API Running for one user and not for other
Hello, I created a WordPress plugin using the PHP SDK provided by Zoho, and everything works fine with my account. However, when I change the details like Client ID, Client Secret, refresh token, and User Email, the plugin stops working. I checked myMore description about between criteria in search records
//i tryed monthStart and monthEnd format 'YYYY-MM-DD' and 'DD-MM-YYYY' let url = `/crm/v5/Attendance/search?criteria=((Attendance_Date:between:${monthStart}:${monthEnd}))`; when i try to post request to this url i get this error. I cant see any descriptionClient script - calling a Connection
Hi everyone, is it possible to call a Connection from inside a Client script? I know I can use ZDK.HTTP.request() but that would expose to the client any secret needed for the request. Thanks!Kaizen #100 - A Special Q & A for Our 100th Post
Hello Everyone! Today marks a significant milestone – our 100th Kaizen post! We are beyond thrilled to have shared this journey with you! Your engagement, feedback, and support have been pushing us forward. Thank you! We recently asked you for your feedbackKaizen #102 - Q&A Continued
Heya! Kaizen time again, folks! Picking up the thread from our centennial post, this week we will be answering the remaining questions posted in the feedback. Q: The ability to break down each value of Multi-picklist and handle it in the same way as "Multi-selectpostUrl, getURL & 'SocketTimeoutException error
Hi all, suddenly on Thursday/Friday last week, I started to get the following error on all my calls to an external service using both the getUrl & postUrl (separate functions): Failed to execute function Time out : 'SocketTimeoutException' the serviceVery Slow uploading files via API to external server - invokeurl
Hello! I developed my own function to upload the related files on a lead via API using invokeurl. If I upload a file bigger than 80 kbytes sometimes it returns a timeout and sometimes ir works. Seems to be a uploading speed problem. I have tested it usingtime zones of leads
Please help add time zones for each of my leads in the CRM automatically !! Thanks, TysonHow to transform the timestamp from millisecond to second in the Webhook?
I'm trying to send our leads' conversion events from Zoho CRM to Meta system in order to measure our advertising channels' performance and do optimization accordingly, it can be simply done by using the workflow to trigger a webhook post action, howeverHow to add options dynamically to Dropdown fields in CRM
I have a dropdown field in CRM. OnLoad with client script, I want to dynamically fill this dropdown with some values dynamically. How would i do this? The setValue() method only sets a value that already exists, but doesnt create a new one. Could I usezoho interface with http using esp32
i want to send data to zoho app using esp32Kaizen #101 - Q&A Continued
Hello everyone! Welcome back to another week of Kaizen. We are grateful for all the feedback you gave us! We hope the answers in the 100th Kaizen post have been satisfactory. This week, we will answer a few more questions you had for us related to AssignmentKaizen #9 - Handling Product Line Items in the Inventory Modules #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss handling product line items associated with the inventory modules—Quotes, Invoices, Purchase Orders, and Sales Orders. What is a product line item? On the Quote, Invoice, Purchase Order, Sales Order create or edit page, you add individual products in the Product Details section. This section also contains other details like the List Price, Quantity, Amount, Discount, and Tax. Every product and the correspondingClient scripts permissions for end users
Hi, I developed a client script to validate data entry. Everything is fine with my account (I am super-admin), I can manage and see the script in action. When I insert data in some fields, it correctly shows me some validation messages. On the contrary,PHP SDK Object in Sandbox, Array in Production
I'm using the PHP SDK to connect to the Zoho CRM API to retrieve Quote data. Within the data returned are details of the quote owner ("Owner") and products ("Product_Details"). On the production version, the Owner and Product_Details are arrays so I canAdding multiple pipelines in Potentials module when converting a Lead.
Hi Im trying to create our new lead-structure and hopeing your can help me out with some issues. I would like to create multiple pipelines in the Potentials module, when a lead is convertet. In our setup, a lead can sign up to 10 different products. WeClient Script: Get/Change line items of quote
Hi, the new "Client Script" feature seems to be a pretty good thing. So there are now finally possibilities to support the user during data entry. I just wonder how to do this in the Quotes module. Here it would be very helpful to query product propertiesZoho COQL: Group by with Order by
Hi I'm trying to group products by their description and then get the top selling product. My current query is: select Product_Name.Category.Name as Description, SUM(Quantity) as Total from {module} where (Created_Time between '{start_date}' and '{end_date}')Is there a programmatic way to access field labels and datatypes via api name and vice versa
https://www.zoho.com/crm/help/api-names.html Is there a programmatic way to get field labels and datatypes with an api name (and vice versa) Or at the very least, get all the info at once so I can create a function on my own? Thank you! Best Regards,Always get 204 when trying to get Related Record with PHP API
Hi everyone, we have the following problem. We have the following Lookup Field for the Leads: The API name for the related list is defined as "hafner_list": A test lead looks like this: When I use the PHP SDK as here: $id = "357036000000258721"; // idZohoCRM API Timed Out Error
I´m getting this error with Zoho API. Can anyone help me with this error?Zoho CRM HTML template , impossible to use <a href="tel....
Hi Team I need to use <a href="tel:+34678567876">text bla bla</a>, but has been impossible, when i use and save, something inside zoho crm html template editr remove it, so why this? Regards, Pabloinvalid_code when trying to create access token
We only use one refresh token. when the access token is expired then we will hit the endpoint below to get a new access token but as you can see, I have invalid_code error. could you please help what went wrong in here? previously I can get the new accessHow can i get oAuth Token from PHP SDK.
HI, there. i have a question. usually, i use PHP SDK to access ZOHO CRM. today i want to get records with criteria with the word 'before or 'afler' and so on. so i need to use a COQL Query by myself. May i use the access Token from SDK ? how cancode: 'MANDATORY_NOT_FOUND', details: [Object], message: 'required field not found', status: 'error'
When i am trying to insert records in Zoho i get this error body: '{"data":[{"First_Name":"Harpal","Middle_Name":"singh","Last_Name":"Singh","Phone_Number":"7523338899","User_Email":"abc@gmail.com","Date_of_Birth":"2023-08-19","Address":"xyz","PostalCode":"120301"}],"trigger":["approval",Error from API: "inactive user cannot access the api"
I am attempting to pull a list of users from the API. I have created an App and been through the OAuth process to get an access token. But when I call the API endpoint it returns the message: {"code":"INACTIVE_USER","details":{},"message":"inactive userKaizen's Triumphs: Celebrating the Journey of 100 Posts!
Hello Developers, We are happy to inform you that we are approaching the 100th post in the Kaizen series! In our constant quest to provide the Zoho CRM developer community with the best support, we came up with the Kaizen series in 2019. Over the pastHow i can show a Window with html message? / Client Script
Hi Team I want to show a message to the user but a html table code, similar to the following source code: const winHtml = `<!DOCTYPE html> <html> <head> <title>Compración de Datos</title> </head> <body> <style type="text/css"> .tg {border-collapse:collapse;border-spacing:0;}Kaizen #95 How is a Widget used in a Blueprint?
Hey folks!! Let's continue the discussion from Kaizen #23 and focus on exploring the concept of Widgets in Blueprints. What are Widgets? Zoho CRM's widgets are custom components that you can add to your Zoho CRM system to extend its functionality, provideUsing ZDK.HTTP.Request /First argument must be a String / Whats a Wrong?
Hi Team Here again with a little problem using ZDK.HTTP.Request, i need to make a http request from client script, my source code is the following: filtro = 'DocumentNumber eq '; filtro = filtro + '\'844989539\''; filtro = filtro + 'and DocumentType eqJS SDK for CRM and "PageLoad" listener
Hi Help please with JS SDK, I am not rly using JS besides for widgets. Not a web developer or something So I am trying create widget for CRM, alrdy have expirience with widgets for desk where use alrdy JS But for CRM i cant make work this code ZOHO.embeddedApp.on("PageLoad",function(data) { console.log(data); //CustomHow to enable NodeJS in Zoho CRM?
Hello, I want to enable Node JS in my Zoho CRM account. How can I do that?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] forHow to upload PDF files to Box folder from ZohoCRM Deluge with API integration
Hi, I would like to upload a PDF file to a Box folder from ZohoCRM Deluge with API integration. If anyone knows a sample code, please let me know.Change image of customer from database
I'm trying to change customer profile photo in zoho crm and I'm using the condition for each status of customer I want to change the profile . for ex if he is from Asia I put specific photo if ... the profile photo is in format hexadecimale in DatabaseUpdate signature via API disabled. Why?
Hi Zoho Team, Currently, it is not possible to update or fetch other user's signature through APIs in Zoho CRM. But some time ago, this was perfectly possible in API V2. So much so that we created the Bybrand + Zoho CRM Integration with dozens of usersReturning records using Email as criteria
Hi All Completely new to the Zoho API. It looks like the only way to query for CRM entries by Email is to construct a custom COQL query? I would have thought the Records API would have allowed you to pass criteria but it only seems to allow you to passKaizen #97 - Email APIs
Howdy, tech wizards! Welcome back to another exciting post in our Kaizen series. This week, we will explore how to leverage the power of APIs to manage and interact with emails within the Zoho CRM platform. Consider you are the Manager of a technologicalHow to get all stages for a company (including custom stages)
Upon using /crm/v5/settings/layouts?module=Deals endpoint, i do get standard stages list but i want all the stages (even the custom created)Notice: Undefined offset: 1 - ERROR while searching for records
Hi I'm currently integrating our plattform (php ecommerce) with zoho crm for a client. I've successfully installed the php sdk and got it working by obtaining access and refresh tokens. Now i'm trying a simple request and it's returning me this error:Next 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"Paste issues in ZOHO crm notes
Hi, since a week or so I have issues with the paste function in ZOHO CRM. I use "notes" to copy paste texts from Outlook emails and since a week or so, the pasting doesnt function as it should: some text just disappears and it gives a lot of empty lines/enters.....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 thatAPI 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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