Setting a discount to the sales order using the API.
I have encountered a problem while implementing Sales Order creation via the API. When I try to set the discount field for a Sales Order record and declare the overall discount - it is not applied to the record: http://prntscr.com/qn1md0. In the v1 API the "Discount" and "Adjustment" fields were set the same way: ... <FL val="Adjustment">123</FL> <FL val="Discount">123</FL> ... Now when I try to do a simmilar thing in the v2 API, it no longer works: $record = ZCRMRestClient::getInstance()->getRecordInstance("Sales_Orders",Introducing Serverless Functions!!
Serverless architecture, also known as "Function-as-a-service"(Faas), provides a platform for developers to write functions to integrate the CRM and any third-party application. These codes, written in Deluge, can be triggered from any other third party services or it can be triggered directly from any web or mobile app. Most applications require a server that lets them host their applications, parsing, sharing and computing data. However, having to set up a server just for the sake of providingfetching data from two different zoho crm account using one client id and one access token
Hi all, I am facing an issue while getting data from https://crm.zoho.in/ . I am using the clientid and client secret, generated for zoho crm account assigned to amritatest**@gmail.com. The client ID is 1000.0JLDYGYRZMS9CXU7F3H8ZX839P****. Using our Application(.Net supported) we hit the https://accounts.zoho.in/oauth/v2/token url and generated access token then using that we fetched the correct data. After one hour I tried to fetch data again using that access token (generated for amritatest**@gmail.com)What can trigger a function
I know that that (1) Forms or (2) Field changes can trigger Workflows I know that Workflows can trigger Functions What else can directly trigger Workflows? API? Webhook? Button? Some other thing? What else can directly trigger Functions? API? Webhook? Button? Some other thing?C# SearchByCriteria with datetime
Hi. I try to create query using CreatedTime and ModifiedTime with operator "greater than or equal to" on account module. Can You help Me ? Module is "Account" or "contact". ZCRMSDK_CRUD.ZCRMModule ModuleSel = ZCRMSDK_CRUD.ZCRMModule.GetInstance(module); string crit = "((CreatedTime>=2019-01-01T00:00:00) or (ModifiedTime>=2019-01-01T00:00:00))"; ZCRMSDK_RESPONSE.BulkAPIResponse<ZCRMSDK_CRUD.ZCRMRecord> response = ModuleSel.SearchByCriteria(crit); Have you got example searching by criteria, using dateZoho Phone Bridge for Asterisk 13 having issues
We deployed phone bridge from link posted in other topic https://help.zoho.com/portal/community/topic/zoho-phone-bridge-asterisk-13 app starts just fine, no errors, it's possible to initiate calls however widget always stays in connecting state Attaching relevant log files Please assist with troubleshooting/debug Thanks!data coming from different zoho crm accounts using one client id
Hi all, I am facing an issue while getting data from https://crm.zoho.in/ . I am using the clientid and client secret, generated for zoho crm account assigned to amritatest**@gmail.com. The client ID is 1000.0JLDYGYRZMS9CXU7F3H8ZX839P****. Using our Application(.Net supported) we hit the https://accounts.zoho.in/oauth/v2/token url and generated access token then using that we fetched the correct data. After one hour I tried to fetch data again using that access token (generated for amritatest**@gmail.com)Sorting Deals by id ascending does not work, descending does
I'm dealing with a confounding issue retrieving Deals via the endpoint https://www.zohoapis.com/crm/v2/Deals?sort_order=asc&sort_by=id&page=1&per_page=200 Returns a list of ids not sorted by id at all. https://www.zohoapis.com/crm/v2/Deals?sort_order=desc&sort_by=id&page=1&per_page=200 Returns a list of ids sorted by id descending. Has anyone else seen this? I'm not seeing the same issue with other modules.Kaizen #6 - Environments and Domains in Zoho CRM [Part2/2]
Hello Everyone! Welcome to another week of Kaizen. This post is a continuation of Kaizen #5 - Environments and Domains in Zoho CRM [Part1/2]. What you will learn from this post? If you want to integrate your web application with Zoho CRM, this post will help you understand how to handle multiple domains for your application. 1. Handling multiple domains for web-based clients 1a. Web-Based Clients As we all know, in a web-based client, your application is used by multiple users from different domainsHow can we specify currency when inserting a record in Invoices module?
We are using upsert record API to add a record in the Invoices module using the V2 API. But the record is added as the USD currency and not as GBP. The Home Currency is setup as GBP. Documentation dosen't specify any attribute to use as currency. Is is possible to use currency code in the API?Update function from v1 to v2 if function install through the Plug-in
Hi, I wan to update the one of the Function added under Developer Space > Functions as a deprecation warning is getting displayed for the same. But I am seeing a message like "Sorry! You can not edit or delete this function as it has been installed through the Plug-in". Please guide me how can I update this Function from V1 to V2. Thanks.Zoho Technology Partner
Hello. I am a developer of an application (Google Spreadsheets add-on) connecting Zoho CRM to the client's spreadsheet, and I am trying to become a Zoho Technology Partner. I've twice filled a partner application - about 3 weeks ago and a week ago, however, I have not received any response. Can somebody help me to contact a real person in Zoho who is responsible for the partner program? Thank you.ZOHO API USING CURL IN PHP NOT RESPONSE
HI, I am try to insert record in lead by using zoho API with CURL functionality but always i am getting "false" response. When i use this same code to my another web server then record will added successfully in my zoho lead. Please help me. REGARDS, UttareshwarMigrating V1 APIs configured in Webhook
When you have configured Zoho CRM's V1 APIs—insertRecords and updateRecords (to handle data transfer from one CRM organization to another) as webhook in Automation Rules, you will face difficulties during V2 migration (since V1 APIs use auth token, and V2 APIs use OAuth). You can handle this in two ways: Custom function Zoho Flow 1. Custom Function Users with Enterprise, Zoho One, CRM Plus, and Ultimate editions can opt for this solution. Create a custom function and convert it into a REST API function.Failed to connect to MySQL: (1045) Access denied for user 'root'@'localhost' (using password: NO)
can you help me here i have site and i am using one form to take customer data and send to the zoho via API v1 but now i want to upgrade to the API v2 so i followed by php SDK and i follow this url to create user https://www.zoho.com/crm/developer/docs/php-sdk/organization-sample.html?src=create_user and i used this below code <?php include 'zoho-sdk/vendor/autoload.php'; use zcrmsdk\crm\setup\restclient\ZCRMRestClient; use zcrmsdk\crm\setup\users\ZCRMProfile; use zcrmsdk\crm\setup\users\ZCRMRole;CAN AN ACCOUNT BE ASSOCIATED WITH A CUSTOM RELATED RECORD
I have a custom module which i want to link it with Accounts or Contacts using API. However, dev docs stated that only some module relations are supported by update record API: Campaigns - to - Leads, Contacts Products - to - Leads, Accounts, Contacts, Potentials, Price Books Is there anyway i can achieve this using supplied APIs? Please help.V2 Oauth issues
I created a client id months ago in preparation for the deprecation. The same code yields { "error": "invalid_code" } I'm guessing the refresh token has expired. I plan to use this api on the server side. Why do I need to access the browser to keep my code working? On top of this it doesn't work after generating self-client code. Just does not work.. What is going on here? I've tried in postman and the browser. invalid_code is misleading as it doesn't tell me what the issue really is. Did IKaizen #11 - The $Properties in Zoho CRM #API
Hello everyone! Welcome back to yet another post in the Kaizen series! This week, we will discuss the $Properties in Zoho CRM . What will you learn from this post? What are $properties? $properties common to all the modules Module-specific $properties 1. What are the $properties? The $properties represent the derived properties of a record in Zoho CRM. They are not available as fields in Zoho CRM. For instance, $converted —It represents the state of a lead or a quote. If you convert a lead orInsert lead in zoho using api v2
I'm using the c# sdk in order to insert a "lead" in Zoho. So far I've been able to generate grant, refresh and access token. My problem is that the c# sdk documentation stop there. How can I insert a lead from the v2 API? This is what I have so far : //Generate from refresh token ZCRMRestClient.Initialize(); ZohoOAuthClient client = ZohoOAuthClient.GetInstance(); string refreshToken = "1000.xxxxxxxxxxxxxxxxxxxxxxxxxxxxx"; string userMailId = "x.x@x.com";Update function from v1 to v2 if function install through the Plug-in
I wan to update the one of the Function added under Developer Space > Functions as a deprecation warning is getting displayed for the same. But I am seeing a message like "Sorry! You can not edit or delete this function as it has been installed through the Plug-in". Function name dre, there are 2 of it actually Thanks.ZohoOAuthException Caused by:'Exception while fetching access token from refresh token
Hi ! We are implementing ZohoCRM into our Laravel (5.7) application We are using ZohoCRM sdk and we are using database for persistence but when we use Sdk for more then 5 times it gave us error (which i included as screen shot) Because of lack of PHP SDK support and difficult to find any solution , there are no way or solution that can help us Below is the snippet's which we are using in order to make this issue fixed ZCRMRestClient::initialize(); $oAuthClient = ZohoOAuth::getClientInstance(); $grantTokenZoho CRM APi v2 not triggering workflows
I have noticed that the new implementation is not triggering workflows as the v1 API was. I am using the PHP SDK and the code: $trigger=array("workflow","approval","blueprint"); $responseIns = $record->create($trigger) but, while the record is created, the workflow does not run. Having looked at the forums it appears a few people had similar problems, but I'm not sure what the resolution was.How to add lookup fields and Multiselect field with PHP API
Hi I'm developing a integration to send leads to Zoho CRM through the API. I'm having problems with the lookup and multiselect fields. I'm using this code to set the multiselect value: $specialFormat = json_encode(array($movingPriority)); $record->setFieldValue("Prioridad_de_Mudanza",$specialFormat); But I'm getting the following error: Details:{"expected_data_type":"jsonarray","api_name":"Prioridad_de_Mudanza"} And regarding the lookup fields, we are using the following code: $inmuebleInfo = array();SearchByCriteria in V2 API not returning all records
We have used your SDK to convert from V1 to V2 API calls. We are testing the conversion and have noticed that SearchByCriteria does NOT return all expected records. Here are a couple examples: This search only returns 4 records while it should return 13: GET https://www.zohoapis.com/crm/v2/Sales_Orders/search?criteria=((Subject:starts_with:Wendy))&page=1&per_page=200 This search returns 0 records and should return 1 by the Sales_Order_NO GET https://www.zohoapis.com/crm/v2/Sales_Orders/search?criteria=((Sales_Order_No:starts_with:SO106883))&page=1&per_page=200Insert picklistvalue from API
Hi! Are there any functions on the rest api to insert picklistvalues into fields? There are a method AddPicklistValue() on the ZCRMField class but I am not sure how to use it. I am using C# SDK by the way. // Regards TomasHow can I get data related using api version 2?
I need to obtain the related data of an account to get their contacts, I am using the node js sdk but there is no documentation of that part, I am using version 2 of the api.Get record api V1 vs V2 not same data
Hi. On Api V1, function getRecordById get all fields of form data and some relational data: }, { "val": "Account Name", "content": "RESTAURANT DOPA BCN, S.L." }, { "val": "PARENTACCOUNTID", "content": "1945000004723108" }, { "val": "Parent Account", "content": "GRUPO EL PINTXO" }, { "val": "Account Type", "content": "Cliente de Distribuidor" }, In a V2 API this param not found and I need this to work. How retrieve this relation (Parent and Child relations) Thanks.Kaizen #10 - Search Records API and Query API
Hello everyone! Welcome back to this week's Kaizen post! In this post, we will discuss the Query API and the Search Records API, and when you should use them. Query API The Query API allows you to query the records using the CRM Object Query Language(COQL). COQL is based on the SQL syntax and uses the SELECT statement in the query to fetch records. When should you use the Query API? When you want to use DB comparators such as =, >, <, >=, <=, is null, is not null, between, not in, like, and not likeHow can I insert a row into a subform using API V2 and PHP SDK
Looking at the V2 documentation on subforms, I do not see any documentations about how to insert rows into a subform using the PHP SDK. ie: https://www.zoho.com/crm/developer/docs/api/insert-subforms.html How would I go about doing that? I have tried something like this with no success, where "Debt_Matrix" is my subform: $zcrmRecordIns = ZCRMRecord::getInstance("Contacts", $contactId); $zcrmRecordIns->setFieldValue("Debt_Matrix", [ [ 'Priority' => 1, 'Creditor' => 'Creditor',Not able to fetch data from https://www.zohoapis.com/crm/v2/org when access token generated from https://accounts.zoho.eu/oauth/v2/token
We have a client id registered in https://accounts.zoho.com/developerconsole. Now configured that client id Multi-DC enabled for EU. So with the Client Secret for EU, we can generate the access token using following API. https://accounts.zoho.eu/oauth/v2/token But with this generated access token, when we are trying to fetch organization information using following API, it is giving message UNAUTHORIZED (HTTP ERROR CODE : 401) https://www.zohoapis.com/crm/v2/org But If we try to fetch the organizationI can’t get the Contacts data in the sandbox.
With these settings, I get records from the live account private $configuration = [ 'client_id' => '1000.AAA', 'client_secret' => 'BBB', 'redirect_uri' => 'CCC', 'currentUserEmail' => 'DDD', 'token_persistence_path' => './', ]; $contacts = ZCRMModule::getInstance("Contacts")->getRecords(); Result: array of Contacts. With these settings, I do not get records from the sandbox private $configuration = [ 'client_id' => '1000.AAA',CRM Invalid data
I am trying to get potential data in CRM, but am getting below error. "{"code":"INVALID_DATA","details":{},"message":"the relation name given seems to be invalid","status":"error"} " Please find PHP curl request given below, $code = (isset($_REQUEST['code'])) ? $_REQUEST['code'] : ""; $client_id = "xxxxxxxxxxxx"; $client_secrect = "xxxxxxxxxxxxxx"; $uri = "http://localhost/zohoapi/apitest.php"; ?> <a href="https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.modules.all&client_id=<?php echo $client_id; ?>&response_type=code&access_type=offline&redirect_uri=<?php echo $uri; ?>">Get access Token</a>Problem reading all responses from API - Unknown zcrmsdk\crm\exception\ZCRMException
Hi, I'm upgrading a ZOHO PHP SDK client application from V1 to V2. In order to keep the V1 implementation running while i'm working om the new one, i've created a new client_id for the new implementation. I've updated the zohocrm/php-sdk from 1.0.2 to 2.0.9 using composer. Created the new client_id Got a grant token with the following scopes: aaaserver.profile.READ,ZohoCRM.users.ALL,ZohoCRM.modules.ALL,ZohoCRM.settings.all Got a refresh token and setup file persistence. Authentication looks good.Always getting Access token expired error generating the Access and Refresh Token from Grant Token
I'm working to migrate our API integration in C# from v1 to v2. I've added my Client Id but always I get the same error executing the GenerateAccessToken method to generate the access token 'Access token expired'. I've set the time to expiry in 10 min. Any idea what should be other reason to fail? I'm using aaaserver.profile.READ,ZohoCRM.users.ALL,ZohoCRM.modules.ALL,ZohoCRM.settings.ALL in scopes.Issue with customModule insertion and fetching records
Unable to insert data and retrieve data from customModule with v2 but it was working with xml insert and fetch record using curl. I have registered app with admin account not with super admin account. Please guide me as I am struck with this. Tried different options : => https://www.zohoapis.com/crm/v2/CustomModule_1/search?criteria=((Email:equals:pankaj.k@sarv.com)) Response : { "code": "INVALID_MODULE", "details": {}, "message": "the module name given seems to be invalid", "status": "error" } =>https://www.zohoapis.com/crm/v2/Custom_Module1/search?criteria=((Email:equals:pankaj.k@sarv.com))How to Generate Access Token from Grant token and then from Refresh token
Hi this is my first ever first here! I am working on PHP SDK, right now i have created self token from developer console, now when i am trying to add generate access token from the below code i get url not correct, here is the code https://accounts.zoho.com/oauth/v2/token?code=mycode&redirect_uri=urk&client_id=code&client_secret=code&grant_type=authorization_code So i am stuck here!Id given seems to be invalid
Hi there. I'm using PHP SDK for creating a lead from my website form. It's working but sometimes I get the response: ( [code] => INVALID_DATA [details] => Array ( [id] => 3220979000034212261 ) [message] => the id given seems to be invalid [status] => error ) I'm not passing any "ID" tough... It doesn't happen all the time. Does anyone know something about it? Thanks!Create a lead from PHP API gives an error: 4401Unable to populate data, please check if mandatory value is entered correctly.
Hello, I'm getting this error: 4401Unable to populate data, please check if mandatory value is entered correctly. And I'm sure, that i passed all mandatory variables. This is my query: https://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=1&authtoken=xxxxxxx&scope=crmapi&xmlData=%3CLeads%3E%3Crow+no%3D%221%22%3E%3CFL+val%3D%22Company%22%3Efsfds%3C%2FFL%3E%3CFL+val%3D%22Email%22%3Edavid%40domain.es%3C%2FFL%3E%3CFL+val%3D%22First_Name%22%3EDavid%3C%2FFL%3E%3CFL+val%3D%22Last_Name%22%3EDavid%3C%2FFL%3E%3CFL+val%3D%22Mobile%22%3E669904426%3C%2FFL%3E%3C%2Frow%3E%3C%2FLeads%3ESend email using zoho crm API
How do I send a email to a lead using Zoho CRM API? also a side question that might be related to this - what's the <FL val="Send Notification Email">True</FL> from here: https://zohocrmapi.wiki.zoho.com/insertRecords-Method.html#Events can it be used for automatic sending out an email when a new Lead is added? Thanks.ZOHO CRM SDK returning currentUserEmail is not passed even when value is passed.
Hi, I am trying to use the Zoho CRM SDK c# for accessing the Zoho API from our application. I have passed the configuration details as shown below and receive a error message stating that Given User not found in configuration, Please assist in providing a response. Note - that i have masked the values in the below configuration. The actual values are entered correctly as they have been setup as part of client id creation. Dictionary<string, string> config = new Dictionary<string, string>()Next 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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Paste 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 thatFormat a "return" message
Good day, Is there a way to format the message of the "return" function in CRM deluge script?InvokeURL butchering JSON for OpenAI API calls
My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this to
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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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