How to create record in Contacts? C# API
Hello everyone, I'm able to create a contact in Zoho CRM, but I also need to create a record for it. So, I will call for moduleAPIName that name which I'm using for Zoho Responses, which I created, but how I can understand for which contact I will doHow to create a record in Zoho CRM by using C# API?
So, I found a code for how to create a record with C# in Zoho: https://www.zoho.com/crm/developer/docs/csharp-sdk/record-samples.html The code, which is written there is not working for me. I already talked with support and they sent me this link: https://www.zoho.com/crm/developer/docs/csharp-sdk/v2/files-samples.html?src=get_file,Days between two dates, if one field blank, use todays date instead - doesn't work?
Hi! I am trying to do a formula in CRM on a product; It has to show how many days the product was in stock, before it was sold. If it is not sold yet, then it has to show how many days it has currently been in stock. This is what I came to so far; If(${Biler.Salgsdato}Issue with Read Related List Email Content Using Deluge
Hi Team, I am trying to read all the associated Emails from the Zoho CRM Contacts. I am using to read the Email List using the below API. https://crm.zoho.com/crm/v2/Contacts/4717204000004249076/Emails?type=5 I got all the emails(Sent from CRM and IMAPExtension Pointers - Simple yet significant pointers #2: Connectors
Updating a published connector and the associated API details with the extension Updating a published connector Once a connector is published, any changes made in the connector, such as adding a new API, editing an existing API, or making changesWhat is the official way to check Api object name, field name ?
Hi, I get the logic behind when you add a new module/field, it will create a object name by joining the word with underscore , case sensitive. And the the part that I don't get is, when you edit the module/fields name on crm fields page, the object nameHow to make an API call to my Webservice from Zoho CRM
Hello, I want to add a widget to the homepage of my Zoho CRM account which will have an input box and will make an API call to my web service to fetch data for the inputed value. I don't want to fetch CRMs data into my web service. On the other hand,Canvas Issue Aligning Buttons
In the editor, the buttons line up perfectly with each other on the same horizontal axis, but then when viewing in preview and live, the 2nd button falls out of alignment and I cannot figure out a reason why or a solution. Any ideas? I've attached screenshotsCan I use Canvas - setValue for a field with HTML / line breaks?
Hello, for this one: https://js.zohocdn.com/crm/5041136/documentation/ZDK-1.0/Field.html#setValue is it possible to add HTML and/or line breaks? Thanks, ChrisUpdate forms / update feedback with Canvas
Hello, when I use buttons to update Values of fields on my Canvas (eg. Select fields), is it possible to get any update feedback other than showMessage(text, options) The value on the Canvas won't update, I can't use ZDK.Page.getForm().setValues andNeed to Create massive records In Zoho CRM Inventory Module From Zoho Analytics By API
I need to create a massive amount of records In Zoho CRM. I have a data source in Zoho analytics from an FTP server. There are almost 3.5lac records and new records are added every week. I can fetch all the records through API from Zoho analytics. IUnable to process your request. Please verify whether you have entered proper method name,parameter and parameter values.
Hi, I'm trying to write an application which imports contact data into another application. I'm using the " https://crm.zoho.com/crm/private/json/Contacts/getRecords" method for this. In the beginning I was able to get the data out of Zoho however suddenlyClient Script SDK, ZDK.Apps.CRM does not return newly created module in the result
I created a new module "StaticPublicIPs". The module name is listed in the output when I ran the sample client script. var modules = ZDK.Apps.CRM.Settings.fetchAllModules(); for (var i = 0; i < modules.length; i++) { log(modules[i].api_name); } HoweverExtension Pointers - Simple yet significant pointers #1: Connectors
Publishing and associating connectors in an extension The Connectors feature is available in the Zoho Developer platform when building extensions in order to establish a connection between Zoho CRM and another application that supports the OAuth authenticationUsing Postman CRM API Collection can't Generate Access Token and Refresh Token
Hi, I have been trying to explore the API using the Postman API Collection by following the instructions described here: https://www.zoho.com/crm/developer/docs/api/v2/api-collection.html However, I have been unable to get step 4.2 to work "Generate AccessDuplicate Entries while using Zoho CRM API or some internal Zoho process
I am using Zoho CRM API to create Zoho Contact first and then creating Zoho Account and linking this account entry to Zoho Contact. I found after some time Zoho CRM shows 1 contact and 2 account entries. Is there any clue why and how its happening? IsDeleting Record with ExternalID Dosent delete internally
I deleted the record containing ExternalID But when I add the record again with same external ID it gives error Response {"data":[{"code":"DUPLICATE_DATA","details":{"api_name":"Code","id":"4342876000009687028"},"message":"duplicate data","status":"error"}]}Does API Insert ignore fields not on the layout?
I'm inserting a Contact using the API. I'm specifying the Layout on the new Contact. I have a custom field called "Expiration_Date" that is not on the specified Layout (but it is on other layouts). After I insert the Contact, the "Expiration_Date"Api Version 2 Refresh Token invalid_code
Hello, I'm having a problem that I don't know whats causing sometimes the refresh token failed, what's the possible reason please having a invalid code error when refreshing the token? here is the response {\"error\":\"invalid_code\"} Note: it works for sometime then after making a lot of request the error happens. Is there a possibility that the Credit limit in here https://www.zoho.com/crm/developer/docs/api/api-limits.html causes the error? Thanks in advanceInsert contact requests into CRM via Zoho API v2
Hello, I'm looking to insert any contact requests made in our website to the Zoho CRM via the API v2 but the documentation about the v2 isn't clear at all about this. I did not even found the related endpoint to do that: https://www.zoho.com/crm/help/api/v2/ So if you could lead me to the right approach it would be greatly appreciated. Thanks you !Fed Ex API Integration with ZCRM
Looking for anyone that has successfully used Fed Ex open API to connect ZCRM. Ideally would like bi-directional sync to send shipping info to Fed Ex cloud software from ZCRM and conversely have FedEx respond to CRM with tracking info to then be ableEmbeddedApp JS SDK file upload to ZFS
Hi, I ported the code from Deluge to EmbeddedApp JS SDK for the function to run in a widget. The pdf print of the template can be successfully retrieved but if it failed when uploading the content to ZFS. function Invoke() { var conn_nameAPI to retrieve picklist options
Some module values are tied to picklists that may be a default or may be customized. Is there an API available to retrieve the choices available for picklists, whether they be the default or custom? Please let me know if this requires further clarification. ThanksIssues when trying to retrieve records from the Activities and Tasks API endpoints
I am trying to send a GET request to the Activities and Tasks modules. Due to the use case, I want to specify all the fields I want to retrieve in the “fields” parameter in the request. I retrieve all the existing fields by previously sending a requestExtension pointers for integrating Zoho CRM with Zoho products #7: Initiate remote sessions and assist customers with their concerns from within Zoho CRM
With an increase in customers, there's also an increase in the demand for customer support. While customer support can be provided via a variety of channels, such as live chat, email, or phone, there may be times when a visual demonstration is requiredHow to open link in new tab with Canvas
Hey guys I'm trying to move our CRM to the new Canvas platform to make them look a little bit nicer. But I need buttons that open a URL in a new tab. I've tried things like `window.open(url)` but I get an error that says `window is undefined`. Is thereZOHO Python SDK not persisting OAuth token
Hello, first of all, I contacted ZOHO Support 14 days ago. No answer. Kinda disappointing to be honest. I am currently using the zohocrmsdk2-0 in version 4.0.0, installed through pip in a virtual env. with Python 3.9.7. I can successfully run the methodExtension pointers #5: Working with widgets to power-up extension capabilities (Part-2)
Widgets simplify work and enhance the functionality of Zoho CRM by contextually embedding third-party services and adding new features to Zoho CRM. In the previous post (Part 1), we mentioned what widgets are, the basic steps to install ZET CLI, and howZoho CRM API. Get Product Details of a Quote.
Hi, I want to get the product details of a quote with API. I've tried many combinations but I got error from the server. https://crm.zoho.com/crm/private/json/ProductDetails/getRelatedRecords?newFormat=1&authtoken=XXX&scope=crmapi&parentModule=Quotes&id=1515388000000113137Setting a Scheduled Call to a Certain Time
I'm using the schedule call function for new leads, once a lead matching the criteria is created I want to schedule a call for users + 1 business day at 4:00 PM. Currently when a new lead is created it schedules for 1 business day at the created time. How do I change the script to addBusiness day at a specific time? Thanks leadDetails = zoho.crm.getRecordById("Leads",leadId); createdtime = ifnull(leadDetails.get("Created_Time"),"").toTime("yyyy-MM-dd'T'HH:mm:ss").addBusinessDay(1); mp = Map(); mp.put("Subject","1stREST API: Creating a Sales Order with a Contact_Name
Hi, I'm trying to use the REST API via Postman to load some historical sales orders. I have a basic example working, but when I try to specify a JSON object for the Contact_Name field (so I can link the sales record being created to a contact), I getUpdate to CRM Custom Buttons: Collect Users' Location
Hello everyone! Buttons in Zoho CRM allow you to extend the default CRM capabilities for your bespoke business needs. It provides the flexibility to connect to any third-party application to perform necessary actions. Wouldn't it be better, if those buttonsSort a list of key-values elements
Dear community. I have the following question. I have list called list_values: list_values = {{"name":'Carl',"age":6},{"name":'Adam',"age":8},{"name":'Bob',"age":9}}; I want to reorder the list values based on the name key of each key-value element, theHow to set the width of the columns in a script
Dear community, hope you all are doing great, I'm creating this thread to check the following: I have a deluge script that creates a PDF file with a table and I'm strugling to set the width of the columns. Here's the snippet of my code which creates thisZohoCRM API V2 /w PHP SDK 3 - INVALID MODULE
I'm trying to add a SalesOrder to Zoho CRM via the PHP SDK3. So far I have Zoho connecting, and I have successfully created a "Lead" based on the sample code. Now I am trying to get a SalesOrder created in the system but am hitting the exception: API_EXCEPTIONHow to send new created records via php file.
Hi! I want to run a php whenever a new record is added in the Contacs. How to do that? Also, how can I get details of all the fields of the newly added record in the pho file? For example, if the contact field has 3 fields which are Name,Address,PhoneID for picklist value in record API
Picklist data field type returns a simple string value via get record REST, i. e. /crm/v2.1/Conctacts/1306462000000888026 { ... "id": "1306462000000888026", "CustomType": "foo" // 'CustomType' is my custom picklist field ... } CustomType picklistUnable to access related records for multi-select lookup via REST API
Given I have `foo` and `bar` data fields: Campaigns.foo - simple lookup field, linking deals module `Camaigns.bar` - multi-select lookup field, linking deals module I am not able to retrieve the multi-select one in the records list REST API: /Campaigns?fields=bar`Client script can't effect in Detail info Page
Hi Client script is very powerful for user. But It have a leak in detail info page .Because detail info page can allow modify single field .I already did client script in that field on change action In edit page (create or clone). How can I aviod userHow to add attachments in creating record in quote module?
I want to add a file when creating a quote using php sdk version 3. how to put it in attachment?Next Page
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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
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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
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