add attachment file when creating quote module using php sdk version 3
I want to add a pdf file in the attachment of quote module when I create a quote using php sdk. But I cant find any references regarding on attachment of files using php sdk. can it be done?Receives a blank message on SDKException using PHP SDK version 3
I am trying to add a Quote record and I need to attach an account to it. I have a logic that if account is not existed in the crm, I will create a new account record and use it to attach in Quote record. But when I try to add a record on account module,What is the full Deluge invokeurl code to GET / SET subform records of a custom module?
What is the full invokeurl to GET / SET subform records of a custom module? Thank you. KenExtension pointers for integrating Zoho CRM with Zoho products #6: Handle and track your Zoho Bugtracker issues easily from within Zoho CRM
Switching between multiple applications to keep track of data is a time-consuming and laborious process. Having visibility into all related data in one application makes work easier and more efficient, and helps mitigate errors. Zoho Projects and ZohoHow to attach a product in lineItems when creating Quotes record?
I am trying to set a product in lineitems using product id. following the instruction on how to add a record seems not working. I encountered error "invalid data" which point to product in parent api name "Product_Details". I am using PHP_SDK versionAdding a Quote Item by Product Code and not ID using Python SDK
Hi. Using the Python SDK Record Operation examples I have been able to create a Quote with a line item (product) using the product's ID. But as we are going to be feeding data from an external application that will have matching product codes and itCRM - Integration Tasks will Consume API Credits [2]
Hello everyone! As you all know, we meter the API calls based on the credits available for your edition of CRM. We planned to include the integration tasks (which are nothing but the wrappers for CRM APIs) under the API Credits. Here is the related post.Not able to find Account Name name which has special characters using api.
https://www.zohoapis.com/crm/v2/Accounts/search?criteria=Account_Name:equals:three&*() "Account_Name is three&*()".How can I search Users by email?
I'm trying to use this to make Users search: https://www.zohoapis.com/crm/v2/users/search?criteria=(email:equals:my@email) OR https://www.zohoapis.com/crm/v2/users/search?email=my@email But it's doesn't work~ How can I search Users by email? Please help me~Quote - larger products' images
Hi! Is there a way to product's image on quote get larger? It seems it's around 100x100px, we think it's só small.... I inserted it with selecting the image field from products' module. Tks PauloPicklist Dependencies between different modules (e.g. Leads and Calls)
Hi, I like to create dependencies between picklists from the leads module and the calls module. For example if the "Lead Source" field in leads is "Social Media" then there are only certain values available as "Call Purpose" in the calls module. AnotherDistinguishing between Zoho CRM and Zoho CRM PLUS
We are building application that utilizes Zoho CRM API and we have noticed that some things on Zoho UI pages are different for free CRM and CRM Plus (e.g. adding description seems to be available for any kind of Call in API, but UI, depending on whetherAccess denied error when refreshing API token
Hello, I have checked our logs and I noticed the following situation: 1) API token expires 2) we try to refresh it, the response is access_denied Example dates when this issue (access_denied) occurred: - Tue, 07 Apr 2020 04:44:49 GMT - Sat, 04 Apr 2020How to change or add custom Sales Order Owner
i was trying to update or add different sales order owner through php sdk api this is my code it shows success but no changes are made this is my code $record_id = 4080213000022405377; $moduleIns = ZCRMRestClient::getInstance()->getModuleInstance("Sales_Orders");Notifications API - Can't get details nor disable
I get a 204 No Content response when I try to get details of a notification channel: curl "https://www.zohoapis.com/crm/v2/actions/watch?channel_id=3583444281228&module=Contacts" -X GET -H "Authorization: Zoho-oauthtoken 1000.ccc3d1xxxxxxxxxxxxxx.bc7edxxxxxxxxxxxxxxxxx"How to set a lookup field by name
Hi, I am using PHP SDK in CRM, and I created a custom lookup field referring to the Accounts. The only way to search that field value is by (unique) name, and it should return an account. I tried something like $record1->addKeyValue('my_new_account_lookup_field',Does SDK automatically retries a few times before it fails?
Hi, I was wondering if php SDK in CRM automatically retries the request a few times before it finally fails? And if so, how many times? Secondly, is there a built-in method that can do this for me? Thanks in advance!Creating Purchase order through Integromat with Product Description
Hi all, Is it possible to create a purchase order through integromat which includes the product description field? I have two options when creating line items in the Purchase Order, i can either set the value for specific fields (second screenshot), orUpdating Pricing_Details on PriceBook using API not working
Hi there, Im encountering a problem updating pricebooks through the API. (for the sake of the length of this post i removed the `$approval`, `$review_process`, `Owner`, `Modified_By` and `Created_By` keys from the data as they are not relevant) Here isHow to get Zoho parameters within a Zoho widget?
I have a related list widget in my CRM that uses html to submit a file. <html> <head> <meta charset="UTF-8"> </head> <body> <form action="javascript:loadAPI(document.getElementById('fileSubmit'))"> <label>Upload a file</label>COQL Quote Query and Product details
Hi I am trying to establish if it is possible to use a COQL Query to collect Quote details along with the Products on the Quote. However, I cannot see an API name for the Product Details so I am assuming I have to use the related list somehow. UnfortunatelyHow to use NodeJS in a CRM widget?
I created a widget in Zoho CRM which uses html to function. I used the CLI (using zet) to create the widget in my local environment. The issue is that I'm trying to execute a piece of code in NodeJS that adds a new item to an AWS S3 bucket but it doesn'tAutoRefreshFields and PickListValidation settings
I am pretty sure I got this from an example somewhere: var config = new SDKConfig.Builder().AutoRefreshFields(false).PickListValidation(false).Build(); new SDKInitializer.Builder() .User(user) .Environment(environment) .Token(token) .Store(tokenStore)Cloud backup for CRM
This is an idea / feature request for ability to periodically export CRM backup to an external cloud provider, similar to Zoho Vault: https://www.zoho.com/vault/data-backup.html Alternatively I would help being able to access manual data backup programaticallyInternal Server Error is not a helpful response
There should be literally no one thing or combination of things API consumers can do to trigger a 500 or 500-series error. We're developers and we get that shit happens and sometimes the API chokes, but these errors are frequent enough that it seems ZohoGetting SSL certificate problem in Zoho API EU Domain while other domain (COM, IN) are working fine.
Hi, We have multiple Zoho clients (COM, IN, EU) from different regions, where we sync data from their other sources to their Zoho CRM. All API is working perfectly till 11/20/2021. But now only EU domain API (https://www.zohoapis.eu/crm/v2/Sales_Orders)I'm new. Need to pull Contacts/Leads with C# (ZOHOCRMSDK-2.1)
I've at most been able to setup a new app and have been searching and looking at sample code, but what I found so far either show me REST API code or C# code for another/older version of the .NET API. I am trying to query leads or contacts in the CRMZOHO CRM API V2 Retrieve Contact Owner
Hello. Very new to ZOHO API. I am working on a proof of concept script to retrieve Accounts and Contacts from ZOHO CRM using Python. I have decided to use COQL and build up a SQL Style query to retrieve the info I need as I need to wrap it in a WHERECan forms and auto-responders be abstracted to be re-used on multiple pages?
Hi, our site has approx. 30 products, each of which has its own manual. We have set these up in ActiveCampaign as lead magnets, where the user must enter a name and email in order to download the manual. Then leads are tagged accordingly and passed onhow to create popup in Zoho CRM sales order module by deluge?
how can I create popup by another module in Zoho CRM using deluge like this: openUrl("#Form:Popup?CRM PHP SDK How to get a record by external id?
Hi, I have two questions: 1. I am using PHP SDK v5.0.0 and couldn't find an example of how to get a record by using only external id. For example my external id is named "MY External ID". Can you please give me an example of the method by using SDK? 2.API: Accessing over 200 records
Hello, I am trying to access my field's data within my "Leads" Module using the API. I noticed that, unfortunately, performing a GET request is limited to 200 records. Is there another way to do this where I can have access to all of my records (I haveWebhook body contains JSON despite selecting Form-Data
I have a webhook configured to send a post request with Form-Data as the body type: When receiving the webhook, the content-type says `x-www-form-urlencoded` as I would expect, but the actual body comes through as JSON. Content-Length: 307 Accept-Encoding:Extension pointers for integrating Zoho CRM with Zoho products #5: Manage your Zoho CRM project deals with agile methods by integrating Zoho Sprints
Sprints play a critical role in agile methodology as they involve breaking work down into smaller, deliverable, and implementable pieces to ensure smooth, frequent, and timely delivery. Zoho Sprints follows the agile project management process. The diagramNo ContentHTTP 204 There is no content available for the request (Quote
URGENT* I’m hitting the API(s) to product information from a specific quote but It isn't sending a response. API endpoint: https://www.zohoapis.com/crm/v2/Quotes/search?criteria=(Quote_Number:equals:*************) It returns: No ContentHTTP 204 ThereZoho CRM Insert Record using JSON / Coldfusion
Having eventually figured out the Zoho OAuth authentication, I'm now faced with trying to debug their error codes when attempting to insert a new record. olansi air purifier <cfsavecontent variable="JSONData"> { "data": { "Last_Name": "Smith", "First_Name":OAuth2 API: Better document oauth/user/info
Hi there! I have been searching for very long time now to find out how to get some current-user info after a successful login. This piece of information is rather important when it comes to integration with other services. And after I finally found it, I ran a Google search on it. It is just mentioned once in the documentation, as an example request to demonstrate how to use the access token. This should be documented as the other endpoints: Description Request Response With best regards and haveWhere to store details
I am coding in C#, .Net Core v6. I have this code in an (my) API Application that will be used by another application (or possibly multiple other applications in the future): Token token = new OAuthToken.Builder() .ClientId("1234567890") .ClientSecret("2345678901")Zoho CRM convert lead api not working for me.
Hi Zoho Community I want to use Zoho CRM's convert lead API in our backend server to convert lead to deals. I am passing the following input: { overwrite: true, NotifyLeadOwner: true, Deals: { DealName: "SanikaNot getting access token
I am coding in C# .Net core 6. I have installed the SDK (ZOHOCRMSDK-2.1). I have this code in program.cs: var logger = new Logger.Builder().Build(); UserSignature user = new UserSignature("user@email.xxx"); Com.Zoho.Crm.API.Dc.DataCenter.Environment environmentNext Page
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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
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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
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