Kaizen #86 - PHP SDK [Part III]

Hey there!

Welcome back to yet another insightful post in our Kaizen series!

In this post, we will continue the journey of PHP SDK sample codes for Record Operations from last week. Let us delve into a new set of use-cases and expand your horizons with additional examples in the Record and Send Mail Operations.

1. Subforms

To add subform details of a record during a record create/update, use the following format.

$subformVar = new Record();

$subformVar->addKeyValue("Subform_Field_API_Name", "FieldValue");

$record->addKeyValue("Subform_API_Name", [$subformVar]);

Repeat the second line of the above code to add as many fields as you have in your subform layout. To add multiple subform records, you will have to map the fields within a new object for each subform record.

Here is a sample code to update the details of a custom subform in Contacts.

<?php

use com\zoho\crm\api\HeaderMap;

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

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

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

use com\zoho\crm\api\util\Choice;

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

require_once "vendor/autoload.php";

class UpdateRecord

{

public static function initialize()

{

// add initialisation code

// refer to the previous post for details and examples

}

public static function updateRecord1(string $moduleAPIName, string $recordId)

{

$recordOperations = new RecordOperations();

$request = new BodyWrapper();

$record = new Record();

$record->addFieldValue(Contacts::LastName(), "Boyle");

$subformRec1 = new Record();

$subformRec1->addKeyValue("Language_Proficiency", new Choice("English"));

$subformRec1->addKeyValue("Personal_Email", "patricia.boyle@zylker.com");

$subformRec1->addKeyValue("Secondary_Phone", "9876543210");

$record->addKeyValue("Proficiency_and_Others", [$subformRec1]);

$request->setData([$record]);

$headerInstance = new HeaderMap();

$response = $recordOperations->updateRecord($recordId, $moduleAPIName, $request, $headerInstance);

//Add your code to handle the response received in $response

// For more details, see here.

}

UpdateRecord::initialize();

$moduleAPIName = "Contacts";

$recordId = "5545974000002858001";

UpdateRecord::updateRecord1($moduleAPIName, $recordId);

2. Line Items and Line Taxes in Inventory Modules

2.1 Product Line Items and Product Line Taxes

To add or update product line items and their product line taxes in the Inventory module, use the following format.

$lineItemVar = new Record();

$lineItemProductVar = new LineItemProduct();

$lineItemProductVar->setId("product_id");

$lineItemVar->addKeyValue("Product_Name", $lineItemProductVar);

$lineItemVar->addKeyValue("Quantity", Value);

$lineItemVar->addKeyValue("ListPrice", Value);

$lineItemVar->addKeyValue("Discount", Value);

$productLineTaxVar = new LineTax();

$productLineTaxVar->setName("Tax_Name");

$productLineTaxVar->setPercentage(Value);

$lineItemVar->addKeyValue('Line_Tax', [$productLineTaxVar]);

Repeat this code to add multiple products to the inventory record.

Note that when you update any one of the line items in the inventory records, the remaining line items will become null and have to be re-added to the list.

2.2 Inventory Record Line Taxes

To add line taxes to an inventory record, use the following format.

$lineTaxVar = new LineTax();

$lineTaxVar->setName("Tax_Name");

$lineTaxVar->setPercentage(Value);

$record->addKeyValue('$line_tax', [$lineTaxVar]);

The 'line_tax' represents the tax amount specific to each line item. Whereas, the '$line_tax' represents the tax applied to the overall products in the line item list.

Following is a sample code to create a record in the Quotes module.

<?php

use com\zoho\crm\api\HeaderMap;

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

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

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

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

use com\zoho\crm\api\record\{Accounts, Contacts, Quotes, Deals};

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

require_once "vendor/autoload.php";

class CreateRecords

{

public static function initialize()

{

// add initialisation code

// refer to the previous post for details and examples

}

public static function createRecords(string $moduleAPIName)

{

$recordOperations = new RecordOperations();

$bodyWrapper = new BodyWrapper();

$record = new Record();

$record->addFieldValue(Quotes::Subject(), "Quote No 1");

$AccountName = new Record();

$AccountName->addFieldValue(Accounts::id(), "55459742858119");

$record->addFieldValue(Quotes::AccountName(), $AccountName);

$dealName = new Record();

$dealName->addFieldValue(Deals::id(), "55459742858125");

$record->addFieldValue(Quotes::DealName(), $dealName);

$contactName = new Record();

$contactName->addFieldValue(Contacts::id(), "55459742858122");

$record->addFieldValue(Quotes::ContactName(), $contactName);

//product 1

$inventoryLineItem1 = new Record();

$lineItemProduct1 = new LineItemProduct();

$lineItemProduct1->setId("55459742897004");

$inventoryLineItem1->addKeyValue("Product_Name", $lineItemProduct1);

$inventoryLineItem1->addKeyValue("Quantity", 2.0);

$inventoryLineItem1->addKeyValue("ListPrice", 150.0);

$inventoryLineItem1->addKeyValue("Discount", "5%");

$productLineTax = new LineTax();

$productLineTax->setName("Sales Tax");

$productLineTax->setPercentage(2.0);

$inventoryLineItem1->addKeyValue('Line_Tax', [$productLineTax]);

//product 2

$inventoryLineItem2 = new Record();

$lineItemProduct2 = new LineItemProduct();

$lineItemProduct2->setId("55459742897009");

$inventoryLineItem2->addKeyValue("Product_Name", $lineItemProduct2);

$inventoryLineItem2->addKeyValue("Quantity", 1.0);

$inventoryLineItem2->addKeyValue("ListPrice", 100.0);

$inventoryLineItem2->addKeyValue("Discount", "3%");

$productLineTax1 = new LineTax();

$productLineTax1->setName("Sales Tax");

$productLineTax1->setPercentage(2.0);

$productLineTax2 = new LineTax();

$productLineTax2->setName("Vat");

$productLineTax2->setPercentage(4.0);

$inventoryLineItem2->addKeyValue('Line_Tax', [$productLineTax1, $productLineTax2]);

$record->addKeyValue("Quoted_Items", [$inventoryLineItem1, $inventoryLineItem2]);

//line taxes

$lineTax1 = new LineTax();

$lineTax1->setName("Sales Tax");

$lineTax1->setPercentage(2.0);

$lineTax2 = new LineTax();

$lineTax2->setName("Vat");

$lineTax2->setPercentage(2.0);

$record->addKeyValue('$line_tax', [$lineTax1, $lineTax2]);

$bodyWrapper->setData([$record]);

$headerInstance = new HeaderMap();

$response = $recordOperations->createRecords($moduleAPIName, $bodyWrapper, $headerInstance);

//Add your code to handle the response received in $response

// For more details, see here.

}

CreateRecords::initialize();

$moduleAPIName = "Quotes";

CreateRecords::createRecords($moduleAPIName);

3. Events and Tasks Module Operations

3.1 Add and Update Participants in Events

There are two methods to add participants to an event. In the first method, use the record ID of the contact, lead or user.

$participantVar = new Participants();

$participantVar->addKeyValue("participant", "record_id");

$participantVar->addKeyValue("type", "record_module");

$record->addFieldValue(Events::Participants(), [$participantVar]);

In the second method, mention the participant's email ID with the type key specified as email.

$participantVar = new Participants();

$participantVar->setParticipant("name@domain.com");

$participantVar->setType("email");

$record->addFieldValue(Events::Participants(), [$participantVar]);

In the above code snippet, setParticipant() is a method used to assign a new value to the participant field.

3.2 Reminder in Events

To create/update reminders for any event, use the following format.

$reminderVar = date_create("YYYY-MM-DDThh:mm:ss.sssZ", new \DateTimeZone(date_default_timezone_get()));

$record->addFieldValue(Events::FieldName(), $reminderVar);

Here date_create() function is used to create the DateTime object with two parameters. The first parameter represents for the DateTime string and the following represents for the time zone.

3.3. Reminder in Tasks

To create/update reminder for a task, use the following format.

$remindAtVar = new RemindAt();

$remindAtVar->setAlarm("ACTION=Value;TRIGGER=Condition;TRIGGER_TIME=hh:mm");

$record->addFieldValue(Tasks::FieldName(), $remindAtVar);

In the above code, the setAlarm() method is used to set the reminder properties. The multiple key-value pairs in the string argument denote the properties of your reminder. Following are the representation of keys for this field type.

ACTION - Specifies the notification type of the reminder.
TRIGGER - Defines the trigger condition that activates the reminder.
TRIGGER_TIME - Indicates the time at which the alarm should be triggered.

Refer to this document, to learn more about these key-value pairs and their possible values.

3.4 Recurring Activity in Events and Tasks

Use the following format to create a recurring event.

$recurringActivityVar = new RecurringActivity();

$recurringActivityVar->setRrule("FREQ=value;INTERVAL=value;BYMONTH=mm;BYMONTHDAY=dd;

DTSTART=yyyy-mm-dd;UNTIL=yyyy-mm-dd");

$record->addFieldValue(Module_API_Name::FieldName(), $recurringActivityVar);

Here, the setRrule() method is used to define the elements that determine the recurrence of the activity. This format is common for all the activity modules. To know more about the Rrule elements, refer to this post.

Below is a sample code to create an event using the above field types.

<?php

use com\zoho\crm\api\HeaderMap;

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

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

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

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

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

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

require_once "vendor/autoload.php";

class CreateRecords

{

public static function initialize()

{

// add initialisation code

// refer to the previous post for details and examples

}

public static function createRecords1(string $moduleAPIName)

{

$recordOperations = new RecordOperations();

$BodyWrapper = new BodyWrapper();

$record = new Record();

$record->addFieldValue(Events::EventTitle(), "Test Events");

$startdatetime = date_create("2023-05-16T23:03:06+05:30", new \DateTimeZone(date_default_timezone_get()));

$record->addFieldValue(Events::StartDateTime(), $startdatetime);

$enddatetime = date_create("2023-05-16T23:45:06+05:30", new \DateTimeZone(date_default_timezone_get()));

$record->addFieldValue(Events::EndDateTime(), $enddatetime);

//add participants

$participant1 = new Participants();

$participant1->setParticipant("patricia.boyle@zylker.com");

$participant1->setType("email");

$participant2 = new Participants();

$participant2->addKeyValue("participant", "5545974000002858122");

$participant2->addKeyValue("type", "contact");

$record->addFieldValue(Events::Participants(), [$participant1, $participant2]);

//event reminder

$remindAt = date_create("2023-05-16T21:00:06+05:30", new \DateTimeZone(date_default_timezone_get()));

$record->addFieldValue(Events::RemindAt(), $remindAt);

//recurring event

$recurringActivity = new RecurringActivity();

$recurringActivity->setRrule("FREQ=YEARLY;INTERVAL=1;BYMONTH=5;BYMONTHDAY=16;DTSTART=2023-05-16;UNTIL=2026-05-16");

$record->addFieldValue(Events::RecurringActivity(), $recurringActivity);

$BodyWrapper->setData([$record]);

$headerInstance = new HeaderMap();

$response = $recordOperations->createRecords($moduleAPIName, $BodyWrapper, $headerInstance);

//Add your code to handle the response received in $response

// For more details, see here.

}

CreateRecords::initialize();

$moduleAPIName = "Events";

CreateRecords::createRecords1($moduleAPIName);

Here is a sample code for creating a recurring task with a reminder.

<?php

use com\zoho\crm\api\HeaderMap;

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

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

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

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

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

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

require_once "vendor/autoload.php";

class CreateRecords

{

public static function initialize()

{

// add initialisation code

// refer to the previous post for details and examples

}

public static function createRecords1(string $moduleAPIName)

{

$recordOperations = new RecordOperations();

$bodyWrapper = new BodyWrapper();

$record = new Record();

$record->addFieldValue(Tasks::Subject(), "Follow-up call");

//task reminder

$remindAt = new RemindAt();

$remindAt->setAlarm("ACTION=EMAIL;TRIGGER=-P0D;TRIGGER_TIME=14:20");

$record->addFieldValue(Tasks::RemindAt(), $remindAt);

// recurring task

$recurringActivity = new RecurringActivity();

$recurringActivity->setRrule("FREQ=WEEKLY;INTERVAL=1;UNTIL=2023-06-01;BYDAY=TH;DTSTART=2023-06-01");

$record->addFieldValue(Tasks::RecurringActivity(), $recurringActivity);

$bodyWrapper->setData([$record]);

$headerInstance = new HeaderMap();

$response = $recordOperations->createRecords($moduleAPIName, $bodyWrapper, $headerInstance);

//Add your code to handle the response received in $response

// For more details, see here.

}

CreateRecords::initialize();

$moduleAPIName = "Tasks";

CreateRecords::createRecords1($moduleAPIName);

5. Send Email

You can either use an email or inventory template to send mail or write your own HTML/text body for the email. Refer to this sample code on GitHub to know how to fetch the inventory template IDs. To use a template in your email follow the below structure.

$mail = new Mail();

$templateVar = new EmailTemplate();

$templateVar->setId(template_id);

$mail->setTemplate($templateVar);

Use the following format to write your own email body.

$mail = new Mail();

$mail->setContent("your_html_content");

$mail->setMailFormat("html");

To specify plain text as the value for the setContent() method, you have to set text as the value for the setMailFormat() method.

Here is a sample code of send mail using email template for your reference.

<?php

use com\zoho\crm\api\sendmail\SendMailOperations;

use com\zoho\crm\api\sendmail\Mail;

use com\zoho\crm\api\emailtemplates\EmailTemplate;

use com\zoho\crm\api\sendmail\BodyWrapper;

use com\zoho\crm\api\sendmail\UserAddress;

//use com\zoho\crm\api\inventorytemplates\InventoryTemplate;

require_once "vendor/autoload.php";

class SendMail

{

public static function initialize()

{

// add initialisation code

// refer to the previous post for details and examples

}

public static function sendMail1(string $recordId, string $moduleAPIName)

{

$sendMailOperations = new SendMailOperations();

$mail = new Mail();

$from = new UserAddress();

$from->setUserName("Patricia Boyle");

$from->setEmail("patricia.boyle@zylker.com");

$mail->setFrom($from);

$to = new UserAddress();

$to->setUserName("Carissa Kidman");

$to->setEmail("carissa-kidman@yahoo.com");

$mail->setTo([$to]);

$mail->setSubject("Mail subject");

//use this for customized email body

//$mail->setContent("Hello! Thank you for shopping with us!");

//$mail->setMailFormat("text");

//use this for inventory template

//$template = new InventoryTemplate();

//$template->setId("55459741230768");

//$mail->setTemplate($template);

$template = new EmailTemplate();

$template->setId("55459741230058");

$mail->setTemplate($template);

$mail->setConsentEmail(true);

$wrapper = new BodyWrapper();

$wrapper->setData([$mail]);

$response = $sendMailOperations->sendMail($recordId, $moduleAPIName, $wrapper);

//Add your code to handle the response received in $response

// For more details, see here.

}

SendMail::initialize();

$recordId = "5545974000002935001";

$moduleAPIName = "Contacts";

SendMail::sendMail1($recordId, $moduleAPIName);

We hope you found this post useful and engaging!

If you have any queries, feel free to drop them in the comments section below or reach out to us directly at support@zohocrm.com. We eagerly await your thoughts and feedback on this!

Keep an eye out for future posts packed with similar content!

Cheers!

Additional Reading

PHP SDK - Configuration and Initialization Process, Sample Codes for Record Operations
Subforms - Subforms API
Product line items and line taxes - Insert Records API, Handling Product Line Items, Sales Orders API
Events and Tasks Module Operations - Insert Records API, Handling Recurrence and Participants in Events Module
Send Mail - Send Mail API, Email Templates API, Inventory Templates API

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Change Last Name to not required in Leads
I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
creating an alias
your instructions for creating an alias are wrong. there is no add alias in my mail account. also i dont have a control panel link just a settings link how do i really make an alias
Reply to Email for SO/PO
Hello, We are new to Zoho Books and running into an issue. Our support@ email is our integration user. When our team is sending out PO/SO's we are updating the sender email, but for some reason many of our responses are coming back to our support@ email
ZOHO Payroll Canada
Any plans on the roadmap for Canada?
Zoho Books Sandbox environment
Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a
Multi-currency and Products
One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. There
ZOHO Writer Folders
Hi We would love to have ability to create folders on the left hand side. We would then be able create and store our documents within each folder Hope you can provide this feature soon ! dux.centra
How can Data Enrichment be automatically triggered when a new Lead is created in Zoho CRM?
Hi, I have a pipeline where a Lead is created automatically through the Zoho API and I've been trying to look for a way to automatically apply Data Enrichment on this created lead. 1) I did not find any way to do this through the Zoho API; it seems like
Escalation request: organization merge and data export (Ticket [154609577])
Hello Zoho Team, I am posting here because my support ticket has not received substantive responses through the usual channels. Summary of the issue (ongoing for three weeks): I requested assistance with a data migration and a merge of two Zoho organizations.
Different form submission results for submitter and internal users
I'm looking for suggestions on how to show an external submitter a few results while sending internal users all the results from the answers provided by the external user. The final page of our form has a section with detailed results and a section with
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Kaizen #86 - PHP SDK [Part III]

Kaizen #86 - PHP SDK [Part III]

1. Subforms

2. Line Items and Line Taxes in Inventory Modules

2.1 Product Line Items and Product Line Taxes

2.2 Inventory Record Line Taxes

3. Events and Tasks Module Operations

3.1 Add and Update Participants in Events

3.2 Reminder in Events

3.3. Reminder in Tasks

3.4 Recurring Activity in Events and Tasks

5. Send Email

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Canvas templates can now be shared with different CRM organizations

Change Last Name to not required in Leads

creating an alias

Reply to Email for SO/PO

ZOHO Payroll Canada

Zoho Books Sandbox environment

Multi-currency and Products

ZOHO Writer Folders

How can Data Enrichment be automatically triggered when a new Lead is created in Zoho CRM?

Escalation request: organization merge and data export (Ticket [154609577])

Different form submission results for submitter and internal users

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