Composite API working ubnormally
Hello, Today we see that Composite API (https://www.zoho.com/crm/developer/docs/api/v6/composite-api.html) is working ubnormally. Before today everything was ok. 1. If we call it with "parallel_execution": true it has REQUEST_TIMEOUT. For example: Light
Auditing the Zoho Implementation: How can I export a list of rules, permissions, etc?
Hello, I've just inherited management and administration of my employer's Zoho CRM. I've been asked to provide a flowchart of the various combinations, conditions and switches that the previous administrator put in place for each of the modules. It looks
ZOHOCRMSDK-6.0 Token issue
Hi I get an error regarding tokens when want to retrieve a record. i have a class constructor which contains this : new SDKInitializer.Builder() .Environment(environment) .Token(token) .Store(tokenstore) .SDKConfig(config) .ResourcePath(resourcePath)
Unable to get Authentication code
Hi Team, We're currently sending a request to the endpoint (/oauth/v2/auth) via Postman, but we're encountering an issue: we're receiving an HTML response and struggling to extract the authorization code from it. Is there a method to retrieve the code
The Add New Module page isn't working in my developer edition of Zoho CRM. The sidebar loads but the main canvas stays white with a loading icon.
Trying to add a new module on the developer edition is broken. The sidebar loads but the main canvas stays white with a loading icon. I've tried yesterday and today on both Firefox and Chrome. Attached is the console log which is showing numerous er
Possible to use REST API without a user to perform the interactive login?
Hi, I am hoping to use the CRM API to push data into ZOHO CRM from our enterprise application. This may need to happen at any time of day and there could be a long interval between calls to the API. Also, there will not be a user triggering the request
Client Script does not fully function in Sandbox
I have noticed that the Client Script behaves differently inside Sandbox, compared to production. For example, I am trying to invoke a function inside the client script. ZDK.Apps.CRM.Functions.execute("GetProductLocalPrices"); it would work in production,
ZDK.Apps.CRM.Products returns "undefined"
Hi there, I am trying to create a Client Script to query the Product modules. in the script, trying to use ZDK.Apps.CRM.Products.fetchById("2607824000078309340"); However, "ZDK.Apps.CRM.Products" returns "undefined" In Zoho official document, it seems
Picklist reference value in REST
picklist options can be configured to have a different reference value than the displayed one, should be helpful in things like multilanguage: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/translations/articles/translations is there a way
Kaizen #127 - Circuits in Zoho CRM - Part 2
Hello everyone! We're back with part 2 of Circuits in Zoho CRM! We are as excited as you are with this topic! Let's dive right in! As promised, in today's post, we will discuss a use case, see how execution happens, and associate that circuit with a workflow.
Search Records API: strict "equals" criteria
Hi everyone! The documentation for the search records API states that > When you use "equals" in Search API, it behaves like contains and fetches the records accordingly. So, how can I specify a criteria for "the field matches exactly this string"? Thanks
Zoho CRM Client Script - SetCriteria in lookup Field
Hello All One More Zoho CRM Client Script Tips & Trick. Now you can Set the Criteria on Your lookup in zoho CRM, It Comes With a Create Page, Edit Page, and Details Page (Standard). Example:- We have a Room Module that includes Room Name, Status, Campus,
Browsing files uploaded via API?
Hi everyone! I'm uploading files to be used with ZohoCRM with the relevant API. It's working, but I was wondering, how can I browse those file and eventually delete them? Thanks for your assistance!
string(87) "{"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} " grtting this error
Using access token i am trying to add sales orders through api but it is throwing errors like the above i have mentioned. Please help me for that
Best way to make API to Zoho Books from Client Script?
in Deluge there're shortcut commands to call Zoho Books. (e.g zoho.books.createRecord) How would that work in CRM / Client Script? (another easier way than using HTTP request, which requires creating OAuth token)?
Refresh Token Missing
The refresh token is missing from the token response. https://accounts.zoho.com/oauth/v2/token?code=1000.17affa9&grant_type=authorization_code&redirect_uri=http://localhost Responce is {"access_token":"1000.59a","expires_in_sec":3600,"api_domain":"https://www.zohoapis.com","token_type":"Bearer","expires_in":3600000} You will notice that the refresh_token is missing.
Introducing Zoho CRM GraphQL APIs: Our Next Frontier!
Hello Developers, We are excited to announce the release of Zoho CRM GraphQL APIs as a part of Zoho CRM - Q1 2024 update! Our GraphQL APIs are now available to all Zoho CRM Ultimate paid orgs across all DCs. You can refer to the help documentation on
Schedule 200 calls for contacts with a Button based on the view that the button is in
Hi Everyone Hopep you are well. I need some help nailing this code down. I need to create a butotn that generates 200 calls for contacts. The button will be placed in the contacts module and will need to generate the calls for the contacts based on the
Kaizen #121 : Customize List Views using Client Script
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize List Views using Client Script. This post will answer the questions Ability to remove public views by the super admin in the Zoho CRM and Is
Get Notes related to specific contact in rest api v6 using coql query
I'm trying to fetch list of notes for a specifc contact using coql query. Here is my query { "select_query": "SELECT Parent_Id, Note_Title, Note_Content FROM Notes WHERE $se_module = 'Contacts' and Parent_Id = '638530000000373001'" } This query is working
Error handing while use client script in zoho crm for Cannot read properties of undefined
Hi Folks, I´m using client script to get values from Accounts module to Quotes module using this piece of code var accountrecord = ZDK.Apps.CRM.Accounts.fetchById(account.id); if (accountrecord._Rating == null) { do someting; } In the console I'm getting
Kaizen #126 - Circuits in Zoho CRM - Part 1
Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different
Problem about widgets
Hey, I have a react app and I have placed my app inside of a widget. The issue is, I need to change the widget URL dynamically. Here is why: for example this is my url https://test.app. It's the homepage. But what I need is https://test.app/contacts/offers/123456789.
Extension pointers for integrating Zoho CRM with Zoho products #8: Upload and manage Zoho Workdrive folders and files from within Zoho CRM
Keeping records on your customers and business prospects is essential for tracking data, conducting follow-ups, and running a business smoothly. When you use two separate applications, and store relevant data in each, checking and tracking data becomes
Client Script on Deal Stage Change from Detail page, not Edit page
I understand that I can run a client script “on change” from the Edit page of a record. The script needs to act on the default Deal Stage field. The Deal Stage can be changed from Edit mode or Detail view. Is it possible to disable the Deal Stage “button”
Get Workflow Metadata via API
Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this.
Error when attempting to add an item to a related list in Contacts
Hi, In our contacts layout we have created a Lookup field called "Trusted" to allow users to link other contacts to main contact. I need to add items to this list for any given contact via the REST API. I've been following the article https://help.zoho.com/portal/en/community/topic/kaizen-48-related-lists-and-related-records-api
API name of aggregated fields
Hi, I would like to change the value of an aggregated field and move this to a Writer document. Though I'm not able to find API names. Does that mean, that this is not possible? Best Dina
:between: conditions in search?criteria
Hello, please help solve problem I try to select deals by Creater_Time between dates i send this GET request /crm/v4/deals/search?criteria=(Created_Time:between:(2024-02-01T18:52:56,24-02-17T18:52:56)) encoded to /crm/v4/deals/search?criteria=%28Created_Time%3Abetween%3A%282024-02-01T18%3A52%3A56%2C24-02-17T18%3A52%3A56%29%29
Error when trying to get crm record
Usinf the CRM API, I'm trying to pull a record from our CRM by getRecordById, but I'm getting the following error: No 'Access-Control-Allow-Origin' header is present on the requested resource. Origin 'https://www.w3schools.com' is therefore not allowed access. The full code can be found here: https://www.w3schools.com/code/tryit.asp?filename=FDFWZRMENMHV Appreciate your help with this.
Kaizen #53 - Sales Orders #API
Hello everyone! Welcome back to another week of Kaizen. In this post, we will discuss inserting, updating, and deleting a Sales Order via an API. What is a Sales Order? A Sales Order is a document sent to your customers to confirm the items and prices of a sale. It is usually created after a quote is accepted by your customers, and your items are ready to be shipped or delivered to them. Getting a Sales Order Use the Get Records API to get the record(s) from the Sales Order module. Request URL: {api-domain}/crm/v2/Sales_Orders
#Zoho CRM - Searching Records with Multiple Criteria
Hi, I am using ZohoCRM searchRecords() function to filter my records in the CONTACTS module. The criteria of my scenario is fetch the list of records whose account name is matched with the given Account Name and also email fields should match the given
"Invalid Scope" in the console when creating a Self-Client for a CRM
I have a sandbox CRM thingy and I need to code a rest api that will send Records and store them in a module OC-Member. For the scope in the Self-Client, when I use ZohoCRM.settings.ALL or ZohoCRM.modules.all, it works. However, when I try to use the custom
How to upload attachment from NodeJs function in CRM?
Hi, I want to upload attachment from NodeJS function to custom module. Following instructions from https://www.zoho.com/crm/developer/docs/serverless-architecture/nodejs-scripting.html I was able to create, update and get a record from custom module.
Need Help! Data Factory to Zoho Connection: Error 401
Hello everyone, I'm reaching out for assistance with an issue I'm facing while trying to set up a Linked Service from Azure Data Factory to Zoho. Despite following the setup instructions carefully, I keep encountering a connection error that I can't seem
Kaizen #125 Manipulating Multi-Select Lookup fields (MxN) using Zoho CRM APIs
Hello everyone! Welcome back to another week of Kaizen. In last week's post in the Kaizen series, we discussed how subforms work in Zoho CRM and how to manipulate subform data using Zoho CRM APIs. In this post, we will discuss how to manipulate a multi-select
any way to get records count in the module through CRM API ?
Hi, is there any way to get records count in the module(s) through CRM API without fetching all the data from the module ? Prior to fetch data from the module (for example via getRecords call) I need to know records count using CRM API (not account UI).
Zoho CRM's V6 APIs are here!
Ho ho ho, developers! Hold onto your hot cocoa because we have just unwrapped the ultimate Christmas gift for you - Zoho CRM v6 APIs!! Just in time for the season of giving, this monumental release comes bearing enhancements and new APIs that aim to elevate
How to deal with ["X-Frame-Options" to "sameorigin"] error
Hi guys, I am trying to embed the Zoho CRM GUI in a widget within a web page that I am developing and I receive an "X-Frame-Options" error, has anyone suffered the same incident or has information on which solution to apply? . Thanks
Kaizen #119 - Updating related records upon parent record deletion using Workflow-Triggered Deluge Functions
Hey ! Happy New Year everyone, and welcome to the first Kaizen of 2024! In this week's Kaizen, we will address this query raised in our developer community on how a workflow triggers a Deluge function to update the status of a field in related records
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