Issue with API File Upload
Hi, I'm having an issue with the File Upload request using the API. I'm able to create a contact and link that to a potential (Loan Application), but when uploading the file, it simply returns 'True' rather than the expected reponse in the API Documentation: https://www.zoho.com/crm/developer/docs/api/upload-attachment.html The true response implies the request was successful, however it is not linking to the Loan Application. The PHP code is shown below: $loan_application_ID = $data["data"][0]['details']["id"];Notification API
Hi 1) Can you explain me the difference between PUT & PATCH? https://www.zoho.com/crm/developer/docs/api/notifications/update-details.html https://www.zoho.com/crm/developer/docs/api/notifications/update-info.html Input REST request is the same everywhere What does this phrase mean - "To update only specific details" 2) Why can not I delete the current channel, using the channel_ids and DELETE method https://www.zoho.com/crm/developer/docs/api/notifications/disable.html And create a new one withZoho Developer Edition and Documents in CRM?
I have a developer account which I am using to develop a vertical. Within the CRM sandbox, the Documents tab does not work. Is there any way around this? I'd like a working proof-of-concept and documents is integral to that.Activate Webhook with a button
Is there a way to make a Button activate a Webhook?Determining the type of notification
I changed the contact using java-sdk 2.0.5 Then I get a notification NotificationRequest(queryParams={}, resourceUri=https://www.zohoapis.com/crm/v2/Contacts, module=Contacts, ids=[XXX], operation=update, channelId=XXX, token=XXX) How can I understand the difference in the notification. User changes contact through Zoho UI or through Java APIProper format for self client scopes
Hi, I'm running in to an error when trying to create a Self Client grant token with the modules.all scope. How do I properly specify modules.all? Both zohocrm.modules.all and modules.all are throwing a 'Enter a valid scope' error for me. When i enter aaaserver.profile.read on it's own, it works ok.API Developer needed for one way integration from Appointment Plus
Hi, We are looking for an Experienced API developer. Our studio scheduling software is Appointments Plus. We want to start the transaction and contact information in Appointments Plus and have it create a contact and pass the contact, schedule and transaction information to Zoho CRM to keep all customer information in one location. Both products have an API and I think it is just a matter of mapping the fields. We want to do this integration as soon as possible. David Mayne Rock n Roll FantasyThere is a way of convert sale order to invoice in crm like on zoho books
Hi, I want to convert sale order to invoice with an http request and I only find guides to make it with zoho books. There is a way to make it calling the api of https://www.zohoapis.com/crm/v2/ or that exist only on the api of zoho books? Thanks in advance.API calls between 2 differents Zoho CRM
Hi, Our company manage everything throught Zoho CRM. One of our suppliers use Zoho CRM as well. Now we're sending all new informations to the suppliers via google sheets and emails. We were wondering instead if it was possible to simply calls via API the informations needed and it's both between Accounts modules! We put in place an email parser, which is fine for creating a new account, but we're quickly going back to emails and google sheets when informations updates needs to be shared... How canJava & Notification API
Are there any working examples of how to work with the Notification API https://www.zoho.com/crm/developer/docs/api/notifications/overview.html Does the Java-SDK-2.0.5 support this functionality?ADD CUSTOM MODULE RECORD TO ACCOUNT AUTOMATICALLY.
Hi, i am having problem linking Account record with a custom module record. I created a module named Therapist whose record will be linked to an Account automatically. In the module Account, i created a related list item Therapist as a multiplelookup field. I can update its record manually but not automatically. I tried using API to update Account with passed it param containing Therapist ID but related list didn't change. Then, i tried linking API https://sandbox.zohoapis.com/crm/v2/Accounts/Account_id/Therapists/Therapist_IdWhy we chose "OAuth2.0" over other authentication methods?
Hello everyone! While there are various authentication methods available for REST APIs, we use OAuth2.0. In this article, we are going to discuss the most popular authentication methods, their pros and cons, and the reason why we chose OAuth2.0 over other authentication methods. 1. HTTP Basic Authentication As the name suggests, HTTP basic authentication is the most simple and straightforward form of authentication, and hence most vulnerable. In this authentication method, the user passes the usernameException while generating Access token: ZohoOAuthException. Caused by : Access Token has expired.
Following the guide from the developer console and using the Java SDK (2.0.1), I was able to generate an access token - but for some reason it throws an exception saying the token has expired. It is quite clear from the logs (I have masked some properties): Dec 17, 2019 4:50:56 PM com.zoho.oauth.client.ZohoOAuth initialize INFO: Zoho OAuth Client Library configuration properties : {minLogLevel=ALL, currentUserEmail=support@een.com, client_secret=client_secret, redirect_uri=http://www.example.com/oauth2callback,Get Leads returns "Authtoken support is deprecated"
Hello, When I send request "Get" https://www.zohoapis.com/crm/v2/Leads/{my_record_id}, API returns me the next response: { "code": "AUTHTOKEN_DEPRECATED", "details": {}, "message": "Authtoken support is deprecated", "status": "error" } Example: Get https://www.zohoapis.com/crm/v2/Leads/123456789 Headers: Content-Type:application/json Authorization:{my_Auth_Key} Please let me know how to fixed the problem.How to Generate CRM API Authtokens
Where can I generate a Zoho CRM API Authtoken? The option to generate a new one does not appear on my Accounts page settings, I can only see tokens I've generated in the past. Please advise.Kaizen #32 - Handling Custom Modules with Zoho CRM #API
Hello everyone! Welcome back to another post in the Kaizen series. This week we are going to dive deep in exploring the custom modules and the possible operations that you can perform in API with them. Zoho CRM offers more than ten standard modules for different purposes like Sales, Marketing, and so on. However, in some scenarios, they do not satisfy the requirements. In such cases, Zoho CRM lets you create custom modules to meet your business needs.. In this post, we will discuss the followingAdd Record in Leads, but missing data
Hi all, I'm pushing a Leads record as json via the API. This is my request with some custom fields: { "data":[ { "Lead_Owner":null, "Salutation":null, "First_Name":"FirstName", "Title":null, "Last_Name":"LastName", "Company":null, "Lead_Source":null, "Industry":null, "Annual_Revenue":null, "Phone":null, "Mobile":null, "Fax":null, "Email":"test@myemail.com", "Secondary_Email":null,Related Lists Update for Notes and Everything Else
I don't understand this related lists update API. So reading this part it looks like the related module updates are limited to only "Campaigns - to - Leads, Contacts AND Products - to - Leads, Accounts,Contacts, Potentials, Price Books" So what about Notes, tasks, etc. and everything else that's related? When I try to do a PUT on /v2/Contacts/123/Notes it says incorrect module name. What am I doing wrong? Is there a standard way to change associations to ALL existing modules even though they haveInvoices without lineitems/products
Hi there, I've just started developing with the rest api and I am very confused. Based on the api documentation, "Invoices" should be useable module name. however it is not. response is always invalid module name. via Meta Data Api i figured out, that the invoice module uses the api name CustomModule5001. Which is very confusing, but if I need to guess, I'd think it is because of the zohoBooks integration. The real issue is, that I cant find any way to create an invoice with items/products. AccordingAccount Created via CRM Not Found (for 20-40 seconds)
When I create an account object via the CRM, I receive the JSON object with the proper Zoho ID. However, this newly created object IS NOT in my zoho accounts (I have to keep hitting Search/Refresh) for about 20-40 seconds, and then the new object appears. More troubling is the following code (pseud code): record = crm.find(some_id) if (record == null) record = crm.create(...) console.log(record); /* some_id is shown here */ If I re-execute the code, the "crm.find(some_id)" will return null (again)ZOHO COQL: Order By Picklist type field
Hello. I am extremely confused about the "ORDER BY" implementation in the Zoho COQL. Can you please help me to sort the results? I am using Zoho REST API: https://www.zohoapis.com/crm/v2/coql Here is my query: { "select_query": "select Amount,Stage,Type FROM Deals WHERE Owner is null OR Owner is not null ORDER BY Amount ASC" } And the result is: { "data": [ { "Type": "Existing Business", "Amount": 25000, "Stage": "Proposal/Price Quote", "id": "4197230000000241287"Migration to Zoho CRM API version 2 is a BIG PAIN!!!
I have been working on it for 2 days with a zoho support engineer and it's still not done!!! Zoho engineers are useless and have no ready made answers!!! I see no benefits in this new API, only PAIN, PAIN PAIN!!! Zoho - are you interested in making customer's lives easier or Harder????Why does the API take Stage display_value, not actual_value?
When creating or updating a Deal, why does the Stage attribute uses the picklist `display_value` instead of `actual_value`? The behavior seems unintuitive. Is there a way to update using the Deal actual_value or ID instead? Is this the standard behavior of all picklist?Issues with CRM Widget - error - sent invalid response
I have not been able to get the CRM widgets to work. Now the one thing that has changed is that I am working from home. I was able to get them to work at the office when I was there. I have checked my firewall and I have the port open 5000. If I pull up the web page widget in a separate browser, I find that it runs and is making calls back to my server. So I do not think that it is a port on my wifi firewall. I have even tryied that sample and could not get that to run. Any help would be appreciated.Kaizen #30 - Parameters in Zoho CRM APIs [Part 2/2]
Hello everyone! Welcome back to another week of Kaizen! In this post, we will shed some light on the parameters in Search Records API and other generic parameters available in Zoho CRM APIs. A. Parameters in Search Records API 1. criteria Use this parameter to search for records in a particular module based on criteria. Syntax: (({api_name}:{starts_with|equals}:{value})and/or({api_name}:{starts_with|equals}:{value})and/or...) You can set a maximum of 10 conditions (starts_with & equals). WhenZohoapis.com Returns OpenSSL alert bad certificate
We are using PHP (Laravel) with Guzzle and calls to the API via Zohoapis.com are returning: cURL error 56: OpenSSL SSL_read: error:14094412:SSL routines:ssl3_read_bytes:sslv3 alert bad certificate, errno 0 (see https://curl.haxx.se/libcurl/c/libcurl-errors.html It seems the certs on that site are self-signed by Zoho. We note this error on both local environments and in Heroku.Creating Zoho CRM Task - Remind_At Problem
Hi, In Creating A Task Using Flow, Is there any way to set the reminder to be a pop-up instead of email? I Tried using the Same syntax as it is in the Task Record: "ALARM": "FREQ=NONE;ACTION=POPUP;TRIGGER=DATE-TIME:2020-05-04T06:30:00+06:00" No Luck there... This is The Response: Zoho CRM says "Zoho CRM says 'invalid data'. Check the input for Remind_At and try again." I Saw That People have asked to Create This option in the CRM API Since 9 Years ago... Any News?Kaizen #29 - Parameters in Zoho CRM APIs [Part 1/2]
Hello everyone! Welcome back to another week of Kaizen! In this post, we will shed some light on the Parameters in Zoho CRM APIs. What will you learn from this post? In this post we will discuss the parameters in Get Records API. In our upcoming post, we will discuss parameters in Search Records API and other generic parameters available in Zoho CRM APIs. Parameters in Get Records API Parameters in Zoho CRM APIs allow you to filter records based on your needs. For instance, if you want to retrieveNotification API - Turn off related record notifications ?
Hi, I've been using the notification api for a couple of weeks and having my app respond to updates in CRM for contact and account records. I noticed that when you update a contact, then a notification is always being sent for the related account as well. I can see how this might sometimes be useful, but right now for me it's more trouble than it's worth. I noticed when calling the Get Notification Details endpoint (https://www.zohoapis.com/crm/v2/actions/watch), the that json response containsAPI c# get module list, field, and field type, and etc
how to extract all of the modules, field names, and etc.? I do not need to know the data. just the module strctureKaizen #28 - Use cases related to Record Owner
Hello everyone! Welcome back to another week of Kaizen! In this post, we will discuss a few use cases related to the Record Owner field. Who is a record owner? A record owner is a user of a CRM org who owns a record in a module. Any other user could have also created or owned this record, previously. This "owner" is a lookup field that points to the resource Users. Therefore, when you use this field, it must always be a JSON object in your input. The following are a few use cases related to the recordAPI for contact role in potentials ?
Is there an API to set/retrieve the contact roles of a contact linked to a potential ?Extension pointers #4: Working with widgets to power-up extension capabilities (Part-1)
Connected apps help bring Zoho CRM together with the third-party applications and services. Connected apps provide support for exchanging data between Zoho CRM and third-party applications, authenticating other applications using single sign-on, and authorizationHOW TO ADD PRODUCTS, NOTES, ETC. TO LEAD USING PHP SDK V2 ??????????????
I´m new to zoho and using PHP SDK with API , I want to know how to add product and all sub-form. Pleas help me to getting out of this problem.. $records=array(); $moduleIns = $this->zohoinst->getModuleInstance("Leads"); $record= \ZCRMRecord::getInstance("Leads",null); //To get ZCRMRecord instance $record->setFieldValue("Company","API COMPANY"); $record->setFieldValue("First_Name","API FIRST NAME"); $record->setFieldValue("Last_Name","API LAST NAME"); $record->setFieldValue("Full_Name","APIGet AUTHENTICATION_FAILURE code but can't know why.
Hi all, When I request Zoho API V2.0 in order to post records in the crm, I get sometimes the following error : { "code": "AUTHENTICATION_FAILURE", "details": {}, "message": "Authentication failed", "status": "error" } And I don't know why. Before each post, I request an new access token from the refresh token, I do my post then I revoke the access token. It works correctly most of the time, but occasionally, it doesn't. I found nothing in the documentation about errors returned.Manipulating the list price of the products in a pricebook whit the API or do not use the field list price in the quote module
Hi, im implementing the crm in a business that sells motorcycles and have 14 stores. The problem that i have is that every night the IT department of the business send me the products and their prices using the API, because the prices are going to change every day (dollar fluctuation ,etc). But are some problems that i cant belive you cant solve quickly.... 1. The API doesnt support to associate products to a pricebook. 2. The API doesnt support to update the price list of a specific product in aPHP SDK : 2 warnings and no response
Hello, I'm trying to connect to your API, I followed all your instructions from your docs (Register your application, Installation, Configuration, Token Persistence etc.. ) I decided to use File Persistence and tried to execute the "Get Current User's sample", by passing all of my credentials to the $configuration array. Here is my $configuration array : $configuration=array( "client_id" => "XXXXXXXXXXXXXXXXXX", "client_secret" => "XXXXXXXXXXXXXXX", "redirect_uri" => "XXXXXXXXXXXXXXX", "currentUserEmail"Right nowzoho not support Asterisk/Avaya/Elastix anyone have solution?
HI, We have just talk to phonebridge department and agent said right now zoho not support Asterisk/Avaya/Elastix. We have use asterisk any one have solution to integration or guide how to? We need popup incoming and outgoing looklike zoho api can only log and click2call.Can not call API Phonebridge?
We try to integration crm with our pbx which is Asterisk But so far 3 days looklike API doesn't allow to do so. Anyone guide me how to cliacktocall and display incoming call. How to find scope list? Thank youZoho CRM API - Vendors
I'm pulling vendors records from zoho via the API. I hope to use the Vendor Image for display. In the returned records, I can see a "Record_Image" for example: "Record_Image": "9674ea36c6c7084edef516e10c75deba0605bb82e103aa3350abc3ba4337a48fecccd38d31d39315ab1c8ce05b53f1429c01b7cef220d280c5a5ed9a32ef2f035d7a239b2d2845aa77182416a83d580a" My assumption is that this is a base64encoded image, but I can't get it to display. What am I missing? ThanksNext 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
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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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