CRM API searchRecords : Error 4500
Hi, This is failing with error 4500 https://crm.zoho.com/crm/private/xml/Accounts/searchRecords?authtoken=someAuthToken&scope=crmapi&criteria=(Employees equals 0) Why ? <?xml version="1.0" encoding="UTF-8" ?>
<response uri="/crm/private/xml/Accounts/searchRecords">
<error>
<code>4500</code>
<message>Problem occured while processing the request</message>
</error>
</response>
Best Practice to Merge on Update via API
Hello List Zoho CRM Contact section is fed by leading business application by API. How to merge on update, overwrite only a subset of Zoho CRM Contact fields? Similar to the manual import we search for an API call to batch import/update multiple records. Is there? Thank you for help
Problems generating the Authtoken in my CRM application
I am using the Browser instruction to generate the Authtoken, with the following instruction: https://legalcrm.zohoplatform.com/crm/apiauthtoken.do?EMAIL_ID=ajmartinez@gmail.com&PASSWORD=AptuzXXXX&DISPLAY_NAME=INTERNAL USE And the response of the system is as follows: Unable to process your request. Click here to go back. Could you please tell me what I'm doing wrong? Regards Felipe Faccinetto
Activities (Tasks) API - Zoho CRM
Hi all. Using Tasks API (https://crm.zoho.com/crm/private/json/Tasks/getRecords?authtoken=****&scope=crmapi) How to fetch Tasks by Due Date, Task Owner or by Task Status? Any Ideas?
Get All Converted lead between two dates
Hello: I would like to get all converted lead between two dates using your API. I saw a report in my dashboard: Reports -> Lead Reports -> Converted Leads. I think that is the information I need to get from your API. thanks
Search Records Error : API call cannot be completed as the minimum field value length is not 2 in criteria value
Hi, https://crm.zoho.com/crm/private/xml/Leads/searchRecords?authtoken=someAuthToken&scope=crmapi&criteria=(Quote Number:1) gives <response uri="/crm/private/xml/Leads/searchRecords"> <error> <code>4832</code> <message> API call cannot be completed as the minimum field value length is not 2 in criteria value </message> </error> </response> . I have got quote numbers less than 10. I need to search details for the quote numbers less
How to unsubcribe contacts
Hi. We're using an SMS system that is not integrated with ZohoCRM. What we want to be able to do is: When a customer receives an SMS he has the option to "reply NO to opt out". On our SMS system we have the ability to trigger some actions when we receive a "NO", such as a HTTP (GET and POST), PULL, SMPP and E-mail. Is there a way to make the SMS reply trigger a field change on ZohoCRM (such as flag them as opted out or change the lead status)? I've explored the documentations about automations but
Improve webhooks parameters in the User Defined Format
Hi there! I have idea to improve webhooks parameters in UDF. Add entity with all properties in custom format, like: ${Module::format}. Example: ${Leads::json} Result: {"Lead Id":"1234","First Name":"Jack",...and all other params in Leads entity} This template is more better and simple for clients. Because you do not have to manually write a list of all available fields in UDF. And if these fields are still added / deleted - this must also be observed to.
How to search a date range with searchRecords API?
Is it possible to search a date range calling the searchRecords REST API version 1?
multiple update records API call trigger the workflow rule? i
multiple update records API call trigger the workflow rule? i tried but it does not trigger the call i have a workflow rule which trigger on record update, if i update the record through single record update than it works but if i update records with multiple record update it does not trigger the workflow rule please clear this
email conig
I have set up to send mail to a mailbox. For statements in the mail I need to get sent emails, how I need a way to configure mail and Zono for that would be in your mailbox in the section sent letters preserved. Mailbox mail.ru
Experian Capture API integration with CRM
Has anyone successfully managed to integrate Experian Data Quality Capture API with Zoho CRM? If so some help would be appreciated. Regards Steve
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
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