Extension 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 required
How 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 there
ZOHO 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 method
Extension 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 how
Zoho 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=1515388000000113137
Setting 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","1st
REST 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 get
Sort 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, the
How 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 this
ZohoCRM 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_EXCEPTION
How 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,Phone
ID 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 picklist
Unable 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 user
How 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?
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. Ken
Extension 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 Zoho
How 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 version
Adding 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 it
CRM - 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 Paulo Moderation Update (February 2026): We have a separate post
Picklist 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. Another
Distinguishing 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 whether
Access 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 2020
How 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 $record1->addKeyValue('my_new_account_lookup_field',
Does SDK automatically retries a few times before it fails?
Hi, I was wondering if php SDK in CRM automatically retries the request a few times before it finally fails? And if so, how many times? Secondly, is there a built-in method that can do this for me? Thanks in advance!
Creating Purchase order through Integromat with Product Description
Hi all, Is it possible to create a purchase order through integromat which includes the product description field? I have two options when creating line items in the Purchase Order, i can either set the value for specific fields (second screenshot), or
Updating Pricing_Details on PriceBook using API not working
Hi there, Im encountering a problem updating pricebooks through the API. (for the sake of the length of this post i removed the `$approval`, `$review_process`, `Owner`, `Modified_By` and `Created_By` keys from the data as they are not relevant) Here is
How 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. Unfortunately
How 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't
AutoRefreshFields 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 programatically
Internal 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 Zoho
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