1. What is Postman?
   
2. Zoho CRM's API Collection in Postman
   
3. Where is it available?
   
4. Prerequisites for using the collection
   
5. Forking the API Collection from Zoho CRM Developer Workspace
   
6. Setting up the environment
   
7. Registering a Client in Zoho API Console
   
8. Generating tokens
   
9. Making an API call
   
10. A quick alternative to token generation using Guided Auth

1. What is Postman?

• A popular tool for API development and testing.
  
• User-friendly interface for making API requests, viewing responses, and managing different environments.

2. Zoho CRM's API Collection in Postman

• Boilerplate requests that you can use to test and explore the CRM APIs in various environments for multiple organizations.
  
• Makes the process of exploring APIs swift and effortless. It also significantly reduces the risk of errors.

3. Where is it available?

4. Prerequisites for using the Collection

• A Zoho CRM account to access the Zoho API Console.
  
• A registered client (self-client/web-based) to generate an org-specific grant token.

5. Forking the API Collection from Zoho CRM Developer Workspace

1. ‌Download and install Postman.
   
2. In the Postman app, click the search icon at the top bar and type Zoho CRM Developers. The Zoho CRM Developers Workspace opens.
   
3. Click Collections on the left bar.
   
4. Click the more actions icon.
   
5. Click Create a Fork.
   
6. Give a name to your collection, and choose the workspace you want to save it to.
   
7. You can select one or more environments to fork and pin to the collection.
   
8. Click Fork Collection. Forking will happen in the background.
   

6. Setting up the environment

1. Click Environments on the left bar.
   
2. Click Create Environment and give it a name.
   
3. Under Variable, add the following variables:
   client-id
   client-secret
   redirect-uri
   authorization-code
   access-token
   refresh-token
   accounts-url
   api-domain
   expiry-time

7. Registering a client in Zoho API Console

1. Go to Zoho API Console.
   
2. Click Add Client.
   
3. Choose Self Client from the list of client types and click Create Now.
   
4. You will see the client ID and client secret.
   

8. Generating the tokens for a self client

• Grant token - Also called the authorization code, for a self client, this token is generated in the API console itself. This token informs Zoho's authorization server(Zoho Accounts) that your app wants to access Zoho CRM users' data(bound by scopes). This token is environment-specific, i.e, if you choose a production org while generating this token, you can access Zoho CRM data in the production environment only. This token is valid from 3 minutes to 10 minutes based on what you choose in the console.
• Access token - After you have authenticated your app and generated a grant token, you must exchange it with Zoho Accounts for an access token. This access token will also have the same scopes as your grant token. This token is valid for one hour. You must send this token in the header of every API call as a bearer token.
  
• Refresh token - Since the access token is valid only for an hour, you can use the refresh token to generate a new access token. Instead of creating a grant token again for the same scopes and generating another access token, you can directly use the refresh token and get a new access token with the same scope. Refresh token is valid until you revoke it.

Creating the grant token is a one-time process. After you generate access and refresh tokens using the grant token, you can simply use the refresh token to create new access token every hour.

9. Making an API call

1. Navigate to V6 > REST APIs > Records > Get Records > Accounts.
   
2. You can see the request with a few fields already in place.
   
3. Modify the parameters as required.
   
4. Under Auth, you can see the variable {{access-token}} that holds the access token we generated earlier.
   
5. Hit Send to get a response.

10. A quick alternative to token generation using Guided Auth

1. Click Set Up New Authorization in Postman.
   
2. Click Authorize. You will be redirected to Zoho's Login page.
   
3. Sign in to your Zoho account.
   
4. Choose the org for which you want to generate the token.
   
5. Click Agree on the consent screen to grant permission to use your Zoho CRM data as per the scopes on the screen.