How to download data from Zoho CRM to on-premises SQL Server
We want to create Data Warehouse on our on-premises SQL Server How we can connect to Zoho CRM and regulary download data? Thank for all ideaIntegration from ZOHO CRM to MySQL
Hi everyone, I have one doubt. If user create Accounts in ZOHO CRM then automatically same record with same values also get created in MySQL. Please help me. Thanks. Regards, VenkateshIs there a way to Create Related Record programmatically ?
Is there a super-secret way to Create Related Record programmatically? I read the documentation here: Update Related Records using External ID | Online Help - Zoho CRMRead-only fields and updating them with functions (actions/workflows)
I have a function that pulls in fields from a parent record in Accounts and duplicates them into child records in Contacts (though in principle this would be the same for any relationship across two modules). So let's say an Account record has a fieldHow can I set lead owner with api v2?
submitting "Owner":{ "name":"owner name", "id":"owner id" } always leads to: {"data":[{"code":"INVALID_DATA","details":{"api_name":"Owner"},"message":"invalid data","status":"error"}]} whats wrong? And why do I need to submit the name?Add Task associated to a Lead using PHP script
Hi We have an internal system in PHP, that gives us reports of action needed to be taken, based on the schedules our students attend to classes. This is made via a PHP script called by a cron job automatically. How can we make this script to create tasksusing webhooks and rest api
I have an app that gets updated via a webhook. That same apps can make edits to the same data and those edits are pushed to Zoho via a rest api calls. I just conducted a test where I make a rest api update and that resulted in a webhook invocation. HowExtension Pointers - JS SDK Series#7: Managing records, handling attachments, and adding notes from a widget
Zoho CRM JS SDK supports APIs that help manage records, attach files, and add notes to a record, all from within the widget itself. The term record refers to the detailed information about an individual entity in the Zoho CRM module. Attachments and notesSend Email from my domian with zoho api, .net 5
Hi, I am currently using Zoho SMTP to send emails. Is it possible to use the API instead? I use .net 5 for this, Please help me if it's possibleZoho CRM: Multi-Select Lookup Fields showing NULL values in Tables
Hi, Zoho support, This ticket is correlated to a previous ticket open from my colleague:https://help.zoho.com/portal/en/ticket/66790250 I followed the following tutorial creating Multi-Select Lookup Field :AssociatedCompanies https://www.youtube.com/watch?v=G1PAKXPXI0g&t=98sAPI value for boolean fields
Hi, I'm having an issue where the checkboxes are not changing to "Uchecked" when using the PHP SDK. Setting the API field to boolean value true works to check the checkbox, but setting the value to boolean false doesn't work to uncheck the checkbox.Sending transactional emails via API and Zoho CRM
Hi, is it possible to leverage EMAIL templates for specific transactional emails via the CRM API? and which plan is required to do so? Objective: Migration from custom built transactional email solution to external provider, ideally within Zoho CRM. Emails:How do I insert data into a pick list using the API?
I am using the exact same name as the name in the drop down of the pick list, however it's not recording any entry when I create a new record. Seems like I do have the fields right, but it's just not working. Is there a certain way to do this? Thank you!v1.0 Auth Token Deprecation
Hello! You would be aware by now that we deprecated our V1 APIs on 31 December, 2018 and that they reach End-of-Life(EOL) on 31 December, 2019. In continuation with that context, to minimize the consumption of v1 APIs, we are disabling the creation of new auth tokens from the below mentioned URLs from June 1, 2019. https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoCRM/crmapi https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=mail&PASSWORD=password What will happenConvert CSV to JSON
I always rely on questions. Thank you for your response. It is a question, but this time it is dealing with the internal API, but the content that pulled the API will be CSV. I would like to change it to Json format, but is there a way? It's very troubled….Get Details of a Delete Record via API?
Hey there — I'm currently using the watch API to allow our backend server to receive updates from Zoho and then propagate those changes elsewhere. Right now I'm trying to implement the ability for, when a record is deleted in the CRM, it is also deleted in other locations in other services that we have. However, when the record is deleted, the API only sends over the record ID, which is not the ID I need in order to delete the record in other services. Instead, I have another ID as a field in theC# SDK - Version 3.x.x
My app I wrote using C# SDK in 2.0.2 works fine. But now I need to upgrade it to the newest SDK 3.x.x. But when I update reference via NuGet to 3.0.0 or 3.0.1 always I have problems with build app - "The type or namespace name 'ZohoOAuthTokens' couldCRM Integration
Hi, We have built a SASS app in the long term rental market and our users generally consist of Landlords and Tenants, these users are stored within our system (ASP.NET MVC) but we are looking to integrate a few different elements of zoho one into ourGet list of Products every day
Hi, I'm building a php website that need to get the list of products of zoho every day (by cron). i installed the SDK PHP, but i don't understand how my program gonna be able to refresh the Oauth token alone ? Is there an example in the PHP SDK ? ThExtension Pointers - JS SDK Series #6: Working with ZOHO CRM Field's metadata using the Metadata API in widgets
Metadata generally refers to the data that provides information about certain aspects of the given data. Metadata API can be used to request data about data and get a response. The ZOHO.CRM.META API in JS SDK helps to fetch metadata about fields, layouts,400 error when submitting API refresh token request
I'm trying to set up the OAuth and generate the refresh token, but every time I send in the post request I get a 400 error and the message " An error occurred while processing your request.Please try again later." I'm certain that all of the access informationFile Upload to Quote
Hi there, I'm looking for a CRM that will allow me to interface with an API to create a quote and attach images to it. I see that Zoho provides file upload that's associated with an "ID" but it's not clear whether this ID can be a Quote ID. ThanksName based matching for Contacts while importing into a module
Hi, We are trying to import data into a Zoho Standard module with a custom Lookup field (associated to Contacts module). While preparing the import file we intend to have Contact's full name mentioned in the file and expect Zoho to pick up the rightAccess Zoho CRM backup programatically
Hi, is there a way to access CRM backup via API? The use case is to safely upload the backup dump to an eternal cloud location without going through the manual "Download" process in the UI. There is probably an alternative using the export API insteadHide button in Zoho CRM
How to hide button in Zoho CRM with specific conditions?Assigning a Product to a Deal using the External IDs
Hi, I'm trying to insert/update Deal record using External IDs, through this EndPoint https://www.zohoapis.com/crm/v2/Deals/upsert If I set the value of X-EXTERNAL to 'Deals.Product_Details.product.external_field_API_name' it returns error "Invalid externalHistory Tracking on custom lookup field
Hi, We have a few lookup fields in Deals module that link to different custom modules. We want the changes to these lookup fields to be tracked whenever they are updated with the Field history tracking feature. However, those fields don't show up inConnecting Creator Form to CRM
Hello, I would like to create button in CRM and this button, after click, shows me the widget of my form I made in Creator. I was trying to add widget in setup of CRM (where I used external URL. url of my creator form) and connected it to the buttonAdding Email Recipients from Contacts in Linked Custom module
Hi, We have a use case that requires sending email notifications on defined intervals from Deals module. The Deals module has a lookup field linked to a Custom Module (Group). Each record in Group module has some fields linked to Contacts module to representsearchRecordsByEmail throws exception 402 "No Content"
Hi! I'm trying to search contacts by a given email: $zcrmModuleIns = ZCRMModule::getInstance("Contacts"); $bulkAPIResponse = $zcrmModuleIns->searchRecordsByEmail("emai@email.com"); $records = $bulkAPIResponse->getData(); When contacts with specified emailBuilding a Zillow - Related List Widget for Zoho CRM
I am trying to follow the steps on this page below to install Zillow into my Zoho CRM but I can't seem to get it to work. Does anyone know how to get this to work properly? I think it may have something to do with the step on Importing the Zoho JS SDK,Is there any working demo for PHP SDK version of ZOHO?
I have tried as many as different 15-20 blogs for authorization and trying to take PHP SDK into action. But none are working at all. If we pass authorization, then it throws Refresh Token error. If we pass Refresh Token error we get some other exception.Kaizen #17 - PHP SDK
Hello everyone! Welcome to yet another post in the Kaizen series. This week, we are going to discuss the PHP SDK. PHP Software Development Kit PHP SDK allows you to create client PHP applications that can be integrated 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 PHP SDK acts as a middleware between Zoho CRM and Client PHP Application. What can you do with the PHP SDK? You can use the PHP SDKCan I get content with 204 on a search call
Hi, Is there a way I can get the searched content back in response body along with a 204 status? Thanks.Zoho CRM API v2 Access Token refresh limits
I know a single Access Token is valid for 1 hour. And a Refresh Token can be used unlimited times to generate Access Tokens (although only the most recent 30 Access Tokens remain valid). But are there any time-based restrictions on how often you can useApi Version 2 Refresh Token invalid_code
While Refresh token i am always getting Error { "error": "invalid_code" } i am trying to pass all parameter as per this https://www.zoho.com/crm/developer/docs/api/refresh.html still non of things working any one have idea whats the reason for same ... please help due to this i stuck since last one weekWe need 200 checkboxes in a module
Hi We need to have about 200 checkboxes displayed for Vendors to click on. We cannot display it any other way (multi selects etc) because research shows its easier for our Vendors to fill in checkboxes. How can we do this? 1) Whats the limit on checkboxesTerritory API - add territory
hello, It would be great to have the possibility to populate the territories through API as one may have hundreds of territory to type.ZCRMRestClient could not be found
Hello, I would like to use Zoho on my Blazor app but even after adding the package, I could not use it with this error The type or namespace name 'ZCRMRestClient' could not be found (are you missing a using directive) The name ZCRMSDKClient does not existBasic PHP code example for adding new leads
Good afternoon, I have searched everywhere for a simple example of a PHP code that allows me to add potential customers when processing a form of assistance / consultation on a website. The form has several boxes, including email, and registration of other types of data required to register the user. I just need a snippet or something to show that I am taking the form data that has been collected and sent through the API to our Zoho account, to create a new prospective customer. A functional codeNext Page
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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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