[Sales Order] use API to insert sales order with account id/name
Zoho CRM API shows it is possible to insert sales order record by API as below, but "account name" nor "account id" are not included, does anyone know how to associate "uploaded sales order" and "existing account"? thank you https://www.zoho.com/crm/help/api/insertrecords.html
Can I autofill a custom ecommerce form with the information that a new customer enters into Zoho form?
Zoho CRM API Zoho CRM provides API (Application Programming Interface) for integrating CRM modules with third-party applications such as, accounting, ERP, e-commerce, self-service portals and others. With the Zoho CRM API, you can extract CRM data in XML or JSON format and develop new applications or integrate with your existing business applications. As the Zoho CRM API is independent of programming languages, you can develop applications in any programming language (Java, .Net, C, C++, PHP, etc.).
Basic CRM integration question - cannot "insertRecords" via the API - error 4600
Hi everyone I'm trying to do implement a very basic version of a "Add lead" form and am stuck. I tried quite a lot a variants, tried making api calls with the Firefox extension "poster" (https://addons.mozilla.org/en-US/firefox/addon/poster/) and so on but always get the error message: <response><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> This is the code I'm using, you
Difference in the return of 1 and multiple records in getRecords
The getRecords method returns different object when returning 1 then when returning 2 objects. I think this is a bug in the API When the getRecords return ONLY 1 record the answer looks like this after json_decode in PHP Note that the [row] is a "stdClass Object" stdClass Object ( [response] => stdClass Object ( [result] => stdClass Object ( [Accounts] => stdClass Object ( [row] => stdClass
Problem inserting records into CRM with API in Perl
Hi folks: I read through the API examples for insertRecords. I am attempting to insert a record into the Leads. I followed the examples, and yet no matter which variant I tried, I always received an error: <response><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> The code I wrote is very simple: #!/usr/bin/perl use v5.14; use strict; use warnings FATAL => 'all'; use LWP::UserAgent;
I'm not getting any response on API
I have this code private $token = '1234567890abcdefg'; public $responseType = 'xml'; public function getSearchRecordsByPDC($searchValue,$searchColumn='email') { $url = "https://crm.zoho.com/crm/private/".$this->responseType."/Leads/getSearchRecordsByPDC?newFormat=1&authtoken=".$this->token."&scope=crmapi&selectColumns=Leads(First Name,Lead Source,Phone,Mobile,Website,Lead Status,Description,Last Name,Website,Email,Lead Owner)&searchColumn=$searchColumn&searchValue=$searchValue"; $result = $this->curlRequest($url);
Sales Order - use API to create "sales order record with account id"
https://www.zoho.com/crm/help/api/insertrecords.html in "sales order" example, it doesn't have account name / account id as attribute, how can i associate sales order record with account? thank you
Zoho With Ecommerce
I have used Zoho CRM API for leads, contacts and other modules. Now I am going to propose a solution for my client which has an Ecommerce solution attached to it. What I want to know is the possibility of integrating my orders, categories, products and invoices with Zoho for further process that if a product has leass quantity then defined lowest quantity it will send a notification email to concern people. Also if an order is placed the product quantity will be decreased in the stock.
Checkbox update
Hello Zoho I just created a script to update a contact profile. Everything is okay for updating text fields, but for changing checkbox fields, i have a problem. Here is my xml : <Contacts><row no="1"><FL val="Id">294189000000684059</FL><FL val="Rejet des mails">true</FL></row></Contacts> Please note that my field isn't locked in the CRM. Any idea ? Best
Webhook not working when new lead added via API
I have created a workflow rule that when a record is CREATED as a lead please send the data via a webhook to this URL and it works when I add a lead directly from within Zoho HOWEVER - we have a number of lead sources adding leads via the API but these leads are not being executed via the rule upon CREATE to the webhook. Is there anything extra I should be doing because I am creating this rule to execute for leads added via the API?
Migration from Sugar CRM to Zoho CRM
Hello I have a client query who wants to migrate from Sugar CRM to Zoho CRM. Basically they're asking for multi-generation relationship and hierarchy. Like grandparents to parents to children, siblings, cousins, in law etc... it's like a multi-generation family tree relationship. He mentioned that this sort of hierarchy helps them track and group their external sales structure. They are using this functionality with their current CRM i.e. Sugar CRM. I don’t know if this type of functionality
Adding Leads Using CRM APi
I am adding leads in approval section and generating XML before posting data, it is adding my record as required but not generating a notification email, kindly let me know where I am getting wrong: Also adding "<FL val="Send Notification Email">True</FL>", but no notification email generated.
Create list of city by state
How do I create a list of states and cities that show the city in the state?
Maximum values in field dropdown?
I need create a list dropdown containing 6000 values a list of city. Not suported? Thank You!
Getting All the View Names
Hi, Is it possible to get all the view names belongs to Contact or Lead, .... Thanks, Baskar.S
Date Format not reflecting setting
Hello ! We are devellopers and working on Creator. Let me explaine the problem.. We build a function in Creator that receive from CRM with a webhook the moment a field as been modified. when we work into Creator the Date Format is : dd-mm-yyyy hh:mm:ss The date we receive from CRM is : yyyy-mm-dd h:mm:ss a but the bigger problem is that the time zone in CRM is set to -5 east for Montreal (where we are) the same thing as creator !!! but the time we receive from CRM is 4hour later than Creator !!!!
Can't autofill subform with crm
I need to import product information from crm field and autofill the rest of the subform fields with this info. So far: crmresp = zoho.crm.getRecordById("Products", row.Product_Name_ID); row.Product_ID = crmresp.get("Product Code"); And I put this under the crm field on user input. Thank you.
Filter in GetRecords
Good Morning; How can I get request from a Support API by the GetRecords filter for the Created Time or the another field ? Example: Create Time between 2013-10-01 and 2013-10-20 or just Request Id = 6646 I see the parameter lastmodifiedtime but don´t work or I don´t know how to use. Tks!
Problem with xmlData parameter
Hi there, I am using Zoho CRM lead, inserting record XML data by using Curl technique and sending only email address through XML. I am getting error code 4600 and display the following message: 'Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter'. Waiting for your technical assist response.
PHP code example for fetching contact record by Email
Hi, I am after a simple example in PHP. I need to know how to fetch a contact record by Email and print out some standard fields like Contact Name, Phone? I checked the API and Examples in ZOHO documentation but they are not complete. Any help is much appreciated. Thanks, Sam
Records missing from XML API Response
There appears to be an issue with some records missing from the XML API response. https://crm.zoho.com/crm/private/xml/Potentials/getRecords?authtoken=xxxxxxxxxxxxxx&scope=crmapi&selectColumns=Potentials(Potential%20Name,Job%20Code,Stage,Closing%20Date,Amount,Third%20Party%20Costs,Days%20Sold,Days%20Subcontracted,Potential%20Owner,Expected%20Revenue)&newFormat=2&fromIndex=1&toIndex=500 As you can see the only restriction being set is the number of records. I only get 201 returned, so it's no where
Signing in through MS Outlook
Hi there, I can't sign in to ZoHo through MS Outlook using the Addin function. It keeps telling me to " please sepecify a valid email address and password. I have tried the following to fix this: 1) Uninstall and reinstall the app. 2) Changed password. 3) Used another laptop. It works then. I guess it's something in my laptop config. Any suggestions? Tim
Getting all the activities
Hi, There is an option to get the list of Events, Calls and Tasks belongs to a Contact. But it requires 3 separate calls. is there any way i can get all the activities in a single request? Thanks, Baskar.S
Getting records from s specific report
Hi, I use the following url to get records belongs to a Report. "https://crm.zoho.com/crm/private/json/Contacts/getCVRecords?authtoken=<AUTH_TOKEN>&scope=crmapi&cvName=<REPORT_NAME>"; It returns all the Contacts not the contacts belongs to a particular Report. It returns result even i pass some invalid report name and not returning any error saying "Invalid report name ....". Am i missing anything here? Should I pass any extra parameter? Thanks, Baskar.S
Getting all closed Events
Hi, I use the following url to get the list of events belongs to a contact. Which returns both opened and closed events. https://crm.zoho.com/crm/private/xml/Events/getRelatedRecords?parentModule=Contact Is there any way to get the closed events alone. Also, how to get the latest 2 closed events??? Thanks, Baskar.S
Sync my API with Zoho CRM
Hello, I want to know if it possible to sync my API with Zoho CRM , if it s possible can you explain how I can do this please Thanks
How to export leads from crm to creator?
Hello everyone , I'm a newbie and have just strted . I've created 5 leads in crm and want to select and export a particular custom field=Hired , into creator using API .. How shall i do that ? Reply ASAP regards ! Mankanwaldeep
How do I get Zoho CRM API Access?
Testing this service and would like to test the API feature as well.
Link a Contact with a Campaign
I have had a play with the Zoho CRM API and I am not sure how to accomplish what I want to do. I have a Zoho CRM setup where Contacts are mapped to Students and Campaigns are mapped to Classes. When a user registers for a Class in a Wordpress registration system I would like the following to happen. 1) if the Student (Contact) is not in the CRM then create the Student using the API. ( This should be easy ) 2) Link the Student with the Class ( Campaign ). So if the Student already exists a new one
Sync my API with Zoho CRM
hello, I want to know if it possible to sync my API with Zoho CRM and if it possible how I can do that Thanks
Sync my API with Zoho CRM
Hello, I want to know if i can sync my API with Zoho CRM and don't use Zoho API. And if it s possible can you explain me how i can do that please Thanks
Related contact lists too short
I see this is a problem other have noted before: https://help.zoho.com/portal/en/community/topic/related-contacts https://help.zoho.com/portal/en/community/topic/related-contacts-in-the-account-windows We should be able top see all contacts related to an account, not just limited to five, and we should also be able to see all related contacts within each contact, not just the related account- Both of these issues is a huge problem for us when working with the different accounts- I understand this
Is there any method to get the notes?
Hi, I am trying to make a webhook that triggers when a note is added to an account. At this time I see no way to make a rule for this or a webhook because the field "Notes for this account/lead/customer" does not come up, and I do not know how to receive or extract the notes from the account. Could you tell me if it is possible or if there is another method which I may be able to use... thks..
List products of an invoice (api)
Hello, I am trying to do the following, and I have no success. My goal is to list the products of an invoice, how do? https://crm.zoho.com/crm/private/xml/Products/getRelatedRecords?authtoken=2ef84d6b7a440a8500998674c2ff6d1e&scope=crmapi &id=1117872000000625003&parentModule=Invoices tanks
Custom Quote
I'm new to this product, I need a custom quote build, as per my discussion with support it can be done with HTML and I would need a developer for that, can anyone help me with this.
ZOHO CRM API - getting all report names with the corresponding report folder name
Hi, Is is possible to get all the report names along with the report folder names using the rest API? Thanks, Baskar.S
Integrating with 3rd party App
Hi, I use a 3rd party provider for email marketing and I was wondering how I can go about creating an add on in zoho so that all my contacts that I enter in zoho will automatically go into the 3rd party app. Thank you.
urgent about the lastModifiedTime parameter in getrecords
Hello I have a question about the lastModifiedTime parameter in getrecords method. How can I realize which records has been deleted? Is there any solution to find the deleted records? or we can only get updated records and inserted records in the specified time period? Please guide me Thanks
How can I recognize the deleted records
Hello How can I recognize the deleted records after fetching the data by getrecords method? I used the lastModifiedTime parameter for getting the last 24 hours updated records. As I checked the deleted records were not fetched by this method. Is there any field for recognizing the deleted records? Please guide me, Thanks
Russian invoices in ZOHO CRM
Hello, I need to make standard type of documents in ZOHO which are differ from ZOHO standard, 1) invoice 2) shipping docs Where could I find some manuals or customized solutions for that purpose?
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