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 scenario of a large industrial equipment manufacturer, Zylker Manufacturing. They utilize Zoho CRM to streamline their sales processes and customer relationship management. Their sales support team uses a legacy system to manage their activities. When a contact seeks support, the support team must have access to the latest data from Zoho CRM to assist them better. They need:
- details of the contact, such as email, phone, and Account details
- details of the ongoing deals of the contact, including potential revenue and stages .
With GraphQL APIs, with a single API call, you can create custom unified view that combine information from multiple Zoho CRM modules. This allows the support team to view all relevant information in one place, making it easier to manage sales processes and customer interactions. To create the view, metadata of the fields is also required. This structured approach in GraphQL allows Zylker Manufacturing to efficiently aggregate data.
You need to construct a GraphQL query to fetch specific data related to a contact and associated deals, as well as metadata about the fields in the Contacts and Deals modules. Let's break down each part of the query that can achieve this.
1. Fetching Contact and Deal Information
| Records { _data { Email { value} Full_Name { value} Deals__r { _data { Expected_Revenue { value} Deal_Name { value} Stage { value }}}}}} |
2. Fetching Metadata for Contacts
| contact_meta: Meta { Modules(filter: { api_name: "Contacts" }) { _data { id api_name module_name description singular_label plural_label fields(filter: { api_names: ["Last_Name", "Email"] }) { _data { id api_name display_label json_type data_type } } } } } |
3. Fetching Metadata for Deals
| deal_meta: Meta { Modules(filter: { api_name: "Deals" }) { _data { id api_name module_name description singular_label plural_label fields(filter: { api_names: ["Expected_Revenue", "Deal_Name","Stage"] }) { _data { api_name id display_label json_type data_type } } } } } |
The complete query will look this:
query { Records { _data { Email { value } Full_Name { value } Deals__r { _data { Expected_Revenue { value } Deal_Name { value } Stage { value } } } } } } contact_meta: Meta { Modules(filter: { api_name: "Contacts" }) { _data { plural_label id api_name module_name description singular_label fields(filter: { api_names: ["Last_Name", "Email"] }) { _data { id api_name display_label json_type data_type } } } } } deal_meta: Meta { Modules(filter: { api_name: "Deals" }) { _data { plural_label id api_name module_name description singular_label fields( filter: { api_names: ["Expected_Revenue", "Deal_Name", "Stage"] } ) { _data { api_name id display_label json_type data_type } } } } } } |
If you were to fetch this data using REST APIs, it will involve multiple calls to the
- Query API
- Related Records API
- Modules meta API, and
- Fields meta API.
Using the GraphQL query you can fetch the required data alone in a less round trip time. While constructing a query for your custom requirement, please note that you can query up to three levels of depth (nesting levels of a field) for Records and 7 levels of depth for Metadata.
Constructing GraphQL query using Postman
To construct a GraphQL query in Postman to suit your requirements, type {api_domain}/crm/graphql in the URL box. Postman will automatically fetch the query schema in the schema explorer, which can be used to explore the types of queries that can be made, including what fields are available on each type, what arguments those fields accept, and what other types they return.
Constructing a Zoho CRM GraphQL query in Postman using schema explorerYou can refer to the help documentation on GraphQL APIs for more details on GraphQL APIs.
Update 25th Sep 2024:
GraphQL APIs are now open across all DCs including IN DC for Enterprise, Zoho One Enterprise, CRM Plus and Ultimate edition orgs. Please note that GraphQL APIs are not available for Trial Edition of these editions.
We hope you found this post useful. We will meet you next week with another interesting topic!
If you have any questions, let us know in the comment section or reach out to us directly at support@zohocrm.com.
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