Zoho Quote / Zoho Books Estimate Webhook or API
Hi, I would like to create a Quote in Zoho CRM and then through a form of automation such as a Webhook or API to generate an Estimate in Zoho Books. My reason is that I need more advanced reporting on Quotes, like sales acceptance by percentage or quotes done and Zoho Books is very limited with reports. I ultimately want to use Zoho Books for doing estimates and invoices as it has the client portal and many other advantages. Can someone help me with a webhook or api solution.
Issues trying to add notes through the API
Greetings, I have some issues adding notes to Leads using the API (as shown in Insert notes and relate to the primary module ) I'm using curl with PHP to add a lead, and in the response I get the lead ID. After that, I'm trying to make another call to add a note and I use that ID from the previous response as the entityId for the note. I get a 'Record(s) added successfully' response in both requests, but I don't see the note set to that Lead. I've searched around the forums and I've seen some people
Unable to get/fetch Contact Name, Address information when using CRM api
Hi, I'm quite worried and have searched different forums to get answer to my problem but found no solution. I have 2 problems: 1) How can I update a Contact information using email field match. Right now I need to search record by email which gives me contactID and then I use that to update record. 2) When I call CRM api to get a contact (using email or by contact ID) why it does not return me address information? https://www.zoho.com/crm/help/api/modules-fields.html#Contacts At this link I can see
Zoho API Search. Do I really have to do it this way?
Hi there, thanks for taking the time to read this. My problem : I have to display all records that have a certain phone number. Basically, I am integrating into a phone app and when a call comes in, I have the phone number and I use that to search Zoho Records to show to the user who is calling. Pretty simple stuff I would think. However, there are 2 important things here which seem to throw a monkey wrench into this plan. 1) there is a 250 limit on the number of searches I can do per day (per user)
Invalid ticket id
Hi, im trying to connect to the Api but when i do a call i receive this message: {"response":{"error":{"message":"Invalid Ticket Id","code":"4834"},"uri":"/crm/private/json/Accounts/insertRecords"}} and I send: https://crm.zoho.com/crm/private/json/Accounts/insertRecords?authtoken=<authtoken>&scope=crmapi&newFormat=2&xmlData=<?xml version="1.0" encoding="UTF-8" ?><Accounts><Account_Name type="str">prueba desde python</Account_Name></Accounts> I tried to get a ticket from https://accounts.zoho.com/login
Is File Upload working in Zoho CRM?
Trying to get a file upload to work but with no success. Can anybody tell me what is wrong with this request
Upload a PDF file to a potential
Hi, I'm facing a problem with the uploadFile Method. The error i have is the error 4424. I'm trying to upload a pdf directly from a server. I hope that you can help me. Here is my PHP code : $content = '@devis/devis_100179'; $url = "https://crm.zoho.com/crm/private/xml/Leads/uploadFile?authtoken=**********&scope=crmapi"; $post=array("id"=>$recordId,"content"=>$content); //================= start curl =================== $ch = curl_init(); curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, false); curl_setopt($ch,CURLOPT_URL,$url);
searchRecords() API method with CRM
It seems that I cannot use the searchRecords() API method with the Campaign field "Campaign Owner". This is what my criteria paramater looks like: &criteria=(Campaign Owner:owner name) I get this response: Error Code: 4832 Message: API call cannot be completed as the Criteria parameter contains unsupported fields Why can I not search over Campaign Name? It's a very relevant field to the campaign module (Campaign Module Fields). Is this a bug? Urgent help requested please
Connecting Invoices and Quotes
Is there anyway to connect an existing Invoice with the Quote it was converted from? I can think of work arounds that would involve multiple API calls to essentially search for the Quote based on certain Invoice fields, but it would save time and API calls to be able to succinctly retrieve a QUOTEID from a given invoice.
Convert lead to contact.
Hi, In the page: https://www.zoho.com/crm/help/api/convertlead.html. Two api to convert lead. XML Format: https://crm.zoho.com/crm/private/xml/Leads/convertLead?authtoken=Auth Token&scope=crmapi &leadId=entity Id&xmlData=POTENTIALXMLDATA JSON Format: https://crm.zoho.com/crm/private/json/Leads/convertLead?authtoken=Auth Token&scope=crmapi &leadId=entity Id&xmlData=POTENTIALXMLDATA For the xmlData=POTENTIALXMLDATA in JSON Format, do I need to input json format or xml format. Could you provide example
Customer Reward or Loyalty
Hello All, My use case is as follows: 1. Upload offline customer details to Zoho CRM 2. Connect my e-commerce website with Zoho CRM (via Zoho API) 3. For every purchase transaction on the website, a new invoice or sales order gets created in Zoho CRM (real-time or asynchronous) 4. Create and manage a customer reward system in Zoho CRM. So the next time, a customer makes a purchase on my e-commerce website, a look up is made to Zoho CRM, determine the rewards and offer it right away on my website.
how to insert data into mysql server from zoho jobopening module using php and mysql
I am creating a mobile and webapp where i am using zoho api to store the job details details. And i have my internal mysql database so i want to get those zoho jobs opening into mysql database. If you help me how to get those zoho jobs opening into mysql database, that will be great. I am using PHP as server side scripting language and mysql as database. I have zoho account with me. below is details and i already created tocken for this account. this is the tocken: 6df045b5b84421f430ef02ad825296cb
Which method should I use to update values of a custom field
Hi, I want to know which API method should I use to change the values of a custom field. For my purpose defining the values of a custom field in the design it is not useful, because I want to change the adress at the moment of creating an Invoice depending from which account it came, as an account can have several adresses, the adress of the Invoice can change too so I think the solution is a custom function, but I don't know which API method could work. Hope you can help me, thanks
Zoho CRM Pastel Evolution Accounting API
I am looking for an api to connect Zoho CRM Pastel Evolution Accounting API please quote to develope email sales@paper2digital.co.za
[ZOHO CRM API] problem trying to insert a url with params
Im trying to sent this URL in a valid URL field. https://rocket.la/que-tarjeta-de-credito-conviene/?utm_source=blog&utm_medium=post&utm_content=Diario-bsmart-u-20-julio-2015&utm_campaign=Diario-bsmart-u-20-julio-2015 my code looks like: <?xml version='1.0' encoding='UTF-8'?> <CustomModule7><row no="1"><FL val="Content">Diario-bsmart-u-20-julio-2015</FL><FL val="Tiempo">2016-04-13 14:34:58.988000-05:00</FL><FL val="Medium">post</FL><FL val="baseid">ce6f7c76-01ae-11e6-9e0b-0242ac11004a</FL><FL
Passing custom AJAX generated values through Zoho Web Form
Hi guys! We are migrating to Zoho CRM, and one feature that we had with the CRM we previously used was the ability to pass a 'Coupon Code' (that is generated and displayed when our customer website is loaded) through the web form. What would be the best method to pass this AJAX generated coupon code when a customer fills out the web contact form that Zoho creates?
Record
I have this table: I am try to connect with a web application with this code: //Initialize connection $ch = curl_init('https://crm.zoho.com/crm/private/xml/Leads/insertRecords?'); curl_setopt($ch, CURLOPT_VERBOSE, 1);//standard i/o streams curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, FALSE);// Turn off the server and peer verification curl_setopt($ch, CURLOPT_SSL_VERIFYHOST, FALSE); curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1);//Set to return data to string ($response) curl_setopt($ch, CURLOPT_POST,
Alternative way to fetch Potential stage history in a single api request?
Currently, we can fetch stage history of each potential by using "getRelatedRecords" methods, but it quickly consumed our api request limit and it about to reach maximum limit in just a single run. Is there a way we can fetch all the stage history of an organization by a single api request like using "getRecords" method?
Is there a way to fetch all stage history in a single api request?
Currently, we can fetch stage history of each potential by using "getRelatedRecords" methods, but it quickly consumed our api request limit and it about to reach maximum limit in just a single run. Is there a way we can fetch all the stage history of an organization by a single api request like using "getRecords" method?
Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter
when employing the method of updateRecords throws error "<?xml version=\"1.0\"encoding=\"UTF-8\"?> \n<response uri=\"/crm/private/xml/SalesOrders/updateRecords\"><error><code>4600</code><message> Unable to process your request . Please verify if the name and value is Appropriate for the \"xmlData\"parameter.</message></error></response>\n"string that I sent to the api is as follows https://crm.zoho.com/crm/private/xml/Leads/updateRecords?newFormat=1&authtoken=authtoken scope=crmapi y xmlData ="<SalesOrders><row
proper xml format for inserRecords
here is a snippet of my xml <Accounts> <row no="1"> <FL val="License Number">2000250.FMP </FL> <FL val="MJBL Number"> </FL> <FL val="Business">Jeffrey HunterInfidelesAlex Oyarbide alexlocations@sbcglobal.net Suite 51444 Brickell AveMiami, FL 00000 </FL> <FL val="Business Telephone"> </FL> <FL val="License Category">Film Permit </FL> <FL val="Status">Permit Issued </FL> <FL val="Date of License">07/21/2011 </FL>
insertRecords
used Postman to try to use the api and i get crazy error https://crm.zoho.com/crm/private/xml/Contacts/insertRecords?newFormat=1&authtoken=AUTH&scope=crmapi&xmlData=<Contacts><row no="1"><FL val="First Name">Scott</FL></row></Contacts> <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Contacts/insertRecords"> <error> <code>4600</code> <message>Unable to process your request. Please verify if the name and value is appropriate for the "zipcode" parameter.</message>
Relation between module records depending on module ids.
It is very important you add this feature. It will be better that it will be possible to make relations with parent modules via passing parent module ID in a lookup field when inserting or updating some record via API. For example if I create my custom module and i want to add a record into it via API it is impossible to make relation between this record and lead bi lead_Id. For now only by lead name. This is unusefull because lead name can be repeated in other leads.
Where are my potentials going?
I am calling: /crm/private/xml/Potentials/insertRecords With the folliwing test data: <potentials> <fl val="Amount">3280</fl> <fl val="Closing Date"> <![CDATA[2016-03-03 18:00:26]]> </fl> <fl val="Contact Name"> <![CDATA[Dan Smith]]> </fl> <fl val="Contact Name"> <![CDATA[Yes]]> </fl> <fl val="Item 0"> <![CDATA[Three Tone Basket - Blue Interior]]> </fl> <fl val="Item 1"> <![CDATA[Changes (White)]]> </fl> <fl val="Potential
lookup field id
hello, in the CRM i add a lookup field but when i read with API i have the value of the lookup field and not the ID behind this value. It's very blocking because when if i have severals times the same value, how can i make to know the good ID ???? By example. In my Zoho CRM in Contacts i have "Account Name" (created by Zoho ) and "Denonce par" (lookup created by me) and the API return me Copy code <response uri="/crm/private/xml/Contacts/getRecords"> <result> <Contacts> <row no="1"> <FL val="CONTACTID">769051000000244015</FL>
Changing the contact owner
I'm trying to write a custom function where record ownership can change. This seems to me it should work: Client = zoho.crm.getRecordById("Contacts",input.ClientID); if(Client.get("Sales Status") != "Sold") { Reg=Client.get("Region"); if(Reg.startsWith("NorthEast") && (Client.get("Client Owner") != "Tom Brady")) { NewOwner="Tom Brady"; } else if(Reg.startsWith("SouthEast") && (Client.get("Client Owner") != "Bill Belichik")) { NewOwner="Bill Belichik"; } else { NewOwner="Some Other Cheater";
Limit xml import ?
Hi, I try to import contact from api (xml). There is a limit ? i can import more than 100 contact ! (in 1 package) Normal ? Thx by advance.
Fetching all the modified Notes
Hello. Is there any way of fetching all the modified Notes using API? In "getRecords" method there is a "lastModifiedTime" and this works great for Contacts or Leads, but not for Notes as it's not a module. The only way of fetching Notes I know of is by using the "getRelatedRecords" method but this method must be called for every single Contact and Lead separately in search of modified Notes. This quickly exhausts the API calls limit. If adding a Note to a Contact would change the Contact's modification
Fetch Related Record
Hi, I am trying to fetch related accounts of contacts. https://crm.zoho.com/crm/private/xml/Accounts/getRelatedRecords?authtoken=AUTHTOKEN&scope=crmapi&id=CONTACTID&parentModule=Contacts However, this returned me the error of <code>4401</code> Unable to populate data, please check if mandatory value is entered correctly. Any ideas how can i do this? Thanks.
Use API to get Lead details whilst the Lead is still in Approval Stage
Hi, Our process is currently: A user can register on the website using a gravity form WP plugin approach. The user has to activate their account before they can start using the site. The user will also go into Zoho CRM as a Lead and will sit at the Approval stage so we can check them. What I would like to do is query this user via the API whilst they are still awaiting Approval to pre-fill some elements of their user record on the website. We appreciate a user may activate their web account prior
Error calling method searchRecords in CRM API
Consists in No filters correctly if one of the filtered fields is modified in records resulting from the previous search. For example: We have a record in the Potentials module with the following data: Potential_ID: xxxxxxxxxx Stage: Seleccionada 1st.- We call the API as follows: https://crm.zoho.com/crm/private/xml/Potentials/searchRecords?newFormat=2&authtoken=Token&scope=crmapi&criteria=((Stage:Seleccionada))&fromIndex=1&toIndex=200" The API returns us: Potential_ID: xxxxxxxxxx Stage: Seleccionada
Updating custom fields with Zoho CRM API?
In ZOHO, we have created several custom fields that we would like to be updated from our custom customer database. As an example, in ZOHO, we have added custom fields such as “LicenseType”. We would like to update the Zoho database with the data from our customer database. So, if we update info in our customer database, the Zoho API would update the Zoho CRM database so that the two systems remain “in-sync” on the custom fields. Is this possible? If so, what would be the best method to use
ZOHO CRM Change HISTORY AND HOVER HELP
Hello -- I have two questions: 1. Is there a way though API or some type of setup to having a running history of a perticular field in a module that is changed? So for instance, address is changed but you want to preserve the previous change for audit reasons on the same screen?? If not, does anyone know of a method that might be a hack? 2. Is there a way to display information about a field that can display HELP context that is custom?
How do I get the PHP example to work?
Trying to get this example to work: https://www.zoho.com/crm/help/api/examples.html#2._Fetch_Records_from_the Followed these steps: 1. Added a lead2. Generated a token from this page: https://crm.zoho.com/crm/ShowSetup.do?tab=developerSpace&subTab=api 3. Changed the following line to use the token: $token="AUTHTOKEN"; All I get is a blank XML document, what am I doing wrong?
New Developer - Invalid Ticket ID 4834
Hi All, Im relatively new to Zoho and I am working on using the insertRecord API. My issue is the below code returns an Invalid Ticket ID 4383 My Auth token is valid and appears in the Active Auth Tokens $xml = '<Leads>'; $xml .= '<row no="1">'; $xml .= '<FL val="Company">' . $company . '</FL>'; $xml .= '<FL val="First Name">'.$first.'</FL>'; $xml .= '<FL val="Last Name">'.$surname.'</FL>'; if($title) { $xml .= '<FL val="Designation">' . $title . '</FL>'; } $xml .= '<FL val="Email">'.$email.'</FL>';
API Fetch Records from the "Leads” Module Error
Hello, I'm trying to fetch records from the leads module with the Zoho API. While doing so, and testing, I get this error My code is: header("Content-type: application/xml"); $token="AUTHTOKEN given by Zoho here, for security reasons I'm not posting it"; $url = "https://crm.zoho.com/crm/private/xml/Leads/getRecords"; $param= "authtoken=".$token."&scope=crmapi"; $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $url);
CRM API for Google Drive
Is there an API function that lets me link a document in Google Drive to a Zoho record rather than uploading a copy of the document using the CRM API uploadFile() method? We already use https://www.zoho.com/crm/help/google-apps/attach-from-google-docs.html but want to call this functionality from the API.
Webhooks issue
Hi, I have contacted your team by tchat and should had received a solution today, but I did'nt, so I post my message on your forum. We are facing errors when using ZOHO webhooks. As precised it is very urgent I count on your team Regards,
Show Contacts and Accounts in the map
Hi People, Is can possible to show my contacts and my accounts in to the MAP ( for example google maps)? A has many clients and prospect in the city. Thanks Pugas
getSearchRecordsByPDC and custom field
Hi, I'm trying to retrieve records using the getSearchRecordsByPDC and as searchColumn a custom field, but Zoho replies <response uri="/crm/private/xml/Accounts/getSearchRecordsByPDC"> <error> <code>4420</code> <message>Invalid Search Column.Check it now</message> </error> </response> I perform a post request https://crm.zoho.com/crm/private/xml/Accounts/getSearchRecordsByPDC?newFormat=1&apikey=APIKEY&ticket=TICKETwith these parameters selectColumns=Accounts(Account Name,App Username) searchColumn=App
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