API Token with Limited Permissions?
I need is to create an API token with that can only add a new leads to the CRM. Other permissions such as View/Edit of any data should be denied when using this limited token. The API token would be used to add just a couple of leads each day to the CRM from emails. From what I can tell this is probably possible, but seems to require creation of a dedicated user, setting the limited permissions for this user, and then an API token from that user. The downside it seems is that this requires the purchase
Calculate totals in a loop
Hi, I am looping through related records and trying to calculate a total for a certain field. I copied the example from https://www.zoho.com/crm/help/automation/custom-functions-programming.html which is basically as below: total = 0.0 ; for each rec in resp { total = (total + (rec.get("Amount")).toDecimal()) ; } When I run this on my CRM I get the following error: "Error evaluating NUMERIC expression :". That is all I get and I know it occurs on that line. My "Amount" field is type Currency.
Go Integrator
Has anyone used go integrator with Zoho before? If so, what has your experience been?
Error in Inserting Data
I am facing the issue Leads not created. API Response : 4401 Unable to populate data, please check if mandatory value is entered correctly. It is running since last day. We have not change anything please help out
node.js api?
Node.js is rapidly becoming a popular application server. Searched for it here and found no discussions. Starting one.
Field Validation on Zoho Web Forms
Hi There I need some urgent assistance. I don't know how to add addition source code to ensure that the email and numeric fields on my webforms are validated. Can someone assist me urgently. The Zoho support team guys have told me they cant assist me since the Zoho forms don't have that functionality. Regards Dolan Email - dolan@tektra.co.za
Zoho CRM APIs
I have a free edition of Zoho CRM. I have tried some API calls, and for some I have got error: 4502 - module doesnt support in your edition (e.g. Cases, Invoices, Notes, Potentials, PriceBooks, etc.). Am I doing something wrong, or is not this functionality supported in free edition? Thanks, Darko
Need to update Lead
Hi, My requirement is that we need to update/insert data into CRM which we receive from third party API. In my case, I have got the data to be inserted in the form of Java object. I have seen the developer API to use insertRecord method. It asks me to create xml to insert data. But i do not know how to use that method. How can i insert java objects data into Lead or other modules of Zoho CRM?
Fetch record
I am building a custom function and I am fecth a record of CRM from CREATOR. Specifically, I am using the zoho.crm.searchRecords("salesorders",sCondicion) function. The result is {"Sales Order Owner":"Matias" ,"Comisión Canal":"99" ,"Account Name":"3M Argentina S.A.C.I.F.I.A" ,"Created By":"Matias" ,"SALESORDERID":"1396182000000400001" ,"MODIFIEDBY":"1396182000000083001" ,"Venta con Mantenimiento":"Si" ,"SMOWNERID":"1396182000000083001" ,"Discount":"0" ,"SO Number":"1396182000000400003" ,"SMCREATORID":"1396182000000083001"
Zoho Api ID Account
Hi, How can i get the id account? I need get the link of differents accounts for my application and i need the id account, id contacts etc. Thx
Error 4835 when inserting an Event : Please check whether you have provided proper values for "DATE" fields
Hi everyone, I'm currently trying to use the insertRecords method of the API to insert a new element in the Events module. But the API keeps returning me this error : 4835: Please check whether you have provided proper values for "DATE" fields And here is my xmlData: <Events><row no="1"><FL val="Subject">Test</FL><FL val="Start DateTime">2015-08-26 02:19:00</FL><FL val="End DateTime">2016-08-26 05:10:00</FL><FL val="Event Owner">null</FL><FL val="Venue">null</FL><FL val="Who Id">null</FL><FL
Counts using the API
I would like to get a simple count of leads or calls records that reside in zoho using the api. Is this possible or do I have to pull all records and run a loop until I have them all pulled?
Zoho Lead API and Workflows
I am not getting the workflow to execute on API leads brought over via JOTFORM webforms using the API. I can get the data in CRM as needed, but it does not trigger a workflow based on a field that is populated and identified in the WorkFlow with the designated "Criteria" Is there something I am doing wrong, or does automation only work with zoho forms?
ZOHO CRM Integration
Dear Team, We are a Investment Management firm, and want ton know if we could get the Investment Platform Website integrated with ZOHO CRM...!! If there any way out, so that instead of logging into separate platforms we are able to see clients investments under ZOHO CRM itself.
Getting dynamic data from Sage 50 to Zoho CRM
Hi I am wondering if anyone has linked their SAGE 50 to Zoho CRM? We are looking to get some dynamic data from a standalone versions of SAGE 50 over to CRM. This would include items like below attached to our clients Account in Zoho Current Balance outstanding Age of Balance Invoices (attached as PDF automatically) Thanks John
Is it possible to associate Products with a Potential via the API?
Hi, I am creating new Potentials via the API and would like to associate existing Products with the Potential via the API. I couldn't find any similar examples and have not been successful with various attempts. Is this possible via the API? Thanks for any help, Michael
Formulas from Salesforce to Zoho
We have integrated into Zoho, but now we are trying to duplicate formulas from Salesforce to Zoho. NEED TO KNOW THE EQUIVALENTS! One in particular is the CASE() formula field. What is equivalent in Zoho to that formula? HELP!
Fashion Company that needs to build an APP for Zoho
Dear Sirs, I am currently using Zoho as my CRM. I work with fashion so, I need some additional features that Zoho can´t provide. I am currently looking for a developer for it. Please, If someone likes to take the project, email me with the quote on michel@fashionroom.com.br Some more info. Active users: 12 Country: Brazil Years using Zoho: 3 best, Michel
3rd Party Reporting Tool & Dashboard
Hi There, We're a small business (4 Zoho CRM) users, and wan to use a easy to use and cost effect 3rd party app for reporting and dashboards, can anyone make any recommendations? Regards Steve
How do I insert a new related record with the API?
Hi there. On the API I see methods for getRelatedRecords and updateRelatedRecords but I'm after inserting a related record. To be specific, I'd like to programatically create a list of related Products for each Potential. Is there such thing as insertRelatedRecord? Is this possible with the API? Thanks
Unknown SSL protocol error in connection to crm.zoho.com:443
Hi, We have been using ZOHO API to update records in our ZOHO CRM. We have 1400-1500 records to be updated every month. Recently, the updates keep stopping at a certain number of records with the following error message: 'Unknown SSL protocol error in connection to crm.zoho.com:443 'error occurred during curl exec. Please advise on how to troubleshoot this. Regards, Winny
API getRecords method with lastModifiedTime doesn't work in some cases
Hi , We are using getRecords method in order to fetch data from our CRM account. In particular we are using getRecords with lastModifiedTime paramenter in order to fetch records in delta mode as you explain in your documentation: https://www.zoho.com/crm/help/api/getrecords.html#e2 Now the problem is that in some case the delta extraction doesn't work and some records that we have certainly changed are not fetched. We suspect that this happens when we change the values of individual fields without
Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter
I am trying to use the insertRecords method of the crm api. I am passing the xml in the url as suggested in other posts I came across. This is the code that I am using (I changed the first 7 byts of my auth token to start in the example - I am able to execute a getRecords so I know my auth token is correct): Dim url As String = "https://crm.zoho.com/crm/private/xml/Leads/insertRecords?authtoken=*******16f2eac78e269f1648eb4a93c&scope=crmapi&xmlData=<Leads><row&20no=%221%22>" Dim xml_string
update creator via webhooks
Hi, I am trying to update zoho creator from crm through webhook. I have finished all the setting. But the data is not updated in the creator. My Xml String code looks like below. <ZohoCreator> <applicationlist> <application name='crm-contacts'> <formlist> <form name='Add_Contact'> <update> <criteria> <![CDATA[(Email==${Contacts.Email}]]> </criteria>
Issue creating Potentials records using Zoho API
Hi , I am using Zoho API to insert Potentials records into my Zoho Account. My problem I am getting the success to insert the records using the API only two fields. I am passing other parameter in XML post URL but only two fields is insert other form fields still reaming empty. Here my XML URL $xml=<Potentials><row no="1"><FL val="Potential Name">John</FL><FL val="Stage">Needs Analysis</FL><FL val="Contact Name">Smith</FL><FL val="Closing Date">18/09/2015</FL></row></Potentials>; $post_url
Mismatch between output from Zoho APIs and Zoho CRM for simple queries
Hi, I need to pull simple data from Zoho CRM like trial start and end dates and lead status for which I am using API getMyRecords . However the results I get from these APIs is different in count then when I view it on the Zoho CRM applying the same filters ! . For Eg A query of trial start date = current month & lead status doesn't contain blowout gives output as 35 in API run query and 24 in Zoho CRM view when I apply this as a filter. ( screen shots attached) Also though records in Lead module
Mismatch between Zoho CRM query and API query output
Hi, I need to pull simple data from Zoho CRM like trial start and end dates and lead status for which I am using API queries like getMyRecords . However the results I get from these APIs is different in count then when I view it on the Zoho CRM applying the same filters ! . For Eg A query of trial start date = current month & lead status doesn't contain blowout gives output as 35 in API run query and 24 in Zoho CRM view when I apply this as a filter. ( screen shots attached) Also though records
Getting SMOWNERID
How to get SMOWNERID in order to use it in API InsertRecords or UpdateRecords. Is it possible to get Users details via API?
Not all leads are imported
Hi I have developed an application which imports the leads from Zoho CRM. The issue I am facing is that whenever I import the leads using the API, not all leads are imported. The PHP code that I am using is very simple. $json_data = file_get_contents('https://crm.zoho.com/crm/private/json/Leads/getRecords?authtoken='.$token.' '); The CRM application is being used by multiple users, the token being used in the API call belongs to the administrator of the CRM. The behavior is quite erratic, sometimes
Ecwid Shopping Cart integration with Zoho CRM
We are trying to integrate our Ecwid shopping cart with Zoho CRM. We want to create a new CRM record for each order. I have contacted Ecwid about scripting on their end. However, if there is no solution there, how would you use their framework within Zoho to accept an Instant Order Notification and then automatically fetch the Order information and create a new record from the fetched data? Here is the API information from Ecwid if it helps: http://api.ecwid.com/#get-order-details .
Pushing records from 3rd Party to Zoho CRM
Could someone please provide me an example of how to post leads from a 3rd party to ZohoCRM via XML post? I am using the following and getting an error (shown at bottom). Post URL: https://crm.zoho.com/crm/private/xml/Leads/insertRecords?authtoken=AUTHORIZATIONTOKENGOESHERE&scope=crmapi Post Headers: xml version="1.0" encoding="utf-8 XML: <Leads> <row no="1"> <FL val="First Name">#first_name#</FL> <FL val="Last Name">#last_name#</FL> <FL val="Email">#email_address#</FL> </row> </Leads> Error:
Invalid ticket ID
When I am hitting API with AuthToken there ia error of "Invalid ticket ID" https://crm.zoho.com/crm/private/json/Leads/getMyRecords
trello/Slack Integration
Can anyone advise if there is an integration process to Trello and/or Slack ? Is there a way to accomplish this without using Zapier ?
Problems with user ID received by email of lead and contact
Good day! Please advise what is done wrong/ Using API request https://crm.zoho.com/crm/private/xml/Leads/getSearchRecordsByPDC?newFormat=1&authtoken=7cf3dc5a102d79c9d627ee39abafc024&scope=crmapi& searchColumn=email&searchValue=ice6ice@mail.ru&selectColumns=Leads(Email) I would like to receive user ID by email. When I substitute LEAD email, for example ice6ice@mail.ru, everything is OK, I get ID number in response. But if I insert CONTACT email, there is error responded https://crm.zoho.com/crm/private/xml/Leads/getSearchRecordsByPDC?newFormat=1&authtoken=7cf3dc5a102d79c9d627ee39abafc024&scope=crmapi&searchColumn=email&searchValue=tehsuport@gmail.com&selectColumns=Leads(Email)
Setting up ring central after having ringio
I had ringio a while back and now I want to integrate ring central but when I go to phone bridge I don't have a place to select ring central. Please help!!
I need a Zoho API expert
I need to integrate data from a food app into CRM and include in dashboards and reports.
unable to search Events module by date/time
I'm trying to run a query against my Event and filter based on a start date/time. I always get nothing returned. For example: https://crm.zoho.com/crm/private/xml/Events/searchRecords?authtoken=<my token>&scope=crmapi&criteria=(Start DateTime:2015-06-18 09:00:00) returns code 4422. But if I remove Start DateTime and search based on something else -- ie. Subject, I can see records in that time frame. Is this something that I simply cannot do? Or is my formatting of the date wrong?
How to list order details of lead when i view or edit that particular lead.
Hello, I have added entry in leads using PHP curl api. Now I want to add list of orders of that lead using api. for example lead has 3 orders then i want to show three order details in list. How can i implement this functionality using PHP curl api? Please let me know ASAP. Thanks
Does insertRecords method of Zoho API supports custom modules?
I tried what you have suggested above. But that is also not working. Below is my code: <CustomModule1> <row no="1"> <FL val="CustomModule1 Template Message">Your appointment has now been confirmed. Thanks</FL> <FL val="CustomModule1 Custom SMS Message">This is a custom message</FL> <FL val="CustomModule1 SMS Text Name">Thanks</FL> <FL val="CustomModule1 Email Opt Out">0</FL> <FL val="CustomModule1 Contact">contact@company.com</FL> <FL val="CustomModule1 Lead">lead@company.com</FL> <FL val="CustomModule1
Zoho API Issues
Hi, I am reporting this here because I find I get a faster response than by using your ticketing systems. Note that I have also posted this via your ticketing system. Hi there, I have a number of issues. First, the notice you sent about exceeding the api limit says: "Exceeding the Extended Limit of the API requests will cause data loss." Exactly WHAT does "data loss" mean? Will data and records in our crm account be lost? Or do you simply mean that anything depending on the api calls will simply
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