How to get all files attached on potentials added since x days
Hello, I need to retrieve the list of files attached recently to potentials . I can retrieved files list for one potential https://crm.zoho.com/crm/private/xml/Attachments/getRelatedRecords?authtoken=mytockens&scope=crmapi&parentModule=Potentials&id=id_of_a_potential but i can not have the list of potentials that have new attachments (or modified or deleted) since the last x days for example https://crm.zoho.com/crm/private/xml/Potentials/getRecords?authtoken=mytockens&scope=crmapi&lastModifiedTime=2017-08-25%2000:00:00
API Error with % in string
I had to remove % from a value when updating a multi-line field in account otherwise I got an error.I tried to escape it but that didn't work. The error is: code:4600 message:Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter. Is this an XML restriction or a Zoho restriction and how do I add a value with a % in it? Thanks Glenn
How to get related contact/account id by converted lead id using api?
Hi, we have a lead A with id 114427000000381xxx, After it was converted, we can find the contact/account with the link https://crm.zoho.com/crm/EntityInfo.do?module=Leads&id=114427000000381xxx But how to find the contact/account id with the converted lead id with api? We get the following result with https://crm.zoho.com/crm/private/xml/Leads/getRecordById?authtoken=xxx&scope=crmapi&id= 114427000000381xxx <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Leads/getRecordById">
Does the Zoho API support oAuth???
Hi, I need to integrate data from my domain with Zoho CRM using the CRM API??? So i wanted to know whether oAuth is supported by the API. If yes please provide me with some information or document regarding the same.
Need Help With API Integration
Hi, I need help in pushing data from Zoho to a 3rd Party Server using the API functionality. I have the following with me : 1. XML Script to use 2. Auth Key 3. Leads URL Have created a Workflow Rule which calls an API Webhook. Need help in understanding the following : Ø What are the specific settings in the API Webhook (where to put the URL, XML, Auth Key etc) that we need to set so that every time the workflow rule is triggered, the API pushes the data to the 3rd party server
API Access for SAML-Authenticated Connected Application
Is there a way to automatically generate an API token for a user when they authenticate against a connected application? It seems like very bad UX to have an extension get installed, the user to authenticate using SAML, then have to go back and create an API token so my app can access their data. My application needs to process data server-side so the API is getting called from the server, not through the client SDK. Is there a better way to approach this?
SAML Authentication in CRM Developer Sandbox
I have been attempting to get a connected application working with SAML authentication. I was able to get SAML authentication working fine when I published my application and installed it in a CRM free trial account, but as a developer I would like to be able to use the "Test your Extension" sandbox to test SAML authentication without having to publish development work. This does not seem to function. Currently, I have a Web Tab defined in my extension which contains my externally-hosted connected
Knowing what was modified? and/or setting a date field with a multiple selection field.
In Opportunities, my company has created a multiple selection field called "Steps Taken." The user selects all of the options that apply and save. I want to know the date each of these selections was added. Is that possible? The API can tell me when something was modified, but I don't see where it tells me WHAT was modified. -M.Epler PS - if it is not feasible to get the date or know what was modified, how might we design this field better in our CRM to capture that data? Thanks!
Is any one API call there for update particular field from entire records?
Hi, I working on a task of a consumer portal. My scenario is to get cases from logged in customers by their email id. I mapped tickets by their email ID. If they suppose to change their email ID means, that'll be big trouble to get submitted cases. Can anyone know the API call for changing the email IDs in entire records for that particular customer? (update record by email lD value instead of ID)
Office 365 Integration
Is anyone successfully using the integration between Zoho CRM and Office 365? https://www.zoho.com/crm/help/office365/ We have tried to enable it but experienced a strange glitch that was repeatedly triggering workflow automations to run on contact records over and over again causing us to reach our daily limit of workflow rules. Zoho's developers have been looking into this for a bit now. I just wanted to see if anyone else was having an issue with this integration or if you're successfully using
How can I get list of attachments that are attached from zoho docs?
So, basically when I'am requesting a list of attachments like this: https://crm.zoho.com/crm/private/xml/Attachments/getRelatedRecords?authtoken=xxxx&scope=crmapi&parentModule=Potentials&id=xxxx I get an error: "There is no data to show". There are attachments from the zoho docs though. If I add files directly API call works fine. How do I get list of zoho docs attachments?
API CALLS FIX FOR EUROPEAN CUSTOMERS
Use zoho.com in your API url calls not zoho.eu Zoho team needs to clarify all this .... cf my post on getSearchRecordsByPDC or getRelatedRecord ISSUE
"there is no data to show" retrieving data from CRM based on zcrm_account_id retrieved form books
I have some code (dot net) in which I retrieve invoices from Books. I retrieve the vale zcrm_account_id. I then do a call like this: https://crm.zoho.com/crm/private/xml/Accounts/getRecordById?authtoken=SomeValue&scope=crmapi&id=RetreivedValueOfzcrm_account_id but get "there is no data to show" returned. ANy suggestions for what I am doing wrong?
Insert/Update Lead from XML
Buenas tardes, Tengo datos de clientes en XML y me gustaría saber si hay alguna forma de automatizar la inserción en CRM. Los archivos XML están alojados en una PC local. Gracias por adelantado. Atentamente.
convert lead to contact facing issues
I want to convert a lead to contact. Using this URL: https://crm.zoho.com/crm/private/json/Leads/convertLead?authtoken=myauthtoken&scope=crmapi&leadId=2847269000000418119&xmlData= XML Data: <Potentials><row no="1"><option val="createPotential">false</option><option val="assignTo">mymailid@gmail.com</option><option val="notifyLeadOwner">true</option><option val="notifyNewEntityOwner">true</option></row></Potentials> Response got from server: {"response": {"uri":"/crm/private/json/Leads/convertLead","error":
API getrecord on account seems limited to 20 lines
Hi, I wanted to retrieve all the account by using the following URL: https://crm.zoho.com/crm/private/xml/Accounts/getRecords?authtoken=XXXXXX&scope=crmapi&selectColumns=Accounts(ACCOUNTID,Account Name,Groupe)" However, it seems to retrieve only 20 accounts with all the values and not only the accountid, name and groupe. Can you please explain why? Thanks, Stanislas
API Suddenly Not Working
Getting the classic code 4500 (Problem occurred while processing the request) suddenly today on any API request we make. We are not over our limit. Our auth tokens are all good. We are otherwise communicating fine with Zoho CRM, just can't use the API to sync our records. This is obviously a huge problem for our sales force. Anyone else having issues? Anyone have a clue on troubleshooting? No response from support ticket submitted. :(
Insert Record into Cases with Custom Fields.
Hello All, I am trying to insert records into Cases module in CRM. I am using the following restful URL to do it. If I try to insert data into a custom field it errors and gives me a 4500 error code. (Internal error). If I do the default fields it works fine. This is the url I am using: https://crm.zoho.com/crm/private/xml/Cases/insertRecords?authtoken=AUTHTOKEN&scope=crmapi&newFormat=1&xmlData=<Cases> <row no="1"> <FL val="Case Origin">Web</FL> <FL val="Status">Claim Filed</FL> <FL val="Subject">New
Potential(Lead) Update
Hi All, Can some one point me the steps to do the following for a Potential(Lead) ? 1. We have a quotation generation system. We get the Leads data from Zoho CRM and dumped the data to our won system. 2. We do generate quotes against that lead. 3. Now Once the leads are converted to Quote. I want to updated the lead status back from our system to Zoho CRM that it is closed. What is the simplest way of doing it? Only thing I want to do now, is the status update. I do not want to update any invoice,
Where can I find the full documentation for searchRecords criteria?
I see that searchRecords method supports operators like "AND" and "OR". But where can find the full documentation of all operators available to specify the criteria?
Custom Picklists and CRM API - Not Supported?
Hello - Not sure if I'm missing something, but it appears that I can't access the custom picklists that have been added to my organization's 'Cases' type via the API. I've inspected the returns from the getFields method (https://www.zoho.com/crm/help/api/getfields.html), as well as the returns from the getRecords method (https://www.zoho.com/crm/help/api/getrecords.html), but neither of these show the field I'm looking for. Is this not supported, or is there something I'm missing in my call signature?
Please tell me about how to register attachment data using Zoho CRM API
Please tell me about how to register attachment data using Zoho CRM API. I am planning to create an input form for recording in Zoho CRM using the API. I would like to implement a function to send attached files as well. Is there a way to send attachments using Zoho CRM API? If there is a method, please tell me how to write XML.
Is it possible to update the values in the picklist using API?
Hello all, Trying to get a definitive answer to the question: "Is it possible to update the values of a picklists (in Accounts/Leads/Contacts/Events) using API?" I'm not talking about Webform but the picklists that are used to enter data on the ZCrm Record when hit edit. Thank you, Erk
Xml layout example
Would you please have a xml example for multiple record updates method?, I did one like this: <?xml version = "1.0" encoding = "UTF-8"?> <Leads> <row no="1"> <FL val="Id">2000000178701</FL> <FL val="Company">Company1</FL> <FL val="Last Name">Last Name1</FL> <FL val="Email">automation@crm.com 1</FL> </row> <row no="2"> <FL val="Id">2000000178702</FL> <FL val="Company">Company2</FL> <FL val="Last Name">Last Name2</FL> <FL val="Email">automation@crm.com 2</FL> </row> </Leads> But the
Trying to create a record in custommodule1 - error 4401
Here's my code: RSmap=map(); RSmap.put("referral source name","FN"); response = zoho.crm.create("custommodule1",RSmap,1); info response; Here is response: Executed Successfully Log messages: {"message":"Unable to populate data, please check if mandatory value is entered correctly.","code":"4401"} This custom module has only one mandatory field - Referral Source Name. I've tried all Caps, underscores, I've pored over the generous documentation twice and that took a minute. So what's wrong with this
Upload a file to add as an Attachment for a Zoho CRM record
Hi. I am trying to use the API to upload and attach a file to a Zoho CRM record. There is an XML example (at https://www.zoho.com/developer/help/api/uploadfile.html): XML Format: https://<APPDOMAIN>/crm/private/xml/Leads/uploadFile?id=Record Id&content=File Input Stream Here is my sample string: https://crm.zoho.com/crm/private/xml/Contact/uploadFile?authtoken=<Auth Token>&scope=crmapi&id=<Record ID>&content='C:\Zoho Docs\Sample - John\Correspondence\Contact Relationship.doc' The File
How do I search for objects for which a certain field is empty? (Zoho CRM API)
Hi, I'm trying to use the "searchRecords" method of Zoho CRM API. I see that it supports operators like "AND" and "OR". But how do I search for objects for which a certain field is empty? Couldn't find anything like NOTEMPTY() operator in the docs. Thanks in advance!
Working uploadFile example anywhere
Hi everyone, I saw a lot of posts concerning the uploadFile method for the Zoho CRM API, all of them saying it doesn't work quite well. Now I can't believe that this would in fact be broken since all those years (some posts dated back from 3 years ago). Does anyone has a working example of how to use the uploadFile method ? Preferably, it would be in C# since this is the language I'm coding in, but anything that is working would help me with this. Thanks in advance, Bruno
Attaching Files using the API
We would like to be able to send/attach files to a lead's record in the CRM, but we have come across this error message, can someone please review this plus our sample code attached, and guide us in the right direction? many thanks 4424Unable to process your request. Please verify whether you have provided proper file.
how to integrate Zoho crm with our website contact us Form
hello guys, i have some issue with integration of php websites Contact us Form Please help me
REST API Get Users Parameter Confusion
I'm using the new REST API which uses OAuth2.0 tokens. Now I want to get the user whose token I'm using to make the API requests. In the documentation for the REST Users API ( https://www.zoho.com/crm/help/api/v2/#Users-APIs ) there's a request parameter called CurrentUser. It's description says "To get the list of current CRM users". I'm confused. Does the CurrentUser parameter return just one user (the current one) or multiple users (as its description says)? Should I maybe be using another parameter?
SSL certificate problem
can I test CRM API from local server? SSL certificate problem: unable to get local issuer certificate - got this error when I tried
How do I setup a related contact lead with the task api.
I am creating tasks via the api. I can send Description, Task Owner,Subject,Status. How do I send a client/lead/contact. What is the field name and what is the value Do I send an email a userID or what. I want to attach a client to the task. thanks for you help
How to add the purchase order product in another module using Custom Function?
Hello there, We are trying to create a custom function in which on click of a button a custom function is called which consist of an argument as 'puchase_order_id' using that we are reading the purchase order and try to add the product from purchase order to another module as an entry. Here is the code which we are using: accountID1=input.po_id.toString(); reponse = zoho.crm.getRecordById("PurchaseOrders",(accountID1).toLong()); info reponse; productDet=ifnull(reponse.get("product"),""); /******Here
Create products using api
Hello, I am trying to create products using api and curl PHP but i am not able to create. Please guide me where i am doing wrong. Here my code: $xml = '<?xml version="1.0" encoding="UTF-8"?> <Products> <FL val="Product Name">Testttt Prrr</FL> <FL val="Product Owner">Alice Heijbel</FL> <FL val="Unit Price">10.0</FL> <FL val="Qty Ordered">1.0</FL> </Products>'; $auth="**********"; $url ="https://crm.zoho.eu/crm/private/xml/Products/insertRecords"; $query="newFormat=1&authtoken=".$auth."&scope=crmapi&xmlData=".$xml;
Retrieve "Reason For Loss" via API
@ZohoCRM: Is it possible to retrieve the "Reason for Loss" via an API and publish it using webhooks?
Get A List Of Potentials filtered by a "Custom Field Value"
Hello, I am new to the Zoho CRM API and was hoping someone could give me some guidance. I need to pull a list of "Potentials" based on a value in a Custom Field. On the "Potential Page" for a Contact there are 2 fields called "Order Kit ID" and "Order Kit Status" I want to pull all data for potentials where the "Order Kit Status" is "Pending" Can anyone give me any hints/tips please? UPDATE I am still struggling with this. I have attempted the follow call to the API https://crm.zoho.com/crm/private/xml/Potentials/getRecords?authtoken=AuthToken&scope=crmapi&fromIndex=29346&toIndex=29546&lastModifiedTime=1980-01-01%2000%3A00%3A00&sortOrderString=asc&selectColumns=Potentials%28Stage%2CClosing%20Date%2CPotential%20Owner%2CAmount%2CContact%20Name%2COrder%20Kit%20ID%2COrder%20Kit%20Status%29
Problem triggering workflows
I want a field that has a client's full name in all caps. I collect the fist, middle and last name and I want a workflow that combines it all for me and makes it all caps. I set a workflow that should trigger whenever the First Name, Middle Name(s) or Last Name fields are edited. Here is the custom function that I use: void Untitled_Function (string FN, string MN, string LN, int Contact_ID ) Edit Arguments Name = input.FN + " " + input.MN + " " + input.LN ; Info Name; UpperName = Name.toUpperCase()
How to update Price Books related list in Product using API method?
Hi Team, I want to update the Price Books related list in Product using API Method. Please give me the suggestion. Following is the screenshot of Price Books related list in Product form: Thanks, Parth
Switch B2B B2C from api
Hi Is there a way to change the field "disposition" (in french) in a lead or contact ?
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