Reuse Custom Function in Button already available in Workflow?
I have a Custom Function that I use from within a Workflow. Am I correct in my understanding that the only way to use the same Custom Function from a Button is to recreate the function in the Button Workspace (or at least create another function that in-turn calls it?) Seems a bit ridiculous that I have to repeat code - so thought I would check if anyone knows a workaround? Thanks Nick
Schedule a call
How can I schedule call in Zoho CRM using the API? I am able to create a call history record. But it creates all records as closed/completed. I want the call to be created as open and it should be a scheduled call. What is the XML data that I should send?
Can't create an Event with a Related Lead
I can't create an Event with a related Lead. I include these two fields with my xmlData parameter but the field does not populate: <FL val="RELATEDTOID">2111963000000333438</FL> <FL val="SEMODULE">Leads</FL> I can only add a Related To Lead on the website, not through the API. I've tried using the lead's full name but nothing seems to work. Any help very much appreciated.
API calls by auth token
Hello, In Zoho CRM > Setup > APIs > CRM API we can see the number of API calls made by user and IP address, ok, but we have several auth tokens per user, so the question is: are there any place where we can see the number of API calls made by auth token? Thanks
Does Zoho API support InsertRecords by json
Hello! I'm looking at https://www.zoho.com/crm/help/api/insertrecords.html and it seems that the only way of post new records to the api as xml. Does this mean that json is not supported as it is in the GET methods of the API? Regards, Jakob
Only 20 element as a json result in an http request
Hello. I'm a user of CRM Plus. Every time I made a request though the API to get the contacts, leads or whatever, I obtain a maximun of 20 elements. In the API documentation is written 200/100 is the maximun limit of elements in a request for accesing/modifying. Any idea of what is happening? Thanks in advance.
JSON format for jQuery/Datatables
Hi everyone - we are trying to load a json export of some particular records and want to use the Datatables jquery plugin. The problem we are running into is what seems to be a strange format of the json as compared to other json files we have worked with. I have pasted a sample below of 2 records - { "response" : -{ "result" : -{ "CustomModule1" : -{ "row" : -[ -{ "no" : 1, "FL" : -[ -{ "val" : CUSTOMMODULE1_ID, "content" : 2300685000000121073 }, -{ "val" : ResortName, "content" : Mayan Palace
InsertRecord for custom module where a Lead is referenced
While inserting a record in a custom module, records get inserted, all other fields are updated with provided data in the request but referenced 'Lead Id' is not being populated. May I know what's wrong going with this request? Here is the insert request: $url = "https://crm.zoho.com/crm/private/xml/CustomModule1/insertRecords"; $param= "authtoken=".$token."&scope=crmapi&xmlData= <MailStamps> <row no=\"1\">
Create Lead.Robots info.Vacancy Product
Hi.Need insert record Robots info Vacancy Product for creation of Lead. In general it will be array: [''.net", "Node.js", ...]. Need help.Thanks
InsertRecord
Hi. Need insert records for creation of lead as such as: <Leads> <row no="1"> <FL val="Lead Source">Web Download</FL> <FL val="Vacancy Product">.net, Big Data, Node.js ???</FL> </row> </Leads> tell me how I can do it, please.
Integrating with 2 back offices
Is it possible to integrate Zoho with 2 back office softwares for 2 different companies? The only thing we're looking to do is add customers to all 3 databases when a customer is added to any 1 of the 3 ststems (Zoho, back office 1 and 2).
searchRecords API not returning all matched results.
The following criteria I use: (((First Name:name)OR(Account Name:name)OR(Last Name:name))) For example, there a list of records in contacts module with the last name of "test". Searching test gives me all matched results but searching the first name of a record with the last name of test doesn't show up for some strange reason. Sometimes it only returns some of the matched results but not all from confirming directly in zoho instead of using the search api. Now, is it something to do with the criteria
ADD IN ERROR
Why am I receiving this? When using 365 add on HTTP 400 error It’s not you, it’s this link (it appears to be broken) Try this Retype the web address Go back to the last page Search for the page
Signup form integration option?
Background: -----------------We have a public website A and our application web site B. We want to track user behaviour and info all they way through the buying cycle as the user will go through a free trial on web site B. We are able to use webforms integrated on site A to capture Demo Video signup and other sales related stuff. However once a user goes to sign-up for free trial, this is done on site B using custom code (we have different important validations and registrations). Thus a Zoho web
Problem with InsertRecords - '&' not allowed in Description
Hello, Can any one please guide how to pass description data with '&" and other chars like (<, >, etc ). Its gives me error like this >> 4835Unable to parse XML.XML document structures must start and end within the same entity. URL : "http://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=1&apikey=$ZOHO_APIKEY&ticket=$ZOHO_TICKET&xmlData="; I am passing below data in xmlData. <Leads> <row no="1"> <FL val="Company">NIL</FL> <FL val="First Name">chets</FL> <FL val="Last Name">dev</FL> <FL
searhRecords Bug, cannot search with 'IN' or 'AS' as criteria
the searchRecords method appears to fail when you search on SQL keywords. For example: with criteria=(Billing State:AR) I get a number of responses. with criteria=(Billing State:IN) uri': '/crm/private/json/Accounts/searchRecords', 'nodata': {'message': 'There is no data to show', 'code': '4422'} with criteria=(Billing State:AS) nodata again I need to be able to search on state abbreviations. I can use a workaround for the time being and rename all Indiana companies from IN to Indiana.
Encoding XML string on Zoho insertRecord
Having trouble appending an XML string to the insertRecords URL to submit a record to Zoho via a third party tool (HubSpot). In the example below, the $lead->publicLeadLink contains variables separated by an ampersand (&) which is breaking the $insertURL string. I believe I am encoding it correctly but am not sure if Zoho already has an encoding/decoding process on the post page that I am conflicting with. Please help. $xml = '<Leads><row%20no=\'1\'><FL%20val=\'HubSpot%20GUID\'>'.urlencode($lead->guid).'</FL><FL%20val=\'Lead%20Owner\'></FL><FL%20val=\'First%20Name\'>'.urlencode($lead->firstName).'</FL><FL%20val=\'Last%20Name\'>'.urlencode($lead->lastName).'</FL><FL%20val=\'Designation\'>'.urlencode($lead->jobTitle).'</FL><FL%20val=\'Email\'>'.urlencode($lead->email).'</FL><FL%20val=\'Company\'>'.urlencode($lead->company).'</FL><FL%20val=\'Website\'>'.urlencode($lead->website).'</FL><FL%20val=\'Found%20Site%20Via\'>'.urlencode($lead->foundVia).'</FL><FL%20val=\'Hubspot%20Lead%20Intelligence\'>'.urlencode($lead->publicLeadLink).'</FL></row></Leads>';
cURL cannot insert company name with special characters
This is the php script I am using to insert data from QuForm to Zoho. It works fine until a user types in a special character in their company (for example Smith & Smith). When & is used, the insert does not show up in zoho. We tried replacing $company = $_POST['iphorm_1_3']; with $company = urlencode($_POST['iphorm_1_3']) ; But the company name shows up with ASCII codes for & (Smith+%26%Smith). Any suggestion on how to make this work with Zoho? function post_to_zoho($form) { // Find
Zoho Desk and Zoho CRM Account and Contact data duplication
We use Zoho Desk for tracking of customer support tickets. Within Zoho desk we have existing customer Accounts and their associated Contacts (customer names). We also use Zoho CRM for Sales and Marketing. Within the CRM we have our existing customer Accounts and Names as well as prospective/Leads. How can we maintain one record of our customer Accounts and Contacts and any updates are synchronize across these two modules. We do not want to maintain the data in both modules. In a perfect world
[ insertRecords ] Getting EOF error when uri exceeds 1000 char
Hello, I'm trying to insert a new account, using insertRecords method, with HTTP POST. If the url length doesn't exceed 1010 characters, no problems, the POST is fired, and i get the records in Zoho CRM: But as soon as i add just on character, and the url length exceeds 1010 char, the "eof" (end of file ?) header field turn to TRUE, and the POST is not fired anymore, and i get nothing in Zoho CRM: I spent hours on this problem before notifying this, and i made somes tests to find the limit. I tried
API Exception Adding Leads
Hi i'm executing Java's API Example and i'm getting the following Exception: javax.net.ssl.SSLHandshakeException: sun.security.validator.ValidatorException: PKIX path building failed: sun.security.provider.certpath.SunCertPathBuilderException: unable to find valid certification path to requested target How can I solve this problem?
Unable to process your request. Please verify if the name and value is appropriate
Error message when I tried to access CRM api Error is following : Unable to process your request. Please verify if the name and value is appropriate for the "authtoken" parameter. I have tried with two authtokens also but every time same error is showing. Code for python is: import urllib import urllib2 module_name = 'Leads' authtoken = '4406d0a010e244503c005f8191a6XXXX' params = {'authtoken':authtoken,'scope':'crmapi'} final_URL = "https://crm.zoho.com/crm/private/xml/"+module_name+"/getRecords"
ZOHO CRM PhoneBridge - phone number formatting exception needed
I have recently setup my RingCentral account with both Zoho CRM and Recruit. I have noticed that the business card view does not display when calling or receiving a call from a record in either application - WHEN, the formatting of the phone numbers does not align perfectly. Whereas there might be dashes between a listed phone number in ZOHO (e.g. xxx-xxx-xxxx), if the caller ID from the RingCentral system does not include that formatting (even with the same number), the zoho integration does not
Error 4832 when searching in a custom module
I can't seem to get results using the searchRecords method when searching on a custom module. My call looks like this... https://crm.zoho.com/crm/private/json/CustomModule2/searchRecords?authtoken=MYTOKEN&scope=crmapi&criteria=(FIELD NAME:VALUE)&newFormat=2 Response is {"response": {"uri":"/crm/private/json/CustomModule2/searchRecords","error": {"code":4832,"message":"API call cannot be completed as the Criteria parameter contains empty field name"}}}
Different behavior between development-server and live-server
Why can I save on my Virtual Machine and Vagrant Leads in ZoHo CRM and when I play whole live, I get the message: 4834 Ticket Id Invalid ticket. So check if ticket has expired. Best regards.
Delete Row(s) while Updating a Record?
Hello, I'm performing an API Call to the CRM Invoice Module, and I'm curious if it's possible to delete the <product> rows during an UpdateRecord? I know there's a "newFormat=1" parameter that can replace current values with a NULL value, but unfortunately that's not going to work in my scenario. Any help would be appreciated. Thanks!
inserRecords xmlData returning 4600 error every time
HERE IS MY POST [08-Dec-2016 08:30:17] POST to ACTIVE: https://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=1&authtoken=XXXXXXXXXXXXXX&scope=crmapi&duplicateCheck=2&xmlData=<Leads><row no="1"><FL val="First Name"><![CDATA["swam"]]></FL><FL val="Email"><![CDATA["support@zohocrm.com"]]></FL><FL val="Last Name"><![CDATA["why"]]></FL><FL val="Company"><![CDATA["NCP"]]></FL></row></Leads> HERE IS THE RESPONSE [08-Dec-2016 08:30:18] Response:<?xml version="1.0" encoding="UTF-8" ?> <response
problem api sales orders
url = https://crm.zoho.com/crm/private/xml/SalesOrders/insertRecords?authtoken= token &scope=crmapi&newFormat=1&xmlData= <SalesOrders> <row no="1"> <FL val="Subject">contratto</FL> <FL val="Due Date">30 - 11 -2017</FL> <FL val="Sub Total">890.00</FL> <FL val="Grand Total">890.00</FL> <FL val="Billing Street">test</FL> <FL val="Shipping Street">test</FL> <FL val="Billing City">test</FL> <FL val="Shipping City">test</FL> <FL val="Billing State">test</FL> <FL val="Shipping State">test</FL> <FL val="Billing
Link calls with contact in Zoho CRM
down votefavorite I am trying to link a call with a contact to log call history. I am using the xml below. But the response is 4500 Problem occured while processing the request <Calls>
<row no="1">
<FL val="SMOWNERID">2145559000000117005</FL>
<FL val="Subject">Sales campaign</FL>
<FL val="Call Type">Outbound</FL>
<FL val="Call Purpose">Prospecting</FL>
<FL val="CONTACTID">2145559000000117005</FL>
<FL val="SEID">2145559000000117005</FL>
<FL val="SEMODULE">Contacts</FL>
<FL val="Call Start
Incorrect (outdated, possibly cached) records returned by getRecords API call
I'm trying to use the getRecords method to retrieve data from our Zoho Crm on a daily basis. However, I've noticed that the Api returns old, possibly cached data. It returns fields we've already deleted and some other fields are missing. Is there a way to get the current data that is also shown if I look at the CRM trough my browser? p.s. This problem is also mentioned 2 years ago, on the following post: https://help.zoho.com/portal/en/community/topic/incorrect-outdated-possibly-cached-records-returned-by-getrecords-api-call
Any idea?
Hi everyone! How would it be possible to make appear a warning message when we register a lead with the same surname and date of birth to stop accidental entry of duplicate contacts?
How User Login via Zoho on my Website (oauth or openid)
Hi I want on my page that user have to login with there Zoho account, but I don't find a solution. Do zoho have a working oauth or openid? I saw that zoho api v2 got oauth but when it will be released?
Record insert in account module suddenly stopped working
hence the ZOHO response for past 3 days and doesn't fix it yet.. at first the record was inserting good, but update was not working hence i have contacted support to check and help us for the update process, but when they started their support process the record itself is stopped inserting and they ask me to check with my code which was already working that too with silly solutions like - use " instead of ' and more solutions kinda the same i don't know whom to communicate regarding this issue
Search field not working correctly; causing duplicates to be created.
I have reported this problem several times over the last 2 years, zoho do not appear to be interested to check their programming code to correct this issue. I have just tried to search to find a company i KNEW i had, (the default one on the black navigation bar all modules boxes were ticked), it found some notes but not accounts or contacts, in the end i had to use just one of the words in the company name to help find it, which will bring up other results with the same word in the company name,
Zoho CRM organisation id
HI How can i get organisation id of login when iam authenticated through api ? Is there any way for authentication with out application specific passwords ?
uploadFile method with python
Hello, I am struggling to properly upload a text to a lead. I am using the requests library to post the request. I think there is something wrong with my file stream object or I may be missing some header info. file_stream = io.open('zcrm_%i_example.txt' % lead_id, 'r') params = base_params.copy() params.update({'id': lead_id, 'content': file_stream}) url = json_base_url + 'Leads/uploadFile' resp = requests.post(url, params=params)Here is the response I am getting, it seems that the 'content' keyword
MailChimp/Zoho Integration - Best Option for Configuring
Hi Zoho Support, We are trying to integrate MailChimp with Zoho. The first tool we've tried is Cazoomi. I am not sure this is the right tool for us. We do not use Zoho Campaigns. Rather, we use Zoho for Contact and Task tracking. We use MailChimp for our mailing lists. This is what we need to do: In Zoho we have created a boolean checkbox for e-mail opt out (in Zoho). We need to trigger this field to be a "Yes" value if someone unsubscribes from MailChimp The Zoho Email Opt Out field is on the Contact
searchRecordsByPDC and Search Column
Hi there! I need to find a record by column Secondary Email. The output I have Invalid Search Column.Check it now. In request searchColumn I passed value 'Secondary Email'. need help, please, thanks!
Related Lists naming convention
Is there any naming convention on related lists? I need to get all the products assigned to a potential, but I don't know what should be de URL for the getRelatedRecords api method, since I don't know how the related list is called. I'm asking this, because the "Stage History" related list name is "potStageHistory"... So, what is the name of "Products" related list? Thanks
getSearchRecordsByPDC Method and searchColumn
Hey there! I need to find a record by column Secondary Email. The output I have Invalid Search Column.Check it now. In request I passed field 'Secondary Email' as it is written in the api. need help, please. thanks
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