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 and the client application where the CRM entities are modeled as classes.
- Authenticate your application easily every time you sync data between Zoho CRM and your application, as the SDK takes care of generating the access/refresh tokens automatically.
Environment Setup
The client app must have the Ruby version 2.3.7 or above installed. Refer to Ruby Installation for the steps to install Ruby.
How to Start using the Ruby SDK?
Follow the below steps:
- Step-1: Register your application (Self Client or Web-based client)
- Step-2: Install the SDK
- Step-3: Initialize the SDK
3.a. Choose the token persistence method
3.b. Set up the configuration dictionary
3.c. Generate the tokens - Step-4: Connect to Zoho CRM through the available methods
Let us now discuss these steps in detail.
Step-1: Register your application
All the Zoho CRM APIs are authenticated by the OAuth2.0 standards. It is mandatory to authenticate your application with Zoho.
You can register your application either as a Self Client (single user app) or a web-based app (multiple users app).
1.a. Self Client
- Go to https://api-console.zoho.com.
- Click ADD CLIENT.
- Choose the Client Type as Self Client, and click CREATE.
- You will receive a client ID and a client secret upon successful registration.
1.b. Web-based Client
- Go to https://api-console.zoho.com.
- Click ADD CLIENT.
- Choose the client as Web based and click CREATE NOW.
- Specify the client name, homepage URL of your application's UI, and a redirect URI to which you want to redirect the users after they grant consent to your application.
- Click CREATE.
- Your Client ID and Client Secret will be displayed.
Step-2: Install the SDK
The Ruby SDK is available as a gem.
Run the below command to install the Ruby SDK for Zoho CRM.
gem install ZCRMSDK |
Step-3: Initialize the SDK
Initializing the SDK involves the following steps.
- Step 3.a - Choosing the token persistence method
- Step 3.b - Setting up the configuration dictionary
- Step 3.c - Generating the tokens
3.a. Token Persistence
Your application should retain tokens (grant, access, and refresh tokens) to automate the process of data transfer between your Ruby application and Zoho CRM.
You can persist (store) the tokens in three ways.
a. MySQL Persistence (default)
b. File Persistence
c. Custom DB Persistence
a. MySQL Persistence
When you want to store the tokens in the MySQL DB, ensure that MySQL2 is installed.
Run the below command to install MySQL2.
gem install mysql2 -v 0.5.2 |
For this type of persistence, you must include the following keys in the configuration dictionary (discussed in the next section), along with other mandatory keys.
"mysql_username":"root",
"mysql_password":"*****",
"mysql_port":"port_number"
Note
When you use MySQL persistence, ensure that
- MySQL runs in the same machine serving at the mentioned port. (by default 3306).
- There is a database named zohooauth.
- There is a table name oauthtokens with the columns useridentifier (varchar(100)), accesstoken (varchar(100)), refreshtoken (varchar(100)) and expirytime (bigint).
b. File Persistence
If you want to store the tokens in a file, you can create a file named zcrm_oauthtokens.txt and provide the absolute path of the folder containing this file in the below key of the configuration array.
"token_persistence_path":"path_to_the_folder_containing_the_txt_file"
If you do not create this file, the SDK itself creates this file in the path you have specified, and persists the token there.
Note: This method is recommended only for self client apps.
c. Custom DB Persistence
To use this method, you need to provide the following keys in the configuration dictionary.
"persistence_handler_class_path":"absolute path to the custom DB implementation"
"persistence_handler_class":"class name of the custom implementation".
You can use the inbuilt ZohoPersistenceHandler interface and include the following custom functions.
- saveOAuthData(ZohoOAuthTokens tokens)
- deleteOAuthTokens($userEmailId)
- getOAuthTokens($userEmailId)
Note
The order of precedence for token persistence is custom, file, and DB persistence. That is, if you provide the details for custom persistence (in persistence_handler_class_path) and file persistence details (in token_persistence_path), then custom persistence is given priority over file.
3.b. Configuration dictionary
The below tables contains the list of keys you must include in the configuration dictionary based on the type of persistence.
Mandatory Keys
File Persistence | MySQL Persistence | Custom DB Persistence |
client_id | client_id | client_id |
client_secret | client_secret | client_secret |
redirect_uri | redirect_uri | redirect_uri |
token_persistence_path | db_username | persistence_handler_class |
- | db_password | persistence_handler_class_path |
- | db_port | - |
current_user_email | current_user_email | current_user_email |
Optional Keys
File Persistence | MySQL Persistence | Custom DB Persistence |
application_log_file_path | application_log_file_path | application_log_file_path |
log_in_console | log_in_console | log_in_console |
sandbox | sandbox | sandbox |
access_type | access_type | access_type |
accounts_url | accounts_url | accounts_url |
api_base_url | api_base_url | api_base_url |
api_version | api_version | api_version |
Where,
- client_id, client_secret, and redirect_uri - Client details you received after registering your application. For self client apps, you can pass a dummy value for the redirect uri.
- token_persistence_path - The relative path to store the OAuth tokens in the zcrm_oauthtokens.txt file. This key is mandatory if you want to use file persistence.
- db_username, db_password, db_port - The MySQL username, password, and the port, respectively.
- persistence_handler_class - Name of the class of the custom implementation for persistence. This key is mandatory if you want to use custom persistence.
- persistence_handler_class_path - The absolute path to the custom DB implementation (.rb file).
- application_log_file_path - The absolute path to log the exceptions during the usage of the SDK.
- log_in_console - To print the exceptions on the console screen, when set as "true".
- sandbox - Boolean key to make API calls to the sandbox environment. The value true makes API calls to the sandbox. Default value is false.
- access_type - Must be set as offline as the SDK does not support online OAuth client, now.
- accounts_url - The domain-specific accounts URL from which you generate the tokens.
This key is mandatory when the user is not in the "com" domain.
For US: https://accounts.zoho.com
For EU: https://accounts.zoho.eu
For CN: https://accounts.zoho.com.cn
For IN: https://accounts.zoho.in - api_base_url - The domain-specific API URL from which you make API calls. For users from domains other than the US, this key is mandatory.
For US: https://www.zohoapis.com
For EU: https://www.zohoapis.eu
For CN: https://www.zohoapis.com.cn
For IN: https://www.zohoapis.in - api_version - Represents the version of the CRM APIs. The value is v2.
- current_user_email - The email ID of the current user. You must set this either in the configuration array or ZCRMSDK::RestClient::ZCRMRestClient.current_user_email = "current user email id".
Below is a configuration dictionary with all the keys.
config_details = { 'client_id' => 'xxxxx', #mandatory 'client_secret' => 'xxxxxx', #mandatory 'redirect_uri' => 'https://www.zoho.com', #mandatory 'current_user_email' => 'abc@xyz.com', #mandatory (should be either set in config array or ZCRMSDK::RestClient::ZCRMRestClient.current_user_email = "current user email id" ) 'api_version' => 'v2', #optional,default is v2 'sandbox' => 'false', #optional default is sandbox 'application_log_file_path' => "/Users/xxxx/Desktop/log.log", #optional, absolute path of log file 'log_in_console' => 'true', #optional default is false, to log on the console 'persistence_handler_class_path' => 'absolute/path/to/customClass.ruby', #absolute path to the custom db implementation 'persistence_handler_class' =>'classname', #name of the class 'token_persistence_path'=>'relativepath/to/zcrm_oauthtokens.txt', #for file persistence 'db_username' => 'username', #optional, default root 'db_password' => 'password', #optional, default '' 'db_port' => 'port_number', #optional, default 3306 } |
Now that you have created and registered your app with Zoho, you must authenticate it.
Pass the configuration dictionary in the method ZCRMRestClient.init(config) and authenticate your app.
3.c. Generating the tokens
As the V2 Zoho CRM APIs follow the OAuth2.0 protocol, it is mandatory to authorize the OAuth2.0 app before using the SDK functions.
You can generate an access token from a grant token.
You can generate the grant token in two ways based on the type of client.
For Self Client Applications
- Go to Zoho Developer Console.
- Select your Self Client.
- Provide the necessary scopes separated by commas, along with the scope aaaserver.profile.READ.
- Select the Time Duration from the drop-down. This is the time the grant token is valid for.
- Provide a description for the scopes. Click GENERATE.
- Copy the grant token.
For Web-based Applications
It is the responsibility of your client app to generate the grant token for the users trying to login.
Your Application's UI must have the Login with Zoho option to open the grant token URL of Zoho, which would prompt for the user's OAuth2.0 authorization.
Upon the successful login of the user, the grant token will be sent as a parameter to your registered redirect URL.
Generating an access token from the grant token
Use the below code snippet in your main class.
client = ZCRMSDK::OAuthClient::ZohoOAuth.get_client_instance grant_token = 'grant_token' client.generate_access_token(grant_token) |
Note
- The code snippet to generate the access token from the grant token is valid only once per grant token. If the grant token expires before you generate the access token, you must generate a new grant token only.
- Generating access and refresh tokens is a one-time process. After the tokens are generated the first time, the SDK persists them based on the keys defined in the configuration dictionary, and refreshes the access token as and when required.
Step-4: Connect to Zoho CRM through the available methods
Here is a sample to get a specific user's details. You can find the code for this sample in the attachment.
The isTokenGenerated Method
def self.is_token_generate(user) tokens = ZCRMSDK::OAuthClient::ZohoOauth.get_persistence_instance.get_oauth_tokens(user) unless tokens.nil? return true end rescue Exception => e return false end |
You need to add this method to check if the access token has already been generated or not. It returns a Boolean value.
- true - The access token has already been generated.
- false - The access token has not been generated previously, thus, it shifts the control to the code snippet that leads to access token generation.
For more sample codes, refer to our SDK guide.
We hope you found this post useful. Stay tuned for more!
Cheers!
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
Shylaja S
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
Unblock email
Hi The outgoing mail from a client of me is blocked. I already made tickets and tickets are send to the EU desk but nobody is responding. The problem is already 4 days! There is absolutely no help from the support. I am really not satisfied at all! CanDomain verification failure
Hello Zoho Support, I purchased my domain directly through Zoho Mail, but the domain verification keeps failing with the message “TXT verification failed.” I’ve already waited and retried several times, but it still won’t verify. Could you please manuallyUnable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
My email account is unable to send emails, and I urgently need to use it. How can I resolve this?If there is anything we have done wrong, please let us know in advance so we can actively cooperate to improve. User ID: 850482493URGENT: Email stopped workin - can't access admin panel
For some reason email sending stopped working. When I try to send an email it fails with "Unable to send message;Reason:451 4.7.1 Temporary system error" I can receive email just fine I see in my notifications some errors about the MX records, howeverCan I associate an invoice to a Project after the fact?
We have generated an invoice but would like to assoicate it to a Zoho Project after the fact. Is there any way to accomplish that? Thanks, ScottEmails I send as a cc or bcc NEVER GO THROUGH TO THA RECEIVER !!
every time i send a cc or bcc copy of an email to anyone when I’m using my zohomail.com email - no one ever gets the cc of bcc copy if the email: why???? And i triple check that the email addresses are correct; then i get back an email message (EVERYTIME)Cannot see correct DNS config for mail after moving domain to another provider
I have moved my domain from one provider to another and after that zoho mail stopped working (expected). Problem is, zoho mail admin panel still shows (10 hours after move) that all records are correct while I haven't changed anything in my domain DNSAdd Support for Authenticator App MFA in Zoho Desk Help Center
Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,Auto-fill Contacts in Zoho Mail not working for me
We just switched to Zoho Mail for our company, and I am noticing that the "auto fill" feature when composing an email -- where the "to" field is autofilled (like in the attachment) from Contatcts works for everyone except me. Any way I might have madeHow to unlink a SAML user from the existing Zoho Desk user (domain change case)
Hi everyone, I’m trying to understand how to handle a situation where a customer changes their company domain. In our setup, users authenticate via SAML, so when the domain changes, the SAML system treats them as a new user. However, in Zoho Desk, I’dRelated to zoho survey
Hi team. I want to know something regarding zoho survey question builder. I have two questions each of dropdown (One answer) - question type. In the first question, there are 16 answer choices and in the second question, there are 3 answer choices. ForText Message
When trying to sent a text message, it says its an error i should contact a zoho agentZoho POS is now available for Canadian retailers
Hey everyone, We're excited to introduce the all-new Canadian edition of Zoho POS, which helps retail businesses simplify and manage their end-to-end business operations. Start by signing up and exploring the 15-day free trial. Sign up now How does ZohoPayroll In Canada
Hi, When can we expect to have payroll in Canada with booksMass update to change or shift all project dates and keep project structure + shift all sub-tasks dates with main tasks
Most users would expect that if they change the start date of their project then that will be reflected inside the actual project and any project structure would be retained. Additionally if a task list with associated sub-tasks is moved, most users would expect that those sub-tasks would also be moved along with their parent task. This is not the case. For a total Project shift of dates: * the start and end date from > "Edit Project" page can have a radio button added to "shift all project tasksClosing Accounting Periods - Invoice/Posting dates
Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from postingIn-person ZUG Meetups for Real Estate Professionals - US Q1 2026
The Real Estate Zoho User Group is going on a multi-city, in-person meetup tour across the US, and we’d love to see you there! These meetups are a great opportunity to: Connect with fellow real estate professionals using Zoho Share challenges and discoverZoho CRM custom fields not showing in zoho creator
Hi Team, I have created a Products form with Zoho CRM integration and connected it to Products module of CRM. But when I see the reports of Products in Zoho creator then I am not able to see custom fields of Products module. Only standard fields of ProductsSending email notifications based on language
Hello. I would like to know how we can bypass the default notifications (which are just in English) for when a ticket is created/replied to/closed, to be in other languages, based on the language field in the ticket? I can create other email templates,Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details
Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below - please check what went wrong. ThanksDownload a file from within a zoho creator widget
I have a widget running in Zoho Creator , it displays uploaded documents in a table file, and I have added a download link in the view. ( The widget is created with html, css and javascript). I do not succeed in getting the download working. Do I haveZoho / Outlook Calendar sync
The current Marketplace -> Microsoft -> Meetings integration needs 2 changes. 1. The current language for the Two-Way sync option should be changed. It currently states, "Sync both your Zoho CRM Calendar and Office 365 Calendar meetings with each other."Email content just contain 'OK' ,not what we expect
create campaign API URL: https://campaigns.zoho.com/api/v1.1/createCampaign req params: {'campaignname': 'General_Outreach_d0cfc415-43aa-4b96-bb09-558e76a3dda3_50_20251117_214806_660', 'from_email': 'admin@allinmedia.ai', 'subject': 'ALL IN MEDIA', 'list_details':Reopen ticket
Hello! Can I reopen a ticket just using the API ticket/sendReply ? What's the rules to do it? I'm trying but it doesn't reopen the ticket, it just send the replyAllow Admins to Transfer Ownership of Their Own Files & Folders
Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement to the ownership-transfer functionality in Zoho WorkDrive, specifically regarding administrator capabilities. As administrators, we have the ability toTip#46: Capture accurate log hours
Hello everyone, Use the newly introduced timer settings that will streamline the usage of timers and help admins or workspace owners to manage the time entries of the workspace users better. Check out the below mentioned timer settings added to the TimesheetMoving to app-specific authentication for Google integrations
Hello everyone, We’re making an important change to how Google integrations work in our platform. Until now, we used a common Google project across Zoho to enable integrations like Google Drive, Calendar, and more. Going forward, we’ll be moving to anLost the ability to sort by ticket owner
Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?How Can i put a form in Zobot
Hi,how can i integrate a form which has a multiple options to choose from.the form should be opened or displayed by zobot after it meets a requirement in the conversation. Thanks in advance !Playback and Management Enhancements for Zoho Quartz Recordings
Hello Zoho Team, We hope you're all doing well. We would like to submit a feature request related to Zoho Quartz, the tool used to record and share browser sessions with Zoho Support. 🎯 Current Functionality As of now, Zoho Quartz allows users to recordZoho Analytics - Feature Request For Time Based Data Source Fetch
Hi Analytics Team, I have a client using Zoho CRM and they want a weekly report at 4:30pm every Friday, emailed to the sales team showing a pie chart of Closed Won Deals for that week. This is easy to achieve in Analytics but not so easy to ensure theWhich user's capacity is used for Shared Mailbox storage?
We use shared mailboxes at our company, and their size is increasing daily. Which user(s)'s total mailbox limit is being used up by this space?Inserting the current date / time
I'd like to use Zoho Notebook as a log - so it would be great to be able to insert the current date and time at the beginning (or end) of each my log/journal entries - or wherever I want. Something simple, like pressing a button/icon to insert it wherever my text cursor is. It could be formatted like "Mon Dec 11, 2017 - 11:43p".Campaign editor overrides href value
I've been trying to insert a deep link in an email campaign so recipients can directly open a native app on their device. My deep link looks something like "myapp://". The options to insert links in the campaign editor are limited to strict urls, emails,Bug Report and Suggestions for Improvement in Zoho Applications
Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. ZohoCanvas Flex Box containers should not require a width/height.
Flexbox containers are often used as organizational concepts, to ease re-flow on mobile etc. - I cannot use % for flexbox W or H - I cannot omit W or H This means that the content cannot dictate, and a Flexbox container cannot be used merely as an organizationalZoho Desk Android app update: Filter enhancement, Save Filters
Hello everyone! We have now enhanced the filter section on the ticket listing screen of Zoho Desk Android app as it is on the web(desk.zoho.com). Also, we have introduced an option to save filters for tickets on the mobile app. You can easily apply, rename,Very long loading times | bad performance [ZOHO DC: EU]
Hello there, we have recently noticed that the loading times have become extremely long when retrieving tickets and ticket details. For example, I open any ticket and get the following view. The subject and standard information (ticket owner, status etc.)Zia Profile Summary now supports six languages and responds faster
After numerous customer requests, we’ve expanded Zia Profile Summary to do more than just summarize resumes quickly. It can now summarize them in six different languages and deliver results even faster. What’s New 1. Extended language support Zia canIntroducing Zoho Show Android 3.0
Good ideas need the right space to grow. They deserve tools that move as fast as your thoughts and make creating feel effortless. And that is why we are bringing you Zoho Show Android 3.0! From a brand-new look and smoother navigation to improved collaborationNext Page