Workflow Rule In API create Contact
Hi all, I have a Workflow Rule: Executes the Workflow Rule when a new record is created OR an existing record is edited. I create a contact in Zoho CRM's UI, It will run. But when i create a same contact with my API : https://crm.zoho.com/crm/private/json/Contacts/insertRecords (i'm using PHP),it will not run. Help me pls.
custom lookup insertion via api
hi, i am trying to insert custom filed( look up) via name and it gives error 4401Unable to populate data, please check if mandatory value is entered correctly. here is my code <FL val="Co-emprunteur 1">test user</FL> is there a way to insert it using id? am i missing some thing here? FYI: the name i am passing to this tag already exists in contacts.
Any query leads to "error code 4422: There is no data to show" answer...
Hello, I have been writing some PHP code to get access to some data stored in our Zoho CRM following the Developer API Help pages but I keep getting the error code 4422: There is no data to show, no matter which query I send. Even a really simple one given in the examples fails: https://crm.zoho.com/crm/private/xml/Leads/getMyRecords?newFormat=1&authtoken=MyAuthTokenGeneratedFollowingInstructions&scope=crmapi No doubt I must be doing something wrong, but what??? To be sure the problem does not come
Invalid Ticket Id
I'm getting this response on the api: <response><error><code>4834</code><message>Invalid Ticket Id</message></error></response> It looks like tickets were deprecated, so I'm not sure why I would be getting that. Here's the PHP code $xml = '<Leads>'; $xml .= '<row no="1">'; $xml .= '<FL val="Lead Source">Source</FL>'; $xml .= '<FL val="First Name">'.htmlspecialchars($entry['first_name']).'</FL>'; $xml .= '<FL val="Last Name">'.htmlspecialchars($entry['last_name']).'</FL>'; $xml .= '<FL val="Email">'.htmlspecialchars($entry['email']).'</FL>';
Problem with Multiselect (filter on crm) calling Api insertRecords
Hi, i have problems in setting multiple values in a pick list through the API. with a normal Multiselect field, no problem The probelm is when the pick list multiple is "filtered" in the CRM (filtered with Map Dependency Field); if i setting from api in normal mode like : <FL val="Favourite Color">Silver;Blue</FL> i see when i go in my new contact, the pick list not have the all 2 items selected, but only the first one. This not happen if the pick list is a nomal multiple without any dependency Thanks
Error inserting sales order via API
I am trying to insert Sales Orders records but it gives me this error: [code] => 4832 [message] => Problem occurred while processing the request. This is my xml: <SalesOrders> <row no="0"> <FL val="Subject">118</FL> <FL val="Account Name">test test</FL> <FL val="Billing Street">test addr addr2</FL> <FL val="Billing City">Roma</FL> <FL val="Billing State">Roma</FL> <FL val="Billing Code">00100</FL> <FL val="Billing Country">IT</FL>
Attn. Users using Plug-ins for MS Outlook, MS Office, QuickBooks and Mobile Apps.
In an effort to improve our products and services and to meet the standards of the emerging technologies, we're doing away with Ticket-based authentication and instead introducing Auth Tokens for all our Plug-ins and Mobile Apps. With this secure and user-friendly change, you don't have to regenerate your Ticket every 7 days! The following plug-ins and apps will be affected by this change. Zoho CRM Plug-in for Microsoft Outlook Zoho CRM Plug-in for Microsoft Office QuickBooks Integration iOS, Android
Sample code for Record Update in PHP
Can someone provide me some sample code for using PHP to update records?
Inserting SalesOrder via API 4500 error
Hello, I am trying to insert a Sales Order into Zoho CRM via the XML API, however all i get is the 4500 Generic Error, as far as i can tell it all looks ok, the ticket is retrieved successfully and all mandatory fields are specified for a SalesOrder according to http://zohocrm.wiki.zoho.com/Zoho-CRM---Standard-Fields.html#Sales_Orders those that are lookup fields reference valid items, could anyone please offer any advice? Below is the code being used, where product name and account name reference
API trigger
does zoho support api call trigger lets say if i change the phone number of a specific contact can i pass the info to my application
Direct Mail from Zoho Campaigns using API
Is it possible to setup a campaign that integrates with my ZohoCRM database that sends regular drip direct mail (not email)? Perhaps by using the API to send the data directly to a direct mail provider such as "Click2Mail.com"?
Cannot UPDATEADD via uploadtool
I am getting an error "present in match columns but not in selected columns" I set up ZOHO_MATCHING_COLUMNS in common_params.conf, but where do i set up ZOHO_SELECTED_COLUMNS?
[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.
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