How to load list of participants in the event over API?
Hello, Is there a way to load list of invitees/participants of the event over the API? We are able to load the event by its ID, but API response does not contain information about invitees/participants (on the UI we see that event has 7 participants). Thanks!
Getting Invalid Ticket ID error
Hi, I am getting the following error when I am calling any request CRM API: Request UR: https://crm.zoho.com/crm/private/xml/Leads/getRecords?authtoken=0fed3246284151aea65a768d9e051e90&scope=crmapi Please check the below and error and let me know the solutions. Thanks Shams <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Leads/getRecords"> <error> <code>4834</code> <message>Invalid Ticket Id</message> </error> </response>
Convert Lead into Account, webhook
Hi, guys! I need to notify 3d party services when lead is converted into account. Is there a way to setup a webhook on Convert? Did not find any information about that Thnx
invalid oauth token
Hi, I'm trying to make an API call to add data to a custom view in Leads scope. I'm getting grant token, refresh token and access token successfully with help of curl call and than PHP SDK. My problem is when I want to get Leads fields I get 'invalid oauth token' message. My user has restricted access, I only see the custom view in top navigation when accessing ZohoCRM with my user. Code I'm trying to use to retrieve field values is: $config = [ 'client_id' => $clientId, 'client_secret' =>
Unable to push GCLID to Contact Module
Hi, I am able to track GCLID from my web form to Leads Module. Now my problem is google takes upto 36 hours to populate the information, however As soon as my sales team get lead they start working on this and if customer is ready to buy product then convert that as Contact. Now while converting as contact my GCLID code does not pass through to contact and we are not able to track any details from Google Adwords. Is there any way to pass GCLID to contact while converting lead to contact prior to
I have a problem linking task with Invoice
Hi Zoho Developer, I have written a code in php zoho api which create task and assign it to the invoice. Create task is working fine and its creating task into zoho panel but its not linking with the invoice. Please find below code: $crmid = "3051265000001316001"; // customer id $realted_to_id = "3051265000003854220"; // invoice id $task_data = array( 'Subject' => "New Invoice - 22", 'Due Date' => date('Y-m-d',strtotime("10-10-2020")), 'Status' => "In Progress", 'Priority' => "High",
Getting tickets from ZOHO API V2
Hello everyone, I am trying to get customer tickets for showing them in our shop interface. I have access token. After that i post fetch this url: https://www.zohoapis.eu/crm/v2/Tickets/search?email=".$email I cannot receive the results, as it says wrong module?? On api V1 it worked, but we must use V2 since you are shutting down V1. ANy help here?
Zoho V2 API - Having problems with user not set in configuration map? (PHP-SDK)
Hi Zoho, I am relatively new to the useage of the API and I am trying to get my head around it. I am currently running a test case to see whether I can get the api to behave the way I intended. For the sake of simplicity I am an EU client and I am enrolled into my sandbox account at: https://crmsandbox.zoho.eu/crm/org20067752432/tab/Home/begin I am getting 'Fatal error: Uncaught zcrmsdk\crm\exception\ZCRMException Caused by:'current user should either be set in ZCRMRestClient or in configuration
ZohoSDK Api v2 C# - Connect to CRM
Hello Zoho, I'm currently testing out the ZohoSDK API v2. I've managed to connect to the CRM and have been able to get some details from the CRM or insert a Lead into the CRM. So far so good. However, to get this to work, I need to use the https://accounts.zoho.eu/developerconsole to generate a grant Token and paste this is my code. This gives me back an accessToken and a refreshToken. I don't want my endusers to have to do this .. ever, because it's troublesome and cumbersome. I have 2 questions:
Connecting with Zoho CRM via API error
Hi support, I am trying to connect with Zoho CRM via API C#, but I have an error during run the method(System.NullReferenceException: 'Object reference not set to an instance of an object.'), I think there is something wrong with the configuration could you please help me at ZCRMSDK.CRM.Library.CRMException.ZCRMLogger.LogError(String message) at ZCRMSDK.CRM.Library.CRMException.ZCRMLogger.LogError(Exception exception) at ZCRMSDK.CRM.Library.Api.Handler.OrganizationAPIHandler.GetUsers(String
Page Layouts Not Showing Custom Fields Data With ApiMethod "getRecordById"
Hello, I've three number of layouts in Deals 1. Insurance 2. Banking 3. BroadBand All of above three layouts contains different text fields and we store data in those fields. Now try to understand my scenario. Deal 1 POTENTIALID : 2389429384212154 Name : abc Stage : abc Layout : Insurance Tenure : 10 years Premium : 10,000 Deal 2 POTENTIALID : 238942932121545 Name : efg Stage : efg Layout : Banking Loan Amount : 1,000,00 Bank Name : SBB Deal 3 POTENTIALID : 238942938429384 Name : hij Stage : hij
C# .net Zoho CRM V2 API sample?
Does anyone have advice or a sample of how to connect to V2 API from a C# .net application? My scenario is that I'm developing a Windows Desktop application that needs to lookup contacts by phone number in Zoho. Looking at the authentication APIs I'm confused in that it sounds like somehow I'm supposed to setup a web server but I can't see how I'd do that with a normal desktop application. Also, it appears that the third party .NET interfaces for Zoho are based on the V1 interface which is end
Simplest skinniest curl based (REST) code to add a new lead
I am using PHP but I really hate the idea of adding over 600K to my project just to call Zoho. I need the skinniest example of how to add a new lead to an existing list that exists with a v2 (or later) supported REST (curl based if needed) call. The API options are far too confusing for a simple use case. I have an integration that needs about 2 K of code...probably less. Adding an entire SDK to my project is WAY too expensive. Do you have a solution I can refer to?
ERROR: No Tokens exist for the given user-identifier,Please generate and try again
Hi Zoho Team, I'm trying to use the SDK for PHP because I'm transfering API from v1 to v2. I generated the self-authorized grant token and Access Token from refresh token. However, when I try to test the connection and get some data from my CRM account I get the error: PHP Fatal error: Uncaught zcrmsdk\oauth\exception\ZohoOAuthException Caused by:'No Tokens exist for the given user-identifier,Please generate and try again.' in /var/www/html/BARsnp/lib2/vendor/zohocrm/php-sdk/src/oauth/persistence/ZohoOAuthPersistenceByFile.php(46)
Upload file to field using PHP-SDK
Hi all! Using this documentation I am trying to upload a file to a field in a Leads record, but it doesn't work. Below is my code: $record = get_record('Leads', <Lead-ID>); $filepath = '/path/to/my/file.docx'; $record->uploadAttachment($filepath); Besides not seeing the file appear in the Leads record, I also get an error message: Notice: Undefined offset: 1 in zcrmsdk\crm\api\response\CommonAPIResponse->setResponseJSON() (line 105 of /var/www/html/vendor/zohocrm/php-sdk/src/crm/api/response/CommonAPIResponse.php).
Php Sample code
Hi. I'm trying to configure zoho crm sdk with php. I have followed the documentation (https://www.zoho.com/es-xl/crm/developer/docs/server-side-sdks/php.html#Configurations) but i can't found the resources folder and neither the configuration.properties file. Also look for sample codes on the internet but i haven`t found any that help me to configure the tool correctly. Will there be an updated sample code that helps me to perform the initial configuration?
java.lang.ClassNotFoundException: com.zoho.oauth.clientapp.ZohoOAuthFilePersistence
I am attempting to impliment the Java SDK. I have added all dependencies to my package using maven. I have configured ZCRMRestClient to use FilePersistence. When I attempted to obtain Auth Tokens using ZCRMRestClient.initialize(GeneralSettings.ZOHO_CONFIG); I get the following error: com.zoho.oauth.common.ZohoOAuthException Caused by : java.lang.ClassNotFoundException: com.zoho.oauth.clientapp.ZohoOAuthFilePersistence I understand the error, it can't find the ZohoOAuthFilePersistence class. But I
Custom Persistence Handler Class for Zoho CRM PHP SDK
I'm working on integrating PHP SDK for Zoho CRM and building custom persistence_handler_class outside vendor dir. I had to insert: else{ require_once realpath(self::$configProperties[ZohoOAuthConstants::PERSISTENCE_HANDLER_CLASS]); $str=basename(self::$configProperties[ZohoOAuthConstants::PERSISTENCE_HANDLER_CLASS],".php"); $str = "My\Namespace\Dir\\" . $str; <<< ----- THIS CODE ------------------------ return new $str(); } inside "vendor\zohocrm\php-sdk\src\oauth\ZohoOAuth.php"
Creation of Code for Self-Client is down
Hi, there is currently something broken with the creation of self-clients in the developer console of Zoho. When I click on "Show code" nothing happens. I looked in the developer console of Chrome and found that the POST Request to https://accounts.zoho.com/oauth/v2/self/token/generate is throwing a 400 status every time I click on the button. Please fix!!
Zoho C# CRM SDK missing duplicate_check_fields
The ZCRMSDK for C# is missing the optional post for duplicate_check_fields on Upserts (UpsertRecords). In the documentation (https://www.zoho.com/crm/developer/docs/api/upsert-records.html) it mentions the use of the duplicate_check_fields, however neither the example in C# on that page nor the SDK supports that.
Im using zoho php sdk with a custom token persistence class but it always tells me class not found
Followed the instructions here https://www.zoho.com/crm/developer/docs/php-sdk/token-persistence.html#custom However even if the class does exist, i always get an error from ZohoOAuth.php line 141 `Class 'CustomPersistence' not found` This is weird because it pases the require_once statement in line 139.
error while generating my zoho crm auth token for woo commerce i have zoho one subscription
https://accounts.zoho.in/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=[hamaaridukaan@gmail.com]&PASSWORD=[GyPsFfpS9CVr]&DISPLAY_NAME=[Zoho Crm] this is my url email:- hamaaridukaan@gmail.com generating for cloud connector
ZOHO CRM Permanent Access Token API V2
Hi!, I,m currently implementing ZOHO DESK and ZOHO CRM for our web based service. In case of DESK, everything went smooth in terms of authenticating request. I just generated permanent Access Token and started using DESK API to send request. For example when a user during his visit on our website post a comment, we create a ticket in DESK etc. IT's great! BUT when it comes to ZOHO CRM, I strugle to autheticate any request. How can I generate permannet Accees Token for the account where I'm the owner
Self Client setup does not accept required scope
I do the self client setup to get the grant token. I tried the following scopes but it throws an error: ZohoCRM.modules.ALL, Aaaserver.profile.READ from your self client webpage and the ajax call returns an html error page. Your doc says this scope is required but it does not accept it. The following DID work: ZohoCRM.modules.ALL, ZohoCRM.settings.ALL I got a grant token and made the call to get the access token and this return a successful json block as follows (I am xx-ing out the access and refresh
Replacing returnURL with success message webtolead form
Hi can anyone help me change the ReturnURL to a success message on the Web to Lead form? I have tried speaking with Zoho support on the phone a few times and they just dont' understand what I am trying to achieve and have not been any help at all so far. any help would be MASSIVELY appreciated. Thanks!
Problem retrieving related lists
Hi, I'm having issue retrieving related lists records when using a loop. As the first record doesn't have a value for the related list, the rest of the loop fails (No Content) and stop after this first record. If I target the record outside of the loop, using an ID with a known value, it is ok. foreach ( $records as $record ) { $bulkAPIResponseList = $record->getRelatedListRecords( "Formations_initiales11" ); $relatedRecordsList = $bulkAPIResponseList->getData(); } As the first result has no value
Zoho CRM WebApp validates, yet uploading it returns internal server error
Hi, I'm trying to get a custom WebApp working in Zoho CRM. I downloaded the sample app off GitHub (which didn't work initially due to using self-closing script tags and the plugin-manifest being set to ZES instead of CATALYST ). Although, once fixed, the sample app still doesn't exactly do a lot, I tried uploading it to CRM. Once I get to the "Share to" step and click "Save" a popup appears stating "Internal Server Error". The app never shows up in CRM. I'm not provided with any information to debug
Accessing "Developer Edition - Zoho CRM" over CRM API
Hello! Like the title says I want to access the developer edition of the CRM over the API. It that even possible? And if yes, how? The problem is, that I created custom modules and cannot see them when querying the API. I suppose that the CRM API only connects to the production environment. I also could find any specific URLs for the developer edition to access over API, like: production: http://www.zohoapis.eu... developer: https://developer.zohoapis.eu... Thanks in advance!
Invalid file_id null in /crm/bulk/v2/write but file well created
Dear Zoho community, I'm trying to make a bulk/write on the eu API. CSV is created, uploaded, file_id is received, and when I call /crm/bulk/v2/write with the file_id in resource[0].file_id The error message is like above. Do you have an idea to solve this thing ? Thanks a lot Best regards Edouard { "status": "FAILED", "message": "invalid file_id null.", "type": "data", "module": "Accounts", "field_mappings": [ { "api_name": "Account_Name", "index": 1, "format": null, "find_by": null, "default_value":
i can't create Criteria using Invoice_Date by PHP
Hi, thank you for match information about zoho api. today , i want to get invoice data of last month. so i create a php code below using zoho-php-sdk v2. $zcrmModuleIns = \ZCRMModule::getInstance("Invoices"); $from = '2019/07/31'; $to = '2019/09/01'; $criteria = '((Invoice_Date:After:'.$from.') and (Invoice_Date:Before:'.$to.'))'; $response = $zcrmModuleIns->searchRecordsByCriteria($criteria); but i get only error message like this. ZCRMException invalid query formed Request i want to know how i
Maven distribution for Java SDK is here.
Hello folks! The much awaited Maven distribution for Java SDKs is here. You can include the SDK using either Maven or Gradle build. It has been updated in the help and please head over to this page given below for the code. Java SDK help documentation Cheers, Chakra User Education | Zoho CRM
API - Inserting Contacts into Zoho and having them associate with Accounts
Hi, I can successfully connect with the API and insert leads and accounts into the CRM from a CSV file. Now I'm preparing to write the calls to insert Contacts, but have no idea how to make sure they associate with the Accounts. The data we get does NOT have a Zoho CRM ID with it, and we may have duplicate Account Names. The whole point of this is to automate this process so that we don't have to manually import (which won't trigger the workflows we want triggered anyway). So, I'm using php and
Using Verions I of the API why can't I pull Custom Modules?
I have some .NET code that calls the version I web services using the https://crm.zoho.com/crm/private/xml/LinkingModule1/getRecords If I do a standard module like Contracts it works. But not for The above custom linking module. LinkingModule1 shows in the list of modules but I cannot pull the data. From what I understand the client has Enterprise Edition. What am I missing? and thanks ahead
CRM Api Request Call
I'm working with a call to get an api token as part of a development but seem to not be getting any output now. Is there a limit to how many calls to get the token we can use and is there a way to change the limit or reset it? call I'm using: https://crm.flowteapp.com/crm/apiauthtoken.do?EMAIL_ID=[email_address]&PASSWORD=[password]
Adding a script for multi-level sales programs, payout and signing of client agreements
Hi Zoho Community, Presenting an Idea my team and I discussed. We were wondering if it was possible within Zoho CRM to add a script or custom function for multi-level sales programs, payout and document signing experiences. This script or custom function would provide affiliate tracking for 3rd party applications. Feel free to chime, clarify or comment community and thanks in advance for reading. Best, Textmunication Sales and Marketing Team www.textmunication.com/contact-us/
Add Symantec VIP Access 2 Factor
I'm referring to the optional added security feature used when logging into any ZoHo account. Symantec VIP Access It's extremely popular for those of us who prefer not to use Google Authenticator. Thanks, D
SugarCRM Migration
Hi Im looking at Zoho as a CRM replacement for my customer database. I currently use SurgarCRM (v.6.5) I signed up for the free account for ZohoCRM, and started to look around. I have some developer experience, I created some custom models for my CRM database for Sugar and I want to know where the best place to get started to see how this is going to look in migrating these custom models to ZohoCRM. I was wondering if someone could recommend a starting point. Does Zoho offer any assistance to migrate
The remote server returned an error: (400) Bad Request.
My application that uses the Zho rest api has been working flawlessly for the last 4 months. But today it started throwing "The remote server returned an error: (400) Bad Request.". My credentials work fine in Postman, and also in my app. My c# app usees HttpWebRequest so I tried using WebRequest, but I got the same result. Seems like it must be something at Zoho since I didn't change anything in my app. I am using the V2 api "https://www.zohoapis.com/crm/v2/"
Webhook blocked due to security reason
I'm getting this error "Webhook blocked due to security reason" on webhook trigger , the target endpoint URL is https and backed by a worldwide trusted certificate , please suggest where can I dig further to realize the actual mismatch . thanks
unable to get access token
Hello, Do not know why the api procedure is really hard for the developers Pretty simple method and defined pretty much puzzled way. I followed your steps I understood first you will have to get self client a grantToken ok understood did the same and also followed example code $oAuthClient = ZohoOAuth::getClientInstance(); $grantToken = 'xxxx'; $oAuthTokens = $oAuthClient->generateAccessToken($grantToken); var_dump($oAuthTokens); now suddenly on next step you are saying to be a refresh token
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