Workflow rules not working
Hi guys, Hopefully, you'll be able to help me with this one. I've got two custom modules and work with the Deals Module as well, all of them have 3 different layouts matching fields: Contracts Sites Deals I made a Workflow rule to update records: FromWidgets
Hi I am new to the Zoho CRM and I see that people go on about widgets I am unsure what widgets really are, I was wondering if anyone can help or advise what widgets they use in their CRM. I am in insurance so I am always booking appointments etc so anythingoAuth2 - Get proper api_domain for developer account connections
Hi I found a question related to the oAuht2 flow for ZohoCRM. Is there a way to get api_domain from the /oauth/v2/token service having https://developer.zohoapis.com path, like for zoho.com accounts? Seems even if the developer account is selected inListing all Attachments is no longer working
We used to be able to use the following url to list all the attachments: https://www.zohoapis.com/crm/v2/Attachments The following error is now being returned: INVALID_URL_PATTERN: Please check if the URL trying to access is a correct one How can we getAuthorising tokens with PHP-SDK
Hi, My application uses PHP-SDK to create access tokens, using my refresh token. Everything works fine but I think it isn't correctly setup. I can authorise and access the CRM and make API calls, but the problem is when I try to make further calls inHow do I generate access token to use in a flutter app?
I am making an app where I will be able to login with a firebase email and password if that email matches any email in the CRM users database. How do I generate a access token so I can fetch users? This is what I have so far: I am attempting a post request.Update a related record
We have added an "On Behalf Of" field (lookup field to Accounts) to the Sales order for Agencies or Head offices that are booking on behalf of one of their clients or child companies. However, we're using canvas to only show the related records on theinvalid_response_type when trying to do server-to-server auth
Following the guide at https://www.zoho.com/crm/developer/docs/api/v2/self-oauth.html and I make the following request with `axios` via nodejs: { url: 'https://accounts.zoho.com/oauth/v2/token/self/authtooauth', method: 'POST', data: { client_id: '1000.790EWJK06E04Y2DYNGTXDNMNF2UIZH',Calling a standalone function via API not wroking
Hi, I've defined a standalone function called test_function to which I'm doing a POST requset via Postman. Getting this error: { "code": "INVALID_TOKEN", "details": {}, "message": "invalid oauth token", "status": "error" }CRM Developer needed for a small project
Hi, We are a small business planning to provide disability services in early next year. We need a developer to do bit of customization in CRM and then integrate it with Zoho books at this stage. Please share some good developer's contact details. WeExtension Pointers #16: A way to sort through the stack and find a solution that works for you
Throughout the 'Extension Pointers' series, we've seen the features available in Zoho Developer platform that are helpful in building extensions for business needs. In this post, we've listed all of them for your quick reference. This will serve as aConnection - Invalid Operation Type - Scope does not exist.
We are trying to connect CRM with Books to replace Authtokens, but seem not able to connect as we get the above message after clicking proceed. Anyone else know how to fix this?Extension pointers for integrating Zoho CRM with Zoho products #4: Handle and keep track of your Zoho Mail for deals within Zoho CRM
Regular email communication with Zoho CRM contacts, before or after signing or closing a deal, is a key component of effective customer relationship management. Having a separate section within the record page in Zoho CRM for emails associated with aNeed to empty a Zoho CRM field when a contact is updated using the API
When updating a Contact record using the Zoho APIs, a field that has data needs to be cleared if there is not data for that field when the record is updated via that API. I've tried this with both Gravity forms and Zapier. Here’s the scenario and example:desk-mailer's reply doesn't follow the "Reply-to" of the inbound mail
desk-mailer replys the inbound mail uses the "From" instead of "ReplyTo" field. Expected behaviour should be replys to the mail addressof "ReplyTo" field.How to add product list to account from sales order?
Hello I would like PLEASE, that if i am having a sales order then the products from this sales order will be listed in the account that belongs i have enterprise addition and i have made custom apps in creator but can not do this, I will more then happyDoes it take time to build an in-house integration for Magento & Zoho CRM?
Hi guys, We are selling furniture and plan to move from Salesforce into Zoho CRM to manage & follow-up with my customers. We previously used this magento salesforce integration but now we wanna build an in-house integration for Magento & Zoho CRM. Some fields we plan to build for matching between 2 systems: - Email - Purchase date - Shipping address And about 5 more fields we are considering. How much time do you think it will take to build an in-house integration as this is the first time we tryExtension Pointers for Integrating Zoho CRM with Zoho services #1: Registering the Zoho service and getting credentials to create a connection
Integrating and connecting different applications used for business solutions enables the user to manage all their work from a single location. In this series, we'll look at how you can use an extension to connect Zoho CRM to other Zoho services and establishShould Territory be assigned to a new account created via the API?
If I create an account manually, the territory rules are run automatically and the new account is assigned to a territory. However, if I create an account via the Zoho API, the territory rules are not run automatically. Is there any way to specify thatFill values from account when selected
Is there any way to fill values into a new item (Quote, Deal, Sales_Order, etc.) when the Account is changed. I've tried using workflow rules, but they don't seem to be working the way I'd expect. And I can't find any sort of equivalent of the creatorZoho CRM REST API Search records with special characters
Hello, I am struggling to search records in Zoho CRM, which contain special characters in the fields I am comparing to. I am using the REST API of CRM so search Accounts based on the Account_Name. The documentation also provides a lot of information,Unable to update a deal for the first time using REST API
We are able to create a deal successfully using the REST API. According to our logic, if a deal doesn't exist we use the create deal API to create a new one. Else update the deal if it is already present. We use a specific id as a property that will alwaysreaching endpoint in my nodejs
hi, I have. this route in my node.js router.get('/health', async (req, res, next) => { res.send({ msg: 'healthy af' }) } I tested that route with postman and. it works fine. Now I want to call that api in zoho using custom function header_data = Map();not able to install zoho_crm_integrazion
Hi, i try to install zoho crm integration for the website of my company but i can't do. my website is developer in Drupal 9. I try to install ( https://www.drupal.org/project/zoho_crm_integration ) via "module install" and installation seems to be okZoho Web Lead form not saving 'Enquiry Status`
Hi all. I have created a Webform to capture leads from our website. Most of the fields are working fine, however, the 'Enquiry Source' field doesn't seem to work and it always saves as 'Not Qualified'. It does not matter what this field is saved as whenZoho: Deluge: Does anyone know of an offline-syntax checker for Zoho Deluge code?
Does anyone know of an offline-syntax checker for Zoho Deluge code? Background: I often write/modify deluge code in offline editors like vim, emacs and nano because I'm used to their keyboard options. Then I paste the code back into the Zoho Deluge editorAPI calls to fetch report metadata and to run/export a report
Hi Is it possible to fetch report data from Zoho CRM using the CRM API? We have very similar requirements to those outlined here: https://help.zoho.com/portal/en/community/topic/zoho-crm-api-getting-all-report-names-with-the-corresponding-report-folder-name Is there any other way to achieve the same thing e.g. through the Reports API? Is this on your roadmap? Many thanks, KevinExtension Pointers #9: Configure a Webhook to handle real-time updates between Zoho CRM and SurveyMonkey
While seamless data exchange is possible between Zoho CRM and third-party applications using connectors or custom variables as the binding knot, managing data updates in real-time lies a step ahead. Webhooks can help with this, as they serve as web callbacksDifferent variable values for different users
Hello there, I am creating an extension for Zoho CRM. And I was wondering if there was a way to store a user entered data somewhere in the user's Zoho CRM scope (I mean a different value for different user) There is an input that takes in a key, for example.Profile API returns category `false` but documentation suggests it should be `true`
Hello everybody. First of all, I want to say that the interface for previewing posts in this forum is pretty bad. The way to return to Edit mode is that arrow on the top left, which I didn't know whether it was for "back to edit" or "back to previousKaizen #19- C# SDK
Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss the C# SDK. What is the C# SDK for Zoho CRM? C# SDK allows you to create client C# applications that you can integrate with Zoho CRM, effortlessly. It serves as a wrapper for the REST APIs, thus making it easier to use the services of Zoho CRM. Here is a sample of how the SDK acts as a middleware between Zoho CRM and a client C# Application. What can you do with the C# Software Development Kit? You can use C# SDK toSDK behaves differently when run from different locations
Hi, I am using the C# SDK v3.1.0 (ZCRMSDK) and experiencing different behaviour when I run it from two different but identical servers (using the same code and same database). From one server I receive the following error when trying to update a ChoiceUser guide about client script!
Hello every one! I want to find some example code about client script or some document to referece about it. Thanks for your help.Multi-Select Lookup
I'm using python sdk 3.x.x I can't find documentation on how to update Multi-Select Lookup in a record ro = RecordOperations() request = BodyWrapper() record_list = [] record = Record() record.set_id(record_id) record.add_key_value(record_field, '??')Widget
Hi, I would like to add a section in the Accounts tab that will show an iframe of a widget we already have. We just need to pass to the iframe source the account name as a parameter. I couldn't find any information on how to do this. Is this possible?Extension Pointers for Integrating Zoho CRM with Zoho products #3: Keep track of your Zoho Desk tickets from within Zoho CRM
Operating a business necessitates complete management of all individual units in order to achieve smooth operations. Working with a CRM solution and handling support-related tickets are two critical units that must work together for a successful outcome.Kaizen #33 - Triggering Workflow Rules, Approvals, and Blueprints via Zoho CRM API
Hello everyone! Welcome back to yet another post in the Kaizen series. This week, we will discuss Triggering Workflow rules, Approvals, and Blueprints via Zoho CRM API, while inserting, updating, or upserting records. First things first—What are Workflows, Approvals, and Blueprints? Workflow Rules: Using workflow rules, you can automate a set of routine actions and communication like sending email notifications, assigning tasks, field updates, and so on. Approvals: Using the approval process, youPOST Information
Hello, We would like to give a third party provider the ability to post over to our CRM. What would be the best way to go about this?How to insert a Choice field value into a new lead
I am inserting lead info from another data source. My code below worked perfectly until I tried to add a lead source. From the source data, "LeadSource" is a string. In CRM.Leads I assume because its a dropdown field it is a Choice<string>. How doOAuth Self Client Scope definitions
I am trying to setup the API v2 OAuth using "Self Client" as we do not have OAuth2.0 setup yet, but we don't want ot develop any API calls with the soon to be depreticated ZOHO ApI v1. I am on teh API document: https://www.zoho.com/crm/help/api/v2/#oauth-request and under "Step 1: Register your application" It shows the "Self-Client" it says: "In case the user does not have a domain and a redirect URL, the self-client option can be used to get access token." Where is there a list of the Scope(s)?Next Page
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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
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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
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.
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