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

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

Zoho Desk Resources

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

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Anu Abraham
Valentino Traverso
Anu

Sticky Posts
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
Kaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using Client
Kaizen#162 : Add Tags and Open Pre-filled Email Drafts via Client Scripts
Hello everyone! Welcome to another informative Kaizen post. In this post, let us see how to accomplish the following using Client Script. 1. How to auto-tag a record based on field update? 2. How to Open a pre-filled email draft This post will provide
Extension Pointers - JS SDK series #4: Managing data from a widget using ZOHO.CRM.HTTP
Handling and managing the data between two applications is a major factor for an efficient business. There are a variety of ways to handle data between Zoho CRM and other third-party applications. You can use deluge CRM tasks, create connectors, use API
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

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 Campaigns Resources

Campaigns Community Learning Series

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

Writer

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
Introducing signer groups: Streamline signature collection and make it even faster
Hello everyone, We're excited to introduce signer groups, a feature designed to make your signing process quicker, more efficient, and collaborative. With signer groups, you can send an envelope to a group of people, and any member of the group can open
Calendar - Recurring Event - End of Month and Last Weekday of Month
How do I set a calendar event to recur on the last day of every month? How do I set a calendar event to recur on the last weekday of the month?
Duplicate Zoho Invoices and Sales Receipts
We have been running into an issue where upon saving an invoice or a sales receipt, we get a duplicate: same information saved twice but with a different invoice id/number and sales receipt id/number. I have logged a ticket but so far no response. It
Introducing revamped Zoho Creator Developer Console—a powerful platform for developing and distributing apps
Hello everyone! We're thrilled to announce the launch of the revamped Zoho Creator Developer Console—a dedicated platform designed specifically for Creator developers and Partners to build, test, and distribute apps to your clients. Developer Console
Phone App of CRM doesn't find contacts
I open the crm to and do a contact search but nothing comes up. If I do a full zia search it will find an old note that is attached to a contact and I can open the contact. BUT I still can't enter notes of calls, set appointments, etc. It requests I go
[Product Update] Deprecation of 'Inbound Transport Details' module in Zoho Analytics - Amazon Seller Central integration
Dear Customers, Please be informed that the Amazon Seller Central will be deprecating the 'Inbound Transport Details' module APIs effective December 20, 2024. As a result, this module will no longer be supported in the Amazon Seller Central - Zoho Analytics
Is there any support for Drivers license and other forms of ID scanning capabilities?
When scanning a drivers license barcode for data input to a Form, the scanning tool receives all the raw data but there doesnt seem to be a function to limit or remove the unnecessary fragmrnts, like a prefix. Is there any support or info in the help
Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!
We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each under
Gravity Forms plugin not passing some fields
I use the gravity form zoho plugin to push data from my lead form into my lead page in Zoho CRM. Everything was working file for about 6 months. Suddenly on Oct 1st, some of the fields are no longer getting passed to Zoho. The fields with the problem
Can't delete bank transactions (i changed from 14 days trail to free just now)
Hi, I manually added one bank transaction When i try to delete it, it say below: What should I do?
Feature Request: Search in the PC client. Some thoughts about the search.
Hi all. I'm really excited to start using Zoho Notebook, but I'm missing some of the search capabilities on my desktop. There are also some thoughts on improving search in general. Search is very important to me, without it it is difficult for me to use
Leave Policy for Brazil
Hi, Brazil asked us to configure Zoho People to apply the following policy: · To block starting vacations 2 business days before holidays or weekends; Employees cannot start their vacations 2 days before holidays or weekends. Example: If December 25th
Adding date field to each individual Items when creating Invoices?
When adding items into an invoice I need to be able to have a date for each item. Example below: Date Item Description Qty Rate Discount(%) Tax Amount 31/07/13 Brown Sugar Performance 1.00 3,000.00 0.00 10% $3300 Is this possible or will it be in the
Auto-Create OneDrive Folder Structure Upon Lead Creation
Hello, New to Zoho and looking for help on a critical process automation I'm looking to implement. My company currently utilizes OneDrive for file management and the folder structure is Proposals -> Client Name -> Address (where I need to initially create
Profile Page View Customization
I need to change the fields, sections from the profile view of an emplyoyee.
What do the Image Sizes mean in Zoho CRM Email Templates?
Below you can see the image options in email templates: Banner, Fit, Small, Medium, Original, Custom. Can someone from Zoho please share with me: What each is/means? How each will look on desktop AND mobile? How to edit "custom"? If I choose "Custom"
Translate any published presentation to the language of your choice
As part of our constant effort to enrich your presentation experience, Zoho Show has rolled out a new feature for translating published presentations. Consider the following scenario: Zylker IT services, a multinational corporation, has announced product
Blueprint: multi-select lookup field not available in the criteria option
I read this old forum post which stated that multi-select lookup fields are now selectable as an option in a Blueprint transition configuration: https://help.zoho.com/portal/en/community/topic/blueprint-multi-select-lookup-field-not-available-within-blueprint-transition
Apply Credit Note Automatically
We need the ability to apply open Credit Notes toward invoices generated by recurring invoice as the first, priority payment. This should be an option that we can enable/disable in the recurring profile and/or the Credit Note. Other invoicing systems can do this. I'm not sure why Zoho Invoice doesn't have it. Here's an example for a Recurring Invoice... If a customer has open Credit Notes, and a saved credit card set for auto-pay, once an invoice goes out, the credit balance gets automatically applied
Workflow for "Expenses" module?
Hi there, over the last 2 years, Zoho Expense has seen tremendous growth and we are happy with it. But, sometimes it is frustrating to see things are being implemented halfheartedly, or so it seems. For example, There is the possibility to create workflows
Record Template - Conditionally printing sections
Is there a way to conditionally print a section of a Record Template? More specifically I am printing records from a Form "Invoice". That Form has 3 SubForms. I'd like to print the content of those SubForms using a Record Template but only if they have at least one line item. If they have no line items, I'd like to hide the headers for that section on the printout.
User can choose the PDF report
Hi. I would like to find out if a user (Creator or customer portal) to choose from the different PDF customised reports that have been built?
Query table pull last 12 months
I am tying to pull the following criteria and the date is always what causes me the issue. I want to pull people (pco_id) who have entries of "event_id" being these 2 events and whos "kind" is Regular or Guest and where the event_starts_at (date column)
PLEASE FIX Search options and consider a Global seach option
A recent update has removed the ability to search for addresses and phone numbers under contacts. We cannot find where this moved to (If it is still available). Please put these options back as we cannot locate specific projects anymore. Also please consider allowing for a Global search. This would really improve the search engine. For example: If I search for "Sally Jones" then all invoices , estimates, vendors etc.. would populate.. Please let me know if you need any more information. Thank You....
How can I transfer data from Production to Development environment?
Hi, I am using Creator V6 and would like to bring all the data in production to the Development and Testing environments? Is there an easy way of doing that or I have to export and import each table?
Customize your calendar based on personal preferences
Greetings, We're happy to introduce a few new capabilities to the Activities module's Calendar View! Now you can tailor your calendar's appearance and notification settings to suit your needs. In the past, the Calendar View lacked customization options
BUG ALERT: Client Script + Commands -> $Page contextual data is not updated
When using the new Client Script Commands feature, there is an issue with the Client Script $Page contextual data not accurately being updated each time a Command is run. Assuming a Client Script Command called "Client Script Command Bug" with the following
Show iFrame of related List inside of Blueprint Transition
Hey, is it possible to show an iFrame of a related list like this inside of a Blueprint transition?
Lookup Fields not Converting
I manage holiday properties. I have a lookup to the Accounts (Properties) in the Leads module. The lookup is connected to the property address field. When I convert it the lookup field does not update in Deals, although the property address does. There
2024: A Year of Transformation with Zoho Forms
As we close the curtain on another exciting year, it’s time to reflect on the strides Zoho Forms has taken in 2024. From empowering businesses with advanced tools to simplifying workflows and enhancing user experiences, our updates this year were all
Stop selling out of stock Items.
Hi I have been using Zohobooks for a around 8 month now. I am not involved in selling process but my staff cant stop selling product which they do not hold in stock, this is a big headache for me as physical count never matches what is shown on the books.
Bigin API Token Request ("invalid_client")
Hi people, I tried to connect to the API without success, I've read all of the documentation multiple time and tried just about everything. I tried to do it with Python Request module and with Postman, passing the information through both the URL parameter
Customer Happiness not clickable when using API
Is there a way to automatically add the Customer Feedback links when generating email drafts via the API? Currently, the feedback links are only added when generating an email draft using the UI. I tried using the endpoint described in https://desk.zoho.com/DeskAPIDocument#CustomerFeedback#CustomerFeedback_Getthecustomerfeedbackplaceholderlink
Restricting Calendar View to Working Hours
Hi: I'm trying to implement a calendar which displays all of my customer appointments. Currently, the calendar shows all 24 hours of the day. Is there a way to restrict the hours to simply the times my business is open? Thanks!
Send To Zoho Sign not Showing
The button send to Zoho sign is not showing on my Zoho CRM . Is there additional steps I need to take after installing Zoho Sign to CRM ?
How to Get An Image's URL once it's uploaded to library?
I manage to find URLs to the images I uploaded to my library, but after a day, it seems the links stop working like its only temporary. Where can I find the ACTUAL solid URL for my images that I upload to my Library so I can use them for my custom template / HTML coded template? Thanks, Mac
【Zoho CRM】インポート機能のアップデート：既存データへのタグ追加が可能に！
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。今回は「Zoho CRM アップデート情報」の中のインポート機能のアップデートをご紹介します。 Zoho CRMのタグは、データを効率的に分類、認識するためのラベルです。タグ付けは次の3つの方法で行えます：個別タグ付け：少数のデータを手動でタグ付け自動化：特定のタイミングで繰り返しタグ付け一括更新：インポート機能でタグを追加または更新今回のアップデートでは、インポート時に既存のタグを残したまま、新しいタグの追加、既存タグを置き換えできるようになりました。
Bluerprints: How to connect the created record back?
I've a blueprint which creates another record as part of an 'After' transition. But the two records don't seem to be linked together. If it's not automatic - how do I get the created record ID to link it to the original record? Thanks!
Populate a Related List Item based on a Stage
I would like to know if I can populate a CLOSED DEAL section in a contact that populates only when a Deal (something in the Deal Module) is listed as Closed - Won. I'd like another section that is just called deals, which shows me all other deals that
Being able to draw inside a module ?
I was wondering if anyone know of a solution for this request. We would like to be able to draw directly from one module in the CRM and have it attached to that record. Here is an example. Paul would go to the customer once he as done the measuring, he
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

Client Script | Update - Introducing Commands in Client Script!

Kaizen #165 : How to call Zoho CRM APIs using Client Script

Kaizen#162 : Add Tags and Open Pre-filled Email Drafts via Client Scripts

Extension Pointers - JS SDK series #4: Managing data from a widget using ZOHO.CRM.HTTP

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

Zoho TeamInbox Resources

Zoho DataPrep Resources

Zoho CRM Plus Resources

Zoho Books Resources

Zoho Subscriptions Resources

Zoho Projects Resources

Zoho Sprints Resources

Qntrl Resources

Zoho Creator Resources

Zoho Campaigns 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

Introducing signer groups: Streamline signature collection and make it even faster

Calendar - Recurring Event - End of Month and Last Weekday of Month

Duplicate Zoho Invoices and Sales Receipts

Introducing revamped Zoho Creator Developer Console—a powerful platform for developing and distributing apps

Phone App of CRM doesn't find contacts

[Product Update] Deprecation of 'Inbound Transport Details' module in Zoho Analytics - Amazon Seller Central integration

Is there any support for Drivers license and other forms of ID scanning capabilities?

Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!

Gravity Forms plugin not passing some fields

Can't delete bank transactions (i changed from 14 days trail to free just now)

Feature Request: Search in the PC client. Some thoughts about the search.

Leave Policy for Brazil

Adding date field to each individual Items when creating Invoices?

Auto-Create OneDrive Folder Structure Upon Lead Creation

Profile Page View Customization

What do the Image Sizes mean in Zoho CRM Email Templates?

Translate any published presentation to the language of your choice

Blueprint: multi-select lookup field not available in the criteria option

Apply Credit Note Automatically

Workflow for "Expenses" module?

Record Template - Conditionally printing sections

User can choose the PDF report

Query table pull last 12 months

PLEASE FIX Search options and consider a Global seach option

How can I transfer data from Production to Development environment?

Customize your calendar based on personal preferences

BUG ALERT: Client Script + Commands -> $Page contextual data is not updated

Show iFrame of related List inside of Blueprint Transition

Lookup Fields not Converting

2024: A Year of Transformation with Zoho Forms

Stop selling out of stock Items.

Bigin API Token Request ("invalid_client")

Customer Happiness not clickable when using API

Restricting Calendar View to Working Hours

Send To Zoho Sign not Showing

How to Get An Image's URL once it's uploaded to library?

その他のサービスコンテンツ