Campaign (CRM Module) Built-in Report - Exclude Deals associated to the Contacts - Can be set through API / Deluge?
By The Grace Of G-D. Hi, How you all doing? Is it possible to set the Built-in Report in Campaigns module to "Exclude Deals associated to the Contacts" through API or preferably using deluge? Thanks for your time and help!Who else is fed up with Zoho's API limits on ZoomInfo
I 'm a Zoho One/Enterprise CRM client. I use ZoomInfo religiously for its data. When I export 25 contact records, generally, the full 25 contacts are accepted by Zoho. If I add just one more, and my request is for 26, generally, only 1 contact is acceptedAPI endpoint for Azure functions
Since I can't get a response from Zoho support, I thought I would try the community. I have an Azure Function that will run on a time interval and push leads to CRM. I don't have a URL as it is not browser based so I thought the non-browser option fitHow to get Contact Role Name via api 2.0
HI! How can I get Contact Role Names via api 2.0? Or list of Contact roles? I made request for getting contacts roles from deal: https://www.zohoapis.com/crm/v2/Deals/3607109000000187067/Contact_Roles But I see Id of Contact Role without Name (e.x. Developer/Evaluator or Decision Maker)Print Sales Orders, Purchase Orders or Invoices from API
Hello, Is it possible to use the print option that is available in Sales Orders Purchase Orders and Invoices with the API?. I don't see any information in the docs about this. ThanksAPI for a third party database
Hi there! I'm interested to find out if anyone has implemented an API solution that connects Zoho CRM to a third party database which allows them to display the records in the database as a dropdown list and then once an option is selected be able pullField Value inside of CRM Fails to change after calling UpdateRecord from Creator when using Zoho integration
Hi, I am trying to call the zoho integration to change a field found on a Contacts record with updateRecord, however, following the documentation, it does not seem to change. Here is my code: obj = {"Last Name":"ahhhhh"}; zoho.crm.updateRecord("Contacts",4968032000000338191,obj);Zoho CRM Crash Course for Programmers
Hello everyone, I have created a Zoho CRM Crash Course for Programmers on Udemy. Here is the course description from the Udemy site: This course is intended as a crash course for programmers who want to learn the basics of Zoho CRM quickly. Why I createdCan we use getRelatedRecords to access the Actions_Performed inside SalesIQ visits?
Inside the Leads module, I have the following information when I click on a Lead and see their details. I am able to get high level information about the Visits module using the following deluge script command: visit_records = zoho.crm.getRelatedRecords('Visits_Zoho_Livedesk','Leads',record_id);Combine Python SDK and Extension in one Marketplace application?
Hi there, We have already got a functioning ZOHO CRM Python SDK instance running to push and pull data to and from a Third Party app. However, we also want to make some interface changes, ie. custom buttons and modules to the ZOHO CRM interface - LooksZoho CRM Notification API does not send notification for Leads and Deals
Dear Zoho community, we are experiencing a weird problem when enabling Zoho notifications via the Zoho CRM API. We are able to successfully enable Zoho notificiations from the Lead, Deal and Contact module by calling this endpoint, see https://www.zoho.com/crm/developer/docs/api/v2/notifications/enable.html .Kaizen #14 - Notification API
Hello everyone! Welcome back to another week in the Kaizen series! This week, we will discuss the Notification API in detail. What is a Notification API? Notification API allows you to get instant notifications whenever an action is performed on the records of a module. The system notifies you of the event on the URL you provide. You can also enable notifications based on a specific operation like create, update, or delete. Channels for notification You can create individual channels to 'watch' setAuto populate lookup field
Hello, I am trying to achieve the below and I am not sure what would be the best approach. Can you please advise? I have created a new CRM custom module named "Investors". Some of the fields within this module are lookup fields called "Adviser" and "AdviserHow to create activities with current user logged in using zoho crm.
Hi, I am practice with Zoho CRM for doing some third party integration but I am facing problem when I logged-in with new user and I am going to create activity for calls record but when I checked activity created with CEO details (Like parent detailsGet Contact Image
Hi, I would like to get my Contact Image via API, this is my url https://www.zohoapis.eu/crm/v2/Contacts/129152059d2fbdbd2aefd57746c646aeb0d82588e3741fa5400157aca884b0bd5f805f82e53c3315a24b64d7af30964e7f2029775466412ab19bb7a52fccb345451564faf637da96c2174eef9868b410/photoMANDATORY_NOT_FOUND
Hi, Here's the API https://www.zohoapis.com/crm/v2/functions/upsertlead/actions/execute?auth_type=apikey&zapikey=SOME API Can someone help me with this? Here's my error. { "code": "success", "details": { "output": "{\"code\":\"MANDATORY_NOT_FOUND\",\"details\":{\"api_name\":\"Last_Name\"},\"message\":\"requiredZoho crm api v2 - getting records with Query Map
Hi. When I want to get a record (Let's simplify it and say that for now I am only interested in Leads), I am getting this error response: { "errorMessage": "Only 'AND' operator is supported. Found a(n) 'OR' operator in the search expression", "providerMessage":integration with an external system
hello dir do you have api to integration with external system ?CRM API V2 Python Example Needed
I'm new to Python but was able to create an API connection using API version 1 to my Zoho CRM. I've tried for the last two days to write a Python script based on API version 2 but having a very difficult time. I've tried to use the examples in the API documentation but its just not working. I was hoping that someone could show me from start to finish how to write a very simple Python script to display a list of modules. I'd like to see how the API is initiated and how it makes the header calls andSearch records API: Include converted records
Hi. I was using the search records API (because I need to use criteria) and to my surprise there are some Sales Orders that have been converted to invoices that are not being returned by the API. I see that in Get Records API there is an option to recoverWho_Id in Activities
Hi there, I get fields for creating activities from Zoho CRM API. Then, It is returned "Who_Id" text of which is "Contact Name". But, the type of "Who_Id" is bigint. When I see this text "Contact Name", I write a name generally. But, I get an error thatUsing 3rd party API for Zoho CRM integration
Does anyone have experience with using 3rd party APIs for Zoho CRM development? I'm building an external application that needs to connect to my clients' multiple resources, including Zoho. The unified approach is attractive, but I'm concerned about performanceAdd Invoice CRM API
Hey guys, There seems to be very little documentation about inserting invoice through API in ZOho CRM. I am trying to push this data: $fields['data'][0]= array( "Subject"=>"Development Work", "Invoice Date"=>date('Y-m-d'), "Account Name"=>'NetONWordpress HTTP request for insert the form data in Zoho CRM as Leads.
I am making a WP plugin there I used a form, where I will input data , I want to show all data in Zoho CRM . What is the HTTP request structure??Unable to map CRM task to a record
Use case: I want to programatically create a call for a given Contact (has a record id) and at the same time, the call is related to a Deal (another record id). This is easily possible when creating such task in the CRM UI. It should be possible programaticallyBulk Read Job - Export Pick List Reference Values?
In the csv file of a bulk read job the exported value is the "Pick List Option" value. Is it possible to get the "Reference Value" in the export?Extension Pointers for Integrating Zoho CRM with Zoho services #2: Handle and manage your Zoho CRM cases efficiently by integrating Zoho Projects and associating cases with tasks
Integrating customer relationship management and project management contributes to the development of an overall effective business management strategy. You can integrate Zoho CRM and Zoho Projects through extensions to achieve your desired functionalitiesOrg-specific OAuth2.0 Tokens in Zoho CRM
Hello everyone! This post is to inform you that there is an update to the OAuth2.0 flow for CRM while generating the authorization code (grant token). Web-based Clients The Current Flow The user clicks the Login with Zoho button on any third-party app. The app redirects the user to the Zoho Login page, and the user enters the Zoho credentials. A pop-up, similar to the one below, appears asking for the user's consent that the app wants to access certain user data. When the user clicks the Accept button,Kaizen #34 - API Credits
Hello everyone! Welcome back to another post in the Kaizen series. We will be discussing an interesting topic this week - API Credits. In this post, we will cover the following. 1. What are API credits? 2. Add-on credits and pricing details 3. How are the credits deducted? 1. What are API credits? Zoho CRM consists of different editions to cater to its wide range of customers. Each edition in Zoho CRM has a limit associated with it, called API Credits. The system uses API credits to track API usage.Triggering Microsoft Power Automate with CRM Webhook issue
Hi, I've created a webook calling a Microsoft Power Automate Flow (HTTP Trigger URL). Everything is working fine when the power automate flow is running on Microsoft server in the US (Ex: https://prod-187.westus.logic.azure.com). However, when the exactAPI Oauth v.2 with cURL PHP
Hi, I need to repost this question because my last one got marked as "Answered" but it is not.. I would like to know why my cURL PHP call is not working. Am I doing something wrong here ?. url = https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.users.ALL&client_id={client_id} &response_type=code&access_type={"offline"or"online"}&redirect_uri={redirect_uri} If it's possible, can someone tell me why my cURL call keep returning me this error Note: I know for a fact the URL is working. If I copyWidget works in sandbox but not in Production
Hi, Today we push a new widget to production. We have a button to access it and work well in sandbox. But in production we don't know why it doesn't show at all. We click on the button and nothing happens. We resend the file but nothing change. It seemshttps://accounts.zoho.eu/oauth/v2/ endpoint returns 500
as titleAdd (related) record(s) to Campaign programmatically
Hi, how can I add Contacts (or Activities) to a campaign (in Zoho CRM) programmatically (using Deluge script)? I can retrive the related records once they are already there (getRelatedRecords), but how can I add them? ThanksHow to use Rest API with nodejs for Zoho CRM
Hi I am new to Zoho CRM. I can't make a connection with Rest API , please explain me how to use it with step by step.Kaizen #36 - Tasks #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss adding, updating, and deleting Tasks. A task is a specific piece of work that is usually time-bound. In Zoho CRM, tasks are listed in the record's Home page,Data_Processing_Basis in CRM consent management REST API
The official documentation for storing GDPR consent programatically through REST API is incorrect. The example POST / PUT payload on https://www.zoho.com/crm/developer/docs/api/v2/gdpr-compliance.html: "Data_Processing_Basis_Details": {Use a specific quote model according quotes field (or layout)
Hi, Is there a way to use 'by defualt' a specific quotes models (assuming we got several) according a specific quotes field or layout ? Thanks for your help EmmanuelDrupal Webforms with Zoho
Hi, I have been working with your webforms and noticed that they are not as flexible as Drupal webforms. I was wondering if you have a module to connect your web forms with Drupal webforms or provide some documentation to connect to your CRM API. AnyCustom field for CRM attachments
I'd like to add custom meta information to my attachments in CRM, e. g. attaching a custom value to a contact attachment. It does not seem like attachments specifically are customisable? What would be the best way to do that?Next Page
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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
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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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