PHP SDK in CRM: can the logger be configured to output to stdout or stderr, instead of being an instance of com\zoho\api\logger\Logger
Hi, I have a few questions for you: 1. When I try to use a different logger, using php SDK with Zoho CRM, I get an error message Argument 1 passed to com\zoho\crm\api\InitializeBuilder::logger() must be an instance of com\zoho\api\logger\Logger For someone
zoho.crm.searchRecords No longer returns records when passing multiple criteria
Using the following criteria zoho.crm.searchRecords("Subscriptions","(Next_Bill_Date:equals:" + this_week + ") and (Related_Store:starts_with:Roch)",1,200); I was returning the appropriate records yesterday. Today when using the same criteria no records are returned. When I search only using 1 of the criteria I do get results. I'm wondering why the (and) no longer works.
Cliant Script is blocked by Japanese National Tax Agency Server.
I am writing a code to access the corporate number WEB-API of the Japanese National Tax Agency in a client script. So...Error found. like this Access to fetch at 'https://web-api.invoice-kohyo.nta.go.jp/1/num?id=KMKmyQSJV9bKa&number=T8040001999011&type=21&history=0'
Typeform and Zoho CRM
Hello Has anyone had any luck integrating typeform form into Zoho CRM contacts. I am aware that there is Zapier but was hoping for a free service. We are enterprise on Zoho CRM. Any help would be gratefully received.
Find Contacts related to Account
Is there a way I can find all the associated Contacts to an Account in the Accounts get records API ?
Populate a dropdown list from an API source?
Hello, I would like to populate a dropdown selection on for a new lead based on a list of choices from an outside API source. Essentially we will be selecting the type of vehicle a new lead has based on several filtered dropdowns. Select the Maker (i.e. Ford, GMC, Dodge, etc). Select the Model Select the Year The list is very large and is updated constantly due to new vehicles coming out. Is it possible to do this?
HTTP Status 401 - Unauthorized Access
Hello, I just signed up our company with Zoho CRM. I followed the confirmation link and attempted to login to the CRM site. We get the following error page on two different computers running IE and Firefox. HTTP Status 401 - Unauthorized access type Status report message Unauthorized access description This request requires HTTP authentication (Unauthorized access). Apache Tomcat/5.0.28What do I need to do?
Zoho CRM C# API LogIn
Hi guys, I hope you can help me with this one: I’m developing an App using Unity3D (the game engine, which uses C# and JavaScript) and so far I’ve been able to access the Zoho CRM API correctly, getting refresh and access tokens, making GET and POST requests.
Regarding pkl file for the Python SDK
Hello, We have one pkl file associated with one of the users. But when we tried using the same pkl file with another user of the zoho CRM, we faced an error while accessing the zoho CRM from our python codebase. Do we need separate pkl files for different
Zoho Crm API insert doesnt trigger WorkFlow
Hi We are using the Zoho CRM with a third party application and using API. We have created a workflow Rule to send an alert on creation of a Lead. It's working fine when we create a lead directly into Leads but it's not send an Alert/mail when we insert a Lead thru the API. Any help will be greatly appreciated! Thanks!!
Can I upload an email via the API?
Is is possible to use the API to upload an email to Zoho CRM? I have a large number to upload so using the addin for Outlook will be too time consuming.
There appears to be no way of deleting an unneeded service after deleting it's associated connection
Hello, After a few attempts I was able to successfully create a custom OAuth2 connection for Commerce since the scopes are seemingly unavailable under the regular Zoho OAuth connector. However... It appears that while I can delete the extra connections,
User Activity
iS THERE AN API THAT WILL RETURN THE HISTORICAL DATA ON USERS ACTIVITY on zoho?
Zoho crm insert api is not working
Hello all, I am having issue in inserting data through post api in Lead . I am getting this error: object(stdClass)#2 (4) { ["code"]=> string(22) "AUTHENTICATION_FAILURE" ["details"]=> object(stdClass)#3 (0) { } ["message"]=> string(21) "Authentication
Authentication error, Error 401
Hi guys, I have been trying to use your api services to add leads that would reflect on my CRM dashboard. --I am doing a POST request on url - https://www.zohoaaapis.com/crm/v2/leads. I have also provided my access token under header for "Zoho-oauthtoken"
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: From
Widgets
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 anything
oAuth2 - 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 in
Listing 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 get
Authorising 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 in
How 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 the
invalid_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. We
Extension 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 a
Connection - 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 a
Need 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 happy
Does 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 try
Extension 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 establish
Should 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 that
Fill 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 creator
Zoho 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 always
reaching 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 ok
Zoho 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 when
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