I'm getting 'Invalid Ticket ID' with every request I make
I'm just trying to use the API and have performed all the necessary setup, I was able to generate a ticket and can se it listed on the "Active Sessions" section of the admin part of zoho.com Here's a URL that I try using curl on the command-line and the response (apikey and ticket have been modified). I'm using the ticket and apikey exactly as provided. I've tried removing the $ and the * to no avail. Any help would be greatly appreciated. https://crm.zoho.com/crm/private/json/Tasks/getRecords?apikey=DpuwjnxFwMlFfGLP2g1rXcLlu84Wi*c6r3fQaMaWeIhlI$&ticket=ed0b2d8f2cf0deb85a86a0e306e42810&newFormat=1&selectColumns=All
How to create welcome email and post-purchase email with API
Hi, I'm a developer with short experience of CRM and Marketing. We want to integrate our application with Zoho email to send: Confirmation email Email with a link to trigger account activation Welcome email Personalize welcome message Post-purchase email Purchase status message (received, in progress, and delivered) We prefer API because we have application to trigger those emails. But hybrid approach also very much welcome. As far as i know mail service has limited outgoing mail, and i don't really
How to link Potentials record with Contact through the Zoho API v2
Hello, I'm trying to create Potentials through the Zoho API v2 as follows: $record = ZCRMRecord::getInstance("Potentials"); $record->setFieldValue('Deal_Name', 'Phase 2: Vladimir Mitrovic'); $record->setFieldValue('Closing_Date', date('Y-m-d', $_SERVER['REQUEST_TIME'])); $record->setFieldValue('Stage', 'Phase 2 Purchase (Won)'); $record->setLayout(ZCRMLayout::getInstance(POTENTIALS_PHASE2_LAYOUT_ID)); $recordsArray = array(); $recordsArray[] = $record; ZCRMModule::getInstance("Potentials")->upsertRecords($recordsArray);
Zoho Crm API insert doesnt trigger WorkFlow
Hi! I am using the Zoho CRM with a third party application and am using API. I have created a workflow alert for insertion into Leads. I receive the mails when I directly make an entry but am not receiving the mail on inserting data thru the API. And yes, I set wfTrigger to true. Any help will be greatly appreciated! Thanks!!
Does Zoho implements Queue operations when executing webhooks requests?
Hello, I need an explanation / confirmation regarding webhooks. Once Zoho run the webhook request, how you know that request is successfully accepted by the client application? What params can I use in response to confirm that the request is accepted and processed correctly? In the case of some error, will Zoho repeat the webhook request? Does Zoho implement the Queue operations so it's possible to resend a request again, for example, after a few minutes if the previous request failed? Please confirm
CRM PHP Example Not Working
Hello, I am trying the PHP example code and getting a blnk page, any suggestions? Please help as I am using trial to see if I can get it integrated for company with internal systems and on a tight timetable before trial ends. I have attached an image of the output I get. header("Content-type: application/xml"); $token="AUTHTOKEN"; <--- I replaced this with the token I got from CRM API Generate Token $url = "https://crm.zoho.com/crm/private/xml/Leads/getRecords";
Zoho CRM and Desk Authentication with ClientID - Scope
Hi all, I have a dude. We have created some Client IDs for some connections we have. When generating the access CODE, that we use to get the final RefreshToken, we have to set the SCOPE. But, once you have created this ClientIDs, how can I know witch SCOPE I set to make the access CODE. I mean, if I don't remember one of the SCOPE of the ClientIDs...how can I know that without recreate the CODE, and the Refresh Code and change this in our projects... I attach a print of some ClientIDs on developerconsole.
Registering OAuth 2.0 Application for global use
Hi! I'm implementing a third-party application (chrome extension ) which utilizes Zoho API v2. I have registered the application within my account and got ClientID and Client secret. I have followed all steps in the Developers guide and everything works fine for my account. Now, I want this extension to work with another Zoho accounts, not only mine. But when I'm trying to perform OAuth log in with another account form another location (.com or .eu) I'm getting ERROR_invalid_client message. In case
API with autoresponder and Assignment Rules
I am using Unbounce for my PPC campaign and have used their built in Zoho API integration. I have setup a auto respond and an assignment rule with criteria set to match a field. For some reason this is not working, meaning it is not being assigned to
Can't update Activities using the API version 2.0
Hi I have been trying to update Activities using the new API version, but I always got back Internal server error. I have tried using both the record API and the related record API with the same result. Is this a known bug? If so then when is it going to be fixed? Or is there a way around this? Thank you
Need API to insert record choosing multiple options and tigger email.
I have a Multi select lookup field "Source" (Custom Field) in Leads module. I want to Insert records in leads with more than one option selected in "Source" field. On inserting the lead from API, there should be an email workflow triggered to send mails to all the sources. 1- I have created a email work flow but I cannot send mail to all the sources.(works for single select lookup field, but no option for multi select field) 2- There is no document on how to insert record in lead module via API by
API Question. How to search by lookup fields through the api
r = zoho.crm._searchRecordsByPDC("Potentials", "CONTACTID", id.toString()); throws error {4420:"Invalid Search Column.Check it now"} OR r = zoho.crm._searchRecords("Potentials","(CONTACTID|=|" + id.toString() + ")"); throws error {4832:"Invalid parameter value"} We bring some fields from the Contact to the Potential like phones and email. We need to update the Potential when the Contact is edited. So we need something like that called from the Contact whenever it's edited and those errors are coming
How to know if a field(First Name, Last Name, Email, etc...) a pre-defined value already exists?
Hi, I use the API Methods (https://www.zoho.com/crm/help/api/api-methods.html) to do integration with some client site and I need to know exists some field with the pre-defined value in the Contacts. I use the getRecords Method and check the returned list, check field by field and this is so much heavy for my aplication. So now I trying to use the getSearchRecordsByPDC Method to search the values in the "Nº CPF" fields in Contacts, but I'm not getting What is the solution to this case?
Importing data from third party api
I want to import data in Zoho CRM, from a third party API automatically?.....Please suggest a way to import data in CRM without creating an external app.
Methods in CRM API v2
Hi, we have some integrations with CRM API v1, and we have realised that this version is going to be deprecated. So, we are thinking on moving to CRM API v2. But, we have seen that there are less methods and search options to make queries to our CRM. How can we do the same as in the API v1? I mean, advancec searchs, queries for many modules,... Thanks in advance. Best regards. Gorka.
CRM API advanced searchs
Hi, how can I search in zoho crm modules in an advanced way with API v2 (oAuth). searchRecords and search methods hava some limitations: * maximum of 5 criteria * equals and startsWith conditions how for example can I make a search with: somefield not equal "Somedata" this is an easy example, but, there is no way by API to fetch full queries like in the web environment? For example, I have found many examples with Creator API with much more options in doing filters. Thanks in advance. Gorka
Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter || 4600
Hi, I'm trying to use the example of insertRecords Method for new contact, using POST. https://crm.zoho.com/crm/private/xml/Contacts/insertRecords?authtoken=my_xxxToken&scope=crmapi &newFormat=1 &xmlData= <Contacts> <row no="1"> <FL val="First Name">Scott</FL> <FL val="Last Name">James</FL> <FL val="Email">test@test.com</FL> <FL val="Department">CG</FL> <FL val="Phone">999999999</FL> <FL val="Fax">99999999</FL> <FL val="Mobile">99989989</FL> <FL val="Assistant">John</FL> </row> </Contacts> and I
get event by ID: no RELATEDTOID nor SEMODULE
Hello! We are facing strange problem: when we look at the event on UI we see that it is attached to a Lead. But when we load this event over API then response does not contain reference to the Lead (no RELATEDTOID nor SEMODULE fields are present in response). Could you please, explain why is this happening? thanks, Anton
Getting check in data from crm (EVENTS)
Is it possible to get from the API of CRM the check in data of an event. I can see in ZOHO Reports that the event table has "check in Status" and "Check in Address" but when i run a search record on an event the response does not show any of this fields.
How to retrieve list of notes using Zoho CRM api?
I've 7000 leads in my Zoho CRM. Some leads may have notes and others may not. I'm using below api to retrieve notes: https://crm.zoho.eu/crm/private/json/Notes/getRelatedRecords?authtoken=mytoken&scope=crmapi&fromIndex=1&toIndex=200&version=4&parentModule=Leads&id=27304000000221637 For every leads, I've to call above api to retrieve notes. My api calls count per day is 5000 which is not enough for me to call all my 7000 leads. The limit gets exceeded once I setup app for first time and couldn't use
Zoho CRM v2.0 API cURL
Hello, I am using the Zoho CRM v2.0 API's to insert new leads. I am using it in Wordpress and here is the below curl Request that I am using. headr = array(); $headr[] = "Authorization:Zoho-oauthtoken secretTokenHashed"; $headr[] = "Content-Type:application/json"; $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, "https://www.zohoapis.com/crm/v2/Leads"); curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1); curl_setopt($ch, CURLOPT_TIMEOUT, 30); curl_setopt($crl, CURLOPT_HTTPHEADER,$headr); curl_setopt($ch,
Get the list of recently modifed records
Hi, I'm trying to get a list of recently modified records of Quotes and I getting this error: code:"INTERNAL_ERROR" details:"" message:"Internal Server Error", status:"error" Example VB.NET code : Dim request As HttpWebRequest = WebRequest.Create("https://www.zohoapis.com/crm/v2/quotes") with request .Headers.Add("Authorization", "Zoho-oauthtoken " & AccessToken) .IfModifiedSince = "2018-03-01T12:00:00+01:00" .Method = "GET" end with Using response As HttpWebResponse = CType(request.GetResponse,
API V2 - Update Record does not work
Hi All! I am trying to update a record following these instructions https://www.zoho.com/crm/help/api/v2/#ra-update-records, but I got an error. I've been debugged the file 'EntityAPIHandler.php' and the $this->record must be an object, so... The REST API Documentation is incorrect? Thanks in advance. Regards!
Scheduled Sync Job to Shopify Broken
Back on Feb 19th I discovered my scheduled sync job that syncs Shopify contacts and the purchases they make stopped working. This used to sync the new clients that purchased a product and also created invoices in Zoho for the purchases any client makes through our Shopify account. It just stopped working. A developer remoted into my machine, did some stuff and almost 2 weeks later I get an email back with this as the solution to my problem: "The issue is on the line accjsoninste = acc_criteriaMap.toString().toJSONList(); instead
API V2 - Update record does not work
Hi all! Im trying to update a record following these instructions https://www.zoho.com/crm/help/api/v2/#ra-update-records, but I got an error. Ive been debugged the file entity. Php and thisrecord might be an object, so.... It is possible the rest api doc is incorrect? P.S.: I also tried a ID integer (like documentation shows).
Getting Notes from CRM
Hello, I am new to Zoho, so my question may have been answered, but I cant find anything. I am trying to do a getrecords for Notes. I keep having an error. See below {"response":{"error":{"code":"4600","message":"Unable to process your request. Please verify whether you have entered proper method name,parameter and parameter values."},"uri":"/crm/private/json/Notes/getRecords"}} Can anyone please point me to the solution? Thank you.
Allow duplicates from web API, merge later using "Deduplicate Leads"?
I have a Zoho CRM database containing a custom "License" field. Prospects go to our site and submit a form with more, updated information and also the License field. My problem: 1) If I make that field Unique in Zoho CRM, the API will not pass the record as that License already exists. 2) If I allow duplicate records, I have no way to identify them as Zoho will only search Email, Company, Phone or Mobile for duplicates. Question: "How can I allow duplicate records to be created (each record contains
What are all the domains zoho crm supports?
Hi, I've two queries here. 1. I've users from .eu and .com domains. Like this, what are all the remaining domains does zoho crm support? 2. For accessing modules entries from .com domain, I'm using URL: https://crm.zoho.com/crm/private/json Shall I use URL: https://crm.zoho.eu/crm/private/json to access modules from .eu domain? Please reply ASAP. Thanks, Guna.
CRM: Trigger Lead Assignment Rules on insertRecords Method
I've been looking through the docs and can't seem to find a way to trigger the lead assignment rules when the insertRecords method is called via the API. This seems like it should, logically, be triggered using the wfTrigger flag, but I've only been able to change the lead assignment manually through the API. Additionally, there doesn't seem to be a way to write a Workflow rule to handle the lead assignment. If there is a way to utilize the lead assignment rule via the API or could someone point
Canno't fech record from Leads or Contacts (php )
Hello , I'am trying to fetch records with php but i failed and the problem is nothings appear on my console please help me guys . Added to that i had also try to create post request and always console blank and nothing happend. # This is my code Request fetch <?php header("Content-type: application/xml"); $token="my api token value"; $url = "https://crm.zoho.com/crm/private/xml/Contacts/getRecords"; $param= "authtoken=".$token."&scope=crmapi";
HELP!!! ZOHO API DOSENT WORK!!
Sadly The Zoho Company is not the best at answering support Tickets. It has now been over 24 hours and still no response so i am forced to try and get support from The fine people of this community. In our CRM We have two layouts. One of the layouts is named RDR1 and the other is the default. Where i run the command getFields It comes back with only the default Fields none of our custom fields. This is a major problem because the majority of our Custom Fields is where our data we need to search
API Search Custom Field
So We have a few custom fields in our Contacts area and I am trying to Search it using the following api URI https://crm.zoho.com/crm/private/json/Contacts/searchRecords?authtoken=MY_AUTH_KEY&scope=crmapi&criteria=((Deal Date:2/7/2018)AND(Ready To Process?:YES)) It returns the following response {"response": {"uri":"/crm/private/json/Contacts/searchRecords","error": {"code":4832,"message":"API call cannot be completed as the Criteria parameter contains empty field name"}}} Please Help!!! It is saying
Error 553 Relaying disallowed laravel
I try to send email with right accest in .env but i have this error. Expected response code 250 but got code "553", with message "553 Relaying disallowed as "info@7days2go.com" <hello@example.com>
Formula for # of days between dates but leave blank if null
I have formula that calculates the # of days between dates. However I want it to be blank if the date fields are NULL
Formula for # of days between dates but leave blank if null
Datecomp(${UMA Cares.Closure_Date},${UMA Cares.Created Date})/60/24 This formula works great, but I want the field blank if date field is NULL
Where do I find the API error messages?
We use a function.php script to connect the download form of our website to Zoho CRM. When a visitor submits their contact information on the download form, an email is sent to us and the data is inserted into Zoho automatically using the InsertRecords API method. This function.php script was written by a freelance developer. The script has been working fine for us. However, once in a while, we will have leads that don't get inserted into ZohoCRM. I am trying to troubleshoot this issue with limited
Getting Related Lists for Custom Modules
I have a custom module (CustomModule1) 'Presentations'. All of my 'Leads' have a lookup field that allows them to be tied to a given 'Presentation'. So the items from the 'Leads' module populate a related list 'Attendees' in the 'Presentations' module. I'm trying to make an API call to get a list of 'Attendees' for a given 'Presentation' ID, and I'm struggling. To the best of my knolwedge the call should look like the one below: https://crm.zoho.com/crm/private/xml/Leads/getRelatedRecords?authtoken=<authtoken>&scope=crmapi&id=<PresentationID>&parentModule=CustomModule1
Zoho Crm get_fields does not return "Custom Lookup_ID" as field
Hey there, I am trying to update the custom lookup field and to do that I am getting all fields in Zoho CRM Module. But I am not getting Custom Lookup_ID as the field. instead of getting Custom Lookup_ID as the field I am getting Custom Lookup as the field.
Hierarchy
I want to know if this can be done. I need 3 levels of hierarchy - Parent Company (Progressive) - Child Company (Progressive Florida) -contact (John Smith) - Child Company (Progressive California) -contact (Mike Rogers Basically, I need a Master account record with all of the Sub-account under it, then the contact records under the sub accounts. I want to look up "Progressive" and see all of the Progressives subsidiaries and then the contacts
Lookup custom field gives always the account name and anything other
Hello to everyone, I use API ZOHO CRM from my back office. When a client register on my site i create an account and an contact on Zoho CRM. I would like to use my id (named id_anagrafica) to bind account and contact on ZOHO CRM. For this purpose, i created a lookup field for a custom field on the contacts module: Now when i select custom field (id_anagrafica) from my created look up it shows me the account name list, I see the id_anagrafica but which is not selectable. Only the account name is,
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