Kaizen #32 - Handling Custom Modules with Zoho CRM #API
Hello everyone!
Welcome back to another post in the Kaizen series.
This week we are going to dive deep in exploring the custom modules and the possible operations that you can perform in API with them.
Zoho CRM offers more than ten standard modules for different purposes like Sales, Marketing, and so on. However, in some scenarios, they do not satisfy the requirements. In such cases, Zoho CRM lets you create custom modules to meet your business needs..
In this post, we will discuss the following things related to a custom module:
1. Insert a record
2. a) Update multiple records
b) Update a specific record
3. a) View all the records
b) View a specific record
4. a) Delete multiple records
b) Delete a specific record
5. Upload an attachment
We will be considering the 'Student' module as our custom module, and hence all the input samples and responses will be about the student module. The fields in our Students module are:
S.No. | Field Label | Data Type |
1 | Attendance | Percent |
2 | Created By | Single Line |
3 | Email | Email |
4 | Email Opt Out | Boolean |
5 | Marks | Number |
6 | Modified By | Single Line |
7 | Phone | Phone |
8 | Secondary Email | Email |
| 9 | Student Image | Student Image |
10 | Student Name | Single Line |
11 | Student Owner | Lookup |
The following image gives an overview about the Web UI of our custom module.
1. Insert a record in the Custom Module
We begin with discussing how to insert a record in the custom module. The procedure is similar to that of inserting a record in any standard module. We need the api_name of our custom module. We use the modules API that lists all the modules available in our org to fetch the. We then need to search for the name of our custom module. The value of the key "api_name" gives the API name of your custom module. In our case, the custom_module_API_name is "students."
Request URL : {{api-domain}}/crm/v2/{custom_module_API_name}
Request Method : POST
Sample URL : {{api-domain}}/crm/v2/students
Sample Request Body :
{ "data": [ { "Name": "Jack", "Phone": "9876543210", "Attendance": 87, "Marks":90, "Owner": { "name": "Patricia Boyle", "id": "3719520000000191015", "email": "patricia.boyle@zohocorp.com" } } ] } |
Sample Response:
{ "data": [ { "code": "SUCCESS", "details": { "Modified_Time": "2020-04-30T12:35:34+05:30", "Modified_By": { "name": "Patricia Boyle", "id": "3719520000000191015" }, "Created_Time": "2020-04-30T12:35:34+05:30", "id": "3719520000000711023", "Created_By": { "name": "Patricia Boyle", "id": "3719520000000191015" } }, "message": "record added", "status": "success" } ] } |
2a. Update a specific record in the Custom Module
In this section, we will update a specific record in the Custom Module. The procedure is similar to Update a Specific Record API that we use for any Standard Module. We will be requiring record_id of the specific record that we are going to update.The ids of the records can be retrieved from Get Records API.
Request URL : {{api-domain}}/crm/v2/{custom_module_API_name}/{record_id}
Request Method : PUT
Sample URL: {{api-domain}}/crm/v2/students/3719520000000711016
Sample Request Body:
{ "data": [ { "Name": "Jackson", "Phone": "9876543212", "Email": "jack.geller@zohocorp.com", "Attendance": 89, "Marks": 90 } ] } |
Sample Response:
{ "data": [ { "code": "SUCCESS", "details": { "Modified_Time": "2020-04-30T13:48:26+05:30", "Modified_By": { "name": "Patricia Boyle", "id": "3719520000000191015" }, "Created_Time": "2020-04-30T12:29:45+05:30", "id": "3719520000000711016", "Created_By": { "name": "Patricia Boyle", "id": "3719520000000191015" } }, "message": "record updated", "status": "success" } ] } |
2b. Update multiple records in Custom Module
In this section, we will update multiple records in a custom module. We use Update Records API to update multiple records in the custom module. We must specify the IDs of the records along with data of those records that we want to update in the input body.The records can be fetched using Get Records API.
Request URL : {{api-domain}}/crm/v2/{custom_module_API_name}
Request Method : PUT
Sample URL: {{api-domain}}/crm/v2/students
Sample Request Body:
{ "data": [ { "id": "3719520000000711016", "Attendance": 95 }, { "id": "3719520000000711023", "Attendance": 89 } ] } |
Sample Response:
{ "data": [ { "code": "SUCCESS", "details": { "Modified_Time": "2020-04-30T13:44:44+05:30", "Modified_By": { "name": "Patricia Boyle", "id": "3719520000000191015" }, "Created_Time": "2020-04-30T12:29:45+05:30", "id": "3719520000000711016", "Created_By": { "name": "Patricia Boyle", "id": "3719520000000191015" } }, "message": "record updated", "status": "success" }, { "code": "SUCCESS", "details": { "Modified_Time": "2020-04-30T13:44:44+05:30", "Modified_By": { "name": "Patricia Boyle", "id": "3719520000000191015" }, "Created_Time": "2020-04-30T12:35:34+05:30", "id": "3719520000000711023", "Created_By": { "name": "Patricia Boyle", "id": "3719520000000191015" } }, "message": "record updated", "status": "success" } ] } |
3a. View all the records in the Custom Module
In this section, we will retrieve all the records in a custom module. The procedure is similar to that of listing all the records in any standard module.
Request URL : {{api-domain}}/crm/v2/{custom_module_API_name}
Request Method : GET
Sample URL : {{api-domain}}/crm/v2/students
Sample Response:
3b. View a specific record from the Custom Module
In this section, we will retrieve the details of a specific record in the custom module.We will be requiring record_id of the specific record that we want to view.The ids of the records can be retrieved from Get Records API.
Request URL: {{api-domain}}/crm/v2/{custom_module_API_name}/{record_id}
Request Method: GET
Sample URL: {{api-domain}}/crm/v2/students/3719520000000711023
Sample Response:
4a. Delete multiple records from the Custom Module
In this section, we will delete multiple records from the custom module. We must specify the ids of the records to be deleted. The ids of the records can be retrieved from Get Records API.
Request URL : {{api-domain}}/crm/v2/{custom_module_API_name}?ids={record_ids separated by commas}
Request Method : DELETE
Sample URL : {{api-domain}}/crm/v2/students?ids=3719520000000711016,3719520000000711004
Sample Response:
{ "data": [ { "code": "SUCCESS", "details": { "id": "3719520000000711016" }, "message": "record deleted", "status": "success" }, { "code": "SUCCESS", "details": { "id": "3719520000000711004" }, "message": "record deleted", "status": "success" } ] } |
4b. Delete a specific record from the Custom Module
In this section, we will discuss deleting a specific record from the custom module.We must specify the record_id of the records to be deleted. The id of the record can be retrieved from Get Records API.
Request URL : {{api-domain}}/crm/v2/{custom_module_name}/{record_id}
Request Method : DELETE
Sample URL : {{api-domain}}/crm/v2/students/3719520000000711044
Sample Response:
{ "data": [ { "code": "SUCCESS", "details": { "id": "3719520000000711044" }, "message": "record deleted", "status": "success" } ] } |
5. Uploading an attachment to the Custom Module
In this section, we will upload an attachment to the custom module. Specify the record_id to which the attachment needs to be added. The id of the record can be fetched from Get Records API.
Request URL : {{api-domain}}/crm/v2/{custom_module_name}/{record_id}/Attachments
Request Method : POST
Sample URL : {{api-domain}}/crm/v2/students/3719520000000722003/Attachments
Note : Add the file to be uploaded as a multi-part file.
Sample Response:
We hope you found this post useful. Keep a tab on this series for more exciting topics!
Reach out to us at support@zohocrm.com if you have any questions, or let us know in the comment section.
Cheers!
Access your files securely from anywhere
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
Srivathsan N V
Sticky Posts
Kaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! 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 #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.Celebrating 200 posts of Kaizen! Share your ideas for the milestone post
Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQsKaizen #193: Creating different fields in Zoho CRM through API
🎊 Nearing 200th Kaizen Post – We want to hear from you! 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.Client Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands
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
SHEET - Send email when a cell changes
I would like to create a custom function for Zoho Sheet that triggers when a paticular cell changes to a specific value. This would result in sending an email to a recipient (this would be an address that remains the same and included in the script). Example: = IF(N4= "Drafted", <>EmailFunction) 1) Cell N4 changes to "Drafted" 2) Email is sent to recipient or alternatively 3) Post to chat channel I have found the Custom function editor in Sheet. I am not bad at scripting, butApply transaction rules to multiple banks
Is there any way to make transaction rules for one bank apply to other banks? It seems cumbersome to have to re-enter the same date for every account.【開催報告】 福岡 ユーザー交流会 2025/8/8（金）
皆さま、こんにちは。コミュニティチームの中野です。 8/8（金）に、福岡 ユーザー交流会を開催しました。 本投稿では、その様子をお届けします。当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 今年初の開催となる福岡 ユーザー交流会では、CreativeStudio樂合同会社 前田さんによるZoho CRM / Sign / Survey の事例セッションのほか、 Zoho社員セッションでは、Zoho Forms の活用法を解説。 さらに、「見込み客・顧客データの管理/活用方法」をテーマに参加者同士でZohono me llegan los correos a Zoho mail
No puedo recibir correos pero sí enviarlos, ya hice la modificación de MX y la verificación de teléfonos, qué es lo que ocurre? graciasError: Invalid login: 535 Authentication Failed
I have used zoho with nodemailer. const transporter = nodemailer.createTransport({ host: 'smtp.zoho.com', port: 465, secure: true, auth: { user: 'example@example.com', pass: 'password' } }); While sending the mail, it shows the following error: Error:Zoho Renewal
Hello, If I am not going for zoho email renewal. will i get back my free zoho account? and if yes then is it possible to get back my all free user. how many user get back 10 or 25?javax.mail.authenticationfailedexception 535 authentication failed
Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, RekhaNot reciving emails
Apparently i cannot recive emails on my adress contact@sportperformance.ro I can send, but do not recive. The mail i'm trying to send from mybother adress gets sent and doesn't bounce back... but still doesn't get in my inbox. Please adviseNot receiving MailChimp verification e-mail
It seems that their verification e-mails are blocked. I can receive their other e-mails, but not their verification of domain ownership e-mail. I've checked and double checked how I typed the e-mail, using different e-mails (my personal e-mail can receive it), white listing the domain and all that is left is for the IP's to be white listed, but I don't have that power. If a staff member could take a look at this -> http://mailchimp.com/about/ips/ And perhaps white list them for me, that would beCreating my 2nd email account
After creating my first email address, I decided to get another email address. I would like to use this new address as the primary address too. I don't know how to set it up there doesn't seem to be an option for thatCannot - create more email account - Unusual activity detected from this IP. Please try again after some time
Hello, I come across the error message in Control Panel. Unusual activity detected from this IP. Please try again after some time and i cannot create any more users We are an IT company and we provide service for another company Please unlock us."Unable to send message;Reason:553 Relaying disallowed. Invalid Domain"
Good day. When I try to send mail through ZOHO mail I get the following error : "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" I need help with this. My zohomail is : @eclipseweb.site Thank you,Transfert de domaine pour création des comptes emails
Bonjour , je ne parviens point à créer des mails avec le domaine 'raeses.org' suite à la souscription du domaine auprès d'un autre hébergeur, dont j'ai fait la demande du code de transfert qui est le suivant : J2[U8-l0]p8[ En somme, attente de l'activationHelp! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
Kindly help me resolved this issue that i am facing here.How are people handling estimates with Zoho inventory?
We are often using Zoho Books for estimates that then get converted to invoices within Books. We would like the sales team to migrate entirely to Zoho Inventory and no longer need to use Zoho Books so that they are only on one system. How are people managingRelative Date Searches
Currently in the search options, it has "date", "from date" and "to date". I think it would be great if there were options like "date greater than x days ago" and "date less than x days ago". I realise that as a once off you can just use the existingPerformance is degrading
We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initialAsk the Experts 23: Customize, utilize, and personalize with Zoho Desk
Hello everyone! It's time for the next round of Ask the Experts (ATE). This month is all about giving Zoho Desk a complete makeover and making it truly yours. Rebrand Zoho Desk with your organization’s details, customize ticket settings based on yourDear Zoho CEO: Business Growth is about how you prioritise!
All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email aboutPayroll In Canada
Hi, When can we expect to have payroll in Canada with booksPlease review and re-enable outgoing emails for my domain
Hello Zoho Support, I have recently purchased a new domain and set up email hosting with Zoho. However, my account shows "Outgoing Email Blocked". I am a genuine user and not sending bulk/spam emails. Please review and re-enable outgoing emails for myPayroll without tax integrations (i.e. payroll for international)
It seems as though Zoho waits to develop integrations with local tax authorities before offering Zoho Payroll to Zoho customers in a country. Please reconsider this approach. We are happy Zoho Books customers, but unhappy that we have to run payroll ingoingout e mail block
info@ozanrade.com.trIncoming mails blocked
Zoho User ID : 60005368884 My mail Id is marketing#axisformingtechnology.com .I am getting following message "Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts. Click here to get unblocked." PleaseAssistance Needed: Ticket Status Not Updating and Sorting by Last Customer Reply in Zoho Desk
Hello, I’m facing two issues in Zoho Desk that I’d like your guidance on: Ticket Status Not Updating: When a customer replies to a ticket, the status does not change to Reopened. Instead, it remains in Waiting on Customer, even after the customer’s responseConfiguring Email Notifications with Tautulli for Plex
Hi I'm new to Zoho. I am from Canada and I have a I use a web based application called Tautulli for Plex that monitors my Plex media server. It also sends a newsletter to my followers. To set this up they require a "From" email address., a smtp serverIs there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?
Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This wouldHow to Set Up Zoho Mail Without Cloudflare on My Website
I'm having some trouble with Cloudflare here in Pakistan. I want to configure Zoho Mail for my domain, but I'm not sure how to set it up without going through Cloudflare. My website, https://getcrunchyrollapk.com/ , is currently using CF, but I'd likeSpam is Being Forwarded
I am filtering a certain sender directly to the Trash folder. Those messages are still being forwarded. Is this supposed to happen?IMAP Block
My two accounts have been blocked and I am not able to unblocked them myself. Please respond to email, I am traveling and this is urgent."DKIM not configured"
Hello. I have been attempting get the DKIM verified but Toolkit keeps sending the message that it is not configured, but both Namecheap and Zoho show it as configured properly. What am I missing?Zoho mail with custom domain not receiving email
i registered zoho mail with my own domain. I can login and access the mail app. I tried to send email from an outlook email account and an icloud email account. Both emails were not received. My plan is free. I also tried to send email from this zohoSet connection link name from variable in invokeurl
Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()Waterfall Chart
Hello, I would like to create a waterfall chart on Zoho analytics which shows the movement in changes of budget throughout a few months, on a weekly basis. Should look something like the picture below. Does anyone know how to?Help Center and SEO: Any Benefit to My Domain-Mapped Website Ranking?
First of, I love the Help Center which I've just decided to integrate into my website to replace its old-fashioned FAQs. So much more to achieve there now! Lots of new benefits to the site visitors and to me in terms of organizing and delivering all theIssue with Importing Notes against Leads
Hi, I am attempting to import some Notes into Zoho CRM which need to be assigned to various Leads. I have created a csv file which I am testing that contains just one record. This csv file contains the following columns: Note Id Parent Id (I haveTrigger a Workflow Function if an Attachment (Related List) has been added
Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no triggerCreator Add Records through API - Workflows not triggered ?
Hi Everyone, I am trying to add records to my Creator application through a third party app that I am developing. Currently, I am testing this through Postman. The records I need to add have a lot of workflows to run to populate dropdowns, fields, useZoho 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. ThanksImportant Update: Changes to Google Translate Support in Zoho SalesIQ
We’re updating our default chat translation options across all Zoho SalesIQ data centres to offer a more secure, in-house solution for your translation needs. What’s changing? We will be offering Zoho Translate (our in-house tool) as the default translationNext Page