Extension Pointers #2: Fetching contacts from Google into Zoho CRM
Contact management is a key feature for handling your customer relationships effectively. The process of gathering as many contacts as possible can give you an upper hand to create more leads in your Zoho CRM account. In our previous post, we provided
Update contact using V2 API failed
Getting an error while trying to update Contact using V2 API. ZCRMSDK.CRM.Library.CRMException.ZCRMException: 'The given field is not present in this record - id' code Snippet ZCRMModule moduleIns = ZCRMModule.GetInstance("contacts"); //module api name List<string> fields = new List<string> { "Last_Name", "Company", "Email", "id" }; //field api name BulkAPIResponse<ZCRMRecord> response1 = moduleIns.GetRecords();// get Records with cvId, sortByField, sortOrder,
Internal Server Error on GET https://www.zohoapis.com/crm/v2/Events
When I try to get: https://www.zohoapis.com/crm/v2/Events?page=729&per_page=1&fields=$recurrence_id,Recurring_Activity response from API is: { "code": "INTERNAL_ERROR", "details": {}, "message": "Internal Server Error", "status": "error" } But request without Recurring_Activity field is ok. Sample: https://www.zohoapis.com/crm/v2/Events?page=729&per_page=1&fields=Recurring_Activity { "data": [ { "id": "333359000009811735", "$recurrence_id": "1341072000000"
PHP SDK date format
Hi there! I am trying to set the value for a date field in a record through the API by using the PHP SDK. I keep getting the error message 'invalid data'. The documentation and the posts in this portal lead me to suppose the proper date format must be 'yyyy-mm-dd hh:mm:ss' (e.g. '2002-05-02 10:00:00'). However, this format is not accepted. What is the proper date format to send to the API? Thank you for your answer.
PUT Leads return INTERNAL_ERROR on API v2
Hello, When I send request "PUT" https://www.zohoapis.com/crm/v2/Leads/{my_record_id}, API returns me the next response: { "code": "INTERNAL_ERROR", "details": {}, "message": "Internal Server Error", "status": "error" } Example: PUT https://www.zohoapis.com/crm/v2/Leads/123456789 Headers: Content-Type:application/json Authorization:{my_Auth_Key} Request Body: { "data": [ { "First_Name": "FirstName", "Last_Name": "LastName", "Email": "abc@test.com" } ] } Please let me know how to fixed
Kaizen #21 - Functions in Zoho CRM
Hello everyone! Welcome back to another week in the Kaizen series! This week, we will discuss Functions in detail. What will you learn from this post? What are Functions in Zoho CRM? Creating a function Choosing a function category Function body Integration Tasks Triggering Functions From Zoho CRM functionalities From third-party applications Limits of Functions 1. What are Functions in Zoho CRM? Functions help you accomplish the tasks that are not available by default in Zoho CRM. You must write
C# API GenerateAccessToken failing with self client
Using nuget v2.1.2 of the ZCRMSDK, I try to call GenerateAccessToken with a self-client grant token. The call throws an exception and when I place a debug proxy on the project I see that it is trying to populate the UserMaiilId (see https://github.com/zoho/zcrm-csharp-sdk/blob/master/ZohoCRM/OAuth/Client/ZohoOAuthClient.cs#L84). Attached is the failing code and the failed call to resolve UserMaiilI. Am I doing something wrong?
How to add new Lead to my CRM - php
Hi, I want to use php to auto insert leads. is there a sample how this php file should look? what do i need to include and configure? got lost when i was trying to figure it out. pls assist.
We need static "Authorization: Zoho-oauthtoken" to integrate Zoho apis
We are developer. We have created a form into our website and need to capture users' information from this form into ZOHO CRM as LEADs. We have found api to insert into LEADS, https://www.zohoapis.in/crm/v2/Leads. We need to set header to access api. $headers = array( "Authorization: Zoho-oauthtoken 1000.d402d1455512bce0a1abeb90e6b4d0fc" ); Problem is with authorization token. To create auth token, we found this way. Click on <a href="https://accounts.zoho.in/oauth/v2/auth?scope=ZohoCRM.modules.all&client_id='.$client_id.'&response_type=code&access_type=online&redirect_uri='.$uri.'">Get
Insert Lead using API V2 does not set fields to default values
I have a custom field in the lead table which has a default value. Using the old API this field would be set to the default when I created the lead. It appears that in V2 API the default value is not selected and the field is set to null.
Uploading file to custom field of type file_upload using zoho crm api v2 (Account) - maximum_length error
Hi, So i tried the steps from: https://help.zoho.com/portal/en/community/topic/want-to-upload-images-to-custom-image-fields-using-zoho-crm-api-v2?src=zcomforumjul19 Step 1. Currently I am uploading a file with (POST) https://www.zohoapis.com/crm/v2/files to zoho and get the following Response. { "data": [ { "code": "SUCCESS", "details": { "name": "logo.png", "id": "6bf2752ab70ab22b3341856dcc04107ab137224f724904c1234567890123456789" }, "message": "logo.png
Using Zoho API V2 Without the SDK(PHP)
Hi, I'm currently experimenting with the V2 of the API, but the lack of documentation is rater harsh. I can't find any example or 'required data / optional data' for anything (Insert record, convert Lead etc...) Does the SDK an absolute most to use the V2 or I can use it without it. All the example/documentation I find on the website or else is for the SDK without telling me what is needed to make the call work. Thank you for your quick response.
Access Token/Refresh Token are not being associated with currentUserEmail
I'm working on integrating the Zoho PHP SDK and while I have gotten the Oauth2 flow set up and the database persistence working, it seems that whenever it attempts to utilize the stored Refresh Token to refresh the Access Token it is failing. This seems to be occurring because when the Refresh and Access Tokens are initially created, a useridentifier is not being saved in the database. When the Tokens are being initially generated and saved, the useridentifier is set by checking who the Access Token
Errors While Trying to BulkWrite Upsert C# SDK
Hello, I’m attempting to use the BulkWrite API, CreateBulkWriteJob() with the Upsert operation, however I’m encountering an error that is related to the “required find_by” key. I was hoping someone could provide further information on the purpose and use of this key. If I try to run the CreateBulkWriteJob function without specifying FindBy, I get this exception message: “Required key find_by is not available” If I try to run the function and specify a FindBy key, as seen in the documentation
CRM API not using persistence_handler_class
hi, i have a client working that connects with the CRM PHP API. I have my OAuthtokens in the db, that does work. Now i want to use my own class extending ZohoOAuthPersistenceHandler. so i set: 'token_persistence_path' => '', 'persistence_handler_class' => 'MyOAuthPersistenceHandler', But that class is not getting used, still the ZohoOAuthPersistenceHandler is used. If i look over your existing CRM PHP API code i do not see any code setting my persistence_handler_class. Is this setting not yet supported
Add / Remove Products from an Account
Hello all I was wondering whether it is possible to add or remove the related records such as products from an Account I would like to get that information from another system and have it constantly updated per account. So far I only see there is https://www.zoho.com/crm/help/api/updaterelatedrecords.html method but it only updates the record which is already related. My idea is that if external information says "customer A has products x y z" and in my CRM customer A has k and x added, I would be
PHP SDK: currentUserEmail is not getting saved. There is no useridentifier in oauthtokens record
I have the PHP SDK set up and working... mostly. I've found the problem shows itself in the SDK when the response comes back from the generateAccessToken() method. The ZohoOAuthTokens instance does not have a userEmailId value. Also, when the SDK saves the tokens to the oauthtokens table, the useridentifier field is empty (but all the other values are there). I have traced the empty email field to the API response from the getUserEmailIdFromIAM() method in the ZohoOAuthClient class (In my files it's
CRM API - list records based on presence/absence of activities
I've been struggling to get the following data from Zoho CRM API for quite some time now: list of records that do not have any activities (tasks) at all list of records that do not have any activities (tasks) in the future list of records that have activities (tasks), but they are overdue I can see that the following filter in the UI, but I cannot find it's corresponding filter in the API. My plan was to use this filter to create a custom-view and then list all records in this custom-view via the
Signing up leads from 3rd party campaign
Hi, We are new to Zoho CRM, so Apologizes if this question is too newbie. We are looking for a method to register leads into the CRM by a single URL string. Something like https://crm.zoho.com/inner_path/?name=$anyname&email=$emal&camp=$camp_name I would appreciate any guides for how to workout something like this in zoho crm. thank you
OAuth to REST API
Hi everyone ! I've tried many solution to access to REST API at /crm/v2/users but I always get "INVALID_TOKEN" with self-signed and web-based app. Also, when I'm trying to reach /oauth/v2/token, I got "An error occurred." Could you say me what I'm doing wrong ? Thanks for your help !
Can I use the Zoho CRM PHP SKD to access the Zoho Campaigns API?
I have the Zoho CRM PHP SDK working but I have realized that, though the CRM SDK works well it doesn't appear to be created to access other Zoho API endpoints (i.e. Zoho Campains). Our company needs to use the Zoho Campains API and there appears to be no Campains SDK (that I can find...). Based on the sparse URL based examples given in Campaigns documentation, it appears that I will be required to develop my own classes and methods to for storing the access and refresh codes, and sending requests--basically
UploadFile Error C# SDK
Hello, I'm attempting to upload a zip file with UploadFile, using code from the SDK documentation here: https://www.zoho.com/crm/developer/docs/api/bulk-write/upload-file.html However, when it hits the UploadFile function call, I'm getting an error, and I was curious if anyone else has faced this issue before: Exception: Name Value Type ▶ $exception {"Exception of type 'ZCRMSDK.CRM.Library.CRMException.ZCRMException' was thrown."} ZCRMSDK.CRM.Library.CRMException.ZCRMException Inner Exception:
Zoho CRM API v2 - PHP SDK - Concept issues
We have decided to migrate our PHP application from Zoho CRM API v1 to v2, using the official Zoho CRM SDK. I have seen multiple core problems : - Config file should NOT be in the vendor file. Those file have a chance of being overwritten during a "composer update". We should have a "config_file_path" parameter when initiating the client. - Zoho asked for the database used to store the tokens to be named "zohooauth". This might be a problem for some shared hosting where databases often have a prefix
Kaizen #1 - Fields in CRM #API
Hey everyone, welcome to the Zoho CRM Developer Community series. The series is named 'Kaizen', meaning continuous improvement. Through these series of posts, we aim at resolving all the frequently asked questions, common hurdles, and discuss the best practices to be followed by the CRM developer community. We have five different streams under kaizen. Each one is related to a different stream of CRM development—API v2.0, Functions, SDK, Mobile Development, and Widgets. Every post will be tagged under
SMS integration
Hello, I want to send sms when a new record is added in the leads. But for sending SMS i donot want to use the SMS companies mentioned in marketplace. I want to use the API i have for a different service provider. Is it possible to integrate any sms provider api, if so how can i do that?
Help with Updating Blueprint Stage with the API - Update Blueprint Details - Correct JSON Object
First, I want to confirm it is possible to move from one stage to the next via the API. If so, I am having trouble understanding and formatting the correct JSON object to do so. I have pasted the Get Blueprint Data response of a basic blueprint that I am using to test this capability. Could you help me format the correct JSON object to move to the next stage? {"blueprint":{"process_info":{"field_id":"1516632000020343127","is_continuous":false,"api_name":"Account_Blueprint","continuous":false,"field_label":"Account
Kaizen #18 - Ruby SDK
Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss the Ruby SDK. What is the Ruby SDK for Zoho CRM? Ruby SDK allows you to create client Ruby applications that you can integrate 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 SDK acts as a middle ware between Zoho CRM and a client Ruby Application. What can you do with the Ruby SDK? Exchange data between Zoho CRM
Zoho Api returns HTTP response code 200 but no there is no response JSON payload
We are trying to access ZOHO api Getrecords from internal application .API call was successful and Http response code was 200. But the response payload was empty. Is there a error in the way we are accessing the api? Same authtoken used in a Browser a proper json response is being returned. Url : https://crm.zoho.com/crm/private/json/Accounts/getRecords?newFormat=1&authtoken=XXXXX&scope=crmapi Note : I have masked the authtoken. Below is the response -----------------HTTP REQUEST CONTENTS------------------GET
FreePBX CRM Module with Zoho
Hello We're testing out zoho CRM and therefore trying to connect our FreePBX and Zoho instances. There are two ways (afaik) to connect Zoho and FreePBX: Version A Using the commercial plugin provided by Sangoma "Sangoma CRM". When trying to "Authorize with Zoho" from FreePBX, we get the following error message in a new browser window: ERROR_invalid_client Nothing else, just this. Version B Using the Asterisk 1.14 conncetor provided by Zoho. Following all steps mentioned here: https://www.zoho.eu/crm/help/zoho-phonebridge/asterisk-avaya-elastix.html#Asterisk ends
GlobalSearch page automatically navigate to record when exactly 1 match is found
This is a follow-up to https://help.zoho.com/portal/community/topic/simply-is-there-a-url-to-open-zoho-crm-and-do-a-search-by-a-url-parameter. When I browse to this url to perform a search (https://crm.zoho.com/crm/GlobalSearch1.do?sModules=Accounts&searchword=test), Zoho finds exactly 1 matching record. Is there a way to have Zoho automatically go directly to that record, whenever just 1 match is found?
Problem with inserting record
Hi, I have a problem with inserting Leads., but after sending the data they do not appear in Zoho module. I do not know what the problem is. Am i doing something wrong? Here is my code $fields = '{ "data": [ { "Last_Name": "Daly", "First_Name": "Paul", "Email": "p.daly@zylker.com" }, { "Last_Name": "Dolan", "First_Name": "Brian", "Email": "brian@villa.com" } ], "trigger": [
Sunsetting Zoho CRM API Version 1.0 - Updated (Dec 12, 2019)
Hello folks! The progeny of Zoho CRM APIs is here and we're immensely proud to introduce the latest version, V2, of APIs. Our API team has been hard at work to bring to you an API platform that has OAuth2 support, easy to use JSON response formats and a lot more. The newer version of our APIs can do everything it's predecessor can, and a lot more! We can't wait to share what we have in store for you. Please have a look at our support documents below, for more. API V2 Help document Zoho CRM V2 API
Zoho CRM API Page Size and Sort
I am using the Zoho CRM C# SDK to communicate with the API. I am trying to get a list of all Accounts in Zoho for my company. I tried passing in a page size of 2000 so that I could get them all. I opened Fiddler to see what URL I was actually trying to communicate with, and here it is: GET /crm/v2/Accounts?sort_by=Industry&page=1&per_page=2000&fields=Account_Name,Industry,Modified_Time HTTP/1.1 I am getting a list of accounts back, but I'm only receiving 200 and it doesn't appear to be sorting
Custom Field
Hi, We want to programmatically create new custom fields in Contacts module via API. Is there any endpoint on the API where we can do this?
Can not get refresh token
Hi all, I used this link to get token: with scope: ZohoCRM.modules.all https://accounts.zoho.com/oauth/v2/token?code={grant_token}&redirect_uri={redirect_uri}&client_id={client_id}&client_secret={client_secret}&grant_type=authorization_code But it show: Server error occurred pl help me this problem. Many thanks.
Zoho Notifications Increase Since V2
Hello All, My sales guys are complaining that there's a crazy amount of notifications coming to their phones through the Zoho CRM app. Notifications even come through on weekends when no one is doing anything. The Zoho CRM is linked to HubSpot's CRM through bedrock data, so information is continually passed between them, but not on the weekends. Does anyone know what's going on? This never happened with V1 of Zoho. Thank you so much! Greg
can i set owner id to a note via api ?
Hi, how can i set note owner id , so it own't be api default user can i set <FL val="SMOWNERID">usersemail@email.com</FL> or <FL val="SMOWNERID">3423422</FL> ?
Escaping special characters in API v2 search criteria
Hi, The searchRecords API call says that "special characters like parentheses or comma in the value for a criteria, you must escape them using a back slash". Is there a full list of characters that need to be escaped when using this API method? https://www.zoho.com/crm/developer/docs/api/search-records.html Thanks
Kaizen #16 - Python SDK
Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss the Python SDK. What is the Python SDK for Zoho CRM? Python SDK allows you to create client Python applications that you can integrate 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 SDK acts as a middle ware between Zoho CRM and a client Python Application. What can you do with the Python SDK? Exchange data between
Please add 'Org ID' to webhooks
When you create a sandbox, everything is copied across apart from the data (Which is the problem I'm working on solving now). This INCLUDES the webhooks. So our production server that receives the webhooks does not know if the webhook is coming from production or sandbox. If there was an 'Organization ID' param, our webhook receiver will be able to tell if it's coming from production or a sandbox, without needing to go and disable/edit all the webhooks.
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