Kaizen #24 - CORS and the JS SDK
Hello everyone! Welcome back to another week of Kaizen! In this post, we will discuss the Cross-Origin Resource Sharing (CORS), and how it is used in Zoho CRM's JS SDK. What is CORS? Cross-Origin Resource Sharing (CORS) is a mechanism that uses additional HTTP headers in requests to allow web apps running in origin A, access to selected resources in origin B. The below image depicts how CORS requests are served in a browser. Here, in a web document hosted in domain-a.com, the main page, the layout
Invalid Ticket ID 4834
For my calls to insert contact records i get this error response. Does anybody know a solution to this problem? <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Contacts/insertRecords"><error><code>4834</code><message>Invalid Ticket Id</message></error></response>
Kaizen #22 - Connections in Zoho CRM
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss Connections in Zoho CRM. In this post, we will discuss the following: What are connections? Authentication types Creating a connection Using a connection 1. What are Connections? A Connection (or a connector) is a simple authentication mechanism to connect your Zoho CRM account with a third-party app. Zoho provides default integration support to a wide range of apps like core Google services (Contacts,
New to Zoho, trying to accomplish the following
Hi all— I’m entirely new to Zoho, but I am an experienced developer otherwise. Im building a website with a form on it that once submitted I’d like it to wait synchronously for a few ages to happen on the back end (being Zoho): User submits form, page goes into a period of waiting Form data saved to Zoho CRM as a lead Using lead data from Zoho CRM, execute a 3rd party (external) API call Store the resulting API call data in Zoho CRM and relate it to the new lead Provide the still waiting form submitter
How API auth is working ?
Hello, I'm trying to have API working inside my symfony project. I've been struggling a bit but now I'm able to display current user - this is the first step. My question is about auth. For now what I did is : - Generate self-authorized grant and refresh token from developerconsole - Copy grant token for backup - I generated refresh token by making a POST request with the URL below 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
Kaizen #23 - Widgets
Hello Everyone! Welcome to another week of Kaizen! In this post, we are going to discuss Widgets in detail. First things first—What are Widgets? Widgets are embeddable UI components that you can create and add to your Zoho CRM. You can use widgets to perform functions that utilize data from third-party applications. You can build widgets for Zoho CRM using our JS SDK. For instance, You want your sales representatives to handle new requirements/customization requested by prospects by raising internal
Upload File to File Upload Field with Zoho Java SDK
Hi, I was wondering if it is possible to upload a File to a file upload field in a custom module using the Zoho Java SDK. I am able to upload a file as an attachment like this: ZCRMRecord record = ZCRMRecord.getInstance(...); APIResponse responseIn = record.uploadAttachment(pathToFile); This works fine, but it would be nice if I could upload the file directly to the file upload field instead of uploading it as an attachment. Is this possible and if so how? Thanks
Zoho Webhook
Hi I have a task that requires me when a record is added to Zoho crm I would need to update a record in Pipedrive. Pipedrive will allow api calls that I can use Zoho webhooks to call. The problem is that I need to do 2 webhook api calls. The first is to find the user id (by calling pipedrives getuser method) then retrieve the user id and pass that to the second webhook call and call the pipedrive updateperson api. Can this be done? I cannot figure out how to retrieve a value from a webhook call
refreshToken is blank
When running the following, I get a response and the zcrm_oauthtokens.txt file is saved, but both only have an access token but the refresh token is blank. $configuration = [ "client_id" => $client_id, "client_secret" => $client_secret, "redirect_uri" => $redirect_uri, "currentUserEmail" => $currentUserEmail, "token_persistence_path" => $token_persistence_path ]; ZCRMRestClient::initialize($configuration); try { $oAuthClient = \zcrmsdk\oauth\ZohoOAuth::getClientInstance();
Internal Error - no details
Okay so for the past week I've been trying to automate assigning a correct layout based on some other fields after an automatic Import from Skyvia (which uses API). 1. Workflows (on create) for multiple records are unreliable or not triggered at all - so that option went out of the window 2. Workflows (date/time) worked but since it's not documented I can't be sure if it'll work 3. Mass update - nope, it's supposed to be automatic, I can't have people doing mass updates when they should be doing
zcrmsdk/oauth/exception/ZohoOAuthException with message 'Refresh token is not provided.'
Hi Team, I'm currently following this code sample: https://www.zoho.com/crm/developer/docs/php-sdk/module-sample.html?src=field_details In my $configuration array I have set:- $configuration['client_id'] = {client_id}; $configuration['client_secret'] = {client_secret}; $configuration['redirect_uri'] = {redirect_uri}; $configuration['currentUserEmail'] = {currentUserEmail}; $configuration['apiVersion'] = "v2"; $configuration['sandbox'] = true; $configuration['applicationLogFilePath'] = {applicationLogFilePath};
Response 204 for lead info request
I'm making a request for lead information, https://www.zohoapis.eu/crm/v2/Leads/235277000000516277 And I don’t always get it. Sometimes the answer is 200 and information is lead, and sometimes the answer is 204 and nothing. At the same time, no one changes anything in the personal account. here is the log of my queries: 01/09/2020-14: 46: 44 - answer 200 and information 01/09/2020-14: 54: 43 and later - answer 204 help me please: How to get lead data always? and what does the answer depend on?
Error: getaddrinfo ENOTFOUND workspace-zoho.csez.zohocorpin.com (NodeJS SDK)
Hello community, I'm currently working on a website development using NodeJS SDK and i'm encountering an annoying issue. I am just trying to request my Zoho CRM datas with a simple get all users request (it doesn't work with modules etc either by the way). Here is my configuration : The initialization and my request : Here is the error i have from the response of the request (on the console.log(response) ) : I tried several things like configuration and kind of request changes but always the same
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
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