API issue
Hello there, I am using ZOHO API to insert/update zoho records with my wordpress site and vice versa. While creating a contracts/membership record for a contact in zoho by API, but everytime a blank contracts/membership records in being inserted in the ZOHO CRM along with a correct record entry.
Can we fetch more records through single API call in C# application?
We are fetching data by using 'Zoho API' in our c# application, but we are able to fetch only 200 records in single API call. We are using ''getRecords" Method. We have following doubts 1. Is there any way to fetch more records through single API call? 2. Can we fetch records by applying condition of "Closed Date" of opportunities?
How do you handle the <, >, or & chars in xml file before insert?
Hi: During inserting a lead, if my lead item data have <, >, or &, the error msg will show: xml not formatted. For example: <Tasks> <row no="1"> <FL val="SMOWNERID">2000000016714</FL> <FL val="Task Owner"><Scott@zohotest.com></FL> <FL val="Subject">Demo & Call</FL> <FL val="Due Date">11/23/2009</FL> <FL val="SEID">2000000018003</FL> <FL val="SEMODULE">Leads</FL> <FL val="Status">In Progress</FL> <FL val="Priority">Highest</FL> <FL val="Send Notification Email">false</FL> <FL val="Description">Sample
Is Zoho CRM being pushed out of LinkedIn API's?
I just saw a twitter message from Nutshell CRM announcing that they are being forced to stop integration of API's with LI because "At this time, LinkedIn is not taking on new partners in the Sales category." Nutshell reports that only SalesForce and MS Dynamics CRM are official partners in the Sales Category of LinkedIn. If this is happening to ZohoCRM I would suggest that the users who use LI extensively bombard them with complaints and request continuation of the Zoho CRM relationship with LinkedIn.
Zoho CRM API insertRecord Invoice difficulties
I have spent a good deal of time trying to get insertRecord/Invoice to work through the Zoho CRM API without success. I have been able to make a number of other API transactions successfully, but the invoice insertion is not working. In pursuit of this, I have already: - Read the help pages thoroughly, including the API description, API examples, and field requirements for Accounts, Products, and Invoices. - Reviewed and followed other forum posts relating to invoice insertion. I understand that
Fetch attachments from Case
Hi, How can I fetch attachments from case id? Thanks!
Introducing searchRecords, getModules and getDeletedRecordIds Methods
We are happy to inform you that recently we have added the following new methods in Zoho CRM API: searchRecords getModules getDeletedRecordIds For more details, please read Release Notes. We hope that you find these new methods useful while integrating your applications with Zoho CRM. Please give a try and let us know your suggestions and feedback. If you need any help, please don't hesitate to contact our support or post your request in Developer APIs forum.
Automation on lead creation
Hi, I'm using Zoho CRM API to create a lead and successfully the lead gets created on submission of details. Also, i have created an Automation Rule for Leads, with alert emails to be sent on lead creation through the API. But, this part does not work for me. I don't get any alert emails on lead creation. What is the process of setting up rules and alert emails for leads created through API? Is there any way to handle emails through API?
How to get CONTACT ID when (or while) a new lead is making
Hi, have integrated zoho account with a custom form that when a users send a contact form request insert automatically lead in "My Lead". Now i need to retrieve the userid/contact id to the current usert insert because i need also add a tasks it's posible do this? i'm sorry for my bad english!
exportation of sales orders data to our accountancy program
How do we export all the data of the sales order into an excel file (or asciii or api) in order to use the data and insert them into our accountancy system without having to manually copy them?? BY ALL DATA WE NEED TO EXPORT NOT ONLY THE HEADER BUT ALSO THE CONTENT OF THE ORDER (LIST OF ITEMS). How do we do it??
Siteminder
Hello, I work with a accommodation website, like booking.com. We need to systemise our business and draw live rates and room inventory from Siteminder. Is it possible to create a relationship between Zoho and Sitminder which draws rates and availability into the Quote function? Thank you, David Inches
API Integrations
I am having difficulty working with my developer on an API project. We are pulling data from a third party site and would llke to import this data into custom fields with a module in Zoho CRM. Can this be done directly, or do I need to use Zoho Creator to make a form to hold the data?
How to know the name of the ID field in a module
Hi, I'm trying to integrate our application with Zoho CRM, and I want to provide a way for our users to map a module in Zoho to a module in our application. For this, I'm saving the ID of the Zoho record into our database. Is there a way to know the name of the field containing the ID in each module? Is there a pattern, or somewhere I can get the info from ? It looks as if it is the singular version of the module name with "ID" at the end, all in upper case, but what if the module name has more
CRM API Lead Email Section
Hi, In CRM, can I send an email in the Lead section using the API in the same way as within the user interface under the "Email" section. Thanks in advance! Kai
4401 API Error
Hi I'm running an API request to the URL : https://crm.zoho.com/crm/private/xml/Leads/insertRecords with the xmlData <Potentials> <row no="1"> <FL val="Potential Owner">Owner Name</FL> <FL val="Potential Name">Potential Name</FL> <FL val="Account Name">Account Name</FL> <FL val="Closing Date">Closing Date</FL> <FL val="Stage">Stage</FL> <FL val="Contact Name">Contact Name</FL> </row> </Potentials> I've made a number of changes on the Potentials Module I've changed its tag to 'Deals' I've also
Zoho CRM : Problem Inserting Invoice via API
Trying to insert an invoice into Zoho CRM but always getting a response of: <response uri="/crm/private/xml/Invoices/insertRecords"><error><code>4500</code><message>Problem occurred while processing the request</message></error></response> which is not that helpful. I would greatly appreciate guidance as to where this message format is wrong. Also, finding it confusing about when field names have spaces in them or not eg. "Product Details" url: https://crm.zoho.com/crm/private/xml/Invoices/insertRecords
Zoho Api: setting Lead Owner
Hi, I am trying to use the Zoho API to set the Lead Owner. I am passing the lead owner as it is shown in the documentation. <FL val="Lead Owner">Scott@zohotest.com</FL> Is this still the way to set the lead owner? Has the way to set this parameter on a lead changed?
Cubby Intergration
Why doesn't Zoho support Cubby integration? Cubby in my opinion is a much better cloud storage service than Dropbox and I was just wondering why Zoho doesn't allow integration as it does Dropbox and Google Drive.
Date Problem
Hello, i'm relly new on zoho, is not to difficult use it but i dont know how put a date on a column, the hour of santiago de chile, now i'm using the date function "currentdate()", any to could help me please answer the topic. Best Regards
API 4401 Error
Hi I'm running an API request to the URL : https://crm.zoho.com/crm/private/xml/Leads/insertRecords with the xmlData <Potentials> <row no="1"> <FL val="Potential Owner">Owner Name</FL> <FL val="Potential Name">Potential Name</FL> <FL val="Account Name">Account Name</FL> <FL val="Closing Date">Closing Date</FL> <FL val="Stage">Stage</FL> <FL val="Contact Name">Contact Name</FL> </row> </Potentials> I've made a number of changes on the Potentials Module I've changed its tag to 'Deals' I've also
Webhooks Error
We set up a webhook related to a case, but Zoho gives an error-1 indicating it can't communicate with the server. But we can paste the URL into a web browser to communicate, and we get a response. Please advise.
Add print and save button in Lightbox
Hi, I already use lightbox display images (company name card template) But now, user have requested to add a function which able to print and download this template. I have try using available coding which I have download from sandbox (copy paste lightbox.js and lightbox.css) but unfortunately nothing happen to my trial. So, what actually my problem?Can anybody help me. Thank You from beginner using lighbox and javascript
With the free version, can i prompt an auto generated email to when a lead is submitted though our website form.
With the free version, can i prompt an auto generated email to when a lead is submitted though our website form? People go to our site and fill the contact us form, we dont get any notifications when a request a web form has been filled out.
Jotform integration
Will ZOHO CRN LEADS integrate all fields in my JotForm? I see other users have asked the question but I can not see your reply? Some users say that all their fields show up in my integration window where fields match JotForm to Zoho but do not integrate. Would appreciate you feedback on this. Thanks
Problem fetching related records to a Note
Hi, I am having problems fetching Contacts related to a Note. I want to know, based on a NoteID I have saved in my own database, which Contact is associated with the note: $ curl -G 'https://crm.zoho.com/crm/private/xml/Contacts/getRelatedRecords' --data-urlencode 'authtoken=xxxxxxxxxxxxxxxxxxxxxxxx' --data-urlencode 'scope=crmapi' --data-urlencode 'newFormat=1' --data-urlencode 'id=1293595000000073096' --data-urlencode 'parentModule=Notes' <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Contacts/getRelatedRecords"><error><code>4401</code><message>Unable
CRM API auth token creation does not work on iOS 8 browsers (browser mode)
We use the Browser Mode CRM API to create auth tokens in our iOS app. The URL we hit is https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoCRM/crmapi . This returns the token inside a "pre" tag in the response. This used to show up fine in iOS 7. But, in the new iOS 8, this doesn't work anymore. iOS8 Safari browser seems to treat the response as a file while Chrome in iOS8 just gets stuck with a "please wait..." screen. We are dependent on this API for our Zoho integration and hence this is
Does the free version have a limit to the number of leads to be captured?
If so, by upgrading can I access any leads that were submitted since the limit was reached?
Zoho API
Hi I am new customer of Zoho CRM. I need to integrate Zoho CRM to our backend of web site www.biz4loans.com I have two question 1. Can some one attach CRM to our back end which was custom made on PHP. 2. what will be approx. cost and time frame. You can call me at 559-487-4087 or emai at bali@biz4loans.com Thanks
Incorrect (outdated, possibly cached) records returned by getRecords API call
Edit 2014-10-08 15:10 EST: Confirmed that a cache is responsible, added step 0 to reproduce issue reliably. Problem Description: Edits made to Leads are not immediately accessible via the getRecords API - instead, old values are returned, despite getRecordById returning correct data. Using the latter is not a solution, as it would require hundreds of calls to find updated leads, instead of one call per 200 records. Steps to Reproduce: 0) Call getRecords API to return a group of records
ConvertLead with existing account
How can I call convertLead API function with existing account? Thank you..
Import data not working from .Net code using Zono dll
Hello Support, I'm trying to upload records in json/csv format using the zoho reports.dll but it seems is not working. Here some code samples {code} Dictionary<string, string> ImportRes = new Dictionary<string, string>(); // json in memory string doesn't work ImportRes = RepClient.ImportData(tableURI, ZohoReportsConstants.APPEND, {in memory json string}, ImportConfig); // text file with json format doesn't work ImportRes = RepClient.ImportData(tableURI, ZohoReportsConstants.UPDATEADD,
Assign Contact Roles to Potentials using API
Is there a form usign API to assign contact, and it's related role to a potential?
Create a Task for an Opportunity using
Hello, I saw that I can create a task for a contact through the API. Is it also possible to create a task for an Opportunity? If so, what should I change in the below? https://crm.zoho.com/crm/private/xml/Tasks/insertRecords?authtoken=Auth Token&scope=crmapi &newFormat=1& xmlData= <Tasks> <row no="1"> <FL val="Subject">Call</FL> <FL val="Due Date">2009-04-20</FL> <FL val="Status">Deferred</FL> <FL val="CONTACTID">2000000017017</FL> </row> </Tasks> Thanks
Feature Request: API call for API Usage and Quotas
Feature Request: Add an API method that returns the API Usage Data (# of calls made today and daily limits). Explanation: Non-admin users may employ API calls, but cannot see API Usage Data anywhere. I recently posted another topic regarding the availability of the API Usage data ( https://www.zoho.com/crm/help/api/api-limits.html#API_Usage ), which I now have figured out is only available to a Zoho root (administrator) account. Since other users may be actually employing the API,
Send email from a module using api zoho
Hello everyone I have a question for the community. in ZOHO I can send email using the api . For example send a budget according to your id.
Usage Information not visible, API option?
https://www.zoho.com/crm/help/api/api-limits.html#API_Usage indicates that the page at Setup > Developer Space > CRM API should have a Usage Information section, but ours does not. Is this an undocumented change or is there a setting that the account owner needs to enable for this user, and if so, what setting (and where)? Also, is there any way to query usage quota information through the API itself? We would like to make our application handle its query budget intelligently without resorting to
does ZohoCRM API support custom modules?
Hello, The CRM Modules & Fields documentation page (https://www.zoho.com/crm/help/api/modules-fields.html) lists the data structures for the standard data modules like Contacts, Accounts, Leads and so on. I was wondering if the ZohoCRM API is generic enough to read, search and writes data from the new custom modules that you launched (https://www.zoho.com/crm/help/customization/custom-modules.html), please? Have a nice day! Luc Sorel, PhD - R&D at www.podbox.com/#!/Zoho CRM
CAUSE=WEB_LOGIN_REQUIRED RESULT=FALSE
when I try to this https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=pin2kumhar@gmail.com&PASSWORD=zoho@123 return # #Wed Aug 20 23:41:34 PDT 2014 CAUSE=WEB_LOGIN_REQUIRED RESULT=FALSE Be logged in or not its not mandatory
Response data structure difference in JSON API call
I am noticing the data structure differences in the response when the response contains one record or multiple record. I have noticed this in getRecords and getRelatedRecords. It is very easy to reproduce. Construct a Url similar to one given below and make sure to use lastModifiedTime so that more than one leads are returned https://crm.zoho.com/crm/private/json/Leads/getRecords?authtoken=<AuthToken>&scope=crmapi&fromIndex=1&toIndex=20&lastModifiedTime=2014-08-25 18:39:18 Then change the Url to
getCVRecords returning only 20 rows
I created a view called Get_Yesterdays_Cancels. In the CRM I can see 100+ records using that view. Using the API I only get 20 rows in the XML. I'm using the url https://crm.zoho.com/crm/private/xml/CustomModule1/getCVRecords?authtoken=*****************&scope=crmapi&cvName=Get_Yesterdays_Cancels&version=4
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