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 I
Kaizen #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 or
Insert 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(); $grantToken
Zoho 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=200
Insert 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 Tomas
How 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 like
How 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 organization
I 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%3E
Send 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>()
Zapier Integration - Datetime field pulling month value for minutes
I have an integration setup between Zapier and Zoho CRM using the new API. When creating an event entry, I pass a value for the start date/time formatted as: 2019-12-15T15:30:00-06:00 However, the Data Out is: 2019-12-15T15:12:00-06:00 It appears that the Month value is being passed to the minutes value. When I changed the test date to a November date the minutes get changed to '11' instead of '12' as shown in the example above.
Note Attachment - DownloadAttachment() receive Empty ResponseJSON
Hello, I'm trying to get an attachment from Notes Record using c# sdk. The problem is that I get an empty response even if attachment exists. Please see the code below: 1. First I get the "Note" instance. ZCRMRecord recordIns = ZCRMRecord.GetInstance("Notes", {_note_ID_}); 2. get The attachment - try to download attachment FileAPIResponse response = recordIns.DownloadAttachment({_attachment_ID_}); 3. received: {STATUS_CODE=OK,RESPONSE_JSON=,RESPONSE_HEADERS=X-RATELIMIT-LIMIT=0;X-RATELIMIT-
Testing ZOHO CRM API on different organizations / datacenters
Hello, we have developed an integration of our call center service CloudTalk with ZOHO CRM. We have clients all over the world so we would like to test the integration on every datacenter. How we can reach that, please? We have ZOHO developer account situated on the .eu datacenter. For instance, we would like to test the integration on your new .au datacenter. Do we have to create a new organization on that datacenter? Thank you. Best regards, Kali from CloudTalk
Uncaught zcrmsdk\crm\exception\ZCRMException Caused by:'invalid oauth token'
Hello Zoho Team, I am facing this issue again and again when I try to access the Leads module. I generated the grant token with this scope "ZohoCRM.modules.ALL". This is my configuration $configuration=array( "client_id"=>$client_id, "client_secret"=>$client_secret, "redirect_uri"=>$redirect_url, "currentUserEmail"=>$user_email_id, "access_type"=>$access_type, "api_domain"=>"https://www.zohoapis.com", "accounts_url"=>"https://accounts.zoho.in" ); $rest=ZCRMRestClient::getInstance();
CRM what to add conditions in layout
Hello, I am doing layout content and I have this schema : When "Y" is "W" >>Condition 1 (="W" is "W1") = A1, A2, and/or A3 >>Condition 2 (="W is "W2") = B1, B2, and/or B3 I want to ass more condition ("W3" and "W4") but I can't. The button "add condition" disappear after 2 conditions added for one option. Can you help please ? Thanks,
Zoho API v2 - PHP - InsertLeads - Fields
I want to know, my Leads insertion is successful, but the following fields are not affected. "Created_By", "Created_Time", "Last_Activity_Time", "Modified_by" and "Modified_Time" Is it even possible to modify those fields ? The time fields are filled with the current Date and Time The "Created_By" and "Modified_By" are filled with the user information of the token giver For the time type filed, I'm using the following format "2019-05-05T14:20:23+05:30" For the "Created_By" and "Modified_By", I'm
Zoho CRM Custom Connections
Hey Everyone, I'm working on adding a connection as a custom service in CRM. I have all of the required credentials for Oauth2.0, but I'm having trouble with authentication, though it is working for me in my Postman client. When I insert all of my credentials, I am getting the following error: This error isn't giving me any indication of what is going wrong with the authentication. I am not sure which parameters I should and shouldn't include in the URLs (include scope & client_id in the query string?)
PHP SDK: generateAccessTokenFromRefreshToken returning NULL
Hello all, I'm having problems generating the access token from refresh token when using the generateAccessTokenFromRefreshToken function. Firstly, I'm using CURL to receive both the access_token and refresh_tokens. Maybe this is where I am going wrong, as the access token is already successfully created? If anyone could help, that would be great. Please see code below: $curl = curl_init(); curl_setopt_array($curl, array( CURLOPT_URL => "https://accounts.zoho.eu/oauth/v2/token?client_id="
I'm having a problem with Bulk Write API in Zoho CRM Plus Contacts Module
Hi . I have some questions about integrating REST API with my Nodejs App. I'm new to Zoho and haven't used it before. The current client I have is using Zoho CRM Plus and he is requesting a csv file upload which he is going to do that an automatic process everyday , which I'm doing to achieve this by doing a cron job in my server and executing bulk write api functions. I've already created a developer app and got the refresh token with this scope : ZohoCRM.bulk.ALL,ZohoCRM.modules.contacts.all,ZohoFiles.files.ALL,ZohoCRM.org.ALL,ZohoCRM.settings.fields.all
WARNING for anyone using Zoho SDKs
After our code randomly stopped working, and started erroring with bizarre errors, I discovered that the PHP SDK (at least) has had a bunch of params changed. $module::getRecords() has changed, as well as a huge number of other things. Here's the commit: https://github.com/zoho/zcrm-php-sdk/commit/d09a5731ecdd47dbc7eb8371883296139069f6c7 This should have been a major version bump, but it's appeared in 2.0.9, instead of 3.0.0
cURL REST API: INVALID TOKEN
Hello all, I was having problems with the PHP SDK, so am also trying with cURL, however I'm getting a INVALID TOKEN response. I've successfully received both an access_token and refresh_token from https://accounts.zoho.eu/oauth/v2/token endpoint. I'm then using curl and pasting that access_token with REST API. For example: curl "https://www.zohoapis.com/crm/v2/settings/modules" -X GET -H "Authorization: Zoho-oauthtoken PASTED_ACCESS_TOKEN_FROM_PREVIOUS_RESPONSE" However, I'm getting the following
Looking for a Zoho Freeelancer(contract basis)
I'm looking for a Zoho Pro Freelancer to customize my CRM that should align with my business process. Please refer someone who is perfect for this job. I don't have the time to post it on any freelancing sites.That's why I post it here. Thanks.
Why no zoho meetups in Pune, India?
https://community.zoho.com/meetups/#calendar_view
CRM API Version 1 vs. Version 2
Hi, I'm starting to integrate our site with Zoho CRM, and there seem to be 2 API versions: 1) https://www.zoho.com/crm/help/api/ 2) https://www.zoho.com/crm/newhelp/api/v2/#introduction The V2 API looks great - but I can't see how to authenticate - it says OAuth, but doesn't tell me what the Token Request/Access/Refresh URLs are, or where I can get a Client ID & Secret, and the Zoho-Authtoken authorization fails. The V1 API has better documentation of Authentication, but worse documentation of API
Searching record with Invoice_Number working only one Id
Dear Sir, I am trying to get record with Invoice_Number, but it returns with no content. If I provide Invoice Number "OT100585" then it returns data there. But for all other Invoices such as "FABS000559" which is available on my zoho account, it return No Content. I generated a fresh tokens for it. those worked find but end result is same. Can you guide me where I am making mistake. Regards
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