Kaizen #90 - CRM Variables and APIs
Hello everyone!
Welcome back to another post in the Kaizen series!
This week, we will discuss what are CRM Variables and variable groups, how to create, update, and delete them through an API and the UI, and a simple example in Deluge of using a CRM variable in a function.
Let's get started!
What are CRM Variables?
Often, we have the need to reuse certain data in CRM at various places. Instead of creating separate fields to hold such values in every module, we can create an org-level field and use the same value across the CRM system. This field is called a CRM Variable.
These variables can be of any of the following data types:
- Decimal
- Single line
- Multi line
- Integer
- Long integer
- Percent
- Currency
- Date
- DateTime
- Phone
- URL
- Checkbox
Where can you use CRM Variables?
You can use CRM variables in mail merge templates, email templates, functions, workflows, buttons etc,.
What are Variable Groups?
When you have multiple variables, you can group them together for easy accessibility. For example, it makes sense to group all the authentication variables such as access token, refresh token etc., under a group called "Auth parameters".
How can you create a CRM Variable?
You can create CRM Variables from the UI or through the CRM API.
1. From the UI
- Go to Setup > Developer Space > Zoho CRM Variables > Create New Variable.
- In the Create Zoho CRM Variable pop up, enter the following details:
a. The name of the variable in the Variable Name field.
b. The API name of the variable in the API name field.
c. A brief description of the variable in the Description field.
d. The data type of the variable from the Variable Type drop-down.
e. The group that the variable must belong to in the Grouped Under drop-down. - Click Save.
2. Creating a variable through an API
Request URL: {api-domain}/crm/{version}/settings/variables
Request method: POST
Scope: ZohoCRM.settings.variables.ALL or ZohoCRM.settings.variables.CREATE
Input JSON keys
{ "variables": [ { "name": "Company Address", "api_name": "Company_Address", "variable_group": { "api_name": "General", "id": "3652397000004992001" }, "type": "textarea", "value": "#24, Austin, TX", "description": "The address of the company when the state is Texas" } ] } |
where,
Key name and data type | Description |
name string, mandatory | The name of the variable. |
api_name string, mandatory | The API name you want to set for the variable. |
variable_group JSON object, mandatory | The API name and the ID of the variable group you want to group your variable under. If you do not have a variable group, you can only group it under "General". Use the Get Variable Groups API to get the ID and name of the variable group. |
type string, mandatory | The data type of the variable. The possible values are integer, text(for single line), percent, decimal, currency, date, datetime, email, phone, url, checkbox(for Boolean), textarea(for multi-line), and long. |
value string, mandatory | The value of the variable. |
description string, optional | A short description of the variable. |
Sample Response
How can you update a CRM variable?
1. From the UI
- Go to Setup > Developer Space > Zoho CRM Variables.
- Hover over the variable you want to edit.
- Click the "Edit" icon on the left-corner of the variable.
- In the Edit Zoho CRM Variable pop up, update the relevant details.
- Click Save.
Note
You cannot edit the Variable Type and Grouped Under fields.
2. Through an API
Request URL: {api-domain}/crm/{version}/settings/variables (or)
{api-domain}/crm/{version}/settings/variables/{variable_API_name or Variable_ID}
Request method: PUT
Scope: ZohoCRM.settings.variables.ALL or ZohoCRM.settings.variables.UPDATE
Input JSON keys
Note that besides "id", all the keys are optional based on what details you want to update.
{ "variables": [ { "id":"3652397000012482002"; "name": "Company_Address", "api_name": "Company_Address", "value": "#24, Austin, TX", "description": "The address of the company when the state is Texas" } ] } |
where,
Key name and data type | Description |
id string, mandatory | The ID of the variable you want to update. You can get this ID from the Get Variables API. |
name string | The name of the variable. |
api_name string | The API name you want to set for the variable. |
value string | The value of the variable. |
description string | A short description of the variable. |
Sample Response
How can you delete a CRM variable?
1. From the UI
- Go to Setup > Developer Space > Zoho CRM Variables.
- Hover over the variable you want to delete.
- Click the "Delete" icon on the left-corner of the variable.
- Click Delete in the pop up that asks for confirmation.
2. Through an API
Request URL: {api-domain}/crm/{version}/settings/variables/{variable_id} (or)
{api-domain}/crm/{version}/settings/variables?ids=id1,id2..
{api-domain}/crm/{version}/settings/variables?ids=id1,id2..
Request method: DELETE
Scope: ZohoCRM.settings.variables.ALL or ZohoCRM.settings.variables.DELETE
Sample Response
Use cases
Here are a few use cases where you can use CRM Variables.
- Consider that you have integrated with RazorPay and want to send payment links to deals that you have won. Here, you can store the payment link in a variable and use it in the function that sends the link to the deal through an email.
- You can improvise the above function, and have a condition that checks whether the payment link is valid or has expired. If it is invalid or expired, you can send an alternate payment link that is stored in another CRM variable.
- Consider you have scheduled a function to run everyday. Now, you want to run this function except on Saturday and Sunday of a particular month. In this case, you can hard-code the Saturday and Sunday in CRM variables of the DateTime type, and check this while running your function. You case would be "if datetime =={CRM variable}, stop execution".
- Another classic example of using CRM Variables would be in the banking sector. Consider that you have multiple modules that deal with the rate of interest. This rate will differ based on the tenure, the type of loan, the age of a person etc, and used at multiple places across the org. Here, you can set up variables for the different rates of interests and use them in various places. The best part is, when the rate of interest changes, you have to just change it at one place - CRM Variable.
Let us see this example in detail.
I have a module called Loans. For home loans, the rate of interest is 10% for all, irrespective of the tenure.
So, I have created a CRM variable called Interest, whose data type is decimal, and has the value 10.
In the Loans module, I have the following fields:
- Customer Name(single line) to represent the name of the customer who has opted for the loan.
- Principal(decimal) to represent the principal they have borrowed.
- Tenure(number) that depicts the number of years they will repay the loan in.
- EMI(decimal) to represent the monthly installment.
- Total(decimal) to represent the total amount they will repay including the interest.
I have a function that calculates the EMI and the Total. Here is the code.
// In this function, we are getting principal, tenure and record id from the record and Interest from CRM Variables. //Calculate Total Total = Principal + Principal * Interest / 100 * Tenure; info Total; //Calculate EMI EMI = Total / (Tenure * 12); info EMI; //Variable with MAP type to hold the fields and values record_info = {"EMI":EMI,"Total":Total}; info record_info; info zoho.crm.getRecordById("Loans",record_id); //Updating the record zoho.crm.updateRecord("Loans",record_id,record_info); |
The following image shows the function argument mapping.
I have now set up a workflow that is triggered upon record creation. This workflow has the Calculate EMI function associated to it as shown in the following image.
As you can see, in Argument Mapping, I have chosen the CRM variable Interest.
Here is a demo of how the workflow is triggered and function execution.
As you can see, based on the value in the CRM variable, the Total and EMI is calculated through the function triggered by the workflow upon record creation.
We hope you liked this post. We will see you next week with another interesting topic.
Please let us know if you have any questions in the comment section or write to us at support@zohocrm.com.
Cheers!
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