How to mark a deal with "New customer" or "Existing customer"
Hi all! We have developed an API which imports all our deals from another system. When the deals gets imported, it checks if the linked customer already made a purchase with us before, or not. It is working somehow - but not entirely. We have two typesCreate a link on Canvas details page to open a Zoho Forms form
We have many forms for client onboarding and offboarding. Our sales and client coaches barely know how to use Zoho CRM, so I've created Canvas views for most of the modules they use. It's made it easier but now we need to add the ability for them to accessKaizen #74 - User's Unavailability #APIs
Hello everyone! Welcome back to this week's post in the Kaizen series on User's Unavailability APIs. Business and meetings go hand in hand. There are times when you attend a meeting with your clients or partners on a weekday and during the working hours.ZOHO 204 non content responce on Contact and Project modules.
Im Using ZOHO Contact Module and Project Module. When Fetching data from REST API. Sometimes I get 204 responses, But after a few time retries API returns 200 successful responses with the content. Is there any reason for these kinds of issues?Cannot update Tag via API
I'm trying to change Tag via API, but it has no effect. I've tested my code - it can update other fields, so I suppose something is wrong with the POST body. Here is my POST body sent to /crm/private/xml/CustomModule1/updateRecords?newFormat=1&version=4&scope=crmapi&authtoken=****Extension pointers - Simple yet significant pointers #11: Testing an extension in sandbox
After developing an extension using the Zoho developer platform, developers will want to test it before publishing it and making it available to end-users/customers. The Zoho developer platform includes a sandbox testing environment, which is a simulatedMANDATORY_NOT_FOUND error when inserting a Quote via the REST API
I am trying to create a Quote via the REST API. I have tried submitting the same data as is described in the documentation here: https://www.zoho.com/crm/developer/docs/api/v4/insert-records.html I have tried both v2 and v4 of the API. I keep gettingKaizen #73 - Portal #APIs [Part II]
Hi everyone! Welcome back to another week of Kaizen! In continuation to our previous post on Portal APIs in Zoho CRM, we will discuss more on user groups and users this week. Let us consider the case of the automobile industry. In such a case, you mayZoho CRM php SDK error
Hello, I've been getting this error with the zohocrm/php-sdk and i'm not sure how to resolve it. PHP Fatal error: Type of zcrmsdk\oauth\exception\ZohoOAuthException::$file must be string (as in class Exception) in ... ^ How would I resolve this error?Zoho PHP SDK issues after updating environment to PHP 8.2 - dynamic properties depreciated
In addition to "zcrmsdk\crm\exception\ZCRMException::$file must be string (as in class Exception)" addressed here: https://help.zoho.com/portal/en/community/topic/type-of-zcrmsdk-crm-exception-zcrmexception-file-must-be-string-as-in-class-exception ThereType of zcrmsdk\crm\exception\ZCRMException::$file must be string (as in class Exception)
Upgrading an app from PHP 7.4 to 8.1, using the same zcrm_oauthtokens.txt file and zohocrm/php-sdk-archive 2.2.1 I get the following exception Type of zcrmsdk\crm\exception\ZCRMException::$file must be string (as in class Exception) Any idea what causesTrying to take an image attachment from a CRM record and display it on a Creator Page
Hi all, I'm pretty good with deluge scripting and HTML, but less familiar with invokeURL calls I seem to be able to get the attachment IDs, but not sure how to get and display the actual image in HTML. I'm located in Australia and so I think it uses accounts.zoho.com.auData Freezing when "Status" Field in Custom module is set to "Closed".
I need a client script code to freeze all data in a module when the "Status" picklist field is set to "Closed" and the enteries are saved, for all other users except admin.Kaizen #72 - Portal #APIs [Part I]
Welcome back to another week of Kaizen everyone! This week, we will be discussing the Portals API in Zoho CRM. What are Portals in Zoho CRM? Portals in Zoho CRM allow businesses to extend access to their CRM to external stakeholders, such as customers,Scopes for endpoints
Hi can i know the scope for this endpoint https://www.zohoapis.com/crm/v2/Emails?Having Real Difficulty with Adwords Attribution
I have followed the steps outlined here and authenticated my google adwords account. https://www.zoho.com/crm/help/google-adwords/configure.html?src=product#Hidden_Element. I've set a conversion to be Lead/Contact is created. I have auto tagging enabled. Im having real trouble with the Step 5, Tracking. I've requested multiple demo's using the "request a demo" button, but have not had anyone from Zoho contact me at the booked time. I've added the tracking code to all web pages in wordpress. ThisI'm getting incomprehensible strings when fetching API endpoints
I'm getting the response as follows, just a bunch of unknown characters. Payload is custom, everything inside payload is just the raw API return. I'm getting this with all endpoints except for the Leads endpoint. I'm using API V3. This specific returnZoho CRM
Hi, Is there a parameter that can filter out user ids of Emails in the Contact Module? ex: Ex: https://www.zohoapis.com/crm/v2/contacts/5553499000000512044/EmailsInvalid module
I am writing COQL query on LinkingModule2 table. The query is , SELECT Products_Name FROM LinkingModule2 WHERE Id != '' When I execute it, I am getting error as, {"code":"INVALID_MODULE","details":{},"message":"the module name given seems to be invalid","status":"error"}Kaizen #26 - Linking module and Multi-select Lookup fields
Hello everyone! Welcome to another post in the Kaizen series! This week, we will discuss how to add/delete values to a multi-select lookup field through linking modules via API and achieve many-to-many relationships. Your data in CRM are often inter-related. For example, you may want to associate an account with contact. You can easily achieve this through a lookup field in the Contacts module that looks up to an account in the Accounts module. As you can see, this is a one-to-many relationship.How to get records using Modified_Time greater than specific time?
Hi, I am getting records using 'Record APIs'. Now trying to do 'search records ' bases on Modified_Time. Eg: Like last one day modified records based on Modified_Time. I am trying this way, but getting invalid data error. https://sandbox.zohoapis.com/crm/v2/Contacts/search?criteria=(Modified_Time:starts_with:2018-08-31) { "code": "INVALID_DATA", "details": { "api_name": "Modified_Time" }, "message": "invalid data", "status": "error" }Created multiple blueprints, in which order will they be executed? Zoho CRM
Quotation of the day If you have created multiple blueprints, in which order will they be executed? Select one: a. Based on time created b. Based on user roles c. Based on the order in which they're listed d. Based on the last modified time Thanks & RegardsSearch Records "in" Criteria Responds Empty
I am looking up multiple records in a linking module, linking Contacts and Accounts (which I've renamed to Entities) called Entity_Members. I want to get a list of matching Account IDs based on a list of Contact IDs through that linking module. I wasIs there any way to trigger workflow whenever user add a Note in CRM
I want to trigger a workflow whenever user add Note in the related list.API to add and read attachments?
I'm writing an application that works with Zoho CRM. I'd like to be able to query for the attachments on a Potential, and then be able to query for the attachment files to get at the bytes of the files. I'd also like add attachments to a Potential via the API. Is this possible? I believe such a call to query attachments would be something like: https://crm.zoho.com/crm/private/xml/Attachments/getRelatedRecords?newFormat=1&apikey=<my api key>&ticket=<my ticket>&parentModule=Potentials&id=<my potentialHow to use Zoho CRM api tu update user created from Zoho subscription
Hey, I have an application which uses Zoho subscription which then create a user inside Zoho CRM. During the registering process on our application, we require users to give us some data we want to upload in its Zoho CRM user. I have read the Zoho CRMPersistent Authorization Request
Suppose my application has a web form I'd like to integrate with my CRM modules where any number of users can visit, interact, and ultimately submit data. First I'll need an access token which requires an authorization request and the options are theSimple COQL datetime query not working
I am trying to do a simple COQL query where I am comparing 2 datetime fields in a module and I keep getting the following error. Why does ZOHO make working with dates so difficult? I even tried running the following query against two datetime fields thatExtension pointers - Simple yet significant pointers #10: Publishing
Publishing an extension An extension can be created for an internal organizational purpose or to meet a common business need. In either case, an extension can only be made available to users after it has been published. Types of extension publishing Private:How do I associate a lookup record in one module with the related module with the CRM API?
I need to add a lead programmatically and have it be associated with a project all using the Zoho CRM API. Is this possible? My many attempts have failed. This is my JSON: {"data":[{"Company":"TestmanLaw", "First_Name":"Testman4", "Last_Name":"Tester2000",Kaizen #69 - Scoring Rules[Part 2]
Hello everyone! Welcome back to this week's Kaizen post! In continuation to our previous post, this week we will discuss activating/deactivating a scoring rule, cloning, and getting the score of a record from a module. Activating/deactivating a scoringRefine lookup records easily with advanced filter options in CRM
Hello, as many others have stated sorting the related list is not ideal. I would like to have a SET condition on the lookup field. I created a lookup field in the Deals module named "Contractors". I would like the lookup field to filter through the contactsCan I use client script to filter lookup field?
Hi Support, Can I use client script to filter lookup field?Update email status in module related email CRM REST API
Hi, Currently we are developing a system which require us to display the list of the module's related emails and when user clicks on the email from list, we load the contents of the email to display. The issue is the status of the email doesn't changeKaizen #68 - Scoring Rules APIs[Part 1]
Hello everyone! Welcome to another week of Kaizen! This week we will discuss the Scoring Rules APIs. What are scoring rules? You may have different strategies to engage with customers, make their journeys successful in your business, and to convert themAPI Get Recors of Leads Module doesn't retrieve all records
Hello, I have some problems with the api Get Records of Module Leads. https://www.zohoapis.com/crm/v4/Leads Until sunday 08/01/2023, with this API I could get all lead records, but today I can get only 4354 records out of 36710 I have in the crm. I couldUnable to read Account using ZDK.Apps
I'm trying to read an account with the following line of code: let r_AccountDetails = ZDK.Apps.CRM.Accounts.fetchById(v_AccountID); I know v_AccountID is a valid account Id, but r_AccountDetails is always undefined. I've tried hard coded account ids,Extension pointers #6: Working with widgets to power up extension capabilities (Part-3)
Widgets are useful for exchanging data between the third-party applications and Zoho CRM, as well as for displaying the data on a customized basis within Zoho CRM. They let you create customized UI interfaces that allow the data to be showcased throughHow to lock the deal Stage at creation (Wizard)?
I'm trying to lock the "Stage" field to a certain value so that when the users create a new Deal, they cannot modify the Stage. I've set up a Client Script, and it works when the Deal is created normally. The problem is, most users use a Wizard to createIs it possible to know the user's group in new api v4
Hi, since the new api version we can query the groups. Is there a way to know which user is in which group? ThanksNext 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, 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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