How to populate a multi select field options based on options selected in another multi select field
For instance, If i have a multi-select field "MultiSelect1" with options "Option1" and "Option2", And if both options are selected, How do I populate another multi-select field "MultiSelect2" with options that are associated with those two options ex
CRM API w/ Self Client (Administrator): You do not have sufficient permission to associate this record. Contact your administrator.
I am using the CRM API and am having an issue creating a contact. I've successfully created a contact linking to an existing account by ID, but then when I created a separate test account (which succeeded) and tried to create a contact linked to that
HELP IN GETTING MY ACCOUNT ID
im using zoho api , im trying to apply the steps to send email via endpoint : /accountid/messages but for that i need to get account_id by using zohoid , im trying that but the result is : resulted in a `404 Not Found` response:\n
{"data":{"errorCode":"INVALID_OAUTHSCOPE"},"status":{"code":404,"description":"Invalid
quote of the day home page
Dear Zoho, Is it possible to show random quotes of the day on the home page for each user? Think of: quotes of the CEO, inspiring people from around the world, quotes of employees. The administrator can then add quotes to a list, and it will randomly show on the home page. This should not be too hard to implement. This would really enhance our CRM! Hope to hear from you guys keep up the good work Jimmy Netherlands
sync two zoho crm
Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.
ODBC or JDBC Access to CRM
Is there an ODBC or JDBC driver available anywhere that can access my instance / data in Zoho CRM. I am not interested in CloudSQL or Reports, or any other access. I just want to report against my CRM data from say, "Crystal Reports", "Pentaho" or any
Has anyone successfully added Microsoft Graph API Oauth2 as a connection?
I'm having trouble getting Microsoft Graph API created as a connection in zoho crm. Has anyone successfully added Microsoft Graph API Oauth2 as a connection? My issue is not necessarily on the Zoho side, but understanding how to set up the Microsoft side
Client Script limits per Event?
Is there a limit to the number of Client Script functions that can be attached to an Event? I have a module where 94 fields can be modified in the Detail Page (Standard) view and each field value change should trigger different calculation updates in
Does the webhook support sending a pdf file?
We are trying to clean up a process and it would be great if we could send a file (pdf) via webhook to our server. I noticed that within the webhook all parameters are available except our "file upload" field name. Is there another way to pull this
Kaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
How to extract the return value from a Client Script function call to a standalone CRM function?
I want to extract the return value (String type) from a Client Script function call to a standalone CRM function. How do I do that? It has been frustrating as I can't find any documentation of this object datatype. Please provide the link to the documentation
Kaizen #153: Interpreting Zoho CRM GraphQL schema
Hello everyone! Welcome back to the Kaizen series! In this week's post in the Kaizen series, we will discuss interpreting Zoho CRM GraphQL schema using schema explorer in Postman. What is GraphQL Schema? A GraphQL schema is a comprehensive definition
I am not part of any CRM service orgs. What does that mean and why is navigating access the Zoho APIs a game of guess the setting.
What does this mean. How is it solved. Using ZohoCRM.modules.leads returns an message to the effect that it is an invalid scope. Is this a guessing competition. This is your documentation.
How to switch to Python in Zoho Functions?
I can't find any buttons to switch to Python in Zoho Functions. I would like to use a script I already have, not Deluge. The documentation says I can, but the UI disagrees.
Zoho CRM Developer Series : Client Script
Hello Everyone! We are glad to announce that we have started the Zoho CRM Developer Series. This series aims to aid the developers explore the development capabilities of Zoho CRM and learn in-depth about each feature. These sessions will help developers
Get selected contact ID dynamically or from the URL
Hello, I'm working on getting an integration done, and I need to get the selected contact information to be passed to the integration, in other words, my end goal here is to go to Zoho CRM>click contacts>click on a contact to open it>Get the ID of that
CRM Client Script Buttons
Hello, Client Script ZDK list button functions, but I am not sure how to interact with them. I tried a few methods of getting the API name for a custom button, but no luck. Any ideas where the button API names are stored? Also, custom buttons must be
A way to "bulk clear existing data fields" when cloning a page?
Is there an implementation option where I can easily clear the data in a page when the user presses on the "Clone" button on a page? My current thought is to implement a Client Script that gets triggered by onLoad event for Clone Page and call ZDK.Page.getField(<field
Increasing API Credits
Hello everyone! Organizations consume Zoho CRM APIs for various business needs, and it's a show-stopper when you exhaust your API credits before the 24-hour rolling window replenishes your credits. To meet your growing needs and help you keep your business
Create a Sales Order Record via the API using a Contact external ID
I am trying to create or upsert a Sales Order via the API using an external ID for a lookup. https://www.zoho.com/crm/developer/docs/api/v6/records-api-ext-id-overview.html I use an external ID for the Contact Lookup: "Contact_Name":{"FastSpring_Account_ID":"l6NPd8ygTm-qR5Vrfgru8rg"},
Character Encoding Issue When Using API in Deluge Function (UTF-8 and Multi-Form-Data Applied)
I am developing a function in Zoho CRM that interacts with two different APIs. However, when I make the call to the second API within the function, I receive corrupted characters, such as n�o, indicating an encoding issue. I have set the function to use
{"errors":[{"id":"500","title":"Servlet execution threw an exception"}]}
Here's the call to move a file to trash. The resource_id is accurate and the file is present. header = Map(); header.put("Accept","application/vnd.api+json"); data = Map(); data_param1 = Map(); att_param1 = Map(); att_param1.put("status",51); data_param1.put("attributes",att_param1);
PDF Generated Using Zoho CRM API Contains Empty Pages
Hello, I’m trying to convert an inventory template into a PDF for a specific record using the Zoho CRM API with ZohoEmbededAppSDK and Javascript . However, when I run the following code, I end up with a 6-page PDF that is completely empty. Could you please
custom fied filter by null value
Hi Everyone, I have a custom field in invoice..i need to get invoices when the custom field is empty.. i can able to get all invoice or fillter by custom field value.. But I need to filter custom field by null or empty value pls help... https://crm.zoho.com/crm/private/json/Invoices/getSearchRecords?authtoken=" + "Authtoken" + "&scope=crmapi&selectColumns=All&Customfield=(Test|=|\"\")"); this is i used..
Ideas for automated testing of workflow rules and custom functions?
I'm new to developing web application software, though I used to develop mobile application software for years that went to millions of mobile devices and am familiar with different types of testing (unit testing, exploratory testing etc.) and what each
Kaizen #151: Leveraging ZDK CLI with VCS to reuse components across different Zoho CRM orgs
Hello everyone! Welcome back! In this week's Kaizen Series post, we will explore how to leverage ZDK CLI (Zoho Development Kit CLI) with a VCS (Version Control System) to reuse components across different Zoho CRM orgs. Consider the scenario of a large
Syntax for <criteria> field in zoho.crm.searchRecords() function when the value to check against is a variable?
I want to search for records in the Tasks module whereby the value of a field (called field1) matches the value stored in a variable in the Deluge script (called variable1). From the sample code in https://www.zoho.com/deluge/help/crm/search-records.html,
How to enable custom function sharing?
I have written a custom function that is triggered as part of a validation rule for one module. I want to use the same custom function as part of a validation rule for another module. Is it possible to do this? If so, how? Please provide step-by-step
invalid oauth token
Hi Folks, I am generating grant token using uri redirect(https://accounts.zoho.in/oauth/v2/auth?scope=ZohoCRM.users.ALL&client_id={client_id}&response_type=code&access_type={"offline"or"online"}&redirect_uri={redirect_uri}) after that using grant token
sending json in the body of a webhook POST request.
Hello, I am creating a POST webhook in zoho crm. It allows me to add url params but I want the BODY of my POST request to contain a json object. How can I do this? There seems to be no way to add json in the post body. Thanks, Samar
Unable to write GCLID via UPSERT API call
We are trying to add the Google Adwords integration to our existing custom web forms, which requires us to write the GCLID value to the Leads we create. All of our webforms use Zoho's UPSERT API, but it does not seem like this API is capable of writing
can I possible get the deal owner name in converted leads record?
Hi, can I possible get the deal owner name in converted leads record? I need to access the deal owner of converted leads using Restful API, but I confused how to get the appropriate field regarding this
Is Client Script IDE not working now?
I'm only seeing the "loading" progress UI now when I want to access the Client Script code I had made a few days ago. See attached screenshot. Is the IDE down?
Newbie!! SOAP API Responses???
So I am a newbie to ZOHO but I've learned alot. I am working on a API request using functions to a third party to create an account on their system by pressing a button in the contacts section of the CRM. It works. But I want to see the responses. How
OAuth Scope for fetching data from Custom Related List
Hi. I'm trying to fetch record related data from custom related list (a function) using Zoho API as described here https://www.zoho.com/crm/developer/docs/api/v7/get-related-records.html My request: GET /crm/v6/Campaigns/my_campaign_id/Members Members
Kaizen #150 : Track and Monitor Activities in Zoho CRM using the Export Audit Log API
Hello all! Welcome back to another post in our Kaizen series. This post details how to back up and track history of actions, such as those performed on a module (example: Leads), track actions performed by specific CRM users, and filter entries within
Zoho CRM's V7 APIs are here!
Hello Everyone! We hope you are having a fantastic time and are ready for some exciting news! We are thrilled to announce the release of Zoho CRM’s V7 APIs, packed with powerful new features designed to elevate your CRM experience. Here’s what’s new in
How to add a custom field to specific section via restfull API
Hello there, I wonder if there is a way to add a custom field to specific section, e.g. Add to calls module's Outcome Of Outgoing Call section, is there a property like "section_id" or others? Thanks
How to programmatically set a reminder schedule for a Task on the date specified in "Due_Date" field?
I want to programmatically set up the reminder schedule for a Task that sends out an email reminder on the date specified in the "Due_Date" field. I've looked at the Zoho CRM Insert Record API and it looks like the TRIGGER key for "Remind_At" field requires
Message Id of emails from IMAP is not the same as Gmail's message id
Hi, I'm working in deluge functions that get all emails of a module (zoho.crm.getRelatedRecords("Emails","Contacts",contact_id,1,200,{"type":5});), but the response message id of the email is not the same as Gmail's message id, Can you explain to me why
Next Page