Kaizen #84 - PHP SDK [Part I]

Hello and welcome to another Kaizen week!

In this week's post, we'll show you how to get started with Zoho CRM's PHP SDK, and walk you through the configuration and initialization process.

PHP Software Development Kit

PHP SDK allows you to create client PHP applications that can be integrated with Zoho CRM effortlessly. It serves as a wrapper for the REST APIs, thus making it easier to use the services of Zoho CRM.

Why PHP SDK?

Easy authentication: You don't have to worry about manually managing authentication because the PHP SDK takes care of generating access/refresh tokens for you.

Easy and Efficient data exchange: With the PHP SDK, you can easily exchange data between Zoho CRM and your client PHP application, where the CRM entities are modelled as classes. You can declare and define CRM API equivalents as simple functions in your PHP application.

Prerequisites

The client app must have PHP 7 or above with a cURL extension. cURL extension is used to connect and communicate with the Zoho CRM APIs.
The client app must have the PHP SDK installed through Composer.

How to start using the PHP SDK?

Prerequisite : Register your application with Zoho CRM.
Install the PHP SDK.
Knowledge Base : Token Persistence
Configuration
initialization.

1. Register your application with Zoho CRM

Registering your application with Zoho CRM is a mandatory step in order to authenticate and authorize API calls using the OAuth2.0 standards.

Go to https://api-console.zoho.com
Click on Get Started or +ADD CLIENT.
Choose the Client Type.
Fill in the necessary details and click CREATE. Once you successfully register your self-client, you will receive a Client ID and Client Secret.

2. Install PHP SDK

1. Install Composer, if not already installed. Please check the corresponding link for installation instructions.

mac/Linux	curl -sS https://getcomposer.org/installer \| php (terminal command) https://getcomposer.org/doc/00-intro.md#installation-linux-unix-osx
windows	https://getcomposer.org/doc/00-intro.md#installation-windows

2. Install PHP-SDK using Composer

Navigate to the workspace of your client app.
Run the following command in the workspace. Upon successful installation, the system will create a package named vendor in the workspace of your client app. Note : This command installs SDK for API v2.1.

composer require zohocrm/php-sdk-2.1

3. To use the SDK in your project, add the following line in your project PHP files. This loads and includes our PHP-SDK library in your project. If you skip this step, you will get a fatal error in response due to the missing libraries.

require 'vendor/autoload.php';

3. Token Persistence

Token persistence refers to storing and utilizing authentication tokens provided by Zoho, enabling the SDK to refresh the access tokens without the need for user intervention. The SDK offers three types of persistence - File, DB, and Custom - with file persistence being the default method.

The persistence is achieved by writing an implementation of the inbuilt TokenStore interface, which has the following callback methods.

Method	Description
getToken($user, $token)	Invoked before firing a request to fetch the saved tokens. This method returns an implementation of Token interface object for the library to process it.
saveToken($user, $token)	Invoked after fetching access and refresh tokens from Zoho. This method saves the token details.
deleteToken($token)	This method is used to delete the given token details.
getTokens()	This method is used to retrieve all the stored tokens.
deleteTokens()	The method to delete all the stored tokens.
getTokenById($id, $token)	This method is used to retrieve the user token details based on the unique ID.

a. Token Persistence using a Database

Database persistence is a technique that involves storing and retrieving data from a database. If you prefer using database persistence, you can use MySQL.

Create a table in your database with the required columns. For example, if you want to persist your tokens in a table named token in database named zoho, use the following:

CREATE DATABASE zoho; // use this to create database named zoho

// use this to create a table named token, with the necessary columns

CREATE TABLE token (

id varchar(255) NOT NULL,

user_mail varchar(255) NOT NULL,

client_id varchar(255),

client_secret varchar(255),

refresh_token varchar(255),

access_token varchar(255),

grant_token varchar(255),

expiry_time varchar(20),

redirect_url varchar(255),

primary key (id)

);

In this example, your tokens will be persisted in the token table in your zoho database.

b. File Persistence

File Persistence allows storing and retrieving the authentication tokens from the given file path. The file contains id, user_mail, client_id, client_secret, refresh_token, access_token, grant_token, expiry_time and redirect_url.

c. Custom Persistence

Custom Persistence refers to a technique where users can create their own method of storing and retrieving authentication tokens. To use this method, users need to implement the TokenStore interface and override its methods according to their own logic.

4. Configuration

Configuration is a critical step in which you set up SDK's configuration details like user authentication, token persistence, logging and API call timeout settings, and more. Listed below are the keys that you define in this step.

Key	Description
user mandatory	Represents the mail id, which is used to identify and fetch tokens from the File or DB.
environment mandatory	Represents the data centre details in Domain::Environment pattern. Domains : USDataCenter, EUDataCenter, INDataCenter, CNDataCenter, AUDataCenter Environments : PRODUCTION(), DEVELOPER(), SANDBOX()
token mandatory	Contains user token details. Depending on the tokens, you can choose grantToken flow, refreshToken flow or accessToken flow.
logger optional	Contains the configuration for logging exceptions and API call information. By default, the logs will be available in the workspace as sdk_logs.log.
store optional	Contains details for the Token Persistence object. You can choose between DB Store, File Store or Custom Store, and configure accordingly.
SDKConfig optional	Contains additional configuration details like timeout, autorefresh fields, picklistvalidation, etc
requestProxy optional	Contains the details of the proxy, if you are using a proxy server to authenticate and make the API calls.
resourcePath optional	The path containing the absolute directory path to store user specific files containing the module fields information.

Let us discuss how to configure each of them, in detail.

a. user : The user key will be used to store and identify the tokenstore details in the DB or File Storage for token persistence. Create an instance of UserSignature that identifies the current user with the following :

$user = new UserSignature("patricia@zoho.com");

b. environment : The API environment which decides the domain and the URL to make API calls.

$environment = USDataCenter::PRODUCTION();

c. token : Create an instance of OAuthToken with the information that you get after registering your Zoho client. Depending on the tokens available with you, you can choose one of the following flows.

Note : You need to generate the tokens (grant/access/refresh) beforehand.

grantToken flow - You should use the grant Token for configuration.
$token = (new OAuthBuilder())
->clientId("clientId")
->clientSecret("clientSecret")
->grantToken("grantToken")
->redirectURL("redirectURL")
->build();

refreshToken flow -In this flow, use the refresh token.
$token = (new OAuthBuilder())
->clientId("clientId")
->clientSecret("clientSecret")
->refreshToken("refreshToken")
->redirectURL("redirectURL")
->build();

accessToken flow - You can use the access token to configure in this flow. Please note that the token will not be persisted in this case, and the access token will be directly used to make the API calls.

$token = (new OAuthBuilder()
->accessToken("accessToken")
->build();

d. logger : Create an instance of Logger Class to log exception and API information. You can set the level you want to log (FATAL, ERROR, WARNING, INFO, DEBUG, TRACE, ALL, OFF), and also configure the file path and file name for the log file.

$logger = (new LogBuilder())

->level(Levels::INFO)

->filePath("/Documents/php_sdk_log.log")

->build();

e. store : Configure your token persistence using this method. If this is skipped, the SDK creates the sdk_tokens.txt in the current working directory to persist the tokens by default.

DB Store - Configure the Database details, where you want to store your tokens.
$tokenstore = (new DBBuilder())
->host("hostName")
->databaseName("dataBaseName")
->userName("userName")
->password("password")
->portNumber("portNumber")
->tableName("tableName")
->build();

File store - Give the absolute file path, where you want to store the tokens.
$tokenstore = new FileStore("absolute_file_path");

Custom Store - In this method, you can implement your own method for storing and retrieving the tokens. Please note that to do so, you must implement the TokenStore interface, and override its callback methods (getToken, saveToken, deleteToken, getTokens, deleteTokens, getTokenById).
$tokenstore = new CustomStore();

Note : The corresponding storage will have id, user_mail, client_id, client_secret, refresh_token, access_token, grant_token, expiry_time and redirect_url. The id is a unique system generated key.

f. SDKConfig : The additional SDK configurations are taken care of with this method.

Configuration Key	Description
autoRefreshFields Default Value : False	A boolean configuration key to enable or disable automatic refreshing of module fields in the background. If set to true, fields are refreshed every hour, and if set to false, fields must be manually refreshed or deleted.
pickListValidation Default Value : True	This field enables or disables pick list validation. If enabled, user input for pick list fields is validated, and if the value does not exist in the pick list, the SDK throws an error. If disabled, the input is not validated and the API call is made.
enableSSLVerification Default Value : True	A boolean field to enable or disable curl certificate verification. If set to true, the SDK verifies the authenticity of certificate. If set to false, the SDK skips the verification.
connectionTimeout Default Value : 0	The maximum time (in seconds) to wait while trying to connect. Use 0 to wait indefinitely.
timeout Default Value : 0	The maximum time (in seconds) to allow cURL functions to execute. Use 0 to wait indefinitely.

$autoRefreshFields = false;
$pickListValidation = false;
$enableSSLVerification = true;
$connectionTimeout = 2;
$timeout = 2;
$sdkConfig = (new SDKConfigBuilder())
->autoRefreshFields($autoRefreshFields)
->pickListValidation($pickListValidation)
->sslVerification($enableSSLVerification)
->connectionTimeout($connectionTimeout)
->timeout($timeout)
->build();

g. requestProxy : Create an instance of RequestProxy containing the proxy properties of the user. Configure this only if you're using a proxy server to make the API calls.

$requestProxy = (new ProxyBuilder())

->host("proxyHost")

->port("proxyPort")

->user("proxyUser")

->password("password")

->build();

h. resourcePath : Configure path containing the absolute directory path to store user specific files containing module fields information.

$resourcePath = "/Documents/phpsdk-application";

5. Initilization

Once you have completed the configuration process, you can move on to initializing the SDK and begin making API requests.

Here is a sample code to initialize the SDK, using refresh token flow and DB Persistence.

<?php

use com\zoho\api\authenticator\OAuthBuilder;

use com\zoho\api\authenticator\store\DBBuilder;

use com\zoho\api\authenticator\store\FileStore;

use com\zoho\crm\api\InitializeBuilder;

use com\zoho\crm\api\UserSignature;

use com\zoho\crm\api\dc\USDataCenter;

use com\zoho\api\logger\LogBuilder;

use com\zoho\api\logger\Levels;

use com\zoho\crm\api\SDKConfigBuilder;

use com\zoho\crm\api\ProxyBuilder;

use com\zoho\api\authenticator\store\DBBuilder;

require_once "vendor/autoload.php";

class Initialize

{

public static function initialize()

{

$user = new UserSignature("patricia@zoho.com");

$environment = USDataCenter::PRODUCTION();

$token = (new OAuthBuilder())

->clientId("1000.xxxxxxxxxxxxxxxx")

->clientSecret("554a9776d10ff016a92c1eb01xxxxxxxxxx")

->refreshToken("1000.xxxxxxxxxxxxxxxxxxxx")

->redirectURL("www.zoho.com")

->build();

$logger = (new LogBuilder())

->level(Levels::INFO)

->filePath("/Documents/php_sdk_log.log")

->build();

$tokenstore = (new DBBuilder())

->host("insert_your_hostname_here")

->databaseName("insert_your_database_name_here")

->userName("insert_your_db_username_here")

->password("insert_your_db_password_here")

->portNumber("insert_your_portnumber_here")

->tableName("insert_your_table_name_here")

->build();

$autoRefreshFields = false;

$pickListValidation = false;

$connectionTimeout = 2;

$timeout = 2;

$sdkConfig = (new SDKConfigBuilder())

->autoRefreshFields($autoRefreshFields)

->pickListValidation($pickListValidation)

->sslVerification($enableSSLVerification)

->connectionTimeout($connectionTimeout)

->timeout($timeout)

->build();

$resourcePath = "/Documents/phpsdk-application";

$requestProxy = (new ProxyBuilder())

->host("proxyHost")

->port("proxyPort")

->user("proxyUser")

->password("password")

->build();

(new InitializeBuilder())

->user($user)

->environment($environment)

->token($token)

->store($tokenstore)

->SDKConfig($configInstance)

->resourcePath($resourcePath)

->logger($logger)

->requestProxy($requestProxy)

->initialize();

}

You are now all set to explore the functionalities of SDK. Here is a sample code to get the records from Leads module, with the ifmodifiedsince header.

<?php

use com\zoho\api\authenticator\OAuthBuilder;

use com\zoho\crm\api\dc\USDataCenter;

use com\zoho\crm\api\InitializeBuilder;

use com\zoho\crm\api\UserSignature;

use com\zoho\crm\api\record\RecordOperations;

use com\zoho\crm\api\record\GetRecordsHeader;

use com\zoho\crm\api\HeaderMap;

use com\zoho\crm\api\ParameterMap;

require_once "vendor/autoload.php";

class Record

{

public static function initialize()

{

$user = new UserSignature('myname@mydomain.com');

$environment = USDataCenter::PRODUCTION();

$token = (new OAuthBuilder())

->clientId("1000.xxxxxxx")

->clientSecret("4b5baxxxxxxxxxxxxf")

->grantToken("1000.xxxxx")

->build();

(new InitializeBuilder())

->user($user)

->environment($environment)

->token($token)

->initialize();

}

public static function getRecords()

{

$recordOperations = new RecordOperations();

$paramInstance = new ParameterMap();

$headerInstance = new HeaderMap();

$ifmodifiedsince = date_create("2022-06-01T12:00:00+05:30")->setTimezone(new \DateTimeZone(date_default_timezone_get()));

$headerInstance->add(GetRecordsHeader::IfModifiedSince(), $ifmodifiedsince);

$response = $recordOperations->getRecords("Leads", $paramInstance, $headerInstance);

echo($response->getStatusCode() . "\n");

print_r($response);

}

Record::initialize();

Record::getRecords();

Next week, we will dive deeper and provide more sample codes to help you further. Stay tuned!

If you have any queries, let us know the comments below, or drop an email to support@zohocrm.com. We would love to hear from you.

Additional Reads:

Previous Kaizen post : Get input via pop-up and show/hide fields in Client Script

Kaizen Collection

Access your files securely from anywhere

Quick Links

New to Zoho Recruit?

Access Zoho Recruit

New to Zoho Forms?

Latest Feature Updates

Explore our Pricing & Plans

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day
Ask the Experts

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Anu Abraham
Valentino Traverso
Anu

Sticky Posts
Kaizen #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
Kaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.
Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI
Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the

New to Zoho Social?

Manage your brands on social media

Access Zoho Social

Zoho Pagesense Resources

New to Zoho TeamInbox?

Zoho TeamInbox Resources

Zoho DataPrep Resources

New to Zoho DataPrep?

Access Zoho DataPrep

Zoho CRM Plus Resources

Zoho Books Resources

Zoho Subscriptions Resources

Zoho Projects Resources

Zoho Sprints Resources

Qntrl Resources

Zoho Creator Resources

Zoho CRM Resources

CRM Community Learning Series
Kaizen
Functions
Meetups
Kbase
Resources
Digest
CRM Marketplace
MVP Corner

Design. Discuss. Deliver.

Create visually engaging stories with Zoho Show.

Get Started Now

Zoho Show Resources

Get Started. Write Away!

Writer is a powerful online word processor, designed for collaborative work.

Start Writing

Zoho CRM コンテンツ

その他のサービスコンテンツ

Zoho Campaigns
Zoho サービスのWebセミナー

Nederlandse Hulpbronnen

ご検討中の方

Recent Topics
Integration with...
Dear Zoho Commerce team, Please could you consider the integration within Zoho Commerce / Inventory and Qapla'? (https://www.qapla.it/en/) This app is better than Aftership in many ways: - Aftership integration require PRO plan and price start from more
Zoho Sign - Zoho CRM extension upgrade
Hi everyone, We've updated Zoho Sign extension for Zoho CRM with significant internal changes. Impact on existing Zoho Sign extension users Users using the extension without customization If you are using the integration without implementing Zoho Sign's
Consultant-Only Booking Page
Zoho Bookings does not allow for Meeting Type OR Workspace-Wide booking pages to be turned off. This is detrimental to organizations that have territory-based or assigned accounts, because if prospects can go to these booking pages and either select the
Start Workflow from Deluge Script
I have developed a customized process from our CRM that leverages a deluge script to create a statement of work document. Once the document has been created via the merge and store function, I would like the ability to start a workdrive review & approve
Request for Auto PO - Min–Max based Automated Purchase Feature
Dear Zoho POS Team, I’m writing to request a feature enhancement that would significantly streamline inventory management for businesses using Zoho POS — particularly supermarkets, FMCG retail, and multi-store operations like ours. Feature Requested:
Masters in UK – Experiences, Universities, and Career Outcomes
This forum discussion is for students who are planning or considering a Masters in UK and want to gain practical insights beyond official university websites. The UK attracts international students due to its globally recognized universities, diverse
Export your notes from Notebook!
Dear users, The long awaited feature is now live. Yes, you can now export your notes from Notebook app in bulk. But the feature has just started with web app alone for now. You can try the export feature as mentioned below: Go to our web app, https://notebook.zoho.com Go to 'Settings' > 'Export' Now, select the format: You can select either ZNote or HTML Once done, you can use the same to import or can have this a local backup of your notes. Note: Export for other platforms are in development and
Prepopulating Fields
Hello, I have a form (Assets) with 2 lookup fields: Client (from Clients) Site (from Client Sites) I modified the code (highlighted in red below), so the Site dropdown shows the list of sites related to the Client. must have Client_Site ( type = picklist
Unable to sort as Descending order
Trying to change the sort order for a lookup field (checkboxes) from Ascending to Descending and keep getting an error in Deluge that the order must be Ascending Did anyone ran into this? Thanks Eyal
Export Invoices to XML file
Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities
Can I change the format of the buttons in the email templates?
Hi all! We have been working hard trying to brand our email templates, and have some way to go yet. One of the things we can't seem to edit is the green ${Cases.CUSTOMER_PORTAL_BUTTON} button and the font of the View Ticket text. Is there any way of doing
issue with deluge script
i used chat gpt to build this script and I am getting 2 errors which I cannot figure out how to fix: void monthly_sales_order_generation() { try { // ---------------- CONFIG ------------------- analytics_url_1 = "https://analytics.zoho.com/api/<workspaceID>/report/<reportID1>/data";
Introducing LinkedIn Apply Connect for Zoho Recruit
Attract up to 3x more qualified candidates and hire more efficiently with LinkedIn Apply Connect. Let candidates fill-in job applications without any redirections, gain deeper insights with applicant highlights within Zoho Recruit, and keep candidates
Recruit paid support?
Hi all, Could anyone who has paid support package advise if it provides value for money with regards to support response times? Exploring the idea as unfortunately when we have faced issues with Recruit it has been a 7+ day timescale from reporting to
Introducing Dedicated Modules for Plans, Addons, and Coupons in Zoho Billing
We’ve enhanced the way you manage Plans, Addons, and Coupons in Zoho Billing. Previously, all three grouped together under Subscription Items. Now, each one has its own dedicated module, giving you a cleaner and more intuitive experience. This update
Ticket Status email
Good day, This was discussed in the past, but it would be helpful if we could have the system assign a custom response to a status. We have various statuses for tickets, e.g. "closed due to no response", or "Pending Status", it would be helpful for the
Customer ticket creation via Microsoft Teams
Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within
Holidays
Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we
Can I use a Standalone CRM Function as the Callback URL For Async Export Data API?
I am creating an export job using this API https://www.zoho.com/analytics/api/v2/bulk-api/export-data-async/create-export/view-id.html There is a "callbackUrl" key in the CONFIG object. I tried copying the URL for a standalone function in CRM which can
Future Orders - Due Date
Hi In my role, I can receive tickets where the work required is requested months in advance. Using a Future Orders option, which I believe was setup under the On Hold status type, hides the Due Date, in all views/ticket etc. Whilst I understand the reasoning
Introducing Withdrawal Reasons for Offers
We’re excited to introduce a new enhancement to the Offer module that brings more clarity and accountability to every withdrawn offer. The Withdrawal Reason update ensures that each withdrawal — manual or automatic — is backed by a clear explanation,
Zoho Creator customer portal users
Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal. At most we need 25 customer portal users. In our Zoho One plan we only get 3
GPS tracking only or Check out facility
Dear Team, Zoho CRM is quite robust CRM but till date i was waiting for the feature of having GPS tracking of Sales employees which is a common demand by all customers for thier field sales executives. We cover them by saying that CRM provides Checkin
HTML Tags added to Reports with Notes
Recently Zoho added the ability to markup text within notes. That way, users can change font size, colors, etc. It's a great change. However, since the change, reports that include a column for "Note Content" are printing HTML tags within the report.
In App Auto Refresh/Update Features
Hi, I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users. The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps. I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the
Appraisals on Employee Information Profile
Is it possible to show completed appraisals on each employee's "Employee Information" page? I would presume at the bottom - similar to the "Related Lists" concept in Zoho CRM. Obviously view access would be limited to employee and appropriate other roles
AI Interview Insights: Turn Recorded Interviews into Quick Transcripts & Summaries
Evaluating interviews shouldn’t require replaying long recordings or taking manual notes. With AI Interview Insights, you can now review complete transcripts and AI-generated summaries of your One-way (Recorded) interviews right inside Zoho Recruit. This
Kaizen #220: Actions API - Webhooks APIs - Part 2
Hello all!! Welcome back to the follow-up Kaizen post of Kaizen #219: Actions API - Webhooks APIs - Part 1. In the previous week, we covered how to configure a basic Webhook and how to include Headers, Body, and URL Parameters using both the POST Webhook
Standard Payment Term is not pulled from account to quotation
Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get the
Canva Integration
Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,
Manage your invoices from Bigin's mobile app (iOS)
Hello everyone! We're happy to announce that users can now integrate Zoho Books with the latest version of Bigin's iOS app. Zoho Books can be integrated with Bigin only via the web application. Users can view the Zoho Books tab in the detail pages of
HubSpot CRM to Zoho Creator Integration
I'm trying to create an integration between HubSpot CRM and Zoho Creator with HubSpot being the push source (if a contact is created or updated in HubSpot, it pushes the information to Zoho Creator). I have two questions: 1- Is it best to use Zoho Flow
Systematic SPF alignment issues with Zoho subdomains
Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due
Accessibility controls and multilingual captcha authorization for Help Center users
Hello everyone, As part of our ongoing effort to improve user experience, we are excited about the accessibility controls and predefined accessibility personas added in the Help Center, similar to what is already available in Zoho Desk. Help Center users
Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
Zoho Sign + Zoho CRM : la solution pour simplifier vos accords de vente
La conclusion d’un contrat de vente nécessite de nombreuses étapes : préparation de documents, validations successives et collecte des signatures. Les équipes commerciales passent souvent par plusieurs cycles de collaboration et de révision, tout en assurant
Zoho Desk Limitations
Good day, all, I would like to know whether others share my frustration with some of Zoho's limitations. Don't get me wrong, I like Desk (and I also have a subscription for Analytics), I have been with them for close to 10 years, and unfortunately, I
Item/service subtotal
Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature
Converting Sales Order to Purchase Order
Hi All, Firstly, this code works to convert a sales order(SO) to a purchase order (PO) via a button, however I am running into an issue when I convert the SO where the values from the line items are not pulled across from the SO to the PO. The ones in
how to Solve Conflict Invoices in Zoho POS
Hello Team, I am facing a repeated issue in Zoho POS while saving a sale that contains service-based items. My products are intentionally created as Service (Non-Inventory) items because I do not want to track stock for them. However, every time I try
Next Page

Kaizen #84 - PHP SDK [Part I]

Kaizen #84 - PHP SDK [Part I]

PHP Software Development Kit

Why PHP SDK?

Prerequisites

How to start using the PHP SDK?

1. Register your application with Zoho CRM

2. Install PHP SDK

3. Token Persistence

a. Token Persistence using a Database

b. File Persistence

c. Custom Persistence

4. Configuration

5. Initilization

Access your files securely from anywhere

Zoho Developer Community

France ZUGs

Topic Participants

Anu Abraham

Valentino Traverso

Anu

Sticky Posts

Kaizen #217 - Actions APIs : Tasks

Kaizen #216 - Actions APIs : Email Notifications

Kaizen #152 - Client Script Support for the new Canvas Record Forms

Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

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

Zoho Show Resources

Get Started. Write Away!

その他のサービス コンテンツ

Nederlandse Hulpbronnen

ご検討中の方

Recent Topics

Integration with...

Zoho Sign - Zoho CRM extension upgrade

Consultant-Only Booking Page

Start Workflow from Deluge Script

Request for Auto PO - Min–Max based Automated Purchase Feature

Masters in UK – Experiences, Universities, and Career Outcomes

Export your notes from Notebook!

Prepopulating Fields

Unable to sort as Descending order

Export Invoices to XML file

Can I change the format of the buttons in the email templates?

issue with deluge script

Introducing LinkedIn Apply Connect for Zoho Recruit

Recruit paid support?

Introducing Dedicated Modules for Plans, Addons, and Coupons in Zoho Billing

Ticket Status email

Customer ticket creation via Microsoft Teams

Holidays

Can I use a Standalone CRM Function as the Callback URL For Async Export Data API?

Future Orders - Due Date

Introducing Withdrawal Reasons for Offers

Zoho Creator customer portal users

GPS tracking only or Check out facility

HTML Tags added to Reports with Notes

In App Auto Refresh/Update Features

Appraisals on Employee Information Profile

AI Interview Insights: Turn Recorded Interviews into Quick Transcripts & Summaries

Kaizen #220: Actions API - Webhooks APIs - Part 2

Standard Payment Term is not pulled from account to quotation

Canva Integration

Manage your invoices from Bigin's mobile app (iOS)

HubSpot CRM to Zoho Creator Integration

Systematic SPF alignment issues with Zoho subdomains

Accessibility controls and multilingual captcha authorization for Help Center users ​

Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure

Zoho Sign + Zoho CRM : la solution pour simplifier vos accords de vente

Zoho Desk Limitations

Item/service subtotal

その他のサービスコンテンツ

Accessibility controls and multilingual captcha authorization for Help Center users