[API] Create task with reminder
Hi, I am trying to create a task over the API with a reminer but I can't find the field name to provide to set this reminder and the frequency of the reminder. I tried "Remind At", "Reminder At", "Start Date1" but none of those works. There is no information in the API documentation. I found a subject about this from 5 years ago, out of date... This documentation requires an update : there is no information about the fields we can provide and the format of them, I had to try and gess the fields to
How do I create a Task with a Reminder? [CRM API]
Hello Zoho team, how can I insert a Task with the "Remind At" field? I've tried: .... 1 - <FL val="Remind At">2012-06-10 01:00:00</FL> 2 - <FL val="Remind At">10-06-2012 01:00:00</FL> 3 - <FL val="Remind At">10-06-2012 01:00</FL> 4 - many other variations on the date/time format The task is created but the "Remind At" field is empty. Also, how can specify the "Repeat" and "Alert through Email" fields? I tried: <FL val="Repeat">true/FL> <FL val="Alert through Email">true</FL> and again, the task
Bulk Read - Record Count
Hi all I want to set up a CRM schedule that counts the records in a custom module that meet certain criteria and record that number in a field on my Accounts module. As there are more than 200 accounts and the number it will be counting is more than 200, I think Bulk Read is the only way to do this. My problem is, I just can't get my head around creating the query. Once I understand the structure of the query itself, I am fairly confident in my ability to do the rest. Is there a simple way to
Kaizen #37 - Webhooks in Zoho CRM
Hello everyone! Welcome back to another week in the Kaizen series! This week, we will discuss webhooks in detail. What are webhooks? Webhooks facilitate communication with third-party applications by sending instant web notifications every time an event
upload file for bluk edit gives INVALID_REQUEST
I try to upload a file for a bulk import but got the following error: { "code": "INVALID_REQUEST", "details": {}, "message": "unable to process your request. please verify whether you have entered proper method name, parameter and parameter values.", "status": "error" } I added some screens for more information.
Events Renamed As Meetings
Hello everyone! As events in CRM are synonymous with one-on-one or team meetings conducted for different sales activities, we have decided to rename the Events module to Meetings. The term "Events" has often been misinterpreted as major business gatherings like user conferences or hackathons. So, to avoid confusion, "Events" will be displayed as "Meetings" under the Activities module. What and where is the change in the v2 APIs? 1. Modules API (settings/modules) a. The singular_label Event is
Outgoing Call Automation
Hi I am looking for a future for Outgoing call where when i call from my Mobile and call is finished it should get POP up to log this call in Zoho CRM as it is doing for incoming calls. is there any wa to get it done..?
how to get contactId associated with a dealId in function ?
when executing function from a Deal Form I need to know the contact related to the deal how is it possible in deluge ? thanks
CRM API (PHP) - File Upload Field
Hi, I'm using the API to create a record, then upload a file to 'https://www.zohoapis.eu/crm/v2/files', which is succeffully returning a File ID. The issue I'm having is then getting this file to show in a file field in Zoho. This post (https://help.zoho.com/portal/en/community/topic/want-to-upload-images-to-custom-image-fields-using-zoho-crm-api-v2?src=zcomforumjul19) states to insert the data in the below format, which I'm assuming should be an array? "File_Upload_1":["hsdhdsud97d9uod8d8d08d0uddu09d80dodud0dd9ddd"]
Extension Pointers #7: Build third-party integrations by incorporating Custom variables into Widgets
There are currently a number of third-party applications that can be integrated with Zoho CRM to help improve the existing functionality of the product. Amongst this diverse collection, there are certain applications that only support API key forms for
Workflow rule not triggering Custom Function when Lead is created via APIs
Hi, I'm setting up a CRM account for a client and am having problems with Workflow rules triggering a custom function when a Lead is created using the APIs. To explain, I've setup a Custom function, which accepts an ID of a lead, this function updates a field in the lead depending on the field in one of the fields in this new lead. I've tested the Custom Function and its working as expected. I've created a Workflow rule which triggers the Custom Function on Create/Edit of a Lead. I also have a update
ZohoOAuthException, Can't generating Access token from Grant token
Hello, here my code : PHP SDK for Zoho API function __construct() { $configuration = [ 'client_id' => '***', 'client_secret' => '***', 'redirect_uri' => 'www.zohoapis.eu', 'currentUserEmail' => '***', 'token_persistence_path' => '***', 'applicationLogFilePath ' => '***', ]; $http = new Client(); $response = $http->post('https://accounts.zoho.eu/oauth/v2/token', [ 'code' => '***',
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 with
Zoho 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 API
Proper 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 Fantasy
There 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 can
Java & 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_Id
Why 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 username
Exception 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 following
Add 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 have
Invoices 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. According
Account 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). When
Zohoapis.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 retrieve
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