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Is there a way in Deluge or with the API to associate an email to a custom module record? I'm using the v2.1 Send Email method so I have the message_id of the email but don't see a way to add that to the Emails section of the custom module record because updateRelatedRecords expects a number while message_id is a string.

The custom module doesn't have a primary or secondary email so I'm using Contact records for the Send Mail call.

2 users like this idea.
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@James.

In the custom module by default, you will have email and secondary email fields. If you have removed those fields from the layout, please ensure to check them in the unused fields.

Let us know if you require any further clarification.

  • 3 years ago

Thank you, I was able to get it to work by adding back the email field and using a dummy email address.

Hi,

Is there a way to achieve what this user described?

I need to do so after I delete a lead in order to unify it with another.

Thanks,
Raquel

Hi,

It is possible to use the API. Please refer to the help document below for more information.

https://www.zoho.com/crm/developer/docs/api/v6/associate-email.html


Additionally, using a Custom Function is possible, but we require more detail:

  1. How is the lead and the other module related? If it is related via a lookup field, then in which module the lookup field is present?
  2. Is it a custom module or a standard module?


  • 5 months ago

@pheranda, is it possible to associate a previously sent email just using the message-id? 

It seems odd to have to use the api to get the email contents, subject, to/from, etc. again just to include it in the associate email api method.

why wouldn't the message id and the linking module/record be enough to take an existing email in the crm associated to a different record and associate that same email to a new one?

Hi,

Currently, the only option is to retrieve emails and associate them as new emails with another record.

I'll share your suggestion with the Product Management team, to explore the feasibility of this case. If there are any updates, we'll be sure to keep you informed.

  • 5 months ago

@Pheranda, except that's not what support is telling us. 

They are saying in order to associate an email that was sent from one record, to another record in a different module we need to:

1) Use the Get Email API
2) Then use the Get Inline Images api to get the images in the email
3) Then upload said images from step #2 to ZFS using the Upload Files API
4) then add the images to the email contents by parsing what was gathered from step 1 and injecting the returned file hash from step #3
5) Then use the Associate Email API to associate the already sent email into a record in a different module.

This process make no sense at all. 

I can't get it to work, Zoho support is zero help. It's like they don't even understand their own APIs. 

Why do we have to go through all of these steps just to associate a sent email to another record? Is support wrong? 

Edit: If I could send the email AND also associate it to a different record/module at the time of sending (via deluge) I would be fine with that. 

@PJ.

You're not wrong, and we agree that this is a valid point. We’ll analyze it further to implement improvements. We’ll keep you updated on any progress.

  • 19 days ago

Hi
 ,
Any news regarding an easier way to associate an email with another record?
Ideally, and logically, we should be able to achieve this via API with just the following parameters:
1. Module name (to which we wish to associate)
2. Record ID (again, to which we wish to associate)
3. original_message_id
Is that not correct?
Thanks

You are right, @LHPCABA.

As a possible workaround, you can make use of the "Associate Email with a Record" API and this is the possible one for now- https://www.zoho.com/crm/developer/docs/api/v7/associate-email.html

That said, this feature is still in the pipeline and has not been picked up for development. We will keep you posted when we have any news on the development.

  • 18 days ago

Hi
 ,
Thanks for the quick reply.
Yes, I have reviewed this API endpoint. The same issue is there as well, as the API has too many mandatory keys. Here's a screenshot with some of them, but there are more mandatory keys:

Basically, this API ask for all the keys we provide when sending an email. 
Perhaps I am misunderstanding your workaround recommendation. Can you please explain again?
Thanks


@LHPCABA.

Those mandatory keys need to be passed. However, could you share the complete details of your requirements?
Are you trying to associate the existing emails of the record with another record, or trying to associate the new emails to the record?

Please elaborate so we can further check this.

  • 17 days ago

Hi

 ,
Email has originally been sent from CRM, from a specific record and it is therefore associated with that record.
We want to associate this same email to another module, so the email will be associated to two modules (or more) at the same time. 
Thanks


@LHPCABA.

Currently, we are evaluating the feasibility of this functionality "Link one email to Multiple entities" and the feature is already in the pipeline.
As previously mentioned in the above post, a possible workaround is to Associate Email with record API.

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