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
Notification 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 contains
API 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 strcture
Kaizen #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 record
API 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 authorization
HOW 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","API
Get 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 a
PHP 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 you
Zoho 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? Thanks
Zoho CRM API version 2 - Do Refresh Token Expire?
Do refresh token expire in Zoho CRM API version 2? Access Token expire after 3600 seconds (1 hour).
Using Headers to access CRM data with Classic ASP
Hi, I am really struggling with the API documentation. We collect a lot of data on clients in our own website and want to update CRM with this data. As a starting point, simply adding a new website registration as a Lead would be useful. What we want to do is simple: 1. User registers with our website 2. When registered, the website sends off a search request to CRM. 3. If that search comes up with no matches, we Insert a record as a Lead The site is based on Classic ASP and I would like to do this
My custom persistence not working.
Hello, I have followed the documentation to implement my own custom persistence class but it's not saving the access token in the database. the class path is as the following: file: App\Crm\ZohoCRM\MyZohoOAuth.php class name: MyZohoOAuth my configration array $configuration = [ 'client_id' => env('ZOHO_CLIENT_ID'), 'client_secret' => env('ZOHO_CLINET_SECRET'), 'redirect_uri' => env('ZOHO_REDIRECT_URI'), 'currentUserEmail' => env('ZOHO_EMAIL'),
Auto-Update Custom Zoho CRM Field with value located on "Zoho Spreadsheets"?
Version: Zoho CRM Professional, 4 users. I'm trying to automatically update a custom Zoho CRM field within the "Leads" module, using a value found on a "Zoho Docs Spreadsheet". I need this field in all zoho crm "lead" records to update automatically daily. The excel equivalent to what I want is using "VLOOKUP" a value within in another file. For instance, if "Car 123" is the zoho crm custom field value, it looks up "Car 123" in the external spreadsheet in column "A", then if found returns the value
Display related rows from custom table in a section of a tab on a CRM account.
We are just getting started with ZoHo applications. What is the best method for displaying related rows from a custom table(cust_equip) that is in our workspace in analytics which was created by uploading data from a excel worksheet. This custom table will be refreshed on a schedule so the user will be able to view most current data. Some Accounts, not all, have rows in this custom table(cust_equip). A CRM Account is related to it's rows in this custom table(cust_equip) by it's Zoho Id(i.e. AccountNumber).
Cannot Set Referrer or First_Visited_URL via the API
Hello, I'm working on a custom form that needs to do several things on our website, one of which is to add a lead into Zoho CRM. We used to use a Zoho Webform for this, but the number of things we now have going on make that impossible. I'm trying to set either the 'referrer' field or 'first_visited_url' field when a I add the lead to Zoho, but neither seem to work nor do they return any errors. The lead gets added with the rest of the fields I have specified, and those fields blank. The date I'm
Kaizen #25 - Zoho CRM API - Common Errors and Error Handling
Hello everyone! Welcome back to yet another post in Kaizen! In this post, we will discuss the most common errors that you may encounter while using Zoho CRM APIs. You can consider this post to be a concise guide that you can refer to whenever you are stuck with any error while making API calls. All Zoho CRM V2 APIs follow REST standards, i.e, they use the HTTP request methods GET, POST, PUT, PATCH, and DELETE. Here is a quick glance at the functionality of each request method. GET : To retrieve
Server responds with Internal server error for Lead search API call
Hello, Since today we are having problems with: https://www.zoho.com/crm/developer/docs/api/search-records.html API call. When a Lead exists on CRM we regularly get {"code":"INTERNAL_ERROR","details":{},"message":"Internal Server Error","status":"error"}. Example: * Lead exists on CRM call: curl "https://sandbox.zohoapis.com/crm/v2/leads/search?criteria=((Email:equals:mailexists%40mail.com))" \ -X GET \ -H "Authorization: Zoho-oauthtoken sometoken" {"code":"INTERNAL_ERROR","details":{},"message":"Internal
Missing Refresh token?
Hi, We have try lot of thing but still missing refresh token. Do free plan can not have refresh token? Thank you
Extension Pointers #3: Learn to use Custom Variables while building extensions
Looking for an option to store static information that can be accessed across an entire extension? The solution you're seeking is Custom Variables! What are Custom Variables? Custom variables store static information in your CRM. They are global variables
Adobe Sign Add On Zoho CRM
Hi, I have installed the Adobe Sign for Zoho CRM from Markeplace Version 17.0. it installed the Add in but there is an error for Authorization Failed when I attempt to do the Connector for Adobe API "Authorize" Button. See Error below attached:
Multi-select Lookup through API
Hi, We have a problem accessing records from API for a LinkingModule : https://crm.zoho.com/crm/private/xml/LinkingModule1/getRecords?authtoken=XXXX&scope=crmapi&newFormat=2&selectColumns=All <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/LinkingModule1/getRecords"> <error> <code>4600</code> <message>Unable to process your request. Please verify whether you have entered proper method name,parameter and parameter values.</message> </error> </response>
[INVALID_REQUEST_METHOD] error when uploading an attachment with the REST API
One of my clients is experiencing an issue when trying to upload an attachment to one of his Deals. I was able to reproduce by uploading a simple text file to a Task object in the test account available to me. The error that we are encountering is the below: [INVALID_REQUEST_METHOD] The http request method type is not a valid one. What makes this confusing is that the documentation for the pertinent endpoint indicates that POST is the appropriate HTTP method for the request ("https://www.zoho.com/crm/developer/docs/api/upload-attachment.html"),
Can not find setup > channel > telephony in developer edition
Hi all, I have registered Zoho account and sign in https://developer.zoho.com/crm, but in setup > channel I dont see telephony, how to enable this setting? I want to test integrate phonebridge with our customer PBX Thank you,
Getting a Multi Lookup from a converted Lead
Hello to you all, I was trying to retrieve "Multi-Select Lookup" from a converted lead, how can I do that? I have to retrieve the converted lead JSON and acquire multi-select lookup and map/ update the data into a related record in a different module. Thanks Note #1: "https://www.zohoapis.com/crm/v2/Leads/search?converted=true&criteria=(id:equals:" + id+ ")" didn't work
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