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
Two Way Account & Contact Sync With External Application
I'm look at using Zoho CRM. We have a custom built Project Management System. I know it's not rocket science to use the Zoho API to add or update Accounts and Contacts from a 3rd party application. But what about if a Zoho CRM User updates Account or Contact information within Zoho CRM. Is there a method to sync the updates back to the 3rd Party system? Can Zoho trigger a 3rd Party API to update a record any time an Account or Contact is updated (highly unlikely.) Would the 3rd Party System
Need to Fetch Data from Zoho and Updated in My local DB using C# Console / Windows Application
Hi, I am new comer to zoho world. I got a chance to work on zoho platform and i need to fetch all invoices data from ZOHO and put it into my local MSSQL. Can any one help me on this as i am not able to fetch data. If possible please provide me sample code.
datetime issue
I getting issue with datetime field (v2) Now I am passing datetime value like below 2019-08-06T10:05:00+00:00 And showing value on CRM like below 08/06/2019 03:45 PM There are no issue with date. just issue with time field. I want same that I send with curl api
ZOHO CRM API returns 204 for request then after a period of time it returns 200
As the title says, we have an application in which we need to save data to ZOHO, then edit it but it sometimes it takes 1 - 2 minutes for it to return the object in question, until then we get 204 response for every query. Has anyone encountered this before?
Announcement date for API V1 to V2
Random question but need an answer from Zoho. I'm wondering when API 2.0 was originally announced And when it launched for developers?
Do I need to worry about Zoho CRM API 2.0 migration?
Hello, I understand that the Zoho CRM API 1.0 is going to be sunset soon. I'm trying to see if I need to upgrade anything on my end. Looking at the codebase, I only saw a few Zoho-related stuff: <form action="https://crm.zoho.com/crm/WebToLeadForm" ... ></form> Zoho Sales IQ widget script <script src="https://crm.zoho.com/crm/javascript/zcga.js" ... ></script> If I understand this correctly, none of them actually uses Zoho CRM API and doesn't need to be updated. Is that right?
API v2 C# SDK Null Reference Exception
Hi, I'm try to connect to Zoho API using C# Sdk. I was following the steps in official documentation and I'm getting Null Reference Exception. Here is a sample code: var config = new Dictionary<string, string> { {"client_id", "..."}, {"client_secret", "..."}, {"redirect_uri", "https://localhost"}, {"access_type", "offline"}, {"persistence_handler_class", "ZCRMSDK.OAuth.ClientApp.ZohoOAuthFilePersistence, ZCRMSDK"},
Non any results after getData() - PHP SDK
Hello, I'm using the PHP SDK on a symfony website. I have implemented all the persistence and the connection with access and refresh token. But I have a problem when I execute this code : $configuration = $this->getConfig(); ZCRMRestClient::initialize($configuration); $zcrmModuleIns = ZCRMModule::getInstance("Contacts"); $bulkAPIResponse=$zcrmModuleIns->getRecords(); $recordsArray = $bulkAPIResponse->getData(); print_r($recordsArray); It returns me : Array(). So there is no any results, Can you help
I get only empty responses on PHP-SDK
The problem is like in topic (https://help.zoho.com/portal/community/topic/non-any-results-after-getdata-php-sdk). My code: $ZohoCFG = parse_ini_file(__DIR__.'/resources/zoho_sdk.properties'); /* [client_id] => 1000.XXX [client_secret] => 50eeXXX [access_type] => offline [accounts_url] => https://accounts.zoho.eu [apiBaseUrl] => https://www.zohoapis.eu [apiVersion] => v2 [redirect_uri] => http://localhost/zoho [current_user_email] => XXX [currentUserEmail] => XXX
Lookup filed match other field value
Hi there, I'm stuck with what I thought was a very simple task. I've a string field (Field1) which is populated with a product code by an API. In the same form I've a lookup to an Inventory form, where I've a list of products, with code, name, pic, exc. I want that when a record is created or edited by the api, the value of Field1 is matched with the lookup field, which is set to display the product code, so that i can display all the product's data. I've tried with the simple lookup = input.Field1;
My 1st PHP SDK API
Greetings, Thank you for your passion and sharing information to have a better use of Zoho CRM. I am looking to integrate a third party application with my CRM. The idea is to get records from the application and create/update them into my CRM. I checked the documentation available but still a bit confused. Any guidance from you is highly appreciated. looking forward for your response.
CRM API Sandbox not working, being redirected
Hello! So I am trying to upsert or insert a new record on the url https://www.zohoapis.eu/crm/v2/blablabla/upsert and being redirected to https://crm.zoho.eu/crm/v2/blablabla/upsert. What's going wrong here? There is no 302 in the documentation. Also the record was not inserted. No error given. Two weeks ago it worked just fine.
Zoho CRM Module API Custom Module Significant Issue!
There is a significant issue with some of your API calls and we have noticed 2 separate issues, which has caused significant issues with an integrated process. We have had multiple developers look into this and confirm the issues. Issue 1: Duplicate data sent out when API call goes across multiple pages. Having checked our CRM there are definitely no duplicates present, however the API result contains 1 duplicated entry for every additional page that is returned in the API Call: https://www.zohoapis.com/crm/v2/custommodule/search?criteria=((Country:equals:Netherlands)or(Country:equals:France)or(Country:equals:Ireland)or(Country:equals:Germany)or(Country:equals:Denmark))&page=1&per_page=200
How can i upload a file using ZOHO CRM V2 to my image file upload Fields?
Please help me in uploading a image file to my Zoho CRM (Potentials) with custom layout using ZOHO CRM API V2 . I am inserting all text data using ZOHO CRM API V2 but facing problem in uploading a files to custom File upload fields . Thanks
How to Determine ContactId for a Lead Conversion
I need a workflow rule that calls a webhook when a Lead is converted. At that time, I need to know the Leadid and the ContactId for the contact just created. Any idea on how to get this information, there doesn't seem to be an event for Convert and on the Create of a new Contact, the leadid is not known. However, in the data backups, there is a file called ConvertedLeadRecords_001.csv that contains what I am looking for. Has these columns; Convert Id Lead/Prospect ID Agency ID Contact ID Deal ID
invalid code during oauth
Hi, I'm using CRM API 1.0 and now I'm trying to upgrade to 2.0. My application is for a single user, and it is creating/updating contacts and leads based on events in the PHP server. I created a zoho client application and got client ID and client secret. Then I clicked on "self client" and got grand token. Now I try to get thew refresh token and I failed. I tried sending post: 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
Search equals to phone number
Hi. i wonder how to perform a search based on exact Mobile / Phone Currently this is my request to zoho v2 API: 1. request one url: https://www.zohoapis.com/crm/v2/Leads/search params: { criteria: ((Mobile:equals:447834029972)) } my request above is returning one data with exact phone number with my criteria, but when i reduce the number and change it like my criteria below: params: { criteria: ((Mobile:equals:4478340299)) // here i remove the last 2 number } it still return the data
API V2 search method conditions
Hi! We are migrating to Zoho API v2, and while implementing search records method we have noticed that it lacks "contains" condition in criteria. According to official docs "You can search a maximum of 10 criteria (with same or different columns) with equals and starts_with conditions ..." In API v1 we have access to "contains" condition, which is very important for proper search. It looks like functionality downgrade despite claims about "advanced and powerful" search comparing to API v1. Are you
Self Client authentication in crm
Hello I am trying to authenticate in zoho crm api with self client. But it is still asking redirect url . What is best solution for getting access token without redirect_url ?
Send notes related to each user action.
We want to send note, related to each user action, in our website to ZohoCRM. I have found many package related to this topic: https://github.com/zoho/zcrm-js-sdk https://github.com/zoho/zcrm-nodejs-sdk https://github.com/isotopo/zoho https://github.com/ZohoDevelopers/embeddedApp-js-sdk I don't sure which one to user, however I tried them with no luck. I've fail to configure most of them. So my question here: what is the best way to integrate our system with ZohoCRM, so we can send notes related
Help in Uploading Photo CRM API v2
Hi i am using ZOHO CRM api v2 in uploading images to Leads. I am facing an error {"code":"INVALID_DATA","details":{},"message":"the request does not contain any file","status":"error"} here is my code function InsertImage($access_token) { $file_name = $_FILES['uploaded']['name']; $file_size = $_FILES['uploaded']['size']; $file_tmp = $_FILES['uploaded']['tmp_name']; $file_type = $_FILES['uploaded']['type']; $file_ext = strtolower(end(explode('.',$_FILES['uploaded']['name']))); $apiUrl = "https://www.zohoapis.com/crm/v2/Leads/xxxxxRecordIDhere/photo";
ZOHO api php sdk database
Hi! My DB is on the hosting, and I can't give it name "zohooauth", only "myAccountName_zohooauth". What should I do? Can I write my DB name in some config file instead default (zohooauth)?
Retrieve Zoho CRM Info links via API
Hi, On the main Project page there is a link showing "CRM Info" which links back to the CRM Account & CRM Potential associated with the Project. Is there any way via the API to retrieve this information? Or alternatively is it possible to get the Project associated with a Potential via the CRM API? I can't find any documentation on either of these. Thanks
API's of Development CRM
I have the development version of CRM, but I can not consume any module through the php SDK, nor can I find the APIs panel. ¿Could not I consume anything through API, from that version of CRM?
Self Client 2?
I'm developing a Zoho related desktop application (Windows .NET) app. Specifically this is a screen pop application that interfaces to a phone system and in response to calls, looks up contacts that match the phone number and display the contact names to a user. I'm confused by the whole self client deal and in particular, what the best practices would be for a user to configure and use this application. Right now, every time out app needs to authenticate with Zoho I have to go and generate a new
Database API v2 PHP SDK
In the documentation there's the following statement (see below) Is it possible to use our own Database ? with our own table ? i would like to avoid creating a new database Database Persistence In case the user prefers using database persistence, MySQL can be used. The DB persistence mechanism is the default method in PHP SDK. The MySQL should run in the same machine The database name should be zohooauth. There must be a table oauthtokens with columns useridentifier (varchar(100)) accesstoken (varchar(100))
Zoho Phone Bridge - Astersik Serivce Stope each time you Update FreePBX
Hi, I am using FreePBX which runs on the Asterisk platform, we have implemented the Zoho Phonebridge and everything works magically, the only problem is that FreePBX has many modules and they are regularly upgraded, it seems everything we upgrade the FreePBX which just a matter of pressing the Apply Config button the Zoho PhoneBridge stops working. Is there any way around this?
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