PHP cURL insert not working
Hello Everyone, I was trying the insert example. Code is not inserting the lead into the zoho crm and also not giving any error. Can anyone please help. Thanks in advance. Here is the code - what's wrong in there? <?php //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,
CRM Custom Module API
Hi! I need to insert record into custom module i make API POST: https://crm.zoho.com/crm/private/xml/CustomModule1/insertRecords?authtoken=...&scope=crmapi Content-Type: application/x-www-form-urlencoded; charset=UTF-8 Body o request : xmlData=<CustomModule1><row no="1"><FL val="Objekt Name">qwertyui</FL></row> </CustomModule1> (parameter urlencoded) i got response <response uri="/crm/private/xml/CustomModule1/insertRecords"> <error> <code>4401</code> <message>Unable to populate data,
Create contact for more than one account
Hello My name is Peter, and I'm new with zoho api. When i create new contact and this contact exist, how to create relation with new account? Thank you. I hope to fast response. Peter
Zoho insertRecord API doesn't handle duplicateCheck=2 properly if request contains multiple items
I noticed that when I insert a multi-record request to the insertRecord api method with duplicateCheck=2 , that the behaviour of the request (as in if it will update or insert) is determined by the first record. If the first record exists then it simply updates the first record and the rest of the records are not created since it cannot find them in the zoho database to update. If the first record doesn't exist, it simply inserts all records regardless if there is already a duplicate record present.
How to get the all child records at a time per module using developer api?
I am having 16000 leads and for each lead i mapped 3 childs. To get the child records we need to pass parent id(Lead id). per 1 lead i have 3 childs so, I need to made 3 api requests. per 16000 leads * 3 = 48000 api requests. So it leads my regular api request limit. Is there any possibility to reduce the api requests to get the child records? If possible please provide me a solution.
Insert records into Zoho CRM module using JSON
Hi I started using ZOHO CRM API. It is mentioned in the API that records can be inserted using the below url in xml format https://crm.zoho.com/crm/private/xml/Leads/insertRecords?authtoken=AuthToken&scope=crmapi&xmlData=Your XML Data But I want to insert records in Json format and I am using Java. Can anyone tell me how can I achieve this? Thanks in advance
Best Open Source E-Commerce Solution, and best Paid E-Commerce Solution for integration with Zoho CRM
We're looking into creating an online store for our business, and are wondering which e-commerce solution is best fit for integration with Zoho CRM. Thanks
How to become API Integration Partner?
I'd like to integrate our solution with Zoho CRM. How to become API Integration Partner? And get into the page https://www.zoho.com/partners-api.html
How to fetch all Invoices from a Views defined ?
Hi, In Zoho CRM module Invoices I've got severals Views with filters, like range dates. Which provide us "Invoices from 2015 with paiement" and so on. How to get this list over API ? I can't find method to get Invoices from a Views here : https://www.zoho.com/crm/help/api/api-methods.html Thanks for your help.
Duplicate Check in custom module
Hi with custom modules is there a way to duplicate check new records. I have every thing working and posting data correctly just not duplicate checking records. i can duplicate check standard modules. Any suggestions. regards
returnURL with parameters
Hi, We need to set a returnURL with a query string. When I do this the system gets stuck on a blank page while submitting the form. Here is the code as example: <form id="dc-form" class="dc-form" action="https://crm.zoho.com/crm/WebToLeadForm" method="POST" name="WebToLeadsxxxxx" onsubmit="return check_form(this)" _lpchecked="1"> <div class="dc-form-fields"> <input name="xnQsjsdp" type="hidden" value="xxxxx"> <input id="zc_gad" name="zc_gad" type="hidden" value=""> <input name="xmIwtLD" type="hidden"
Webhook Error - Zapier - ZohoCRM & Cudasign
ZohoCRM Enterprise and Zapier are not working together for an Instant Trigger. I have set up an automation rule & webhook for an instant trigger using Zapier to autosend a document template from Cudasign when a specific field is updated within ZohoCRM. Unfortunately, Zapier can only get an error response from Zoho after a few hours of spinning wheel (left it in working in the background). I have successfully set up other Zaps to this instance of Zoho and Cudasign that are based on NEW LEADS being
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?
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