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 ?
API SearchRecords By Name Does Not Work
When using the searchRecords method in the CRM API and using the Zoho Generated field (ModuleName Name) the api returns "API call cannot be completed as the Criteria parameter contains empty field name". I can query on any custom fields I enter but cannot use the name? For Example: Module Name: Department Filed Name: Department Name Criteria: (Department Name:Test) Query Parameters: authtoke={authtoken}&scope=crmapi&criteria=(Department%3AName:Test) The same Query Parameters above work when using
Integrate Leads with Facebook AdSet
Hello, I have a custom form to insert Leads in my CRM. I get the facebook AdSetID from the url ( I can get the Ad_ID too if its necesary). I have installed Facebook Advert Manager and add a facebook adSet lookup field in my Leads Module. I want to fill this field but I dont know how to work with the api. I tryed <FL val="AdSet_Id">8960000000216197</FL> when inserting the Lead Record but didn't work. Hope you can help me.
Insert a record to custom Module with a related item field
Hello, I'm currently integrating the Zoho API into my system, I'd like to insert a record for my module (let's say CustomModule 1) with a related item field linked to Accounts module. But I'm not able to send the Id of the associated Account in the tag <FL> Error message is returned : You have given a wrong value for the field * My related item field to Accounts * Has anyone ever encountered this problem? Thank you !
SOAP Data Import
Hi All I am extremely new to Zoho and the programming world but have been playing lately. I have a web service we currently use to provision our telco clients. It seems that they have web services available to use and have sent me a documentation link to all the webservices etc. I would like to use Zoho with this system but I am afraid that Zoho wont communication. I simply (to begin with) want it to import all the customer details from the webservice into Zoho. Can anyone help with this information
Auto-populate fields from another software program using API calls
Hi, I am trying to get Zoho and another software program to talk to each other. I use 2 software programs: 1. Zoho (CRM) 2. SoftwareOne I want to do the following: 1. Create a custom field in Zoho (Policy Number) 2. Enter policy number (POL1234) in SoftwareOne and Save 3. When data is saved in SoftwareOne, the details appear in my Zoho custom field (Policy Number: POL1234) SoftwareOne uses REST API web services and I have been able to use a string to make the data appear in a browser, but there is
API INSERT - Characters are not displayed correctly
Dear Friends I am testing with the CRM API, I use Java to program. When I insert Latin characters, they are not displayed correctly in the application. Here is the code used: // --- Start of code import java.io.*; import java.net.*; import org.apache.commons.httpclient.*; import org.apache.commons.httpclient.methods.*; public class insRecords { public static void main(String a[]) { try { //----------------------------Fetch Auth Token ---------------------- String authtoken = "mitoken"; String
How to integrate Exotel with Zoho CRM using API
I want to integrate Exotel with Zoho CRM using API method. How can i do this in Zoho CRM. Please provide me steps to follow
Retrieve "Reason For Loss" via API
@ZohoCRM: Is it possible to retrieve "Reason for Loss" via an API and publish it using webhooks?
Request URL too large for insertRecords Api
I m using insertRecords api to upload contacts from android to zoho crm server. https://crm.zoho.com/crm/private/json/Contacts/insertRecords?authtoken=my_token&scope=crmapi&xmlData=encoded_data The characters count from xmlData is near 12K. Server throws message as Request URI too large. I've tried the same request in rest client and postman. Got the same error. Should I limit the no of records for uploading? I did already as 100 records. Zoho CRM api doesn't support to send via post body. How to
Invalid ticket id with getFields
Hi, I am new to the API world and I am trying to make a getFields on the Accounts to see which fields I can use. I have tried the following values with my auth token: "https://crm.zoho.com/crm/private/xml/Leads/getRecords?authtoken=XXXXXXX&scope=crmapi" This works fine and give me the list of leads. Now if I try this: "https://crm.zoho.eu/crm/private/xml/Leads/getFields?authtoken=XXXXXXX&scope=crmapi" or "https://crm.zoho.eu/crm/private/xml/Accounts/getFields?authtoken=XXXXXXX&scope=crmapi" I obtain
Announcements: Zoho CRM Developers Console
Hi All, Meet Zoho CRM Developers console. Most common methods are supported, and others come in the nearest future... Public URL: https://apigee.com/i.vatsenko/embed/console/zoho-crm "Must have" tool for all Zoho developers Enjoy :) Merry Christmas and Happy New Year ! ______________ Igor Vatsenko http://malthinae.com http://zoholic.blogspot.com
API - insertRecords Method
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
Attach a file to note via API
I've created a note to Calls module via rest API. Is there any api to attach a file to that created note? If yes please mention the api and its request parameters.
Mailerlite - direct integration
Greetings - Any plan to have a direct integration between ZOHO crm and mailierlite? I know we can use third party tools, like zapier to take care of this, but any direct integrations? thanks in advance
Call status entry for insertRecords of Calls module not reflecting in Zoho web portal and zoho database
Using insertRecords api, I'm uploading call records with Call Status as Missed. It's uploaded successfully. When I check in website, the entry comes under Received calls and not missed calls. Similarly, If I upload an entry with status Unattended Dialed, the zoho crm over writes it as Attended Dialed. Here is the sample entry: xmlData=<Calls><row no="1"><FL val="ACTIVITYID">1716111456</FL><FL val="CONTACTID">2761771000000189001</FL><FL val="Created Time">0</FL><FL val="Call Duration">00:00</FL><FL
Using API to query ALL notes?
I have some code that is using the Zoho CRM API getRecords() call to query a large number of records out of Zoho in one shot (e.g. it queries 200 records at a time, syncing the data to another system I am using). I need to get the Notes associated with all of those CRM records. I know about the getRelatedRecords() API call - however, when you call this API you need to know the Record ID of the record that has notes in it. Only a few of the records I am fetching have Notes attached to them and I
How to add selected contacts to a function?
Hello! Could you please explain me, how can I catch an event select a contact and transfer it to a function? I mean this - http://prntscr.com/gslyoy When I select entries in the record list and click on the function, how do I catch these entries in the function? zoho.crm.getRecords or zoho.crm.getRecordById ? For example, I do not need all the data about the record but only their IDs transmitted from the page. Best regards, Alexandr
Google Adwords integration GCLID not being updated
Hi, I have integrated a 3rd party web form with the instructions on this page https://www.zoho.com/crm/help/google-adwords/configure.html The GCLID is being added correctly to the Lead when I am using insertRecords API call. The form integration sometimes uses updateRecords but this does not update the GCLID field. Can the GCLID field only be included when creating a new record? Thanks, Michael
Zoho CRM create "Potential" via API?
Hi there, I've been looking through the API docs but cannot find any documentation on creating a "Potential" via API. I've found docs on creating leads, contacts, and others. Where should I be looking?
Google Adwords Integration
I'm trying to integrate Adwords with Zoho crm but the instructions appear to be missing important bits of information. I am using my own forms and api. I have captured the GCLID from cookie and assigned it to variable $gclid and have included this is the api i.e. <FL val="GCLID">'.$gclid.'</FL> So far so good. However, I'm confused as to what goes in the hidden field in the form. Is it <input type='hidden' id="zc_gad" name="zc_gad" value=""/> ? Or is it <input type='hidden' id="zc_gad" name="zc_gad"
EXTREMELY URGENT - searchRecords Not Working For Potentials
Hi Support Staff I have relentlessly searched forums for the answer to my problem, with no luck. The following works fine: https://crm.zoho.com/crm/private/xml/Contacts/searchRecords?authtoken={$token}&scope=crmapi&criteria=(Phone:Test) The following returns error 4832: https://crm.zoho.com/crm/private/xml/Potentials/searchRecords?authtoken{$token}&newFormat=1&scope=crmapi&criteria=(Potential Name:Test) I have tested these two calls from within PHP and from browser. Only difference is the module
Zoho API file upload error “Unable to process your request. Please verify whether you have provided proper file.”
I want to upload file to zoho using uploadFile method, but unfortunately i got this : "Unable to process your request. Please verify whether you have entered proper method name,parameter and parameter values." i am already tried this "https://help.zoho.com/portal/en/community/topic/unable-to-process-your-request-please-verify-whether-you-have-entered-proper-method-name-parameter-and-parameter-values" but dose not work $fields = array();
$fields['authtoken'] = $this->authtoken;
$fields['scope'] =
Upload image to leads.
Is there a way to upload a image for a lead using deluge? I would like to upload the contact picture using deluge. I see that you can use UploadPhoto, but that needs to use a file stream. I am not sure if you can get a file stream from deluge. Bob Lozinak Twelve/Three Marketing, Inc.
I get Invalid Ticket Id at every request
Hello I followed your guide and then generated an api token. The code (without the token) : <?php header('Content-type: application/json'); $token = 'my-token'; $url = "https://crm.zoho.eu/crm/private/json/Contacts/getRecords"; $param = "authtoken=" . $token . "&scope=crmapi"; $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $url); curl_setopt($ch, CURLOPT_FOLLOWLOCATION, 1); curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1); curl_setopt($ch, CURLOPT_TIMEOUT, 30); curl_setopt($ch, CURLOPT_POST, 1); curl_setopt($ch,
Questions on API Integration (application development)
Hello, We are scoping out developers who would be able bridge Zoho CRM with our ERP system. With that said, our prospective developers are wondering what programming language and database Zoho uses, and what application would need to be put in place for a successful integration? Thanks, Deanna
Lowest API calls to retrieve contacts related to multiple accounts?
To get all the Accounts associated with Contacts can searchRecords or getRecords for Contacts then getRecordById with &idlist to get Account records. Not seeing a good way to do the reverse because ContactsId is not stored in the Accounts record. Could do searchRecords or getRecords on Accounts and getRecords or getRelated for Contacts but getRelated maybe greater number of calls compared to getRecords. Is there a way for less API calls for Contacts? Regards, Glenn
Does Zoho crm supports insertRecords as post body?
To insert a contact, I've used below URL. https://crm.zoho.com/crm/private/xml/Contacts/insertRecords?authtoken=d3c628d4a475fe89b37a33abffcbdf84&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> xmlData parameter added to this
CRM API uploadFile errors
I can't upload using the API $url = https://crm.zoho.com/crm/private/xml/Contacts/uploadFile?authtoken=###&scope=crmapi&id=### $ch = curl_init(); curl_setopt($ch, CURLOPT_HEADER, 0); curl_setopt($ch, CURLOPT_VERBOSE, 0); curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, FALSE); curl_setopt($ch, CURLOPT_SSL_VERIFYHOST, FALSE); curl_setopt($ch, CURLOPT_RETURNTRANSFER, TRUE); curl_setopt($ch, CURLOPT_URL, $url); curl_setopt($ch, CURLOPT_POST, TRUE); $post = []; $post['id'] = $id; $post['content'] = '@'.realpath($file);
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