Add 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 ability
Zoho 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 lookup
Current 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 same
Update 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, but
Auth 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 changed
Node 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 Leases
List 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 below
How 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 (or
not 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\",\n
API 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 same
The 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 2
Updating/Creating Record in CRM updates/creates record in Zoho Creator app
I need to have a record in Creator created or updated whenever i create a new record in CRM or update a record in CRM. How would I do this?
Can Zoho CRM API retrieve data from Custom Fields?
We have added numerous custom fields to the Account Record. How can we retrieve information from these custom fields through the API?
Best way to integrate Zoho Suite (CRM, DESK, ANALYTICS, Meeting etc.) with data from ERP/USER/Install base data system (App)
Hi All Zoho Fans, I been trying to understand the data structure of Zoho CRM in order to import data properly from our Application and USER/INSTALLED base system. All our users (customers) log into an application, and from this system we maintain their
Function to Decapitalize Fields
I imported a Zip code data into a "Zip Code" custom module in CRM, in order to auto assign leads to sales reps. Is there an easy way for me to mass change the data to make it not capitalized? Instead of LOWER PEACH TREE, to change to Lower Peach Tree
(PHP-SDK) Creating a new record (Quote)
Hi, I am using PHP-SDK V2 API, and I am set up with the tokens and ready to work with the CRM. In Sandbox mode, I am trying to add a new Quote. My code: $moduleIns = ZCRMRestClient::getInstance()->getModuleInstance("Quotes"); $records
[Update - April 30, 2021] Zoho CRM Authtoken Deprecation
Hello everyone, The deadline for migrating from Authtoken to OAuth has been extended until May 31, 2021. Please switch to OAuth tokens before May 31 to prevent code breakage. Thank you. Hello everyone, This post is regarding our upgrade to OAuth authentication for all
Record Operation on a Custom Module
Hi, I want to get informations from a Custom module With the php sdk and RecordOperations method, what name should I put for my api name ? Thanks
Records insert POST with Guzzle returns 200 with no response
The getToken() function works fine. I have no problems to get a repsonse for '/crm/v2.1/settings/fields' Following some snippets form my workflow for the POST Record use GuzzleHttp\Client; $options = [ 'headers' => [ 'Authorization'
Windows App SDK
Hi, We'd like to create a desktop based application that would be able to hook in and read only our CRM data. I've went to the API page and am having a problem with which one to select. It will run on the users desktop so it won't have any URLs. Can you
ZOHO PHP SDK: Invalid oauth scope
Hi there, I got an issue when trying to use PHP SDK (for version 2.0 or 2.1, I tried with both). I'm trying to get the list of Contacts using the Records request. Using ZohoCRM.modules.ALL scope I could get the token and connect to the API but when trying
Zoho CRM REST API - Download Attachments Returns Null
When attempting to download a file using the Zoho CRM REST API the json is returning NULL. I first pull a list of attachement information using CURL: curl_setopt_array($curl, array( CURLOPT_URL =>"https://www.zohoapis.com/crm/v2/Potentials/################/Attachments",
Confirming behavior - API can be used to write into read-only custom fields?
I have added a custom field into the Potentials module. This custom field is designed to hold a URL that is inserted into the record by an external program using the updateRecords API call. My users should not be able to edit this field so I used the Field-level security to make it read-only for everyone, including the Administrator. According to the API documentation all security settings, including field-level security should be honored, so I wasn't expecting it to work for me when everyone had
Bulk Write API problem with "Upsert" find_by - Id
I'm trying to do an upsert upload using Zoho CRM Bulk Write API following the documentation: Bulk Write API On the second step where I need to create a Bulk write job, I got the following error message: {"status":"error","code":"INVALID_FIELD_NAME","message":"invalid
How to undo updateRelatedRecords, there is no deleteRelatedRecords..
The relation between a contact and a campaign is set using updateRelatedRecords. How can i undo this relation? I think there should be a deleteRelatedRecords function. Am i missing something? https://www.zoho.com/crm/help/api/updaterelatedrecords.html <Contacts><row no="1"><FL val="CONTACTID">9999999999</FL><FL val="member_status">Sent</FL></row></Contacts> Regards..
ZOHO PHP SDK: invalid oauth scope for GET Records
When using the PHP SDK (using version 2 or 2.1), when we query the records (Contacts) using a scope ZohoCRM.modules.ALL, we get an error saying invalid oauth scope to access this URL. Digging a bit deeper in the code, I notice that the call to https://www.zohoapis.com/crm/v2.1/Contacts
Increase your API Credits right from the API Dashboard
Hello everyone! We are excited to announce that you can now increase your API credits right from the API Dashboard! We have introduced this as a pay-as-you-go model, where you only pay for the credits you have consumed and not for the entire limit. What are additional credits? These are the API credits you want besides the credits provided for your edition of CRM, by default. Refer to the API Limits page for the default credits available for each edition. Who can increase these credits? The super
ZOHO PHP SDK: Get User email logged in Zoho
Hello Zoho Team, I am trying to create a external application linked with Zoho CRM. My purpose is: 1.- Create an application (hyperlink) from Zoho and it redirects to my website. (I dont know if it is possible, it seems easy). 2.- Take the user email
How can I update data to a specific row of a Zoho CRM subform from a source subform?
I have subform1, with 4 rows(example: A,B,C,D) and subform2 with 3 rows(A,B,D). I want to update the Subform1 with the sum of the row A from subform1 and Subfrom2. I want to update only the row A. However, When i update it, I see only the rows A, B and
Attachment Notifications in Zoho CRM
Hello, Is there any way to keep track of new attachments? My company has a client that would like an email notification whenever a new attachment is uploaded. My initial thought process was to have a workflow running every 15 minutes or so with a global
Creating an Estimate using PHP/cURL problem
Hi, I've trying to debug a problem adding an estimate. My PHP is below, I've reformatted it a bit to make it simpler to read, the code is only a proof of concept. This generates a HTTP 400 response indicating a bad request or bad ID. It's based on this: https://www.zoho.com/invoice/api/v3/#Estimates_Create_an_Estimate
Notification API
I am trying to use Zoho Notification API I can successfully enable notifications, but when an event happens I dont get receive notification Using https://webhook.site/#!/64232d90-27cf-4b45-9845-4fbc24670aa7/92871d2e-233e-40a3-b5b4-5cc2a6798f34/1 I get
Google Chrome Extension for LinkedIn to ZohoCRM
Hi all Zoho CRM users, Cloutex (cloutex.com) has developed a free chrome extension to send LinkedIn data to ZohoCRM : http://goo.gl/bq71or
Get Related Stage History for Deal in API v2
Hi, In API V1 it is possible to get the Stage History for a Deal as detailed here - https://www.zoho.com/crm/developer/docs/api/getrelatedrecords.html#To_fetch_the_Stage_History_related_to_a_Potential Is this functionality available in V2? I can't seem to find any information on it. Thanks.
Broken Bulk Write API
We are trying to bulk update our client accounts; I think this is the first time we use the Bulk API. I tried 2 SDK versions and in both got the same error "INVALID_FIELD_NAME" invalid mapping. invalid api_name Available_Balance. despite that this is
SDK exception "file system limitation"?
Using the C# SDK, I am trying to simply call GetRecords for the Accounts module. Usually it works fine, however occasionally it throws an exception with the message "The requested operation could not be completed due to a file system limitation" IsSDKException
1001 error: customer already exists
Hi, I would like to get the XML response after creating a customer with the API, but I keep getting a 1001 response stating that the customer I am trying to add already exists, even though I have tried changing every single information concering the customer I am trying to add and even deleting every customers in the account, making sure there wasn't already an existing customer with the sameinformation. Why is the API telling me that the customer already exists ? This error prevents me from getting
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