Zoho Canvas Preview Issue
I have a canvas template that is perfectly aligned and arranged according to my preferences. However, when I click on the preview button or preview it live with my modules, it does not display well. Some of the fields even went missing. Is this got something'Updated by' from API calls
Hi, I have my PHP code working well connecting to the Zoho CRM API and doing updates to fields in the contacts module. I would like to change the name of the user that is in the 'updated by' in the record. For example, the timeline for any API updatesFull_Name required for UPDATE /contacts/ but not used
Hi, while implementing our CRM integration using your Record API we realized that 1) create Contact does not require Full_Name to be set 2) update Contact does require Full_Name to be set 3) The returned payload does not use the entered Full_Name, butpermanent API authentication code for servers or any alternative
Hi all, How I noticed there isn't any way to generate a permanent authentication code (grant token) for server-side only apps. I need an alternative method to always generate a self client grant token manually because it isn't a user/developer-friendly way. None of the systems are so high-available to can do the grant token manual generation only one time and after that, the app can stay in a permanent loop and use the refresh token to generate always a valid authentication token. After the timetesting account for CRM API
I am using the CRM API (on a client's account, not this one), to upload data to Zoho. Is there a way to create a separate testing area where I can interact with the API without touching me live data without setting up and paying for another subscription? I can't find any reference reference to a test mode for the Zoho API.Update Part price via API
We would like to be able to update price book prices automatically with an API call to our vendor webservice. I'm not sure the correct way to do this. Can I build a custom function that uses an API call to get the price of a certain part by referencingZOHO CRM and Writer Document Merage API
1. Create a Folder Inside the Zoho work drives with the same name as the Deal Name. // Create Folder //vd84hd6033df59e734a928e1808453b5036da = ParentFolder ID resvp = zoho.workdrive.createFolder(Deal_Name,"vd84hd6033df59e734a928e1808453b5036da","zohocrm");Remove image from image upload field through API call
I'm attempting to remove an image from an Image Upload field through an API call. According to the documentation it should be a PUT request to the Accounts record with the field referenced by its API name. The image should then be identified by its idHow to fetch current date in query filter of Totango Integration
Hi, Zoho Support. Good day. I have read your docs regarding COQL but I cannot find anything related to fetching the current date in COQL. Can someone please help me with this or is this even possible in Totango Integration? What I need is the correctHow do I identify records with same mail domain using API?
I want to get the count of records with email domain "@xyz.com" But using regex in search query API doesn't yield desired results I queried the records that ends with @igdtuw.ac.in , But this isn't giving any results.Kaizen #27 - Layouts in Zoho CRM
Hello everyone! Welcome back to another week of Kaizen! In this post, we will discuss the Layouts in Zoho CRM. 1. What are Layouts? Layouts allow you to organize various fields of a module into sections. They also allow you to set layout-specific properties such as mandatory, unique, default, etc, to various fields. Every module has a default layout named "Standard". You can also create your own layouts for each module. 2. Adding a new layout to a module Go to Setup > Customization > Modules andChange CSS styling of .fieldupdate-highlight class on Canvas view
We have been setting up Canvas views for users. One of the biggest issues we have is unreadable text when a field is updated. CRM refreshes the area where the update occurred and adds light colored background that makes the white text unreadable. TheChange Task Owner Using API
How can i change the task owner using c# ou node api ? I tried this: RecordOperations recordOperations = new RecordOperations(); BodyWrapper request = new BodyWrapper(); List<Com.Zoho.Crm.API.Record.Record> records = new List<Com.Zoho.Crm.API.Record.Record>();Select COUNT in COQL
Hello, I would like to execute a COQL query using a COUNT like this : SELECT COUNT(*) as Nbr, Last_Name, First_Name FROM Contacts WHERE (Last_Name like 'MY_NAME') GROUP BY Last_Name, First_Name HAVING Nbr > 1 But the result is : { ["clause"]=> string(8)Creating records for approval from Node.js SDK 2.0
Hi! I'm trying to make a function in my webapp that creates records that have to be approved to Zoho CRM. I can't seem to find a way to make the record so that it has to first be approved in the CRM before it goes to the official module. The sample codeUsing Zoho CRM Integrator (Wordpress plugin)...Form works, but does not create lead in ZoHo
I get no error message...It say's "thanks...." But I can not find the lead anywhere in my ZoHo admin screens.[API] Endpoint for sending mails - all users should send quotes with their own email address (FROM address)
Hello, my main objective is the following: I would like to create a CRM button that can be used by many different people. Under the Quotes module, this button should allow you that you can click on several data records and then send a standardised quoteZOHO CRM New Update 13 - March - 2023
Hello All, ZOHO CRM has updated the JASON format of a record, I am sharing the details below. @Bhoomi Joshi Please confirm if can we roll back this feature because we are facing some issues like we are not able to get the Key and value asUsing CRM API to insert/update product "List Price" and "Quantity" does not auto-fill related pricing information
When updating or inserting only certain parts of pricing information (list price, quantity) of a product, how do you force the backend to auto-insert relevant "Amount" and "Total"/"Grand Total"? Example of my quote insertion: ... <Quotes> <row no="1"> ... <FL val="Product Details"> <product no="1"> <FL val="Product Id">123456789</FL> <FL val="Quantity">1.0</FL> <FL val="List Price">123.0</FL> </product> </FL> ... </row> </Quotes> Thank you for your help!Unable to get records with refresh token
Hi all, I'm using the REST APIs to generate the refresh-token (which I'm getting back successfully). However, with the access token obtained in the response, no other all are going through. I'm constantly getting the same error message as below. I don'tWhere do I find the postman collection for ZohoCRM?
I just watched this video: https://www.youtube.com/watch?v=ETlhFkx47rg where the presenter downloads a postman collection to demonstrate the new api. The URL he provides to find the collection does not have a link to download it. Where can it be found?Webhook "Unsupported field". Field exists and has correct name.
I have added the following field to Leads (and Accounts, Contacts. Opportunities on conversion): Field Label: requestRef It is marked as an external field, at the organization level. It is marked as 'show' - it is visible. I am able to set it with myExtension pointers - Simple yet significant pointers #12: Functions for Zoho CRM extensions
Functions are essential in achieving logical functionality for an extension. You can easily code your functions in Deluge using drag-and-drop tools to meet your requirements. How to create functions for Zoho CRM extensions in Sigma Go to Sigma and selecthow to generate grant token without using developer console
hello i have the same question as describe in this post https://help.zoho.com/portal/en/community/topic/how-to-generate-grant-token-without-using-developer-console. Im trying to build a microservice that can perfrom api request against the zoho crm v4How to retrieve all lists (custom views) and all contact properties?
Hi, Does anyone know is it possible (and how) to retrieve, by using REST API, all lists (custom views)? Information I need are: list name, list id and list size. Also does anyone know how to retrieve (using REST API) list of all available contact prKaizen #77 - Multi-select Lookup Fields in API V4
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss how to add data to multi-select lookup fields using the insert records API. Note that this support is available only from CRM API version 2.1 and up. We haveEmail can't be sent using this address from CRM API
I am using the CRM send mail API https://www.zoho.com/crm/developer/docs/api/v2.1/send-mail.html. I am receiving this error: { "data": [ { "code": "INVALID_DATA", "details": { "api_name": "email", "json_path": "$.data[0].from.email" }, "message": "EmailUpdate on MultiLookUp field does not work using API
Hello, I found an issue with the Update Records method: https://www.zoho.com/crm/developer/docs/api/v2/update-records.html I copied the sample code (NodeJS Native) from the link I mentioned and added a MultiLookUp field to the configuration object, whichAPI V2 searchRecordsByCriteria doesn't return all records
I've got an issue with results returned by api. I'm using php sdk atm. $bulkAPIResponse = $zcrmModuleIns->searchRecordsByCriteria("Lead_Type:equals:My Customer"); This returns only 7 records, when in Zoho UI I clearly see 8 records. Moreover, when I change the criteria to match that missing customer name $bulkAPIResponse = $zcrmModuleIns->searchRecordsByCriteria("Account_Name:equals:Dr Anakie"); I can get that record via api and I can see that specific field ["Lead_Type"]=> "My Customer" Can somebodyClient Script: Catch Newly Added Subform Items onSave
Hi. I'm having problems with client script and sales orders ordered items subform. I need to check each product for a specific flag, and I would like to do it when user save a new order or after modifying an exisitng one. I can't get newer added items:Zoho CRM Deluge - Converting Date/Time field to format "5:30 PM" with original timezone
EDIT: This is resolved. The solution is the following: Appointment_Date_Time="2023-02-23T10:30:00-08:00" Appointment_Date_Time.toTime("yyyy-MM-dd'T'HH:mm:ss").toString("HH:mm a", "PST"); ------------- Hello! I'm trying to turn a Date/Time field (i.e.Some UTF-8 symbols are incorrectly stored in custom module, especially emoji
This is a shared problem in creating a record in custom modules over the CRM API as well as using the built in custom related list to display the data in custom modules. (Similar to this topic by @benjamin.jentsch ) Say you have a record and want to displayKaizen#76 - Using ZDK CRM APIs in Client Script
Welcome to another week of Kaizen! In this post, let us discuss about the ZDK CRM APIs in Client Script. Client Script provides us the flexibility to use its collection of ZDK Client APIs and ZDK CRM APIs. The ZDK CRM APIs invoke the Zoho CRM APIs. HereSearch records API returning 204
I have a record in accounts module with id 1234 and custom field custom_id 5678. when using CRM UI, I can see the account record 1234. search by custom_id 5678 works perfectly well too. all good. when using the search API for this particular record though,Zoho CRM: get invoice PDF from custom button function
Hello, I'm developing an extension for Zoho CRM to sign documents via an external service. I have a custom connector which calls the external service and submits a PDF to be signed. I have a custom button in the Invoice Details page which triggers theHow to manage subforms layout within the Quotes module?
Hello, We are using Zoho CRM to build our quotations and therefore we have added a subform in the Quote module: a table "Quoted Items" with the products information. I have 2 concerns related to the layout: 1. the layout is not "responsive" to the webpageupdate Cureency Exchange via API - Error
Hey team, I've looked to this wiki: https://www.zoho.com/crm/developer/docs/api/v4/update-currencies.html That's what I need to do, to update 2 currency exchanges from my CRM, so new deals will take the new rate. So, I have this code: // Create a mapSend mail merge PDF using an email template
I'm looking to create a function that mail merges a PDF document, and sends it via email. The email is sent from an organization email address, and it has to be attached to the "emails" section of the record that triggers the function. Originally, I usedHello here check my code and after call api get success message but not show in deal
Hello i need help for APi $url = 'https://www.zohoapis.com/crm/v2/deals'; $data = array( "data" => array(array( 'Deal_Name' => 'New Deal by kirti', // Replace with your own deal name 'Amount' => 1000, // Replace with your own deal amount 'Stage'=> "NewCRM - Automatically trigger sending bulk email templates to multiple contacts for different clients
Our CRM database tracks many different clients, each with their own contacts, and we need a way to use the Email Templates that we have set up to send emails in bulk to specific contacts for each client when that client's "Benefit Renewal Date" is 120Next Page
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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, carefullyPaste 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.....I 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 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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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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