Configuring a workflow when a specific picklist value is changed to a different specific value
I'd like to create a Task when the Status of a Product is changed specifically from "Offline" to "Online". I cannot figure out how to set this workflow. I tried setting to to trigger anytime the Status field is changed to "Online", with the conditionGetting "NO_PERMISSION" on API call for Administrator user for *some* modules (/crm/v3/settings/fields?module=<certain modules>)
Getting "NO_PERMISSION" for Administrator user with all permissions for some modules (/crm/v3/settings/fields?module=<certain modules>) Same query works for many other modules, but fails for these: Campaigns Cases Solutions Products Vendors Price_Books'Refresh token is not provided
when i am using get all records zoho crom dashboard to our website then occure error ('Refresh token is not provided) using php sdk samples code. please anyone provide me solutions or implementation code of insert and fetch records to zoho crm dashboardExtension pointers #12: Create custom script and retrieve personalized outcomes using custom actions
Create custom script, allow end users to define criteria, and obtain personalized outcomes. What are custom actions? Custom actions make it simple to carry out a templated action or task that end users can reuse, leading to personalized outcomes basedCan not get FirstName and LastName columns for a custom lookup column using Query API
For default lookup columns such as Owner, when executing the following query in Query API I was able to get data { "select_query":"select Owner.first_name,Owner.last_name,Owner.id from Accounts where id is not null" } However I have created a customZOho CRM API : Unable to connect even following afficial documentation step
Hello, I'm facing issue when i try to connect to api from Oauth2. Even i post request with correct parameters like id and secret i and client id, have only error message like : invalide code or invalide url redirect url even if it the same like set on developper console. could you please check it why is no t working ? Thanks,Is it possible to join Users and Accounts using Query API
Is it possible to join Users and Accounts using query API For example: { "select_query":"select Users.first_name, Users.last_name, Accounts.Email from Accounts where id is not null" }Query API . Expose all fields that that require a join for lookup
From Query API documentation it seems that there is a limitation according to which we can only use only two relation join in the select query column. https://www.zoho.com/crm/developer/docs/api/v3/COQL-Limitations.html However I wanted to know if thereHow to make sure that the refresh token has not expired
I know that refresh token lives forever, but i can revoke it, so the question is how to verify that the refresh token is valid without creating access tokens. For example, as in HubSpot https://legacydocs.hubspot.com/docs/methods/oauth2/get-refreshExtension Pointers #1: A step-by-step guide to integrate Google Contacts using Sigma
Integrating and syncing data is a significant factor for effective customer relationship management. Let's consider a scenario where an entrepreneur is planning on starting a new venture. An important factor in propelling any business towards successFunction Code
Hi there, I am struggling to generate a code for functions. The purpose is for data upload. I have 3 Custom modules. (Discretionary Savings; Retirement savings; and Annuities & Incomes, each with a module ID) I have multiple products, by multiple providersExtension Pointers - Simple yet significant pointers #5: Deleting developers from workspace
Deleting developers from Sigma workspace As a continuation to our previous post in this series, let's see how you can remove developers from your workspace. Similar to adding developers to your workspace, you can remove developers in order to revokeAdding a column like Zoho Records id
Hello, I am sending zoho crm leads to another application. I need to create a column to separate records with successful URL submission and records which fail. I should be able to assign values in these input deluge commands, but I don't want it to appearZoho CRM API: Access Call Recordings (Ring Central) via API
Hi, We have activated Zoho CRM -- Ring Central Integration. We can listen to the call recording by Zoho CRM UI. We need download call recordings by the API. 1. Is there a way to do that? Could you please explain me as I couldn't find it in the API documentation?How-to get line items from sales order using bulk read
Hi We are trying to download the Sales and Purchase orders with all it's line items from our CRM to do some analytics. For that purpose we are using the bulk read API https://www.zoho.com/crm/developer/docs/api/v3/bulk-read/create-job.html. UnfortunatelyAPI for Online Meeting Event for MS Teams
Our CRM is set up so when a new meeting is created (manually) and the "Make this an online meeting" checkbox is checked, a Zoom meeting is created and an invite sent. I am using the API CURL code in the screenshot below to also create a Zoom event programmatically.COQL request ignore "not like"
i used COQL for api requests $query= "select id, Name_for_1C from Invoices where ((Name_for_1C not like GoITeens) and (Date_of_receipt_of_payment > '2022-08-15'))"; $query= "select id, Name_for_1C from Invoices where ((Name_for_1C not like 'GoITeens')Possibility to update SDK module metadata dynamically or store it in a cloud?
Hi! I'm using the Node.js SDK v2 in my web app. The web app runs in Google Cloud Run. The app fetches module data from Zoho CRM and lets the user edit the information. The problem is that when ever we update/add a field in Zoho CRM, the web app suddenlyMulti-select fields don't add items, they overwrite
Hello, For Action Leads/insertRecords? When I choose duplicateCheck =2, it finds the same email, and updates the record. Fine. But don't you think that all Multi-select fields should have Items added to the list, rather then replacing all the optionsSearch records API - Sorting
Hi Is it possible to use sort_by and sort_order in Search records query? I tried using it and it works but it's giving me inconsistent results. https://www.zoho.com/crm/developer/docs/api/v2.1/search-records.html Thanks.<join limit exceeded> error when executing a query using COQL
I have executed the following query (using COQL): { "select_query":"select Owner.first_name,Created_By.first_name,Modified_By.first_name from Accounts where id is not null" } but I get an 400 Bad Request with the following response, { "code": "LIMIT_EXCEEDED","error":"invalid_redirect_uri"
Hi, 1. I have created a client app at https://accounts.zoho.com/developerconsole using dummy redirect url http://127.0.0.1:8080/. 2. I then followed the instructions at https://www.zoho.com/crm/developer/docs/api/auth-request.html to generate a grantUnable to Upload files to ZFS in Zoho CRM API
I wanted to fetch an image from an external website, and then upload it to Zoho File System so that I can attach it to an image upload field. Based from the documentation in https://www.zoho.com/crm/developer/docs/api/v3/upload-files-to-zfs.html, a sampleError: MANDATORY_NOT_FOUND
Hi! I'm trying to create a record to Zoho CRM using the createRecords-method in Node.js SDK v2. When I send the request to create a new record I get the following error:Extension Pointers #11: Publishing an Extension
Extensions are software components that help developers add features that enhance the functionality of your Zoho product. Bundling an extension is essentially wrapping and delivering the components of an extension as a whole package. The process of buildingIssue when testing out SDK 3.0 in Node Js
Hi, I'm trying out the Node SDK (v3.0) and I implemented the test SDK script mentioned in the README here. I used file persistance and that part worked well. The initialization worked fine, where both the access and refresh tokens got fetched and savedCreateRecords works only on localhost
Hi, I have a problem with node-js sdk 2.0 and createRecords. Everything works well when creating records on dev but when the project is pushed to google cloud run it will give out this error: If I remove that field it will let me create the record butC# SDK Configuration
In my application I installed these package _ ZOHOCRMSDK-2.1 MySql.Data Newtonsoft.Json My application is .NET Framework 4.6.2 This is my Initialize class code screenshot. I use self client and scope "ZohoCRM.settings.ALL" for generate GrantToken code.Why am I only seeing a few modules in the Multi Select Lookup Properties popup?
When I use a Lookup in my module, I can see all my modules in the Lookup Properties popup. But when I try to use a Multi-Select Lookup, I only see a few modules in the Multi Select Lookup Properties popup. Why would this be? I cant use the module thatUnable to process your request - Importing Opportunities
Hi, I am importing an csv sheet into the opportunities modules with 54 records. I am getting the error "Unable to process your request" since 3 days. I checked on the forum for downtime or service upgrade of your system but still getting the same error today. I tried to import contacts and they were successfully imported. Only problem is coming in Opportunities. Please let me know the suitable resolution asap. Regards, Amit SharmaAre the first 7 digits of the Contact ID unique to a CRM Account?
I am looking for a confirmation from someone with this knowledge. It appears that the first 7 characters of the 19-character Contact ID are unique to a CRM account. Am I correct? The 7-digits do not relate in any way to the CRM Account ID so I don't knowUnable to search Leads by Created_Time or Modified_Time
I'm migrating the data-mining part of an Enterprise Intelligence app from API V1 to API V2. I got everything from OAuth to user-mapping sorted out. What I need in data-mining is to get a list of Leads (and some other modules) a user has created/modifiedAPI Name for Events Module: "Reminders"
In CRM, the list of API Names for Meetings (Events) does not include the API names for: 1. Participant Reminder 2. Reminder (for Host) I assume this will be an array to allow multiple reminders to be set but what API name is used and what is expectedBulk APIs and Photo/Attachment ID
Hi There, I have implemented Bulk APIs and downloaded the CSV with all records needed, in the CSV the image field has a long string ( e.g. 86za2be586e6f6bd8460191f2dbaf76e9dd58) now I want how to access these individual images while importing the downloadedExtension Pointers - Simple yet significant pointers: Adding developers to workspace #4
Adding developers to Sigma workspace A user may be a part of multiple workspaces in Sigma, including their own, and have access to their own extensions as well as other workspace extensions to which they have been added. When you are added as a developerI am trying to get contact form 7 data to zoho crm and for it i write custom code..it is working fine on local host but on live it is giving following error
{"data":[{"code":"INVALID_DATA","details":{"maximum_length":20,"api_name":"Subscribed_Newsletter"},"message":"invalid data","status":"error"}]} reference code is- add_action('wpcf7_mail_sent','brainium_cf7_api_sender'); function brainium_cf7_api_sender($contact_form){Implications of moving from COQL v2 to v3
I am new to COQL and because my initial searches in the Zoho support docs brought me to info on using v2, I did not realize I had an option. Are there any REAL benefits to changing from v2 to v3 and, if so, what are the implications to all the code I'veAPI Name: No "Call Type" under Events
In the docs (https://www.zoho.com/crm/developer/docs/api/v2/insert-records.html) there is a list of "System-defined mandatory fields for each module". Under Events it states: "Event_Title"- Single Line "Call_Type" - Picklist "Start_DateTime" - Date/TimeDoes Contacts and Deals have a column named Contact_Name
Does Contacts and Deals have a column named ContactName because I cant seem to find it. If so what is the API's name for this column in both tables?JOIN Contacts and Deals (COQL)
How to write a query to JOIN Contacts and Deals using COQL?Next Page
Access your files securely from anywhere
New to Zoho Recruit?
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
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
Most Discussed Topics
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
Zoho Developer Community
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
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.
Top Contributors
Sunderjan Siddharth
Jaya Suriya J
Emma
Ishwarya SG
Haiku Technical Support