Kaizen #98 - Query API using v5 PHP SDK
Hello and welcome to another week of Kaizen!
In our previous posts, we have already covered in detail about Query API, when to use them and their supported fields and operators with examples. Please refer to COQL API [Part I] and COQL API [Part II] for more details. In this week's post, we will discuss in detail how to use Query API in Zoho CRM PHP SDK. Please note that this article holds true for PHP SDK supporting version 5 of Zoho CRM APIs.
COQL (CRM Object Query Language) is a powerful query language based on SQL syntax that allows users to write their own queries and fetch records using module API names and field API names. Use Query API when you want to query for a module's data and/or it's look up related data using various comparators, or for records that fall into a custom view without actually creating one, or to query for records from cross-modules (linked via lookup field).
How to construct a simple Query?
- Begin with the SELECT clause
- Specify the fields you want to fetch.
- Use the FROM clause to specify the module you are querying.
- Use the WHERE clause to apply conditions and filter the results based on specific criteria.
- Specify the conditions.
- Utilize additional clauses such as GROUP BY, ORDER BY, LIMIT, and OFFSET to further customize the query results if needed.
For example,
SELECT Last_Name, First_Name, Mobile FROM Leads WHERE (Lead_Status = 'Not Contacted') ORDER BY Last_Name DESC LIMIT 5 OFFSET 10;
COQL API using PHP SDK
To make a query, use the following code snippet in your code.
// Instantiate QueryOperations class $queryOperations = new QueryOperations(); // Create a new BodyWrapper instance to set the query $bodyWrapper = new BodyWrapper(); // Define your COQL select query $selectQuery = "give_your_select_query_here"; // Set the select query in the body wrapper $bodyWrapper->setSelectQuery($selectQuery); // Execute the query and get the response $response = $queryOperations->getRecords($bodyWrapper); |
Let us explore in detail with examples how to use COQL for various field types and operators.
I. Text and Picklist Fields
The supported operators for Text and Picklist fields are =, !=, like, not like, in, not in, is null, is not null.
Sample code using =, like, in operators
<?php use com\zoho\crm\api\query\BodyWrapper; use com\zoho\crm\api\query\QueryOperations; require_once "vendor/autoload.php"; class GetRecords { public static function initialize() { // add initialisation code // refer to this post for details and examples } public static function getRecords1() { $queryOperations = new QueryOperations(); $bodyWrapper = new BodyWrapper(); $selectQuery = "SELECT First_Name, Last_Name FROM Leads WHERE (((Lead_Status = 'Attempted to Contact') and (Company like '%zylker%')) and Lead_Source in ('Employee Referral', 'Advertisement')) LIMIT 5 OFFSET 10"; $bodyWrapper->setSelectQuery($selectQuery); $response = $queryOperations->getRecords($bodyWrapper); //Add your code to handle the response received in $response. To know more, refer to this sample code. } } GetRecords::initialize(); GetRecords::getRecords1(); ?> |
Please note that the like operator is used for pattern matching, and is used for starts_with, ends_with, and contains operators. In this example query, LIKE operator with the pattern %zylker% is used to find records where the Company field contains the substring zylker anywhere within its value. The % symbol represents any number of characters (including none) before or after the pattern zylker. % is the only supported wildcard character for Zoho CRM Query APIs.
II. Lookup Fields
The supported operators for Lookup fields are =, !=, in, not in, is null, is not null.
Sample Query using !=, is not, not in, is not null
<?php use com\zoho\crm\api\query\BodyWrapper; use com\zoho\crm\api\query\QueryOperations; require_once "vendor/autoload.php"; class GetRecords { public static function initialize() { // add initialisation code // refer to this post for details and examples } public static function getRecords1() { $queryOperations = new QueryOperations(); $bodyWrapper = new BodyWrapper(); $selectQuery = "SELECT Last_Name, First_Name, Full_Name, Account_Name, Owner from Contacts where (((Account_Name.Account_Name != 'Zylker') and (Reporting_To is not null)) and Vendor_Name.Vendor_Name not in ('Skytech','SR'))"; $bodyWrapper->setSelectQuery($selectQuery); $response = $queryOperations->getRecords($bodyWrapper); //Add your code to handle the response received in $response. To know more, refer to this sample code. } } GetRecords::initialize(); GetRecords::getRecords1(); ?> |
III. Date, DateTime, Number, Currency Fields
=, !=, >=, >, <=, <, between, not between, in, not in, is null, is not null are the supported operators for these fields.
Sample Query using between, <, >, >=
<?php use com\zoho\crm\api\query\BodyWrapper; use com\zoho\crm\api\query\QueryOperations; require_once "vendor/autoload.php"; class GetRecords { public static function initialize() { // add initialisation code // refer to this post for details and examples } public static function getRecords1() { $queryOperations = new QueryOperations(); $bodyWrapper = new BodyWrapper(); $selectQuery = "SELECT Deal_Name, Amount, Stage, Probability FROM Deals WHERE ((Closing_Date between '2023-01-01' and '2023-03-31') and (Probability < 99)) and ((Amount > 10000) OR (Exchange_Rate >= 5))"; $bodyWrapper->setSelectQuery($selectQuery); $response = $queryOperations->getRecords($bodyWrapper); //Add your code to handle the response received in $response. To know more, refer to this sample code. } } GetRecords::initialize(); GetRecords::getRecords1(); ?> |
Note :
Use the following formats for Date and DateTime fields.
Date : YYYY-MM-DD (eg: 2023-01-01)
DateTime : YYYY-MMDDTHH:mm:ss+/HH:mm (eg: 2023-05-03T20:39:19+05:30)
IV. Boolean
= is the only supported operator for Boolean Fields. You should provide the value as either true or false.
<?php use com\zoho\crm\api\query\BodyWrapper; use com\zoho\crm\api\query\QueryOperations; require_once "vendor/autoload.php"; class GetRecords { public static function initialize() { // add initialisation code // refer to this post for details and examples } public static function getRecords1() { $queryOperations = new QueryOperations(); $bodyWrapper = new BodyWrapper(); $selectQuery = "select Product_Name, Product_Code from Products where Product_Active = 'true'"; $bodyWrapper->setSelectQuery($selectQuery); $response = $queryOperations->getRecords($bodyWrapper); //Add your code to handle the response received in $response. To know more, refer to this sample code. } } GetRecords::initialize(); GetRecords::getRecords1(); ?> |
Aggregate Function Support
Aggregate functions in COQL allow you to perform calculations on groups of records in a module. The available aggregate functions are SUM, MIN, MAX, AVG, and COUNT.
- SUM is used to sum up the values of an aggregate field in a module.
- MAX is used to find the largest value of a field in a module.
- MIN is used to find the smallest value of a field in a module.]
- AVG is used to find the average value of a field in a module.
- COUNT is used to count the number of records in a module satisfying a certain criteria.
This feature allows users to perform complex queries on their data and get insights that would not be possible with simple SELECT queries. For example, you could use aggregate functions to find the total revenue generated by all leads in a month, or the average age of all customers in a region.
<?php use com\zoho\crm\api\query\BodyWrapper; use com\zoho\crm\api\query\QueryOperations; require_once "vendor/autoload.php"; class GetRecords { public static function initialize() { // add initialisation code // refer to this post for details and examples } public static function getRecords1() { $queryOperations = new QueryOperations(); $bodyWrapper = new BodyWrapper(); $selectQuery = "SELECT MIN(Amount), MAX(Amount) FROM Deals WHERE Stage = 'Closed Won'"; $bodyWrapper->setSelectQuery($selectQuery); $response = $queryOperations->getRecords($bodyWrapper); //Add your code to handle the response received in $response. To know more, refer to this sample code. } } GetRecords::initialize(); GetRecords::getRecords1(); ?> |
This query will return the minimum and maximum deal amounts for all deals that have been closed won.
In this guide, we've explored how to use the Query API within Zoho CRM using PHP SDK effectively. By employing COQL, you can create intricate queries to extract specific data from modules, apply various operators, and even utilize aggregate functions for deeper insights. Whether you're seeking lead details, complex filters, or aggregate calculations, Query API empowers you to interact with your CRM data seamlessly.
If you have any queries, let us know the comments below, or send an email to support@zohocrm.com. We would love to hear from you. Your commitment to Kaizen drives us forward!!
Stay tuned for more useful posts in the series!
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Anu Abraham
Sticky Posts
Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #226: Using ZRC in Client Script
Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In thisKaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore howKaizen #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
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
CRM Related list table in Zoho analytics
In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.Zoho learn Custom portal - networkurl & CustomPortalId
I want to get my individual account’s networkurl and customportalId to use in this API: https://learn.zoho.com/learn/api/v1/portal/<networkurl>/customportal/<customportalId>/manual How can I retrieve the networkurl and customportalId using the API? IConnecting zoho creator to zoho writer to send prefilled documents
i will paste the worflow below // Get user's submitted data from the form userSalary = input.Current_Salary; userCIBIL = input.CIBIL_Score; userEmail = input.Email; userName = input.Name; // You need to get the Document ID from the URL of your Zoho WriterZoho Creator to Zoho Writer for prefilled documents...
In response to the question about connecting Zoho Creator to Zoho Writer for prefilled documents, I wanted to share a working implementation that demonstrates how to use the record_id parameter with the Zoho Writer Merge API. This allows Writer to automaticallyIntroducing our latest privacy enhancement - Hiding email IDs in Zoho Cliq Networks
Hello everyone, Zoho Cliq Networks offers a powerful collaboration platform that allows businesses to create dedicated digital workspaces for external vendors, partners, or individuals you want to communicate with professionally without adding them tozoho performance
OVERALL CONFIGURATION OF ZOHO PERFORMANCE Quarterly performance review Self rating and scoring Manager rating and scoringWhen will it be possible to edit Subform records via either views or tabular reports?
Hey there, data maintenance often requires mass update of quite a lot of records. While this is a piece of cake via either List view or Zoho sheet view, the same cannot be carried out for subform records yet. When one of the two options will be made available?Onboarding
Hello Team, Im yuktha working as HR at Ossisto Technologies. We are currently utilizing zoho for onboarding candidate. right now facing issue with onboarding Attaching the screenshots for your referenceHow do I change a form's name? Why isn't this more intuitive?
Can someone please let me know how to change a form's name?Control Over Zia Generative AI Reply Assistance Behavior
Hello, I would like to request an enhancement to the Zia Generative AI feature, specifically concerning the Reply Assistance within Zoho Desk. Current Issue: When replying to a ticket, the Ticket Properties section is automatically replaced by the ZiaZia now integrated with Open AI in Zoho Desk
The powerful integration of Zia with OpenAI, has empowered Zoho Desk reach a new level of efficiency and performance. With contextual self-service capabilities, Zia enables agents to boost their productivity and delivers superior customer experiences.Employee self-service portal: Onboarding and continuous learning platform for support reps
Hello everyone, In any organization, employees must go through multiple courses to learn about the product, their organization's standards, and how to respond to customer queries using the knowledge base articles available. This typically requires completing2024 Email Authentication Standards: Elevating Security with Google and Yahoo
In contemporary email communication, email authentication plays a pivotal role in mitigating email fraud, spam, and phishing attacks. Brace yourself for a new level of security. Starting February 2024, Gmail and Yahoo will be implementing robust emailContact custom field in layout
Good day, all, I have an "Extension" custom field in contacts, and would like to display the contact extension in the ticket layout, but I don't seem to be able to. What am I missing? Thanks RudyExact match in name when searching workdrive
Hello, I am wondering how to search workdrive files/folders with an exact match in the name. For example, when I search across folder with the url param search[name]=someName, I get multiple results such as "someName", "someNameAndMore", or "someNameaccount in a diferent bas currency
Is it possible to have an account in currency diferente from base currency?, lets say, the bas currency in japase yen but asset accut called cash dollars in dollars?Meeting impossible to use when sharing screen
he Meeting tool in Brazil is practically unusable when sharing anything, whether it’s a presentation or simple navigation. When accessed via Cliq, the situation gets even worse: even basic calls fail to work properly, constantly freezing. And as you areChanging the Default Search Criteria for Finding Duplicates
Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.Is there a way to create a desktop shortcut for a website course portal?
Hello everyone, I recently got a laptop and bought an online course from a website, Skillwint.com, which I visit regularly. I open that site many times a day and want to create a desktop shortcut so I can open it directly instead of searching in the browserSalesIQ Tip for Admins: Your Safety Net for Data Recovery
Ever clicked 'Delete' in your SalesIQ and then realized it was the wrong item? Maybe it was a prospect's chat that held important context you needed to refer to later on. Or, maybe you deleted an elaborate Zobot that you were still testing or planningDepreciated mergeAndStore Function Help!
Hello, I have a function designed to create a PDF containing information from the fields in a Deals record. There is a Writer Mail Merge template in WorkDrive that is populated via Deluge code, and a copy of the resulting PDF is then attached to the record.Can I execute two 'functions' when completing a mail merge from CRM?
Hi, I have set up a mail merge from CRM Deals to a template. I want a copy of this to be saved in Workdrive, and then a copy also saved back into the deal record from which the merge occurred. I can do both independent of each other, and managed to getExternal Share > Edit: Cannot Create Zoho Files
Hi Zoho, When we create an external share link with Edit permission, our external users are unable to create a Zoho file (Zoho Writer, Zoho Sheet and Zoho Show). They can only upload files. They can edit the Zoho files if we create them internally andZoho Mail iOS app update - RTL languages support and access emails using permalink and universal link, image upload resolution
Hello everyone! In the most recent version of the Zoho Mail iOS app update, we have brought in support for RTL languages(Arabic and Urudu), providing a seamless reading experience with proper text alignment and layout throughout the app. We have alsoWhy are emails sending with @viazohocrm.com ?
I just sent out mass emails from CRM. They are sending from the email below and people cannot reply, and they are getting this message: Address not found Your message wasn't delivered to sales.XXXXXXXX.com.au@viazohocrm.com because the address couldn'tDuplicating and referencing datasets
I am moving from PowerBI to Zoho Analytics and while I find Zoho easier to use in many ways, there is one function that I use in PowerBI that I have not been able to find in Zoho. I have several data sets that I need to modify in different ways to getZoho Inventory Now Supports VeriFactu for Businesses in Spain
Starting from January 1, 2026, Spain requires real-time invoice reporting for all B2B transactions. From July 2026, this requirement will extend to B2C transactions as well. All reporting must be carried out through the VeriFactu to AEAT (Agencia EstatalEnhancements to Zoho Map integration tasks
Hello everyone, We're excited to announce enhancements to the Zoho Map integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need toLet’s Talk Recruit: Meet Zia, your all-in-one AI assistant (Part-3)
Welcome back to the Let’s Talk Recruit series. In the part 2 post, we explored how Zia has evolved with smarter summaries and seamless AI-assisted content creation. This time, we’re diving into the latest upgrades that take productivity even further —Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
Update : Zoho CRM For Everyone's Nextgen Interface gets an upgrade! Hello everyone, We’ve updated the Zoho CRM for Everyone Nextgen interface based on your feedback. The UI is now simpler with a unified sidebar, a more visible global search and featuresUnable to verify domain for Zoho People
I have added TXT records in my DNS (GoDaddy) [screenshot attached], but unable to verify even after 12 hours after adding. On checking the console, it shows some errors [screenshot attached]. It appears that the verification flow is broken - please provideZoho Invoice Now Supports VeriFactu for Businesses in Spain
Starting from January 1, 2026, Spain requires real-time invoice reporting for all B2B transactions. From July 2026, this requirement will extend to B2C transactions as well. All reporting must be carried out through the VeriFactu to AEAT (Agencia EstatalZoho Billing Now Supports VeriFactu for Businesses in Spain
Starting from January 1, 2026, Spain requires real-time invoice reporting for all B2B transactions. From July 2026, this requirement will extend to B2C transactions as well. All reporting must be carried out through the VeriFactu to AEAT (Agencia EstatalWeekly Tips : Make your email content error free with Spell check in Zoho Mail
As someone who writes multiple emails a day, we are bound to make both grammatical and spelling errors. Most of them we may not even notice, and even if we do, we may not have the time to correct each one individually when we are in a hurry. So how doIntroducing Enhanced Storage Management
We’re excited to roll out two new enhancements in Zoho Recruit, Subscription Information and Storage Management — designed to give admins complete visibility into subscription details, feature limits, and storage consumption — all from one place insidehow to download all my files
We are in the middle of zoho docs to zoho workdrive migration. I can not access my zoho docs page. I get redirected immediately to a zoho workdrive page. I would like to download all my files so that I have a backup in case something goes wrong with theConvert Zoho Books SalesOrder - Invoice
Converting a Zoho Books Sales Order into an Invoice Using the SalesOrder Convert API Hello Zoho Developers, Today, we are sharing a simple and effective solution to convert a Zoho Books Sales Order into a Zoho Books Invoice using the SalesOrder ConvertZoho Expense - Report Templates
Hi Expense Team, I do a recurring trip once every week which has the same cost: Per diem Milage Toll Payment It would be great if there was a feature which allowed me to clone a previously submitted report or create a template reports. This would saveTip #51- Centralized Contact Management for Better Remote Support- 'Insider Insights'
For our final topic of November, we’re diving into one of the most helpful features in Zoho Assist, the Contacts section on Zoho Assist;s dashboard. Whether you’re managing multiple clients, tracking past sessions, or simply looking to streamline yourSay Hello to Telephony in Zoho FSM
Zoho FSM now brings complete telephony support so your team can manage inbound and outbound calls without switching tabs. Faster responses, smarter routing, and total call visibility—all in one place. Choose the telephony setup that works for you Zoho’sNext Page