Custom Field is not showing in API request.
I have added a custom field for the user and it's not fetching the value for the custom field. permissions are set to R&W for everyone. if you check at the below response there is no NetoID field present. { "country": "US", "role": { "name": "Access All
Help with Custom Related Lists
Zoho CRM has a new feature called Custom Related Lists which allows you to create a new "data type" and attach it to a record. This is supported through the use of custom functions that are build using their Deluge script. However, even using a very simple example I can't get anything to show up. They have documented the existance of the Custom Related Lists and how to add them through the UI: http://www.zoho.com/crm/help/customization/related-lists.html However, they haven't done any documentation
Demo_Generated_On parameter of the account module is not present in the results from the API
When I use the API v2 I noticed the Demo_Generated_On parameter is missing in the results for the account module. I noticed it might be represented as another name Demo_Scheduled_On. Can you confirm if these two variables are equivalent
Bulk write Job Status: FAILED
Hi! I am trying to update records in a custom module with the BulkWriteJob-method in the Zoho CRM Node SDK V2. I tested the method successfully with a much smaller file with 4 records to update. Then, when I try to use the method for the actual records,
Webhooks - 10 CRM Field Limitiation
The 10 field limitation for webhooks is pretty limiting. Is that true for all levels? I've added more than 10 and I don't get an error message but it doesn't seem to be functioning. Is the help documentation current that there truly is this 10 field
COQL Looking for id in a List variable
Hello, I'm using a COQL query to retrieve the Deal_Name from the Deals module where it matches a particular Account Id and has 1 of 4 ids in a lookup field. I've created a list variable with the ids I'm wanting to match the lookup field to, but am failing
Zoho Forms + Termly consent management platform (CMP)
Hi I'm integrating Termly consent management platform (CMP) on a client website that's using Zoho Forms/CRM for every form the website has. From a GDPR point of view, do I need to block any cookies Zoho Forms may set before obtaining permission via
Zoho Consultant in Atlanta, Georgia.
I am interested in finding a Zoho CRM Developer / Consultant in Atlanta, Georgia. If you can do light development work within Zoho, please contact me. Thank you. Pete Franetovich trastos@comcast.net
400 BAD REQUEST only on POST/PUT/DELETE requests
I am working on a proof of concept integrating the use of Zoho CRM as a data source for a front end app development platform. I am able to authenticate with OAUTH just fine, and to use GET requests to pull in data from Zoho CRM. However, all UPDATE
Subform data via related list REST
to my best knowledge, it is not possible to access subform via a related list REST API call: https://www.zoho.com/crm/developer/docs/api/v3/get-related-records.html here is an example REST GET list call: curl "https://www.zohoapis.com/crm/v3/Deals/4876876000000376008/myrelatedlist?fields=id,mysubform"
Custom service connection
after I added a custom service connection, I can't connect to it, and the status is still disconnected even if I made it connect ! if anyone has the same scenario? thanks in advance
Conditional Logic How to calculate commission amount with minimum and maximum?
We expect different commission structure for different Accounts. And each Account may or may not have floor and/or ceiling commission. What is the best way to find the commission for each deal? Preface Each "Lender (Account module)" has following fields
Salesforce like WebToLead form in Zoho
One of my client is using Salesforce and want to move to Zoho CRM. Currently, he is using salesforce web to lead form. Is there any similar way to generate form code in Zoho that can create Lead in Zoho CRM?
Zoho CRM's V2.1 APIs!
Hello everyone! We are happy to announce the release of Zoho CRM's V2.1 APIs! Yes, that's right! While V2 is still widely used and stable, the new version includes a lot of most-requested and interesting updates. Read on to know more! Note This is just
How to generate a permeant Oauth access token using self-client for back-end to back-end communication; By using the API only? Or by generating permeant access tokens or unlimited refresh tokens!
I am trying to export each user after registration from my application to Zoho contacts, but I find no way to generate the access token without front-end user interaction (confirmation &redirection). I tried to use the self-client but I found it very
Widget API privilege level running as User - can it be run as Admin?
Okay, bear with me here.... Our data-sharing level mandates that all Leads are visible only to their owners. However, in the event that someone calls asking who their Sales Rep is, sometimes we need our team to be able to look up a Lead by name to find
Appended crm_entity_id variable to a webtab for Zoho Form to recognise what record to update
Hi guys Im creating a portal that requires a lot of data to be inputted by customers. Rather than giving them one long form to fill in, I want to display smaller forms for them to fill in. Each form should be accessed from web tabs across the top of the
SnapeEngage Chat and Zoho CRM integration
Hi, Does Zoho and SnapeEngage have integration so that leads can be created from chat session? -Eric
Oauth: Check authentication status
Hi there. I am developng an integration module for open source SMS. I need to check if generated auth tokens is still valid. What REST endpoint can I ping for that? The problem here is that I do not know for what scopes provided tokens was created.
Add :contains: search query term to Zoho CRM widget SDK
Hello, a frequent piece of feedback I'm getting from users of custom widgets I have built is adding the ability to search for a record using contains/like instead of equals or starts with. Starts with as a filter logic works great when the value being
C# ZCRMSDK link contact to account
Hello everybody We’re using Zoho ZCRMSKD to code an application in C# who synchronise the Accounts and Contacts between our ERP System and Zoho CRM. At the moment we’re facing a problem we can't solve by ourselves: When we add a new Contact in Zoho
Zoho CRM API version 2.0 sunset date.
Hi, Since version 3.0 of the API is out now, are there any plans or dates announced for the deprecation or sunsetting of version 2 of the API? Any help or information would be greatly appreciated. Cheers
Zoho CRM's V3 APIs
Hello everyone! We are happy to announce the release of Zoho CRM's V3 APIs! While the previous versions are stable and widely-used, V3 brings you a set of rich APIs that can satisfy your business needs quite easily. Read on for a brief of the updates
Integrate with external API
Hello, triggered by a field update in CRM leads module, I need to push something to an external API. I've got this running using automatins/actions/webhoolks. The external API responds with an OK200 and some JSON information in the body. How can I use
How to execute a CRM custom function OnSave a product? I got this already
What I'm looking for is trying to fill the Unit Price field with the value of the Price 1 field converted to CAD on my ClientScript side I got this product_ID = $Page.record_id; var response = ZDK.Apps.CRM.Functions.execute("Product_OnSave", { "product_ID":
Getting information from Zoho CRM in Zoho Sheets for each record on new row
Hi there, I am looking for a code to get the information from Zoho CRM to Zoho Sheets, but each record on a new row. The information is now merged on one cell in Zoho Sheets. I want to get the records from a list view in the sheet. The code which I
Getting invalid_code while trying to use PHP SDK v3
Hi to the team. I'm getting stuck while trying to use PHP SDK v3 and trying to apply what's written in https://github.com/zoho/zohocrm-php-sdk documentation I think I'm confused in something, but I don't know what : I'm using a Self Client access with
Extension Pointers - Simple yet significant pointers #6: Adding and deleting developers
Adding and deleting developers in an extension To perform different functionalities with different applications, it may be necessary to create multiple extensions on the Zoho Developer platform, Sigma. You may develop an entire extension on your own,
How to get a specific parameter from API output?
Dear sir/madam, Hopefully you could help me with this easy code. I am using the following code receive data from an API: xmlResp=getUrl("https://api.optimoroute.com/v1/get_scheduling_info?key=20bb316618108d4404d38797f9a6b1XXXXXXXX7&orderNo=3944070000XXX1166");
Adding links to task via API
Hello, is it possible to add links to tasks via API? I mean this: We'd like to create a task containing a list of Contacts matching certain conditions. Thank you Antonio
ERROR invalid client api v2
Hi! I'm getting ERROR_invalid_client while trying to generate access and refresh token. I have registered client on zoho.eu domain account(which works fine). But when I trying to do a login from another (zoho.com) account I'm getting ERROR_invalid_client. How do i fix this?
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 condition
Getting "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 dashboard
Extension 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 based
Can 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 custom
ZOho 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 there
How 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-refresh
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