problem in api V2 ZCRMRestClient in python 3
hi. i'm getting "NameError: name 'ZCRMRestClient' is not defined" after i did everything the guide askes... im tring to use SDK for python, im tring to run : ZCRMRestClient.initialize() oauth_client = ZohoOAuth.get_client_instance() grant_token="grant_token" oauth_tokens = oauth_client.generate_access_token(grant_token) that do i do?Record Upsert Operation Periodically Returns HTTPS Status 100 and No Details
Hi, We're using the v3 PHP SDK and we've developed a script that periodically queries our user database for updated existing entries and new entries then upserts using the Records API in batches of up to the maximum of 100 at time. Some of the time,Problem with second subform in quotes while trying edit the PDF model
Hi, My quotes have 2 subforms as some products are really different with differents subitems that can't be merge. It is OK in quotes module but when trying to design the model for creating the quote as a pdf, I can't find this secondary SUbform. The firstUsing Zoho as a Service Provider with Salesforce as an Identity Provider!
Hello all, I have been trying to establish a SSO between Salesforce (IDP) and Zoho (SP), I did everything as shown on internet yet, when I click on the Zoho org in my Salesforce Org, it throws me to login page, and in case I am already logged in, onlyHelp with Bulk Write API - Accounts Module with custom layout
We are trying to update our Accounts module via Bulk Write API for the first time, to test it we prepare a CSV file with only 2 records Layout,id,IM_Balance,Ingram_Micro_Line_of_Credit Zoho 3.0,1118734000025841001,1.000000,1.000000 Zoho 3.0,1118734000025841001,1.000000,2.000000HOW TO Get Related Records from Zoho CRM with custom module ?
Hello, I dont find any réponse, how to get all related Records of a custom module assigned to account module ? My code : lst_contrats = zoho.crm.getRelatedRecords("Contrats", "Accounts", account_id.toLong()); Contrats is my custom module And Each contratSandbox API with Python SDK
Hi! I'm currently looking to run some tests using the sandbox with Python. I managed to configure the sandbox by creating a new secret under https://api-console.zoho.com/ but investigating a little bit I saw the SDK has an option to use sandbox by configuringAssoicate duplicate leads via workflow
Hi, I have a use case where a user has to create leads (via web to lead) from 2 separate website. I would like to create a workflow that associate the 2 leads when form 1 and 2 is submitted. I can use the email field to assoicate the two leads. Thanks!Zoho error “`400 Bad Request`”: mandatory param missing
Trying to make search record api call but giving error "mandatory param missing" even specifying phone in form_params. unionwells france public function execute(){ $client = new Client(); $phone = 9XXXXXXXX9; $token['Authorization']='Zoho-oauthtokenPass record owner form Zoho CRM to Zoho Forms and back into Zoho CRM
Hi all We have 2 modules setup in the CRM. What we want to do it is pass the record owner from the first module to a Zoho form which is currently integrated with the second module. At the moment the form's details get inserted into a new row in the secondHow to make a call to zapier to collect (get) a parameter and with this parameter will create a zoho record?
does any one know how to: How to make a call to zapier to collect (get) a parameter and with this parameter will create a zoho record? Im trying to have a 3rd connection without using my php code. unionwells germany I have an API im using, i need to getinvalid_client_secret at the time of generating refresh token
{ "error": "invalid_client_secret" } i am getting this type error while requesting from postman client_secret is is correct still i am getting this type of response from server. thanksWorkflow for changing US state names to state postal abbreviations
Currently we have a workflow that automatically corrects the country fields any time anyone enters "US," "us", "USA", "usa" or "United States of America" to the standard "United States." This works great. However, in order to accomplish this I had toExtension pointers -JS SDK series#9: A look at multiple JS SDK API methods and their potential uses in different scenarios for widgets
Throughout the "Extension Pointers - JS SDK" series, we've demonstrated a wide range of APIs, their usage, and how they can be implemented in a widget, along with working examples. Let's look at a consolidation of all the APIs in this post, to get a quickGet option list using the API
Hi, My team wants to display in the frontend the list of possible options for a specific field in Zoho. Unfortunately I don't see a way with the API to get this list. In the edit fields function you can access this list using the edit properties overCreating a new Zoho CRM instance
Hi, Our team is currently using Zoho CRM to manage sales. Recently we have been developing a new mobile application that connects to the CRM API and handles some business processes. Due to this new use case, we would like to have a production and a developmentIncrease the maximum number of records in getRecords method?
Right now we are only able to obtain 200 records from any module using getRecords. Reading through the forum I see there used to be a getAllRecords method, but that is not in the documentation anymore. We would like to be able to specify, say, fromIndex = 1, toIndex = 1000. Is this possible?Zoho Access Token
I've read this page and I've got a few questions about the validity of access tokens. If you could answer the following that would be great: "You can generate a maximum of 10 access tokens from a refresh token in a span of 10 minutes." - Does this meanInserting into lookup fields via bulk write api
Hello, Our firm is migrating the data from a previously used CRM to Zoho. So we need to properly map the contact with deals and deals with price books. I am using bulk API to do so and the problem I am facing is that there is no documentation available{"error":"access_denied"}
I am trying to generate Access Token using the URL: https://accounts.zoho.in/oauth/v2/token and sending {"client_id"} {"client_secret"} {"refresh_token"} {"grant_type"="refresh_token"} in parameters in the response I am getting {"error":"access_denied"} ans sometimes {"error":"invalid_code"} Even if I am trying to generate the access token for the first time I am getting these errors for different zoho crm accounts. Please suggest if I am doingWhy do i got 401 error server response?
followed by instruction, I was created Self Client and generite token with ZohoCRM.settings.modules.READ scope. after php request i got this array(4) { ["code"]=> string(13) "INVALID_TOKEN" ["details"]=> array(0) { } ["message"]=> string(19)Closing_Time field not available in `/crm/v2/deals` endpoint
Hi, We are using Zoho CRM REST API. We get deals using this endpoint : `/crm/v2/deals`. We are successfully getting response but I noticed that `Created_Time` field is not available anymore? Is this field renamed or something? Regards, BryanJoin in COQL request
Hello everyone, I try to do COQL request with the "G-Connector - Zoho CRM" plugin for Google Sheets. My request worked during severals months, but doesn't work any more now. This what I try to do: SELECT Id, Account_Name.Account_Name, Deal_Name, Amount,Attach file to a note through the API
Hi! I'm currently developing a service which creates and updates records in Zoho through external web forms. Now I'm wondering if it's possible to attach files (images) to notes through the API. I've created a function which uses the uploadFile method,Record Layout and API
When inserting new records via the insertRecords api endpoint, is it possible to specify a 'Layout' to be used for the new record? I've tried passing it as a string, but that fails Error 4500: Problem occured while processing the requestAPI Oauth v.2 with cURL PHP
Hi, I would like to know if first, is it possible to call this URL with cURL PHP 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} Note: I know for a fact the URL is working. If I copy and paste it in the browser, everything is fine. If it's possible, can someone tell me why my cURL call is not working and keep returning me this error Uh, oh! Server error occurred Looks likeAdd Buttons & Links to Layout Rules
It would be very helpful include Leads and Buttons in the Layout Rules. Basically, we want to hide/show buttons based on a deal's stage. Doesn't seem to be possible right now.Writer Mail Merge Custom CRM Fields
I've created a custom module (module A) with custom fields. One of those files is a multiple select lookup, which does a lookup from another custom module (module B) with custom fields. When I create a mailmerge template for Module A, it shows the abilityZoho Sandbox Roadmap
Is there a planned update to Zoho CRM Sandbox to migrate test data from production to sandbox? This is a must-have feature for the sandbox to be truly useful, and currently the recommended path of exporting and importing individual modules is incomplete. It fails to import lookup fields successfully (as lookup fields are exported as Zoho ids, however there is no option to specify Zoho id of records created through importing in the CRM. if you try to import a number of modules (with various lookupCurrent user API (users?type=CurrentUser) returns 403
We are using Zohocrm api v2 for getting currently logged in user. It works fine most of the account. But we are getting 403 for one of the user account. URL https://www.zohoapis.com/crm/v2/users?type=CurrentUser HEADERS {Authorization=Zoho-oauthtoken 1000.786ecda99xxxx} Response {"code":"NO_PERMISSION","details":{"permissions":["Crm_Implied_Api_Access"]},"message":"permission denied","status":"error"} Response Code 403 Note: From the sameUpdate subform field from the line item's lookup value
Hi Everyone, I'm trying to find the right way to update a field on a line item of a subform from the lookup of that line item. I.E I have record with a subform of products and pricing. When i create a line item, it copies the price out of the item, butAuth Keys repeatedly failing - 4834
Hi there, I am currently helping develop a Wordpress website that requires the use of a Ninja Form and ZohoCRm but the Authentication Key constantly fails, coming up with the error message "Module - Leads: 4384 - Invalid Ticket Id", even after we've changedNode SDK Custom Token Management File Path
Hi, running in to an issue. The initializer can't find the module for my token manager. I'm using a config.json file to pass in to the initializers of each class I create. I've attached a photo of my setup. When I try to initialize the class, I receive the following error: Error: Cannot find module './src/zoho/tokenManager.ts' Any help would be appreciated!How to update Related Lists
Hi, I've been trying to update a related list of a Custom module using the API (v2.1) and can't figure out how to make it work. I have a Multi-Select Lookup that has the name Contacts in my Leases module (custom). I want that a Contact can have many LeasesList Value
list = {23456789432}, I want this to the output as {2,3,4,5,6,7,8,9,4,3,2}How to insert data from access token request?
Hi guys, My customer send a url like this; https://accounts.zoho.com/oauth/v2/token?refresh_token={refreshToken}&client_id={client_id}&client_secret={client_secret}&grant_type=refresh_token I want to write a insert code according to this. My code is belowHow to use insert/update Records API to enter data in lookup fields
Has anyone ever tried (I assume someone must) to insert/update the value of a lookup field to Contacts/Leads using API call? I have added a mandatory field to Products that is a lookup field linked to Contacts called "Seller". When I retrieve data with the APIs I get the concatenated "First Name"+"Last Name" of the contact record as the field value for Seller. This is good, my users can see which contacts is selling the given products. The problem comes when I want to insert a new product (ornot able to create leads
<?php $curl = curl_init(); curl_setopt_array($curl, array( CURLOPT_URL => "https://www.zohoapis.eu/crm/v2/Leads", CURLOPT_RETURNTRANSFER => true, CURLOPT_ENCODING => "", CURLOPT_MAXREDIRS => 10, CURLOPT_TIMEOUT => 30, CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1, CURLOPT_CUSTOMREQUEST => "POST", CURLOPT_POSTFIELDS => "{\n \"data\": [\n {\n \"Company\": \"West Coast Riders Inc.\",\n \"Email\": \"navin1@magento360.com\",\n \"Website\": \"www.westcoastriders.com\",\nAPI working on master server but the same Client ID not working on the test server
My problem is, that I am developing on test server, and I need to get Access token via API. My code working on the real server, but on the test server after OAuth login, when I call Acces Token API it returns: '{"error":"invalid_client"}' Why the sameThe requested resource doesn't exist
Hello Zoho, I'm trying to import csv to Zoho CRM using Bulk write API implemented in native Python. I'm getting the below error which I really don't understand. As you can see, I uploaded my file successfully and got the file_id as mentioned in Step 2Next Page
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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
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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
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