing File in Zoho CRM
Hi everyone, I’m trying to understand the behavior of a file upload field mapped from Zoho Forms to Zoho CRM. Scenario There is a File Upload field in a Zoho CRM module. A Zoho Form also has a File Upload field, which is mapped to that CRM field. WhenZoho Training
Greetings! I am trainer. My focus area is Project Management and MS Project. I have used Zoho CRM to a good extent. Though, I was interested in using ZOHO projects, as there were no live projects, I could not take it up for studies. Recently a clientDetailed list of scoring rules in Zoho CRM
Good morning Zoho community, warm greetings The reason for my message today is that I have a problem with my CRM, which I will explain below: Our organization has scoring rules designed to rate our potential customers or leads in the application basedHow to create a summary document from Projects details
Hi, Our team is creating many projects inside Zoho Project. When closing a project, they write a summary document containing data from the projects it-self (understand project budget, customers, etc...), and editable (ie the document is either a WriterHost in US Data Centre
I humble apply to be registered on US Data centreconvert the project to templet
i have some deployment ME product for different customer , i need to create a fixed template for use it rather then keeping creating this template every timeBest practices for managing Project Charters, Business Case and RAID logs within Zoho?
Hello everyone, I’m currently refining our PMO setup within Zoho Projects and I’m curious how others are handling high-level governance documentation. We’ve been using the standardized Project Charter, Business Case and RAID frameworks from projectmanagertemplate.comWork Orders / Bundle Requests
Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory ofIzettle or Sumup Integration for Zoho Books.
The Stripe & Square clearing works great in Zoho Books. Any further integrations planned in the future for Izettle or Sumup? These card processors are very common for taking payments with a card reader.Trying to access records in a custom module in Zoho Desk and not having luck
I've built a custom module in Zoho Desk and am using a custom function to query the records in the module and I'm not having any luck. The only way I have found to retreive a record is by getting it by its recordID (the long zoho assigned one). The functionZOHO Books Smart Accounting Software for Travel Agency
Dear Travel partner, Contact for Travel Agency Accounting Setup & Training Vansh Travel (ZOHO Books Authorised partner) Email: info@vanshtravel.com Mo: +91 98984 95155 Please find PDF452 Mailbox delivery restricted by policy error
We have been testing Zoho desk for about a week now and have been forwarding emails in via an Exchange Online Mail flow rule without issue until yesterday. Suddenly yesterday morning we started getting the vast majority of the emails stuck in PendingSend Email reply on behalf of Agent
Hi, When using the send email reply via the API I can set the reply on behalf of the customer by using impersonatedUserId in the header of the API call. Is there a way to do this for Agents too? I need to be able to send an email reply on behalf of anSharing Tickets to a team within a department
Hi there, We have a need for one department to be able to share tickets to a specific team within a department, I'm wondering if this is possible? All the shared tickets are going into the 'Shared Tickets' view for the whole department but is there aDo not use isnull()
Does not always return booleans. Can also return null. Never use this function. Just use var==null instead.FSM integration with Books
Hi, I have spent a few months working with FSM and have come across a critical gap in the functionality, which I find almost shocking....either that, or I am an idiot. The lack of bi-directional sync between Books and FSM on Sales Orders/ Work OrdersUnable to load a specific image
Hi I am trying to upload an svg file, which reports that there is "a problem with the file", but does not say what sort of problem. I can't find anything which says which files are supported, so it may be it does not support svg. (which would be a real shame) The file itself will open in either Firefox or Chrome without problem. For the moment I am using a png file, which does not zoom well of course. DavidNext Page