Auth Token to integrate Ninja Forms to Zoho CRM
Hi, Using Zoho CRM Professional edition in trial mode. Need to integrate Ninja Forms to Zoho. Have a WP plugin for this and it requires authorization token. I've read documentation but the buttons to get an auth token are not there in Zoho CRM. I'm a super admin. Is there some other way to request auth token? api? any help appreciated. resolved. have to enable two factor authorization
Leads Added via 3rd Party Form (Ninja Forms) not Firing Workflow Triggers
Hello, When using the Zoho CRM connector with Ninja Forms, leads are added to Zoho CRM successfully upon submit, however workflows are not firing on Create/Edit.
Adding data to zoho crm via wordpress gravity forms quiz
I searched around but havn't found any info on this topic. Gravity forms has quiz abilities, I would like a users quiz score to be written to their zoho lead/contact information. https://www.gravityhelp.com/documentation/article/gform_after_submission/
searchRecords API not returning right results. - ASAP
Hello, we have our system connected to ZOHO CRM for some time. From ZOHO CRM, we use the searchRecords method according to the criteria for downloading data. More recently, however, this method does not return all of our records. Interestingly, however, ZOHO also returns data that should not be returned. Can it be verified? ASAP - our client is very dissatisfied at the moment. I think the problem is simmilar to this: https://help.zoho.com/portal/community/topic/searchrecords-api-not-returning-all-matched-results
ZOHO CRM API V2 Issue - Urgent Help Needed !
Hello All We are facing an issue using the API Version 2 Auth Token. We have developed the code to integrate ZOHO CRM with third party system to get the data uploaded in ZOHO Module daily. However , the Auth Token is only valid for 30 min and then expires. This is the issue we are facing since past 2 weeks and have got no solution. Have already tried generating the Auth Token thru the links shared by support teams but thats no help. Can anyone help in this regards ! This is URGENT !
Pagination does not work in Notes API
When I send a request to https://www.zohoapis.com/crm/v2/Notes?page=1&per_page=25, API sends me back 25 notes. When I send a request to Notes?page=2&per_page=25 (page=2), API sends me back the same notes as in the first request. Pagination does not work in notes.
Download Bulk Read result API error
Hello, I am using Bulk Read API to download all my modules as zip files. It was working earlier, now giving a 404 error. Get request I send: https://www.zohoapis.com/crm/bulk/v2/read/[Job ID]/result Response I'm receiving back: { "status": "error", "code": "RESOURCE_NOT_FOUND", "message": "The requested resource doesn't exist.", "details": { "resource": "/crm/bulk/v2/read/[Job ID]/result" } } But when I tried calling the Job through Get Bulk Read Job details API, it's
Zoho Accounts 2.0 Refresh Token Multiple times.
Hi, I have followed your API Guide in https://www.zoho.com/crm/help/api/v2/#refreshing-tokens to generate tokens and refresh token. For the first time I was able to generate access token and refresh token similar to what is stated in https://www.zoho.com/crm/help/api/v2/#generate-access . However, when I refrresh the token as stated https://www.zoho.com/crm/help/api/v2/#refreshing-tokens , I am only getting access token and not refresh token. So after one hour if I want to get another new token,
Zoho CRM Java SDK Maven distribution
Is there a Maven distribution of the Zoho CRM Java SDK? If yes, please provide the artifact info (groupId, artifactId, version).
Integrating Zoho CRM with PHP Site and also create Payment with Authorize.net
Hi, I am on my research to see if Zoho CRM is what I am looking for to integrate in my next Project. I have a Lead generation Page, through which I am selling few of my products. I am planning to capture lead from the site and save that information into Zoho CRM. Also I am planning to use Authorize.net for Payment. So, in my app what is supposed to happen is - a customer visits site, - enters lead information - lead information gets saved in Zoho - customer makes payment through Authorize.net -
Security Enhancement for APIs!
Hello fellow geeks! We’re making some security enhancements to the API framework. On Apr 8, 2017, we made an announcement regarding this enhancement and gave users a specific time frame to modify any existing APIs by encoding all the characters in question. To ensure that unsafe characters used in API calls don't result in any security issues, we required users to encode some characters of a parameter value. This year during our security audit, we found additional characters that users will need
Requesting deleted accounts via API
Manually I want to delete an account in Zoho. Afterwards I want that (via synchronisation / automatically) this account will be deleted in my application. Is this possible via your API? So question is: How can we request deleted accounts?
Inserting leads using the API v2, but nothing is showing up in the leads table
I tried to insert leads using the API, and even though I am getting a successful response, when I check the zoho crm lead page nothing is there. {#849
+"data": array:1 [ 0 => {#845 +"code": "SUCCESS" +"details": {#846 +"Modified_Time": "2018-09-21T17:46:53+08:00" +"Modified_By": {#847 +"name": "*" +"id": "*" } +"Created_Time": "2018-09-21T17:46:53+08:00" +"id": "*" +"Created_By": {#848 +"name": "aimen.sasi" +"id": "*" } } +"message": "record added" +"status": "success" } ]
}
Analogue of idlist parameter in Leads/getRecordById in API V2
How can I now get a list of leads by multiple list id? I found this: APIv2: Leads/search?criteria=((id:equals:%s)or(id:equals:%s)or..) But there are limitations: You can search a maximum of 10 criteria (with same or different columns) with equals and starts_with conditions as shown above.
API V1 to V2 - UpdateRecords
Hello There, I am currently updating account information using API 1.0: https://crm.zoho.com/crm/private/xml/Accounts/updateRecords?&version=2&authtoken= + authotoken + values. With this I can just use our AUTHTOKEN to make updateRecords API calls. After reading the documentation for API 2.0, I was able to update account records using json, https://www.zohoapis.com/crm/v2/Accounts and still using the our old AUTHTOKEN (without using OAuth 2.0). Is this still going to work after API 1.0 goes
Updating current app from API 1.0 to API 2.0
Hi there, My previous app was in c# and using API 1.0. How can I update my app to use API 2.0. I see that you only provide SDKs for 4 languages PHP, Java, Phyton and NodeJS. Can you recommend the workaround for me to update my current app to use API 2.0?
Send a lead from 1 Zoho CRM to another Zoho CRM
We are trying to send a lead via webhook from Zoho CRM A to Zoho CRM B. We have been told it is possible via Webhooks (however only API v1) but the documentation is shocking, and support won’t help. The failures tab is also showing no errors even though on the lead timeline it says the workflow rule has been triggered alongiwth the webhook - yet the lead hasn’t been sent. We are simply trying to do the following: When Lead on Zoho CRM A is moved to Lead Status “Can’t Help” we want to send that lead
cant get auth
when i trying to auth token, it displays web_login_required message. Can any one help me solve this issue.
Register application with Zoho CRM API.
I'm a third party who need to submit data to Zoho CRM owned by Organization A through API. Referring to your guideline mentioned here : https://www.zoho.com/crm/help/api/v2/#oauth-request who should do the registration? is it me (third party) or Organization A (owner and Zoho CRM account admin). Do they need to perform all the steps or only Step 1 - Step 2?
Retrieving the "Org" number for Zoho CRM instance
Posting this from Zoho Support chat session today in case it's useful to anybody. My question: In Deluge, what is the system variable which returns the "Org" number for our CRM instance. For example, our URLs all start "https://crm.zoho.com/crm/org666xxxxx/"; - how do I determine (in code) the "666xxxxx" bit for our instance? Their answer: You need to create a connection ( Go to Setup > Developer space > Connections) and associate the following code to use that connection resp = invokeurl [ url:
API creation
Hello, I am trying to connect my zoho to Zapier using a webhook. I went to create a Client ID. What would I fill up in those fields? I read somewhere, we need to pass a client id, secret but I do not know how to get there. Also, something about using a postman application. Can anyone help me? Thanks a lot
Hard coding credentials in ZohoOAuthPersistenceHandler.php
In the PHP SDK source file zohocrm\php-sdk\src\com\zoho\oauth\clientapp\ZohoOAuthPersistenceHandler.php on line 100, the credentials for the zohooauth SQL database is hard coded. This strikes me as a bad design: It requires the developer to modify source code in the SDK, which will be overwritten whenever the SDK is updated. It is not documented, and it goes against the convention of storing configuration information in the oauth_configuration.properties and configuration.properties files. Shouldn't
Custom Function for Automated Phone # Format
I'm looking for a custom function which would automatically change the number's input format. For example: When Lead/Contact/Account is Edited or Created and Phone/Mobile is 305-305-3005 then Phone/Mobile to (305) 305-3005 Thanks!
Zoho CRM to ERP Integration
We would like to integrate some of our sales history, open order & accounts receivable data from our ERP accounting system into custom fields within Zoho CRM. Is this feasible?
V2 accounts API not fetching all records
I'm fetching a list of our CRM accounts via the accounts api at https://www.zohoapis.com/crm/v2/accounts We have 459 accounts in the system, but the API is only fetching 102 of them for some reason. Looking at the datastamps on my local database, I can see that the API fetched ALL data successfully on September 6th, but has since then been only doing this partial fetch each day. Has anything changed in the API?
Use of ERP and ZOHO the same time?
hello, Is it possible to interface ZOHO CRM with ERP? I use ZOHO CRM to manage as my prospecting in parallel but I use a management software "house" (ERP) to manage all the activity of my company (accounting, inventory, purchasing, treasury, HR ....) .dropoff window I would like to connect the two in order to have the same information on both software and avoid duplication. Is there any API? can we create batch to update a common database? Thank you for your solutions Best Regards, Cédric
Price update from ERP
Hi We have over 600 products that the prices change sometimes daily. Price list is maintained in our locally built ERP system, but we would like to use Zoho CRM to do Quotes. How can I fetch todays price and update product price automatically from ERP. Don't want to import every day Thanks
Zoho API with ERP
Hello-- In efforts to gain more information on Zoho and ERP API, I am hoping to answer the following questions: To connect our Zoho database with the database we have in our ERP. Our ERP is hosted on a local server. with this in mind, would this solution be added to an existing application or written as a new application? If added to existing app, What programming language and database would be used? Does Zoho have a requirements document written with Screen drawings for the new solution?
API v2 campaign listing
Hi, I would like to use the API to retrieve the campaigns created. I have already been able to retrieve the accounts and contacts using the index but I am not sure how I should do for the campaign. I receive the error message "INVALID MODULE". here is my get: https://www.zohoapis.com/crm/v2/Campaign Thanks for the help!
Invalid oauth scope error when trying to read campaigns
Hi there, We are using v2 of the Zoho CRM API, and requesting the scope ZohoCRM.modules.campaigns.ALL during the authorization. However when we try to read the campaigns in the account (using the URL https://www.zohoapis.com/crm/v2/campaigns) we get the following error message: {"code":"OAUTH_SCOPE_MISMATCH","details":{},"message":"invalid oauth scope to access this URL","status":"error"} Is there anything we are missing? Many thanks, Luis
how to get access token through curl request in API Version2
I was inserting new user data into zoho crm at the time of user signup on my website using API Version1 with the help of life time authtoken using curl request. But in API Version2 how I will get access token in backend using curl request without any browser interface.
Zoho API insert product record subform
I'm trying to insert products into the Zoho CRM via the API (version 1.0). I have several hundereds of products in a custom XML file that need to be inserted in the CRM as products in my custom layout, but I am encountering several issues. The custom layout contains several custom fields (I can insert these just fine) except for the subform. Is it possible to insert subforms? Searching yielded nothing helpful except this zoho help article which didn't have a conclusive answer regarding my specific
Search results delayed in REST API
When we create a new contact, or update a field in an existing contact, the new data seems to be unsearchable for 120 seconds. For instance: 1. We create a new record with Detaine_Reference_Number = 12345 2. We use the search to find any records with Detainee_Reference_Number of 12345 and the API returns 204 No Content 3. We repeat step #2 over and over for 120 seconds and receive the same results 4. After 120 seconds the record is returned in the search 5. We update the Detainee_Reference_Number
Syntax of API´s new version
Is there a link where they explain the new syntax or structure for the APIs in their new version? Please to send us information about it thanks for the support Greetings from Panama
Getrecords and sort order on more than one field
In the getrecords function I can optionally specify the sort by field. Is it possible to sort the records on more the one field (e.g. zip code + city?). If so how? It looks like the function accept just one field. Regards
connect to zoho from Java Application
I need to connect from java application with zoho and the system respond me: The Response from the server : <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/accounts/getRecords"><error><code>4600</code><message>Unable to process your request. Please verify whether you have entered proper method name,parameter and parameter values.</message></error></response> Thanks
API limit
My customer is on Professional Edition and is hitting the API limit of 250 req/org/day for certain API methods. 1) This is a really low limit. Can this be incremented? According to the documentation (API limits doc ), this is the maximum in any paying edition. Aren't there other options? 2) An email message is sent telling you that the max limit is exceeded. However, it is sent out to all users, in our case at least. Is there a way to change this? It is a very bad idea that this is sent out to all
Can I increase my API limit? What happens when I hit it?
I work for a company that runs a lot of services and we are moving towards using exclusively Zoho as our CRM of choice. That in mind, it might become possible the we reach 250 api calls per day when I need each form to check if a user is a member of a particular service by making an API call to their contact record. So my two questions are this: Can I increase my API call per day limit? and What happens when I hit the limit of my API calls? Forever yours, Gabe P.S. Bonus points if someone informs
On invalid input 'Zoho CRM' doesn't return proper status code.
Hi, I am using Zoho CRM v2 API for development. If I try to create a module (Ex- contact) and don't provide a mandatory field in the input json (For contact, it is LastName), in that case, I get 202/Accepted in response code. As it is a kind of error, shouldn't return in Status code starts with 4? (Ex.- 400). Or is there any other way, I can figure out if it is an error or not. I need error information to trigger some other flow.
Inserting calls as Open Activities [API 2.0]
We are using the Zoho REST API (2.0) to submit calls to our ZohoCRM instance. All calls are created as closed activities instead of open activities. As these calls are scheduled for the future, being closed isn't useful to us. I have tried all the fields available in the documentation, including a few not documented, with no luck. The request I'm making looks like: Request: curl "https://www.zohoapis.eu/crm/v2/Calls/" -H "Authorization: Zoho-oauthtoken [redacted]" -d "@call.json" -X POST call.json:
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