Built-in Website Field is not correctly checking for duplicates in the API
While executing an upsert (https://www.zohoapis.eu/crm/v6/Leads/upsert), setting duplicate_check_fields to ["Website"] is not always working and, for some records, inserts another identical record. Creating another field of type "single line" and checkingRemove user tag in notes when copying a note
I am copying the notes from a custom module, to a main account in zoho crm. When I copy the notes the tags are coming too. is there a way to remove it or put the name of (user/group) without tagging it. Deluge code RelNotes = zoho.crm.getRelatedRecords("Notes",'Work_orders',recID);ZOHO COQL query bug
Hi Zoho team! I found a bug in your COQL handling. please have a look at the query I am sending to the COQL endpoints: https://www.zohoapis.com/crm/v2.1/coql OR https://www.zohoapis.com/crm/v4/coql "select Potential_Name.Deal_Name,Potential_Name.id FROMSelf Client Token Generation
I have used the code created from Zoho Api Console to generate access token but as the code has maximum 10 mins expiry time I have to manually create the code again and again. Is there any other way to automate it? I mean any API to create the code forRun a Python Script
Hello, I am wanting to create an integration that would take in a PDF file that is attached to a Module within Zoho CRM, gets the data from that PDF, then creates a new PDF based on that data. I am able to do this in python, however, I haven't been ableKaizen #31 - Subforms #API
Hello everyone! Welcome back to another post in the Kaizen series. In this post, we will discuss the Subform APIs. What is a Subform? A subform is a secondary form or a table that enables you to include multiple line items into a primary form. Every line item is a subform record. Your CRM data are often inter-dependent. Often, you may have the necessity to associate multiple items to a single record. In the technical lingo, we call these "line items". Consider we have a Students module to store studentPopulate custom lookup fields from Sales Order item details
Hello! Hope you can help me out with this little issue. I would like to achieve this via workflow. Module: Sales Orders I have 2 custom fields ("Proyecto" API: Proyecto and "Separa Lote" API: Lote_Selecciona) I would like to populate these 2 custom fieldsKaizen #134 Manipulating Rich Text Field (RTF) using Zoho CRM APIs
Hello everyone! Last week, we discussed Deciding on the type of applications: Self-client or Server-based? This week, we will discuss the Rich Text Field (RTF) and how we can manipulate RTF using Zoho CRM APIs. In this post, What is a Rich Text FieldError 401 - Rest API
I have a problem when I try to pull record from CRM. I got token and see something is true (token is valid and data center is in US). Please help me to fix it!Kaizen#135 : Third Party Integration using Client Script
Hello everyone ! Welcome back to another enlightening Kaizen post! In this Kaizen post, we'll explore how to invoke a Third-Party API through Client Script. This enables you to seamlessly connect to external services and fetch dynamic data. Stay tunedEarly Access for GraphQL APIs
Update 25th Sep 2024: GraphQL APIs are now open across all DCs including IN DC for Enterprise, Zoho One Enterprise, CRM Plus and Ultimate edition orgs. Please note that GraphQL APIs are not available for Trial Edition of these editions. Update 27th AugCustom fields for a user
Is there an ability to add a custom field to a user object and update it via the API?Kaizen #133 - Deciding on the type of applications: Self-client or Server-based?
Welcome back to the Kaizen series! In this week's post in the Kaizen series, we will discuss self client and server-based clients in Zoho CRM. We will explain these two client types in separate videos, along with their practical application using JavaZoho API insert/update custom fields for tasks
Hello, according to the documentation ( custom_fields JSON Object Value of the custom field. Example : {"UDF_CHAR1":"Hello"} ) however, when I try to insert a new task my custom field (in my example UDF_CHAR9) is never filled in. The same happens whenNeed to know if we can automate the process of generating a PDF against the Quote using an API
Hi, I am working on integrating zoho with a third party application for exchanging the data between the 2 applications through API. As a use case that we are trying to implement, I want to generate a PDF against a Quote for an opportunity as a triggerAccess Token Throttle reached within Postman Cloud
Hi I am having all sorts of issues getting Zoho API calls to work within Postman. One of it being the token generation. I can manually run the request and generate an access token just fine, however when I schedule the request in a collection run withinIs it any possible to disable/hide the add row option of subform in CRM.
Hello Team, Is it any possible to disable/hide the add row option of subform in CRM.Filter API
Hi, I gave my supplier an API so he could send me leads directly to the CRM, now the supplier wants also to see what is the status of the lead by API. How can i give him an API so he could get only his leads and not other leads in the module ? ThanksCRM Accounts Name visibility
Hi, Need some guidance please; we have multiple sales teams and each salesperson has a view of only their Accounts' records. So they can only see Accounts, Deals, Contacts, Related Modules etc for the Accounts they own. The technical staff have a viewKaizen #47 Handling Notes through Zoho CRM API (Part 2/2)
Hello everyone! Welcome back to yet another post in the Kaizen series! In our last post, we started our discussion with Notes APIs in Zoho CRM. This week, we will discuss the following: Notes as related lists Attaching files to notes via API 1. Notes as Related Lists Notes API allows you to manipulate all the notes in all the modules, or specific notes based on their note IDs. Zoho CRM API also allows you to handle notes of a specific record using the related lists API. The request URL will differHow to Associate Zoho Projects in Zoho CRM
Hi I need script for associating projects in zoho projects to particular Account in zoho CRM side. It can be done manually but I need the automation for this process. There are no api regarding associating a project in zoho crm account. Need assistanceIs there a way to access a related module's fields in a formula field?
Let's say you have a 'Student" module and a "Classes" module. Within the Classes module, there is a "name" field and also an "grade" field. In the "Student" module, is it possible to create a formula field labeled "Math Grade" that retrieves classes namedClient Script not working in production but fine in sandbox (ZDK.Apps not working?)
Hi, I have created Client Scripts that worked fine testing in a sandbox environment but that throw an error in production "cannot read properties of undefined (reading 'Deals')", which I believe is an issue using ZDK.Apps in production. Can you helpAbout flyout
Hi Team I want to implement a simple example, for to understand the flyout, but for the moment has been unsuccess I've read an article about this: Introducing Flyouts in Client Script! Flyouts are floating User Interface that can be spawned and controlledClient 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”JavaScript SDK doesn't match RelatedLists REST API
I've raise a github ticket https://github.com/zoho/zohocrm-javascript-sdk-6.0/issues/4Refresh 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.Zoho CRM - Updates to Assign and Remove Territories APIs
Hello everyone! This post is to inform you of the changes to the Assign and Remove territories APIs from V2 to V6. Currently, from versions 2 to 6, the assign and remove territories APIs give a success response and assign or remove territories of thecant filter results by Created_Time
Hi, I'm trying to get the calls made in the last week from v2 API. For some reason it always tells me invalid query. Here is the url: https://www.zohoapis.com/crm/v2/Calls/search?criteria=(Created_Time:greater_than:2024-03-29T00:00:00) response: {"code":"INVALID_QUERY","details":{"reason":"invalidAPI Integration for Auth: How do I create a connect to the rest api from a server to sync data
Hi, I want to be able to sync data with our backend systems to and from Zoho CRM using the REST APIs. I've had a look through the auth options and they all seem to revolve around creating a client in the API console area, with self-client seeming to beKaizen#75 - Frequently Asked Questions on Client Script
Welcome to another week of Kaizen! In this post, let us discuss some of the frequently asked questions in Client Script. 1. Where can you see the list of ZDKs supported by Client Script? The Zoho Development Kit (ZDK) library comprises a rich set of ClientKaizen #132 - Manipulating Subforms from third-party Application using Functions
Hey folks! Welcome to a fresh week of Kaizen. In this post, we will see how to work with subforms and external fields in a module through CRM functions. Consider a scenario where a High School utilizes Zoho CRM to manage student records, academic performance,No COQL query for emails
I was searching for an api call, COQL queries to fetch emails from a specific module and id. I want to fetch the emails after a certain datetime (eg: 2nd February, 2024), but unable to find any such queries. Please add any solution if any.Client Script actions on related list change
Hey all! We have our calls automatically logging into our deals module through some custom functions. Looks like by default, the calls are related to the contact and not the deal. We have made some workflow rules and functions to have the calls automaticallyPagination in CRM related records in Deluge
In Deluge, what would be the best way to iterate over a set / list with more than 200 records? there is only a simple example on the docs page: <response> = zoho.crm.getRelatedRecords(<relation_name>, <parent_module_name>, <record_id>, <page>, <per_page>,Kaizen #39 - Deals #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss retrieving, adding, updating, and deleting Deals via API. Deals in Zoho CRM A Deal is a revenue opportunity that is associated with a Contact or Account. OAuth Scope The scope to access the Deals module via API is: ZohoCRM.modules.deals.{operation_type} The operation type can be ALL, READ, WRITE, CREATE, or DELETE based on the operation you are trying to perform. Click here to know more about scopes. RetrievingBad request 404 / ZDK.Apps.CRM.Functions.execute
Hello team, I have a question, I have created a function to be able to copy information from one field to another. This is invoked as client script, in: Page Details Category: module Page: Detail Page(Standard) Module: Leads Layout: Standard event detailsReplace special character in webhook xml body
I have defined a webhook in ZohoCrm .I have defined my webhook body like this <data> <id>${Sales Orders.Sales Order Id}</id> <SO_Number>${Sales Orders.SO Number}</SO_Number> <SO_Owner>${Sales Orders.Sales Order Owner}</SO_Owner> <SO_Subject>${Sales Orders.Subject}</SO_Subject>authorize response "Cookie is disabled in your browser"
hi , i'm trying to use your api v2 to insert contact in zoho crm using your api requests now at my first step to authorize my app with zoho client , so i had sent HTTP request to the following : https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.modules.contacts.ALL&client_id=xxxxxxx&response_type=code&access_type=offline&redirect_uri=http://www.xyz.com/oauth2callback"); i'm getting an html in response mentions : Cookie is disabled in your browser. Please enable the cookie to continue. althoughCRM API: NO_PERMISSION Error for some modules in developer environment
Hi, I have an access-token with the following scopes: ZohoCRM.org.ALL ZohoCRM.modules.ALL ZohoCRM.settings.ALL with this I can get a response for the deals (/crm/v6/Deals) but for other modules like Quotes, Products, Pricebooks I get an NO_PERMISSIONNext Page
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Introducing the Workflow and Actions APIs for Zoho CRM
We are absolutely thrilled to announce the release of Workflow APIs and Actions APIs in Zoho CRM’s v8 API suite! This powerful new set of endpoints gives developers unprecedented programmatic control over business automation. For years, Workflow RulesAttention API Users: Upcoming Support for Renaming System Fields
Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label propertiesClient Script | Update - Introducing ZRC: Simplified HTTP request library
Hello Developers! Are you tired of juggling different methods to make API calls? Are you confused with multiple syntaxes and version restrictions? Have you ever wished for one simple way to make all API calls in CRM? We heard you :) Here comes ZRC (ZohoClient Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceSmarter data gathering with Query component in Wizards
Dear All, Introducing the Query Component in Wizards for CRM! A smart search field that saves you time and effort, and helps you manage and gather data more efficiently than ever before. Long and complex record entries can be overwhelming and prone to
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Kaizen# 209 - Answering Your Questions | All About Client Script
Hello everyone! Welcome back to another exciting Kaizen post! Thanks for all your feedback and questions. In this post, let's see the answers to your questions related to Client Script. We took the time to discuss with our development team, carefullyI am trying to integrate my module in sandbox environment to add data via API
I went through the documents and tried to setup the API for adding the module via the api but the problem is the token setup is done on "https://accounts.zoho.in/oauth/v2/token" domain and the bulk write is done on "https://content.zohoapis.com/crm/v8/upload"Get logged in user ID in Deluge script
Hello all, How do I get the id of the logged-in user in a deluge script? the "zoho.loginuserid" function actually returns the users email address or whatever the user id they use to login to zoho with and not the id of the user record, and given thatHow to I get checkboxes on a subform to update via deluge
Hello, would someone be able to tell me what I'm doing wrong here? I am trying to take the contents of a Deals subform and add them to an invoice then update the checkbox on each row so that 'add to invoice' is unticked and 'invoiced' is ticked. The outputAPI ZOHO CRM Picket list with wrong values
I am using Zoho API v.8. with python to create records in a custom module named "Veranstaltung" in this custom module I've got a picket list called "Email_Template" with 28 Values. I've added 8 new values yesterday, but if I try to use on of those values
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Sticky Posts
Kaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achievedKaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI
Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over theKaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! 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 #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.
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