Authentication Token Generation
Hello i c'ant find the Settings button in my CRM API page any help please note : i creat my demo acount with google identification Thanks
Associate product with price book through api
I'm looking for a way to associate a product with a price book using the REST API. We have many product changes per day (including sales price and our cost), so it makes sense to update these as they happen through the API, but I'm unable to find any information about how to do that. Anyone who can point us in the right direction would be appreciated. Thanks.
New PHP SDK Critical Bug
I tried upgrading to the new 2.0.2 PHP CRM SDK, but there's a critical error that makes it impossible to use. When trying to get a BulkAPIResponse, the code says this: if (array_key_exists(APIConstants::VARIABLES, $bulkResponseJSON)) { However, 'APIConstants' does not have anything defined as VARIABLES, which means it always crashes: Symfony\Component\Debug\Exception\FatalThrowableError : Undefined class constant 'VARIABLES' at /usr/local/cat/vendor/zohocrm/php-sdk/src/crm/api/response/BulkAPIResponse.php:108
How to set scope for mass update of Custom Modules?
I am facing a problem that when i setup a scope for Custom module to mass update through Mapp update API,for getting code its showing "ERROR_invalid_scope", When i used system defined module(Leads,Deals,Accounts etc.) its working perfectly fine. but when I use custom module(Api name or custom name) its showing an error "ERROR_invalid_scope".
zcrm_oauthtokens.txt generated in root directory - is that OK?
Hello, We are using the PHP SDK in the self-client scenario. It does not look like the token_persistence_path is being respected and zcrm_oauthtokens.txt is generated in the website root directory. I.e. the TXT file ends up in www.mysite.com/zcrm_oauthtokens.txt not the path we specified. I don't know enough about OAUTH system to know if this a security issue, but wanted to confirm. (I am not sure it would be more secure in my specified path, but at lease it wouldn't be easily guessable URL) It does
Current Record ID
I have created a widget which I launch from within a contact view. The ultimate purpose of this widget is to call a third part api. Some of the information I want to pass to the api is the Current Record ID and the Current Record Full Name. How do I get those pieces of information for the record that I launch the widget from?
Uploading PDF Attachments to Lead records using Zoho SDK v2.0.1.0
I am working on a c# application that utilizes the Zoho SDK v2.0.1 to create Lead records. Once the Lead record is successfully created, I need to upload the relevant PDF file as an attachment. Once the CommonUtil.ValidateFile() method confirms that the filepath exists and is of acceptable size, I call the UploadAttachment() method on the ZCRMRecord instance. The returned APIResponse object confirms that the operation succeeded (STATUS_CODE=OK, Status = "success"), and the included ZCRMAttachment
API Self Client - failing to get a refresh token / access token from authtooauth call
Hi, Do you have 1 example of how to do this correctly ? I have an auth token and believe I need to use "Self Client" model. So, using an existing auth token, I build a POST with the following data (json-formatting the below gave me an invalid response type error): client_id=1000.xxxxxxxxxxxx&client_secret=yyyyyyyyyyyyyyyyyyyy&grant_type=authtooauth&authtoken=9b3zzzzzzzzzzzzzzzzzzz4b&scope=ZohoCRM.modules.ALL I send this to https://accounts.zoho.com/oauth/v2/token/self/authtooauth since my Zoho instance
REST-API v2: search in CRM with ampersand
Hello, currently, we have some companies in Zoho CRM under the "Accounts" module. Some of them contain an ampersand (&) in the account name which makes it impossible to search for. E.g.: GET https://www.zohoapis.eu/crm/v2/Accounts/search?criteria=(Account_Name:equals:Buch Musik) works fine. But GET https://www.zohoapis.eu/crm/v2/Accounts/search?criteria=(Account_Name:equals:Buch & Musik) throws http error 400 (invalid query formed). I tried to escape the ampersand (\&), I tried to replace it by %26,
Sales Order Export Directly to Deal Attachment
Currently when we export a sales order to our sale order template it is downloaded to the sales person's computer and then they have to manually add it to the Deal in the attachment related list so we can add it to Zoho Sign to send for a signature. I want to export the PDF directly to the deal. Can I do this within the CRM? Or with Zoho Flow?
Phonebridge and Lead/Contact Lookup
I've succesfully integrated Phonebridge/Asterisk with Zoho CRM and it's generally working. I'm running into an issue where leads created in Zoho CRM aren't available for the PhoneBridge integration until after some period of time 30 seconds to a minute. Is this configurable? Is there a way to make newly inserted records immediately available for phone bridge?
PHP SDK ZOHO CRM
Buenas Tardes Me Llamo Jorge y recién comienzo con ZOHO CRM Mi duda es que al instalar el sdk PHP Zoho https://www.zoho.com/crm/downloads/php-version1.pdf me pide que cambie los parámetros de oauth_configuration.properties en la ruta vendor/zohocrm/php-sdk/src/resources No obstante, a mi no me aparece la carpeta "resource". Me aparece las carpetas "crm" y "outh". Pero no esa carpeta. Abre cometido un error al instalar o sucedió otra actualización en ZOHO. Gracias de antemano
Zoho CRM Extension - Test Your Extension - Sandbox Instance - Missing Vendor Module
Hello All, We have developed a Zoho CRM Extension via the developer.zoho.com, which depends on Accounts and Vendors module . While trying to test the extension, a sandbox CRM instance like (https://plugin-extensionname.zohosandbox.com/crm) gets created with our extension components. However, we noticed the Vendor tab is missing. Our extension requires the Vendor module for successful test execution. Relevant screenshots attached. Is the sandbox CRM instance missing the module? Is there a way to enable
Building a Simple iOS App for Service Engineers using Zoho CRM
Not Every department in your company works the same, With the help of Zoho CRM SDKs not only you can create customised experiences for your CRM users but also build custom solutions on top of Zoho CRM to run your business. Introducing SerWiz - A simple mobile app for service engineers, through which they could have a quick look at their assigned jobs, go on the field and get their job done, all of this using Zoho CRM as the backend/the source of data. We'll be using the Zoho CRM iOS SDK to build
Is it Possible to integrate ZOHO CRM with Salesforce?
I am new to zoho crm.Can we integrate zoho crm with Salesforce? My requirement is when i create a record in zoho crm it should also get created in salesforce Can anyone help me Thank you Prudhvi
AuthToken Generation Error
https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=[Username/EmailID]&PASSWORD=[Password]&DISPLAY_NAME=[ApplicationName] I had tried this url to generate AuthToken but inspite for entering correct username and password it shows "Invalid Password". Please help me as soon as possible. Thanks.
Zoho-CRM china domain API integration issue
I have created account on https://www.zoho.com.cn/ ie. Zoho's China domain for Zoho-CRM integration. and followed steps mentioned on https://www.zoho.com/crm/help/developer/api/oauth-overview.html. 1)Created account on https://www.zoho.com.cn/ 2)Created developer app on https://accounts.zoho.com.cn/developerconsole 3)As mentioned on above documentation page I hit https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.users.ALL&client_id=CID&response_type=code&access_type=offline&redirect_uri=https://www.lipsum.com/.
"invalid oauth scope to access this URL" when trying to retrieve info
Hi, I'm receiving "invalid oauth scope to access this URL" when trying to get curent user: $rest=ZCRMRestClient::getInstance(); $users=$rest->getCurrentUser()->getData(); I've tried two scopes: aaaserver.profile.READ and ZohoCRM.Modules.ALL None of them are working. Maybe someone can help. If need any more info - let me know.
Zoho Phonebridge API
Is it possible to use the Zoho Phonebridge API to do an additional phone system integration? What would the process be for doing this? We are willing to do the development, but it appears we would need access to the connector framework on the client side.
How to add custom field to Deal using API v2?
And how to retrieve it using same API?
Write data to a write protected field
Hello! Is it possible and if how, to write to a write protected field? In the CRM there is a field marked as write protected and that protection can only be lifted by administrators. That is okay, so that no nomral user can change the value. But we want to fill that field with initial data over the API. How is that possible? Thank, Marco
api limits - subscriptions
Hi, I can't find api usage statistics in my account. https://www.zoho.com/crm/developer/docs/api/api-limits-v1.html According to this documentation, i didn't find anything about subscription api in the developerSpace on Zoho CRM. Is it because i use a free account? It's very important for me to evaluate api limits. Thanks, Regards
How to integrated Zoho CRM Api V2 into an php app
Hello, Im using this documentation: https://www.zoho.com/crm/developer/docs/server-side-sdks/php.html But i have many questions. 1 ) At Self Client, where is the list of Scopes i can use? 2 ) i wanna created news oportunities from my app wen an user register, as i see, Api Module Name are Leads but wen i see this code example: https://www.zoho.com/crm/developer/docs/php-sdk/record-samples.html?src=create_record what is "Record_id" if i'm creating a new record? The documentation are some confused,
cURL PHP : Note : Cookie is disabled in your browser. Please enable the cookie to continue.
So I'm trying to get the *grant token* in my uri with this cURL REQUEST. The result I get is this : Note : Cookie is disabled in your browser. Please enable the cookie to continue. I know for a fact that my cookie are enabled. No doubt about it. Can someone tell me whats wrong $uri = // My URI $scope = // My scope $clientid = // My client ID $accestype = //My access type $ch = curl_init(); $url = "https://accounts.zoho.com/oauth/v2/auth?scope=" . $scope . "&client_id=" . $clientid . "&response_type=code&access_type="
Help with buttons
I need help with handling the button. At zoho developer. I can't get the button to open a tab with a typed field with another confirmation button within the same tab. I wanted the value entered to be assigned to another field in the traction modules and thus treat the data. I can do that, if so how? I was able to handle the data already, but the problem is in the button. if it is not possible to enter a text camp, is it possible to place a confirmation button on the tab? thanks
Problems using Record Upsert API when trying to check for duplicates
I'm trying to use the Record Upsert API and am running into problems with how to specify the proper duplicate check fields. I'm using cURL, and can't figure out where you want me to include the `duplicate_check_fields` parameters I tried putting it in the URL: https://www.zohoapis.com/crm/v2/contacts/upsert?duplicate_check_fields=Contacts-Email,Last_name And in the data, both inside and outside of the data array: { "data":[ { "Company":"<COMPANY>",
Do we have to use OAuth after 2019/12/31?
I am a PHPer. I am migrating the API from V1 to V2. Can we use https://accounts.zoho.com/apiauthtoken/nb/create?COPE=ZohoCRM/crmapi&EMAIL_ID='.$email.'&PASSWORD='.$password.'&DISPLAY_NAME=SGCRM' to generate a token to request the V2 APIs? Because I found that I can also request V2 APIs by putting this token to the header(Authorization) now. Thank you.
Case insensitive search records on CRM API v2
Hi, Is it possible to do a case insensitive search on CRM records using the Search Records (https://www.zoho.com/crm/developer/docs/api/search-records.html) API call? Thanks.
API Related Records in bulk?
Using the API I can query for related records like Stage History for Potentials, but only one at a time. I've been able to do this using this doc: https://www.zoho.com/crm/help/api/getrelatedrecords.html Is there a way to query for more than one of these at a time? As in, I'm looking for a way to get more than one Potential's worth of stage history with a single request. The downside of doing it one at a time is that it 1) hits our quota limits very quickly even though we're on the "enterprise" plan,
API V2 GET CRM Accounts returns missing data using php/Wordpress wp_remote_get()
Hi, when using the endpoint https://www.zohoapis.com/crm/v2/Accounts in Postman I get all the correct data, however using exact same call in php/Wordpress the data comes back really strange. With Postman there are 117 records, using wp_remote_get (or wp_remote_request) it *says* there are 117 records, but there are only 31, and many fields are just missing. I understand this might not be a Zoho-specific thing, but if anyone has run across this issue please let me know. Simplified version of code,
I try to attach a document on the field in Zoho, But I fail and response me error 400, which is wrong format
Here is the code var reader = fs.createReadStream('1.txt'); var form_data = new FormData(); form_data.append("file", reader); var joson_form_data = JSON.stringify(form_data); var response = await axios({ url: `https://www.zohoapis.com/crm/v2/${module}/${recordID}/Attachments`, method: "POST", headers: { Authorization : `Zoho-oauthtoken ${accToken}`, "Content-Type": "multipart/form-data" },
Getting Error from Zoho CRM API C#
Hi, I am trying to connect my application to Zoho API using C# SDK but I am getting the following error. It seems like the connection is fine but it is unable to get the data. I have enabled the module.all scope and read scope, for access token, as well. ZCRM_INTERNAL_ERROR Object reference not set to an instance of an object. Here is my code: public static Dictionary<string, string> config = new Dictionary<string, string>() { {"client_id","1000.xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx"}, {"client_secret","xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx"},
Issue using Search Records API
Hello, I had an issue using the REST API : Search Records. I tried the following request url: `https://www.zohoapis.eu/crm/v2/${bundle.inputData.module}/search`, method: 'GET', headers: { 'Authorization': `Zoho-oauthtoken ${bundle.authData.access_token}` }, params: { 'criteria': bundle.inputData.criteria } with bundle.inputData.criteria = (caller_number_bare:equals:6xxxx) or (Email:equals:elodie@xxxxx.fr) and bundle.inputData.module = Contacts It gave me 3 contacts instead of
insertRecords method: mandatory fields (Contacts)
Hello, I'm inserting Contacts to Zoho CRM. I found information that for Contacts mandatory field is Last Name (https://www.zoho.com/crm/help/api/modules-fields.html#Contacts). But I noticed that I can put Contact without Last Name, if it has Email, but I can't insert it if it doesn't have Email. Parameter duplicateCheck is set to 2, newFormat to 1 (I tried also with 2) and version to 2/4. Is this my incomprehension or Zoho documentation is wrong? Thanks to look at this, Eve EDIT: If I try to put
Python SDK | API call returning zero results
Hello I'm trying to fetch records from my Contacts and Leads database in Zoho CRM. As of now, the account is only populated with sample from Zoho. I've read all the documentation but cannot understand why the call is returning zero results. Can you help? thank you from zcrmsdk import ZCRMRecord, ZCRMRestClient import json config = { "sandbox":"False", "client_id":"hidden", "client_secret":"hidden", "redirect_uri":"http://localhost:8000/some_path", "accounts_url":"https://accounts.zoho.com",
Developing new functionalities for Zoho CRM, the platform way
In general, products are only as good as those who use them. When it comes to Zoho CRM, the greater the user needs, the greater the product must be enhanced in the form of workflows, blueprints, third-party integration, and more. These customizations inside a product can be done using the developer tools present inside Zoho CRM. However, in terms of usage, some customizations are specific to an organization while others are more global. For example, a use case for a workflow directing a unique sales
OAuth Self Client Scope definitions
I am trying to setup the API v2 OAuth using "Self Client" as we do not have OAuth2.0 setup yet, but we don't want ot develop any API calls with the soon to be depreticated ZOHO ApI v1. I am on teh API document: https://www.zoho.com/crm/help/api/v2/#oauth-request and under "Step 1: Register your application" It shows the "Self-Client" it says: "In case the user does not have a domain and a redirect URL, the self-client option can be used to get access token." Where is there a list of the Scope(s)?
Creating bulk read job with callback - no data posted to callback url?
I am creating a bulk read job with bulk api and use a URL as callback. The documentation says: 'The Bulk Read Job's details is posted to this URL...'. But there is no data posted to the URL (in php, the $_POST array is empty). The callback page is called (I wirte a timestamp to a logfile), and when I attach some get parameter to the URL, the $_GET array is filled. Is this intentional, or should there be some data posted (at least the bulk read job id)?
How to retrieve Quote ID from Deal via Deluge scripting
Is there any method that one can use to retrieve quote id from Deal?
ERROR_invalid_client
Hi There, I work for Zoominfo and we integrate with Zoho, but I have client getting the error referenced in the title when attempting to integrate their zoominfo account with Zoho. They have all the necessary permissions enabled, so I am unsure why it is failing. One thing I am noticing is when they initially click connect, a popup appears asking them to login to zoho, and the url is zoho.com, but when they click login, it reroutes to a zoho.in page, where the error displays. Is this related to the
Next Page