Kaizen #98 - Query API using v5 PHP SDK

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?

  1. Begin with the SELECT clause
  2. Specify the fields you want to fetch.
  3. Use the FROM clause to specify the module you are querying.
  4. Use the WHERE clause to apply conditions and filter the results based on specific criteria.
  5. Specify the conditions.
  6. 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

        All-in-one knowledge management and training platform for your employees and customers.






                              Zoho Developer Community



                                  Bootcamp
                                  Community
                                  Pricing
                                  Webinars
                                  What's New
                                  Integrations
                                  Contact Support
                                  Contact Sales
                                    Zoho Survey Resources
                                      Features
                                      Survey Templates
                                      Integrations
                                      Community
                                      iOS Mobile Surveys
                                      Pricing
                                      Android Mobile Surveys
                                      Insurvey Blogs
                                      Insight Blogs
                                      Tips & Tricks





                                                  Latest Feature Updates

                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts




                                                        Zoho SalesIQ Resources

                                                              • 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 this

                                                              • Kaizen #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 how

                                                              • 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


                                                              Manage your brands on social media
                                                              Access Zoho Social

                                                                Zoho Pagesense Resources


                                                                    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 CRM Resources

                                                                                        • CRM Community Learning Series

                                                                                          CRM Community Learning Series


                                                                                        • Kaizen

                                                                                          Kaizen

                                                                                        • Functions

                                                                                          Functions

                                                                                        • Meetups

                                                                                          Meetups

                                                                                        • Kbase

                                                                                          Kbase

                                                                                        • Resources

                                                                                          Resources

                                                                                        • Digest

                                                                                          Digest

                                                                                        • CRM Marketplace

                                                                                          CRM Marketplace

                                                                                        • MVP Corner

                                                                                          MVP Corner







                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now


                                                                                              Zoho Show Resources

                                                                                                Zoho Writer

                                                                                                Get Started. Write Away!

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

                                                                                                  Zoho CRM コンテンツ




                                                                                                    Nederlandse Hulpbronnen


                                                                                                        ご検討中の方




                                                                                                                • Recent Topics

                                                                                                                • Transferring CRM Attachments to Workdrive

                                                                                                                  relatedrecords = zoho.crm.getRelatedRecords("Attachments","Conditions",conId); attachid = List(); for each ele in relatedrecords { attachementId = ele.get("id"); attachid.add(attachementId); } for each ele in attachid { counter = 1; downloadFile = invokeurl [ url: "https://www.zohoapis.com/crm/v2/Conditions/" + conId + "/Attachments/" + ele type: GET connection : "work_drive" ]; resp2 = zoho.crm.attachFile("Deals",dealId,downloadFile); resp3 = zoho.workdrive.uploadFile(downloadFile, dealWD, "PlaceHolder"+counter+"",

                                                                                                                • New Customization options in the module builder: Quick Create and Detail view

                                                                                                                  Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number

                                                                                                                • unblock my zoho mail account. outlines@zoho.com

                                                                                                                  please unblock my zoho mail account, outlines@zoho.com

                                                                                                                • SMTP email sending problem

                                                                                                                  Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paid

                                                                                                                • Mailk got blocked / Inquiry About Email Sending Limits and Upgrade Options

                                                                                                                  Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I received

                                                                                                                • Forwarder

                                                                                                                  Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the

                                                                                                                • No chat option

                                                                                                                  Chat option is not supported.

                                                                                                                • Direct “Add to Google Calendar” Option in Zoho Meeting

                                                                                                                  Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement related to the “Add to Calendar” functionality in Zoho Meeting. Currently, when we open Zoho Meeting and view our meetings under My Calendar, there is an Add to

                                                                                                                • DKIM cannot be enabled for the domain as no verified default selector present

                                                                                                                  Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.

                                                                                                                • unable to send message reason 554 5.1.8 Email outgoing blocked

                                                                                                                  unable to send message reason 554 5.1.8 Email outgoing blocked

                                                                                                                • I can't log in to my account on Thunderbird

                                                                                                                  I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,

                                                                                                                • Should I Use DMARC?

                                                                                                                  When I configure Zoho Mail's DMARC settings, it's mandatory to fill in the RUA and RUF (Aggregate notification email address*, Forensic notification email address*) addresses. When we enter an email address in these fields, we receive reports from the

                                                                                                                • Introducing Profile Summary: Faster Candidate Insights with Zia

                                                                                                                  We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring

                                                                                                                • Books API Receiving an Error that Doesn't Make Sense when Creating Credit Note - trying to use 'ignore_auto_number_generation' argument

                                                                                                                  Hello, I'm working on a newly created routine and I'm getting an error that doesn't make sense when trying to create a new Credit Note. Here is my POST request. Endpoint: https://www.zohoapis.com/books/v3/creditnotes?organization_id=########## Body:     {

                                                                                                                • How to move emails to Shared Mailbox?

                                                                                                                  Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?

                                                                                                                • Collaboration with free plan user.

                                                                                                                  Hello. Do both users need to be on Pro plan to collaborate? Or can a Pro user share a note with a free plan user with the ability to edit?

                                                                                                                • Analytics Portal

                                                                                                                  I have the "standard plan" and want to explore the portal option; I activated the 15-day trial but do not see the pricing for the add-on. How can I get the price under "Upgrade add-ons." Thanks Rudy

                                                                                                                • Can I filter a Lookup field to only show related records from another Lookup in Zoho CRM?

                                                                                                                  In our Leads module, we have two Lookup fields: Recruitment Agency – the agency that the lead came from Recruiter – the individual contact from that agency who sent us the lead Both fields link correctly to their respective records in CRM. However, our

                                                                                                                • How do I filter contacts by account parameters?

                                                                                                                  Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already

                                                                                                                • Zoho Writer to Zoho Sign Template Misalignment – Request for Community

                                                                                                                  We are currently facing a critical issue impacting our live business operations due to a misalignment problem between Zoho Writer templates and Zoho Sign output. Issue Summary: We have an automated workflow in Zoho CRM using Deluge scripts that generates

                                                                                                                • Migration Tool Download

                                                                                                                  Since apparently you have to ask for the migration tool to download (why?), I need the download for the migration tool for exchange servers. Please forward link, thanks.

                                                                                                                • IF Formula

                                                                                                                  Hi, I'm having trouble setting up a custom formula in a field. Can you help me with it? The formula should do the following: If the created date is less or equal to 30 days the field should display a string New in pieline or Exisitng pipeline if above

                                                                                                                • Autorespond to one specific sender

                                                                                                                  Is there any way to create a rule or filter that sends an automatic reply to messages from one specific email address?  I really need to set up something like a "vacation response" but only for one "received from" address.

                                                                                                                • View comprehensive logs of all actions in Custom Module History

                                                                                                                  Hello everyone, We are happy to announce our new feature, Detail View in Custom Module History, which enhances visibility, control and accountability over your records. Users can now access a detailed timeline of every action that has been performed on

                                                                                                                • Track ZohoForm Conversion using Postmessage event

                                                                                                                  Hi, I’ve been using a third-party lead tracking tool to capture leads from my website along with their source. Earlier, with the HubSpot form, the third-party script was able to detect the postMessage event that iframe forms typically send back to the

                                                                                                                • Email task creator when task is updated/marked complete

                                                                                                                  I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completed

                                                                                                                • Email Recall Feature In Zoho Mail Which Should Also Work For Outside Organisation Members

                                                                                                                  Add a feature to recall or undo sending an email within a configurable short time window (e.g., 30 seconds to 2 minutes) after hitting send, similar to Gmail’s undo send. Currently the sent email can not be recall If the recipient is not from within your

                                                                                                                • how to treat a same person as customer and vendor in zoho

                                                                                                                  hi team, in my company, few persons acting as creditors as well as debtors (which means sometimes we pay them... some times we paid by them). in that case i would like to maintain a same ledger for that person.in zoho books it is treating creditor and

                                                                                                                • How to implement calculating average value of averaged values?

                                                                                                                  Hi, I'm trying to implement a formula in my layout for a module that calculates the average of 2 averaged values, but I can't do so using the formula custom field. To calculate the 2 averaged values, I could use the formula custom field, but in the custom

                                                                                                                • Zoho Recruit update published job boards

                                                                                                                  If we have a job thats already posted on several different job boards and we edit this job in zoho recruit (e.g. the description of the job), does this then automatically update this new information to all the published job boards?  If not, how does the

                                                                                                                • Narrative 14: The magic bazaar of Desk

                                                                                                                  Behind the scenes of a successful ticketing system: BTS Series Narrative 14: The magic bazaar of Desk Marketplace is a centralized platform where users can discover Zoho and third-party applications that can be integrated with their Desk account to facilitate

                                                                                                                • Collections Management: #2 Late Payment Automation

                                                                                                                  "Sir, I'll process the payment by evening, please don't apply any late payment charges", the customer said while arranging papers on his desk. Sanjay stood there with a tired smile. He had already visited twice that week. Payment collection was one thing.

                                                                                                                • Create a table in the layout section of modules

                                                                                                                  Dear Sirs, I would like to know whether is possible to create a table under new fields in layouts section of modules. In fact in this section there are single line, multi line, pick list, multi-select, date, formula etc. but I am unable to add a table

                                                                                                                • Power of Automation :: Automatic Task Status Handling for Users

                                                                                                                  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

                                                                                                                • Question - why no way to input a 'tool description' and 'tree of 'tools'

                                                                                                                  Every business is different, with different business processes. To be truly useful Zoho MCP needs to have user editable tool descriptions (or ruleset) and a 'tool tree' so that the LLM is context aware when being used. For example, the tool description

                                                                                                                • Develop Zoho Meeting as a Full Native Application (Not a Browser Wrapper)

                                                                                                                  Hello Zoho Meeting Team, Hope you are doing well. We would like to suggest an important improvement regarding the Zoho Meeting desktop application. At the moment, the Zoho Meeting app feels more like a mini browser window or an iframe that loads the web

                                                                                                                • Can I create a custom function for chart of accounts?

                                                                                                                  I'm trying to add a custom function that should run whenever a record in the Chart of Accounts module is edited, but on the form for creating a new function, the module dropdown does not include the chart of accounts as an option.

                                                                                                                • billing

                                                                                                                  hi, I am being billed $12/year, and I can't remember why. My User ID is 691273115 Thanks for your help, --Kitty Pearl

                                                                                                                • Unable to confirm Super Admin assignment — confirmation button not working

                                                                                                                  I’m trying to change the roles within my organization. I am currently a super admin and would like to add another user as a super admin. When I attempt to confirm the action, a screen appears asking for my password to verify my identity. However, when

                                                                                                                • Feature Request: Reviews

                                                                                                                  Any chance we could get a "Reviews" element to put on sites? It should be extremely simple to do. Basically just take the comments box and add an option for a star rating. At the very least, it would be nice to have more customization options for the comment box so the text could be changed from "Comments" to "Reviews". I've looked at a bunch of embeddable review widgets but nothing meets my needs so this would be a great feature to have added to the site builder.

                                                                                                                • Next Page